Relationship Manager

Roles and ResponsibilitiesManage relationships with existing clients to identify their financial goals and provide tailored investment solutions.Identify new business opportunities by networking within the community and building relationships with potential clients.Develop a deep understanding of client needs to offer personalized advice on investment...

Relationship ManagerLocation : Jaipur/ Noida sector 132 / Bengaluru/ GurugramQualification : Any GraduationJob Summary:The ideal candidate will be the point of contact for customers. This candidate will keep schedules and provide feedback, documentation, and information in order to facilitate team activity. They will also work closely with sales teams to...

Role- Relationship office/ managerExperience -min 2yearField salesGood communicationLocation - DelhiProduct -Housing loansSalary - upto 4.20lpaResponsibilities -:Generating business through DSA'S/ Builders/ Channel Partners/ Open Market.To handle a DSA to Achieve the business numbers.To plan, organise & initiate to identify New Potential DSA, CA, Financial...

Responsibilities:* Manage high net worth clients' relationships & wealth growth* Acquire new HNIs through strategic networking & marketing efforts* Execute equity trades, provide investment advice & manage portfoliosSales incentives

Role & responsibilitiesTo build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategically about building and scaling up a client relationship management platformTo understand the nuances of each product and strategy and build investor portfolio accordinglyTo conceptualise and deliver quality...

Job RoleManage big ticket size clients having group exposure above 5 CrBuild strong and effective relationship with Promoters and build client trust and confidenceUnderstand business models, target segments, cash flows and structure WC solutions to best suit customer needs.Ensure timely closure of all pending PDDs.Tracking and liaison with customer for any...

The Relationship Manager will be responsible to maintain and expand relationship with assigned & new clients for achieving sales and profitability.Acquire new clients and Increase engagement of existing client by providing complete financial planning and wealth management solutions Conduct daily sales calling with prospects and identify their financial...

Job Description Key responsibilities - The Relationship Manager for is responsible for managing high value of Current And Saving accounts and enhancing relationships with business clients. - Focusing on their financial needs and providing integrated solutions. - Key responsibilities include generating incremental business through cross-selling products. -...

About The Role   Client Acquisition and Relationship Management:  - Identify and build Corporate opportunity for NPS across Corporate segments in the assigned geography Large, Mid, Small Corporates & others- Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform- Manage, Train & Service corporate stakeholders throughout the...

To manage and grow a portfolio of Supply Chain Finance/ Priority Sector relationships by meeting or exceeding budgeted sales and service targets within acceptable risk standards as detailed in the policy guidelines through strong relationship management skills, effective service delivery and credit presentations with a balanced risk / reward...