3 Opening(s)
5.0 Year(s) To 8.0 Year(s)
8.00 LPA TO 15.00 LPA
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 ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 31.00 LPA
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 clients in the Mid Corporate segment
Understand clients' financial goals, challenges, and opportunities.
Identify new business opportunities and revenue streams within ...
4 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 8.00 LPA
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 ...
2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
10 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
1 Opening(s)
2.0 Year(s) To 12.0 Year(s)
12.00 LPA TO 22.00 LPA
To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.Work closely with Branch Banking teams for new customer addition.To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship ...
1 Opening(s)
8.0 Year(s) To 17.0 Year(s)
35.00 LPA TO 45.00 LPA
Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...
1 Opening(s)
10.0 Year(s) To 20.0 Year(s)
45.00 LPA TO 65.00 LPA
Relationship manager is responsible for credit appraisal of the corporates and client servicing. An RM is responsible for execution of end to end set processes such as financial analysis, note making, documentation etc. for the transactions under the guidance of the Relationship Manager. ARM also assists the Relationship manager in ...
1 Opening(s)
5.0 Year(s) To 6.0 Year(s)
27.00 LPA TO 28.00 LPA
1 Client Acquisition:
Lead efforts to acquire new clients in the large corporate sector, identifying prospects, and converting them into valuable business relationships
2 Client Relationship Management:
Build and maintain strong relationships with corporate clients in the Large Corporate segment
Understand clients' financial goals, challenges, and opportunities.
Identify new business opportunities and revenue streams within ...
70 Opening(s)
2.0 Year(s) To 6.0 Year(s)
4.50 LPA TO 5.00 LPA
Designation – Relationship Manager – SalesQualification – GraduatesJob Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of the prospect. Providing clients with advices ...