- leads through proactive prospecting, networking and secure new business opportunities.
- a robust pipeline of leads through email, networking events, and social media.
- a list of customers who fit our ideal client profile.
- new clients for our various services.
- the client's need and specific requirement. Present proposals aligned to his goals and objectives.
- a client is onboarded, continue to nurture and grow the relationship.
- their existing portfolios and providing appropriate suggestions.
- and presenting research reports, Mutual Fund updates, life and health insurance services to clients.
- rapport which will help in maintaining client loyalty and securing repeat business.
- as the primary point of contact, fostering trust, delivering exceptional customer service, and ensuring client satisfaction.
- client concerns, gathering feedback, and identifying opportunities to upsell or expand our services.
- networking and lead generation skills. Ability to identify and convert potential clients.
- communication and presentation skills to effectively put forward the various services.
- mindset to understand client needs, conduct market analysis, and position our services strategically.
- to grow in a fast-paced environment, manage multiple priorities, and meet ambitious targets.
- degree in commerce, marketing, or a related field (MBA-Finance/Marketing preferred). Having a CFP certification will be an added advantage. Minimum 3-5 years of experience required.
- Insurance: Coverage including options for dependents.
- Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.
- Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.
- Development: Opportunities for training, workshops, conferences to support employees' career growth.
- and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.
- Events and Celebrations: Company outings, team-building activities for bonding between team members
- Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.
- Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.
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Relationship Manager
1 day ago
Selections HR Services Private Limited Gujarat, IndiaJob Title: Relationship Manager · Job Highlights: · Minimum 1 year of sales experience preferred, preferably in the stock market domain. · Education: · Graduate in Any Specialization/ MBA in Marketing & Finance. · Job Description: · Responsible for direct sales of demat accoun ...
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Relationship Manager
23 hours ago
JK Securities Private Limited Ahmedabad, India Full timeAchieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing · Acquire new clients for Demat ...
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Relationship Manager
2 days ago
Finnovate Ahmedabad, IndiaLocation: Ahmedabad/Gandhidham/Bhuj · Why should you choose Finnovate:Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financ ...
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Relationship Manager
23 hours ago
PracWorld HR Consultancy Ahmedabad, India Full timeResponsibilities: · Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. · Maximize virtual connections with the qualified prospects using various digital platforms along with other social medi ...
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Relationship Manager
23 hours ago
WorkQuest India Ahmedabad, India Full timeJob Title: HR Telecaller cum Relationship Manager · Job Description: · Responsibilities: · Promotion to Property Owner: · Identify potential properties for promotion to property owners. · Develop and implement strategies to attract property owners to the platform. · Collect New D ...
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Relationship Manager
23 hours ago
Horizon Training & Recruitment Services Ahmedabad, India Full timeJob Title · Relationship Manager · Job Requirement · Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analysing sales options. · Sells products by establishing contact and developing relationships with prosp ...
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Relationship Manager
23 hours ago
Waayslive Solutions Private Limited Ahmedabad, India Full timeJOB 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 & ...
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Relationship Manager
4 days ago
Share India Securities Ahmedabad, India Full timeJob Requirements · Job Title: Relationship Manager · Company Name: Share India Securities · Location: Gandhi Road, Ahmedabad, Gujarat · Salary: ₹15,000 - ₹25,000 per month · Qualification: Graduate and above · Job Description: · Elevate your career as a Relationship Manager with ...
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Relationship Manager
23 hours ago
Ratnaafin Group Ahmedabad, India Full timeRoles and Responsibilities · Should be responsible for business development of working capital products by way of effective stake holder management. · Should be responsible for sourcing and closing leads for working capital products across section of business segments traders, ma ...
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Relationship Manager
3 hours ago
Riverforest Connections Private Limited Ahmedabad, IndiaJobDescription · RelationshipManagerTASC & InstitutionalBusiness · TASC &Institutional Business vertical is a part of Retail Liabilitiesdivision of Banks segment. It is Companys dedicatedSales/Relationship Channel for customer segments like TrustsSocieties Educational bodies Ass ...
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Relationship Manager
23 hours ago
WorkQuest India Ahmedabad, India Full timeRelationship Manager (RM) to us known as Relationship Executive (RE) · Responsibilities · Responsible for creating & maintaining relationship with customers · Responsible for resolving customer queries and providing quick services · Responsible for updating customer about his pur ...
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Relationship Manager
23 hours ago
Caring Click Enterprises LLP Ahmedabad, India Full timeThe ideal candidate will be responsible for gaining a deep understanding of the clients' financial objectives and recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you w ...
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Relationship Manager
7 hours ago
Aditya Birla Group Ahmedabad, India To Identify and plan customer visits regularly to build relationships and achieve · sales targets. · Build strong relationships with clients to generate new orders and fulfill repeat · orders. · Enable customers to place orders using digital tools and bring more digitizatio ...
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Relationship Manager
23 hours ago
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
23 hours ago
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
23 hours ago
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
3 days ago
White Force Group Ahmedabad, IndiaLocation - Ahmedabad,Surat,Rajkot & Baroda(Gujarat) & Mumbai,Nagpur & Pune (Maharashtra) · CTC Upto -5 LPA · Job Description: · To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer ...
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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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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
5 days ago
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 - Gujarat, India - Finnovate
Description
Location: Ahmedabad/Gandhidham/Bhuj
Why should you choose Finnovate:
Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.
Responsibilities:
Skills/Qualifications/Experience:
Benefits on being a part of Finnovate:
YOU PERFORM, WE VALUE YOUR EFFORTS: Compensation package is not a constraint for the right Candidate.
How to join our Dream-Team:
1) Apply with a copy of your resume at
2) HR round to know you better
3) Round with the respective location head
4) Final managerial round
AND WE ARE SORTED All rounds complete in 4 working days