
Relationship Manager
2 hours ago
The Relationship Manager will be responsible to maintain and expand relationship with assigned & new clients for achieving sales and profitability.
Acquire new clients and Increase engagement of existing client by providing complete financial
planning and wealth management solutions
Conduct daily sales calling with prospects and identify their financial needs.
Develop solutions and suggest Mutual Fund schemes on the basis of their financial objectives
Regular follow ups and communication with the clients through emails and social media.
Increase client database by meeting new clients and taking references from the existing ones
and build AUM
Regular Monitoring and review of existing client portfolio
Ensure prompt closure of all pending leads/references
Participate in marketing activities with the branch marketing team
Regular reporting to the management on pre-defined metrics
Customer Engagement:
Regular monitoring of client portfolios to generate maximum risk adjusted return.
Regular interaction with clients through physical meetings, Zoom calls, social media etc.
To analyze financial needs of the customers and offer products that are consistent with the financial needs.
Desired Candidate Profile
Commerce Graduate
AMFI certification will be an added advantage
Minimum of 1 years of relevant experience in a bank or a ND with a strong interpersonal relation with the Clients, including HNIs and Corporates
candidate have 2 wheeler compulsory
-
Relationship Manager
2 days ago
Delhi, NCR, India BS2 Hire Full time ₹ 15,00,000 - ₹ 25,00,000 per yearResponsibilities:* 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
-
Relationship Manager
2 days ago
Delhi, NCR, India Yunay Consultancy Services Full time ₹ 4,20,000 per yearRole- Relationship office/ managerExperience -min 2yearField salesGood communicationLocation - DelhiProduct -Housing loansSalary - upto 4.20lpaResponsibilities -:Generating business through DSA'S/ Builders/ Channel Partners/ Open Market.To handle a DSA to Achieve the business numbers.To plan, organise & initiate to identify New Potential DSA, CA, Financial...
-
Relationship Manager
7 days ago
Delhi, NCR, India Grip Invest Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole 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...
-
Relationship Manager
2 days ago
Delhi, NCR, India BS2 Hire Full time ₹ 4,00,000 - ₹ 12,00,000 per yearResponsibilities:* Manage customer relationships through regular communication and feedback.* Generate leads, close deals, and maintain sales targets.* Collaborate with team on marketing strategies and product development.Sales incentives
-
Relationship Manager
3 days ago
Delhi, NCR, India Dreams Solution Full time ₹ 5,50,00,000 - ₹ 7,50,00,000 per yearJob Name PA (Private Banking): Relationship Manager Private Banking GroupLocations - Delhi/Gurgaon/Noida/Lucknow/Chandigarh/Mohali/Jammu/Bareilly/MeerutJob PurposeTo enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniquesJob Responsibilities(JR) : 6 8 AreasActionable...
-
Relationship Manager
2 weeks ago
Delhi, NCR, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob 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...
-
Relationship Manager
7 days ago
Delhi, NCR, India Policybazaar Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRole & 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...
-
Senior Relationship Manager
2 days ago
Delhi, NCR, India Care Health Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJD 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...
-
Relationship Manager
7 days ago
Delhi, NCR, India IHFL Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & 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...
-
Relationship Manager
2 weeks ago
NCR, India BS2 Hire Full timeResponsibilities: * Manage high net worth clients' relationships & wealth growth * Acquire new HNIs through strategic networking & marketing efforts * Execute equity trades, provide investment advice & manage portfolios Sales incentives