Relationship ManagerOpus Global Services India • Greater Delhi Area, India
Relationship Manager
Opus Global Services India • Greater Delhi Area, India
6 days ago
Job descriptionRelationship Management Influencing Skills Technical / Product Knowledge Presentation Skills Interpersonal Skills Effective Communication Result-orientation with strong adherence to compliance Up-sell ICICI Prudential Mutual Fund products to Retail and HNI clients as per the assigned database Generate fresh leads through references to expand the client base Acquire HNI clients and maintain consistent engagement through regular follow-up calls Advise investors by analyzing their asset allocation and customizing investment solutions Achieve business targets related to up-selling ICICI Prudential products and strengthening client net-worth relationships Profile customers to understand financial needs and provide suitable financial products Ensure high standards of service delivery to Retail and HNI clients Provide investment planning and financial advisory support Meet sales and revenue targets across the assigned product mix Serve as the single point of contact for all assigned customers
Role : Relationship Executive / Relationship Manager – CEC
Education Background
Graduate / Post-Graduate / MBA with a minimum of 2 years of experience in the BFSI sector.
Work Experience
- 1–3 years of sales experience. Preference will be given to NISM 5A & 21A certified candidates with experience in managing Retail / HNI clients and in-depth knowledge of Mutual Funds.
- Candidate willing to relocate can also apply
Critical Skills Required
Role Purpose
To maximize sales by planning and implementing organizational strategies and activities in order to achieve assigned business targets.
Key Accountabilities
Interested candidates can also send their CV at richa.s@opusglobalservices.com or reach out on 7428898273
Create a job alert for this search
Relationship Manager • Greater Delhi Area, India
Related jobs
Relationship Manager
Taggd • Delhi, India, India
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.Yo...Show more
Last updated: 18 days ago • Promoted
Relationship Manager
AAA Global • Delhi, India
Relationship Manager – Wealth Management.Anywhere in India or Asia Experience : .About the Role We are seeking experienced.
The ideal candidate will have an existing client base of.You will be respons...Show more
Last updated: 23 days ago • Promoted
Relationship Manager – GRID AI
Grid AI • Delhi, Delhi, India
Relationship Manager for GRID AI.GRID AI, and drive new business opportunities.You’ll be responsible for identifying high-potential partners, engaging them meaningfully, and converting those connec...Show more
Last updated: 14 days ago • Promoted
Relationship Manager
Response Informatics • Delhi, India
Job Duties & responsibilities • Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => .
INR 10M • Ensure timely portfolio review...Show more
Last updated: 1 day ago • Promoted
Wealth Relationship Manager (Delhi)
AUM Capital Market Private Limited • Delhi, India, India
A prominent player in the Capital Market sector, with a nationwide presence and managing assets exceeding INR 20,000+ Crores, is expanding its Wealth Management team and hiring 'WEALTH - RELATIONSH...Show more
Last updated: 8 hours ago • Promoted • New!
Relationship Manager
Kotak Mahindra Pension Fund Ltd. • Noida, Uttar Pradesh, India
Noida, Ahmedabad, Chennai, Bangalore and Pune.Job Profile and Key Responsibilities : .Engaging corporate clients with a view to deepening NPS penetration among their employees through arranging NPS h...Show more
Last updated: 13 days ago • Promoted
Relationship Manager
Nuvama Wealth • Delhi, India
Relationship Manager- B2B Business.We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant / inactive partners mapped under our B2B channel.The ideal...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
YES BANK • Noida, Uttar Pradesh, India
Relationship Manager - SM / AVP.Small Enterprises (SE) - Working Capital Products.We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team....Show more
Last updated: 6 days ago • Promoted
Relationship Manager
PlusWealth Capital Management LLP • Noida, Uttar Pradesh, India
Job Description for Relationship Manager.Job Location – Max Tower, Noida.PlusWealth Capital Management LLP is a proprietary high-frequency trading firm, active in multiple markets including equitie...Show more
Last updated: 4 days ago • Promoted
Relationship Manager
Peoplemint Consultants • Delhi, India
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.Yo...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Anand Rathi Global Finance Limited • Delhi, India
Primary Job Responsibilities : .Sourcing to loan disbursement of LAP Files.Should have market connect of 25+ DSA channels.
Good understanding of various programs like Vanilla income, Low LTV, Banking...Show more
Last updated: 15 days ago • Promoted
Relationship Manager
The Wedding Company • Delhi, India
We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services.
As RM, you will be responsible for cultivating rel...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
PurpleFinch • Delhi, India
Company Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.
We specialize in providing tailored financi...Show more
Last updated: 4 hours ago • Promoted • New!
Relationship Manager – Wealth Management
UpperCrust Wealth Pvt.Ltd. • Delhi, India
Top 5 Reasons to Build Your Career at UpperCrust Wealth.Biggest Wealth-Management Setup in Vadodara.Work with one of the city’s strongest and fastest-growing financial teams.Exposure to Every Major...Show more
Last updated: 13 days ago • Promoted
Associate Relationship Manager
SmartQ • Delhi, India
We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem.
At the core we strive to understand our clients' requ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Brixline • Delhi, India
Role : Relationship Manager Company : Brixline Location : Koramangala, Bangalore Employment Type : Full-Time | On-site.About Brixline : Brixline is on a mission to fundamentally transform the way Ind...Show more
Last updated: 9 days ago • Promoted
Relationship Manager
Axis Bank Limited • Delhi, India
The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling.
The RM will be responsible for identification of potential c...Show more
Last updated: 6 days ago • Promoted
Relationship Manager
upGrad Rekrut • Delhi, India
Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers.
They focus on understanding client needs, providi...Show more
Last updated: 30+ days ago • Promoted