Relationship Manager

1 day ago


Delhi Jaipur NCR Panchkula, India Bizaccen Knnect Full time

Job description:

  • New client acquisition, building new relationships and increasing depth in existing relationships with clients.
  • Selling online broking accounts- Demat account, trading account.
  • Identifying customer needs, assessing their appetite and providing them investment options.
  • Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
  • Achieving targets as assigned by the organization on a monthly basis.
  • Migrating offline clients to do online trading.
  • Regular updates to the immediate superior as a when required.

Qualification:

  • Graduate

Experience:

  • 2-5 Years

Key Skills:

  • Good communication skills
  • Strong analytical skills
  • Customer orientation

Functional Area:

  • Sales

  • Relationship Manager

    2 weeks ago


    Delhi, Jaipur, Mumbai, NCR, India Hello Edge Full time ₹ 24,00,000 - ₹ 72,00,000 per year

    LocationsRole OverviewAs a Relationship Manager, youll be the face of Mittsure in your region promoting our learning solutions, driving sales growth, and building strong partnerships with schools, bookstores, and distributors.Key ResponsibilitiesLead Generation & Sales: Pitch Mittsure products and Olympiad programs to schools and channel partners.Product...

  • Relationship Manager

    3 weeks ago


    Mumbai, Delhi NCR, India Basic Enterprises Private Limited Full time

    Job Description Position Title: Relationship Manager - Home Loan Sales DSA (Field Sales) Department: Sales Reports To: Area Sales Manager Job Summary: The Relationship Manager for Home Loan Sales (DSA) will be responsible for driving sales of home loans through a network of Direct Sales Agents. The individual will support DSAs in achieving their sales...


  • Delhi, NCR, India Starters' Cfo Full time

    Responsibilities:* Develop & execute CRM strategies* Manage customer relationships using CRM tools* Collaborate with sales team on lead generation* Monitor KPIs & optimize performance


  • Delhi, NCR, India Shri Krishna Embroideries Full time

    Role & responsibilitiesCandidate with 2+ years of experience and excellent communication skills & soft spoken (Hindi English & Punjabi).Preferred candidate profileManage customer relationships and ensure client satisfaction.


  • Delhi, NCR, India Woodver Coatings Full time

    Responsibilities:* Develop & implement CRM strategies for customer satisfaction.* Collaborate with sales & marketing teams on lead generation.* Manage customer relationships through SAP/Zoho CRM tools.Provident fund


  • Delhi, Gurugram, NCR, India Utkarsh Small Finance Bank Full time

    JOB SUMMARY The role entails overseeing the Sales and service aspect of Premium and above segment customer in GB branches including distribution operations, service and sales. The role bearer is responsible for Premium and above segment client portfolio management (acquiring, Enhancing, deepening and retention). The role bearer will be a one point contact...


  • Jaipur, Rajasthan, India Kaabil Finance Private Limited Full time

    Company DescriptionKaabil Finance Private Limited is dedicated to empowering individuals at the foundation of India's economic pyramid. By providing financial support to deserving customers, Kaabil Finance champions the cause of 'Atmanirbhar Bharat,' helping to build a self-reliant India. The company values inclusivity and sustainable growth, aligning itself...


  • Bengaluru, Delhi, Mumbai, NCR, India Alpha Alternatives Full time

    Role & responsibilitiesTo build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategically about building and scaling up a client relationship management platformTo understand the nuances of each product and strategy and build investor portfolio accordinglyTo conceptualise and deliver quality...


  • Delhi, NCR, India V Konnect Full time

    Roles and ResponsibilitiesManage relationships with existing clients to identify their business needs and provide tailored solutions.Develop new business opportunities through referrals, networking, and market research.Identify cross-selling opportunities for various banking products such as Trade & Forex, LC, Term Loan, CC, OD, Cash Credit, SME Banking...


  • Jaipur, Rajasthan, India 360 ONE Wealth Full time

    Role Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:Identify and onboard HNW clients through market research,...