Relationship Manager

Company DescriptionKotak Life Insurance PVT Ltd is committed to sharing job opportunities, role descriptions, and recruitment-related information for potential candidates interested in roles like the Recruitment and Development Manager – Tied Agency Channel. This page is dedicated to streamlining the hiring process and making it easy for candidates to...

Company DescriptionAlphabet Investment is a full-service financial institution providing a wide variety of savings, investment, and other financial products designed to meet specific needs. Our goal is to help clients take advantage of these products to achieve their financial goals. For more detailed information about our offerings, please visit our website...

Job Title: Relationship Manager – InsuranceLocation: Andheri- MumbaiExperience: 1+ YearIndustry: Insurance (Health, Life, Motor)Employment Type: Full-TimeJob Summary:We are seeking a dynamic and relationship-driven Relationship Manager with at least 1 year of experience in the insurance sector. The ideal candidate will have solid knowledge of Health, Life,...

Recent exp In Housing Loan who has some exposure in LAP, LRD and street smart person with good communication.Designation-Relationship ManagerJob Location-MumbaiExperience-3-7yearsRole Summary:The Relationship Managerwill be responsible for managing, growing, and maintaining a strong portfolio of customers in the home finance segment in Mumbai. The role...

ROLE SUMMARY The role holder is responsible for acquisition of New–to–Bank MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients.Acquisition of New–to–Bank MSME relationships through the CRM and Knowledge...

Designation: - Sr. Manager / AVPJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering...

Assist in financial analysis, credit risk assessment risk rating and structuring '& documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs)Meeting customers, preparing Green Light Memos and Credit. Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer relationship...

Job Title:Equity Relationship ManagerJob Role:The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...

Job DescriptionClient Relationship ManagementBuild, nurture, and maintain long-term relationships with clients.Understand clients' financial needs, risk profiles, and investment objectives to provide customized equity solutions.Advisory & Portfolio ManagementProvide clients with research-backed investment advice in equities, derivatives, and other...

A national level online platform which facilitates financing of receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers via a biddingmodel. It is in the business of registration of entities, uploading, accepting, discounting and settlement ofinvoices by way of Factoring / Reverse Factoring and also provide such other services...