2671 Relationship Manager Jobs - Page 35

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

ROLES & RESPONSIBILITIES: - 1. 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 (Central...

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (Executive/ Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & ...

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...

Positions : Relationship Manager & Key Account Manager Location : Chandkheda, Gota Branch Prahlad Nagar Branch, Ishanpur Road Branch New Ranip, Changodar Branch, Bardoli Branch, Vapi Branch, Vatva Branch, Shyamal Cross Road Branch, Nehru Nagar Branch, Bopal Branch, Valsad Branch, Umbergaon Branch Job Role : To acquire new clients through leads and family accounts grouping To grow the liability base (CASA,FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and th...

Role & responsibilities * Generate business and cross sales all product and services of the bank. * Relationship Management for a portfolio of customers. * Branch operation And Audit compliance.

Job Title : Teller/ Bank Authorizer/ Banker Customer Experience . Walk-in Address: IDFC FIRST Bank Limited, Kotturpuram- Regional Office 1st Floor First Floor, IDFC First Bank Ltd No 7B Gandhi mandapam road, Kottur Gardens, Kottupuram, chennai 600085. Land Mark- Opp to Punjab National Bank Date: 07th Oct, 2025 (Tuesday) Time: 11:00 am to 4:30 pm Contact Person: Jayalakshmi- HR Attire : Business Formals Preferrable: Experienced candidates form banking sector only. ------------------------------------------------------------------------------------------------------------------------------------ Job Title - Teller, Banker Customer Experience, Authorizer. Business Unit - Retail Banking Function...

Job description Greetings from Homebazaar.com Who are we? "Home Bazaar Services Pvt Ltd is India's leading Property Advisor with an immense history of successful client satisfaction. With 11+ years of expertise, we analyze and cater to the client's requirements and have assisted thoroughly in their property buying journey. With the support of 350+ Property experts, we have been awarded Mumbai's best-winning property service company for the Quarter 2022 -23. With these achievements under our wings, we also have expanded to new horizons, we are currently operational in 9+ metro cities across India." What is our requirement? Individual Role: Key Account Manager Job Location : Sobo ( Lower Parel...

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...

As a CPF Relationship Manager, you will play a crucial front-line role in our practice, upholding our commitment to comprehensive, reliable, and impactful financial planning. Your success in this position hinges on your ability to establish yourself as a trusted anchor for our HNI/NRI clients, offering pragmatic and empathetic financial solutions while fostering our client-centric ethos. Key Responsibilities: - Engage with clients to gain insight into their financial aspirations, life objectives, and obstacles. - Provide well-structured, goal-oriented investment suggestions that align with clients" risk profiles. - Coordinate regular portfolio evaluations and ensure prompt service delivery. ...

Job Description: You will be responsible for managing the investment portfolio of HNI/UHNI clients in collaboration with Relationship Managers. Your key responsibilities will include: - Analyzing investment products and determining which product is appropriate for the clients - Increasing the Branch AUM - Supporting and handholding Relationship managers in joint calls - Maintaining MIS and driving business across mapped branches - Coordinating with AMCs and ensuring compliance while distributing the products - Training new RMs on Products and Markets - Owning investment targets assigned to mapped branches - Monitoring portfolios, rebalancing, and conducting reviews - Demonstrating strong con...

Work Level : Individual Core : Result Driven, Responsible, Networking Leadership : Building Work Relationships Industry Type : Asset ManagementFinancial Services Function : Investment Banking, Private Equity & VC - Other Key Skills : Investment Advisor,Investment Counseller,Investment Counsellor,Investment Specialist,Private Client Group,Relationship Manager,Wealth,Mutual Fund,Mutualfund sales Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Key Skills: Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers. Analyze investment products and determine which product is appropriate for the clients Responsible to i...

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

RBL Bank is launching Branch Manager Leadership program with Manipal Academy of BFSI for 2 months. What's in it for you: Leadership Role: Become a Branch Manager after program completion Attractive Stipend: INR 50,000 per month during training Fixed Pay after placement: Up to INR 12LPA (as per eligibility) Course Fee Reimbursement (performance -based):100% reimbursement on personal loan in 2 tranches. Program Structure: Learning Model: Training at Manipal Academy of BSFI +Certification Skills you learn: The Program has a comprehensive curriculum that will equip you with skills and knowledge about Branch Operations, Financial products, Sales strategies, Risk Management, Regulatory Compliance,...

Equity sales to all clients of branch with special focus on HNI clients Revenue generation from equity, commodity & equity products to meet branch overall broking targets Generating Net interest income through Margin trade funding as per targets Required Candidate profile NISM VIII is mandatory Location :- Hyderabad Thanks and Regards, Dolly Satra Intact Search 7977387204 dolly.intactsearch@gmail.com

Interested candidate can share their resume on whatsApp - 9205626007 Job Title : Field Sales Executive - PolicyBazaar Location : [Perungudi] Job Type : [Full-time] Language- English and Tamil Mandate About PolicyBazaar : PolicyBazaar is Indias leading online insurance marketplace, helping individuals find the right insurance products to meet their needs. We offer a wide range of insurance solutions, from life and health insurance to motor and travel insurance, helping customers make informed choices. As we continue to expand our reach, we are looking for dynamic and enthusiastic Field Sales Representatives to help grow our customer base and increase market penetration. Job Summary : As a Fie...

ROLES & RESPONSIBILITIES: - New client acquisition drive for opening new demat & trading accounts Working on Single interface system to make it vibrant Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Stay updated on market outlook and product knowledge. Preferred Candidate Profile: Graduate in any stream ( most preferred) Minimum 6 months of experience in a sales role, preferably in the stock market. Highly enthusiastic with a willingness to learn new things. Competitive, sales passionate and excellent communica...

Role & responsibilities Job Purpose: The role entails providing financial solutions to meet the working requirements of Rural business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for asset NTB client acquisition along with liabilities and FX deepening. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening. Roles & Responsibilities: Responsible for acquiring new customers for business banking with a detailed understanding of credit assessment. Knowledge on liability, Working Capital, Forex...

Engage potential and existing customers to promote our memberships, convert leads into sales, meet monthly targets, handle escalations, follow up diligently, and drive upgrades and referrals to boost revenue and customer retention. Required Candidate profile Experienced in both inside and field sales with a strong record of achieving targets. Skilled in virtual selling, product pitching, handling rejections, and working in high-pressure environments.

Please find below Job description for the Relationship Manager Dealing role Location-Mumbai & Pune JD Relationship Manager- Dealing:- Eligibility: Any Graduate NISM VIII Mandatory Minimum 6 months experience required As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop ...

Role & responsibilities : The work primarily involves: Experience in selling financial services to Mid-sized corporates. Preparation of target clients list. This will include both new clients as well as existing clients for new products or products for which other than Ind-Ra agency is being used by clients. The parameters for selection of clients would require a base case study of the profile including financials of the target clients. • Preparation of Marketing Material. Clients from different industries need different type of inputs on different sectors ranging from manufacturing to metals to banking. • High Level Client Interaction: Typically the business development interaction is at CF...

Dear All, We have an opening for Estate Manager (Relationship Manager) and Job Profile are giving as under 1. Diploma or B.Tech. in electrical and minimum exp. 10 years 2. Candidate must have experience of residential society handing over. 3. Maintenance (Plumbing, Electrical, Firefighting, 4. Security, Housekeeping, Horticulture. 5. STP, WTP, Harvesting. 6. Lift, Fire Fighting. 7. Site Budget etc. 8. Transformer& Panels 9. DG, Breakers 10. Liason work with Government agency. 11. Communication with RWA & Residence. 12 Good knowledge of Customer Relationship Manager Walk in Interview :- Dasnac Annexe I ECE House,28A Kasturba Gandhi Marg Near to Barakhamba Road Metro station New Delhi 110 001 ...

Dear All, We have an opening for Estate Manager (Relationship Manager) and Job Profile are giving as under 1. Diploma or B.Tech. in electrical and minimum exp. 10 years 2. Candidate must have experience of residential society handing over. 3. Maintenance (Plumbing, Electrical, Firefighting, 4. Security, Housekeeping, Horticulture. 5. STP, WTP, Harvesting. 6. Lift, Fire Fighting. 7. Site Budget etc. 8. Transformer& Panels 9. DG, Breakers 10. Liason work with Government agency. 11. Communication with RWA & Residence. 12 Good knowledge of Customer Relationship Manager Walk in Interview :- Dasnac Annexe I ECE House,28A Kasturba Gandhi Marg Near to Barakhamba Road Metro station New Delhi 110 001 ...

Dear All, We have an opening for Estate Manager (Relationship Manager) and Job Profile are giving as under 1. Diploma or B.Tech. in electrical and minimum exp. 10 years 2. Candidate must have experience of residential society handing over. 3. Maintenance (Plumbing, Electrical, Firefighting, 4. Security, Housekeeping, Horticulture. 5. STP, WTP, Harvesting. 6. Lift, Fire Fighting. 7. Site Budget etc. 8. Transformer& Panels 9. DG, Breakers 10. Liason work with Government agency. 11. Communication with RWA & Residence. 12 Good knowledge of Customer Relationship Manager Walk in Interview :- Dasnac Annexe I ECE House,28A Kasturba Gandhi Marg Near to Barakhamba Road Metro station New Delhi 110 001 ...

Dear All, We have an opening for Estate Manager (Relationship Manager) and Job Profile are giving as under 1. Diploma or B.Tech. in electrical and minimum exp. 10 years 2. Candidate must have experience of residential society handing over. 3. Maintenance (Plumbing, Electrical, Firefighting, 4. Security, Housekeeping, Horticulture. 5. STP, WTP, Harvesting. 6. Lift, Fire Fighting. 7. Site Budget etc. 8. Transformer& Panels 9. DG, Breakers 10. Liason work with Government agency. 11. Communication with RWA & Residence. 12 Good knowledge of Customer Relationship Manager Walk in Interview :- Dasnac Annexe I ECE House,28A Kasturba Gandhi Marg Near to Barakhamba Road Metro station New Delhi 110 001 ...