
Elite Relationship Manager
1 day ago
Job description
Designation : Elite Relationship Manager
Division : Liabilities
Location Bhopal(MP Nagar)
Salary - 3 LPA to 6LPA
Desired Experience & Qualification:
* Post Graduate with 4 years to 6+ years of relevant experience in Acquisition/relationship management
* Good local Network and Must have good knowledge of Insurance & Investment Products
* Proven capacity to aim on Revenue targets and handle multitasking.
* Experienced folks from Banking/NBFC/Boutique Wealth Firms
* Strong Communication Skills
Key Responsibilities:
1. Acquisition of new Customers and Increase book size.
2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR.
3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
4. Responsible for catering the investment needs of clients by providing them research based advises.
5. Interfacing all queries of Clients and understanding their investment needs.
6. Manage portfolios of clients and offer them investment solutions.
7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.
8. Promote high quality sales, supply and customer service processes
9. Provide Market Feedback( New Product, Pricing, Competitor's Activity, etc.)
Interested Candidates can contact on
Whatsapp - 9039220707
E-Mail -
jasnamsingh.whiteforce@gmail.com
-
Senior Relationship Specialist
1 day ago
Bhopal, Madhya Pradesh, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000Elite Client PartnersWe are seeking a seasoned relationship manager to join our team. The ideal candidate will possess a Post Graduate degree and 4-6 years of experience in Acquisition/Relationship Management.About the Role:Aquisition of new customers and increase book size.Establish strong relationships with new & existing clientele to generate new business...
-
Relationship Manager
5 days ago
Bhopal, Madhya Pradesh, India HyrMed Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob OverviewWe are looking for an experienced Relationship Manager – Wealth to manage and grow relationships with HNI, UHNI, and corporate clients. The role involves financial planning, portfolio management, and offering customized wealth solutions.Key ResponsibilitiesProvide end-to-end financial planning for HNI and corporate clients.Assess client risk...
-
Relationship Manager
5 days ago
Bhopal, Madhya Pradesh, India InsuranceDekho Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionInsuranceDekho is an online platform that allows users to compare and buy insurance quotes from top-rated companies across various categories including Motor, Health, Life, and Travel insurance. The process of purchasing an insurance policy on InsuranceDekho is straightforward and user-friendly. Users select the type of policy, fill in the...
-
Relationship Manager
5 days ago
Bhopal, Madhya Pradesh, India Smart Step Company Full time ₹ 1,44,000 - ₹ 3,00,000 per yearWe are hiring"Relationship Manager"Location:Hoshangabad Road, Bhopal Working Hours:9:00 AM to 6:00 PMWorking DaysMonday to Friday: Full daySaturday: Half daySunday: OffSalary:12,000 to 25,000 per monthResponsibilitiesManage and cultivate relationships with clients.The specific responsibilities are not detailed in the image, but typically, a relationship...
-
Relationship Manager
1 day ago
Bhopal, Madhya Pradesh, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 28,00,000 per yearPositon - Relationship Manager-Portfolio-Agri Business Group (ABG)-Marketing Branches OperationsOpportunity to work with Best Bank of Country Kotak Mahindra BankDepartment - Agri Business Group (Agri SME Working Capital Loans)Reporting to Area Sales Manager (ASM)Location Candidate should be self-motivated & strong relationship management skills. Requires...
-
Relationship Manager
5 days ago
Bhopal, Madhya Pradesh, India Arrowgent Full time ₹ 4,32,000 per yearJob Title: Relationship ManagerLocation: BhopalSalary: ₹3.6 LPA – ₹4 LPAJob Summary:We are looking for a dynamic and result-oriented Relationship Manager to join our team, responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers to grow their business, assisting in client servicing,...
-
Relationship Manager
1 week ago
Bhopal, Madhya Pradesh, India Skilllabs Full timeRoles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size cross selling the Right products acquiring family a c s retaining and enhancing the relationship The RM is also...
-
Relationship Manager
7 days ago
Bhopal, Madhya Pradesh, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Specifications Profile : RM – Sales Designation : Relationship Manager Reporting To : Branch Manager / Cluster Head Location : Indore Primary Job Responsibilities Key Responsibilities Client Acquisition & Onboarding Identify and acquire new clients for equity trading and investment services. Build a strong network to generate leads and convert...
-
Relationship Manager
3 days ago
Bhopal, Madhya Pradesh, India Hirva HR Solutions Pvt Ltd. Full time ₹ 1,04,000 - ₹ 1,30,878 per yearThis job is provided by Designation : Relationship ManagerTalk to customers about loans, credit cards, and insurance.Guide them in choosing suitable financial products.Help with application process and KYC.Work on leads to meet monthly targets.Support customers after product delivery.Candidate ProfileAny Graduate requiredFRESHERS OR MIN. 1 YEAR BFSI...
-
Wealth Relationship Manager
5 days ago
Bhopal, Madhya Pradesh, India Ocean Finvest Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Title: Wealth Relationship ManagerLocation: [City, State/Country]Job Type: Full-time⸻About the RoleWe are seeking an experienced and client-focused Wealth Relationship Manager to join our team. In this role, you will be responsible for building, maintaining, and deepening relationships with high-net-worth clients, understanding their financial goals,...