Client Relationship Executive

Job Description- Client Relationship Management: Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions- New Client Acquisition: Identify and prospect potential customers to expand the client base- This may involve networking, referrals, cold...

Job 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...

Job 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...

Company 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...

Role Overview: As a Client Communication Executive, you will be responsible for managing and maintaining effective written communication between the company and clients. Your primary focus will be handling interactions between clients and the organization. The ideal candidate should possess strong written communication skills in English and the ability to...

Branch Relationship Executive, a sales role focused on promoting credit cards and other financial products through partner branches and by approaching potential customers directly.Job Types: Full-time, Permanent, FresherPay: ₹12, ₹16,000.00 per monthBenefits:Health insurancePaid sick timeProvident FundEducation:Bachelor's (Required)Location:Bhopal,...

Job 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,...

Job 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,...

Role & responsibilitiesWe are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service.Actively prospect and...

Job Description :We are seeking a highly motivated and dynamic Relationship Manager who will be responsible for building, maintaining, and nurturing strong relationships with our clients and vendors. The ideal candidate should have prior experience in e-commerce and vendor management, along with excellent communication and interpersonal skills to ensure...