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...

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 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,...

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...

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...

This job is provided by Designation : Relationship ManagerTalk to customers about loans, credit cards, and insurance.Guide them in choosing suitable financial products.Help with application process and KYC.Work on leads to meet monthly targets.Support customers after product delivery.Candidate ProfileAny Graduate requiredFRESHERS OR MIN. 1 YEAR BFSI...

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,...

Job description Designation : Elite Relationship Manager  Division : Liabilities  Location Bhopal(MP Nagar)  Salary - 3 LPA to 6LPA  Desired Experience & Qualification:  * Post Graduate with 4 years to 6+ years of relevant experience in Acquisition/relationship management* Good local Network and Must have good knowledge of Insurance & Investment...

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...