504 Job openings found

Relationship Manager Job Description: Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his Minimum KRA & Monthly Target of New Client ...

Job Requirements Role/Job Title: Relationship Manager - Corporate Coverage Function/ Department: Wholesale Banking Job Purpose: The job purpose is to spearhead business generation within stringent and dynamic regulations and bank's risk appetite to expand the volume of trade. Roles & Responsibilities: Ensure seamless customer on boarding by ensuring best in-class customer servicing standards and processes and ...

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in ourbroking business. The ideal candidate will be responsible for driving business growth, providingstrategic leadership, enhancing client engagement, and ensuring the successful execution ofinvestment strategies and services. This is an exciting opportunity to lead a ...

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 ...

Roles & Responsibilities: Identifying New Markets, must work towards attracting new customers and generating leads through local activities like organizing canopy activities/leaflet distribution/cold calling and etc. To service, the leads referred by sales front/cross/selling or other channels. To deliver a high-quality client service and customer retention approach to managing client relationships to enhance ...

Job Description Job Title - Relationship Manager - First Wealth/CASA Place of work - Mumbai Business Unit - Retail Banking     Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing ...

About the Role: We are looking for a dynamic and detail-oriented Client Relationship Manager with prior experience or strong understanding of digital marketing agencies. The ideal candidate should possess excellent communication skills and a client-first attitude to build and maintain strong relationships. Key Responsibilities: Act as the primary point of contact between clients ...

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 ...

Role Title Relationship Manager - Commercial LendingDepartment Commercial LendingSub Department Emerging CorporatesSub Sub Department SalesReports To Zonal HeadCompany Bajaj Finance Limited1. JOB PURPOSE To manage existing client base and to add more clients. Maintaining quality of the asset book managed by self2. PRINCIPAL ACCOUNTABILITIES• Source New to Bajaj relationships for Commercial ...

Strategy Meet the business objectives initiated by the respective corporate clients Customer focused need-based selling Deepen customer relationship and maximize penetration Business Achieve MOM Business targets (NTB, NSR & CA balance) as per Performance scorecard and manage the existing portfolio of the clients. Segment focus, customer focused needs-based selling Being a Business Clients Acquisition Executive, focus has ...