8 Relationship Managers Jobs

As an experienced trainer in the Banking & Financial Services Industry (BFSI), you will play a key role in delivering quality training experiences that have a measurable impact at Amity Institute of Training and Development (AITD) across Pan India. **Key Responsibilities:** - Conducting training programs at leading private banks to enhance the skills and knowledge of participants. - Sharing insights and best practices from your experience in key banking roles such as Sales Officers, Relationship Managers, or Personal Bankers. - Mentoring and shaping the careers of new professionals entering the industry with a strong passion for training. **Qualifications Required:** - Proven experience in c...

As a Salesforce Implementation Project Manager within the wealth management domain, your role involves leading and managing Salesforce implementation projects for various clouds such as Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud. You will collaborate closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions. Your responsibilities will include hands-on configuration of Salesforce, overseeing system integrations with wealth management platforms, managing the full project lifecycle, defining project plans and maintaining budgets, driving data migration and compliance in...

As a Team Leader in the Credit Advisory Department, you will be responsible for leading and motivating a team of Credit Analysts and Relationship Managers to provide debt advisory services to corporate and business clients. Your role will involve taking ownership of the Profit & Loss, devising execution plans, nurturing client relationships, monitoring performance, and fostering team development to ensure excellent service delivery and operational efficiency. You will engage with corporate clients, including MSMEs and Mid Corporates, to offer expert advice on a variety of banking and financial products available across multiple Banks, NBFCs, and AIFs. It is crucial to possess a strong financ...

We have an immediate job opportunity for you as an AM/Manager/Senior Manager in Funds Accounting focusing on Open-end or Closed-end Fund Accounting with Bank Debt experience mandatory. The shift timings for this role are from 2:00 PM IST to 11:00 PM IST. The job is based in Hyderabad. We are seeking a mid-level fund accounting professional to join our Funds Accounting team, specifically with experience in Open-end or Closed-end Fund Accounting with Bank Debt operations. In this role, you will collaborate with internal teams and client-side stakeholders, including Fund Administrators, Relationship Managers, and Operations teams in the U.S. This position provides the opportunity to work on int...

Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business o Develop and maintain strong liaisons with the clients for repeat business or referrals. o Maximize number of APFs and increase penetration in the approved APF projects. o Identify and develop new builder/channel rela...

Roles and Responsibilities Handle customer queries via phone calls, emails, and chats to resolve issues promptly. Provide excellent customer service by understanding their needs and preferences. Identify opportunities to upsell/cross-sell relevant products or services based on customer requirements. Maintain accurate records of all interactions with customers using CRM software. Collaborate with internal teams to resolve complex customer complaints. Please apply only if you can come for face to face interview immediately

Relationship Managers Acquisition, Equity Broking & Investment Products 1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries...

Role: Process Specialist. Exp: Min 1 years Must have Exp in Pre-Closing Specialist. Salary: Max 5.5 LPA. Location: Bangalore. Regards, laxman 8098764660