Relationship Manager

Key ResponsibilitiesProvide personalized investment advice and financial planning solutions to HNI and UHNI clients.Design and implement goal-based financial plans considering client's risk appetite, time horizon, and financial objectives.Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other...

We are seeking a proactive and customer-focused Relationship Manager with a strong background in mutual fund sales and distribution The ideal candidate responsible for developing and managing relationships with clients, offering suitable mutual fund

Sr. Relationship Manager Description Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Stakeholder Management ...

Career Opportunities Position Branch Relationship ManagerLocation SuratDepartment Customer Advisory TeamFunction Loyalty - SalesReporting to Territory Manager( Customer Advisory Team) About Max Life Insurance:''Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui...

Role & responsibilities:Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domainAchieve sales targets through active distributor engagement.Strengthen relationships with channel partners and provide ongoing support.Deliver product training, marketing assistance, and conduct joint investor...

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...

Company DescriptionAMIN SONS MARKETING PRIVATE LIMITED is a company located in Vadodara, Gujarat, India. The company is situated at Old National Highway No. 8, Navayard Channi Road. AMIN SONS MARKETING PRIVATE LIMITED is involved in marketing and sales of Nissan Cars.Role DescriptionThis is a full-time on-site role for a Sales Manager, located in Vadodara....

**Experience:Minimum 3-5 years of experience in financial services sales and business development.Company Description**PrimeIdea Ventures, established in 2008, transforms the ways people invest in mutual funds and stocks by offering services that simplify analysis and selection. The company's skilled and experienced team has developed a system leveraging AI,...

Company DescriptionAl Fahad Enterprises operates in diverse industries, including Tour & Travel services and Organic Products, among others. The company is dedicated to providing quality services and products to its customers, with a focus on innovation and customer satisfaction. Al Fahad Enterprises is continually expanding its operations to meet the...

Company DescriptionLemon Tree Hotels Limited (LTHL) is one of India's largest hotel chains, owning, leasing, operating, and franchising hotels across various market segments. The company's portfolio of over 220 hotels includes seven distinct brands: Aurika Hotels & Resorts, Lemon Tree Premier, Lemon Tree Hotels, Red Fox Hotels, Keys Prima, Keys Select, and...