Relationship Manager

Role & responsibilitiesJob Summary:The Relationship Manager for Alternate Channel Sales will be responsible for building and managing relationships with partners in the alternate sales channels . This role requires a strategic thinker with strong interpersonal skills to drive business growth and achieve sales targets through non-traditional sales...

Key Responsibilities:1. Client Relationship Management:o Build and maintain strong relationships with new and existing SME clients.o Act as the main point of contact for clients, addressing queries, providing advice, and resolving any issues.2. Loan Origination and Management:o Assess client financial needs and recommend suitable SME loan products.o Guide...

Job DescriptionJob SpecificationsProfile: RM SalesDesignation: Relationship ManagerReporting To: Branch Manager / Cluster HeadLocation: IndorePrimary Job ResponsibilitiesKey Responsibilities1. Client Acquisition & Onboarding- Identify and acquire new clients for equity trading and investment services.- Build a strong network to generate leads and convert...

Job Title: Relationship Portfolio ManagerWe are seeking a skilled Relationship Portfolio Manager to join our team. As a key member of our portfolio management group, you will be responsible for managing relationships with high-value customers and identifying opportunities for growth and expansion.Key Responsibilities:Develop and implement...

Company DescriptionFounded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India. With a client base of over 31 lakhs, 120+ branches, and 4400+ business partners, Mirae Asset Sharekhan's full-service model provides comprehensive financial solutions including Mutual Funds, Stocks, IPOs, Portfolio Management Services...

Job DescriptionJob DescriptionClient Identification & Sourcing:. Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer. Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline.. Understand clients financial goals, challenges, and...

Job Profile : Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team playerShould have excellent communication skill, including Hindi and Local language along with EnglishShould have the good inter personal skills and polite attitude to handle customersShould have excellent people Management skills so...

KEY RESPONSIBILITIESClient Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients.Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies.Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.Financial Planning &...

We are looking for a Client Relationship Manager to join our team at Finstac Broking Llp. The role involves updating accurate data in databases, spreadsheets, and systems as required. With a collaborative environment and growth opportunities, the position offers a salary of ₹ ₹31000.Key Responsibilities:Maintain and organize physical and digital records...

Elite Relationship Manager-Business Banking-BRANCH BANKING-Branch BankingDevelops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product...