Relationship Managers
7 hours ago
Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking
1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.
2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.
4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
5) Developing and implementing strategic plans and initiatives to grow the business with key accounts.
6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
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Relationship Manager
2 weeks ago
Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per yearRelationship Manager-Acquisition-AGRI-FIN-PROJECTS (AF)-Marketing Branches Operations Department Agri Business Group (Agri SME – Working Capital Loans) Job Title Relationship Manager - Grade – M3 / M4 (Manager / Sr. Manager) – Portfolio Management Reporting to Area Sales Manager (ASM) Location Job Profile Job RoleCandidate should be...
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Relationship Manager
2 weeks ago
Surat, Gujarat, India KV Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a...
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Relationship Manager
2 weeks ago
Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per yearRelationship Manager-Retail Institutions-TASC & INSTITUTIONAL BUSINESS-Regional sales Job Description Relationship Manager- TASC & Institutional Business TASC & Institutional Business' vertical is a part of 'Retail Liabilities' division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts,...
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Relationship Manager
2 weeks ago
Surat, Gujarat, India CSB Bank Full timeRelationship Manager - Equipment Finance| Surat Developing relationships with OEMs/ Dealers, owning the target for the year & working towards achievement of target / acquiring customer & maintaining the relation ship to work with all stakeholder to achieve the business goal of the company Experience Range : 5 to 15 Years Qualifications :Graduate (Any...
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Relationship Manager
2 weeks ago
Surat, Gujarat, India Health Insurance Care Full time ₹ 2,00,000 - ₹ 6,00,000 per yearWe are looking to expand our team with relationship managers for Asset Vertical (Loan protect Insurance) in Surat Location. If you are interested Please send your CV to Freshers also welcome
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Relationship Manager
3 days ago
Surat, Gujarat, India Connect Consultant Full time ₹ 4,00,000 - ₹ 8,00,000 per yearResponsibilities:* Manage customer relationships through gold loan sales and appraisals* Ensure accurate gold valuations1-2 years of experience in Gold Appraisal, Valuation, CheckingUpto 30 years of age2 wheeler and Driving License is mandatoryHealth insuranceProvident fund
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Service Relationship Manager
5 days ago
Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearService Relationship Manager-Affluent-Priority-Regional sales Role:Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and...
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Business Relationship Manager
7 days ago
Surat, Gujarat, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPosition - Business Relationship Manager - SBE-Salaried PL and Working Capital-SalesTo understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various...
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Customer Relationship Manager
4 hours ago
Surat, Gujarat, India OptimumBrew Technology LLP Full time ₹ 6,00,000 - ₹ 12,00,000 per yearWe Are Hiring Customer Relationship ManagerWe are one of the best places to work. OptimumBrew Technology provides an opportunity for a Team Customer Relationship Manager job where you can grow your inner self, show your talents, get the best out of your own self. We believe in the invention of new processes that ease your work. The workplace at OptimumBrew...
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Customer Relationship Manager
3 days ago
Surat, Gujarat, India Kay Pee Full time ₹ 2,40,000 - ₹ 4,20,000 per yearKey Responsibilities: Client Relationship Building: Regularly connect with existing customers to ensure they are satisfied with products/services and to keep them informed about new offerings. Site Visits & Customer Meetings: Personally visit top customers to maintain face-to-face relationships, understand challenges they're facing, and discuss...