Relationship ManagerResponse Informatics • Palakkad, IN
No longer accepting applications
Relationship Manager
Response Informatics • Palakkad, IN
22 hours ago
Job descriptionEnsure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist Ensure complete knowledge of all products & services through continuous skill and knowledge Resolve customer queries and complaints within the agreed TAT as per the DBS customer service Provide feedback on market, competition and products, suggest innovations & ideas for Keep attuned to the current economic and financial markets to be current and proficient to ensure Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health To exercise appropriate due diligence while on-boarding and engaging with clients. Establish a primary banker for clients and as a prominent wealth management provider in India. Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the brand in the Private Wealth management space
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
with clients.
improvement.
policy.
continuous product and service improvements.
effective engagement with the elite segment of Treasures customers.
teams, Product specialist at branches to ensure that team objectives are met through an environment
that nurtures harmony and collaboration through team work
Safety standards, security of premises, AML / KYC and ongoing risk reviews.
Create a job alert for this search
Relationship Manager • Palakkad, IN
Related jobs
)
Manager - CRM
Emeritus • Palakkad, IN
Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world.It does this by col...Show more
Last updated: 30+ days ago • Promoted
Investor Relation Executive
Talentoj • Palakkad, IN
Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems.
You have basic financial knowledge.Show more
Last updated: 24 days ago • Promoted
Relationship Manager
Response Informatics • Pālghāt, Republic Of India, IN
Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and.Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist.Ensure c...Show more
Last updated: 8 hours ago • Promoted • New!
Sr Investment Relationship Manager
Waytogo Consultants • Pālghāt, Republic Of India, IN
Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.Develop strong relationships with clients through a consultative approach and customized inves...Show more
Last updated: 8 hours ago • Promoted • New!
Urgent Opening- Sr Relationship Manager
Bajaj Capital Ltd • Pālghāt, Republic Of India, IN
Designation- Relationship Manager / Sr Relationship Manager.Develop and provide solutions to the client’s basis their requirements.
Conduct timely and regular follow-up with the leads and tag them on...Show more
Last updated: 9 hours ago • Promoted • New!
Field Sales Counsellor
NIIT Limited • Palakkad, IN
Knowledge of Micro Market of the territory, prospect base, ecosystem (Employment exchanges, third party employers, non-organized sectors, tier-3 colleges, Alumni base, etc ).Conduct multiple activi...Show more
Last updated: 11 days ago • Promoted
Nr Relationship Manager
Kotak Mahindra Bank • Pālghāt, Republic Of India, IN
Acquire new NRI clients and build long-term relationships.Cross-sell banking and investment products (liabilities, assets, forex, insurance, mutual funds).
Ensure accurate documentation, KYC, and RB...Show more
Last updated: 8 hours ago • Promoted • New!
Relationship Manager- Sme / Mid Corporates
The Premier Consultants ( Recruitment Company ) • Pālghāt, Republic Of India, IN
This is regarding a Job Opportunity with a leading Bank.Designation- AVP / DVP- Relationship Manager- SME / Mid Corporates.
Acquisition of NTB (New to bank).Responsible for maintaining quality portfolio...Show more
Last updated: 8 hours ago • Promoted • New!
Cfp & Relationship Manager
Hireginie • Pālghāt, Republic Of India, IN
Is a leading fintech platform transforming the way new-age Indians manage their finances.By leveraging technology, we offer smarter, faster, and more convenient financial solutions.With over ₹1000 ...Show more
Last updated: 8 hours ago • Promoted • New!
Delegate Acquisition Manager
REDD Media • Palakkad, IN
Delegate Acquisition Manager – Hotel Guest Experience Forums.Full-Time or Freelance | Remote | Global Markets : India, Middle East, Europe & UK).
Redd Media Limited is a forward-thinking company comm...Show more
Last updated: 24 days ago • Promoted
Employee Relations (ER) Shift Lead
Tata Electronics • Palakkad, IN
Tata Electronics is a prominent global player in the electronics manufacturing industry, with fast-emerging capabilities in Electronics Manufacturing Services, Semiconductor Assembly and Test, Semi...Show more
Last updated: 26 days ago • Promoted
Real Estate Sales Coach
Greenfields Real Estate • Palakkad, IN
The ideal candidate will be responsible for finding prospective clients, understanding their criteria, and find living spaces that fit this criteria.
You will then negotiate rent and drive our buyer...Show more
Last updated: 21 days ago • Promoted
Brm(Branch Relationship Manager)
Response Informatics • Pālghāt, Republic Of India, IN
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our.DBS has a full spectrum of products and services, including.
NRI), investments, insurance, mortgages, cred...Show more
Last updated: 8 hours ago • Promoted • New!
CFP & Relationship Manager
Hireginie • palakkad, kerala, in
Is a leading fintech platform transforming the way new-age Indians manage their finances.By leveraging technology, we offer smarter, faster, and more convenient financial solutions.With over ₹1000 ...Show more
Last updated: 16 hours ago • Promoted • New!
Relationship Manager
Nuvama Wealth • Pālghāt, Republic Of India, IN
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: 6 hours ago • Promoted • New!
Relationship Manager
Petpooja • Pālghāt, Republic Of India, IN
Petpooja Restaurant Billing Platform.You will represent Petpooja in the market, drive sales targets, and ensure customer satisfaction.
Two-wheeler with a valid driving license.Generate leads through...Show more
Last updated: 30+ days ago • Promoted
Customer Relationship Management Manager
Limelight Lab Grown Diamonds • Pālghāt, Republic Of India, IN
Minimum 3-4 plus years of experience in CRM, ORM, or customer lifecycle roles preferably in luxury, fashion, jewelry, or high-end retail.
Strong command of CRM tools (e.Zoho CRM, Salesforce, HubSpot...Show more
Last updated: 8 hours ago • Promoted • New!
Business Development Manager (US Staffing Services)
Integration International Inc. • Palakkad, IN
Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested.
A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show more
Last updated: 30+ days ago • Promoted