Financial Relationship Manager

Key ResponsibilitiesHandle customer service inquiries, account openings, and grievances while promoting liability products and educating clients on their features.Provide quality advice to customers based on their needs and supervisor's guidelines.Efficiently manage customer service requests while meeting sales targets for bank and investment...

Job DescriptionCV - SalesDepartment Commercial VehiclesLocation MumbaiReporting Relationships Senior ManagerNumber of Positions 3Position Grade M11. Handle current portfolio of Commercial Vehicles1. Handling the loans of Commercial (Used/New).1. Handle the whole process of providing Vehicle loan to customers.1. Follow up EMI customers & arrears customers for...

Key Role:Nurture and manage client relationships to ensure high-quality service delivery.Responsibilities:Develop strong professional connections with clientsEfficiently address customer inquiries and resolve issuesProvide exceptional support and service excellenceCollaborate closely with the finance team to facilitate effective communication and identify...

We are seeking experienced and skilled individuals to join our team as Wealth Managers and Senior Wealth Managers.The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with affluent and super-affluent clients.Key responsibilities include:Acquiring new affluent and super-affluent...

Care is a pioneering Health fintech startup offering innovative financing and claim management solutions to hospitals.With a focus on driving efficiencies through technology, we provide seamless financing and revenue cycle management solutions for healthcare providers. Our team boasts strong institutional investor backing and founders with over 20 years of...

At Ikashi Wealth, we are seeking a dynamic and experienced professional to join our expanding Relationships Department. As a key member of our team, you will play a vital role in engaging with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services.The ideal candidate will have a strong background in finance, commerce, or...

Job DescriptionRelationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches OperationsJOB DESCRIPTIONTo handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers...

Job Title:Senior Partnership Account Manager for Financial InstitutionsWe are seeking an experienced Senior Partnership Account Manager to drive the growth and performance of complex and/or strategic partnership accounts. As a key member of our team, you will be responsible for building and maintaining trust-based relationships with financial institution...

Job Title: Financial Management ExecutiveWe are seeking an accomplished Financial Management Executive to join our team in Mumbai. This role combines project-level financial management with corporate accounting responsibilities, requiring collaboration with Project Managers, Principals, and Studio Leaders to ensure financial goals are met.Key...

As a Strategic Financial Advisor, you will play a pivotal role in delivering tailored investment and wealth management solutions to clients. This involves assessing clients' financial needs, developing bespoke investment strategies, and ensuring that their portfolios align with their long-term objectives.This position encompasses a range of...