Client Relationship Manager

Job OverviewWe are looking for an experienced Relationship Manager – Wealth to manage and grow relationships with HNI, UHNI, and corporate clients. The role involves financial planning, portfolio management, and offering customized wealth solutions.Key ResponsibilitiesProvide end-to-end financial planning for HNI and corporate clients.Assess client risk...

Job Title: Wealth Relationship ManagerLocation: [City, State/Country]Job Type: Full-time⸻About the RoleWe are seeking an experienced and client-focused Wealth Relationship Manager to join our team. In this role, you will be responsible for building, maintaining, and deepening relationships with high-net-worth clients, understanding their financial goals,...

Education BackgroundGraduate/Post Graduate/MBA with atleast 3 years of experience from BFSI with strong Presentability and Knowledge of Markets (NISM XXI A and NISM XIII will be an added advantage)Work Experience3 Yrs+ of Sales experience, Preference to NISM Certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual...

A Customer Relationship Manager (CRM) acts as the vital link between a company and its clients, tasked with building and maintaining strong, long-lasting relationships to enhance customer satisfaction, retention, and loyalty. The CRM ensures that customer needs are understood and met, collaborating with sales, marketing, and support teams to create a...

Relationship Manager-Agri-Fin-Dealer Funding(DF) -Sales Grade- M2/M3 Role- Relationship Manager Job Description : Job Profile : ü Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English....

Positon - Relationship Manager-Portfolio-Agri Business Group (ABG)-Marketing Branches OperationsOpportunity to work with Best Bank of Country Kotak Mahindra BankDepartment - Agri Business Group (Agri SME Working Capital Loans)Reporting to Area Sales Manager (ASM)Location Candidate should be self-motivated & strong relationship management skills. Requires...

RELATIONSHIP MANAGER - MAH - LAP Company Name – Muthoot Fincorp Limited Job Title – Relationship Manager, Secured & Unsecured Business Loans Grade – C2 Location – PAN India Reports to – Business Manager, Secured & Unsecured Business Loans Span Of Control – NA Job Purpose The purpose of the role is to deliver and execute...

The role of a Relationship Manager at Bank is critical in building and maintaining strong client relationships, providing financial advice, and driving business growth. Product - loan, casa, credit card, LI &GI

This job is provided by Designation : Relationship ManagerTalk to customers about loans, credit cards, and insurance.Guide them in choosing suitable financial products.Help with application process and KYC.Work on leads to meet monthly targets.Support customers after product delivery.Candidate ProfileAny Graduate requiredFRESHERS OR MIN. 1 YEAR BFSI...

Relationship Managers (BRMs) play a crucial role in fostering relationships between organizations and their stakeholders, ensuring alignment between business objectives and services provided.