Relationship Manager - Delhi NCR, Delhi - confidential

The Relationship Manager (RM) in Stock Broking is responsible for acquisition and managing a portfolio of clients, guiding them through the stock trading process. · ...

Relationship Officer/Sr. Relationship Officer/Relationship Manager · Direct Channel · ...

+We are looking for a dynamic and customer-oriented Relationship Manager to join our retail team. · +build strong long-term relationships with our customers drive sales through personalized service · ...

The Relationship Manager will achieve sales targets for home loans through a network of DSAs and build strong relationships with potential home loan customers.Educational Qualification: Graduate in any discipline. · Minimum 2-3 years of experience in home loan sales or financial ...

The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account. · Building and maintaining relationships with clients, · understanding their investment needs, · and providing personalized investment solutions. · ...

To derive Insurance Business from assigned Relationship/Channel partner in an area, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. · ...

Financial advisory services to clients and manage their portfolio. · ...

Drive revenue generation for the business preparing and presenting periodic budgets/sales forecasts to management ensuring annual/monthly/weekly sales targets are met following up with prospects closing sales communicating priming leads monitoring performance keeping track of con ...

Conduct daily sales calling with prospective new clients and identify their needs. · ...

To manage personal workloads efficiently & create opportunities to achieve and increase sales,persistency and conversion targets.To ensure minimum phone statistic requirements are metTo ensure minimum productivity standards are met at all times. · ...

Client engagement investment strategies and business development to ensure long-term customer retention and portfolio growth. · ...

1-2 years experience in Lap/Housing Loan/Mortgage required. · ...

This job involves allocation of dedicated data to the mapped relationship team and monitoring daily outcomes for the relationship executive. · Allocation of Dedicated Data to mapped Relationship Team. · Datasegregation beforeallocation. · Monitorthe Daily outcome for Relationship ...

Urgent Requirement in Home Loan Sales Location-All Delhi NCR And All UP Roll- Candidates ko filed me Jaakar Home Loan sale krna h Preferred candidates- Home Loan /LAP sales candidate Qualifications- Minimum Graduation Experience- Experience minimum 6 Month. · ...

Develop and maintain strong relationships with clients through effective communication and exceptional service. · Collaborate with internal teams to ensure timely and efficient execution of trades and investments. · ...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. · Achieve the Targets set in terms of product mix. · 360 degree coverage of client needs across his personal & business banking/financial needs. · ...

The Wealth Relationship Manager will manage banking and investment relationships of HNI, NRI, and UHNI clients. They will develop customer relationships by delivering service levels that exceed client expectations. · ...

A wealth relationship manager with strong exposure to mutual funds and investment products is required. · ...

In this role of Relationship Manager, You will manage the front end of Lodha's relationship with its distinguished set of clients for the respective segment/project allocated. · ...

Manage high net worth individual clients to understand and address their investment needs by offering tailored financial solutions. · Engage with HNI clients. · Profile clients and provide financial solutions. · ...