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Relationship Manager
Found in: Talent IN 2A C2 - 2 days ago
Waytogo Consultants Mumbai, IndiaJob Type: Full Time · Role: Experienced · Min Salary: 7 Lakh · Max Salary: 16 Lakh · Experience: 5 to 12 Years · Locality: Mumbai · Eligibility: Graduation · Company: Leading Asset Management Company · The Relationship Manager plays a pivotal role in fostering and maintaining str ...
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Relationship Manager
Found in: Appcast Linkedin IN C2 - 10 hours ago
Circle Wealth Advisors Private Limited Mumbai, IndiaCompany Description · Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. · Role Description ...
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Relationship Manager
Found in: Talent IN 2A C2 - 4 days ago
Shapoorji Pallonji Finance Private Limited Mumbai, IndiaWe are looking for candidates with years of relevant experience in Anchor/ Vendor, Relationship Management - Supply Chain Finance. Candidates can apply from Fintech/NBFC/Banks. · Key Responsibilities / Accountabilities · The objective is to provide our clients with a best-in-clas ...
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Relationship Manager
Found in: Talent IN 2A C2 - 2 days ago
SMEST Capital Private Limited Mumbai, IndiaAbout the Company: · SMEST Capital, is a fintech to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited ...
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Relationship Manager
Found in: Talent IN 2A C2 - 6 days ago
Corphive Mumbai, IndiaSource new customers to generate revenue for fund Based and non-fund based products and · increase customer base. · Strengthen relationship with existing customer base so as to generate sustained business and · identify opportunities for cross sell. · Ensure prudent portfolio man ...
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Relationship Manager
Found in: Talent IN 2A C2 - 10 hours ago
Shift Risk Insurance Brokers Limited Mumbai, IndiaShift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance · We have multiple openings for Relationship manager for Motor / SME and Life Insurance product. · Maintaining a deep knowledge of Motor / SME / Life product. · Building and maintai ...
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Relationship Manager
Found in: Talent IN 2A C2 - 4 days ago
Intellectual Capital HR Consulting Pvt. Ltd. Mumbai, IndiaAbout the Company/Business · Debt Capitals Market (DCM) team is part of the Wholesale Banking Group. The team works across sectors to structure & procure debt financing solutions across situations like balance sheet funding, structured financing, project financing, sustainable fi ...
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Relationship Manager
Found in: Talent IN 2A C2 - 4 days ago
DBS Bank Mumbai, IndiaJob Purpose: · To manage and sustain a portfolio of Corporate customers, building long term relationships founded on efficient and reliable support for their business. To work with product groups and other colleagues both in India and overseas to build our Local and MNC client ba ...
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Relationship Manager
Found in: Talent IN 2A C2 - 1 day ago
Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Mumbai, IndiaLocation: Colaba, Mumbai · Reporting To: National Head – Sales (Supply Chain Finance) · Key Responsibilities: · • To enable growth in SCF Business by identifying potential clients through · self-sourcing, target market technique and referral networks. · • Responsible for deal ori ...
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Relationship Manager
Found in: Talent IN 2A C2 - 1 day ago
SMEST Capital Private Limited Mumbai, IndiaAbout the Company:SMEST Capital, is a fintech to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited. · ...
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Relationship Manager
Found in: Appcast Linkedin IN C2 - 2 days ago
Arun Gupta Advisors Pvt Ltd Mumbai, IndiaCompany Description · Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and debt co ...
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Relationship Manager
Found in: Talent IN 2A C2 - 4 days ago
Consult SP Mumbai, IndiaRole Requirements · Manage the marine practise- Especially the below products: · H&M · P&I · AWRP · Liability etc · Focus on servicing existing clients and develop new clients. · Working with Operations teams to get all the bookings done in the system/generate debit notes, etc. ...
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Relationship Manager
Found in: Talent IN 2A C2 - 1 day ago
Consult SP Mumbai, IndiaRole RequirementsManage the marine practise- Especially the below products:H&MP&IAWRPLiability etc · Focus on servicing existing clients and develop new clients.Working with Operations teams to get all the bookings done in the system/generate debit notes, etc.Interacting with all ...
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Relationship Manager
Found in: Talent IN C2 - 4 hours ago
R3 Consultant Mumbai, India Full timeRelationship Managers · Salary Range 3 4.8 LPA · Designation: Relationship Managers · Location: Mumbai (Colaba) · Job Responsibilities include: · The Relationship Managers will be responsible for coordinating with acquiring clients (Affluent & Super Affluent). · Supporting in adv ...
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Relationship Manager
Found in: Talent IN 2A C2 - 1 day ago
Arun Gupta Advisors Pvt Ltd Mumbai, IndiaCompany Description · Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and debt co ...
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Relationship Manager
Found in: Talent IN C2 - 4 hours ago
Hiregis Mumbai, India Full timeWe're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience. ...
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Relationship Manager
Found in: Talent IN C2 - 4 hours ago
BayLeaf HR Solutions Pvt. Ltd Mumbai, India Full timeWe are Hiring for one of the leading General Insurance company providing comprehensive retail, commercial and industrial insurance solutions. The company has an employee strength of 1200+ over a network of 110 offices in 95 cities across 29 states. · Job Location : Mumbai - Lower ...
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Relationship Manager
Found in: Talent IN C2 - 4 hours ago
Wenger & Watson Inc Mumbai, India Full timeQualifications · Graduation/Post-Graduation: Marketing/Finance · -Minimum experience in years 5-10 yrs in Banking /Banking sales · -Must have experience in Banking products and sales · -Wealth Management experience preferred, Insurance experience , retail relationship management ...
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Relationship Manager
Found in: beBee S2 IN - 6 days ago
iimjobs Mumbai, India Full timePrivate wealth Manager · Job Description: · We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experie ...
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Relationship Manager
Found in: beBee S2 IN - 6 days ago
iimjobs Mumbai, India Full timeDesignation : ND Department Mutual Fund. · Job Location : Mumbai. · Exp: 5 to 10 years. · Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience. · Responsibilities: · - Responsible for all Sales & d ...
Relationship Manager - Mumbai, India - Raj Enterprise - Raj Placement Services
Description
Position: Relationship Manager, Sr. Relationship Manager and Key Relationship Manager
DirectReports : Business Manager / Area Manager
Function/Department : Direct
PurposeofRole : The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads leads that received from the channel apart from sourcing business
CTC: Standard Hike based on Total Experience, Current CTC & Interview Performance + Great Incentives
Location: Mumbai (Dadar, Ghatkopar, Thane and Vashi)
Whatyougettodohere?
Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinate with customers to facilitate smooth policy insurance.
Rigorous and timely follow up on all prospects that are in work in progress stage.
Update prospect information and track performance on lead management system (LMS) / VYMO
Ensure that all procedural requirement for policy issuance are complete and correct.
Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.
DecisionScope : To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.
DaytoDayDeliverables
Daily monitoring of leads
Update leads in LMS system
Repost daily activity to supervisor Service existing clients
Maintain assigned renewals data and persistency targets
Whatyoumusthave?
Graduate
0-2 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship
Whatyouneedtobringtothetable
Strong Customer Orientation
Comfortable working on digital platforms
Good Communication Skills- Both face to face and virtually
Strong Interpersonal Skills
Strong Active Listening Skills
Coordination Skills
Time Management Skills
Negotiation Skills