365 Job openings found

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 designing ...

JOB DESCRIPTION Position:       Customer Relationship Manager Location:       Dadra and Nagar Haveli- Silvassa   Good=3, Reasonable=2, Poor=1, NA=0 Requirement - CRM - Asst. Manager Candidate must be from Auto industry Minimum experience as CRM minimum 5-7 years Qualification MBA in marketing (Technical degree will be preferable) Currently working with Auto Industry Inventory management Logistic management Experience with overseas customers ...

    Job Overview:  The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.     Department: Sales/Client Services Reports To: Executive Director Industry- Financial Services Employment Type- ...

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 ...

POSITION / DESIGNATION Business Development Manager – IDFC Bank JOB RESPONSIBILITIES Target Achievement • Drive sales and achieve targets through the bank branches Sales Support • Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management • Bank is the key ...

  Relationship Manager – Retail Sales 5-8 years of experience, BANKING channel Responsible for handling all channel partners 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 ...

We are having an urgent opening for the position Export Relationship Manager – Marketing for an reputed company for Sion location. Job Description: Incumbents shall work closely with the export marketing initiative in given overseas territories. Preparing competitive techno- commercial proposals, Timely implementation of export contracts and attainment of budgeted profit margins. Research explore & analyse ...

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 ...

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 Overview: The Customer Relationship Manager will serve as the main coordinator between our client and its customers post initial booking. The role includes managing customer relationships, coordinating project progress, and ensuring smooth follow-up of all remaining payments across different project stages. This position combines admin responsibilities with active client management ...