Relationship Manager

Roles and ResponsibilitiesThe Relationship Manager/Senior Relationship Manager is responsible for understanding customer requirements, meeting service metrics guidelines, retaining customers, converting prospects into Sales and assisting them in finding suitable partners.Inhouse Sales & Service portfolioUnderstanding the customer requirement...

Service through relationship managementEstablishing and strengthening relationship with the allocated customerbase.Ensure retention of customers in his/her allocated "Book of Relations"(existing customer database). Required Candidate profileDesired qualification and experience0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real...

Excellent job opportunity with our client for Pre-IPO & Wealth Management role at their corporate office in Mumbai, Andheri-East (near railway station) for professional with minimum 4 years of work experience in this field.Role: Client Relations - Pre-IPO & Wealth ManagementDescription:Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,...

Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

Role DescriptionThis is a full-time on-site role for a Relationship Manager at Mumbai. The Relationship Manager will be responsible for building and maintaining relationships with financial advisors, understanding their needs, and providing them with tailored solutions to enhance their sales and branding strategies.Job Responsibilities:Contact potential or...

Achieving stretched targetPreparing pre-sales proposalsDelivering inspiring sales presentationsHandling objections and resolving client conflictConnecting through member meetingIdentifying potential customerHigh level of customer service Required Candidate profileBeing updated on new products and servicesProvide necessary support in booking first time...

Role & responsibilitiesLead real estate project finance / bridge finance for the bank in respective geographyAcquire new-to-bank clients and manage existing bank relationships in the geography in the real estate sectorWork closely with leading developers / corporates for their fund raising / project funding requirements, and develop strong direct...

As a key member of our organization, we are seeking an exceptional Relationship Development Manager to drive business growth by managing relationships with high-net-worth individuals and identifying opportunities for cross-selling wealth products.The ideal candidate will have a strong understanding of retail liabilities and market trends, as well as...

Job Role OverviewOur ideal candidate will be responsible for building and managing a portfolio of clients through strong relationship management.Key Responsibilities:Develop and execute strategies to acquire new clients and deepen existing relationships.Cross-sell a range of retail banking products, including savings accounts, credit cards, and investment...

Greetings from Kotak Life InsuranceHere is an excellent opportunity to get associated with the leading brandInterested candidates can email their resumes to kli.sharvari- or Whatsapp on The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner.Set and monitor clear...