Service Relationship Manager
2 days ago
Job Description
Role: Service Relationship Manager - WC-Working Capital-Sales
Job Description:
Description for Internal Candidates
- Handling and managing client service request.
- Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc
- Monitoring PDD MIS and taking care of timely closure of PDD's.
- Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RM's for same.
- Overdue renewal tracking and following up with RM to get it update timely.
- HO monitoring activities etc
-
Relationship Manager
2 days ago
Delhi, Delhi, India Tax Manager Full time ₹ 2,40,000 - ₹ 6,40,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
-
Team Leadership
2 days ago
Delhi, Delhi, India Tax Manager Full time ₹ 2,40,000 - ₹ 4,80,000 per yearRole: Team LeaderIndustry: Financial ServicesDepartment: SalesEmployment Type: Full-time, PermanentExperience Required: 7+ years (Preferably in Loans/Advances Sales Leadership)Salary - 20K to 40KResponsibilities:Drive the team to achieve and exceed monthly loan sales targets.Recruit, mentor, and lead a high-performing sales team.Foster strong relationships...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Niva Bupa Health Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCompany DescriptionNiva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, a UK-based healthcare services expert. The vision of Niva Bupa is to become India's most admired health insurance company by empowering...
-
Relationship Manager
1 week ago
Delhi, Delhi, India Vaastu Naresh Full time ₹ 3,00,000 - ₹ 4,00,000 per yearJob Summary:We are looking for a proactive and dynamic Relationship Manager to build and maintain strong client relationships, ensure client satisfaction, and support business growth. The ideal candidate will act as the key point of contact between clients and the organization, handling queries, managing appointments, and promoting our services...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India RS Wealth Management Pvt. Ltd. Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearCompany DescriptionRS Wealth Management Pvt. Ltd. is a comprehensive financial services provider offering a wide range of investment options, services, and products. Established in 2013, the company is a member of NSE, BSE, and MCX, providing advanced platforms for trading in equity, derivatives, commodities, and currency markets. RS Wealth Management serves...
-
Relationship Manager
4 days ago
Delhi, Delhi, India Ambiraj Consulting Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearDynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. Required Candidate profileBanking Experience Existing client base New client onboarding
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Ambiraj Consulting Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPosition Overview:We are seeking a dynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. The ideal candidate should possess an entrepreneurial mindset, in-depth knowledge of investment products, and excellent interpersonal skills.Key...
-
Relationship Manager
2 days ago
Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDescriptionAs a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial...
-
Relationship Manager/Sr. Relationship Manager
2 weeks ago
Delhi, Delhi, India Phillipcapital Full time ₹ 5,00,000 - ₹ 25,00,000 per yearThe Relationship Manager (RM) in Stock Broking is responsible for acquisition and managing a portfolio of clients, guiding them through the stock trading process, and ensuring high levels of satisfaction while generating revenue for the brokerage firm.Key ResponsibilitiesClient Acquisition and Retention:Develop and maintain relationships with high-net-worth...
-
Relationship Manager
2 days ago
Delhi, Delhi, India The Headway Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionThe Headway is a comprehensive solution provider for all investment and financial needs, with a presence in Delhi/NCR and Shivpuri (MP). Established in 2011 (formerly known as Key Portfolio Solution Private Limited), it was founded by seasoned finance professionals with a combined experience of over 50 years.Role DescriptionThis is a...