2671 Relationship Manager Jobs - Page 50

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Fund expert CTC- upto-8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Identify and acquire new Independent Financial Advisors (IFAs) to expand the distribution network. 2) Build and maintain strong relationships with IFAs to drive consistent mutual fund sales. 3) Conduct regular meetings, training sessions, and product updates for IFAs to enhance engagement and knowledge. 4) Achieve sales targets through IFAs by offering product solutions and business development support. 5) Ensure proper documentation and compliance during IFA onboarding and transactions. 6) Monitor performance...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Sales Team Manager CTC- upto-10 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Supervise and mentor TLs and Sales Agents, ensuring high performance and motivation. 2) Monitor team sales performance at a micro level, ensuring data driven decision making. 3) Develop and implement effective sales strategies to drive conversion and sales productivity. 4) Conduct daily interactions, coaching and review meetings with TLs and agents to address challenges and improve sales conversions. 5) Ensure the team meets and exceeds assigned sales leads and targets consistently. 6) Identify and imp...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Sales trainer CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Deliver New Hire Training (NHT) sessions on Trading and Demat account opening and activation procedures. 2) Train both new and existing sales staff on systems, documentation, regulatory compliance, and client interaction techniques. 3) Design and develop comprehensive training materials, including presentations, SOPs, quick reference guides, and digital learning modules. 4) Conduct refresher training sessions at regular intervals to reinforce key processes and ensure consistent performance. 5) Evaluate the e...

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-Sales team Leader CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Supervise daily activities of 1012 sales agents, ensuring productivity and target achievement. 2) Supervise daily activities of 1012 sales agents, ensuring productivity and target achievement. 3) Conduct daily team huddles, review sessions and feedback discussions to resolve bottlenecks. 4) Coach, mentor and upskill agents on sales scripts, objection handling, and product knowledge. 5) Collaborate with the Quality Team and other TLs to meet larger campaign goals and KPIs. 6) Track key metrics such as da...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) New client acquisition new clients per month from open market 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 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-5.5 LPA + incentive + Other benefit Job Description: 1) Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowled...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 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) Grdaution is mandatory ...

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

Urgently need - NRI Financial Consultants for broking firm in Coimbatore - in stock market Location -Coimbatore ctc : 3.6 to 6 lacs Experience : 3+ yrs in BFSI / broking firms. NRI FC will be handling only NRI accounts.acquire and manage NRI clients Required Candidate profile through Client References, Cold Calling, Partner Banks, appointment and harnessing references/leads. Products: Mutual Funds, Insurance, Equity & Debt , Portfolio Contact QRN on 9869504403

Relationship Manager DST (Personal Loan) Dehradun Experience - atleast 2-4 years of experience in Personal Loans, direct sourcing, or channel management and team managemeant experience Lead and mentor your off-roll team (56 members), driving performance and growth. Source leads directly whether via referrals, walking customers, or local outreach. Drive personal loan onboarding, ensuring compliance, accuracy, and a seamless customer experience. Build and maintain strong client relationships to boost retention and cross-sell opportunities. Collaborate with internal stakeholders (credit, operations, product) to streamline process

Relationship Manager with Star Union Dai Ichi Life Insurance Company - Bancassurance Channel - Union Bank & Bank of India CTC : 3 - 4.5 Lakhs Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 1 year of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

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 BDM Salary Good Salary Experience: Minimum 3 Year Insurance Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

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 Sr.BDM Salary Good Salary Experience: Minimum 6years 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

Identify and approach potential customers. Understand their insurance and financial needs. Sell suitable life insurance plans. Provide after-sales service and policy updates. Maintain client relationships for renewals and referrals. Required Candidate profile Graduation or Above Age 21 to 38 Years Sales exp. preferred Fresher's Can Apply Good Communication ship Vacancy available in All location available On role job (Banking sector)

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 Salary: 2.80 LPA to 3.80 LPA + Incentive 1-2 years experience in Sales and Marketing Age: 22-39 Year Bike mandatory Graduation must Perks and benefits Health Insurance, PF, Incentives, Bonus

Dial 6352448697 & Share CV on WA * Recruit /Train advisors. * Act as a mentor, coach for the team to drive Business * Focusing on advisor * Agency sales * On Roll Job. Required Candidate profile Training Provided by Company Age: 21 to 40 years Qualification: Graduation (No Backlogs) Experience: 1 Year of experience in Any Sales & Marketing Bike: Mandatory

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali-kini@kotak.com or call on 9975341093 Location : Mumbai(Western/ Central/ Harbour), Ahmedabad, Pune, Chennai, Hyderabad Job Description : Banca Channel Role & responsibilities 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sa...

Hi, Greetings from Kotak Life..!!!!, Kotak Life is currently hiring for Relationship Manager role for our Direct Marketing channel, Interested Candidates kindly share your cv on kli.jayshree-jain@kotak.com or Whatsapp your cv on 7972001255. Job description :- Channel :- Direct Marketing Channel (It's a field sales job and leads will be provided by the company) Designation :- Relationship Manager Purpose:- To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Responsibilities:- - Convert leads and generate business through leads shared by the organization - Vis...

100% lead will be provided Educate the Customer about the product To close the leads provided by Company work on leads with walking customers Required Candidate profile Qualification: Graduate Age: 21 to 38 years Experience: Min.2 Years of experience as Filed Sales / Marketing Salary: - 2.50 L/A - 4.25 L/A + incentive

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...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Department: Equity Broking Group Location: Mumbai Position / Function: Business Development Level : As per fitment Qualification: Graduate or Post graduate Experience: Minimum 2 years Job Profile: candidate will be primarily responsible for: Acquiring clients interested in opening Equity Trading and Demat Account. Coordinating with Equity Dealers to advise clients on equity market trends and execute trades. Ensuring seamless account opening and making sure that the acquired Client is serviced effectively by the Dealer. Ensuring effective servicing of the client so that the client generates large volumes. Operating as an individual contributor Essential: Strong understanding of the Capital Ma...