42725 Relationship Management Jobs - Page 12

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 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 clients. 2) Te...

1) Responsible for Handling NRI Clients and achieve Revenue 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) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

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, Candidate Profile 1) 5 -7 Y...

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), LAS, IPO, 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 7) information & recommending portfolios. 8)...

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 Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination 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) Dissemmina...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company.

1) Responsible for Handling NRI Clients and achieve Revenue 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) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

Job Title: Relationship Manager Location: Kolkata Experience: Minimum 2 years Qualification: Graduation Roles & Responsibilities: New client acquisition drive for opening new demat & generating brokerage on demat accounts. Selling investment products like Mutual Funds. SIP, PMS & Insurance. Cold calling and meeting customers on a regular basis. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Candidates must be from retail banking or broking industry. Local candidates of Kolkata ONLY.

Function SummaryRelationship Associate plays a pivotal role in driving business growth by managing branch relationships and collaborating with Axis Bank sellers. The role involves lead conversion, ensuring process adherence, and supporting operational excellence. The incumbent will be responsible for meeting business targets and maintaining customer satisfaction. This position requires consistent coordination with stakeholders and adherence to company guidelines.Job SummaryManages branches, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the...

Function SummaryRelationship Associate plays a pivotal role in driving business growth by managing branch relationships and collaborating with Axis Bank sellers. The role involves lead conversion, ensuring process adherence, and supporting operational excellence. The incumbent will be responsible for meeting business targets and maintaining customer satisfaction. This position requires consistent coordination with stakeholders and adherence to company guidelines.Job SummaryManages branches, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the...

Function SummaryRelationship Associate plays a pivotal role in driving business growth by managing branch relationships and collaborating with Axis Bank sellers. The role involves lead conversion, ensuring process adherence, and supporting operational excellence. The incumbent will be responsible for meeting business targets and maintaining customer satisfaction. This position requires consistent coordination with stakeholders and adherence to company guidelines.Job SummaryManages branches, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the...

We are looking for a highly skilled and experienced Assistant Front Desk Manager to join our team. The ideal candidate will have 2-5 years of experience in the hospitality industry, with excellent communication and customer service skills. Roles and Responsibility Manage front desk operations, ensuring seamless check-in and check-out processes for guests. Coordinate with other departments to ensure efficient guest services and high-quality customer satisfaction. Handle guest complaints and resolve issues professionally and courteously. Maintain accurate records of guest interactions and transactions. Ensure compliance with company policies and procedures. Collaborate with the front office te...

We are looking for a highly skilled and experienced Sales Manager to lead our MICE team. The ideal candidate will have a strong background in sales management and a proven track record of success in the hospitality industry. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet or exceed sales targets. Build and maintain strong relationships with clients and stakeholders. Conduct market research and analyze industry trends to identify new business opportunities. Collaborate with cross-functional teams to drive revenue growth. Provide coaching and training to team members to enhance their...

Lead Generation & Prospecting; Client Communication & Product Pitch; Sales & Conversion; CRM & Relationship Management; Onboarding & Support Coordination; Market Research & Competitor Analysis; Documentation & Reporting Location - Mumbai, Delhi / NCR, Bengaluru , Kolkata, Chennai, Hyderabad, Ahmedabad, Pune, Remote

Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. . People management skill essential. . Experience in working in a tele-sales or relationship management in BFSI preferred. . Certified in AMFI/IRDA. . Good listening skills and strong communication abilities. . Team Player.

Function SummaryRelationship Manager - Affluent Banking will play a pivotal role in driving sales through Axis Bank's Affluent Banking Team. The candidate will work closely with Axis Affluent RMs, Customer Servicing teams, and other stakeholders to ensure timely delivery of high-value services and business targets.Job Summary The Job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. Key Responsibilities•Relatio...

We are looking for candidates from any industry from sales experience 1 to 4 Years for relationship manager role. Interested candidates please send CV to 7338868928 Required Candidate profile candidates from any industry from sales experience 1 to 4 Years is mandatory Perks and benefits Quarterly incentives, Promotions and allowances

About The Role Project Role : Application Tech Support Practitioner Project Role Description : Act as the ongoing interface between the client and the system or application. Dedicated to quality, using exceptional communication skills to keep our world class systems running. Can accurately define a client issue and can interpret and design a resolution based on deep product knowledge. Must have skills : Service Desk Management, Service Desk Voice Support Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Tech Support Practitioner, you will serve as the vital link between clients and the syst...

About The Role Skill required: Pricing - Pricing & Profitability Optimization Designation: Pricing Support Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song"” all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries....

About The Role Project Role : Application Tech Support Practitioner Project Role Description : Act as the ongoing interface between the client and the system or application. Dedicated to quality, using exceptional communication skills to keep our world class systems running. Can accurately define a client issue and can interpret and design a resolution based on deep product knowledge. Must have skills : Service Desk Management, Service Desk Voice Support Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Tech Support Practitioner, you will serve as the vital link between clients and our syst...

Role & responsibilities Acquire new HNI clients and expand existing relationships through strategic sales planning and execution. Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions. Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue. Perform regular portfolio reviews and present investment options aligned with client goals. Maintain consistent client engagement through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times to ensure satisfaction and loyalty. Collaborate with internal teams to ensure seamless service delivery and client onboarding. Or...

Business Development Executive (BDE) Gynaec Division- Surgical Implants Preferred: Female candidates Location: Multiple Locations Employment Type: Full-Time Overview We are seeking a dynamic Business Development Executive (BDE) to support growth in the Gynaecology Surgical Implants segment. The role focuses on field sales, customer engagement, and on-ground support for surgical implant products, ensuring strong connect with healthcare professionals across your assigned territory. Key Responsibilities Promote and support Gynaec surgical implant products across government and private hospitals. Build strong relationships with surgeons, doctors, and hospital teams. Identify potential customers,...

Key Responsibilities of a Field Sales Executive Client Acquisition & Lead Generation Identify potential customers in the assigned territory. Visit clients regularly to generate new leads and business opportunities. Product Demonstration & Promotion Explain product features, benefits, and pricing. Conduct on-site demos to help customers understand the product/service. Sales Target Achievement Meet monthly, quarterly, and annual sales targets. Prepare and execute action plans to drive sales performance. Customer Relationship Management Build and maintain strong relationships with existing and new clients. Address customer queries, concerns, and issues proactively.

I. ROLE PURPOSE & OBJECTIVE As a product specialist, RM TASC & GOVERNMENT BANKING Business will be responsible for acquisition of new to bank retail institutional customers through self-sourcing as well as through mapped branches, relationship management and deepening of portfolio of retail institutional customers of the mapped branches of the Branch Banking of the assigned regions / territory / clusters. Will be driving TASC & GOVERNMENT BANKING Business along with cross sell of products such as POS, QR, Payment Gateway, CMS, payment and collection solutions, fee collection & other fintech solutions as per alliances and partnerships within branch banking for ring-fencing the customers and e...

Key Responsibilities: Develop and implement a strategic plan to grow business with Central & State Government departments, PSUs, and other public sector entities. Lead proposal development, RFP responses, and tender management processes.Build and maintain relationships with key government stakeholders, consultants, and decision-makers Identify business opportunities through market intelligence, networking, and business events Drive revenue and profitability targets for the Government vertical Collaborate with internal teams for solution customization, pricing strategies, and compliance. Lead government-sector business development initiatives Secure government contracts, manage compliance, an...