2493 Job openings found

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

  Customer Relationship Management: Implement and manage CRM software to track customer interactions and data throughout the customer lifecycle. Coordinate and collaborate with sales, marketing, and customer service teams to ensure effective customer communication and satisfaction. Develop strategies and initiatives to improve customer retention and loyalty. Lead Data Management: Maintain and update customer databases, ensuring accuracy ...

We are having an opening for the position of Membership Specialist with one of our very reputed clients in the Hospitality Industry. Job Location-COURTYARD BY MARRIOTT- Mumbai     Key Responsibilities:  Research leads received from the organization using platforms like Google, LinkedIn, Facebook, Instagram, & others, to source relevant information for better engagement and conversion.  Identify the ...

Job Profile: Relationship Management. Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on the market Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals. Cross Selling   Candidate’s Profile: Hardworking & Confident. Smart Presentable. Go getting attitude. Experience in client handling. Should ...

Real Estate Finance Group of the Wholesale Bank comprises Real-Estate specialists providing best-in-class banking services helping clients meet their financial goals. The group works on opportunities in residential, office, retail, industrial & warehousing & hospitality.   Our activities include origination and structuring of CRE debt investments, providing end-to-end relationship and stakeholder management, ...

Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing ...

Job Description Description:   Relationship Manager (RM): An RM in an SME would focus on maintaining and building relationships with customers and clients. They might also assist in securing working capital by maintaining good relationships with financial institutions and ensuring that the business has access to necessary funding. SME (Small and Medium-sized Enterprises): SMEs ...

Relationship Manager (RM): An RM in an SME would focus on maintaining and building relationships with customers and clients. They might also assist in securing working capital by maintaining good relationships with financial institutions and ensuring that the business has access to necessary funding. SME (Small and Medium-sized Enterprises): SMEs often ...

Roles and Responsibilities The RM is responsible for understanding clients' financial needs, executing dealsefficiently, and ensuring seamless coordination between clients and banks. Visits to clients as an when required and understand their requirements for HomeLoans, Loan Against Property, and Business Loans. Facilitate the execution of Home Loans, Loan Against Property, ...

Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing ...