Customer Relationship Manager

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...

Job Title: Customer Relationship SpecialistAbout the RoleWe are seeking a highly skilled and experienced Customer Relationship Specialist to join our team. As a key member of our Bancassurance division, you will be responsible for building and maintaining strong relationships with our customers.Key Responsibilities:Customer Relationship Management: Develop...

Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size cross selling the Right products acquiring family a c s retaining and enhancing the relationship The RM is also...

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...

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...

Job Title: Relationship ManagerLocation: BhopalSalary: ₹3.6 LPA – ₹4 LPAJob Summary:We are looking for a dynamic and result-oriented Relationship Manager to join our team, responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers to grow their business, assisting in client servicing,...

Job Specifications Profile : RM – Sales Designation : Relationship Manager Reporting To : Branch Manager / Cluster Head Location : Indore Primary Job Responsibilities Key Responsibilities Client Acquisition & Onboarding Identify and acquire new clients for equity trading and investment services. Build a strong network to generate leads and convert...

We are hiring"Relationship Manager"Location:Hoshangabad Road, Bhopal Working Hours:9:00 AM to 6:00 PMWorking DaysMonday to Friday: Full daySaturday: Half daySunday: OffSalary:12,000 to 25,000 per monthResponsibilitiesManage and cultivate relationships with clients.The specific responsibilities are not detailed in the image, but typically, a relationship...

Job Description- A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank- Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and...

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,...