2605 Rm Jobs - Page 26

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The center of all client engagements will be to ensure superior customer experience Develop and maintain business relationships with select group of customers through individualized customer service Handle customers queries and provide superior service to the mapped customers Ensure timely delivery of customers enquiries and instructions, whilst ensuring that the Bank s delivery standards in achieving total customer satisfac...

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The center of all client engagements will be to ensure superior customer experience Develop and maintain business relationships with select group of customers through individualized customer service Handle customers queries and provide superior service to the mapped customers Ensure timely delivery of customers enquiries and instructions, whilst ensuring that the Bank s delivery standards in achieving total customer satisfac...

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The center of all client engagements will be to ensure superior customer experience Develop and maintain business relationships with select group of customers through individualized customer service Handle customers queries and provide superior service to the mapped customers Ensure timely delivery of customers enquiries and instructions, whilst ensuring that the Bank s delivery standards in achieving total customer satisfac...

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The center of all client engagements will be to ensure superior customer experience Develop and maintain business relationships with select group of customers through individualized customer service Handle customers queries and provide superior service to the mapped customers Ensure timely delivery of customers enquiries and instructions, whilst ensuring that the Bank s delivery standards in achieving total customer satisfac...

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Delhi, Mumbai, Ahmedabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial products Ma...

1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Required Candidate profile 1.Aptitude to deliver high quality customer service by using organization and interpersonal skills. 2.NISM/IRDA/AMFI if any can be strongly preferred. 3.Fluent in communication skills.

Develop and Build Strong B2B/Corporate Treasury Network & Relationship Ensure AMC is the preferred investment choice of Corporate Suggest products after proper need analysis Required Candidate profile Should be from AMC/MF background Strong Capital Market Knowledge Business Banking/Securities/ NBFC background with Corporate Sales Exp can be considered Ability to build strong relationship with CXOs. Perks and benefits Excellent Incentives and Job Security

1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Required Candidate profile 1.Aptitude to deliver high quality customer service by using organization and interpersonal skills. 2.NISM/IRDA/AMFI if any can be strongly preferred. 3.Fluent in communication skills.

1.Self-starter and energetic individual & Sales focus in achieving defined targets 2.Stability - Min 1.5 - 2 years casa sales in the current org/ role 3.Good communication and problem-solving skills 4. CASA handling, Liabilities product handling. Required Candidate profile 1.Graduate with 2-4 years of relevant experience (in CASA Sales). 2.Must have handled portfolio.

Managing HNI/NRI allocated customer Portfolio Growth of Existing Customer Portfolio End to End Customer Management Cross Sell all investment products Excellent Growth Opportunity Required Candidate profile Currently managing min 20+ Crs portfolios with Indian Banks Expertise in all Banking & Investment Products Proven track record in Relationship Management Securities/Insurance RMs can be considered

*RM Royale (CASA) Acquire CASA,liabilities a/c via cold calling,references;cross-sell insurance,MF *Bank/Relationship Officer Acquire CA & liabilities;cross-sell insurance,MF *TL-CASA Lead team for CA acquisition,drive targets,product penetration

Job Code Cost Center Job Title Relationship Manager Functional Title Relationship Manager Large Corporates Grade Manager / Senior Manager / AVP Management Band Junior Management Business Unit Large Corporates Division Relationship Management Department Large Corporates Location Pan India Reporting to SRM - Large Corporates No. of Direct Reports NA SECTION II: ROLE SUMMARY The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients. SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Respo...

Role Overview: You will be part of a dynamic team as a Business Associate/Senior Business Associate/Team Leader, working closely with the Account Relationship Manager/Relationship Manager/Field Manager and their respective teams. Your main responsibilities will include handling client accounts, conducting market research, and assisting in team management. Key Responsibilities: - Manage client accounts effectively - Conduct market research to identify new business opportunities - Assist in team management tasks as required Qualifications Required: - Previous experience in a similar role - Strong communication and interpersonal skills - Ability to work well in a team environment Please note th...

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need f...

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need f...

Job Code Cost Center Job Title Relationship Manager Functional Title Relationship Manager Large Corporates Grade Manager / Senior Manager / AVP Management Band Junior Management Business Unit Large Corporates Division Relationship Management Department Large Corporates Location Pan India Reporting to SRM - Large Corporates No. of Direct Reports NA SECTION II: ROLE SUMMARY The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients. SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Respo...

ROLES & RESPONSIBILITIES: - New client acquisition drive for opening new demat & trading accounts Working on Single interface system to make it vibrant Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Stay updated on market outlook and product knowledge. Preferred Candidate Profile: Graduate in any stream ( most preferred) Minimum 6 months of experience in a sales role, preferably in the stock market. Highly enthusiastic with a willingness to learn new things. Competitive, sales passionate and excellent communica...

For More Info call on 6352 462 770 • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance • Age : 21 to 42 YEARS • Local from the city (Freshers can't apply)

ROLES & RESPONSIBILITIES: - 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Central...

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

Driving building, training and activation of agent. Monitor agent business performance to ensure activation. Generation of lead to drive sale ensuring achievement of target. Policy renewal. Increasing product awareness among agent. HR No: 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.

Driving building, training and activation of agent. Monitor agent business performance to ensure activation. Generation of lead to drive sale ensuring achievement of target. Policy renewal. Increasing product awareness among agent. HR No: 9601737054 Required Candidate profile Education :- Any Graduate With Good Communication. Experience :- Must 1+ years of field Sales / Banking / Finance / Insurance. Age : 24 to 40 years (Fresher's can't apply). Locality : Should be Local. Perks and benefits P.F Medical Benefits Family Insurance On roll job.

Appointment of Life Insurance Advisor Sales Insurance policy Individually and with the Team of Advisor It is a field work and Sales Job Increasing product awareness among agent Follow up on policy renewal It is on Company Payroll Job Mo-9313354677 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 21 to 40 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job