42725 Relationship Management Jobs - Page 15

1. 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. 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. Joint calls with branch team Candidate Profile 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location: Sura...

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Part...

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 - Ye...

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...

Key Responsibilities: Acquire potential new Sub-brokers/Partners for Mutual Funds (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) remain active every month. Reactivate inactive Sub-brokers to drive engagement and transactions. Advise Sub-broker clients on investment ideas tailored to risk profile, return expectations, asset allocation, and liquidity needs. Deliver on Mutual Fund (SIP & Lump-sum) and Insurance (Life, General & Health Insurance) targets. Conduct monthly SB engagement programs to enhance partner relationships. Manage 90% of SIP Registered to Triggered ratio. Ensure 100% service delivery to assigned partners.

Key Responsibilities: Acquire potential new Sub-brokers/Partners for Mutual Funds (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) remain active every month. Reactivate inactive Sub-brokers to drive engagement and transactions. Advise Sub-broker clients on investment ideas tailored to risk profile, return expectations, asset allocation, and liquidity needs. Deliver on Mutual Fund (SIP & Lump-sum) and Insurance (Life, General & Health Insurance) targets. Conduct monthly SB engagement programs to enhance partner relationships. Manage 90% of SIP Registered to Triggered ratio. Ensure 100% service delivery to assigned partners.

Key Responsibilities: Franchisee & Partner Acquisition: Acquire potential new Sub-brokers / Partners for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on inactive Sub-brokers to make them active. Sales & Revenue Management: Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Manage 90% of SIP Registered to Triggered ratio. Service & Relationship Management: Ensure 100% service delivery to assigned partners. Conduct SB engagement programs every month. Advise Sub-broker clients on investment ideas based on risk profile, return expectation, asset allocation, and liquidity needs. Who You Are: Candidate with experience from Broking...

Key Responsibilities: Franchisee & Partner Acquisition: Acquire potential new Sub-brokers / Partners for Mutual Fund (SB & IFA). Work on inactive Sub-brokers to make them active. Sales & Revenue Management: Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Manage 90% of SIP Registered to Triggered ratio. Service & Relationship Management: Ensure 100% service delivery to assigned partners. Conduct SB engagement programs every month. Advise Sub-broker clients on investment ideas based on risk profile, return expectation, asset allocation, liquidity needs, etc. Who You Are: Fresh graduate or candidate with relevant experience from the Broking industry. Good communication...

Key Responsibilities: Franchisee & Partner Acquisition: Acquire potential new Sub-brokers / Partners for Mutual Fund (SB & IFA). Work on inactive Sub-brokers to make them active. Sales & Revenue Management: Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Manage 90% of SIP Registered to Triggered ratio. Service & Relationship Management: Ensure 100% service delivery to assigned partners. Conduct SB engagement programs every month. Advise Sub-broker clients on investment ideas based on risk profile, return expectation, asset allocation, liquidity needs, etc. Who You Are: Fresh graduate or candidate with relevant experience from the Broking industry. Good communication...

Key Responsibilities: Franchisee & Partner Acquisition: Acquire potential new Sub-brokers / Partners for Mutual Fund (SB & IFA). Work on inactive Sub-brokers to make them active. Sales & Revenue Management: Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Manage 90% of SIP Registered to Triggered ratio. Service & Relationship Management: Ensure 100% service delivery to assigned partners. Conduct SB engagement programs every month. Advise Sub-broker clients on investment ideas based on risk profile, return expectation, asset allocation, liquidity needs, etc. Who You Are: Fresh graduate or candidate with relevant experience from the Broking industry. Good communication...

Key Responsibilities: Franchisee Acquisition & Sales: Ensure the region achieves Franchisee acquisition and servicing targets for Mutual Fund / Insurance business. Build partnerships and alliances with top IFAs / Equity Partners in West India. Drive sales and meet assigned sales/revenue targets from mapped IFAs / Equity Partners. Plan and strategize acquisition of potential new IFAs, Mutual Fund Sub-brokers, and channel partners. Organize events and activities to generate new leads for Sub-broker acquisition and business growth. Service & Relationship Management: Ensure timely resolution of partner queries and service requests. Constantly engage with Equity Franchisees / IFAs to generate bus...

Key Responsibilities: Acquisition: Identify and acquire existing and potential new Sub-brokers, Franchisees, IFAs, and channel partners. Partner Support: Handhold and work closely with partners to ensure scale-up, retention, and increased transactions. Facilitate the addition of new clients through various initiatives. Customer Service: Deliver outstanding pre-sales and post-sales support to ensure partner satisfaction. Opportunity Identification: Identify and capitalize on business opportunities aligned with company objectives. Who You Are: Any Graduate. Experience in Franchise Acquisition in Stock Broking. Strong communication and interpersonal skills. Customer-centric mindset with the abi...

Key Responsibilities: Outbound Calling: Initiate outbound calls to potential MFDs/clients to introduce mutual fund products and services. Utilize lead lists, databases, and other resources to drive business parameters such as activation, SIPs, and Lumpsum investments. Facilitate onboarding of MFDs and KYC completion. Product Presentation: Present detailed information on mutual fund products, including features, benefits, and performance. Help clients understand investment options in line with their financial goals. Objection Handling: Address and resolve concerns related to mutual fund investments, fees, and risks. Provide accurate, transparent information to build trust with MFDs. Relations...

Job description: PTR Global is seeking an MSP Program Specialist to manage the full life cycle of contingent workforce requests. This role will serve as a key point of contact for client hiring managers, suppliers, and internal stakeholders, ensuring seamless requisition management, compliance, and operational success. The ideal candidate will have strong experience in recruitment, MSP operations, and Vendor Management Systems (VMS), along with a customer service-oriented mindset and the ability to navigate complex, high-volume programs. Responsibilities: Train, assist, and facilitate the requisition life cycle with client managers and suppliers. Support large-scale hiring initiatives, VMS d...

Key Responsibilities: Acquire potential new Sub-brokers / Partners for Mutual Funds (SB & IFA). Ensure 90% of Sub-brokers are active every month and reactivate inactive partners. Advise Sub-broker clients on investment ideas based on risk profile, return expectations, asset allocation, and liquidity needs. Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90% of SIP Registered to Triggered ratio. Ensure 100% service delivery to assigned partners.

Key Responsibilities: Maintain strong relationships with assigned business partners and franchisees. Drive business growth of franchisees according to the business plan. Travel to meet business partners at their registered addresses and provide business support. Mentor, coach, and activate Authorized Partners (APs). Ensure regulatory and procedural compliance. Drive service excellence, improve retention, and enhance cross-selling of third-party products. Engage, motivate, develop, lead, and drive business among partners. Manage day-to-day activities, ensuring timely responses to partner queries and requests. Deliver services effectively, meeting agreed service levels, targets, and Key Perfor...

Key Responsibilities: Maintain strong relationships with assigned business partners and franchisees. Drive business growth of franchisees according to the business plan. Travel to meet business partners at their registered addresses and provide business support. Mentor, coach, and activate Authorized Partners (APs). Ensure regulatory and procedural compliance. Drive service excellence, improve retention, and enhance cross-selling of third-party products. Engage, motivate, develop, lead, and drive business among partners. Manage day-to-day activities, ensuring timely responses to partner queries and requests. Deliver services effectively, meeting agreed service levels, targets, and Key Perfor...

Key Responsibilities: Maintain strong relationships with assigned business partners and franchisees. Drive business growth of franchisees according to the business plan. Travel to meet business partners at their registered addresses and provide business support. Mentor, coach, and activate Authorized Partners (APs). Ensure regulatory and procedural compliance. Drive service excellence, improve retention, and enhance cross-selling of third-party products. Engage, motivate, develop, lead, and drive business among partners. Manage day-to-day activities, ensuring timely responses to partner queries and requests. Deliver services effectively, meeting agreed service levels, targets, and Key Perfor...

Key Responsibilities: Maintain strong relationships with assigned business partners and franchisees. Drive business growth of franchisees according to the business plan. Travel to meet business partners at their registered addresses and provide business support. Mentor, coach, and activate Authorized Partners (APs). Ensure regulatory and procedural compliance. Drive service excellence, improve retention, and enhance cross-selling of third-party products. Engage, motivate, develop, lead, and drive business among partners. Manage day-to-day activities, ensuring timely responses to partner queries and requests. Deliver services effectively, meeting agreed service levels, targets, and Key Perfor...

We are seeking a Sales and Technical Engineer to drive business growth by identifying client needs and offering tailored technical solutions. The role involves combining technical knowledge with sales expertise to build strong client relationships, deliver effective presentations, and close deals. Key Responsibilities: Identify and approach potential clients through various channels. Understand client requirements and offer customized technical solutions. Prepare and deliver presentations demonstrating product features and benefits. Negotiate terms, pricing, and contracts to successfully close sales. Maintain strong relationships with clients to ensure repeat business and satisfaction. Colla...

Role Overview: As an Assistant Vice President in the bank, your primary purpose will be to verify that the bank has sufficient funds to meet its short-term and long-term obligations. You will also be responsible for developing and implementing strategies to manage the bank's liquidity position effectively. Key Responsibilities: - Develop and implement funding and liquidity strategies to manage the bank's liquidity position efficiently within regulatory requirements and risk appetite, ensuring favorable commercial outcomes with respect to funding costs. - Analyze and quantify the regulatory and behavioral liquidity risk impact of transactions undertaken by business units. - Maintain strong re...

Role Overview: As a strategic thinker with extensive experience in managing hyperscaler partnerships, channel sales, and a passion for driving growth in the cloud business, you will have the opportunity to join a collaborative and agile team at Nutanix. In this role, you will be responsible for managing and nurturing relationships with hyperscaler and ISV partners, defining and executing go-to-market strategies, onboarding new cloud-native partners, utilizing funding programs from major cloud providers, and achieving pipeline growth targets through successful partnership strategies. Your role will also involve collaborating cross-functionally with marketing, sales, and engineering teams to s...

In this role, you will be reporting to the Director of Security Operations in the HARMAN Security Operations Center to review, triage, and resolve Data Loss Prevention incidents. - Review Data Loss Prevention alerts and take appropriate action. - Maintain Data Loss Prevention tools and services. - Assist with daily reporting of incidents and escalations. To qualify for this role, you need: - Bachelor of Science in Information Systems or equivalent experience - 3+ years professional Cybersecurity experience - 1+ year experience in Data Loss Prevention technology - Deep knowledge of IT Service Management - Proven ability to work well within a team - ITILv3 framework processes and activities ce...

Role Overview: You will be responsible for developing and implementing a comprehensive sales strategy focused on acquiring high-value partnerships with Technology Service Providers. Your role will involve identifying, qualifying, and closing large, complex deals that contribute significantly to the company's revenue targets. Additionally, you will lead the entire sales cycle, from initial contact to contract signing and partner launch. Collaboration with various teams will be essential to ensure seamless onboarding and technical integration for new partners. Key Responsibilities: - Develop and implement a comprehensive sales strategy focused on acquiring high-value partnerships with Technolo...

As a Relationship Manager, you will be responsible for serving as the single point of contact for a dedicated entity. Your role will involve overseeing all aspects of communication, coordination, and operational alignment between the entity and internal teams to ensure transparency, efficiency, and consistency across all touchpoints. Your expertise in communication and cross-functional collaboration will be essential in understanding partner needs, managing expectations, and delivering high-quality outcomes. Building trust, nurturing long-term partnerships, and driving service excellence are critical components of this role, creating value through meaningful relationships and operational exc...