Talent.com
Relationship Manager
Relationship ManagerRECEX • Vadodara, Gujarat, India
Relationship Manager

Relationship Manager

RECEX • Vadodara, Gujarat, India
22 days ago
Job description
  • To up sell MF products to Retail / HNI Clients as per the assigned database generation of fresh leads through reference to shore up the clientele.
  • Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.
  • Profiling customers and provide financial products to meet customer needs
  • Ensuring the highest levels of service to the client / HNI customers
  • Providing Investment planning and advice
  • Achieving sales and revenue targets spread across product mix
  • One point contact for the assigned customer
  • Acquisition and amp; Servicing of HNI / UHNI customers.
  • Key Skills

    Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

    Create a job alert for this search

    Relationship Manager • Vadodara, Gujarat, India

    Related jobs
    Relationship Manager – Wealth Management

    Relationship Manager – Wealth Management

    UpperCrust Wealth Pvt.Ltd. • Vadodara, Gujarat, 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: 7 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Confidential • Vadodara
    Team Building : Take ownership of building a high-performing sales team by leveraging your personal and professional network. Recruit, onboard, and retain talented team members to strengthen the bran...Show more
    Last updated: 26 days ago • Promoted
    Relationship Manager – Mutual Funds

    Relationship Manager – Mutual Funds

    Confidential • Vadodara
    We are looking for an experienced and client-focused.Relationship Manager – Mutual Funds.The ideal candidate will have strong expertise in. Develop, manage, and retain relationships with individual ...Show more
    Last updated: 26 days ago • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    HDFC securities • Vadodara, Gujarat, India
    Immediate joiners preferred Location : Ahmedabad Relationship Manager / Senior Relationship Manager - Ahmedabad Experience required : 5 Years+ Job Description : - Execution of trade orders on behal...Show more
    Last updated: 20 days ago • Promoted
    Relationship Manager – NR Affluent-RETAIL NR-Relationship Manager

    Relationship Manager – NR Affluent-RETAIL NR-Relationship Manager

    Confidential • Vadodara, India
    Relationship Manager - NR-RETAIL NR-Regional sales.Create a world class NR liability for Kotak Mahindra Bank to take care of the funding requirements of the Kotak Mahindra Bank.Meeting monthly acqu...Show more
    Last updated: 22 days ago • Promoted
    Relationship Manager

    Relationship Manager

    AAA Global • Vadodara, Gujarat, India
    Relationship Manager – Wealth Management Location : Anywhere in India or Asia Experience : 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management...Show more
    Last updated: 17 days ago • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltd • Vadodara, Gujarat, India
    Position Overview You will be responsible to manage a team of Virtual Relationship Managers (VRMs).This team will promote stock market products and grow digital revenue through virtual channels.You...Show more
    Last updated: 22 days ago • Promoted
    Business Relationship Manager WC - Alternate Channel-SALARIED PL AND WORKING CAPITAL-Sales

    Business Relationship Manager WC - Alternate Channel-SALARIED PL AND WORKING CAPITAL-Sales

    Confidential • Vadodara, India
    Business Relationship Manager WC-Alternate Channel-Sales.Job Role : Business Relationship Manager.Manage and service existing portfolio of WC clients including renewal and enhancement of limits.Buil...Show more
    Last updated: 26 days ago • Promoted
    CBG : SBB Relationship Manager - Working Capital

    CBG : SBB Relationship Manager - Working Capital

    Confidential • Vadodara, India
    Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get.RMs manage a team of executives responsible. NTB acquisition as well ETB portfolio They will en...Show more
    Last updated: 26 days ago • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Confidential • Vadodara, India
    We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepeni...Show more
    Last updated: 26 days ago • Promoted
    Relationship Manager - Affluent-AFFLUENT-Relationship Manager

    Relationship Manager - Affluent-AFFLUENT-Relationship Manager

    Confidential • Vadodara, India
    As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients.This role demands a deep u...Show more
    Last updated: 21 days ago • Promoted
    Jainam - Relationship Manager

    Jainam - Relationship Manager

    Jainam Broking Limited • Vadodara, India
    Role Overview : As a Relationship Manager, you will be responsible for leading a team of Branch Relationship Managers (RMs), driving revenue targets, managing client portfolios,...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Opus Global Services India • Vadodara, IN
    Role : Relationship Executive / Relationship Manager – CEC.Graduate / Post-Graduate / MBA with a minimum of 2 years of experience in the BFSI sector. Preference will be given to NISM 5A & 21A certifi...Show more
    Last updated: 9 hours ago • Promoted • New!
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • Vadodara, Gujarat, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show more
    Last updated: 30+ days ago • Promoted
    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    Confidential • Vadodara, India
    We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening e...Show more
    Last updated: 22 days ago • Promoted
    Branch : Relationship Manager - Priority Banking

    Branch : Relationship Manager - Priority Banking

    Confidential • Vadodara, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Call2Connect • Vadodara, Gujarat, India
    Position : - Relationship Manager Mode : - Online digital sales Product : - Ulip plans(mutual Fund) Some basic eligibility criteria are given below : : - Graduate / Post-graduate (Preferred) Financial pro...Show more
    Last updated: 13 days ago • Promoted
    Relationship Manager- IFA

    Relationship Manager- IFA

    Confidential • Vadodara
    Build strong relationships with Independent Financial Advisors (IFAs).Onboard new IFAs and train them on our products and systems. Help IFAs understand and sell our investment or insurance products....Show more
    Last updated: 30+ days ago • Promoted