Wealth Relationship Manager

Responsibilities:* Manage client relationships through life insurance, wealth management, health sales & mutual funds.* Upsell products and services to existing clients.* Generate leads through direct channels.Health insuranceProvident fundAnnual bonus

Company DescriptionVastu Housing Finance Corporation Ltd. is a Mumbai-based housing finance company committed to delivering responsible, sustainable credit solutions across India. Focusing on financial inclusion, Vastu serves underserved and self-employed communities in peri-urban and rural areas, helping individuals and families achieve homeownership and...

KEY RESPONSIBILITIES :-Required Expertise: Mutual Fund, Bond, Unlisted, Insurance, MLD, TTP (Third Party Product)Banking Product.Business Growth & Revenue Generation Develop strategies to increase revenue, customer base, and wallet share.Drive cross-selling & upselling of financial products to HNI clients. Achieve sales and revenue targets for each...

Company DescriptionHero Insurance Broking is one of India's leading insurance broking houses, providing a range of retail, commercial, and corporate insurance products. Part of the Hero Enterprise Group of Companies, the company has a strong legacy of offering life, health, livestock & poultry, motor, property, and corporate insurance with tailored solutions...

Job Title: Relationship Manager Job Description: Roles and Responsibilities:Build and maintain strong, long-term relationships with existing and prospective clients.Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine & QR codes.Act as the primary point of contact for clients...

Company DescriptionReliance Nippon Life Insurance is one of India's prominent private sector life insurance companies. The organization provides diverse life insurance solutions, including Protection Plans, Child Education Plans, Retirement Plans, Savings & Investment Plans, and Health Plans. With a customer-centric approach, we are committed to addressing...

Total years of Experience: 1 to 2 yearsRelationship Manager (Sales)Key Responsibilities:Generate new business leads through various channels.Meet and convert leads provided by the company into active clients.Acquire new Authorised Persons, Sub-brokers, Business Associates, and Channel Partners.Provide business establishment and operational support to...

Total years of Experience: 1 to 2 yearsKey ResponsibilitiesGenerate new business opportunities and proactively follow up with potential clients.Engage with company-provided leads to convert them into active business partners.Support existing Authorised Persons in business development and operational establishment.Achieve revenue targets through effective...

Company DescriptionWe suggest you enter details hereRole DescriptionThis is a full-time on-site role for an Account Manager located in Prayagraj. The Account Manager will be responsible for managing client accounts, developing and maintaining strong client relationships, understanding client needs, and ensuring customer satisfaction. Day-to-day tasks include...

Duties and Responsibilities 1)Manage FOS: Recruit, train and motivate the teamManage channel relationshipsDrive sales numbers and increase finance penetration, meet allocated sales targetsManage the sales processEnsure process rigour and controllership2) Ensure smooth service delivery to channel partners Manage the FOS productivityReconciliation of...