Relationship Manager

Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

Work closely with Bank branch staff to promote life insurance products. Assist customers in understanding and purchasing suitable insurance plans. Ensure achievement of assigned sales targets. Maintain good relationships Required Candidate profileAge max - 35graduation mustMinimum 1 years exp in BFSI Sales/ Loan Sales/ Insurance Sales/ LI Cross selling /...

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profileDeveloping and maintaining banking relationships with a select group of high net worth...

Job Responsibilities:Financial & Non-Financial Responsibilities:Deliver assigned targets as communicatedShould be able to execute strategies, Follows through on strategies in a disciplined and consistent mannerManage and maintain a sales pipeline.To ensure maintenance business related reports and MIS as required by management and leadership teamServe as the...

Role & responsibilitiesDirect ResponsibilitiesAcquiring new clients with benchmark assets.Increase the total assigned SIP book from allocated and new clients.Adding overall AUM by gathering assets from existing and new clients.Increasing the basket of clients having AUM.Contributing ResponsibilitiesAchieving the Business target assigned to branch in terms...

Currently we are hiring for Women returning to Work for multiple Roles and Designations.Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service...

Company DescriptionBimawalla, powered by Open Box Ventures, is dedicated to simplifying wealth-building and insurance for individuals, professionals, and businesses. With expertise in financial planning, insurance advisory, and investment strategies, Bimawalla helps clients protect their assets and grow their dreams. Bimawalla combines insurance and...

Role & responsibilities Job Title: Relationship Manager / Senior Relationship ManagerDepartment: Sales Agency Channel (Life Insurance)Employment Type: Hybrid (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Multiple Locations - Mumbai(Andheri, Borivali), ThaneJob Summary: We are actively seeking energetic and performance-driven...

Dear Candidate,Urgent opening with leading Networking platform firm.Location : Vashi, Navi MumbaiExperience : 8- 10 YearsEmployment Type: Full-timeCompensation : Up to 8.5 LPAInterested candidate can revert back with updated resume on Any query can call Shrutika : / Job SummaryWe are looking for a seasoned Relationship Manager to lead high-value client...

Job Title: Digital Client AcquisitionHiring at JM Financial Services (BlinkX App)Role: Digital Client Acquisition Voice Process (Demat Account Opening)Experience:Freshers can apply /Min 6 months Outbound Sales (BPO/Banking/Insurance)Languages: English + HindiEducation: HSC or GraduateSalary: 17K-25K Net + Incentives (up to 70K)Shift: 9AM7PM | 6 Days...