CRM – Customer Relationship Manager - Zirakpur, Punjab

We are looking for a highly skilled and experienced Relationship Manager to join our team at Rakas Group. · Develop and maintain strong relationships with existing clients to ensure customer satisfaction and retention. · Identify new business opportunities and build relationships ...

The candidate should have experience in Banking/Finance industry/DSAs and LAP product of at least 6-7 months. · Responsible for making cold calls & generating leads from database · Responsible for achieving monthly business target of Rs 15 lacs minimumCoordinating with underwriti ...

+In this role you will build strong relationships with clients understand their needs and make sure they get excellent service. · +Serve as the main point of contact for assigned clients and handle all communication professionally. · + · ,+ · ,+ · ...

Location - Panchkula · Relationship Management: · Manages the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment · Develops, manages, and expands YES FIRST customer relationships by pr ...

Support the sales team by handling customer leads and follow-ups. Learn real-time CRM operations and customer communication. · ...

This is a full-time role located in Chandigarh for the position of Relationship Manager. The Relationship Manager will be responsible for fostering and maintaining strong relationships with clients and distributors. · Strong interpersonal, communication, and relationship manageme ...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. · Develop and expand relationships with High Net Worth customers for liabilities and commercial assets · Cross-sell a wide range of ...

Engaging with distributors (IFA's) to garner sales and enlarge the scope of existing Distributor relationships. · ...

+ This is a full-time, on-site Relationship Manager role based in Chandigarh. · +Client relationship management and customer engagement skills · Sales, financial advising, and portfolio management expertise · Ability to identify business opportunities and execute effective strate ...

This role demands a deep understanding of financial markets, investment products, and client relationship management. · ...

The role entails deepening relationships with Banking accounts and ensuring best in-class service to the customers. · ResponsibilitiesDeepen existing portfolio to ensure customer stickiness. · Manage zoning activity to map household needs in villages and areas allocated. · Conduc ...

We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team.The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ₹100 Cr to ₹500 Cr, maintaining portfolio hygien ...

Wealthy is an award-winning platform that empowers Mutual Fund Distributors (MFDs) with cutting-edge technology. · The Relationship Manager will be responsible for building and maintaining strong relationships with clients.Managing client portfoliosDelivering personalized financi ...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. · ...

The role encapsulates addition of new Institutional clients within the desired geography. · ...

Sky Phygital - Relationship Manager-Sky Channel-Phygital · As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank's Priority Banking segment. This role focuses on deepening customer rel ...

+As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). · +Delivering customized financial solutions · ...

Achieving stretched targets in a result-focused environment and preparing pre-sales proposals for prospective clients. · Achieving stretched targets in a result-focused environment · Preparing pre-sales proposals for prospective clients · Delivering inspiring sales presentation ...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. · ...

This is a full-time role for a Relationship Manager located in Sahibzada Ajit Singh Nagar. The Relationship Manager will handle client relationship management and facilitate real estate transactions. · Coordinate property visits. · ...

As a Relationship Manager–HNI within Kotak Private Banking you will play a pivotal role in managing and expanding a portfolio of High Net Worth Individuals (HNIs). · ...