Financial Relationship Manager

Motilal Oswal Financial Service LimitedDesignation: Executive Relationship Manager (Tele Sales + Field Sales)Openings at: Delhi Connaught PlaceKey ResponsibilitiesResponsible for achieving revenue targets through cross selling of subscription based financial products to the clients like Trading Software, Option trading advice and various trading &...

Job DescriptionWe are seeking a seasoned professional to drive exceptional volume and revenue performance through personalized financial solutions and client-focused engagement.The ideal candidate will possess strong relationship management skills, with the ability to acquire and engage clients with Assets Under Management (AUM) of INR 1 million and...

Job DescriptionWe are seeking an experienced Financial Relationship Builder to acquire new customers and grow our business. You will be responsible for developing strong relationships with clients, generating new business opportunities, and providing investment advisory services.You will:Acquire new customers and increase revenue through relationship...

The Relationship Manager will be responsible to maintain and expand relationship with assigned & new clients for achieving sales and profitability.Acquire new clients and Increase engagement of existing client by providing complete financial planning and wealth management solutions Conduct daily sales calling with prospects and identify their financial...

Max Life is a leading provider of life insurance products. We are seeking an Assistant Manager to join our Customer Advisory Team.Job Description:This role involves managing relationships with existing customers and providing them with expert advice on their financial goals. The ideal candidate will have excellent communication skills, be process-oriented,...

Role- Relationship office/ managerExperience -min 2yearField salesGood communicationLocation - DelhiProduct -Housing loansSalary - upto 4.20lpaResponsibilities -:Generating business through DSA'S/ Builders/ Channel Partners/ Open Market.To handle a DSA to Achieve the business numbers.To plan, organise & initiate to identify New Potential DSA, CA, Financial...

Job TitleUnlock a world of opportunities as a seasoned Financial Relationship Manager.Join our esteemed organization and take on the challenge of leading origination, growth, and customer relationships for Transaction Banking Solutions and Cash Management. Your expertise in trade finance, digital solutions, and risk management will drive business growth and...

Job Title: Junior Relationship Manager LendingCompany: Caparo Financial Solutions LimitedLocation: Delhi NCR / MumbaiExperience: Minimum 3 YearsSalary Range: 6 -7 LPAJoining: ImmediateRoles and ResponsibilitiesManage relationships with existing clients to increase sales revenue through cross-selling of financial products such as Business Loans, LAP (Loan...

Role & responsibilities:Client Identification & Sourcing:Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customerStrong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline.Understand clients' financial goals, challenges, and opportunities.Client...

Financial Advisor - Relationship ManagerThe key to our business success lies in delivering exceptional client service and building lasting relationships. As a Financial Advisor - Relationship Manager, you will be the primary point of contact for high net worth clients.This role requires strong selling skills, particularly in Mutual Funds, PMS, and Structured...