relationship manager firstcry jobs in Pune

Company Description TREM – The Real Estate Mall Pvt. Ltd. is a real estate company focused on providing property buyers and investors with end-to-end advisory and transaction support. The organization aims to simplify the property search and buying experience through professional guidance, transparent processes, and customer-centric services. Team members...

Customer Relationship ManagementBuild and maintain strong relationships with customers, providing personalized service and addressing their financial needs Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements Recommend and offer appropriate banking products and services, such as loans,...

To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from...

Hiring : Relationship Manager/ Senior relationship Managers – Assettrust Services Pvt Ltd At Assettrust Services Pvt Ltd, we are the ultimate home-buying sidekicks. We consult, we compare, we score crazy good deals, and we hold the client's hand from day one of searching until the literal day of possession. We’ve been doing this for more than 12 years...

Core Responsibilities: ● Engage with the clients regularly and conduct their portfolio reviews. ● Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. ● Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. ● Prepare and interpret client...

About Us Edugenius Softwares LLP is an EdTech company transforming education through innovative, technology-driven learning solutions. We work with 500+ schools across India, serving lakhs of students and teachers through solutions such as 3D Maths & Science Labs, E-Library, Robotics & Coding, and Artificial Intelligence Labs. https://edugenius.in/ About...

Job Purpose To execute the marketing strategies in the allocated space with focus on garnering and developing sales. Key Responsibility Areas To increase in the AUM. Ensuring growth of business and surpassing periodical sales targets in terms of funds mobilized. Promotion of UTI MF Schemes, knowledge about the products and MF industry. Providing feedbacks...

g pre-opinion by verifying legal documents of the customers2. Process Compliance Adhere to the laid down processes for legal documents verification.3. Handle registration process with the help of empanelled lawyer. 4. To make sure all the post disbursement documents are tracked and sent to HO.5. Verification of legal documents and disbursement trigger to...

DescriptionRoles & Responsibilities: Some of the responsibilities will include:  Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.  Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.  Acquire New Clients...

Roles & Responsibilities: Some of the responsibilities will include: • Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. • Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. • Acquire New Clients...

Manage sales and distribution through cross-channel and open market channels Ensure unilateral growth by adding new DSAs / BranchesManage and grow the Direct Sales team and focus on increased ProductivityMarketing and encashing catchment areasMeeting HNI clients and explaining various products related to Loan against property/HFResponsible for Builder...

Job Purpose"This position is open with Bajaj finance limited"The Branch manager is a managerial responsibility for providing full leadership and direction to the team of employees in growing business and client base of consumer gold loan. The overall objective of this role is to build customer loyalty and recommend the development of business strategies or...

Location Name: Pune -Kalewadi Job Purpose "This position is open with Bajaj finance limited" The Branch manager is a managerial responsibility for providing full leadership and direction to the team of employees in growing business and client base of consumer gold loan. The overall objective of this role is to build customer loyalty and recommend the...

key responsibilities · Greet customers and respond to customer enquiries. · • Offer outstanding hospitality throughout client visits, aiding. · positive customer experiences and loyalty. · • Deliver polite, professional customer service to enhance business. · reputation through positive first impressions. · • Manage bookings to optimize team...

Job Purpose"This position is open with Bajaj finance limited"The Branch manager is a managerial responsibility for providing full leadership and direction to the team of employees in growing business and client base of consumer gold loan. The overall objective of this role is to build customer loyalty and recommend the development of business strategies or...

DescriptionAs a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking experience through personalized engagement and product offerings. This role involves sourcing new customers, deepening existing relationships, and...

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...

Job Title: Business Development / Relationship ManagerReporting To:Branch Manager/CEOAbout Finnovate:Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftlyTo date we have helped over 3500...

Acquire new clients for mutual fund investment products.Develop and maintain strong relationships with existing customers.Understand clients' financial goals, risk appetite, and investment requirements.Recommend suitable mutual fund schemes based on customer profiles.Conduct portfolio reviews and suggest investment strategies.Cross-sell and up-sell...

• About Us: Assettrust Services is one of the most reputed and trusted names in the real estate field since 2014, mainly focusing on the fundamentals of trust, transparency, and expertise. We provide the best quality service to our clients across India. Job Description: We are looking for a dynamic "Relationship Manager" passionate about sales, growth,...