Manager - Institutional Sales Shriram Asset Management Co Ltd

3.0 - 8.0 years

12 - 19 Lacs

New Delhi, Chennai, Mumbai (All Areas)

Work from Office

Role & responsibilities Develop and execute sales strategies to expand institutional business partnerships and client base. Conduct market research to identify potential institutional clients and industry trends. Establish and nurture relationships with key decision-makers and stakeholders within targeted institutions. Possess an in depth knowledge of industry sector/segment wise in respective region. Confident to review and discuss Financial markets with investors to and Brand/ Class market Shriram AMC. Persistent follow up if required for inclusion of SAMC in the investment portfolio of investors. Partner with wholesale Distributors to understand their clintetel financial needs to promote to SAMC Schemes. Responsible for driving the sales for all wholesale along with high volume across the region. Engage with Corporate treasuries to ensure higher allocation there by increasing market share of respective regions. Responsible for conducting all educating / training for new investors. Maintaining weekly sales reports to track, analyse and communicate business results and provide insight and feedback by account. Provide regular updates and reports on institutional business development activities to senior management. Stay informed about industry regulations and compliance standards affecting institutional business relationships. Work closely with internal teams to ensure seamless investment experience to institutional clients. Preferred candidate profile Preferably candidates from AMC / NBFC with MF knowledge

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Relationship Manager Dream Jobs Staffing Solution

2.0 - 7.0 years

8 - 10 Lacs

Nagpur, Pune, Mumbai (All Areas)

Work from Office

Overall Job Description Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. Easily establish relationship with customers and build a rapport. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions. Maintain highest order of honesty, transparency and integrity in all actions. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Mandatory Certifications IRDA and AMFI mandatory

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Relationship Manager- Branch Banking (Ajmer) Rekrut India

5.0 - 10.0 years

10 - 17 Lacs

Ajmer

Work from Office

Job Responsibilities: - Liaising with customers form portfolio - Acquire new customers who meet product criteria - Regular interaction with the customer to build rapport to understand and update the profile. - Enhance the Overall value/book size of the portfolio - Maintain the overall quality / hygiene parameters of the portfolio - Cross selling products of the bank based on the customer need - Joint calls being done along with Supervisor as per defined process - Advisory services to be offered based on the requirement in coordination with PBG. - Attrition control of customers - Achieving MTD and YTD Revenue Targets - Operations, Marketing & Processes - Increase in wallet share - Product Penetration & contribution towards focused product - Customer Service

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Relationship Manager PMS Consulting

2 - 7 years

2 - 6 Lacs

Kolkata

Work from Office

Portfolio Handling Cross selling the Banking Products and Handling the HNI Portfolio size Profiling Customers and provide financial products to meet customer needs

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Relationship Manager - Working Capital Mspire Ventures

3 - 8 years

5 - 14 Lacs

Udaipur, Jaipur, Bhilwara

Work from Office

Responsible for acquiring and managing SME clients for Working Capital/Business Banking needs. Ensure portfolio growth, credit underwriting, cross-sell bank products, and maintain client relationships while ensuring compliance and service excellence.

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Platinum Relationship Manager Quotient Consultancy

6 - 11 years

8 - 12 Lacs

Mumbai, Mumbai (All Areas)

Work from Office

Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading bank. Key Responsibilities (KRAs): Acquire and grow High Net Worth (HNW) customer relationships focused on liabilities and commercial assets. Source new clients through personal efforts and acquisition channels. Deliver superior customer service in line with bank policies . Cross-sell bank products to mapped branch customers. Promote new products and enhancements to deepen relationships. Organize sales initiatives and client engagement events. Collaborate with group companies for product offerings. Maintain detailed records of customer interactions. Address customer queries and ensure timely resolution. Desired Candidate Profile: Strong relationship management skills with HNW customers. Solid knowledge of commercial assets (CC, OD, TL, Export Finance). Familiarity with Mutual Funds and Insurance is a plus. Graduate with 6 to 12 years Customer-focused with high energy and drive to succeed. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

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Elite Relationship Manager Quotient Consultancy

4 - 9 years

8 - 12 Lacs

Mumbai, Mumbai (All Areas)

Work from Office

Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading bank. Key Responsibilities: Acquire and manage High Net Worth (HNW) customer relationships for liabilities and commercial assets. Ensure excellent customer service and compliance with bank policies. Cross-sell bank products and inform clients of new offerings. Organize sales initiatives and client events. Collaborate with group companies for comprehensive product access. Maintain updated records and monitor customer feedback for service improvements. Candidate Profile: Proven experience in managing HNW banking relationships. Strong knowledge of Trade, Forex, and Commercial Assets (CC, OD, TL, Export Finance). Exposure to Mutual Funds and Insurance preferred. Customer-focused with high energy and drive to succeed. Experience: 6 to 8 years Age: Up to 35 years. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

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