Relationship Manager – Mutual Funds

We are seeking a dynamic and results-driven Client Relationship Manager to join our team. Thesuccessful candidate will be responsible for driving sales of mutual funds, cross-sellinginsurance, and promoting other investment products. This role requires a proactive approach toclient engagement, utilizing multiple channels to increase sales and expand our...

Job DescriptionWealth Relationship Managers are responsible for building and maintaining relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow the liabilities and investment business.The ideal candidate will manage the banking and investments relationship of clients, drive revenue growth, and expand customer...

Funding Advisor Job DescriptionOverview:We are seeking an experienced Funding Advisor to assist our organization and our clients in raising capital from domestic and international investors. This role requires a proven track record of successfully raising funds for at least five (5) clients and securing an aggregate of USD 1 million or more.The position is...

Job OverviewWe are seeking a Relationship Manager to acquire new business relationships and manage a portfolio of high net worth clients. The successful candidate will provide quality service, drive revenue growth, and promote cross-selling opportunities.Key Responsibilities:Achieve overall business targets on volumes and profitability for key clients.Engage...

Key Roles and ResponsibilitiesTo enhance existing relationships with corporates and distributors, ensuring excellent service while achieving business targets.Our Ideal Candidate Should Have:Experience in managing direct customer relationships.Knowledge of distribution channels and sales strategies.Ability to expand business in the assigned territory.Key...

JD : Proposed KRA Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC) Souring and Servicing of WC, Inventory Funding or Trade Advance to automobile Dealerships Warehousing Projects Finance ( restricted to...

Exciting Career Opportunity at Zuari Finserv LimitedWe are conducting Walk-In Interviews for the role of Relationship Managers (Broking & Financial Product Distribution) at our Jalandhar Branch.1st Sept 2025 (Mon) | 2:00 PM 7:00 PM2nd Sept 2025 (Tue) | 10:00 AM – 2:00 PMZuari Finserv Limited, 1st Floor, Nirmal Tower, Police Line Road, Jalandhar , PunjabIf...

Job DescriptionThis role is for an Investment Portfolio Advisor who will focus on asset gathering and client relationship management. The ideal candidate will be adept at acquiring new clients, increasing wallet share, and driving revenue across a diverse range of investment products.Key Responsibilities- Asset Gathering: Responsible for gathering assets for...

Job DescriptionRole & responsibilities- Managing Existing Trade & Current Account Relationships- New EXIM & Current Account Acquisition- Trade FX Revenue Growth Through Existing & New Customers acquired during the year- Trade Products Selling to Existing & New Customers i.e. Buyers Credit, Forward Cover, Import LCs, Inland LCs, BG & Other Trade Products-...

Job Description(DESIGNATION)Transaction Banking Group ROCE ( Relationship Officer - Customer Engagement)Location HyderabadNumber of Positions 12Reporting Relationships RCEM ( Regional Customer Engagement Manager )Position Grade M2`Job Role:1. Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the...