Relationship Manager

Job Title: Relationship Manager / Sr. Relationship Manager / AVPDepartment: Medium Enterprises (ME)Experience: 34 YearsGrade: Manager to AVPRole Summary:We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients...

Job Title: Team Leader - Affluent Relationship Manager Customer Engagement ChannelLocation: MumbaiIndustry: Banking / Financial Services / Investment AdvisoryExperience Required: yearsEmployment Type: Full TimeEducation: Graduate/Postgraduate (NISM certification preferred)Job Description:We are looking for a highly motivated Affluent Relationship Manager to...

Job Title: Affluent Relationship Manager Customer Engagement ChannelLocation: MumbaiIndustry: Banking / Financial Services / Investment AdvisoryExperience Required: 5 10 yearsEmployment Type: Full TimeEducation: Graduate/Postgraduate (NISM certification preferred)Job Description:We are looking for a highly motivated Affluent Relationship Manager to join our...

Build and maintain strong relationships with customers by offering excellent post-sales service and timely advice on portfolio adjustments. Engage in regular communication to keep customers informed of new product offerings and market trends

To manage and deepen relationships with High Net-Worth (HNI) clients provided through the company's portfolio, by delivering customized life insurance and wealth protection solutions.

Work closely with Bank branch staff to promote life insurance products. Assist customers in understanding and purchasing suitable insurance plans. Ensure achievement of assigned sales targets. Maintain good relationships Required Candidate profileAge max - 35graduation mustMinimum 1 years exp in BFSI Sales/ Loan Sales/ Insurance Sales/ LI Cross selling /...

Are you looking for a dynamic and rewarding career in the world of finance? Join stockaxis, where we empower you to unlock your potential and become a Wealth Relationship Manager - the ultimate face of our businessWhy Join Us?At Stockaxis, we are on a mission to help investors secure their financial future with the right investment solutions. We strive to be...

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profileDeveloping and maintaining banking relationships with a select group of high net worth...

Job Responsibilities:Financial & Non-Financial Responsibilities:Deliver assigned targets as communicatedShould be able to execute strategies, Follows through on strategies in a disciplined and consistent mannerManage and maintain a sales pipeline.To ensure maintenance business related reports and MIS as required by management and leadership teamServe as the...

Role & responsibilitiesDirect ResponsibilitiesAcquiring new clients with benchmark assets.Increase 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 Business target assigned to branch in terms...