Relationship Manager

Acquire new clients and manage existing relationships (Retail/HNI/NRI).Cross-sell equities, Dmat, mutual funds, insurance & wealth products.Provide investment advice, activate dormant accounts, and drive business growth.Achieve sales & revenue targets while ensuring excellent client service.Coordinate with internal teams to resolve queries and ensure...

Job OverviewWe are looking for a proactive and friendly Client Relationship Manager to act as the main link between our company and our clients (mostly parents of child artists/models). This role involves guiding clients, finalizing commercials, and ensuring smooth end-to-end coordination.Key ResponsibilitiesCounsel and guide parents about our services...

Job Title: Customer Relationship ExecutiveCompany: The Fifth VedaKey Responsibilities:Handle customer queries, concerns, and feedback through calls, emails, and chats.Maintain strong relationships with customers and ensure a positive experience.Manage inside sales activities including follow-ups, product explanations, and order handling.Proactively reach out...

Roles and Responsibilities-: •New client acquisition for Trading and Demat account • Revenue generation through brokerage • Cross selling of investment products, Equity and Advance brokerage product (as per client's needs) • Maintaining client relationship • To guide the client about the suitable investment / trading products as per...

**Primary responsibilities**: **Parent Relationship Management**: - Ensure all parents are aptly welcomed and comfortably seated. - Escalate all unresolved grievances of the parents to the Principal and Marketing Team at Vertex for prompt resolution ending with a parent delight - Adroitly track all parents’ queries via organizational query traction...

Roles and ResponsibilitiesDirect sales of Demat accounts and margin collection for equity, commodity and currency for Sharekhan/Arihant CapitalRevenue generation through brokerageHandling the team and motivating them to achieve their targets (for experienced candidates)To research, investigate and update clients on available investment...

**Company Overview**: Capital Via is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 15 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients. Capitalvia Fintech Private Limited (CFPL) is a registered startup operating as a...

**Company Overview**: Capital Via is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 15 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients. Capitalvia Fintech Private Limited (CFPL) is a registered startup operating as a...

Y Job Opening - Female Candidate Required Position Finance Relationship Executive Location Indore Full-Time Experience 2 Years in Finance Relationship Management We are looking for a motivated Female Finance Relationship Executive with a minimum of 2 years of relevant experience to join our team in Indore The ideal candidate should have strong...

The Sales Manager will be responsible for developing and implementing sales strategies to acquire new business and grow existing client relationships. This role is crucial for our continued success, serving as the face of our company to potential clients and translating their event needs into profitable contracts. You will manage the entire sales cycle, from...