4070 Relationship Manager Jobs - Page 50

Deal Structuring: Collaborate with clients to structure financial deals tailored to their specific needs. Prepare and present proposals to clients. Credit Solutions: Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products. Assess creditworthiness and risk factors associated with clients Portfolio Growth: Focus on portfolio growth by cross-selling financial products and services. Achieve budgetary targets for Net Interest Income (NII) and fee income. Financial Analysis: Analyze financial statements, credit reports, and market trends to assess client performance and risks Develop insights to enhance client portfolios.

Role & responsibilities Achieve assigned business targets within specified timelines. Acquire new customers through field sales and relationship management. Ensure timely policy issuance by resolving pending cases and documentation Collaborate with supervisor for joint field work and client meetings. Develop and execute short-term and long term sales plans to meet objectives. Preferred candidate profile Proficient in Local Language. Strong communication and interpersonal skills. Basic calculation and numerical ability.

Role & responsibilities Achieve assigned business targets within specified timelines. Acquire new customers through field sales and relationship management. Ensure timely policy issuance by resolving pending cases and documentation Collaborate with supervisor for joint field work and client meetings. Develop and execute short-term and long term sales plans to meet objectives. Preferred candidate profile Proficient in Local Language. Strong communication and interpersonal skills. Basic calculation and numerical ability.

Position - Aspire RM / Signature RM / PCARM / Insignia RM Experience - Banking & sales only Education - Graduation Must Interview Address: RBL Bank, 1st Floor, Viva Complex, Opp. Parimal Garden, Ellisbridge, Ahmedabad 380006. Time : 11.30am to 2.30pm Date : 21 June, Saturday Contact Person : Sagar Namaha To apply, Please send your cv on sagar.namaha@rblbank.com. candidate to carry hardcopy of cv & mention Naukri & applied position on it. Job Description: RMPA : Acquisition of High End Current\Saving Accounts through open market along with cross selling of other products of the Bank. Signature RM : Responsible to generate business from existing customer book and Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities and Acquiring and managing Resident and NRI clients. PCARM : Acquisition of new Business Entity customers and creating CA Book and Management of Acquired Current Account customers and Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers Insignia RM : To generate revenue from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners

Roles and Responsibilities Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions. Develop new business opportunities through cross-selling of life insurance products to bank customers. Collaborate with internal teams to resolve client queries and issues related to bancassurance sales. Identify potential leads from public sector organizations and develop strategies for acquiring new clients. Monitor client satisfaction levels and implement measures to improve relationship management. Who we are looking for : Proven performers in Insurance/BFSI with experience in managing bank relationships Strong networking & relationship building skills to drive insurance sales through banksTarget oriented individuals who thrive in a fast- paced, customer focused environment. .Professionals with a deep understanding of Life Insurance & banking ecosystem. Excited to elevate your career? Join us and make an impact in the Bancassurance . What you get : Unmatched Earning Potential - Best in class salary, industry leading incentives and performance driven campaigns and contests. Fast Track Career Growth Strong & clear Career Progression paths with leadership development programs Sales Contests- an opportunity to win national and internation trips Work-Life Balance & Flexibility Because employees well- being matters to us Premier Bank Partnerships Work with leading bank to unlock high-potential customer segments through analytical leads. Cutting- Edge Digital Tools Get access to the best tools and resources to maximize your potential Strong Brand and Market Reputation- Join a trusted name in life insurance with a proven track record Additional Benefits- Group Mediclaim, Group Accidental Policy, Group Term Life Insurance Allowance- Performance based local Conveyance allowance Regards : Jaya Sharma (9871997698) jayasharma.del@tminetwork.com

Job Title: Virtual Relationship Manager Role Requirements: Only V5 Level Candidates (min. 12 months VRM experience) Graduation (Mandatory) Good to Excellent English Communication Proven experience in handling HNI/Retail customers via calls and CRM Exposure to banking products (savings, loans, insurance, cards) Salary: Up to 32,000/month (based on current CTC & experience) Shifts: Day Shifts | 6 Days Working | Rotational Weekly Offs To schedule your interview kindly share your resume/ call at HR Dhanashri:7796426785

Greetings from Edelweiss Life Insurance Company Limited !! We are hiring Life Insurance experienced candidates for the post of RM/SRM/ERM for Catholic Syrian Bank Channel. Job Locations : Thalassery, Payyanur, Kasargode, Thrissur town, Erumapetty(kunnanmkulam), Palakkad, Alathur, Chittur. Salary - Max up to 4 LPA + TA + Incentives Interested candidates can mail me your CV at suprabha.p@edelweisslife.in (or) 9995803702. Role & responsibilities 1. Generating leads & converting into sales at the branch centers (CSB Limited). Preferred candidate profile 1. A graduate with minimum 1 year of Life Insurance/Banking sales experience. 2. Age should be less than 38 yrs. Perks and benefits . Maximum up to 4 LPA + TA + Huge Incentives. Opportunities for International trips. Salary & level upgrade without probation criteria. Interested candidates can mail me your CV at suprabha.p@edelweisslife.in (or) 9995803702. Thanks, Suprabha Talent Acquisition

About Volt Money Volt Money is India's market leader in loans against securities, revolutionizing instant and secured loans against mutual funds and shares We offer hassle-free, instant secured loans with favorable terms, empowering individuals with immediate financial flexibility while supporting their long-term wealth creation goals, Volt Money is backed by top investors in the ecosystem, Role Overview We are seeking a dedicated and customer-oriented Support Executive to join our team at Volt Money The primary focus of this role is to provide exceptional support to our network of distributors, ensuring their success in offering loans against mutual funds to their customers, Key Responsibilities And Accountabilities (KRAs) Distributor Support Serve as the first point of contact for distributors seeking assistance Provide prompt and accurate responses to distributor inquiries via phone, email, and chat Assist distributors in navigating Volt Money's systems and processes Troubleshoot and resolve issues related to loan applications, disbursements, and repayments Problem Resolution Identify and escalate complex issues to appropriate internal teams Follow up on escalated issues to ensure timely resolution Maintain a comprehensive knowledge base of common issues and their solutions Distributor Education Guide distributors on how to effectively use Volt Money's platforms and tools Provide information about loan against mutual funds products and processes Assist in creating and updating support materials, FAQs, and tutorials for distributors Customer Support Assist distributors in addressing their end-customers' queries and concerns Provide second-level support for complex customer issues when needed Reporting and Feedback Maintain accurate records of all support interactions and their outcomes Compile regular reports on common issues, resolution times, and distributor satisfaction Collect and communicate distributor feedback to improve products and processes Qualifications and Skills Bachelor's degree in any field; degree in Finance or Business Administration is a plus 1-3 years of experience in customer support, preferably in the financial services sector Basic understanding of mutual funds and loan products Excellent communication skills in English and Hindi; knowledge of other regional languages is a plus Strong problem-solving and analytical skills Proficiency in using customer support software and MS Office suite Ability to work in shifts, including weekends, as per business requirements Personal Attributes Patient and empathetic with a strong customer-service orientation Ability to remain calm and professional in high-pressure situations Detail-oriented with excellent organizational skills Quick learner with the ability to adapt to new technologies and processes Team player with the ability to work collaboratively in a fast-paced environment Passion for fintech and interest in the financial services industry Why Join Volt Money Be part of a team that's revolutionizing the loan industry in India Opportunity to develop expertise in cutting-edge financial products and technologies Work in a dynamic environment with exposure to various aspects of the fintech industry Contribute directly to distributor success and customer satisfaction Competitive compensation and the chance to make a real difference in people's financial lives What We Offer Competitive salary and performance-based incentives Opportunities for professional growth and development Comprehensive training program to set you up for success Collaborative and innovative work environment Free lunch daily for our employees Join us in our mission to transform financial accessibility and create exceptional experiences for our distributors and customers Apply now and be a key player in Volt Money's journey to redefine secured lending in India!

Job Profile:- Office job, no Field Work. Its an outbound and inbound process. They will be calling on the leads(Interested Customer) shared by the company. They will be briefing the customer about the product. They will be convincing the customers to purchase the product and closing the lead. They will have to achieve the Given sales targets. Desired Experience :- Candidate should have experience in insurance sales/Direct Channel/ Cross cell channel and online product celling. Candidate should have customer convincing power in online sales. Candidate should be sharp in pitching policy to customers and should be presentable. Minimum experience should be at least 6 month in sales.. Intrested canddiate can share resume at azhar.uddin@careinsurance.com or can come directly for the face to face interview at given address. Addres- Care Health Insurance,Care Health Insurance Ltd., F-01, 2nd Floor, Noida Sector 6, U.P.-201301 Timing-11 to 3 pm.

Job Profile:- Office job, no Field Work. Its an outbound and inbound process. They will be calling on the leads(Interested Customer) shared by the company. They will be briefing the customer about the product. They will be convincing the customers to purchase the product and closing the lead. They will have to achieve the Given sales targets. Desired Experience :- Candidate should have experience in insurance sales/Direct Channel/ Cross cell channel and online product celling. Candidate should have customer convincing power in online sales. Candidate should be sharp in pitching policy to customers and should be presentable. Minimum experience should be at least 6 month in sales.. Intrested canddiate can share resume at azhar.uddin@careinsurance.com or can come directly for the face to face interview at given address. Addres- Care Health Insurance,Care Health Insurance Ltd., F-01, 2nd Floor, Noida Sector 6, U.P.-201301 Timing-11 to 3 pm.

We are hiring Relationship Manager For ICICI AMC, intrested candidate find below JD and share resume on my whatsapp (7990449328) 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Show more Show less

Published on 19-Jun-2025 Branch Agra Qualifications Graduation Experience 1 Years - 0 Months To 4 Years - 0 Months Contact Nandini - 7979880622 Key Requirement for the Position At least 5years’ experience in Retail/SME credit management Comfortable in assessing clients without access to audited financials Deep understanding of risk and its various dimensions like operational risk, credit risk, market risk, etc Good analytical skills and ability to process data on computer spreadsheets Job Description Job Description You will be responsible for ensuring that all loan applications are assessed as per the credit policy and all deviations, if any, are properly mitigated and documented. You will be required to visit clients, assess them based on personal discussion and interview and ensure that all files are turned around within acceptable timelines. In addition to being good at credit assessment, you should have good inter-personal skills. The job requires regularly interacting with customers, members of the sales team and ops. Conflicts generally arise in such situations where people are looking at something with different perspectives and hence skills for conflict resolution will help you significantly in excelling at your job. Specific Responsibilities Visit customers, assess applications and ensure that credit parameters are adhered to Ensure that agreed turnaround times are honoured for all applications Track deviations and any correlation between deviations and delinquencies Monitor portfolio and highlight any early warning signals Ensure that all KYC guidelines issued by RBI from time to time are adhered to Ensure proper security creation process for all secured loans Monitoring of the portfolio, analysis of delinquent cases, profiling of customers, data cuts

Roles and Responsibilities Manage virtual relationships with clients through phone calls, emails, and other digital channels. Identify new business opportunities and convert them into sales leads by upselling and cross-selling life insurance products. Develop strong communication skills to effectively handle customer queries and concerns. Desired Candidate Profile 1-3 years of experience in BFSI sales, telesales, telecalling, bancassurance sales, banca sales, or insurance sales. Strong understanding of life insurance products and services offered by various companies. Excellent communication skills with ability to build rapport with customers over phone calls.

Job Summary We are looking for high-performing Sales managers to help us meet our customer acquisition and revenue growth targets by keeping our company competitive and innovative. You will be responsible for maximizing our sales team potential, crafting sales plans and justifying those to plans to the upper management Responsibilities: • Connect and engage with pre generated leads via outbound calls • Sourcing of Leads • Reach out to new customers and explain them about the products • Actively seek out new sales opportunities through cold calling, networking, and social media • Set up meetings with potential clients and listen to their wishes and concerns ∙ Initiate repeat sales by follow up phone calls from existing customers • Develop in-depth knowledge of products and services to make suitable recommendations based on customer needs • Developing comparative analysis of product and micro market • Continually meeting and exceedingly daily/ monthly targets with respect to call volume and sales • Develop and manage prospective clients / customers interested to invest in the Company's Real Estate Product and ensure revenue generation enabling the Organization to meet its Business Plan & Objectives. • Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs • Identify emerging markets and market shifts while being fully aware of new products and competition status • Connect and engage with target group via outbound cases • Developing customer connect and to do customer need analysis • Performing below the line marketing activities and events Skills: • One should have own vehicle. • Prior experience in sales/business development/voice process will be preferred • Passionate about sales • Good communication skills & Client handling skills • Ability to handle stress and rejection in soliciting clients • Flexibility with rotation offs and stretchable hours • Outlook-Properly groomed and formally dressed Benefits: • Competitive salary package inclusive of performance-based incentives. • Comprehensive training and avenues for professional development. • Access to a collaborative and forward-thinking work environment. • Opportunity to play a pivotal role in directly contributing to the company's expansion and accomplishments Show more Show less

Company Description Muthoot Homefin (India) Limited (MHIL) is a Housing Finance Company registered with The National Housing Bank (NHB) and a subsidiary of Muthoot Finance Limited. MHIL focuses on extending Affordable Housing Finance to first-time home buyers in economically weaker sections and low-income customer segments. The company operates on a 'Hub and Spoke' model to ensure due diligence and efficiency. Role Description This is a full-time on-site role for a Relationship Manager located in Shivpuri. The Relationship Manager will be responsible for managing customer relationships, providing financial advice, promoting financial products, and ensuring customer satisfaction. The role involves engaging with customers, understanding their financial needs, and offering suitable solutions. Qualifications Strong interpersonal and communication skills Ability to build and maintain customer relationships Knowledge of financial products and services Experience in sales or customer service roles Analytical and problem-solving skills Bachelor's degree in Finance, Business Administration, or related field Previous experience in the housing finance industry is a plus Show more Show less

Company Description Niva Bupa Health Insurance Company Ltd. Role Description This is a full-time on-site role for a Relationship Manager located in Ahmedabad and Surat. The Relationship Manager will be responsible for managing partner relationships, identifying opportunities for growth, and providing personalized service to partners. Qualifications Excellent interpersonal and communication skills Customer service and relationship management experience Strong problem-solving and analytical skills Ability to work effectively in a team Knowledge of health insurance products and services Bachelor's degree Previous experience in the insurance industry is a plus Show more Show less

Relationship Manager Agri B2C SEGMENT at Bandhan Bank location All Odisha Candidates will be absorbed in DM and M grades Min 3 years work experiene Agri B2C is a mortgage backed working capital product with Agriculturists having alternate source of Income Show more Show less

Job description Role Name - Relationship Manager - Micro Enterprise Group Min 3 years of experience is required Business Unit: Emerging Enterprises Group Locations - Delhi NCR Those who are Interested, can share their resume with sunil.maheshkar@hdfcbank.com While sharing resume, Please mention subjecting as RM MEG - Interested Location Job Description: To build and manage relationships with new and existing clients so as to ensure income generation from sale of product- Dukandar Overdraft relevant to the client - Shopkeeper. • Acquisition and managing a portfolio of existing relationships and achievement of overall business targets. • Experience in Banking sector in SME/mid-marked/Corporate banking domain with understanding of various bank facilities like, Overdraft, etc. Need Candidate who are Interested in Field sales Job Purpose To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership. Key Responsibility Areas : Branch Management 1. Plan the branch visits detailing the coverage every week 2. Meeting the branches during the morning meeting - every branch once a month 3. Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls 4. Planning the catchment area activity/scoping for lead generation/joint call 5. Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required. 6. Creating excitement in branches/spot sanctions/contests/recognition program 7. Check CRM daily and review the leads/update follow up leads/with dates 8 Document branch meeting through Cogent/mails Lead generation/logins 1. Planning the above so that it translates into 2 calls per day/2 appointments per day 2. Send the communication to the customer on documents required 3. Follow up the on the calls made for documents/arrange for pickup of documents 4. Check for completeness of documents 5. Go through the Financials/bank statements for churn/bounces/interest servicing as per product 6. KYCs Cross Selling 1. To be the one-stop shop for each of our Express OD clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer. 2. Monitor and track Leads. Renewals 1. Work on the renewals in advance for customers who are not getting auto renewed 2. Mail to the respective customers on docs required for renewal 3. Follow up weekly twice for docs 4. Arrange for collection of documents 5. Check the documents for completeness 6. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos as per product requirement 7. Speak to the customer for addressing issues/aberrations 8. For renewals overdue and having genuine delay put up for extensions Churn into WC account 1. Post disbursement ensure that all business churn comes to HDFC bank account 2. If OBA waiver required/check for justification/check for churn/put up to the authority 3. If not inform the customer on closure of OBA/levy of 2% penalty Call Memos 1. Express OD Monitoring to happen basis central triggers, customers falling in triggers and if not contacted virually to be met by RM as required frequency. Delinquency management 1. Depending upon severity of each case - Customer Call for servicing Interest. 2. Email communication to Branch & customer 3. Personal Visit to Customer / Joint Visit with Credit Manager; 4. Rigorous follow-up Complaints : CRM / MD / PNO / CRO 1. Analyze complaint 2. Seek resolution post discussing with Customer Educational Background Graduate Interpersonal Skills Coordination with multiple teams & multiple activities Ability to work under pressure

To work as part of the team engaged in loan processing of applications received through channel partners. Own and manage end to end loan origination process from sourcing to disbursal. Understand client requirements, gather relevant information, and process the application. Keep client experience paramount. Be prompt in connecting with the customer, be responsive during the processing of a case. Managing Sales of LAP product. Sourcing business through open market & DSA. Strong knowledge of LAP Product.

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, revenues & improve client stickiness Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Location- New Delhi,Mumbai,Bengaluru,Hyderabad

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship-building skills with both internal departments and external parties. Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: Ability to use & analyze data tools related to wealth products Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review Maintaining external network i.e. maintaining contact with the customers Attitude to service clients by providing them smooth and superior service delivery Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills Decision-making skills with a strong sense of ownership and the ability to work under pressure Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity, and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: 15-25 years of relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired Knowledge Skills: Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations Ability to think and execute strategically, prioritize and resolve complex problems Detail-oriented with superior organizational and time management skills, including delegation of work Team player with the ability to collaborate with others Ability and interest to work in a fast-paced, evolving environment.

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship building skills with both internal departments and external parties. Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, revenues & improve client stickiness - Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling - Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. to maintain contact with the customers - Attitude to service clients by providing them smooth and superior service delivery - Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work experience: - 08-18 years Relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship-building skills with both internal departments and external parties. Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: Ability to use & analyze data tools related to wealth products Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review Maintaining external network i.e. maintaining contact with the customers Attitude to service clients by providing them smooth and superior service delivery Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills Decision-making skills with a strong sense of ownership and the ability to work under pressure Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity, and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: 15-25 years of relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired Knowledge Skills: Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations Ability to think and execute strategically, prioritize and resolve complex problems Detail-oriented with superior organizational and time management skills, including delegation of work Team player with the ability to collaborate with others Ability and interest to work in a fast-paced, evolving environment.

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: Ability to use & analyze data tools related to wealth products Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review Maintaining external network i.e. maintaining contact with the customers Attitude to service clients by providing them with smooth and superior service delivery Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills Decision-making skills with a strong sense of ownership and ability to work under pressure Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: 10-25 years relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired Knowledge Skills: Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations Ability to think and execute strategically, prioritize and resolve complex problems Detail-oriented with superior organizational and time management skills, including delegation of work Team player with the ability to collaborate with others Ability and interest to work in a fast-paced, evolving environment.

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios Focus on business development and achieve growth in relationship value, revenues & improve client stickiness Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance Location - New Delhi, Mumbai, Bangalore, Hyderabad.