Relationship Manager

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Chennai. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, addressing client inquiries, and providing tailored solutions to meet their needs. The role involves...

Position SummaryThe Relationship Manager (RM) is responsible for building and managing strong customer relationships, driving insurance sales, and delivering excellent service. The role involves understanding customer needs, recommending suitable insurance solutions, managing partner relationships (if applicable), and achieving sales and service targets.Key...

Position: Relationship Manager Mutual FundEmployment Type: Full-timeRoles and ResponsibilitiesProvide financial advisory services, including investment planning, portfolio management, and wealth creation strategies.Identify opportunities for cross-selling of mutual funds, private equity, and other financial products to existing clients.Develop a strong...

Company DescriptionFounded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish independent practices by providing a robust SaaS-based investment management platform with digital transactional capabilities. Designed to support a wide range of investment products, the platform is tailored to meet the needs of...

Company DescriptionInvestoXpert, established in 2016, serves as a comprehensive solution for all real estate needs. The company offers services ranging from property buying and renting to interior solutions and financial assistance. Operating through an online ecosystem, InvestoXpert provides accurate, updated, and well-researched information for...

Company DescriptionFincover, founded in 2020 and based in Chennai, is a dynamic fintech startup that leverages technology to provide seamless digital financing experiences. The company aims to empower customers financially by offering a comprehensive platform to access financial products suited to their needs. Partnering with 23 leading insurers, 50+ banks...

Profile Summary A detail-oriented and customer-focused Relationship Manager with 1-2 years of experience in gold appraisal, valuation, and handling. Skilled in KYC compliance, addressing customer queries, and driving business growth through referrals and renewals. Proficient in coordinating loan approvals, enhancing brand visibility, and building strong...

Job Title: B2B Sales Manager Partner OnboardingKey Responsibilities:Onboard and support new business partners.Build and maintain strong relationships.Ensure smooth onboarding and integration.Coordinate with internal teams for documentation and compliance.Monitor partner performance and resolve queries.Qualifications:Bachelor's degree; 1+ years in B2B or...

Position - Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring...