Relationship Manager - Nagpur

Description · As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relati ...

+Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner. · +Graduate/ Post Graduate in any discipline · 0.6 to 2/2 to 3/3-4 years  of experience in sales for 5/ 5Arespectively · Good communication skills – English ...

We are hiring a Relationship Manager Retail for managing and growing distributor relationships in the assigned geography. · Achieve sales targets across Mutual Funds SIPs PMS AIF · Manage and activate mapped distributors IFAs Banks National Distributors · ...

+Sales Executive / Relationship Manager with 2-6 years of experience and any graduate degree. · +Achieve sales targets and improve quotation conversion (40% closure). · Develop new business and expand customer base. · ...

This is a full-time on-site role for a Relationship Manager located in Nagpur. · The Relationship Manager will be responsible for building and maintaining strong relationships with clients, · understanding customer needs, and ensuring exceptional service delivery.Membres enjoy be ...

Designation - Relationship Manager. Product - Loan Against Property (LAP). Vertical - DSA (Individual role). · ...

Job summary · Understand client financial goals, risk appetite, and investment horizon. Provide research-backed advisory across Mutual Funds, PMS, · AIFs,Bonds,Equity, · Insurance & Structured Products. · Bullet pointsCertifications like CFP / NISM / CFA preferred ...

SECTION I: BASIC INFORMATION · Job Title: Relationship Manager - Acquisition · Grade: AVP · Business Unit: SEB · Division: SEB · Department: SEB · Location: PAN India · Reporting to: Cluster Business Leader · SECTION II: ROLE SUMMARY · The role holder is responsible for the acqui ...

As Relationship Manager at Anand Rathi Share and Stock Brokers Ltd, you will play a key role in acquiring quality clients through networking and market intelligence. · Create Cross Sell revenue by offering personalized financial plans tailored to each client's needs · Maintain re ...

Acquire quality clients through networking and database to generate revenue through Financial Planning. · ...

· Roles & Responsibilities · • Responsible for driving the entire BD for Private Banking Channel for the Region. · • To build, develop & enhance relationships across Private Banks · • Setting up the entire network of Private Banks in the Region, · • Responsible for driving the ...

Description · 1 Client Acquisition:  · Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships · 2 Client Relationship Management: · Build and maintain strong relationships with corporate cli ...

· Roles & Responsibilities · • Responsible for driving the entire BD for Private Banking Channel for the Region. · • To build, develop & enhance relationships across Private Banks · • Setting up the entire network of Private Banks in the Region, · • Responsible for driving the ...

To deliver exceptional client service with a strong focus on customer retention and long-term relationship management. · ...

· Roles & Responsibilities · • Coordination with SBI Branches in the Region / Location. · • Assume full accountability for all aspects of sales in the Branch · • Coordination with SBI Branches in the Circle / RBO / Location. · • The primary responsibility of a Relationship Manag ...

The Relationship Manager's key goal is to keep up the relationship with bank branches and processing units of State Bank of India. · The job involves smooth processing of loan files and generating fresh leads from referrals and other avenues. ...

About Us · Choice Group is a trusted financial institution dedicated to solving financial challenges and unlocking opportunities for individuals. · Promote comprehensive financial products and services · ...

· Roles & Responsibilities · Role and Responsibilities · • Coordination with SBI Branches in the Region / Location. · • Assume full accountability for all aspects of sales in the Branch · • Coordination with SBI Branches in the Circle / RBO / Location. · • The primary responsibi ...

The role entails scaling up and growing the customer base for the branch. It also entails developing constructive relationships with customers and working closely with them to boost volume of business across geographies by establishing a strong foundation with them as their finan ...

Manage relationships with existing clients to identify their needs and provide tailored insurance solutions. · ...