Preferred Relationship Manager
3 weeks ago
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Pre-Requisites: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability) Roles & Responsibilities: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. In case there are any further questions feel free to reach out on adityaanerao@rathi.com or WhatsApp on 9819864010.
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Preferred relationship manager
3 weeks ago
Dehradun, India Anand Rathi Share And Stock Brokers Ltd Full timeThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...
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Client Relationship Manager
2 weeks ago
Dehradun, India PEARL ORGANISATION™ Full timeWe are looking for a friendly and customer service-oriented client relationship manager to foster positive relationships with clients by receiving and analyzing feedback to make our services more enjoyable. Client relationship managers are also responsible for handling complaints and ensuring that these complaints are directed to the appropriate department...
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Relationship Manager/Sales Executive
7 months ago
Dehradun, India Tanya Maruti Full timeWe are looking for an outgoing Relationship Manager/Sales Executive to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client...
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Star Health Insurance
2 months ago
Dehradun, India Star Health Insurance Full timeResponsibilities:- Partner with clients to gain a deep understanding of their business goals, challenges, and pain points.- Analyze client data and market trends to identify opportunities for growth and improvement.- Develop and deliver strategic recommendations that align with client objectives and support their business strategies.- Present compelling...
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school Relationship manager
3 days ago
Dehradun, India JOBS CLAP Full timeURGENT BASIS REQUIREMENT:- BUSINESS DEVELOPMENT MANAGER (School SaaS Sales Company:- At, SINGHANIA EDUCATION SERVICE LIMITED Current Job Location:- Ambala, Dehradun, Jalandhar *Job description*Job description POSITION MINIMUM REQUIREMENTS: 1• Graduate with 3+ Years in B2B business in edtech 2• Ability to work with senior management on...
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Senior Client Relationship Manager
2 weeks ago
Dehradun, India PEARL ORGANISATION™ Full timeJOB DescriptionBuild relationships with key employees among customersCreate plans to address clients business needsAdvise clients on creating profitable processesSchedule regular meetings with customers to ensure they are satisfiedAct as point of contact for complaints and escalate issues as appropriateHelp sales team up-sell or cross-sell services and...
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school Relationship manager
3 days ago
dehradun, India JOBS CLAP Full timeURGENT BASIS REQUIREMENT:- BUSINESS DEVELOPMENT MANAGER (School SaaS Sales Company:- At, SINGHANIA EDUCATION SERVICE LIMITED Current Job Location:- Ambala, Dehradun, Jalandhar *Job description*Job description POSITION MINIMUM REQUIREMENTS: 1• Graduate with 3+ Years in B2B business in edtech 2• Ability to work with senior management on critical...
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school Relationship manager
3 days ago
Dehradun, India JOBS CLAP Full timeURGENT BASIS REQUIREMENT:- BUSINESS DEVELOPMENT MANAGER (School SaaS Sales Company:- At, SINGHANIA EDUCATION SERVICE LIMITED Current Job Location:- Ambala, Dehradun, Jalandhar *Job description*Job description POSITION MINIMUM REQUIREMENTS: 1• Graduate with 3+ Years in B2B business in edtech 2• Ability to work with senior management on critical...
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Relationship Executive
2 months ago
Dehradun, Uttarakhand, India Cover you Full time**Location**:Dehradun, Iksana Workspace, Anand Arcade, 226, Canal Road, Dehradun - 248001. **Designation**: Relationship Manager **Key Responsibilities**: 1. Client Coordination: - Act as the primary point of contact for assigned clients, managing day-to-day interactions and addressing client needs. - Facilitate smooth communication between clients and...
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Branch Relationship Executive
5 months ago
Dehradun, Uttarakhand, India Developer's Adda Full time**Branch Relationship Executive** - Location:_ Harrawala, Dehradun - Experience:_ 1 to 2 years - Education:_ Minimum Graduate - Gender:_ Male and Female (Both) - Age:_ 18 to 50 - Salary:_ ₹10,000 to ₹35,000 - Position:_ Full Time - Communication:_ English, Hindi **Professional Description**: We are seeking a dynamic Branch Relationship Executive to join...
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Client Relationship Executive
1 month ago
Dehradun, Uttarakhand, India Marwah Marketing Full timeClient Relationship Executive to create and nurture long-term relationships with customers. You will resolve any issues that arise to ensure customers are satisfied with our services. **Job description**: - Building long-term relationships with key clients. - Addressing customer concerns and complaints. - Creating sales plans to generate revenue. - Build...
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Customer Relationship Executive
5 months ago
Dehradun, Uttarakhand, India Proponent Technologies Full time**Roles and Responsibilities**: - Serve as the main liaison for clients, addressing inquiries, resolving issues, and providing exceptional service. - Cultivate and nurture strong relationships with key clients to foster long-term partnerships. - Develop tailored plans to address clients' specific needs and requirements, ensuring alignment with...
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Client Relationship Executive
1 month ago
HathiBarkala, Dehradun, Uttarakhand, India R A Construction Full time**Key Responsibilities**: - **Client Relationship Management**: - Develop and maintain strong relationships with clients, acting as their primary point of contact. - Proactively identify client needs and anticipate their evolving requirements. - Provide exceptional customer service and exceed client expectations. - **HR Consulting**: - Leverage your HR...
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Area Sales Manager- Homeloan And LAP
1 month ago
Dehradun, India STAFFIAA Full timeJob Title: Area Sales ManagerHome Loan and LAPLocation DehradunUttarakhand CTCUpto 15LPA JobSummary: We are seeking adynamic and resultsoriented Area Sales Manager to lead our homeloan and loan against property (LAP) sales initiatives in theassigned region. The ideal candidate will have a strong backgroundin financial services sales excellent leadership...
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Area Manager Sales
1 month ago
Dehradun, India Philips Full timeJOB DESCRIPTION Job Title Area Manager Sales - IS Job Description At Philips, we provide equal opportunities to all our employees and to all eligible applicants for employment in our company , irrespective of age, color, disability, nationality, race, religion, gender, sexual orientation (LGBTQ +), and all aspects that make individuals unique....
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Area Sales Manager- Homeloan And LAP
1 month ago
Dehradun, India STAFFIAA Full timeJob Title: Area Sales Manager Home Loan and LAP Location Dehradun Uttarakhand CTCUpto 15LPA Job Summary: We are seeking a dynamic and resultsoriented Area Sales Manager to lead our home loan and loan against property (LAP) sales initiatives in the assigned region. The ideal candidate will have a strong background in financial services sales...
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Area Sales Manager- Homeloan And LAP
4 weeks ago
dehradun, India STAFFIAA Full timeJob Title: Area Sales Manager Home Loan and LAP Location Dehradun Uttarakhand CTCUpto 15LPA Job Summary: We are seeking a dynamic and resultsoriented Area Sales Manager to lead our home loan and loan against property (LAP) sales initiatives in the assigned region. The ideal candidate will have a strong background in financial services sales...
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Area Sales Manager- Homeloan And LAP
3 weeks ago
dehradun, India STAFFIAA Full timeJob Title: Area Sales Manager Home Loan and LAP Location Dehradun Uttarakhand CTCUpto 15LPA Job Summary: We are seeking a dynamic and resultsoriented Area Sales Manager to lead our home loan and loan against property (LAP) sales initiatives in the assigned region. The ideal candidate will have a strong background in financial services...
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Account Manager
2 months ago
Dehradun, India Philips Full timeJOB DESCRIPTION Job Title Account Manager - Imaging System Job Description At Philips, we provide equal opportunities to all our employees and to all eligible applicants for employment in our company , irrespective of age, color, disability, nationality, race, religion, gender, sexual orientation (LGBTQ +), and all aspects that make individuals...
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Key Account Manager
5 months ago
Dehradun, India Kotak Mahindra Bank Full timeDepartment: Alternate channelDesignation: KAMGrade: E1 - AMYears of Exp: 1 to 4 yrsReporting to: M5Location: DehradunRole:1. Will be responsible for sourcing & deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers2. Will be responsible for selling Equity based investment products to this set of Privy...