- Client Relationship Management: Building and maintaining strong relationships with clients by understanding their investment goals, risk tolerance, and financial needs.
- Account Management: Managing client accounts and providing personalized investment advice and recommendations based on their financial objectives.
- New Client Acquisition: Actively seeking new clients through networking, referrals, and prospecting to expand the client base.
- Trade Execution: Facilitating the execution of trades on behalf of clients, including buying and selling stocks, bonds, commodities, and other financial instruments.
- Market Research and Analysis: Staying updated on market trends, economic developments, and industry news to provide clients with timely market insights and investment opportunities.
- Risk Management: Assessing clients' risk profiles and recommending suitable investment products and strategies to minimize risk and optimize returns.
- Customer Service: Providing exceptional customer service by addressing client inquiries, resolving issues, and delivering a positive client experience.
- Portfolio Management: Monitoring and reviewing client portfolios regularly to assess performance, rebalance asset allocations, and make investment adjustments as needed.
- Cross-Selling and Upselling: Identifying opportunities to cross-sell additional products and services, such as insurance, mutual funds, and retirement planning, to enhance client satisfaction and generate revenue.
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Relationship Manager
1 week ago
Big Tree Resources Management Gurgaon, IndiaPosition : Financial Service Associate · Role and Responsibility: · To monitor closely the HL data and cross sell insurance (HDFC Life and Non · - Life), fixed deposits and other products as introduced by the company to · home loan customers of HDFC Sales · To source open market ...
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InsuranceDekho Gurgaon, IndiaFocus on sales Team Management, Geographical coverage & manage the spread. · - Ensure the Team meets potential POSP agents in respective geographical assignments. · - Ensure the Team Services the Existing POS to drive sales growth · - Handle Customer Inquiries with a speedy and s ...
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Relationship Manager
5 days ago
Indifi Gurugram, IndiaRole: We are looking for Relationship Managers for Supply chain business can go an extra mile in on-boarding new customers and retaining old ones. · Key Tasks: · To enable growth in SCF Business by identifying potential clients. · To work as part of the team engaged in loan proce ...
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Relationship Manager
6 days ago
shrek HR solutions gurugram, IndiaRequired: Relationship Manager (Sales) · Job Description · Work Experience Required 1-2 years · CTC offered 15k to 18k per month · Job Location(s) Delhi NCR · Industry Type Insurance or any product selling industry · Functional Area Mentioned in the JD · Qualification Gr ...
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Relationship Manager
6 days ago
Snaphunt gurugram, India Full timeThe Offer · Good Opportunity · The Job · You will be responsible for : · Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives. · Developing strong internal relationships to opt ...
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Relationship Manager
6 days ago
DigitalCube Consultancy gurugram, IndiaRelationship Manager - Sales · Location: Gurgaon · Job Role - · The key areas of responsibility are as follows: · Increase AUM, Net Sales, and Market Share of the Branch · Channel management across IFA's, National Distributors and Banks · Ensure standards of Customer Service a ...
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Relationship Manager
6 days ago
VSRK Capital Pvt. Ltd. gurgaon, IndiaWe are a boutique Company, of independent financial distributors, that offers financial services to a variety of clients whether HNIs, Corporate houses or other consulting firms under one umbrella. We stand a class apart known for our dynamic work commitments. · We have placed o ...
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Relationship Manager
1 week ago
Bajaj Capital Gurugram, IndiaThe Bajaj Capital Group is one of Indias premier Investment Advisory and Financial Planning companies. · We are also SEBI-approved Category I Merchant Bankers. · We offer personalized Investment Advisory and Financial Planning services to individual investors, corporate houses, i ...
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Relationship Manager
1 week ago
PropTiger Gurugram, IndiaWho we are...? · REA India is a part of REA Group Ltd. of Australia (ASX: REA) ("REA Group"). It is the country's leading full stack real estate technology platform that owns , and · In December 2020, REA Group acquired a controlling stake in REA India. REA Group, headquartered ...
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Relationship Manager
2 weeks ago
shrek HR solutions Gurugram, IndiaRequired: Relationship Manager (Sales) · Job Description · Work Experience Required1-2 years · CTC offered15k to 18k per month · Job Location(s)Delhi NCR · Industry TypeInsurance or any product selling industry · Functional AreaMentioned in the JD · QualificationGraduate/ Post g ...
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Relationship Manager
1 week ago
DigitalCube Consultancy Gurugram, IndiaRelationship ManagerSales · Location:Gurgaon · JobRole · The key areas ofresponsibility are asfollows: · Increase AUM NetSales and Market Share of theBranch · Channel management across IFAs National Distributors andBanks · Ensure standards of CustomerService and Compliance are m ...
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Relationship Manager
1 day ago
TekPillar Gurgaon, India Full timeApply for Relationship Manager, Tekpillar in Gurgaon ,Chandigarh ,Ludhiana for 2 - 6 Year of Experience on ...
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Relationship Manager
6 days ago
Standard Chartered Bank gurgaon, 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 ...
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Relationship Manager
2 weeks ago
Ofbusiness Gurugram, IndiaRole: Business Development - Client Acquisition · Company: OXYZO Financial Services · Website Link: Asset Size: INR 6,700Cr. + · About OXYZO: · OXYZO is amongst the leading A+ rated Non-Banking Financial Companies (NBFC) in India. We offer Lending Products to other Businesses (ou ...
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Relationship Manager
6 days ago
White Force gurugram, IndiaJob Description: · Loan Officer job descriptionWe are looking for a Loan Officer to evaluate, authorize approval or denyloan applications for people or for business. You will act as liaison betweencustomers and our financial institution and you will help qualified applicantsacq ...
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Relationship Manager
6 days ago
Faircent gurugram, IndiaJob Description Job Responsibilities: · Our Inside Sales Team is looking for a smart, motivated individual with excellent communication skills to help acquire new lenders to invest in Faircent's different Investment plans. Candidates will be selected basis the below criteria: ...
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Relationship Manager
6 days ago
PropTiger gurugram, IndiaWho we are...? · REA India is a part of REA Group Ltd. of Australia (ASX: REA) ("REA Group"). It is the country's leading full stack real estate technology platform that owns , and · In December 2020, REA Group acquired a controlling stake in REA India. REA Group, headquarte ...
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Relationship Manager
6 days ago
Allianz gurugram, IndiaJob Description: · Not available at the moment · Skills Required: · Organizational Understandingindustry Understanding & Competitive AwarenessProduct KnowledgeSales ExecutionSales StrategyChannel DevelopmentAgency Desirable Skills: · Not available at the moment ...
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Relationship Manager
6 days ago
PropTiger gurgaon, IndiaWho we are...? · REA India is a part of REA Group Ltd. of Australia (ASX: REA) ("REA Group"). It is the country's leading full stack real estate technology platform that owns , and · In December 2020, REA Group acquired a controlling stake in REA India. REA Group, headquartered ...
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Client Relationship Manager
3 weeks ago
Own Door India Gurugram, IndiaJob Title: Assistant Client Relationship Manager · Location: Sec-49, Gurugram · Req. Experience: 2 years+ · Budget: 5-6 LPA + Bonuses · Job Mode: Work from Office · Immediate joiners will be preferred · Who we are · Own Door is a pioneering Property Management-as-a-Service compan ...
Relationship Manager - gurgaon, India - A1 Human Wealth Management
Description
Designation - Relationship Manager
Position - 2
Gender - Male
CTC - 3 to 5 lpa
Industry Preference - Stock market , insurance, SIP, Financial advisor
Skills - Excellent Communications , Field knowledge , Portfolio handling, Knowledge about stock marketing, insurance, SIP, Financial advisor and portfolio
Qualification - Graduate
Exp - minimum 1 years
Job Roles -