
Strategic Relationship Manager
3 days ago
The primary objective of this role is to maintain and expand relationships with high net worth individuals, delivering exceptional service and driving business growth.
- Maintain a deep understanding of clients' financial goals and objectives to develop tailored solutions that meet their needs.
- Drive revenue growth through the sale of banking and investment products, leveraging relationships and market knowledge to identify new opportunities.
- Provide expert advice on financial planning and investment strategies, ensuring clients achieve their long-term goals.
Business Development & Sales
- Identify and pursue new business opportunities, developing and executing strategic plans to drive sales growth.
- Develop and maintain strong relationships with key stakeholders, including senior management, colleagues, and external partners.
- Steward client satisfaction, ensuring all interactions are professional, courteous, and responsive to client needs.
Customer Engagement
- Engage regularly with high net worth clients, building trust and loyalty through exceptional service and proactive communication.
- Develop and execute comprehensive client engagement strategies, aligning with business objectives and client goals.
- Collaborate with cross-functional teams to deliver seamless client experiences, meeting or exceeding client expectations.
Investment Advisory
- Deliver expert investment advice, providing personalized recommendations based on clients' unique circumstances and goals.
- Develop and maintain in-depth knowledge of investment products and services, staying up-to-date on market trends and regulatory requirements.
Process Adherence & Compliance
- Ensure accurate and timely recording of client interactions, sales activities, and other relevant data.
- Develop and implement effective processes for managing risk and adhering to regulatory requirements.
- Contribute to a culture of compliance, upholding high standards of integrity and transparency in all interactions.
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Strategic Relationship Builder
1 day ago
Jaipur, Udaipur, Jodhpur, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000Key ResponsibilitiesDevelop and manage strategic banking and investment relationships with high net worth clients under priority programs.Diversify revenue streams by deepening existing client relationships and identifying new business opportunities.Maintain exceptional customer service standards to meet or exceed client expectations across the most valuable...
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Strategic Relationship Builder
3 days ago
Jodhpur, Rajasthan, India beBeeClientEngagement Full time ₹ 18,00,000 - ₹ 21,00,000Job Title: Client Engagement ManagerThe Client Engagement Manager plays a pivotal role in ensuring the success of relationships between clients and the company. This involves project alignment, execution, communication, and management to drive operational activities related to KOL, targeting, and launch projects.Duties and Responsibilities:Provide strategic...
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Strategic Relationship Builder
15 hours ago
Jaipur, Rajasthan, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000Seeking 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...
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Sales Relationship Manager
12 hours ago
Jodhpur, Rajasthan, India beBeeClient Full time ₹ 6,00,000 - ₹ 12,00,000Job Overview:Key Responsibilities:Secure and maintain business relationships with existing clientsDrive sales growth through strategic up-selling and cross-selling initiativesDevelop and execute plans to enhance client satisfaction and retention ratesExcellent communication and negotiation skillsFluency in English and Hindi languagesB2C client handling...
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Relationship Manager
3 weeks ago
Jaipur, Rajasthan, India SMC Finance Full timeAbout the Role:We're seeking an experienced and motivated Client Relationship Manager to serve as the main point of contact for our clients. The ideal candidate will have a deep understanding of client business objectives and challenges, using this insight to deliver strategic recommendations and drive value for our customers.Key Responsibilities:- Serve as...
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Relationship Development Manager
4 weeks ago
Udaipur, Rajasthan, India Tekpillar Full timeThe Relationship Development Manager plays a key role in driving the growth of insurance sales through strategic partnerships with banks This role focuses on building strong relationships promoting insurance products and achieving sales targets within the bancassurance channel Key Responsibilities - Develop and manage partnerships with banks to boost...
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Relationship Manager
4 weeks ago
Chittaurgarh, Jodhpur, Udaipur, India Skillventory Full timeJob DescriptionWe are seeking a Relationship Manager to generate business leads from the open market and convert them into results. You will be responsible for sourcing business for Loan Against Property (LAP) products, handling a team, and tracking and resolving customer problems. This role requires a focus on achieving business targets and ensuring...
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Relationship Manager
2 weeks ago
Jodhpur, Rajasthan, India Equitas Small Finance Bank Full timeJob DescriptionWe are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably in micro mortgages.Roles and Responsibility- Manage relationships with existing clients to ensure timely payment of EMIs and minimize...
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Strategic Financial Relationship Professional
20 hours ago
Jaipur, Rajasthan, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000About 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...
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Relationship Manager
2 weeks ago
Jodhpur, Rajasthan, India Equitas Small Finance Bank Full timeJob Description- Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.- Conduct thorough needs analysis to identify opportunities for growth and improvement.- Collaborate with internal teams to develop and implement effective business strategies.- Provide exceptional customer...