24048 Team Management Jobs - Page 41

Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management:Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development:Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory:Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling:Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation:Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration:Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis:Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking:Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements: Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management:Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development:Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory:Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling:Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation:Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration:Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis:Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking:Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements: Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management:Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development:Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory:Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling:Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation:Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration:Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis:Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking:Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements: Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.