- Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets.
- Responsible for acquiring new customers from open market and activate inactive clients. Internal Focus - Branch Relationship Team
External Focus - Investors - To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.
- Generation of fresh leads through reference to shore up the clientele.
. - Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling.
- Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth.
- Profiling customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to Corporate clients/HNI and Retail customers.
- Providing Investment planning and advice.
- Achieving sales and revenue targets spread across product mix.
- One point contact for the assigned customer.
- Acquisition & Servicing of Retail and HNI customers.
-
Relationship Manager
4 weeks ago
Avani Consulting new delhi, IndiaCompany Description · Avani Consulting is a fast-growing Recruitment Consulting company based in New Delhi. We provide end-to-end Recruitment Search and Selection services to our clients, specializing in Mid, Senior, and Top Management recruiting. Our mission is to support our ...
-
Relationship Manager
2 weeks ago
Quotient Consultancy Delhi, IndiaOpening in one of the reputed bank. · Job Description · 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. You will do so by building a ...
-
Relationship Manager
2 weeks ago
Talent Leads HR Solutions Pvt Ltd Delhi, IndiaRelationship Manager Retail Sales · Position Purpose: · Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets. · Principal Ac ...
-
Relationship Manager
4 weeks ago
Tata AIA Life Insurance new delhi, IndiaJob Description · A PositionOverview · Position Title · Relationship Manager - IDFC First Bank · Department · Partnership Distribution · Level/ Band · 301 · Role Summary: · The Jobholder will need to engage with internal sales team along with the ChannelPartner to ...
-
Relationship Manager
2 weeks ago
YES BANK Delhi, India Full timeCore Responsibilities · Relationship Management : · Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment · Develop, manage, and expand YES FIRST customer relationships by pr ...
-
Relationship Manager
2 weeks ago
DBS Bank Delhi, IndiaBusiness Function · Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exc ...
-
Relationship Manager
3 weeks ago
Passionmojo Pvt Ltd Delhi, IndiaJob Title: · Relationship Manager · Experience : 3-5 years · Industry : Insurance · Job Type : Full time · Workplace : On-Site · Job Description · The Relationship Manager will be responsible for building and maintaining strong relationships with clients, ensuring their needs are ...
-
Relationship Manager
1 day ago
Anand Rathi Share and Stock Brokers Ltd Delhi, IndiaJob Specifications · Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. · He/she should have a maximum number of own clients relationship and he/she should be aware of local market intell ...
-
Relationship Manager
2 weeks ago
Anand Rathi Global Finance Limited Delhi, IndiaOrganization Description · Anand Rathi Global Finance Limited is a financial services company registered with Reserve Bank of India as a non-banking finance company (NBFC) and classified as a Loan Company that is categorized as 'Systemically Important Non-Deposit taking Non-Banki ...
-
Relationship Manager
4 weeks ago
Standard Chartered Bank delhi, India Full timeRole Responsibilities · Job Role · Relationship Management · Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. · Provide professional customer service to achieve a high percentage of customer satisfaction a ...
-
Relationship Manager
3 weeks ago
AK Capital New Delhi, IndiaCandidate's Profile: · - Make outbound calls to prospective clients and convert them into customers. · - Experience of selling financial products to HNI clients, Family offices and Corporates (preferably bonds) · - Engage with customers to understand their financial goals and req ...
-
Relationship Manager
3 weeks ago
MCube Finance Consulting LLP Delhi, IndiaCompany Details · MCube Finance Consulting is 3 years old company. The company is primary into two lines of business which are CFO (Banking) Consulting to Corporates and Retail Loans business. We are looking to hire people who can work in multiple roles and can help grow the busi ...
-
Relationship Manager
3 weeks ago
Waytogo Consultants Delhi, India· • Conduct Events and activities to enable lead generation to assist NTB acquisition · • Implement "needs-based strategy" to attract New to Bank (NTB) Treasures clients in the · assigned location/areas and actively engage them in new business opportunities. · • Drive incrementa ...
-
Relationship Manager
1 week ago
Max Life Insurance New Delhi, IndiaKey Responsibilities · : Maintain Customer Relationship · Build sustainable relationships and trust with customer via open and interactive communication · Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the busin ...
-
Relationship Managers
4 weeks ago
Almondz new delhi, IndiaQualification : Graduate (preferably B.Com)/MBA · Experience : years of sales experience in Stock Broking Industry. · Job Location : New Delhi, Kolkata & Ludhiana ...
-
Relationship Manager
2 weeks ago
Anand Rathi Share and Stock Brokers Ltd Delhi, IndiaUrgent requirement for Business Partner - RM · Experience : 2+ Years into Sales/B2B Sales/Acquisition · Industry : Financial Service/ Broking · Education : Any Graduation · Job Location : Bangalore · Acquire new Franchisee and service existing Franchisee. · Acquire more franchise ...
-
Relationship Manager
4 weeks ago
Avani Consulting New Delhi, IndiaCompany DescriptionAvani Consulting is a fast-growing Recruitment Consulting company based in New Delhi. We provide end-to-end Recruitment Search and Selection services to our clients, specializing in Mid, Senior, and Top Management recruiting. Our mission is to support our clien ...
-
Relationship Manager
2 weeks ago
Talent Leads HR Solutions Pvt Ltd Delhi, IndiaRelationship Manager Retail SalesPosition Purpose: · Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accounta ...
-
Relationship Manager
3 weeks ago
Passionmojo Pvt Ltd new delhi, IndiaJob Title: · Relationship ManagerExperience : 3-5 yearsIndustry : InsuranceJob Type : Full timeWorkplace : On-Site · Job DescriptionThe Relationship Manager will be responsible for building and maintaining strong relationships with clients, ensuring their needs are met and exceed ...
-
Relationship Manager
4 weeks ago
Mahindra Holidays & Resorts India Limited Delhi, IndiaPosition Name Relationship Manager / Sr. Relationship ManagerEducation Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / ...
Relationship Manager - New Delhi, India - Arting Digital Private Limited
Description
Job DescriptionPosition Title: Relationship Manager
CTC: 5LPA
Exp:2-4 Yrs of Sales experience
Location: Delhi NCR
Working Mode: OnsitePrimary Skill: Effective communication, Basic Knowledge of Mutual Funds
Good to have: Presentation skills
Qualification: Any Graduate/Post Graduate/MBA
Roles and Responsibilities:-
Requirements
relationship manager