Relationship Manager

Role OverviewThe Relationship Manager will be responsible for managing and growing client relationships with HNIs/UHNIs, and corporates, while also engaging with IFAs/distributors to drive product penetration. This role combines direct client advisory with channel engagement, supporting both acquisition and retention.Key ResponsibilitiesAcquire and manage a...

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...

Relationship Manager-OLD CAR FINANCE-SalesThe Relationship Manager will play a pivotal role in managing relationships, identifying sales opportunities and driving growth in the Old Car Finance vertical. You will be responsible for achieving sales targets and maintaining strong client relationships. · To Plan and implement strategy to achieve business...

Role & responsibilitiesJob Title: Relationship Manager (Field Sales Executive)Location: Delhi/ NCRCompany: Policy Bazaar Industry: InsuranceImmediate joiner onlyEligibility Criteria:Must own a Bike and have a valid Driving LicenseProficient in the regional languageMinimum 1-2 year of experience in field sales.Strong communication and networking skillsRoles...

Company Description Nirmal Bang is one of India's leading stock broking companies, serving both retail and institutional clients with a diverse range of financial products and services. These include equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. The company is co-founded by Mr. Dilip Bang and Mr. Kishore...

Relationship Manager- The role involves managing and nurturing client relationships. - Candidates should have a minimum of 4 years and a maximum of 8 years of experience in a relevant field. - The position is based in Lucknow, indicating a focus on local market engagement. - Strong communication and interpersonal skills are likely essential for success in...

Role Summary In the above context, the Relationship managerrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies. Key Accountabilities/ ResponsibilitiesTeam Management. Channel Relationship. Workshops,...

Business Development across Builders & Developers, Architects, Interior Designer's Also tabbing HNI & Corporate clients Relationship Development Client Retention Business Development Planning Research on to the Market

Role & responsibilitiesResponsible for Acquisition of new LAP & HL customersOn boarding new channel partners, managing existing channels and working on activation of these channels by getting business month on monthAchieving sales targets assigned month on monthCross-sell of third party products & insuring the portfolioEnhancement of the relationship by...

Roles and Responsibilities of RM HNI .Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customersResponsible to acquire high net worth clients for financial products. and revenue generation through open or direct marketCandidate having good relationship with HNI Clients.Ensuring the...