
Customer Relationship Management Specialist
20 hours ago
Company Description
Complete Investment Solutions is a Wealth Management Company based in Bhopal. We specialize in creating, managing, and growing wealth, as well as planning economic welfare for families and individuals.
Role Description
This is a full-time on-site role for a Customer Relationship Management Specialist at Complete Investment Solutions. The Specialist will be responsible for managing customer relationships, sales, and project management on a day-to-day basis.
Qualifications
- Analytical Skills and Project Management
- Strong Communication skills
- Sales and Customer Relationship Management (CRM) skills
- Experience in the finance industry is a plus
- Bachelor's degree in a related field
-
Customer Relationship Manager
2 days ago
Bhopal, Madhya Pradesh, India Evoge Infrastructure Services Full time ₹ 4,50,000 - ₹ 9,00,000 per yearRoles and ResponsibilitiesManage customer relationships through effective communication, ensuring high levels of satisfaction.Provide sales support to customers by resolving their queries and concerns in a timely manner.Coordinate with internal teams for seamless execution of after-sales services, including payment follow-ups and post-sales activities.Ensure...
-
Relationship Manager
4 days ago
Bhopal, Madhya Pradesh, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 18,00,000 per yearRelationship Manager-Portfolio-AGRI-FIN-PROJECTS (AF)-Marketing Branches Operations JD – Portfolio Relationship ManagerCandidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food...
-
Relationship Manager
4 weeks 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
2 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
17 hours ago
Bhopal, Madhya Pradesh, India HyrMed Full time ₹ 15,00,000 - ₹ 25,00,000 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...
-
Wealth Relationship Manager
21 hours 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,...
-
Relationship Manager
2 days ago
Bhopal, Madhya Pradesh, India Arrowgent Full time ₹ 36,00,000 - ₹ 48,00,000 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
4 weeks 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...
-
NRI- Relationship Manager
4 days ago
Bhopal, Madhya Pradesh, India Jana Small Finance Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & 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...
-
Relationship Associate
4 weeks ago
Bhopal, Madhya Pradesh, India Max Life Insurance Full timeJob Description- A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank- Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and...