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Relationship Manager
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Relationship Manager
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Relationship Manager
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Relationship Manager
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Relationship Manager
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Relationship Manager
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Relationship Manager
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Relationship Manager
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Relationship Manager
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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 ...
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Relationship Manager
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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 ...
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Relationship Manager
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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 ...
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Client Relationship Manager
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Client Relationship Manager
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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 ...
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Affluent Relationship Manager
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Rightmatch Ahmedabad, IndiaCompany - Leading AMC Company. · Role - Affluent Relationship Manager · Location - Ahmedabad · Broad Responsibilities : · 1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database. · 2.Generate fresh leads through reference. · 3.Achieving the busines ...
Relationship Manager - Ahmedabad, India - Waayslive Solutions Private Limited
Description
JOB 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 & on-boarding MF Advisors, Life Advisors, Wealth Advisors
Developing & Sustaining relationships with MF Advisors, Life Advisors, Wealth Advisors Channel Sales & Partner Management
Focus on improving Mind share & Wallet share (sales & business development) Strong business & industry/market intelligence (competitive offerings, regulatory changes, investment products)
Plan & conduct special sales initiatives, activities & events with MF Advisors, Life Advisors, Wealth Advisors for their existing & prospective clients Facilitate & guide the Business Associate in Operational & Back-Office issues
Track investor complaints/queries & turnaround time for distributors
KEY RESPONSIBILITIES
Sourcing & On-boarding MF Advisors, Life Advisors, Wealth Advisors
SIP Book
Market Share
CRM (Adherence to basic hygiene, sales/call report) Effective Communication & Networking
Product Knowledge Time Management Market Awareness
Adherence to Compliance Policies & Process
REQUIRED QUALIFICATION AND SKILLS
Educational Qualifications: Graduate or Post Graduate
Work Experience: 2-5 years of relevant experience in MF Sales, Life Insurance Sales
Other Skill Set
Recruitment Skill
Strong Interpersonal & Relationship Management Skills KEY
RESPONSIBILITIES Weightage
Sourcing & On-boarding IFAs SIP Book, Market Share, Market Awareness
CRM (Adherence to basic hygiene, sales/call report)
Effective Communication & Networking
Product Knowledge Time Management
Adherence to Compliance Policies & Process
In-depth knowledge of Capital Markets
Product Selling & Presentation Skills
Time Management & Multitasking
Drive for result good conversion in target vs. achievement
Dynamic & Self Driven& s
Contact no :
Job Type: Full-time
Salary: 25, ,000.00 per month