
Relationship Associate
2 weeks ago
The Relationship Associate is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
**Responsibilities**:
- Provide day-to-day client servicing, handle and provide timely resolution to client issues.
- Validates client data and documentation in relevant systems.
- Takes the lead to coordinate and follow-up across internal departments to solve client needs.
- Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement.
- Analyzes client data and provides reporting as needed.
- Working closely with the respective industry heads on various reportings & presentations
**Qualifications**:
- 0-2 years relevant experience
**Education**:
- Bachelors degree
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Commercial and Business Sales
- **Job Family**:
Commercial Sales Support
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
-
Relationship Associate
4 days ago
Mumbai, India Milestone Job Consultancy Services Full time**Job Description**: **Relationship Associate Job Responsibilities**: Site Supervision Managing of painting work undertaken at the site and ensure the quality and speed of the work. Preparation of on time planning sheet to ensure that the work is completed as per schedule. Coordinate with the painting contractor, dealer, customer and office and ensures a...
-
Relationship Associate
7 days ago
Mumbai, India Max Financial Services Full timeJob Description JOB DESCRIPTION Job Title: Associate Sales Manager Band:5A Reporting To: Centre Manager Department:Strategic Alliances JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: - Lead generation at the time of...
-
Customer Relationship Associate
4 days ago
Vashi, Navi Mumbai, Maharashtra, India Nap Chief Full time**Company Name** - Nap Chief **Website** - **Address**: - Vashi, Navi Mumbai Type: Full-Time **POSITION - Customer Relationship Associate** Nap Chief s looking for a **Customer Relationship Associate** to join our dynamic team. As a part of our growing Direct-to-Consumer (D2C) initiative, you will be responsible for ensuring smooth and meaningful...
-
Relationship Associate
2 weeks ago
Mumbai, Maharashtra, India A2Tech Consultants Full time**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....
-
Relationship Associate
6 days ago
Mumbai, Maharashtra, India A2Tech Consultants Full time**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....
-
Offline School Relationship Associate
2 weeks ago
Mumbai, India The Queen's English Full timeSchool Relationship Associate - Offline The Queen’s English Start date: Immediately. Location: Based in Mumbai / Hyderabad / Lucknow / Pune **Salary**: 50k (pm) + Equity (non-negotiable) The organisation: We aim to transform the way students in India learn English - making it higher quality yet more affordable. Our app will let anyone, anywhere, teach...
-
Relationship Manager
2 days ago
Mumbai, Maharashtra, India Vikabh Securities Pvt Ltd. Full time ₹ 7,00,000 - ₹ 10,00,000 per yearABOUT 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...
-
Relationship Associate
3 weeks ago
Mumbai, Maharashtra, India Max Financial Services Full timeJob DescriptionKEY RESPONSIBILITIES:- Will be responsible for meeting sales target through Bank's FOS.- Will be responsible for maintaining relationships with all constituents in the Bank Branch- Keeping accurate record of referrals received form all constituents in the bank branch.- Shall adhere to agree TATs on first customer contact and follow-ups from...
-
Relationship Associate
3 weeks ago
Mumbai, Maharashtra, India Max Financial Services Full timeJob DescriptionPrincipal AccountabilitiesHow they are achieved/measured- Manage the Group business with the Bank employees- Liaison with different departments for closure of the cases- Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.-...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India DSP Investment Managers Full timeJob Title Relationship Manager - Mutual Fund Sales Objectives of the Role o Responsible for driving Mutual Fund Sales through NDs KRs and IFAs o Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM o Conducting meetings with clients associates understanding their needs and provide relevant feedback...