Senior NRI Wealth Relationship Manager

Job OverviewWe are seeking an experienced Wealth Relationship Manager to join our team. This role will be responsible for managing banking and investment relationships of high net worth individuals, driving growth in liabilities and investment business.Key ResponsibilitiesRelationship Management: Manage banking and investment relationships of clients,...

Company DescriptionFINDOOR is dedicated to helping individuals achieve financial freedom through goal-based financial planning. With over 15 years in the financial industry, we manage assets and portfolios for more than 500 families and corporations, focusing on High Net Worth Individuals and NRIs. Led by our founder, Mr. Sanjay Dubey, who holds a CFPCM...

Key Responsibilities: CORPORATE CommunicationDevelop and implement comprehensive marketing strategies specifically tailored for corporate and bulk sales of real estate propertiesConduct in-depth market research and competitive analysis to identify new opportunities, understand market trends, and segment corporate target audiences.Collaborate closely with the...

Greetings Role Overview : The Relationship Manager/ Senior Relationship Manager is responsible for understanding customer requirements, meeting service metric guidelines, retaining customers, converting prospects and assisting them in finding suitable partners.Must be fluent in Marathi & Hindi- Voice ProcessAverage in English communication can...

Roles and Responsibilities Core Responsibilities: Revenue Generation - Achieve Banks objective in terms of earnings, assets, liabilities, creditquality etc. as per agreed budgets / targets from clientrelationshipacrossall product groups. RelationshipManagement - Seek and acquire new client relationships by understanding thecustomers financial...

We are seeking a Customer Success Manager (CSM). The CSM will step in when sales interventions have not resolved issues, or when quality-related concerns and complaints arise. This role involves field visits, relationship building.

About this roleTeam and Role Overview BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As...

Roles and ResponsibilitiesManage client relationships through effective communication, ensuring high levels of satisfaction and retention.Coordinate with clients to understand their needs, expectations, and requirements.Prepare MIS reports using Excel to track key performance indicators (KPIs) and provide insights for business growth.Handle telephone calls...

Dear Candidate,urgent opening with leading bank for Virtual Channel.CTC : Upto 6 LPALocation : MaladJob role - Virtual Relationship Manager Job location - Empire plaza , Vikroli Job Purpose • To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get...

Your Role:Work closely with partner bank branches to drive insurance sales Build strong relationships with bank staff for lead generation Support bank teams in pitching insurance products to walk-in customers Achieve monthly sales targets and maintain regular reports Conduct training sessions to boost product awareness What We're Looking For:Graduate with 1...