Relationship Manager

Company DescriptionMINTIT is your dedicated mutual fund app, making investing simple, accessible, and rewarding. We provide expert insights, personalized recommendations, and a user-friendly platform to help you achieve your financial goals. Download the app today and unlock your crorepati potentialRole DescriptionThis is a full-time, on-site role located in...

Roles and Responsibilities - Relationship Manager -Sales.Responsible for selling products like Insurance, Mutual funds, PMS , SIPs & D Mat and trading account etc to the customersEnsuring the highest levels of service & relationship with the clientsResponsible for activation of trading account of clients, assisting new entrants in the equity market to...

• Acquire new clients and manage relationships.• Advice on mutual funds, achieve sales targets, review portfolios.• Ensure compliance; stay updated on markets and cross-sell financial products.Interested one send resume at-

Elite Relationship Manager-Household-Branch Banking-Branch Banking We are seeking a dynamic and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets....

Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches OperationsJob Profile : Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have...

Company DescriptionKotak Private is the pre-eminent banker to India's wealthiest, with 60% of India's richest having chosen us for our cutting edge investment solutions. We offer a holistic financial platform tailored to meet the needs of our high-net-worth clients. Our comprehensive suite of services is designed to provide the best financial solutions for...

Role & responsibilitiesDevelops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross-sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking...

Role & responsibilitiesDirect ResponsibilitiesAcquiring new clients with benchmark assets.Open Demat Accounts & suggest investment'sIncrease the total assigned SIP book from allocated and new clients.Adding overall AUM by gathering assets from existing and new clients.Increasing the basket of clients having AUM.Contributing ResponsibilitiesAchieving the...

A Relationship Manager for Crop Loans at Kotak Mahindra Bank is responsible for building and maintaining strong client relationships with farmers, focusing on the agricultural sector. This role involves managing and growing a portfolio of crop loan customers, ensuring timely loan repayments, and identifying opportunities for business growth and...

Job Title: Client Relationship ExecutiveLocation: NagpurKey Responsibilities:Develop and maintain long-term relationships with existing clients to ensure satisfaction and loyalty.Identify, pursue, and convert new business opportunities through proactive engagement.Provide expert guidance on a range of financial products, including: Life Insurance, Health...