3513 Relationship Manager Jobs

ROLES & RESPONSIBILITIES: - Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch visit daily to drive sales and strengthen relationships. Ensure at least 12 First Trades per month through follow-ups and client engagement. Execute all promotions, contests, and marketing campaigns effectively across assigned branches. Conduct 4 training sessions monthly for partners and bank staff to enhance product awareness. Support channel partners on joint client calls and assist in lead conversions. To schedule your interview send your CV through WhatsApp (number me...

Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clie...

Kotak Securities Ltd Alternate Channel KAM Sales- Mumbai Department: Alternate Channel Designation: Key Account Manager- Sales Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp: 1 to 4 Years Location: Mumbai Key responsibilities and accountabilities 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsi...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681

The Relationship Manager-Wealth is the ultimate face of the business as (S)he is going to be the final point of contact with the client (S)He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services (S)He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice PRE-REQUISITES : Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up Handle and manage clients with a minimum investment amount of Rs 25 Lakhs and above Experience of adv...

Build & nurture relationships with existing & potential clients, understanding their needs, & providing personalized solutions. Serve as the primary point of contact and trusted advisor for clients throughout the sales process and beyond. Required Candidate profile Drive sales of real estate projects by effectively promoting the value proposition, conducting property presentations, facilitating site visits. Meet or exceed sales targets

Build & nurture relationships with existing & potential clients, understanding their needs, & providing personalized solutions. Serve as the primary point of contact and trusted advisor for clients throughout the sales process and beyond. Required Candidate profile Drive sales of real estate projects by effectively promoting the value proposition, conducting property presentations, facilitating site visits. Meet or exceed sales targets

Were Hiring Agency Development Manager Top Life Insurance Company Salary: 2 to 4.5 LPA + Incentives Experience: 3 to 12 Years in Sales (Min. 2 Years in Life Insurance / Financial Sales preferred) Key Responsibilities Recruit, train & develop agents on commission basis . Supervise & monitor agent activity plans to ensure sales achievement. Conduct weekly performance reviews (PRP) & update Sales Management System. Motivate & engage agents through Career Progression Programs . Drive adoption of CRM & Agent Portal for customer management & cross-selling. Desired Candidate Profile Graduate in any stream (minimum). At least 2 years experience in sales (Life Insurance preferred). Strong local marke...

Hiring For Agency Manager Life Insurance Good salary Industry: Life Insurance Work Locations: Delhi | Noida | Gurugram | Faridabad | Ghaziabad | Kolkata | Bhopal | Kanpur | Varanasi | Jaipur Salary Package: 4.50 LPA + Reimbursements + Attractive Incentives Experience Required: 4 to14 years in Sales (Agency Channel experience preferred) Role Summary As a Senior Agency Manager, you will be responsible for building and leading a strong distribution network of Business Associates (BAs) and their agents to drive Life Insurance business growth. Key Responsibilities Identify, recruit & develop Business Associates and commission-based agents Guide and monitor execution of agent activity & sales plan...

Manage Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels Promote & motivate agents Required Candidate profile Post- ADM Exp- 3to 10 Year Sales Salary -4.5Lac Working with people. Entrepreneurial and commercial Drive for results. Maturity High Confidence levels, good Communication Should be well networked

Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Required Candidate profile Post MEV Salary Good Salary Experience: Minimum 6years sales Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

1.To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. 2.Building Relationship and Motivate branch staff to help generate leads. 3.Selling Insurance through leads from Bank Required Candidate profile • Age between 23 - 38 yrs • At least 1-1.5 year of Sales experience in Insurance or Banking Sector Perks and benefits 2.5K Travel &1.5K Mobile Allowances per month

Role & responsibilities Business/ Financials Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual/monthly targets established for branches under his/her responsibility . Implement, supervise and control effectiveness of commercial strategy to reach the productivity and growth targets established. Customer (Both Internal & External) Ensure customers are educated about all products/services offered by Ujjivan. Ensure lower customer attrition by providing different products as per customer requirement. Focus on lower TAT as per laid down standards. Internal Process Monitor health of portfolio Ensure, supervise the correct implementation of the credit proced...

Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Required Candidate profile Post RDM Salary Good Salary Experience: Minimum 3 years sales Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

Manage Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels Promote & motivate agents Required Candidate profile Post- ADM Exp- 3to 10 Year Sales Salary -4Lac Working with people. Entrepreneurial and commercial Drive for results. Maturity High Confidence levels, good Communication Should be well networked

For more info Call/W at 6352491043/pavan@suproinfo.com Manage and train the business development team Generate leads and cold call prospective customer Build strong relationships with client Identify and mapping business strengths and customer need. Required Candidate profile Designation: Business Development Manager Location: PAN INDIA 1-2 years experience in Sales and Marketing Age: 22-42 Year Bike mandatory Graduation must Perks and benefits Health Insurance, PF, Incentives, Bonus

Call & mail me for more info : 6352454127/manisha.pal@suproinfo.com * Convert prospective leads into sales. * Lead Based Work. * Develop good relationship with customers * Achieve Target budgets. * Work with particular provided Branch. Required Candidate profile Designation: AADM / SO / AM (Direct) Location: PAN INDIA Salary: 2.80 LPA to 4.50 LPA + Incentive 1 years experience in Field sales Age: 22-38 Year Bike mandatory Graduation must Perks and benefits PF, TA, ESI, Incentives, Bonus

100% lead will be provided Educate the Customer about the product To close the leads provided by Company work on leads with walking customers

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

LARGEST WEALTH MANAGEMENT COMPANY HIRING IN LARGE NUMBERS FOR BELOW ROLE send cv on rm@contactxindia.com Email- karan@contactxindia.com Contact- 8859766816 / 9412501851 /8789151182 / 983353449 Key Responsibilities: Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in tim...

LARGEST WEALTH MANAGEMENT COMPANY HIRING IN LARGE NUMBERS FOR BELOW ROLE send cv on rm@contactxindia.com Email- karan@contactxindia.com Contact- 8859766816 / 9412501851 /8789151182 / 983353449 Key Responsibilities: Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in tim...

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

Field Operation: Identify and conduct surveys of new working areas for group formation. Conduct projection meeting and form groups Conduct Compulsory Group Training of Groups Fill customer profile forms with 100% accuracy and collect supporting documents. Make Customer House visits and cross verify the household assets details furnished by the customer. Conduct Center meeting as per scheduled time and day without fail and maintain above 95% customer attendance. Update minute books of Groups in Center meetings. Follow center meeting procedure thoroughly without fail. Manage the total loans given out to customer. Fill loan application form necessary documents for loan disbursement. Conduct 100...