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Relationship Manage
1 week ago
Headstart Manpower Consultants Mumbai, IndiaInterested / Know Some one who may be - Call - ** Sonia** · Job Code - **INSURANCERMMUMSONIA23PM** · Location**: · - Kandivali, Mumbai** · Designation · - **Relationship Manage/Commercial (Non · - Motors)** · **Responsibilities**: · - 1) Identifying and Managing Prospects out of ...
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Relationship Manager-salary2wealth
1 week ago
Mintskill HR Solutions Mumbai, IndiaJob Information · Industry · - BankingWork Experience · - 2-4 yearsSalary · - upto 5 Lac per AnnumCity · - MumbaiState/Province · - MaharashtraCountry · - IndiaZip/Postal Code · **Job Profile: Relationship Manager-Salary2Wealth** · **Grade: Deputy Manager** · *** · **Job Role**: ...
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Relationship Manage(Life/general(Motor)
1 week ago
InsuranceDekho Mumbai, India**Relationship Managers (Life and Motor) What is the purpose of the role -** · - Meet potential POSP insurance agents in respective geographical assignments. · - Service the Existing POS to drive sales growth. · - Handle Customer Inquiries with a speedy and satisfactory resolutio ...
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Relationship Manager
1 week 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
5 days ago
Virtuous Advisors & Resources Private Ltd (Virtuous Resources) mumbai, IndiaKey Responsibilities: · • To enable growth in SCF Business by identifying potential clients through · self-sourcing, target market technique and referral networks. · • Responsible for deal origination, structuring, sanction & disbursements of SCF · products to large/medium c ...
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Relationship Manager
3 weeks 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
5 days ago
Easy Home Finance Limited mumbai, IndiaAs a RM for Direct Selling Agents (DSA) and Connectors, you will play a pivotal role in driving the company's DSA / Connector strategy and expanding DSA / Connector base. You will be responsible for managing network of DSAs and connectors, fostering strong relationships, and achi ...
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Relationship Manager
1 week ago
Anand Rathi Global Finance Limited Mumbai, IndiaAnand Rathi Global Finance Ltd is hiring for Relationship Manager with minimum experience of 2 years in Sales- SME LAP · Location: Goregaon, Thane, Kalyan & Vashi · Primary Job Responsibilities · 1. Sourcing to loan disbursement of LAP Files. · 2. Should have market connect of 25 ...
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Relationship Manager
1 week ago
Utkarsh Small Finance Bank Mumbai, IndiaJOB SUMMARY · The position involves offering banking solutions to clients in various segments, including government, financial institutions, corporates, and TASC (Trusts, Associations, Societies, Clubs) with an emphasis on liabilities and fee income. · The role includes acquirin ...
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Relationship Manager
5 days 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 Descript ...
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Relationship Manager
3 weeks 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
3 weeks 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
5 days ago
Paradise Placement Consultancy mumbai, IndiaResponsibilities · : · ? Maintaining a deep knowledge of company products and services. · ? Building and maintaining strong relationships with prospective and existing clients. · ? Building / analyzing detailed business models · ? Researching and pursuing new business opportuni ...
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Relationship Manager
1 week ago
Xponent n Services mumbai, IndiaResponsibilities Understandcustomer needs and develop plans to address themIdentify key staffin client companies to cultivate profitable relationshipsResolvecustomer complaints quickly and effectivelyForward upselling andcrossselling opportunities to the sales teamPromote highqu ...
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Relationship Manager
1 week ago
Standard Chartered Bank mumbai, India Full timeRole Responsibilities · Portfolio Management · Primary accountability for deepening values and fee generation from the portfolio by providing superior service to facilitate trade and Foreign exchange transactions. · Client servicing through the Bank's "Outserve" mode with the ...
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Relationship Manager
5 days ago
Invoicemart Mumbai, IndiaWe have an opportunity for · Relationship Manager - Corporate Business · at PAN India location with INVOICEMART - A.Treds. · A.TREDS Limited (a group company of Axis Bank) · is a national level online platform which · facilitates financing of Receivables of Micro, Small and Mediu ...
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Relationship Manager
2 weeks ago
Riverforest Connections Private Limited Mumbai, IndiaPositionRelationship Manager Private Banking · JobPurpose · Toenhance business development as per the set objectives of the bankand ensure quality service to the customers through wealthmanagementtechniques · Role &Responsibilities · Acquisition of new Ultra HNI clients ( AUM IN ...
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Relationship Manager
1 week ago
mutual fund company Mumbai, IndiaHiring for institutional sales at a mutual fund company. · Minimum of two years' experience in institutional sales with MF products. · Location: Mumbai, Ahmedabad, and Kolkata. · CTC up to 18 Lacs · Interested candidates can send their resumes to or WhatsApp at ...
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Relationship Manager
5 days ago
Invoicemart mumbai, IndiaWe have an opportunity for Relationship Manager - Corporate Business at PAN India location with INVOICEMART - A.Treds. · A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Ente ...
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Relationship Manager
5 days ago
Circle Wealth Advisors Private Limited Mumbai, IndiaCompany DescriptionCircle 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 DescriptionThi ...
Relationship Manager - mumbai, India - Tata AIA Life Insurance
Description
JOBDESCRIPTION
A PositionOverview
PositionTitle
RelationshipManager–GroupAnnuity
Department
GroupFundsandAnnuity
Level/Band
Executive
RoleSummary:
B Organizational Relationships
Reportsto
SalesManager–GroupAnnuity
Supervises
None
C JobDimensions
GeographicAreaCovered
AspermappingtotheGroupTeamZone
Stakeholders-Internal
GroupFundsTeam
External
Corporates/Companies
D KeyResultAreas
Sales
·AchievethesetbusinesstargetsonANPand/orcasecount
·AcquireNewCustomerthroughretireesfromcompanies/Referencesofcorporate retirees / Nodal Officers of companies
·Fixmeetingswiththeprospectstoexplaingroupannuitysolutionsfacetoface
·Fillupdigitalapplicationformonthetab
·CoordinatewithNodalofficerstosharedatainappropriateformatwithTALIC central operations team for closure
·Ensuretimelyfundstransfer(PurchasePrice)fromthecorporatetoTALICaccount
·Ensuringtimelyissuanceofpoliciesbyresolvingpendingetc.
·Renderpromptpostsalesservicetoallcustomers
·KeepataboncompetitiveactivityinassignedcorporatesandupdateSupervisor
·StrategizeandinteractcloselywiththesupervisorondeliveringonBusinessnos.
·Workwiththesupervisorandconductjointsalescallswheneverrequired
·Todevelop GroupAnnuitybusinessbyidentifyingcorporatesnotempanelledwith TALIC and seek support of Group Funds team to tie up with them
·Jobrequirestravelwithinthezoneaspercompanytravelpolicy
Customerorientation& reporting/ (MIS)
·Adheretosalesactivitymanagementframeworkinplace
·Follow–upondatabase/leadsprovidedtotheRMs
·Updatetheleadsstatusonadailybasis
·AdheringtotheTrainingRoadmap.
·ProvidingtimelyreportstoSupervisorasrequired
·Ensuringcompliancetointernalsalesprocess
·Followprocess&productcomplianceasperTALICpoliciesandprocedures
·Participateinriskmitigationactivities,identifyprocess