Relationship Manager

5 days ago

Kottayam, Kerala, India Doctor wealth Financial Services Pvt Ltd Full time ₹ 2,50,000 - ₹ 3,50,000 per year

Key Responsibilities

  • Develop and maintain strong relationships with existing and prospective clients.
  • Conduct detailed financial assessments to understand client objectives and risk appetite.
  • Recommend suitable investment options across Mutual Funds, PMS, Equity, and Insurance products.
  • Assist clients with portfolio reviews, rebalancing, and performance tracking.
  • Collaborate with research and operations teams to ensure seamless client servicing.
  • Educate clients about market trends, tax-efficient investing, and new product opportunities.
  • Achieve business growth targets through proactive client acquisition and retention strategies.
  • Ensure compliance with all regulatory and internal company guidelines.

Job Types: Full-time, Permanent

Pay: ₹12, ₹25,000.00 per month

Benefits:

  • Paid sick time

Work Location: In person

  • Relationship Manager

    1 week ago

    Kottayam, Kerala, India Medcity Study Abroad Full time ₹ 4,00,000 - ₹ 5,00,000 per year

    Position: Relationship Manager –Life InsuranceIndustry: InsuranceLocation: KottayamCTC: Up to ₹4 LPA - 5 LPAPreferred Candidates: Professionals with prior experience in the Insurance IndustryGeneral Overview of the RoleThe Relationship Manager – Life insurance will be responsible for building and managing relationships with channel partners, ensuring...

  • Relationship Manager- Changanassery

    3 days ago

    Kottayam, Kerala, India bf195a44-9910-49d8-8daa-d2422c2d916f Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Position: Relationship ManagerIndustry: InsuranceLocation: KottayamPreferred Candidates: Professionals with prior experience in the Insurance IndustryGeneral Overview of the RoleThe Relationship Manager – Life insurance will be responsible for building and managing relationships with channel partners, ensuring smooth business acquisition, and driving sales...

  • Insurance Relationship Manager- PALA

    2 weeks ago

    Kottayam, Kerala, India AGEAS FEDERAL LIFE INSURANCE CO LTD Full time ₹ 3,00,000 - ₹ 4,50,000 per year

    Greetings form Ageas Federal Life Insurance_ Relationship Manager - Bancassurance._Location:-Kottayam-Pathanamthitta-Pala-Thiruvalla-Idukki:- Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies.Channel...

  • Wealth Relationship Manager

    3 days ago

    Kottayam, Kerala, India Waytogo Consultants Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential HNW Clients.Acquiring and managing both business, individual...

  • Customer Relationship Executive

    2 weeks ago

    Kottayam, Kerala, India Purvaja Fincap Private Ltd Full time ₹ 1,80,000 - ₹ 2,64,000 per year

    Build and maintain relationship with customersKeep customers updated on various financial productsDeposit sourcing and fund mobilizationCanvassing and sourcing of new customers to increase gold loan BusinessGold appraisal, revenue generations through cross selling products at branch for insurance and other allied productsProper Collection of EMIsPreparing...

  • Associate Relationship Manager CTC

    1 week ago

    Kottayam, Kerala, India Jobs N Ta Hr Services Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Achieve sales targets from assigned bank branchesImplement incentive programs for bank staffEnsure timely completion of medical reports and policy issuanceIdentify and develop new market segmentsPref 1yr LI Exp- kazhakkuttam,Perrokada ,Thirumala

  • Sales Manager

    1 week ago

    Kottayam, Kerala, India OBERT DE THIEUSIES XAVIER Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time remote role for a Sales Manager at Jackson Family Wines-LA. The Sales Manager will be responsible for developing and executing sales strategies, managing customer relationships, and achieving sales targets. Key day-to-day tasks include monitoring market trends, training...

  • Business Development Manager

    3 days ago

    Kottayam, Kerala, India Jac Group Full time ₹ 36,00,000 - ₹ 48,00,000 per year

    Please visit our website: A Sales BDM (Business Development Manager) is responsible for identifying new business opportunities, building client relationships, and driving revenue growth through strategic sales plans. Key duties include market research, lead generation, creating sales proposals, negotiating contracts, and collaborating with other teams to...

  • Business Development Manager

    2 weeks ago

    Kottayam, Kerala, India catalyst education Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Job Summary:The Business Development Manager – Marketing is responsible for promoting the institution's programs by conducting marketing activities, building partnerships, and organizing orientation sessions at schools and colleges. The role requires frequent visits to educational institutions to create brand awareness and drive student admissions.Key...

  • Customer Relationship Officer

    2 weeks ago

    Kottayam, Kerala, India EASY FINCAP Full time ₹ 2,40,000 - ₹ 3,00,000 per year

    Company DescriptionWe suggest you enter details about Easy Fincap here.Role DescriptionThis is a full-time on-site role for a Customer Relations Executive located in Kottayam. The Customer Relations Executive will be responsible for managing client relations, ensuring customer satisfaction, providing excellent customer service, and effective...