Relationship Manager
3 hours ago
Company Description
The Headway is a comprehensive solution provider for all investment and financial needs, with a presence in Delhi/NCR and Shivpuri (MP). Established in 2011 (formerly known as Key Portfolio Solution Private Limited), it was founded by seasoned finance professionals with a combined experience of over 50 years.
Role Description
This is a full-time on-site role for a Relationship Manager, located in New Delhi. The Relationship Manager will be responsible for maintaining and developing client relationships, providing financial advice, and handling client queries. Daily tasks will include creating customized financial plans, coordinating with the sales team, and ensuring customer satisfaction through consistent and high-quality service.
Qualifications
- Strong client relationship management and communication skills
- Experience in financial planning, investment advisory, and wealth management
- Analytical skills and proficiency in using financial software and tools
- Sales and marketing skills with a client-centric approach
- Relevant degree in Finance, Business Administration, or a related field
- Ability to work independently and as part of a team in a fast-paced environment
- Experience in the finance industry is a plus
-
Relationship Manager
2 hours ago
Delhi, Delhi, India Tax Manager Full time ₹ 2,40,000 - ₹ 6,40,000 per yearJob 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...
-
Relationship Manager
1 week ago
Delhi, Delhi, India Vaastu Naresh Full time ₹ 3,00,000 - ₹ 4,00,000 per yearJob Summary:We are looking for a proactive and dynamic Relationship Manager to build and maintain strong client relationships, ensure client satisfaction, and support business growth. The ideal candidate will act as the key point of contact between clients and the organization, handling queries, managing appointments, and promoting our services...
-
Relationship Manager
1 week ago
Delhi, Delhi, India Niva Bupa Health Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCompany DescriptionNiva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, a UK-based healthcare services expert. The vision of Niva Bupa is to become India's most admired health insurance company by empowering...
-
Relationship Manager
5 days ago
Delhi, Delhi, India MedLinks Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionMedlinks offers top-tier skin maintenance therapies designed to rejuvenate and enhance your Skin . With a focus on providing the best skincare solutions, Medlinks aims to bring out the natural beauty in every individual. To learn more, visit our website: Role DescriptionThis is a full-time on-site role for a Relationship Manager, located...
-
Relationship Manager
1 week ago
Delhi, Delhi, India Synergy Plus Full time ₹ 5,00,000 - ₹ 15,00,000 per yearDear Candidate,Were Hiring: Relationship ManagerCASA | Leading Private BankPosition:Relationship Manager CASAGrade:AM/DMExperience Required:2+ Years in CASA,Role OverviewWe are looking for an experiencedRelationship Manager (Branch Banking)portfolios management for a reputedprivate sector bank. The ideal candidate will be responsible for delivering...
-
Relationship Manager
7 days ago
Delhi, Delhi, India AU SMALL FINANCE BANK Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAU SMALL FINANCE BANK was founded two decades ago by Mr. Sanjay Agarwal, a Chartered Accountant and first-generation entrepreneur, along with a proficient team. Initially starting as AU Financiers, the organization has evolved into AU SMALL FINANCE BANK. The bank has relentlessly focused on customer-centric solutions, ensuring that the...
-
Relationship Manager
6 hours ago
Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDescriptionAs a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial...
-
Relationship Manager
1 week ago
Delhi, Delhi, India L&T Finance Full time ₹ 1,20,000 - ₹ 1,80,000 per yearCompany DescriptionL&T Finance is one of the leading non-banking financial companies (NBFCs) offering a diverse range of loans across Rural, Housing, Two-Wheeler, Personal, and Business (SME) sectors. The company is promoted by Larsen and Toubro Ltd. (L&T), one of the largest conglomerates in India. L&T Finance is publicly listed on BSE & NSE and adheres to...
-
Relationship Manager
9 hours ago
Delhi, Delhi, India PVAR SERVICES Full time ₹ 2,00,000 - ₹ 6,00,000 per yearJob Title:Relationship ManagerLocation:DelhiExperience:Minimum 1 YearWorking Days:Rotational OffOverview:A leadingtech product organizationis looking for a dynamic and results-drivenRelationship Managerto manage client relationships, drive direct sales, and ensure high customer engagement. The ideal candidate will have prior experience inB2C salesand be...
-
Relationship Manager/Sr. Relationship Manager
2 weeks ago
Delhi, Delhi, India Phillipcapital Full time ₹ 5,00,000 - ₹ 25,00,000 per yearThe Relationship Manager (RM) in Stock Broking is responsible for acquisition and managing a portfolio of clients, guiding them through the stock trading process, and ensuring high levels of satisfaction while generating revenue for the brokerage firm.Key ResponsibilitiesClient Acquisition and Retention:Develop and maintain relationships with high-net-worth...