Relationship manager

Role OverviewThe Relationship Manager will be responsible for managing and growing client relationships with HNIs/UHNIs, and corporates, while also engaging with IFAs/distributors to drive product penetration. This role combines direct client advisory with channel engagement, supporting both acquisition and retention.Key ResponsibilitiesAcquire and manage a...

Job RoleManage big ticket size clients having group exposure above 5 CrBuild strong and effective relationship with Promoters and build client trust and confidenceUnderstand business models, target segments, cash flows and structure WC solutions to best suit customer needs.Ensure timely closure of all pending PDDs.Tracking and liaison with customer for any...

Role & responsibilitiesJob Title: Relationship Manager (Field Sales Executive)Location: Delhi/ NCRCompany: Policy Bazaar Industry: InsuranceImmediate joiner onlyEligibility Criteria:Must own a Bike and have a valid Driving LicenseProficient in the regional languageMinimum 1-2 year of experience in field sales.Strong communication and networking skillsRoles...

To develop & manage relationships with Large Corporate Group Segment.Position Responsibilities1 Coverage of clients with revenues in excess of Rs. 2,000 Crs;2 Ownership of business development as per agreed plans;3 Initiate, manage & deepen client engagement; Build relationships atCXO/CFO levels4 Ensure delivery of banking solutions in collaboration with...

To manage and grow a portfolio of Supply Chain Finance/ Priority Sector relationships by meeting or exceeding budgeted sales and service targets within acceptable risk standards as detailed in the policy guidelines through strong relationship management skills, effective service delivery and credit presentations with a balanced risk / reward...

SECTION II: ROLE SUMMARY The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients.SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIESCore Responsibilities Market Assessment...

Business Development across Builders & Developers, Architects, Interior Designer's Also tabbing HNI & Corporate clients Relationship Development Client Retention Business Development Planning Research on to the Market

Role & responsibilitiesResponsible for Acquisition of new LAP & HL customersOn boarding new channel partners, managing existing channels and working on activation of these channels by getting business month on monthAchieving sales targets assigned month on monthCross-sell of third party products & insuring the portfolioEnhancement of the relationship by...

Roles and Responsibilities of RM HNI .Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customersResponsible to acquire high net worth clients for financial products. and revenue generation through open or direct marketCandidate having good relationship with HNI Clients.Ensuring the...

Responsibilities: * Manage high net worth clients' relationships & wealth growth * Acquire new HNIs through strategic networking & marketing efforts * Execute equity trades, provide investment advice & manage portfolios Sales incentives