Relationship Manager
2 days ago
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
• Profiling Customers and provide financial products to meet customer needs
• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
• To Enhance & Retain customer profitability by capturing larger share of Wallet
• Ensure profitability of the portfolio: Generate high Income per Customer
• Acquire new customers who meet product criteria through cross-refer
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
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Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Golden Globe Group Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionGolden Globe Advisory Pvt. Ltd., established in November 2010, is one of the leading real estate companies in India. Our philosophy is simple: we adhere to high-quality standards to ensure smooth and transparent property transactions. We believe that business is all about relationships, and our most important relationship is with our...
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Relationship Manager
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Relationship Manager
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Relationship Manager relationship officer
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Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Choice Full time ₹ 2,00,000 - ₹ 12,00,000 per yearCompany DescriptionChoice is one of the leading financial service providers, offering a diverse range of services including stock market, mutual funds, insurance, and loans. Part of the diversified Choice Group, which spans finance, hospitality, and technology sectors, the company employs over 6000 professionals and has a national and international presence....
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Relationship Manager
2 weeks ago
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Relationship Manager
2 weeks ago
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Relationship Manager
6 days ago
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Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Tata Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per yearKey Objective of the Job:Main Accountabilities Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope. Client Relationship Management:Build and maintain...
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Relationship Manager
4 days ago
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