- Dialogue with our clients to understand their objectives and challenges.
- Analyze clients' data and provide strategic recommendations to clients.
- Present value-proposition to sales leads and current customers
- Prospect for new sales leads and close sales
- 1-3 years of client relationship experience in financial services.
- BCOM/ MCOM / MBA and NISM Equity Derivatives Certified with 1-2 Years of experience.
- Strong communication and interpersonal skills
-
Relationship Manager
1 day ago
Selections HR Services Private Limited Gujarat, IndiaJob Title: Relationship Manager · Job Highlights: · Minimum 1 year of sales experience preferred, preferably in the stock market domain. · Education: · Graduate in Any Specialization/ MBA in Marketing & Finance. · Job Description: · Responsible for direct sales of demat accoun ...
-
Relationship Manager
3 days ago
Finnovate Gujarat, IndiaLocation: Ahmedabad/Gandhidham/Bhuj · Why should you choose Finnovate: · Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive fin ...
-
Relationship Manager
1 day ago
JK Securities Private Limited Ahmedabad, India Full timeAchieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing · Acquire new clients for Demat ...
-
Relationship Manager
2 days ago
Finnovate Ahmedabad, IndiaLocation: Ahmedabad/Gandhidham/Bhuj · Why should you choose Finnovate:Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financ ...
-
Relationship Manager
1 day ago
PracWorld HR Consultancy Ahmedabad, India Full timeResponsibilities: · Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. · Maximize virtual connections with the qualified prospects using various digital platforms along with other social medi ...
-
Relationship Manager
1 day ago
Waayslive Solutions Private Limited Ahmedabad, India Full timeJOB DESCRIPTION · POSITION Sr. Manager / Chief Manager · DESIGNATION Sr. Manager / Chief Manager · POSITION GRADE L4/L5 · DEPARTMENT Alternate · SUB DEPARTMENT Wealth Channel · REPORTING POSITION Deputy Vice President · OBJECTIVE OF THE ROLE · Primarily responsible for sourcing & ...
-
Relationship Manager
1 day ago
WorkQuest India Ahmedabad, India Full timeJob Title: HR Telecaller cum Relationship Manager · Job Description: · Responsibilities: · Promotion to Property Owner: · Identify potential properties for promotion to property owners. · Develop and implement strategies to attract property owners to the platform. · Collect New D ...
-
Relationship Manager
4 days ago
Share India Securities Ahmedabad, India Full timeJob Requirements · Job Title: Relationship Manager · Company Name: Share India Securities · Location: Gandhi Road, Ahmedabad, Gujarat · Salary: ₹15,000 - ₹25,000 per month · Qualification: Graduate and above · Job Description: · Elevate your career as a Relationship Manager with ...
-
Relationship Manager
1 day ago
Horizon Training & Recruitment Services Ahmedabad, India Full timeJob Title · Relationship Manager · Job Requirement · Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analysing sales options. · Sells products by establishing contact and developing relationships with prosp ...
-
Relationship Manager
11 hours ago
Riverforest Connections Private Limited Ahmedabad, IndiaJobDescription · RelationshipManagerTASC & InstitutionalBusiness · TASC &Institutional Business vertical is a part of Retail Liabilitiesdivision of Banks segment. It is Companys dedicatedSales/Relationship Channel for customer segments like TrustsSocieties Educational bodies Ass ...
-
Relationship Manager
1 day ago
WorkQuest India Ahmedabad, India Full timeRelationship Manager (RM) to us known as Relationship Executive (RE) · Responsibilities · Responsible for creating & maintaining relationship with customers · Responsible for resolving customer queries and providing quick services · Responsible for updating customer about his pur ...
-
Relationship Manager
1 day ago
Ratnaafin Group Ahmedabad, India Full timeRoles and Responsibilities · Should be responsible for business development of working capital products by way of effective stake holder management. · Should be responsible for sourcing and closing leads for working capital products across section of business segments traders, ma ...
-
Relationship Manager
15 hours ago
Aditya Birla Group Ahmedabad, India To Identify and plan customer visits regularly to build relationships and achieve · sales targets. · Build strong relationships with clients to generate new orders and fulfill repeat · orders. · Enable customers to place orders using digital tools and bring more digitizatio ...
-
Relationship Manager
1 day ago
Wealthstreet Financial Services Pvt. Ltd. Ahmedabad, India Full timeCandidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency. · Responsible for sales of other wealth Products like like: Mutual Funds, PMS & AIF. · Responsible for generating revenue from Third party product ...
-
Relationship Manager
1 day ago
Ratnaafin Group Ahmedabad, India Full timePRIMARY RESPONSIBILITIES: · Responsible for sourcing, structuring & servicing clients for their financial needs by offering them various secure & unsecured products majorly designed to cater to the MSME segment from open market and DSA. · Responsible for attending clients queries ...
-
Relationship Manager
1 day ago
Ratnaafin Group Ahmedabad, India Full timePRIMARY RESPONSIBILITIES: · Responsible for sourcing, structuring & servicing clients for their financial needs by offering them various secure & unsecured products majorly designed to cater to the MSME segment from open market and DSA. · Responsible for attending clients queries ...
-
Client Relationship Manager
3 days ago
White Force Group Ahmedabad, IndiaLocation - Ahmedabad,Surat,Rajkot & Baroda(Gujarat) & Mumbai,Nagpur & Pune (Maharashtra) · CTC Upto -5 LPA · Job Description: · To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer ...
-
Client Relationship Manager
1 day ago
ZEN PEOPLECRAFT INDIA (P) LIMITED Ahmedabad, IndiaJob Description · Zen Peoplecraft is a preferred and trusted Partner to many Fortune 100 and Fortune 500 companies for integrated HR Services and the list is ever growing. With over a decade of experience in the area of specialized knowledge based Services and interventions for a ...
-
Client Relationship Manager
1 day ago
ZEN PEOPLECRAFT INDIA (P) LIMITED Ahmedabad, IndiaJob Description · Zen Peoplecraft is a preferred and trusted Partner to many Fortune 100 and Fortune 500 companies for integrated HR Services and the list is ever growing. With over a decade of experience in the area of specialized knowledge based Services and interventions for a ...
-
Jr. Relationship Manager
4 hours ago
Cleardeals Ahmedabad, IndiaCompany Description · Cleardeals is a property marketing company located in Ahmedabad. Our mission is to help property owners sell their properties quickly and without paying brokerage fees. With Cleardeals, you can confidently sell your property hassle-free and save your brokera ...
Relationship Manager - Ahmedabad, India - Caring Click Enterprises LLP
Description
The ideal candidate will be responsible for gaining a deep understanding of the clients' financial objectives and recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
Qualifications