498 Job openings found

JOB Description: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 ...

  Relationship Manager – Retail Sales (IFA)Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development ...

This position will reports to Team Leader. Primary Role Description To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount. Responsible for sales targets through Inbound and outbound sales. Key Roles & Responsibilities: To manage personal workloads efficiently & create opportunities to achieve and increase sales, persistency and ...

Roles & Responsibilities :• Develops new and expands existing High Net worth Customer relationships for liabilities (SAdriven) and commercial assets• Sources new bank customers through external individual efforts and acquisition channel• Ensures high levels of customer service orientation and application of bank policy.• Cross-sells bank products to existing set of ...

As an Insurance Relationship Manager, your primary responsibility is to sell various insurance products to individuals and businesses. You will be tasked with building and maintaining client relationships, assessing their insurance needs, and recommending suitable coverage options. The goal is to achieve sales targets, contribute to the growth of the ...

RM – Retail Sales Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted at long ...

Employment Type: Full Time, Permanent   Job Description: Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted ...

      Key Points:  Need to handle team of Asst. Sales Managers. Give them poroject brifing, calling training. Followup with the team. Ready to travel to Bangalore and Pune office as and when required and Guode the sales teanm at Bangalore and Pune. Candidate should have earlier experience in customer-Client oriented role /sales/BD/ Relationship Management.   Background: MBA Preferred     Gender: Female  

Job Purpose: Prepare credit proposals to support credit committee decisions regarding the client’s portfolio quality, overall capital adequacy, liquidity, management quality, credit rating etc. of the proposed financing. Roles & Responsibilities: Performing credit appraisal of NBFC & NBFC-MFI clients through analyzing factors such as AUM growth, Portfolio quality & performance, Portfolio growth, Management quality, CAR, balance sheet analysis etc. Preparation of credit proposals combining financials analysis with sectorial information to support credit committee decisions regarding the client’s portfolio quality, ...

We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs. Key Responsibilities: Acquire and manage HNI / affluent customer relationships Cross-sell wealth products such as Mutual ...