Relationship Manager Acquisition

About the job:Key Responsibilities: 1. Client Acquisition: Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios. 2. B2B Partnerships: Acquire and manage channel partners to expand the distribution network and increase revenue. 3. Business Growth: Achieve acquisition targets and...

Position 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...

Client Acquisition Manager - Investment Banking at Rayon CapitalRayon Capital) is a dynamic financial consulting firm with over 25 years of experience in the capital markets.1We are expanding our Investment Banking division and seeking a high-performingClient Acquisition Managerto join our team.Key Responsibilities:You will be instrumental in driving the...

Role: Financial PlannerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop...

Job Title: Relationship Manager (Only For Women)Location: DelhiKey Responsibilities:1. Technical & Product Knowledge:o Possess in-depth knowledge of Tally software and its functionalities. o Continuously stay updated with new features and offerings of the Tally product suite.2. Client Acquisition & Lead Generation: o Generate leads through cold calling, mass...

Designation: Broking Relationship ManagerWhat You'll DoAcquire new clients through networking, referrals, and proactive outreach strategiesStrengthen and expand existing client relationships by delivering top-quality broking servicesOffer tailored investment advisory in equities and derivatives aligned with client goalsExecute client trades with precision...

Responsibilities * Identify new business opportunities through networking, research, and market analysis to drive new client acquisition.* Develop and execute a strategic plan for acquiring new clients in the B2B corporate sales space.* Collaborate with internal teams to ensure seamless onboarding process for new clients.* Analyze market trends and...

Job Description Vasant Kunj, Delhi EC - Relationship Manager Experience : 2 to 7 yrs Skills Required : Job Summary : Generating Trade & Trade Forex revenue & acquisition, deepening and managing of Current Account Portfolios of the Branch. Sourcing Trade, Forex customers & thereby generating fee based income. Handling Trade based queries from the Branch &...

Senior Relationship Manager - Privy League-PRIORITY-Regional sales Role: · Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers · Sources new bank customers through external individual efforts and acquisition channel · Ensures high levels of customer service...

Job Summary:Premium Acquisition Manager will be responsible for acquiring high net worth customers. The incumbent should be a self-driven and motivated individual with a zeal to outperform in ambiguous environment and thrive under pressure. He should understand banking products and have flair for sales and relationship management. Provide the face of the...