Affluent Relationship Manager - Delhi, NCR

The Relationship Manager (RM) in Stock Broking is responsible for acquisition and managing a portfolio of clients, guiding them through the stock trading process, and ensuring high levels of satisfaction while generating revenue for the brokerage firm. · Key Responsibilities · Cl ...

Job Purpose: · To cultivate and manage strong relationships with assigned bank partners, driving the generation of health insurance business through their branch network. The Relationship Manager will be instrumental in fostering collaboration, supporting bank staff, and achievin ...

Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. · ...

The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Key responsibilities include client acquisition through networking, referrals, and market leads; conducting financial need analysis and ri ...

+We are looking for a dynamic and customer-oriented Relationship Manager to join our retail team. · +build strong long-term relationships with our customers drive sales through personalized service · ...

The Relationship Manager will achieve sales targets for home loans through a network of DSAs and build strong relationships with potential home loan customers.Educational Qualification: Graduate in any discipline. · Minimum 2-3 years of experience in home loan sales or financial ...

Role & responsibilities · Manage and control delinquency of the home loan portfolio in the assigned territory. · Conduct customer follow-ups, field visits, and negotiate repayment plans for overdue accounts. · Ensure timely resolution of cases while maintaining portfolio quality ...

We are hiring Relationship Managers - Acquisition to manage high-value client relationships and deliver customized financial solutions. · Client acquisition through networking, referrals, and market leadsProviding advisory services across equities, mutual funds, PMS, AIFs · ...

The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account. · Building and maintaining relationships with clients, · understanding their investment needs, · and providing personalized investment solutions. · ...

B2D Business Context: Select Channel leads the distribution of ABC products through its network of Sales Partners called Select Distributors. · Job Context: · The incumbent is expected to acquire business partners, provide them with necessary trainings to help them understand fin ...

Key Responsibilities: · Acquire new customers and deepen relationships with existing clients to drive business growth. · Understand customer financial needs and provide appropriate banking solutions (assets, liabilities, investment, insurance, etc.). · Achieve assigned sales and ...

New World Developers Pvt. Ltd. is seeking a confident, dynamic, and result-oriented Relationship Manager to join our expanding team. · Location: · M3M International Financial Centre, Sector 66, Gurugram, Haryana · Key Responsibilities: · • Manage and nurture client relationships ...

Urgent Requirement in Home Loan Sales Location-All Delhi NCR And All UP Roll- Candidates ko filed me Jaakar Home Loan sale krna h Preferred candidates- Home Loan /LAP sales candidate Qualifications- Minimum Graduation Experience- Experience minimum 6 Month. · ...

Conduct daily sales calling with prospective new clients and identify their needs. · ...

Key Responsibilities · Drive Mutual Fund sales across assigned channels: Banks, IFAs, Wealth Counters, National Distributors, and Direct Clients. · Develop and maintain relationships with clients to generate repeat business and long-term assets. · Conduct client/associate meeting ...

This job involves allocation of dedicated data to the mapped relationship team and monitoring daily outcomes for the relationship executive. · Allocation of Dedicated Data to mapped Relationship Team. · Datasegregation beforeallocation. · Monitorthe Daily outcome for Relationship ...

Client engagement investment strategies and business development to ensure long-term customer retention and portfolio growth. · ...

Develop and maintain strong relationships with clients through effective communication and exceptional service. · Collaborate with internal teams to ensure timely and efficient execution of trades and investments. · ...

Job Description · Min experience – 1 – 2 Years in Lap / Housing Loan / Mortgage , For LAP- We need experience into Secured loans, LAP only. · Qualification – Graduate  · Skills- Minimum 1 year experience and knowledge on home loan and business loan. · Notice Period Days · Locatio ...

As part of the retail distribution team, financial advisory services to clients and manage their portfolio. · Revenue generation · Client network development · Compliance · Maintain a high level of compliance as per company norms. · Certified NISM Series VIII. · ...

We are seeking a Branch Relationship Manager - Liabilities to acquire new customers and increase the book size for the branch. You will be responsible for building strong relationships with new and existing clients to generate business and referrals. This role requires a professi ...