2656 Relationship Manager Jobs - Page 2

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...

Hiring for Multiple BPO Companies Domestic & International Voice/Non-Voice Process | Bangalore To Apply / Schedule Interview: Contact: 8903024067 Email: aero.selva@gmail.com Name: selva Are you looking to build a career in the BPO industry? Multiple top-rated BPO companies in Bangalore are hiring for freshers and experienced candidates for Domestic and International voice & non-voice processes! Location: Bangalore (Work from Office) Job Type: Full-time Hiring For: Multiple Companies (Domestic & International BPOs) Process Type: Voice (Inbound/Outbound) Chat Support Technical / Customer Support Open Roles: Customer Support Executive (Voice & Non-Voice) Technical Support Associate Internationa...

Job Purpose: To cultivate and manage strong relationships with assigned bank partners, driving the generation of health insurance business through their branch network. The Relationship Manager will be instrumental in fostering collaboration, supporting bank staff, and achieving sales targets to contribute to the overall growth of Care Health Insurance. Key Responsibilities: Manage and nurture relationships with the bank branches allocated to them. Drive and achieve business targets for health insurance products from the designated bank branches. Establish and maintain strong liaison and collaborative relationships with bank management and branch staff to facilitate business development. Con...

Job Purpose: To cultivate and manage strong relationships with assigned bank partners, driving the generation of health insurance business through their branch network. The Relationship Manager will be instrumental in fostering collaboration, supporting bank staff, and achieving sales targets to contribute to the overall growth of Care Health Insurance. Key Responsibilities: Manage and nurture relationships with the bank branches allocated to them. Drive and achieve business targets for health insurance products from the designated bank branches. Establish and maintain strong liaison and collaborative relationships with bank management and branch staff to facilitate business development. Con...

Job Purpose: To cultivate and manage strong relationships with assigned bank partners, driving the generation of health insurance business through their branch network. The Relationship Manager will be instrumental in fostering collaboration, supporting bank staff, and achieving sales targets to contribute to the overall growth of Care Health Insurance. Key Responsibilities: Manage and nurture relationships with the bank branches allocated to them. Drive and achieve business targets for health insurance products from the designated bank branches. Establish and maintain strong liaison and collaborative relationships with bank management and branch staff to facilitate business development. Con...

Job Purpose: To cultivate and manage strong relationships with assigned bank partners, driving the generation of health insurance business through their branch network. The Relationship Manager will be instrumental in fostering collaboration, supporting bank staff, and achieving sales targets to contribute to the overall growth of Care Health Insurance. Key Responsibilities: Manage and nurture relationships with the bank branches allocated to them. Drive and achieve business targets for health insurance products from the designated bank branches. Establish and maintain strong liaison and collaborative relationships with bank management and branch staff to facilitate business development. Con...

Hi, We have an excellent Opening in Leading Small Bank for the following role and HNI Relationship Manager (Products – CASA , Mutual Fund, FD & Insurance TPP) Relationship Manager – Current Account CTC up to 8Lacs location: Bangalore – ( Hosur , Frazer Town, Bommanhalli, SANJAY NAGAR, Indiranagar, Jeevanbhema Nagar, HSR layout, Vijay Nagar, Marathahalli, Yelahanka, Raja Rajeshwari Nagar) NOTE: CANDIDATES WITH EMPLOYMENT GAPS OR THOSE NOT CURRENTLY WORKING ARE NOT ELIGIBLE, KINDLY EXCUSE Responsibilities for Relationship Manager primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Bu...

As an Assistant Sales Manager/Sales Executive/Relationship Manager at First Door Realty, you will play a crucial role in generating sales leads and managing transactions within the real estate market. You will be responsible for networking with potential clients, understanding their needs, and guiding them through the process of purchasing or selling properties. Your representation of the company in a professional and knowledgeable manner will ensure successful transactions and client satisfaction. Key Responsibilities: - Client Acquisition: - Identify and reach out to potential clients through networking, referrals, and marketing strategies. - Attend industry events, conferences, and meetin...

Profile : Relationship Manager: *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Sayali: 9158043197

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 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) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned ...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-7.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Graduation is mandator...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Virtual Relationship Manager CTC- upto-4.8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Managing of 3000 to 5000 customers per dealer. 2) To achieve healthy revenues without compromising on clients profitability. 3) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4) Propose investment options based on customer needs by assessing their risk appetite. 5) Support the client decision making with use of technology enabled tools 6) Develop Knowledge of market news, financial trends and current affairs 7) Analyze customer portfolio...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- We Assist Dealer CTC- upto- 3.5 LPA + incentive + Other benefit Job Responsibilities:- 1) Would be responsible to Drive Activation of Newly acquired clients of the Company. 2) Responsible to execute Auto dialer && one-to-one campaigns for ensuring business deliverables. 3) Responsible for getting new clients educated wrt our App. Products, Process for flawless experience. 4) Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement. 5) Responsible for achieving targets as assigned by the organization on a monthly basis. 6) Responsible for training && educating, add...

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...

Role & responsibilities Revenue Generation Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal Assess banking needs and risks for clients and manage client relationships accordingly to optimize ri...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and corporate clients to grow liabilities business. Identify new business opportunities through cross-selling of bank's products such as Priority Banking, Mutual Funds, Retail Liabilities, Business Banking, Working Capital, Portfolio Management, etc. Develop strong understanding of client needs and provide tailored solutions to increase customer satisfaction and loyalty. Collaborate with internal teams to resolve client issues and improve overall service delivery. Meet sales targets by acquiring new customers and increasing revenue growth.

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. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...

DIY - Digital Business Grade : E1/E2 Experience 6 months - 3 Years of Experience. Responsibilities: Contact potential customers to inform them about the account using scripts Answer questions about products or the company Ask questions to understand customer requirements and close sales Enter and update customer information in the system database Take and process orders in an accurate manner Handle grievances to preserve the companys reputation Go the extra mile to meet sales quota and facilitate future sales Keep records of calls and sales and note useful information Requirements: Graduate in any stream Good knowledge of stockbroking business Ability to learn about products and services and...

Describe the Job We are looking for a proactive and client-focused professional to join our team as a Relationship Manager Broking Sales. This role is responsible for managing and nurturing client relationships, driving insurance sales, and ensuring high levels of customer satisfaction. The ideal candidate will have a strong understanding of insurance products, excellent interpersonal skills, and a passion for delivering value to clients. What is the primary KRA * (Scope of Work) Develop and maintain strong relationships with individual and corporate clients. Achieve assigned sales targets through effective client engagement and cross-selling. Coordinate with insurers and internal teams to e...

Role & responsibilities - Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. - 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. Preferred candidate profi...

Payroll-Bank Des-Virtual Relationship Manager-NRI (Banking & NBFC Industry only) Salary-5 Lakh Graduate with 1 yrs BPO Exp/Banking RM can only apply Location-Vashi/Thane all banking facilities Call 9082104424 Sanika www.hyfly.in Required Candidate profile Excellent Communication and Articulation Age – 33 years and below only Relevant experience of min 3 years in Sales - Service and Relationship Management (Handled HNI Clients)

Roles and Responsibilites Relationship Manager A Bancassurance Frontline Sales (FLS) job involves selling insurance products through bank channels, acting as the link between the insurance company and bank customers . The job description (JD) typically includes driving insurance sales, building relationships with bank employees and customers, and meeting sales targets, all while ensuring compliance with regulations. The core responsibilities are to identify customer needs, recommend suitable insurance policies, and provide after-sales Required skills and qualifications Education: Any Degree Experience: Prior experience in sales or customer service is beneficial. Skills: Strong interpersonal,...

Job Description We are looking for a Relationship Manager Retail Agri to join our team who will be responsible for handling the overall relationship with agricultural customers. This includes acquiring new clients, managing existing accounts, helping customers with loan and deposit products, and ensuring superior service delivery. The role requires regular field visits to understand customer needs, promote banking products, and make sure loans are being properly utilized. The Relationship Manager will also work on building partnerships with local stakeholders such as dealers, farmer groups, and rural organizations to expand the banks reach. Key Responsibilities Acquire and manage Retail Agri...

Urgent Hiring: Agency Development Manager Life Insurance Sector Company : Top Life Insurance Company Locations : Bareilly, Lucknow, Varanasi, Faridabad, Gurugram, Basti, Sitapur, Barabanki, Moradabad Salary : 2 to 4 LPA Experience : 3 to 12 years in Sales (Life Insurance preferred) Job Role & Responsibilities: As an Agency Development Manager , you will be responsible for driving sales through recruitment and development of life insurance agents. Recruit and train insurance agents (commission-based) Supervise agent activity plans and ensure target achievement Conduct weekly performance reviews (PRPs) with agents Maintain updates in the Sales Management System Motivate agents to participate i...