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0 years

0 Lacs

Lucknow, Uttar Pradesh, India

On-site

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

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0 years

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Lucknow, Uttar Pradesh, India

On-site

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

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0 years

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Varanasi, Uttar Pradesh, India

On-site

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

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Kanpur, Uttar Pradesh, India

On-site

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

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0 years

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Kanpur, Uttar Pradesh, India

On-site

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

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0 years

0 Lacs

Baroda, Madhya Pradesh, India

On-site

Business planning for Surety Bond – Location Name Conducting monthly meetings with teams for business plan & provide them with inputs to achieve agreed topline & business mix. Design & recommend local R&R, contests to drive business, with reporting authority. Drive business performance of Location Name region in alignment with business plan of Retail vertical to deliver defined business targets for Location region. Conduct meetings & do joint field calls with intermediaries for increasing the intermediaries’ wallet share & business mix with profitability focus. Plan & deliver training (product & insurance basics) to enhance technical capabilities of team to ensure they are equipped to drive business with intermediaries. Intermediaries management Support intermediaries by recommending focus areas/ target segments and guide them to maximize revenue generated for BAGIC Run campaigns/ trainings/ league programs for intermediaries in his zone to develop their knowledge of specialized/ futuristic products ( like cyber and home etc.) and enhance their sales capabilities Identify IMD’s based on their business & drive business planning with low performing IMD’s along with assigned sales executives / managers for alignment & focus Conduct joint field calls with intermediaries to support them in closing business. Interact & Hire new prospects in given geography for increasing the wallet share & drive Surety Bond Business

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0 years

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Indore, Madhya Pradesh, India

On-site

Core 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 risk-reward for the Bank Communication/PR of Bank’s products Undertakes brand communication initiatives for designated products Communicates product positioning messaging that differentiates YES Bank’s products in the market Market Research Illustrates understanding of consumers, competition and current market conditions through primary and secondary research Credit Appraisal Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions Documentation and Compliance To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group Self-Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk And Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by departmental manager. Executes the established internal control systems and compiles the relevant information for departmental audits, as necessary.

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0 years

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Chandigarh, India

On-site

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

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0 years

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Noida, Uttar Pradesh, India

On-site

Market Assessment and Business Development Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions. Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth. Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders. Revenue Generation Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives. Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager. Portfolio Management and Deal Structuring Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients’ financial requirement. Conducts research and collates necessary data for preparing credit proposals in line with customer requirements. Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner. Credit Appraisal Credit Assessment and CAM preparation through detailed analysis Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

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0 years

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Greater Kolkata Area

On-site

The Relationship Manager will be responsible for client acquisition, servicing, and retention in the equity trading and investment segment. The role involves understanding client needs, providing relevant market information, and offering suitable investment solutions through traditional broking services.

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4.0 - 9.0 years

0 - 0 Lacs

delhi

On-site

Dear Job Seeker, If you are passionate about building a successful career in insurance and possess strong leadership and interpersonal skills, we invite you to apply for this position. Key Responsibilities: Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protection review calls as per the timelines Campaign Calling Perform Segmented product based campaigns including GLIP, SWP, FWP and others Ensure that the customers are aware of the offering and do not have any confusion regarding the same Perform Service Request Calls Keep records of customer interactions, process customer accounts and file documents Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Provide accurate, valid and complete information by using the right methods/tools Identify and assess customers needs to achieve satisfaction Essential qualifications and experience: Certifications in Financial markets Like - AMFI / CFP , Gender Female (Preferred) Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers Competence required: Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers How to Apply: Interested candidates are requested to send to [priya.kkdconsulting@gmail.com]. Please mention "Application for Relationship Manager in the subject line. We look forward to welcoming a dedicated and enthusiastic professional to our team. Join us in shaping a successful and rewarding career in the insurance industry. Best Regards Priya Singh KKD CONSULTING CONTACT -9811250603{WHATSAPP}

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2.0 years

0 Lacs

Jaipur, Rajasthan, India

On-site

🚀 We’re Hiring: Relationship Manager – Client Engagement & Retention 🤝 Are you a people-first professional who thrives on building meaningful relationships and ensuring client satisfaction? We’re looking for a Relationship Manager who can connect, engage, and retain clients while delivering exceptional service and support. 📌 Location: Jaipur 📌 Experience: 6 Months – 2 Years in Client Relationship / Customer Support 📌 Type: Full-Time | Client-Facing Role 🔍 Key Responsibilities: Build and maintain strong, long-term client relationships Act as a point of contact for client queries, concerns, and service needs Understand client goals and proactively offer tailored solutions Coordinate with internal teams to ensure smooth service delivery Track client feedback and share insights with management for improvement Assist in client onboarding and post-sale engagement ✅ What We’re Looking For: Minimum 6 months of experience in a client-facing or support role Strong communication and interpersonal skills Ability to handle client queries with empathy and professionalism Proactive, solution-oriented mindset Basic knowledge of CRM tools is a plus Bachelor's degree preferred 🌟 Why Join Us? Fast-growing company with learning and growth opportunities Supportive and collaborative team culture Performance-based incentives & career advancement To apply :- Mail your CV - hr.gdigitalindia@gmail.com WhatsApp your CV - 9116175025

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0 years

0 Lacs

Kolkata metropolitan area, West Bengal, India

On-site

Company Description Edelweiss Life Insurance, established in July 2011, focuses on protecting people’s dreams and aspirations with innovative and simple life insurance solutions. The company aims to meet modern customer expectations by offering need-based, customer-centric insurance products. With a multi-channel distribution network, Edelweiss Life Insurance effectively serves customers across India, helping them live their #zindagiunlimited. Role Description This is a full-time on-site role for a Relationship Manager located in the Kolkata metropolitan area. The Relationship Manager will be responsible for managing and nurturing client relationships, providing exceptional customer service, identifying client insurance needs, and proposing suitable life insurance solutions. Additionally, the role will involve achieving sales targets, maintaining client records, and staying updated with industry trends and product knowledge. Qualifications Client Relationship Management and Customer Service skills Sales and Business Development experience Strong Communication and Interpersonal skills Problem-Solving and Decision-Making abilities Proficiency in using CRM software and other digital tools Ability to work independently and manage time effectively Bachelor’s degree in Business, Marketing, Finance, or related field Prior experience in the insurance industry is a plus

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1.0 - 3.0 years

1 - 2 Lacs

India

On-site

Rohan Motors Ltd. A "Royal Platinum" dealer of Maruti Suzuki is looking for Relationship Manager for Arena & Nexa segment. Candidate must be graduate having valid driving license & well known of four wheeler Driving. Experience : 1 to 3 years (sales domain) Location: Gopeshwar, Karanprayag, Rudraprayag, Gairsain, Mussoorie, Chamoli, Dehradun. Intrested candidate can share their cv mail to: talentacquisition.uk@rohanmotors.co.in contact No- 7417454744 Job Type: Full-time Pay: ₹16,000.00 - ₹20,000.00 per month Benefits: Provident Fund Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Sales: 1 year (Preferred) Management: 1 year (Preferred) Language: English (Preferred) Work Location: In person

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0 years

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Pune, Maharashtra, India

On-site

🚨We're Hiring: Relationship Managers – Real Estate | Pune🚨 Are you someone who has already worked with the AOP strategy and knows how to convert energy into results? Join one of Pune's most performance-driven teams where commitment meets growth! 🟠 Position: Relationship Manager 📍 Location: Pune 📅 Joining: Immediate 💼 Salary: Based on Interview + Lucrative Incentives 🔍 Who are we looking for? ✅ Professionals who understand AOP working structure ✅ Real Estate Sales experience (preferred but not mandatory) ✅ Go-getters who can handle site visits, client relationships & closures ✅ Excellent communication & follow-up skills ✅ Target-driven mindset with the hunger to grow ✅ Candidate Must Have Bike 💼Key Responsibilities: * Handle daily AOP activities: calls, visits, follow-ups * Conduct client site visits and drive closures * Maintain CRM and reports * Build long-term client relationships * Meet weekly/monthly booking targets 🚀 What you get? * Performance-based incentives * Rapid growth & leadership opportunities * Transparent team culture * Direct exposure to premium projects You can drop your CV at sejalhr@assetscout.in or call on - +91 9356401983 https://assetscout.in/ #RealEstateHiring #PuneJobs #RelationshipManager #AOPStrategy #RealEstateCareers #SalesJobs #ImmediateJoiners #HiringNow #JobAlert #TeamExpansion #GrowthDriven #TargetOriented #RealEstateLife #JoinTheSquad #WorkWithWinners#SejalKhater #KunalRane #Nitin Dhage

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1.0 years

3 - 4 Lacs

Rājkot

On-site

Job Title: Relationship Manager – Stock Market Summary: We are looking for a dynamic and client-focused Relationship Manager to join our stock broking team. The ideal candidate will be responsible for managing a portfolio of high-net-worth individuals (HNIs) or retail clients, providing them with investment advisory services, and ensuring excellent customer satisfaction in the equity and derivatives markets. Key Responsibilities: Develop and manage strong relationships with existing clients and actively acquire new clients for equity, derivatives, mutual funds, IPOs, etc. Advise clients on their investments based on market trends, risk appetite, and portfolio goals. Execute buy/sell orders for clients across multiple asset classes. Ensure compliance with SEBI and company regulations during client interactions and transactions. Monitor client portfolios and proactively suggest rebalancing or switching strategies. Achieve monthly/quarterly targets related to client acquisition, retention, and revenue generation. Resolve client queries and ensure timely support and follow-up. Coordinate with back-office and research teams to provide seamless client service. Stay updated on financial markets, economic trends, and new financial products. Key Skills and Competencies: In-depth knowledge of stock market products including equities, derivatives, mutual funds, bonds, etc. Excellent communication, presentation, and interpersonal skills. Strong selling, negotiation, and relationship-building abilities. Analytical mindset with attention to detail. Ability to work under pressure and meet revenue targets. Experience: Minimum 1-3 years of experience in the broking industry or financial services as a Relationship Manager, Dealer, or Advisor. I nterested Candidate Share CV on 9904863300. Job Type: Full-time Pay: ₹30,000.00 - ₹40,000.00 per month Schedule: Day shift Work Location: In person Speak with the employer +91 9904863300

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1.0 years

3 - 5 Lacs

Noida

On-site

Key Responsibilities: Client Relationship Building Develop and maintain strong, long-term relationships with key clients. Serve as the primary point of contact between the company and its clients. Client Retention & Loyalty Ensure high levels of client satisfaction to drive retention and repeat business. Address client concerns promptly to maintain trust and loyalty. Understanding Client Needs Understand client goals, challenges, and business needs to offer tailored solutions. Regularly check in with clients to ensure services/products align with expectations. Cross-Selling and Upselling Identify opportunities to offer additional products or services that benefit the client. Work closely with the sales team to achieve revenue targets from existing accounts. Problem Resolution Act as an escalation point for client issues and ensure prompt resolution. Coordinate with internal teams to solve service or delivery-related problems. Client Onboarding & Training Oversee smooth onboarding of new clients. Provide training or guidance on using company products/services effectively. Performance Tracking & Reporting Monitor client performance metrics and service usage. Prepare reports and updates for both clients and internal stakeholders. Collaboration with Internal Teams Work closely with sales, marketing, product, and operations teams to ensure client needs are met. Communicate client feedback internally to improve offerings. Contract Management & Renewals Manage contracts, renewals, and negotiations to ensure ongoing relationships. Maintain accurate records of agreements and service levels. Market & Industry Awareness Stay updated on industry trends and competitors to better serve clients. Provide strategic advice to clients based on market insights. Regards ASHIKA KUMARI 745791134 Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹45,000.00 per month Benefits: Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Application Question(s): What is your current location? What is your current in-hand salary? What is your Age? Experience: Inside sales: 1 year (Required) Work Location: In person Speak with the employer +91 7457911134

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2.0 - 7.0 years

3 - 4 Lacs

Noida

On-site

Industry Financial Services Job description The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 2-7 years of client relationship experience with mutual funds Strong English communication and interpersonal skills *Only candidates with prior work experience in mutual funds will be considered for this position. Job Type: Full-time Pay: ₹25,000.00 - ₹36,000.00 per month Benefits: Commuter assistance Health insurance Leave encashment Paid sick time Paid time off Ability to commute/relocate: Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required) Experience: mutual funds: 1 year (Required) Work Location: In person

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3.0 years

7 - 9 Lacs

India

On-site

Key Responsibilities: Acquire and on board new clients for Mutual Fund and PMS products. Engage with existing clients to deepen relationships and cross-sell financial products. Conduct regular client meetings to review portfolios and provide advisory support. Promote and sell Mutual Funds and Portfolio Management Services (PMS) as per clients’ financial goals. Coordinate with internal teams – operations, compliance, and client support – for seamless client experience. Maintain a high level of client satisfaction and ensure prompt resolution of queries or issues. Present portfolio performance reports to clients. Stay updated with product knowledge, market trends, and regulatory changes. Key Requirements: · Education: Graduate (minimum requirement) Experience: · Minimum 3 years of relevant experience in sales of financial services. · Preferably from banking, mutual funds, or PMS sectors · Ex-luxury car sales persons / ex-luxury watch sellers / ex- luxury holiday travel sales persons can also apply · Languages: Proficient in English Skills: · Excellent communication and interpersonal skills · Presentable and client-oriented · Strong understanding of mutual fund and PMS products · Ability to build trust and long-term relationships with clients · Extrovert · High Drive Job Type: Full-time Pay: ₹60,000.00 - ₹80,000.00 per month Benefits: Health insurance Language: English (Preferred) Work Location: In person

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0 years

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Delhi, India

On-site

Company Description InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a wide range of personalized financial products designed to grow and protect wealth, including Market Linked Debentures, Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Bonds, and Health Insurance. Our platform features an open architecture, allowing customers to use existing accounts and access real-time insights. Our mission is to help customers achieve financial goals and secure a brighter future through unparalleled customer service and long-term relationships. Role Description This is a full-time, on-site role for a Relationship Manager located in Delhi, India. The Relationship Manager will be responsible for building and maintaining strong client relationships, providing tailored financial advice, and promoting a variety of financial products. Daily tasks include client meetings, product presentations, and portfolio management. The role also involves identifying client needs, developing financial strategies, and ensuring customer satisfaction. Qualifications Relationship Management and Client Service skills Financial Advice, Portfolio Management, and Investment Planning experience Knowledge of Financial Products including Mutual Funds, Bonds, and Insurance Excellent communication and interpersonal skills Ability to work independently and manage multiple client accounts Bachelor's degree in Finance, Business, or related field Relevant certifications in financial planning or investment management are a plus Experience in the financial services industry is preferred

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0 years

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Chennai, Tamil Nadu, India

On-site

Your role The Manager Government and Industry Relationsis responsible for managing relationships with government and industry stakeholders to enable the establishment of the UWA India campuses; support the delivery of the University’s India Strategy; and effectively deliver UWA’s visibility into India and the region. The role will be pivotal in supporting the Director Global Growth and Advocacy in delivering an advocacy strategy and initiatives to support the expansion of UWA into India and globally. Your key responsibilities Together with the Director Global Growth and Advocacy, develop and establish an Advocacy and Stakeholder Relations Plan and initiatives that will effectively deliver the UWA India branch campuses as well as position UWA in the market. Build and maintain strong relationships with government agencies in India and regionally as well as Australian and Western Australian government agencies in India and regionally aligned to delivering the UWA Advocacy and Stakeholder Relations plan. Build and maintain strong relationships with key industry stakeholders, bilateral chambers of commerce and industry associations and chambers of commerce aligned to facilitating key research, industry and sponsorship collaboration. Engaging in negotiations with government and industry representatives to deliver mutually beneficial impact for operationalising of the UWA India campuses. Together with Director Global Growth and Advocacy oversee and manage public relations and media strategies in conjunction with UWA media and communications. Oversee and manage a special visits program to align with thought leaders to grow the UWA – India ecosystem and to enhance stronger engagement between UWA colleagues and Government and Industry. Oversee and deliver key industry and government related events and initiatives as identified. Identify key regulatory requirements (e.g. Ministry of External Affairs and Foreign Relations Act) to support effective delivery of advocacy initiatives and operation of UWA India Operations. Identify, research and prepare submissions for grant, corporate social responsibility and funding models to increase opportunities for funding of research, industry collaboration. Identify and prepare key briefing notes, presentations and related communications to profile and position UWA India across government and industry. Represent UWA and the Director Global Growth and Advocacy as required, including at formal visitations. Undertake other tasks and projects as directed. Your specific work capabilities (selection criteria) Relevant tertiary qualifications - bachelors or demonstrated equivalent competency. Ability to build relationships with key stakeholders across government, industry at all levels. Extensive experience in cross-cultural communication and interpersonal skills. Demonstrated political acumen to navigate complex political landscape and influence decision-making processes. Strong integrity, analytical and problem-solving skills. Ability to work under pressure and manage multiple projects simultaneously. Understanding of contemporary issues in relation to geo-politics, economics, and international education. Experience in leading engagements and negotiations to achieve productive government and industry relationships. Well-developed planning and organisational skills with a proven ability to set priorities and meet deadlines. Proficiency in adapting to a range of digital systems and platforms to increase efficiency of operations Thanks & Regards Prashant Awasthi Vastika Technologies PVT LTD 9711189829

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0 years

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Lucknow, Uttar Pradesh, India

On-site

Company Description Realty Assistant is a leader in the dynamic real estate sector, empowering individuals and businesses across India and in global markets including the US, Canada, UAE, and Singapore. With a presence in 14 Indian cities, we provide seamless solutions from property discovery to investment and leasing. Our commitment to excellence is reflected in numerous prestigious awards, attesting to our exceptional service and trustworthiness. Realty Assistant aims to build lasting success with expert insights and a customer-first approach. Role Description This is a full-time, on-site role for a Relationship Manager located in Lucknow. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, understanding their real estate needs, and providing tailored solutions. Day-to-day tasks include client engagement, property showings, coordinating with various stakeholders, and ensuring a smooth transaction process. The role also involves market research, analyzing property trends, and reporting to management. Qualifications Strong communication and interpersonal skills Client-focused approach and relationship-building abilities Knowledge of the local real estate market and trends Ability to conduct property showings and provide detailed information Organizational and time management skills Experience in customer service or sales is beneficial Proficiency in using real estate management software and tools Bachelor’s degree in Business, Real Estate, or a related field Ability to thrive in a fast-paced environment and work independently

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3.0 years

0 Lacs

Vijayawada, Andhra Pradesh, India

On-site

Hello...........Hope your doing Good Urgent Openings in Kotak Life Insurance, Max life insurance, bharti axa life insurance , Edelweiss tokio life insurance,SBI life .. Limited Openings, Apply Immediately Minimum requirement of a candidate Graduation mandatory Above 3 to 4 years of experience in Field Sales Marketing Age 25 - 40 Package UPTO 4L P.A Benefits- Unlimited incentives + Every 6 months promotion, Mediclaim Credit card, loan facility on role, etc. Contact immediate on or Share your resume at9665821126 mail on shalini@willpowerconsultants.in Pls give references or share with needy people HR Consulta SHALINI 9665821126 This job is provided by Shine.com

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1.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

🔹 Open Positions: 1️⃣ Banking Officer – CASA Sales 📍 Experience: Minimum 1 year in CASA Sales 💼 Role: Drive customer acquisition and manage CASA portfolio 2️⃣ Relationship Manager – First Wealth 📍 Experience: Minimum 4 years in Wealth Product Sales 💼 Role: Manage and grow HNI client relationships through investment and wealth solutions 🎯 If you’re committed to delivering value and growth, we want to hear from you! 📩 Interested candidates can share their resume at: 👉 poojaj.bnh@gmail.com Let’s build success together! #Hiring #BankingJobs #CASASales #WealthManagement #RelationshipManager #NoidaJobs #GhaziabadJobs #CareerOpportunity

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0 years

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Noida, Uttar Pradesh, India

On-site

Company Description Capital Small Finance Bank Limited is a banking company headquartered at Midas Corporate Park, 3rd Floor, 37, G.T. Road, Jalandhar, India. The bank is known for its reliable and customer-centric services, providing a variety of financial products to meet the needs of individuals and businesses. Capital Small Finance Bank focuses on delivering innovative banking solutions to ensure customer satisfaction and financial growth. Role Description This is a full-time, on-site role located in Noida for a Relationship Manager. The Relationship Manager will be responsible for managing client relationships, developing new business opportunities, ensuring customer satisfaction, and conducting financial analysis. Daily tasks include meeting with clients, understanding their financial needs, providing tailored financial solutions, and maintaining accurate records. Qualifications Strong customer service and relationship management skills Experience in business development and financial analysis Excellent verbal and written communication skills Ability to work independently and as part of a team Proficiency in using banking software and applications Bachelor's degree in Finance, Business Administration, or related field Previous experience in banking or financial services.

Posted 2 weeks ago

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