Relationship Manager
5 days ago
1) The candidate will carry a target of Acquisition of DEMAT & Trading accounts through inhouse leads, 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 such as Mutual Funds, PMS, AIF, Structured Products, Insurance, LOANS.
4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention upselling our Financial Sources.
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.
8) Minimum 7 to 8 Accounts Compulsory Our CAPITAL Market Courses Other Ancillary Services
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Relationship Manager
2 weeks ago
Vilkan Society, Pune, India Propinn Ventures Full time ₹ 4,00,000 - ₹ 12,00,000 per yearWe are seeking a dynamic and customer-focused Relationship Manager to join our real estate team. The ideal candidate will be responsible for building and maintaining strong client relationships, understanding their property needs, and offering tailored real estate solutions to ensure client satisfaction and business growth.
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Relationship Manager
1 day ago
Rajmudra Society, Pune, India Connect Stocks Financial Consultancy Private Limited Full time ₹ 10,00,000 - ₹ 15,00,000 per yearJob description Company Name – CONNECT STOCKS FINANCIAL SERVICES PVT.LTD Immediate Requirement - Relationship Manager Demat selling - Cross selling /private equity, Insurance, Demat, Mutual Fund Need to maintain relations with his clients and with the team members. Job Location: Pune Branch - Office No 16,17, 5th Floor, D-Wing, K K Market,...
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Client Relationship Executive
1 day ago
Damayanti Society (Thane), Mumbai, India Itology Inventor Full time ₹ 6,00,000 - ₹ 12,00,000 per yearApproaching exporters, manufacturers & service providers for Internet Marketing products like SEO, Software, Website Design, etc. Generating 7 to 8 Prospects from existing client on a daily basis & responsible for the management of Prospect Cross Selling and Upselling our product and services. Maintain good relation with existing clients. Achieving...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Policy sansar Insurance Broking Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearLocation- Mumbai- Andheri EastRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts, identifying...
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Relationship Manager
1 week ago
Mumbai, Maharashtra, India ANAROCK Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRole DescriptionThis is a full-time, on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, identifying their needs and providing tailored real estate solutions. The role involves daily client interactions, managing client accounts, coordinating...
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Relationship Manager
1 week ago
Mumbai, Maharashtra, India LAKSH HUMAN RESOURCE Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Description Andheri East, Mumbai Relationship Manager Experience : 1 to 2 yrs Skills Required : Job Summary : Job Description Role Relationship Manager- [RM]- Wellness Roles and Responsiblities Generate leads; sell concept & product; partner with spas and salons to help increase our network More focused on penetration and relationship building....
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Relationship Manager
1 week ago
Mumbai, Maharashtra, India Yes Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Management :-Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentIdentify current and potential...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India The Zero Group Full timeCompany DescriptionThe Zero Group is where real estate meets lifestyle. We don't just sell spaces — we help you find your moment and own your future. Specializing in residential, commercial properties, and plots, we deliver zero stress and 100% commitment to our clients. Let's build your tomorrow, starting from Zero.Role DescriptionThis is a full-time...
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Relationship Manager
7 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager - Business Banking - Affluent-AFFLUENT-Relationship ManagerRelationship Manager - Branch Banking \ JOB ROLE:Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager - HNI-Kotak Private Banking-Relationship Manager As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management....