Senior Relationship Manager
2 days ago
Company Description
We suggest you enter details here.
Role Description
This full-time role for a Senior Relationship Manager will be based on-site in Chandigarh. The Senior Relationship Manager will be responsible for managing and growing the relationships with key clients, understanding their financial goals, and providing tailored wealth management advice. Daily tasks will include client portfolio management, monitoring market trends, developing personalized investment strategies, and ensuring client satisfaction. Additionally, the role requires preparing financial plans, conducting meetings with clients, and collaborating with the internal team to address any client needs or issues.
Qualifications
- Client Management and Relationship Building skills
- Knowledge of Financial Markets and Investment Strategies
- Experience in Portfolio Management
- Excellent Communication and Presentation skills
- Problem Solving and Analytical skills
- Bachelor's degree in Finance, Business Administration, or related field; a Master's degree or CFA/CFP certification is a plus
- Ability to work on-site in Chandigarh
- Relevant experience in wealth management or financial advisory roles
-
Relationship Manager
2 weeks ago
Ludhiana, Punjab, India Axis Asset Management Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRelationship Manager- The role involves managing client relationships and ensuring customer satisfaction. - Candidates should have a proven track record in relationship management. - The position requires strong communication and interpersonal skills. - Experience in sales or business development is preferred. - The ideal candidate should be able to identify...
-
Relationship Manager
1 week ago
Ludhiana, Punjab, India Swan Genx Full time ₹ 1,80,000 - ₹ 5,40,000 per yearRelationship ManagerA Relationship Manager is responsible for forming and maintaining connections with clients to drive sales. Their duties include meeting with client's in-person to discuss new products or services, resolving client issues or services, to preserve relationships and communicating with other departments about maximizing client experiences. In...
-
Relationship Manager
2 weeks ago
Ludhiana, Punjab, India SBI MUTUAL FUND (SBIMF) Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole and ResponsibilitiesDevelop, implement strategy to achieve planned growth objectives for the IFA channelAcquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing processActivate IFAs thought regular knowledge sessions to empower them to build sizable AUMDevelop, execute and manage retail strategy and tactical business...
-
Customer Relationship Manager
2 weeks ago
Ludhiana, Punjab, India Skill Mapping Full time ₹ 2,16,000 - ₹ 2,76,000 per yearA CRM (Customer Relationship Management) job description varies depending on the specific role, but generally involves building and maintaining strong customer relationships, overseeing customer service operations, managing CRM software, analyzing customer data to improve the customer experience and increase loyalty, and collaborating with sales and...
-
Relationship Manager
3 days ago
Ludhiana, Punjab, India ICICI Lombard Full time ₹ 4,00,000 - ₹ 12,00,000 per yearGreetings from ICICI Lombard General Insurance Co. Ltd.ICICI Lombard is the leading private general insurance company in the country. The Company offers a comprehensive and well-diversified range of products through multiple distribution channels, including motor, health, crop, fire, personal accident, marine, engineering, and liability insurance. With a...
-
Customer Relationship Manager
5 days ago
Ludhiana, Punjab, India Fomerah Ventures Full time ₹ 2,40,000 - ₹ 3,60,000 per yearCRM & Sales CoordinatorDepartment: Sales & MarketingReports To: Sales Head / Director / CRM ManagerLocation: LudhianaPurpose of the RoleTo manage the entire sales and customer relationship process — from lead handling, booking coordination, documentation, payment follow-ups, to after-sales service — ensuring a seamless customer experience and efficient...
-
Development/Relationship Manager
2 weeks ago
Ludhiana, Punjab, India ICICI Lombard Full time ₹ 4,00,000 - ₹ 12,00,000 per yearTitle :- Development/Relationship Manager - Health Agency(Ludhiana)Vertical :- Health AgencyLocation : LudhianaMinimum Experience: 1-10 yearsIndustry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCGRoles and Responsibilities:1) Sales of health insurance through Agency Channel.2) Recruit, Train Agents and Generate business through...
-
Senior Manager
3 days ago
Ludhiana, Punjab, India Myntra Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAs a Senior Manager-QA with years of experience, you need toimplement quality control systems, monitor production processes, analyze data, and lead teams to improve quality and efficiency. The candidate should preferably have a degree/diploma in textile or apparel manufacturing from a premier institutes and has an experience of working with retailers of...
-
Senior Sales Executive
5 days ago
Ludhiana, Punjab, India EUSU Logistics Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionEusu Logistics is a global supply chain management service partner that facilitates business growth for its customers. With offices in 39 cities across 21 countries, Eusu Logistics offers complex distribution services to meet various logistics demands, including freight forwarding, warehousing, trucking, LCL, and buyer's consolidation. The...
-
Senior Sales Executive
5 days ago
Ludhiana, Punjab, India EUSU Logistics Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionEusu Logistics is a global SCM service partner dedicated to supporting the business growth of customers. With operational offices in 39 cities across 21 countries, we provide comprehensive distribution services to meet various logistics demands such as freight forwarding, warehousing, trucking, LCL's, and buyer's consolidation. Our team of...