Sr. Relationship Manager
2 days ago
Client Acquisition and Relationship Management:
- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
- Profiling Customers and providing financial products to meet customer needs.
- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
- To Enhance & Retain customer profitability by capturing a larger share of Wallet.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Acquire new customers who meet product criteria through cross-referral.
- Actively network and seek referrals to expand the client base and contribute to business growth targets.
Marketing and Business Development:
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- This role is to acquire B2C or B2B clientele & build a portfolio thereon.
- Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
- Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.
Financial and Product Expertise:
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
-
India RECEX Full timeProducts Secondary Bonds Fixed Deposit Mutual funds Capital Gain Bonds RBI Bonds Debt Primary Issues Desired Experience MBA PGDBM Graduate candidates with 2 years of relevant experience Locations Mumbai Kolkata Bangalore Hyderabad Chennai Position Sr Relationship Manager Relationship Manager Key Skills - Prior Experience of handling B2B Channel - Excellent...
-
Panchkula, Haryana, India, Haryana SR Paryavaran Full timeJob Summary:SR Paryavaran, a leading name in the water and wastewater treatment industry, is seeking an experienced and results-driven Digital Marketing Manager/Sr Executive/Exectuivee to lead the company’s online marketing initiatives. The role focuses on strengthening brand presence, driving qualified leads, and promoting sustainable water management...
-
Business Development Executive
3 weeks ago
Pune, India SR Primes Full timeJob Description Company Description SR Primes, founded by Mrs. Mrunal Choudhari and Mr. Pranav Choudhari in 2020, is a dynamic career architecture and organizational matchmaking company. Based in Pune, Ahilyanagar, and Chatrapati Sambhajinagar, SR Primes is dedicated to transforming careers and connecting talent with organizations. With over 2,100 successful...
-
Relationship Manager
3 days ago
Chennai, India Abakkus Asset Manager Private Limited Full timeJob Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...
-
Sr. Relationship Manager
7 days ago
India TATA CAPITAL Full timeSr Relationship Manager
-
Relationship Manager
2 days ago
India gHRig People Solutions Full time ₹ 2,50,000 - ₹ 15,00,000 per yearRelationship Manager / Sr. RM - Direct DistributionDepartment: Direct DistributionJob Nature: Full TimeLocation: chandigharJob DescriptionWith a commitment for promoting and selling life insurance policies directly to clients. This role offers immense growth opportunities and the chance to make a significant impact in the organization.Role and...
-
Sr Sales Manager
3 weeks ago
Gaya, India Pramerica Life Insurance Full timeJob Description Company Description Pramerica Life Insurance Limited is committed to fulfilling our promise to protect and support our customers and their loved ones by helping them achieve overall financial security. Established in India on September 01, 2008, the company operates across the nation through multiple distribution channels tailored to the...
-
Sitapur, Chhattisgarh, India Amrit Consultancy Full time ₹ 4,00,000 - ₹ 5,00,000 per yearDesignation -Relationship manager/Chief relationship manager/Executive relationship manager Channel- #banca channel Location - Jaipur Ctc- upto 5 LPA (Depends upon interview) Candidate must have 1 years experience in #bfsi #insurancesales #jd :- Building a strong relationship with the Bankers Achieving your sales targets as per channel...
-
India Scripbox Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe are seeking a dynamic and client-focused Senior Relationship Manager with 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.Job...
-
Manager / Sr. Manager / Deputy General Manager
4 weeks ago
India Kaapro Management Solutions Full timePositions - Manager Sr Manager Deputy General Manager Location - Ahmedabad Pune Bangalore Kolkata Qualifications B-Tech MBA Experience - 5 to 10 years of experience - Overall achieve sales target for the allotted region - Maintain growth in existing business and generate new business from existing customers - New customer acquisition and bring new products...
