Financial Relationship Developer

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context:Key Responsibilities1. Client...

Job Summary Manages partnerships and relationships with key stakeholders.Develops and executes local marketing strategies to drive business growth.Recruits and trains employees to meet organizational needs.Provides financial guidance to customers and resolves their complaints in a timely manner. Key Skills: Excellent communication, negotiation, and...

Senior Relationship Manager Job DescriptionWe are seeking a skilled Senior Relationship Manager to join our team. The ideal candidate will have 5-12 years of experience in financial planning and wealth management advisory.Certified Financial Planner (CFP) certification is preferred, with a graduate degree from a recognized institution.The successful...

Relationship Management ProfessionalWe are seeking a skilled Relationship Manager to join our team. This is a unique opportunity to develop and expand customer relationships by providing exceptional banking and investment services that exceed client expectations.This role involves generating incremental business through sales targets across various products...

Job DescriptionWe are seeking an experienced Relationship Executive to join our team. The ideal candidate will have 2-3 years of experience in the BFSI industry.Develop and maintain strong relationships with existing customers to increase business growth.Identify new business opportunities and generate leads through networking and market research.Meet or...

Job OverviewWe are seeking a skilled professional to manage client relationships and drive revenue growth.Key Responsibilities:Identify and acquire new client opportunities by understanding their financial needs and providing tailored solutions.Manage existing client relationships by handling activities from initial contact to closing deals, including needs...

Key Responsibilities:Propose and manage credit notes for risk approval.Understand disbursement processes, including legal and financial aspects.Acquire new clients and expand their share of business in our portfolio.Work on working capital and term loan financing, with experience in presenting cases to the committee for approval.Stay up-to-date with local...

Job Title: Relationship ManagerJob Summary:We are looking for a Relationship Manager to join, responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers in growing their business, assisting in client servicing, and ensuring sustainable growth. The ideal candidate is proactive, client-focused,...

**Relationship officer** **Requisite** Qualification: 12th Pass Experience: 1-2 Years(In finance sector) Own Bike with Licensee Location: Chandigarh /Zirakpur **Roles and responsibilities** - Generate new customer leads through various channels - Proactively identify sales prospects and conduct business development activities - Follow up on new leads...

Job Overview As a Relationship Officer, you will be responsible for maintaining and strengthening relationships with our high-net-worth clients. Your goal is to understand the clients' financial goals, provide solutions that meet their needs, and ensure the overall satisfaction and retention of our clients. Relationship Officer Roles &...