Preferred Relationship Manager

Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

Urgent requirement for Preferred Relationship ManagerLocation - MumbaiJob descriptionAcquisition of new Preferred customers.Enhancement of the relationship by cross-selling products and services as per the profile & need of the customersDeepening the size of the relationshipRetention of the customers by providing the best possible services and being the...

About the RoleThis is a unique opportunity to drive strategic growth and development in key account management. The successful candidate will be responsible for cultivating and expanding relationships with high-net-worth individuals, family offices, and institutional investors.

About the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...

Mumbai0-10 years Exp.Full-timeJob ResponsibilityCustomer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call centerAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...

Channel: Alliance SalesResponsibilities;1.   Sales Strategy2.   Lead Generation3.   Customer Relationship Management4.   Cross-Selling and Up-Selling5.   Sales Performance Tracking6.   Relationship ManagementQualifications:1.   Education: Bachelor's degree in any discipline (preferably business, finance, or marketing).2.   Capital...

Urgent opening For Relationship Manager ( Female )Requirements: -A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients,...

Role: Relationship Manager- Wealth ManagementExperience:Min 2-3 years of experienceCTC: 10 LPA to 18 LPA.Employment:Full time, Permanent .Gender Preferred:No preferenceNotice Period:Max 1 monthJob Description:RM's required, with a min. of Cr. book (AUA- Assets Under Advisement)Communication should be goodManaging portfoliosNegotiateManaging relationships...

Role Overview:The Relationship Manager will be responsible for building and managing relationships with high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI). The primary focus will be to offer personalized financial solutions by leveraging the company's comprehensive suite of investment and stockbroking and distribution products,...

Role & responsibilities Job Title: Relationship Manager / Senior Relationship ManagerDepartment: Sales Agency Channel (Life Insurance)Employment Type: Hybrid (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Multiple Locations - Mumbai(Andheri, Borivali), ThaneJob Summary: We are actively seeking energetic and performance-driven...