Relationship Associate

A relationship associate's job description may include: - **Building relationships**: Establishing and maintaining relationships with clients, branch managers, and staff - **Providing services**: Offering customized solutions and services to clients - **Analyzing data**: Interpreting data, identifying inconsistencies, and making recommendations - **Managing...

Company DescriptionCombining our vast knowledge, experience, and intuitive understanding of the markets to help our customers make WiZe investment choices, YES SECURITIES is dedicated to providing exceptional financial services, empowering clients to secure their financial futures. We offer personalized investment solutions backed by in-depth market analysis...

ConnectFor is looking to hire an Associate to manage relationships with NGOs/Volunteers and to oversee the day-to-day operations of the organization.ConnectFor ) is based out of Mumbai. We are a lean team of like-minded people who want to instill the spirit of volunteerism in society and create meaning and value for our stakeholders. In the 6 years that we...

**JOB DESCRIPTION** **COMPANY: YES SECURITIES** Job Title Relationship Associate **Role Description**: To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2....

JOB DESCRIPTIONJob Code Job Title Relationship Associate Sales Bancassurance - Sales AXIS Band 5Reporting To CTC Department BancassuranceKEY RESPONSIBILITIES xc2xb7 Will be responsible for meeting sales target through Bank s FOS xc2xb7 Will be responsible for maintaining relationships with all constituents in the Bank Branchxc2xb7 Keeping accurate record...

ABOUT RUBIX WEALTH:Rubix wealth is a wealth management platform, offering bespoke financial solutions to HNIs, UHNWIs, and affluent investors. We combine proven investment insights with in-depth research expertise, backed by robust research and a comprehensive suite of wealth products.ROLE OVERVIEW:As a Relationship Manager, you will be responsible for...

**Job Title: Customer Relationship Associate** **Job Location: Bandra, Mumbai** **Responsibilities**: 2. Resolve customer issues by researching and identifying the root cause of the problem, and takingappropriate corrective actions 3. Build and maintain strong relationships with customers by providing excellent serviceand product recommendations 4....

Job Title: Client Relationship Associate (RM)Location: Mumbai (Preferred)Job Type: Full-TimeSalary: As per industry standardsJob Description:We are seeking a motivated and dynamic Relationship Associate (RM) to join our team. The ideal candidate will be responsible for building and maintaining strong client relationships, supporting product demos, and...

Company DescriptionOLL is dedicated to fostering practical learning that transcends traditional education. Our educators teach over 20,000+ kids daily across India, both offline through schools and online in over 8+ countries. We offer hands-on learning in more than 100 skills, including AI, robotics, coding, entrepreneurship, and financial literacy. OLL...

Job Title Relationship Manager - Mutual Fund Sales Job Description Objectives of the Role: • Responsible for driving Mutual Fund Sales through NDs, KRs and IFAs. • Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM • Conducting meetings with clients/associates, understanding their needs and...