Relationship Manager-Financial Products

**Job Summary**: **Key Responsibilities**: - Assess client needs and explain available loan options based on eligibility, company policies, and risk assessment. - Conduct credit checks, analyze financial profiles, and provide pre-approvals or recommendations for next steps. - Clearly explain terms and conditions, repayment schedules, and any applicable fees...

Role Priority Relationship Manager CTC 18 to 40 LPA Location Kanpur Lucknow Noida Jalandhar Gurugram Exp 5-15 years in wealth sales HNI Acquisition from Banks NBFCs Industry Banking Education Graduation PG Job Summary You ll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank s...

Job Title: Wealth Relationship Manager (Wealth RM)Location: M3M , Sector 65 ,GurugramExperience: 5–7 YearsRole OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) for our client. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through...

Job Title: Wealth Relationship Manager (Wealth RM) Location: M3M, Sector 65 ,Gurugram Experience: 5-7 Years Key Requirements5-7 years of experience in wealth management, preferably with banks, NBFCs, or wealth management firms.Proven ability to build and manage strong client relationships.Must possess a personal database of HNI/UHNI clients and strong...

Job Description Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: - Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs)....

The candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...

As a Relationship Manager for High Net worth Customers, your role involves developing new relationships and expanding existing ones for liabilities by sourcing customers. You will be responsible for sourcing new bank customers through individual efforts and acquisition channels. Additionally, you are expected to cross-sell bank products to existing branch...

We are looking for a Financial Advisor to guide clients in managing their finances and investments. The role includes providing advice on savings, insurance, mutual funds, and other financial products. **Key Responsibilities**: - Understand client needs and goals - Suggest suitable investment options - Build and maintain client relationships - Achieve...

As a Client Relations Executive executive specializing in Mutual Fund and Financial Planning, you will play a crucial role in our client acquisition and retention efforts. Working closely with our sales team, you will be responsible for effectively communicating our range of products and financial planning services to prospective and existing clients. **Key...

Virtual Relationship ManagerThe Virtual Relationship Manager will be responsible for managing and maintaining relationships with clients through virtual channels. They will provide financial advice, support, and assistance to clients, ensuring their financial needs are met. The role involves building and maintaining a portfolio of clients and providing them...