Financial Relationship Builder

Seeking an experienced professional to drive revenue growth and build lasting relationships with high net worth individuals.About the RoleThe ideal candidate will possess a strong understanding of wealth management products and services, with a proven track record of success in acquiring new clients and fostering existing...

Job Title: Relationship ManagerWe are seeking an experienced and skilled Relationship Manager to join our team.Key Responsibilities:Manage customer relationships and ensure high satisfaction levels.Collaborate with sales, CRM, and legal teams to streamline customer communication.Track customer interactions using CRM software and maintain detailed...

About Our JobOur company is a fast-growing financial institution that started lending operations in 2017. Our mission is to empower businesses by providing financial solutions.Job SummaryWe are looking for a dynamic and customer-focused Senior Relationship Manager to manage client relationships, identify financial needs, and offer tailored lending solutions...

Job DescriptionCareer OpportunitiesPositionBranch Relationship ManagerLocationDepartmentDirect Sales ForceFunctionCAT - EliteReporting toTerritory Manager( Customer Advisory Team)About Max Life Insurance:'Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo...

Position Summary We are looking for a dynamic and target-driven Relationship Manager to join our team and manage the Loan Against Property LAP portfolio The ideal candidate will be responsible for acquiring new clients managing existing relationships and driving business growth in LAP products You will work closely with clients to understand their...

Job Title Relationship Manager - Home Loan LAP NBFC Bank Experience Min 1 year in HL LAP salesIndustry Banking NBFCResponsibilities - Sell Home Loan Loan Against Property products - Source business via DSA builders brokers and direct channels - Maintain relationships with clients partners - Ensure documentation KYC compliance - Achieve...

Profile Relationship Manager LAP Business Loan BL Location Jaipur CTC Up to 6 LPA Experience Min 1 year in LAP BL salesJob Summary Seeking a dynamic Relationship Manager to drive sales in the LAP Business Loan vertical Responsible for lead generation customer relationship management and achieving sales targets in Jaipur Key Responsibilities...

Job DescriptionWe are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-5 years of experience in the BFSI industry, preferably in mutual fund sales.Roles and Responsibility:- Develop and maintain strong relationships with clients to understand their financial...

Client Acquisition and Relationship Management Address HNI clients for investment requirements through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products Structures Equities MFs and Fund-based Real...

Job DescriptionJob Description1 New Business Prospects:- Originate new business prospects within the SME sector through direct sourcing and open market channels.2 Customer Acquisition:- Acquire SME customers and manage their proposals, guiding them up to the disbursement stage.3 Business Generation:- Meet existing SME clients to identify business...