Relationship Manager

Job OverviewWe are looking for an experienced Relationship Manager – Wealth to manage and grow relationships with HNI, UHNI, and corporate clients. The role involves financial planning, portfolio management, and offering customized wealth solutions.Key ResponsibilitiesProvide end-to-end financial planning for HNI and corporate clients.Assess client risk...

Company DescriptionInsuranceDekho is an online platform that allows users to compare and buy insurance quotes from top-rated companies across various categories including Motor, Health, Life, and Travel insurance. The process of purchasing an insurance policy on InsuranceDekho is straightforward and user-friendly. Users select the type of policy, fill in the...

RELATIONSHIP MANAGER - MAH - LAP Company Name – Muthoot Fincorp Limited Job Title – Relationship Manager, Secured & Unsecured Business Loans Grade – C2 Location – PAN India Reports to – Business Manager, Secured & Unsecured Business Loans Span Of Control – NA Job Purpose The purpose of the role is to deliver and execute...

Relationship Managers (BRMs) play a crucial role in fostering relationships between organizations and their stakeholders, ensuring alignment between business objectives and services provided.

Education BackgroundGraduate/Post Graduate/MBA with atleast 3 years of experience from BFSI with strong Presentability and Knowledge of Markets (NISM XXI A and NISM XIII will be an added advantage)Work Experience3 Yrs+ of Sales experience, Preference to NISM Certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual...

A Customer Relationship Manager (CRM) acts as the vital link between a company and its clients, tasked with building and maintaining strong, long-lasting relationships to enhance customer satisfaction, retention, and loyalty. The CRM ensures that customer needs are understood and met, collaborating with sales, marketing, and support teams to create a...

Job Title: Wealth Relationship ManagerLocation: [City, State/Country]Job Type: Full-time⸻About the RoleWe are seeking an experienced and client-focused Wealth Relationship Manager to join our team. In this role, you will be responsible for building, maintaining, and deepening relationships with high-net-worth clients, understanding their financial goals,...

Role & responsibilitiesWe are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service.Actively prospect and...

Company DescriptionComplete Investment Solutions is a Wealth Management Company based in Bhopal. We specialize in creating, managing, and growing wealth, as well as planning economic welfare for families and individuals.Role DescriptionThis is a full-time on-site role for a Customer Relationship Management Specialist at Complete Investment Solutions. The...

Roles and ResponsibilitiesManage customer relationships through effective communication, ensuring high levels of satisfaction.Provide sales support to customers by resolving their queries and concerns in a timely manner.Coordinate with internal teams for seamless execution of after-sales services, including payment follow-ups and post-sales activities.Ensure...