Preferred relationship manager
1 month ago
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 or Whats App on 9819864010.
-
Client Relationship Partner
6 months ago
Dehra Dun, 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...
-
Relationship Officer
6 months ago
Dehra Dun, India chiranjivi business solutions opc pvt ltd Full timeDesignation: Relationship Officer Department: Direct Distribution Channel CTC: 2.25 - 3.10 Lakhs Experience - Min.1.5yrs Location - Faridabad Mobile Allowance: Rs. 500 Per Month Conveyance: Rs. 2750 Per Month **Job Types**: Full-time, Permanent Pay: ₹225,000.00 - ₹310,000.00 per year **Benefits**: - Provident Fund Schedule: - Day...
-
Client Relationship Executive
6 months ago
Dehra Dun, India GlassFrog Technologies Private Limited Full timeClient Relationship Executive should establish and maintain enduring relationships with clients. To guarantee that clients are happy with our services, you will address any problems that may emerge. **Job description**: - Establishing enduring connections with important clients. - Addressing client complaints and issues. - Developing sales strategies to...
-
Branch Relationship Executive
6 months ago
Dehra Dun, India Innovsource Full timeSbi credit card Profile Branch Relationship Executive Qualification 12th/Graduation Salary 12k to14k inhand+PF ESI incentive Location Dehradun, Nanital Ranikhet Kashipur Khatima Rudrapur Pantnagar Tanakpur Almora Chamoli Haldwani **Salary**: ₹12,000.00 - ₹14,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay...
-
Branch Relationship Executive
6 months ago
Dehra Dun, India Innovsource Full timeSbi credit card Profile Branch Relationship Executive Qualification 12th/Graduation Salary 12k to14k inhand+PF ESI incentive Location Dehradun, Nanital Ranikhet Kashipur Khatima Rudrapur Pantnagar Tanakpur Almora Chamoli Haldwani **Salary**: ₹12,000.00 - ₹14,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay...
-
Area sales manager
4 weeks ago
Dehra Dun, India Blues Bath Fittings Full timeWe're Hiring!Job Title : Area Sales ManagerLocation : UttarakhandExperience : 1+ YearsQualification : Bachelor’s degree in Business Administration, Marketing, or a related fieldKey Responsibilities:*Lead and motivate the sales team to achieve targets and drive results.*Develop and implement effective sales strategies to fuel growth.*Build and nurture...
-
CRM Executive(Female)
6 months ago
Dehra Dun, India Glowfin Full time**Customer Relationship Manager Responsibilities**: - Building and maintaining profitable relationships with key customers. - Overseeing the relationship with customers handled by your team. - Resolving customer complaints quickly and efficiently. - Keeping customers updated on the latest products in order to increase sales. - Meeting with managers in the...
-
Sales Executive
6 months ago
Dehra Dun, India Boost Tech Full time**Role** **Description** This is a full-time on-site role for a Sales Manager located in Sonipat. The Sales Manager will be responsible for managing sales operations, developing and implementing sales strategies, identifying customer needs, generating revenue, and maintaining customer relationships. The Sales Manager will also be responsible for leading a...
-
Sales Officer
6 months ago
Dehra Dun, India RKO SERVICE PVT LTD Full timeRole - Sales Officer (Home Loans) Purpose: Will be responsible for meeting targets, identify new sources from assigned geography, and maintain good relationship with sources, achieving efficiency of assigned geography and sources there by achieving the desired productivity expected by the company. Job description: 1. Area/ Geography Mapping. Responsible...
-
Area Sales Manager- Large Pack
4 weeks ago
Dehra Dun, India DFM Foods Limited Full timeThis role is responsible for achieving sales revenue targets by effectively preparing and implementing area sales plans, lead & manage sales officers, RD's & super-stockists.Responsibilities:Sales Operations- Prepare, implement, and review sales plan.- Ensure daily monitoring of sales and retail productivity, & weekly sales review- Supervise the sales...
-
Showroom Sales Executive
6 months ago
Dehra Dun, India The Dream Kitchens Full timeSells products by establishing contact and developing relationships with prospects; recommending solutions. Maintains relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements. **Salary**: ₹10,000.00 - ₹20,000.00 per month Schedule: - Day...
-
Telecalling (Only for Boys)
6 months ago
Dehra Dun, India Krishpada Full timeJob Title: Sales Executive: location : Saraswati ViharBloack A Gate, Near Bahguna sweet Shop, Bahuguna Colony, Ajabpur Khurd, Dehradun, Uttarakhand 248121 Working Hours: The standard working hours for this position are from 9:00 AM to 5:00 PM, Monday to Saturday. Key Responsibilities: - **Prospecting and Lead Generation**: - Identify and target potential...
-
Sales Executive
6 months ago
Dehra Dun, India Skylark foods Pvt. Ltd. Full time**Company Description** Skylark Hatcheries was established in 1985, with a headquarters located in Sonipat, India. Skylark Group is now one of the largest poultry producers in India. They have a diverse portfolio of operations including broiler contract farming, feed production, parent stock, hatcheries, poultry processing, large-scale mechanized farming,...
-
Telecaller (Real Estate)
6 months ago
Dehra Dun, India Sanidhya Sansar Ventures Full time**Position**: Telecaller (Real Estate) - **Location**: Dehradun - **Responsibilities**: - Conduct outbound calls to potential customers from provided leads. - Present and promote products/services to generate sales opportunities. - Understand customer needs and provide relevant information. - Keep accurate records of calls and customer details. - Achieve...
-
Bancassurance Officer
6 months ago
Dehra Dun, India Tata AIA Life Full time**Job Description **JOB DESCRIPTION** **A Position Overview** **Position Title** Bancassurance Officer - HDFC Bank Branch Banking **Department** HDFC Bank - Branch Banking **Level/ Band** Officer / 110 **Role Summary**: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations **B...
-
Area Sales Manager
4 weeks ago
Dehra Dun, India Blues Bath Fittings Full timeWe're Hiring!Job Title: Area Sales ManagerLocation: UttarakhandExperience: 1+ YearsQualification: Bachelor’s degree in Business Administration, Marketing, or a related fieldKey Responsibilities:*Lead and motivate the sales team to achieve targets and drive results.*Develop and implement effective sales strategies to fuel growth.*Build and nurture strong...
-
Dehra Dun, India DBS Global University Full timePosition: Senior Manager, International AffairsLocation: DBS Global University, Sela-Qui, DehradunAbout Us:At DBS Global University, we are dedicated to providing students with access to global learning opportunities that shape their futures and broaden their horizons. As we expand our international presence, we are looking for an experienced and dynamic...
-
Sales Executive
6 months ago
Dehra Dun, India Pearl Organisation Full time**Job Description: Sales Executive at Pearl Organisation** **Position Overview**:As a Sales Executive at Pearl Organisation, you will play a crucial role in driving the company's revenue growth by identifying and pursuing new business opportunities, building and maintaining strong relationships with clients, and effectively communicating the value...
-
Sales and Marketing Printing and Packaging Industry
6 months ago
Dehra Dun, India Placenest Services Private Limited Full timeVacancy open in one of our leading client (Sales and Marketing only printing and packaging Industry Mono Carton) Query Essential Duties and Responsibilities: - Develop and implement strategic sales plans and forecasts to achieve corporate objectives. - Develop and manages sales operating budgets. - Achieves targeted margin - client wise and product wise...
-
Public Relations Officer
6 months ago
Dehra Dun, India Anya Segen Full time**Job Title: Public Relations Officer (PRO)** **Company: Anya Segen** **Location: Dehradun** As a Public Relations Officer (PRO), you will play a pivotal role in managing the public image and reputation of a prominent public figure based in **Dehradun, Uttarakhand.** Your primary responsibility will be to develop and execute strategic PR campaigns and...