Relationship Manager

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

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...

JD for Senior Relationship for Channel Head - Role & responsibilitiesDrive sales and achieve targets through the bank branches.Handle Sales team of a particular State/Region as a whole which includes Area Managers, Cluster Managers and Front Line Sales Team.As the Bank is the key customer of the Business Manager, so (s)he has to engage an open and trusting...

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...

Proficient in coordinating loan approvals, enhancing brand visibility, and building strong customer relationships with excellent communication skills and mobility for on-ground support. Required Candidate profileA detail-oriented and customer-focused Relationship Manager with 1-2 years of experience in gold appraisal, valuation, and handling. Skilled in KYC...

Client Relationship Manager Only Immediately Joining WhatsApp your CV for Telephonic Interview Ms Shivani, HR | | Ms Samiksha, HR

We are seeking a dynamic and customer-focused Customer Relationship Manager with experience in the CPaaS / Cloud Communications / SMS & Messaging industry Required Candidate profileThe CRM will be responsible for managing client accounts, ensuring service delivery, customer satisfaction, and identifying opportunities for business growth through...