Relationship Manager

Job Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...

Role OverviewThe Relationship Manager will be responsible for managing and growing client relationships with HNIs/UHNIs, and corporates, while also engaging with IFAs/distributors to drive product penetration. This role combines direct client advisory with channel engagement, supporting both acquisition and retention.Key ResponsibilitiesAcquire and manage a...

Job RoleManage big ticket size clients having group exposure above 5 CrBuild strong and effective relationship with Promoters and build client trust and confidenceUnderstand business models, target segments, cash flows and structure WC solutions to best suit customer needs.Ensure timely closure of all pending PDDs.Tracking and liaison with customer for any...

Role & responsibilitiesJob Title: Relationship Manager (Field Sales Executive)Location: Delhi/ NCRCompany: Policy Bazaar Industry: InsuranceImmediate joiner onlyEligibility Criteria:Must own a Bike and have a valid Driving LicenseProficient in the regional languageMinimum 1-2 year of experience in field sales.Strong communication and networking skillsRoles...

Job Description Job Purpose: To cultivate and manage strong relationships with assigned bank partners, driving the generation of health insurance business through their branch network. The Relationship Manager will be instrumental in fostering collaboration, supporting bank staff, and achieving sales targets to contribute to the overall growth of Care Health...

Role & responsibilitiesResponsible for Acquisition of new LAP & HL customersOn boarding new channel partners, managing existing channels and working on activation of these channels by getting business month on monthAchieving sales targets assigned month on monthCross-sell of third party products & insuring the portfolioEnhancement of the relationship by...

Roles and Responsibilities of RM HNI .Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customersResponsible to acquire high net worth clients for financial products. and revenue generation through open or direct marketCandidate having good relationship with HNI Clients.Ensuring the...

Responsible for handling queries of customer through inbound calls Ensure quick and efficient resolution of customer queries / grievances. Manage large amounts of inbound calls in a timely manner Follow communication scripts when handling different topics Identify customers needs, clarify information, and provide solutions Executing trades on...

Job Title: RM - Dealing | Relationship Manager | Advisor ProfileLocation - Delhi NCR/ IndoreExperience Required : 1- 7 Year ( Broking / Financial Services Preferred)Key Responsibilities:Acquire and manage client for Demate & Trading AccountsGenerate brokerage revenue through equity, derivatives, and other market instrumentsCross - sell and upsell third -...

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