42725 Relationship Management Jobs - Page 10

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the cl...

1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

Regional Head Independent Financial Distributor(IFD/ IFA) Channel -Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs Candiate Profile : 1) Minimum 5 Years in...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team .3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

assist the sales team by managing leads, processing orders, and handling customer inquiries related to sales. managing customer inquiries, coordinating sales operations, and ensuring customer satisfaction

1) Team Leadership & Supervision:. 2) Sales Strategy & Execution . 3) Relationship Management: 4) Collaboration & Communication: 5) Adherence to Standards: Ensure compliance with industry standards, regulations, and company policies related to quality assurance.Performance Management 6) Process Improvement:

1) Lead Generation and Prospecting: Identify and research potential clients and opportunities within the target industry 2) Develop and execute prospecting strategies, including cold calling, email outreach, and networking. 3) Generate and qualify leads to ensure a high-quality pipeline. 4) Sales Process Management- Manage the sales cycle from initial contact to closing deals. 5) Collaboration: Work closely with internal teams, including marketing, product development, and customer service, to ensure a seamless customer experience. 6) Client Engagement and Relationship Management: Build and maintain strong relationships with key decision-makers and stakeholders. 7) Understand client needs an...

1) Lead Generation and Prospecting: Identify and research potential clients and opportunities within the target industry 2) Develop and execute prospecting strategies, including cold calling, email outreach, and networking. 3) Generate and qualify leads to ensure a high-quality pipeline. 4) Sales Process Management- Manage the sales cycle from initial contact to closing deals. 5) Collaboration: Work closely with internal teams, including marketing, product development, and customer service, to ensure a seamless customer experience. 6) Client Engagement and Relationship Management: Build and maintain strong relationships with key decision-makers and stakeholders. 7) Understand client needs an...

1) Understanding Customer Needs: 2) Building Relationships: . 3) Relationship Management: 4) Sales Activities 5) Market knowledge 6) Achieving Sales Targets 7) Reporting and Analysis:

1) Lead Generation and Prospecting: Identify and research potential clients and opportunities within the target industry 2) Develop and execute prospecting strategies, including cold calling, email outreach, and networking. 3) Generate and qualify leads to ensure a high-quality pipeline. 4) Sales Process Management- Manage the sales cycle from initial contact to closing deals. 5) Collaboration: Work closely with internal teams, including marketing, product development, and customer service, to ensure a seamless customer experience. 6) Client Engagement and Relationship Management: Build and maintain strong relationships with key decision-makers and stakeholders. 7) Understand client needs an...

1) Lead Generation and Prospecting: Identify and research potential clients and opportunities within the target industry 2) Develop and execute prospecting strategies, including cold calling, email outreach, and networking. 3) Generate and qualify leads to ensure a high-quality pipeline. 4) Sales Process Management- Manage the sales cycle from initial contact to closing deals. 5) Collaboration: Work closely with internal teams, including marketing, product development, and customer service, to ensure a seamless customer experience. 6) Client Engagement and Relationship Management: Build and maintain strong relationships with key decision-makers and stakeholders. 7) Understand client needs an...

1) Lead Generation and Prospecting: Identify and research potential clients and opportunities within the target industry 2) Develop and execute prospecting strategies, including cold calling, email outreach, and networking. 3) Generate and qualify leads to ensure a high-quality pipeline. 4) Sales Process Management- Manage the sales cycle from initial contact to closing deals. 5) Collaboration: Work closely with internal teams, including marketing, product development, and customer service, to ensure a seamless customer experience. 6) Client Engagement and Relationship Management: Build and maintain strong relationships with key decision-makers and stakeholders. 7) Understand client needs an...

1) Lead Generation and Prospecting: Identify and research potential clients and opportunities within the target industry 2) Develop and execute prospecting strategies, including cold calling, email outreach, and networking. 3) Generate and qualify leads to ensure a high-quality pipeline. 4) Sales Process Management- Manage the sales cycle from initial contact to closing deals. 5) Collaboration: Work closely with internal teams, including marketing, product development, and customer service, to ensure a seamless customer experience. 6) Client Engagement and Relationship Management: Build and maintain strong relationships with key decision-makers and stakeholders. 7) Understand client needs an...

We are looking for a skilled Senior Manager to join our team at Incedo Technology Solutions Ltd., with a strong background in Investment Banking, Venture Capital, or Private Equity. The ideal candidate will have a proven track record of success and excellent leadership skills. Roles and Responsibility Develop and implement strategic plans to drive business growth and expansion. Lead cross-functional teams to achieve business objectives and goals. Analyze market trends and competitor activity to identify opportunities and threats. Build and maintain relationships with key stakeholders and clients. Identify and mitigate risks to ensure compliance with regulatory requirements. Collaborate with ...

1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to me...

Job Requirements Job Requirements Role/ Job Title: Associate Manager-Acquisition (Household) Function/ Department: Branch Banking Job Purpose: Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisiti...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Candidate Profile 1) . 5+ Years in sales/wealth management of handling the HNI clie...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...