Financial Relationship Manager

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context:Key Responsibilities1. Client...

Job OverviewWe are seeking a skilled professional to manage client relationships and drive revenue growth.Key Responsibilities:Identify and acquire new client opportunities by understanding their financial needs and providing tailored solutions.Manage existing client relationships by handling activities from initial contact to closing deals, including needs...

Key Responsibilities:Propose and manage credit notes for risk approval.Understand disbursement processes, including legal and financial aspects.Acquire new clients and expand their share of business in our portfolio.Work on working capital and term loan financing, with experience in presenting cases to the committee for approval.Stay up-to-date with local...

Job Description- The role involves building strong, long-lasting relationships with clients and providing exceptional customer service- The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targetsResponsibilities Client Relationship Management- Build and maintain...

Senior Relationship Manager Job DescriptionWe are seeking a skilled Senior Relationship Manager to join our team. The ideal candidate will have 5-12 years of experience in financial planning and wealth management advisory.Certified Financial Planner (CFP) certification is preferred, with a graduate degree from a recognized institution.The successful...

Exceptional Client Experiences in Financial ServicesAbout the RoleWe are seeking a skilled professional to manage and strengthen client relationships, coordinating with internal teams to ensure seamless onboarding and efficient query resolution.The ideal candidate will work closely with clients and internal teams to coordinate operations such as NAV release,...

About the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...

Company DescriptionCanara HSBC Life Insurance Company Limited, incorporated in 2007, is a joint venture promoted by Canara Bank and HSBC Insurance. With its corporate office in Gurugram, Haryana, and over 100 branch offices across India, the company combines the trust and market knowledge of public and private banks. Canara HSBC Life Insurance offers a...

Job DescriptionJob Description1 Client Acquisition:- Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships2 Client Relationship Management:- Build and maintain strong relationships with corporate clients in the Mid Corporate segment.- Understand clients financial...

About the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...