Relationship Manager-Financial Services

Relationship Manager - Financial ServicesExperience: Minimum 3 YearsQualification: Any Graduate / Postgraduate Key Responsibilities: Client Acquisition & Relationship Management Identify potential customers and generate leads for loan products and liability accounts. Build and maintain strong relationships with both new and existing clients. Understand...

Financial Planning ExpertiseWe are seeking a seasoned Certified Financial Planner (CFP) with a proven track record in client relationship management to serve as a trusted advisor to our clients.Client Engagement:Foster and maintain strong, trust-based relationships with affluent/high-net-worth clients.Proactively engage with clients to understand their...

Job Title: Senior Financial Planner and Relationship ManagerAbout the Role:We are seeking a seasoned financial professional with expertise in planning, relationship management, and investment guidance to serve as a trusted advisor to our clients.Key Responsibilities:Client Relationship Management:Develop and maintain long-term relationships with...

Company DescriptionNirmal Bang is one of India's leading stock broking companies, serving both retail and institutional clients with a diverse range of financial products and services. These include equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. The company is co-founded by Mr. Dilip Bang and Mr. Kishore...

Company Description Nirmal Bang is one of India's leading stock broking companies, serving both retail and institutional clients with a diverse range of financial products and services. These include equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. The company is co-founded by Mr. Dilip Bang and Mr. Kishore...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time, on-site role for an Area Manager located in Lucknow. The Area Manager will oversee and manage financial operations within their designated area. Responsibilities include developing and implementing business strategies, managing staff, ensuring customer satisfaction,...

Company Description We suggest you enter details here. Role Description This is a full-time, on-site role for an Area Manager located in Lucknow. The Area Manager will oversee and manage financial operations within their designated area. Responsibilities include developing and implementing business strategies, managing staff, ensuring customer satisfaction,...

Company DescriptionGrihum Housing Finance Limited (formerly Poonawalla Housing Finance) is a national-scale affordable housing finance company with Humility, Trust, and Togetherness as its core values. We are dedicated to making homeownership a reality for those overlooked by India's mainstream lenders. Serving primarily through our GO Direct – Go Home...

Financial Management ProfessionalThis role involves overseeing financial records, conducting thorough analyses and providing exceptional customer service.Manage and maintain accurate financial records.Conduct comprehensive financial analysis to inform business decisions.Develop effective strategies for account management and customer service.Communicate...

About the RoleWe are looking for a Relationship Manager with experience in the Wealth Management space who can effectively acquire, manage, and grow High Net Worth (HNI) and Ultra HNI client relationships. The role involves advisory, portfolio management, and business development to achieve revenue and AUM targets while ensuring superior client service.Key...