Relationship Manager, Wealth

Company DescriptionEstablished in March 2011, Union Mutual Fund is dedicated to providing diligent and effective asset management services to investors. The organization fosters a culture of growth and collaboration, emphasizing long-term wealth creation through the trust of its partners. With robust market intelligence, domain expertise, and innovative...

Company DescriptionUniversal Sompo General Insurance Co. Ltd. is a joint venture between Indian Bank, Indian Overseas Bank, Karnataka Bank, Dabur Investments, and the global insurer SOMPO. Headquartered in Mumbai, the company operates 181 offices across India, supported by digitally enabled employees and an extensive distribution network. Offering 234...

Company DescriptionSatin Housing Finance Limited (SHFL) is a reputed housing finance company specializing in providing long-term housing loans to low- and middle-income groups in urban, semi-urban, and rural areas of India. As a wholly-owned subsidiary of Satin Creditcare Network Limited, one of India's largest microfinance institutions, SHFL actively...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month Steered end-to-end process of customer.

DescriptionTo handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.Quality of advice given to customers as determined by customers and supervisor.Speed and efficiency of service given.Sales targets for bank and investment products. Going...

About the Role:We're looking for a creative, self-drivenOutreach & Community Marketing Specialistto help growPlaur, an AI Growth Manager built for Shopify merchants.In this role, you'll be responsible forbuilding relationships with Shopify merchants, agencies, and developers, increasing Plaur's visibility across online communities, and helping grow our...

Anand Rathi WealthPart of a special team which focuses only on clients with net worth greater than 50 CrPreparation of Aide Memoire (Monthly Portfolio statement) for Platinum clients with updating post any transactions during the monthAnalytical report preparation for mathematical decision making by clientsPreparing input sheets for audits of various items...

Role DescriptionThis is a full-time, on-site role for a Sales Manager located in Jodhpur. The Sales Manager will be responsible for developing and implementing sales strategies, managing relationships with clients, identifying new business opportunities, and achieving sales targets. Additional responsibilities include coaching the sales team, conducting...

Job Summary Varthana is seeking an experienced and dynamic Area Sales Manager for the Large Ticket segment to lead and drive high-value business development initiatives across a defined region. The Area Sales Manager will drive large ticket sales, ensuring revenue growth, cost efficiency, portfolio quality, and customer satisfaction. This role includes...

Company DescriptionPower Partner believes in creating profitable relationships by understanding and meeting customer requirements through exceptional customer service. We introduce innovative products and services, provide product solutions via our team of experts, and address commercial challenges through effective supplier contract negotiations. Our...