Service Relationship Manager

Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

About the JobAt Coats, we are a world leader in thread manufacturing and structural components for apparel and footwear. We also pioneer innovative performance materials that cater to various product needs.Our trusted clients across the globe rely on us to deliver crucial, inventive, and sustainable solutions. We offer value-added products including apparel,...

Location- Mumbai- Andheri EastRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts, identifying...

Post: Customer Relationship ManagerQual: Any Graduates/MBAExp: Min 5YrsSalary: As per candidatesFemale candidates consider OnlyLocation: Chembur, Mumbai Ms. Nimitha on Required Candidate profileCandidates Must have fluent in English with good exposure in Customer management

BeWealthy Consultants Pvt. Ltd. is a pioneering service portal that bridges the gap between clients and companies. Specializing in Financial Advisory, Wealth Management, and various Planning Services, our team of experts possess deep insights into the complex economy. We provide services spanning Financial Planning, Insurance, Tax advice, and Investment...

Company DescriptionHDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd. Formed to serve as a distribution arm, the company provides doorstep service to prospective clients of the HDFC group. HDFC Sales offers a range of financial management solutions including Home Loans, Life Insurance, and General Insurance. The company is focused on delivering...

Role & responsibilities1. Client Relationship ManagementAct as the primary point of contact for clients for account opening, PMS operations, and service-related queries.Build and maintain strong client relationships by understanding their needs and providing customized solutions.Address and resolve client queries and issues promptly and professionally.2....

About this roleWe are seeking an experienced professional to manage a portfolio of clients and provide them with expert financial advice and services.Key Responsibilities:Act as the primary point of contact for clients, understanding their banking and investment needs.Provide expert inputs on a wide range of financial products including deposits, mutual...

About the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...

Company DescriptionTriGen Wealth, a venture under Prime Securities Ltd, is committed to delivering innovative, client-focused financial solutions. Led by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends traditional values with modern thinking to redefine wealth services. With decades of experience in banking, securities,...