Portfolio Relationship Manager - Surat, Gujarat, India

The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Candidates must ensure strict adherence to regulatory guidelines, KYC norms, and internal audit standards. · Maintaining high client satis ...

Wealthy is a Fintech Wealth Management platform based at Banglore. · * Strong interpersonal and communication skills. · * Knowledge of financial products and services. · * Customer service and relationship management skills. · * Ability to analyze financial information and provid ...

This is a full-time, on-site Relationship Manager role located in Gwalior. · Manage client communications · Identify opportunities for collaboration · Earn customer satisfaction · ...

This role involves client acquisition and business development. Key responsibilities include identifying potential clients for loan products and investments, building relationships with existing clients to ensure repeat business. · ...

The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · ...

Manage and grow domestic and international client relationships for Alltex Exim's yarn business. · ...

Acquire new clients through leads, referrals and networking. · Recommend suitable investment and insurance solutions · ...

The Relationship Manager is a full-time position responsible for building and maintaining strong relationships with customers and stakeholders in Surat. · Identifying and onboarding potential customersManaging client inquiriesSuporting loan application processesEtc... ...

ABOUT US · Pacifique Investments · is a fast-growing mutual fund distribution company committed to helping clients meet their investment goals through transparent, compliant, and client-centric solutions. Our focus is on building long-lasting client relationships by offering pers ...

We are actively seeking energetic and performance-driven Relationship Managers / Senior Relationship Managers to join our team across various locations in India. · This role involves recruiting and managing insurance agents, driving field sales, and building strong customer and c ...

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. · To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portf ...

Build and maintain strong relationships with existing and prospective clients to drive business growth. · ...

A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. · ...

We are seeking a dedicated · Relationship Manager to join our dynamic team in Surat. · This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. · ...

Wealthy is a Fintech Wealth Management platform based at Banglore. Thousands of partners across the country have joined and using our platform. · Recruiting Employees under them. · ...

The Relationship Manager will be responsible for managing and growing domestic and international client relationships for Alltex Exim's yarn trading business. · This role combines sales generation, client servicing, operational coordination, and revenue growth, · with a strong fo ...

We are seeking a high-energy people-first Relationship Manager to sell financial products and services. · ...

This is a full-time Relationship Manager role based in Surat. · As a Relationship Manager at Bandhan Life, you will build strong relationships with clients, · provide customized life insurance solutions, engage in business development activities, · and meet sales targets while en ...

We are seeking a dedicated Relationship Manager to join our dynamic team in Surat. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. · Efficiently onboard POSP (Point of Salesperson) · Maintain robu ...

We are seeking a dedicated Relationship Manager to join our dynamic team in Surat. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will b ...

This is a full-time on-site role for a Relationship Manager located in Mumbai Metropolitan Region. · The Relationship Manager will build strong relationships with pharmacy retailers distributors understand their financial requirements offer tailored credit payment solutions. ...