- Acquiringnew customers through referrals organizing events &presentations and leads
- Maintaining existingclient relationships and growing AUM through active portfoliomanagement asset allocation and financial / retirementsolutions
- Advising clients on their investmentneeds and risk coverage
- Keep abreast of thecurrent financial and market trends and continuously engage withclients on market developments
- Work into andinto sales of mutual funds insurance retirement benefits financialplanning portfolio management suggest clients aboutinsurance
- Experiencein handling wealth products is amust
- Candidates from distribution too canapply
- Problemsolvingattitude
- Excellent communicationskills
- Aptitude for fostering positiverelationships
- Teamwork and leadershipskills
- NISMIRDA certificationpreferred .
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Relationship Manager
3 weeks ago
Randstad India Sany, IndiaResponsibilities: · 1. Develop and implement a comprehensivechannel management strategy for banks and national pdistributionchannels to drive business growth and achieve salestargets. · 2. Identify and onboard potential bank partnersand national distribution channels ensuring ali ...
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Relationship manager
3 weeks ago
Randstad India sany, India· Role Sr. Relationshipmanager/ Advisor · Role and responsibilities: · Sales andBusiness Development for PMS and Asset Management Business throughdirect channels distributors Family Offices &Corporates · Target driven business conversion withrewards linked to target achievemen ...
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Relationship Manager
1 day ago
Acme Services Private Limited Sany, IndiaJobResponsibilities: · Coordinating with clients for their daily trades inCommodity. · Help customers to Execute tradeonline and place orders on behalf of customers. · Achieve healthy revenues without compromising on the clientsprofitability. · Making confirmation of ordersand tr ...
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Relationship Manager
3 weeks ago
Acme Services Private Limited sany, IndiaJobDescription: Develop and execute a comprehensive sales strategy topromote Fixed Income products. · Cultivate andmaintain strong relationships with existing clients ensuring highlevels of client satisfaction and retention. · Identify new business opportunities and targetprosp ...
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Key Relationship Manager
1 week ago
TEKPILLAR SERVICES sany, IndiaAs a Key Relationship Manager in the DirectChannel your primary responsibility is to build and maintain strongrelationships with clients and customers. You will serve as adirect point of contact between the organization and its clientsensuring that their needs are met and that th ...
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Customer Relationship Manager
3 weeks ago
APEX Acreages Private Limited Sany, IndiaAPEX Acreages Private Limited is lookingfor individuals who have the followingskillset:Strong analyticalskills · Collaboration and interpersonalskills · Ability to manage multiplestakeholders · Ability to meetdeadlines · Selfmotivated · Roles andResponsibilities:Preparing& mainta ...
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Customer Relationship Manager
1 week ago
Suvidha Sewa Pvt. Ltd. Sany, IndiaOverview: · The CustomerRelationship Manager plays a crucial role in maintaining positiverelationships with clients ensuring their satisfaction andultimately contributing to the companys success. This role isessential in managing the communication and interactions betweenthe orga ...
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Business Relationship Manager
2 weeks ago
Randstad India Sany, IndiaStrategy andPlanning · Contributes to the development ofengagement plans for education partnerships in order to deliveragreed KPIs and outcomes · Identifies andprogresses opportunities to grow ACCAs business through educationpartnerships ensuring a clear and mutually beneficialpr ...
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Relationship Manager Polymer Division
3 weeks ago
Suvidha Sewa Pvt. Ltd. Sany, IndiaSummary ofRole:Responsible for generating leads and converting them into business. Understand marketcompetition analyze competitors and decide product positioningaccordingly. Keepup to date market trend and have sufficient knowledge of industrychanges ongoing expansion in the ma ...
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Relationship Manager Mortgage Sales
3 weeks ago
humgrow Sany, IndiaOverview: · TheRelationship Manager plays a crucial role in driving the mortgagesales business for the organization. They are responsible forbuilding and maintaining strong relationships with clientsunderstanding their mortgage needs and offering them tailoredsolutions. This role ...
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Relationship Manager Super Trader
1 day ago
Acme Services Private Limited Sany, IndiaJobDescription: TOCONTRIBUTE: Achieving the Business target assigned inTerms of generating revenue acquiring clients enhancing &upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) tomeet customer needs as per their risk appetite. Ensuri ...
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Relationship Manager
3 weeks ago
TEKPILLAR SERVICES sany, IndiaWe arelooking for a Relationship manager in Indias leading financialservicescompany. · KeyResponsibilities: · I will be responsible forbusiness development through the online sale of Demat A/C and theacquisition of clients. · Responsible for productpenetration through effect ...
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Senior Wealth ManagerSenior Relationship Manager
4 weeks ago
Feufo Inc Sany, IndiaOverall Experience: · 4years of experience.What were lookingfor · We are looking for Relationship Managersto build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed ...
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Our Hottest Openings Sany, IndiaApero by Malvika () is a gourmet foodgifting & catering service based out of Khar Mumbai. Theyare looking for a Operations & Customer RelationshipManagement executive for an inoffice role inMumbai. · Roles&Responsibilities:Communicatewith clients to understand their needs and ens ...
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Client Relationship Manager
3 weeks ago
People Konnect sany, IndiaWhat are your responsibilities · 1) Research identify connect and tenaciously generate new potentialclients 2) Methodically qualify build andmanage an accurate sales funnel 3)Strategically plan and achieve sales target annually4) Maintain a high volume of activity including outbo ...
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Relationship Manager Polymer Division
3 weeks ago
Suvidha Sewa Pvt. Ltd. sany, IndiaSummary ofRole : Responsible for generating leads and converting them into business. Understand marketcompetition analyze competitors and decide product positioningaccordingly. Keepup to date market trend and have sufficient knowledge of industrychanges ongoing expansion in the m ...
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Senior Wealth ManagerSenior Relationship Manager
2 weeks ago
Feufo Inc sany, IndiaOverall Experience: 4years of experience.What were lookingfor We are looking for Relationship Managersto build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in ...
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Sales Representative
3 weeks ago
Suvidha Sewa Pvt. Ltd. Sany, IndiaOverview · The SalesRepresentative plays a crucial role in driving sales and revenuefor the organization. They are responsible for building andmaintaining relationships with customers identifying salesopportunities and effectively communicating the value of theproducts or service ...
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bussiness executive
3 weeks ago
Vatatree Consulting sany, IndiaPosition : BUSINESS DEVELOPMENTEXECUTIVE Position Overview: The BusinessDevelopment Manager will be at the forefront of creating awarenessand developing the customer base for the HealthLand Clinic.Theideal candidate will possess a deep understanding of the healthcaredomain couple ...
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Transfer Pricing Direct Tax
3 weeks ago
Acme Services Private Limited sany, IndiaJob Description/Manager: As Sr Manager /Manager of Direct Tax yourresponsibilities include the following: · Direct TaxAdvisory: Advising and compliance services on domestic andinternationally (this includes documents review and advising onapplicable tax withholding) including th ...
Senior Wealth Manager Senior Relationship Manager - sany, India - Feufo Inc
Description
Position: Senior WealthManager/ Senior RelationshipManagerExperienceRequired: 3years
Location: 28/A 3rd Main Rd RMS Colony AECS Layout Sanjayanagara BengaluruKarnataka
Budget: 8 10LPA
JobDescription ROLEEXPECTATIONS:We are looking for RelationshipManagers to build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in this role you should bean excellent communicator with the ability to build rapport withcustomers. We expect you to be a strategic thinker with ananalytical mind and strong problemsolvingskills.
Weare looking for candidate who have worked financial products likein mutual funds insurance retirement benefits and financialplanning. who can deal with finances portfolio managementsuggesting clients about insurancePreferredcandidates from: Wealth Sector / Banking / Insurance /Distribution
DUTIESandRESPONSIBILITIES
financial planning,insurance,markettrends,sales,asset allocation,mutual funds,leadershipskills,wealth,financial products,insurance planning,portfoliomanagement,retirement benefits,relationshipmanagement,irda,communication skills,irdacertified