Financial Relationship Manager

Job OverviewWe are seeking a skilled professional to build and maintain strong relationships with bank staff at all levels.The successful candidate will be responsible for working closely with bank partners to identify potential customers with financial protection needs, providing professional insurance advice, and delivering exceptional customer service.Key...

Job DescriptionYour responsibilities are briefly as below (but not limited to this):As a Relationship Manager, your key goal is to keep up the relationship with bank branches and processing units of the State Bank of India. Your job will be to get the smooth processing done of the loan files given by the company, at the same time, put equal efforts to...

Job description **Purpose of the Job**: Unimoni Financial Services (Formerly UAE EXCHANGE) offers a wide array of financial products like Foreign Exchange, Send Money Abroad, Travel & Tours, Gold loans, Health Insurance. To its customers in both rural and urban markets. Our Sales Managers are the first level of customer interaction who are responsible for...

Senior Relationship ManagerThe ideal candidate will be responsible for handling a portfolio of high net worth clients and achieving revenue growth through effective relationship management, product sales, and cross-selling.About the RoleWe are seeking an experienced Senior Relationship Manager to join our team in Dubai. The successful candidate will be...

Investment Relationship ManagerJob DescriptionWe are seeking an experienced Investment Relationship Manager to join our team. The successful candidate will be responsible for handling a portfolio of high net worth clients, providing them with tailored investment advice and solutions.Key responsibilities include:Building strong relationships with clients to...

Job title: - Relationship Manager - Bancassurance.Location: - Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, AttingalJob Description: -:Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance...

Job DescriptionMine cross-sell opportunities from centrally shared customer data by analyzing market trends and understanding customer needs. Stay updated on the product bouquet and identify fitment with different customer personas.Identify opportunities to offer combination solutions based on customer needs.Build and nurture strong relationships with...

We are seeking high-caliber professionals to join our wealth management team in a client-focused role.The ideal candidate will have strong interpersonal skills, excellent communication abilities, and a proven track record of managing complex client relationships. Key responsibilities include:Building and maintaining relationships with high net worth...

Job DescriptionThe ideal candidate will be responsible for managing and maintaining a portfolio of client relationships, with a focus on identifying new business opportunities and growing existing accounts.This involves direct sales through face-to-face interactions, cold calling, networking, and leveraging own data and sources to drive growth.In addition,...

Job Role & ResponsibilitiesEngage with distributors (IFAs, Banks, NDs) to drive sales and deepen relationships.Manage direct selling efforts for HNI clients in the assigned territory.Identify market opportunities and onboard new clients and IFAs.Strategize and implement business plans for area growth and distributor performance.Reactivate and expand...