15338 Relationship Manager Jobs - Page 8

Key Responsibilities: Client Acquisition Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group s product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Fice. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship records for a...

We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients The role involves deep engagement with clients to understand their business models, structure appropriate WC solutions, and ensure timely renewals and enhancements of credit limits The ideal candidate will be responsible for maintaining strong relationships with promoters and key decision-makers, ensuring compliance with internal processes, and driving cross-sell opportunities The role also includes monitoring utilization patterns, ensuring timely submission of documentation, and coordinating with internal departments to resolve client issues efficie...

Kotak Mahindra Bank Limited is looking for Relationship Manager - Affluent to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision - making process. Upselling and cross - selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring...

Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done.

Job Purpose : Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of dairy and supply chain sector. Job Responsibilities(JR) : Sourcing and Business Generation Market Update and Change in Product Processes Relationship Building and Maintenance Delinquency/Rotation &Recovery Farmer Education and Capacity Increased penetration and cross sell Training and Development of SO/HBL Relationship with Retail Branches and Other Stake holders Others Educational Qualifications : Graduation (preferably Agri Business) Post-Graduation MBA (preferablyAgri Business) Key Skills : Sales and Influencing Skills Banking Prod...

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 st...

Head/Senior Relationship Manager - Wealth Management - Investment Banking Firm 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 appropriat...

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...

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 shor...

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 st...

We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their 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...

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 demon...

Key responsibilities include: Develop and maintain relationships with clients. Research and analyze clients' financial profiles and market dynamics to identify potential opportunities. Conduct research to identify new markets and customer needs, and develop a growth strategy that focuses on financial gain and customer satisfaction. Acquiring and managing corporate and SME clients pertaining to turnover of more than INR 250crores and dealing with A rated NBFCs and above. Initiating meetings with clients, gathering business and financial needs, structuring the transaction, and drafting the proposal. Negotiating and finalising the mandates till its closure from the end-to-end procedure. Working...

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 demon...

Equity sales to clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Asset gathering through Advisory products, Investment products, IPO, ETF etc. Acquire & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. Help customers to Execute trade online and place orders on behalf of customers .Giving confirmation of orders and trades done during the day to clients. Advising clients...

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our CAB 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: Ahmedabad, Baroda JOB DESCRIPTION: 1. Build and maintain strong relationships with Relationship Managers (RMs) across various branches to drive business growth. 2. Promote and present our products to RMs of broking companies, achieving sales targets through effective product positioning and partnership development. 3. Conduct field sales meetings with RMs at different branches, showcasing our products and addressing their needs...

Job Description Position Relationship Associate - Bancassurance Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Team size (D/I) Individual Role JOB SUMMARY :- Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES:- Managing relationship with Axis Branch Sellers and thereby meeting target through Bank’s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the proc...

Relationship Officer BANCASSURANCE is a customer-facing professionals in the banking industry, so their primary job responsibilities are to explain, sell, and liaison between the bank and customers. freashers can also apply.

R O officer BANCASSURANCE is a customer-facing professionals in the banking industry, so their primary job responsibilities are to explain, sell, and liaison between the bank and customers. freshers /Any sales/ Financial / LI Experienced can apply.

R O officer BANCASSURANCE is a customer-facing professionals in the banking industry, so their primary job responsibilities are to explain, sell, and liaison between the bank and customers. freshers /Any sales/ Financial / LI Experienced can apply.

Job Role - Relationship Manager Location-Jalgaon Department - Emerging Enterprise Group Job Description - To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership. Key Responsibilities: Develop and execute business strategies to enhance profitability and efficiency within the SME sector. Manage and grow relationships with key SME clients, ensuring their financial needs are met and aligning bank services with their business goals. Lead EEG initiatives that contribute to market leadership and innovation in SME banking. Collaborate with cross-functional teams to develop customized financial solutions that address client-specifi...

JOB DESCRIPTION: RELATIONSHIP MANAGER We are Hiring Relationship manger - KVR NEXA Tirur, Valanchery, Kottakkal, Manjeri, Nilambur, Mannarkkad, Pandikkad, Cherpulasseri, Pattambi, Parappanagadi, Areekode Pre-Sales: Enquiry generation / Referrals/ Offering Test Drives to customers Sales: Cars/ Accessories/ Exchange / Finance / Insurance / Loyalty Card Post Sales: Delivery / Service Understands Customer's requirement Customer Satisfaction Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.53 - ₹30,000.08 per month Benefits: Cell phone reimbursement Paid sick time Provident Fund Work Location: In person

Diaz Invest Private Limited is a premier Financial Services Provider based in Kerala, dedicated to creating wealth for our customers since 2007. In a short span of time, we have become the No.1* Mutual Fund Retail Distributor in Kerala. Today, thousands of families across 50+ countries trust us as their Financial Coach. We are seeking a Relationship Manager to nurture and sustain trusting relationships with our customers. You will play a key role in helping us outperform our competitors and uphold our company's positive reputation. To excel in this role, you must be an exceptional communicator, capable of collaborating with sales and marketing teams while building strong connections with cus...

Explain technical product, financial and service information to clients. Monitor market conditions or trends. Advising clients with regards to their investment in Bonds, NCD’s, PMS, etc Job Type: Full-time Pay: ₹30,000.00 per month Ability to commute/relocate: Ahmedabad, Ahmedabad - 380015, Gujarat: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 1 year (Preferred) Sales: 1 year (Preferred) Management: 1 year (Preferred) Language: English (Preferred)

Designation: Relationship Manager Department: Financial Services Role/Functional Area: Sales/Business Development Experience: 3 years to 6 years Salary Range: Up to 32000/- p.m + monthly incentives Role and Responsibility: Business Targets: Achievement of business targets for all financial products as defined and agreed upon. Meet customers to sell all financial products Influence customers to buy FD who have no prior HDFC Deposit relationship. Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options. Obtain appropriate documents / information from the client and ensure the forms are du...