Relationship Manager

Role 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...

Job 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...

Role & 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...

Business Development across Builders & Developers, Architects, Interior Designer's Also tabbing HNI & Corporate clients Relationship Development Client Retention Business Development Planning Research on to the Market

Roles and Responsibilities of RM HNI .Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customersResponsible to acquire high net worth clients for financial products. and revenue generation through open or direct marketCandidate having good relationship with HNI Clients.Ensuring the...

Responsibilities: * 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

Proficient in coordinating loan approvals, enhancing brand visibility, and building strong customer relationships with excellent communication skills and mobility for on-ground support. Required Candidate profileA detail-oriented and customer-focused Relationship Manager with 1-2 years of experience in gold appraisal, valuation, and handling. Skilled in KYC...

Job Role Manage big ticket size clients having group exposure above 5 Cr Build strong and effective relationship with Promoters and build client trust and confidence Understand 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...

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 financialplanning and wealth management solutionsConduct daily sales calling with prospects and identify their financial...

Job Title: RM - Dealing | Relationship Manager | Advisor ProfileLocation - Delhi NCR/ IndoreExperience Required : 1- 7 Year ( Broking / Financial Services Preferred)Key Responsibilities:Acquire and manage client for Demate & Trading AccountsGenerate brokerage revenue through equity, derivatives, and other market instrumentsCross - sell and upsell third -...