232 Job openings found

Job Summary: The Emerging Corporate Relationship Manager (RM) is responsible for developing and managing relationships with emerging corporate clients. This role involves identifying new business opportunities, providing tailored financial solutions, and ensuring high levels of client satisfaction. The RM will be instrumental in driving business growth by leveraging their knowledge of ...

POSITION :BUSINESS MANAGER-WEALTH OVERVIEW  We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands ...

Job Summary: The Emerging Corporate Relationship Manager (RM) is responsible for developing and managing relationships with emerging corporate clients. This role involves identifying new business opportunities, providing tailored financial solutions, and ensuring high levels of client satisfaction. The RM will be instrumental in driving business growth by leveraging their knowledge of ...

Job Summary: We are seeking a Sales Manager (Female) with 8 to 10 years of experience in sales preferably in fi nancial products. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and achieving defi ned sales targets. This role demands excellent communication skills, a confi ...

Client Identification Sourcing: Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline. Understand clients financial goals, challenges, and opportunities. Client Relationship Management: Maintain and nurture strong relationships with corporate clients in ...

A Telecaller cum Office Assistant for a financial company manages front-office tasks, customer inquiries, and lead generation via telephone. They facilitate client communication, maintain records, schedule appointments, and support financial staff by explaining loan products or services, requiring strong communication, customer service, and basic computer skills.    Key Responsibilities Telecalling/Lead Generation: Outbound calls to prospects ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Job Purpose     The objective of the role is to identify new customers, propose a solution and create a business opportunity, strengthen client relationships with a corporate customer with an aggregate turnover of upto Rs 300 crs. The role involves preparing the Term Sheet, Proposal note and taking the same through the ...

A Field Officer in financial services (particularly microfinance or banking) drives business growth and manages risk by visiting clients, sourcing loans, verifying KYC documents, and ensuring timely repayment. They are responsible for building client relationships, conducting field-based financial assessments, promoting financial products, and managing loan portfolios.    Key Responsibilities Loan Sourcing & Processing: Identifying ...

Role Overview The Relationship Management professional in Merchant Banking/Wealth Management is responsible for originating, structuring, and executing financial products and services tailored to institutional clients, including banks, asset managers, pension funds, insurance companies, and development finance institutions (DFIs). This role involves strategic relationship management, market analysis, and the delivery of customized ...