Job Summary: The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products. Key...
About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...
Role overview: As the Relationship Manager for Lending Partnership at Rupeek Fintech, your role is pivotal in establishing, scaling and managing driving strategic initiatives in partnerships with lender partners. You will be expected to drive engagement on all levels - management, technology, product, operations, PnL and finance - between Rupeek and partner banks to deliver strong book and...
Lead a team of Relationship Officers for consistent business development, customer acquisition and retention and for achieving business & revenue targets while ensuring quality service to customers, operational adherence, asset quality of portfolio. Manage operations and overall functioning of the branch assigned. Candidates (Graduates / Post Graduates) with minimum 2 years of experience in...
Relationship Manager - Commercial Vehicles • Relationship Manager who will be responsible for sourcing of new business from open market / RL branch network or CA / DSA channel network. • Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC) •...
Responsibilities: Maintaining a deep knowledge of company products and services.Building and maintaining strong relationships with prospective and existing clients.Researching and pursuing new business opportunities.Identifying clients’ needs and requirements and proposing suitable solutions.Providing clients with comprehensive product/service consultations and guiding their decision-making...
Job description JOB DESCRIPTION – Relationship Manager Job Title Relationship Manager Function Sales Reports To Territory Manager Location Multiple Job Purpose: To maximize the sales of a company's goods or services by making powerful and successful sales presentations in different settings to crack profitable deals and referrals and thereby achieve sales target Key Responsibilities: ...
Key Responsibilities: - Drive sales targets by engaging with customers through calls & virtual platforms - Promote and support bank staff incentive programs - Manage & develop customer relationships virtually - Cross-sell & up-sell life insurance products effectively Requirements: - Minimum 1 year of experience in Life Insurance / Bancassurance - Graduation is mandatory - Age limit: Up to 34...
we are looking for 1 relationship manager post in kochi/cochin, with deep knowledge in customer relationship, interpersonal skills, negotiation skills, team management skills, customer service and required educational qualification is : , other bachelor degree. Experience 0 - 2 Years No. of Openings 1 Education B.B.A, Any Bachelor Degree Role Relationship Manager Industry Type Banking /...
Job Description Build customer relationships with Existing Members. Manage customer communication - Oral / Written. Resolve customer issues within the TAT. Improve customer care by giving better service to the members. Expand customer base by pitching Upgradation to Members and increase in revenue. Skills required - Communication Oral / Written, Customer service, Problem-Solving, Negotiation,...
Roles and Responsibilities Position Purpose Relationship Manager is responsible for acquiring New to Bank Customers and manage existing Bank Customers in the Business Banking space as well as ensure portfolio health & hygiene, and work towards Income generation through Interest income, Fees etc from Fund based and non -und based products. This position will work with key stakeholders like...
Job Title: Enterprise Risk Manager (ERM) Location: Mumbai Experience Required: 10–14 Years Industry Preference: Broking / Capital Markets / Financial Services About the Role Paytm Money is looking for an experienced Enterprise Risk Manager to strengthen its risk governance framework across all business lines, particularly Equity, F&O, MF, and Wealth products. The role involves driving a...
Associate,Treasures Relationship Manager, Consumer Banking Group-(WD79322) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits...
Join Tata AIA Life Insurance, aleading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tata'sesteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, ourvision is to be the pre-eminent protection provider enabling...
Generate Revenue by getting business from leads generated through assigned Bank. Cascade the incentive programs to Banks Staff Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Develop new markets/ segments in line with company sales strategy from time to time. Build a good customer base in order to cross-sell &...
About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...
Roles and Responsibilities Relevant product experience, Good communication skills. If someone with a good wealth experience, RM who has very good knowledge on Investment and Insurance can be considered too. Can also explore AMC(Asset management company) staff, From the mutual fund houses in these locations. They have the right knowledge and skill set for an Investment Specialist role, and the...
Responsibilities: Setting and monitoring sales objectives.Providing sales strategies, feedback, and marketing plans.Contributing to meeting sales targets.Keeping up-to-date with industry developments.Answering customer queries.Mediating disputes with customers. Insurance Sales Manager Requirements: Previous experience in Insurance.Sales acumen.Solid understanding of policies and products.Be...
Generate Revenue by getting business from leads generated through assigned 4-5 Bank. Cascade the incentive programs to Banks Staff Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Develop new markets/ segments in line with company sales strategy from time to time. Build a good customer base in order to cross-sell &...
Roles and Responsibilities RM position in Kerala only at M3/M4 level from SME background with knowledge on working capital products and minimum six years of experience in banking and sales of working capital products. Sales ability of a very high order Should have good knowledge of geography, land documentation & cropping patterns Knowledge and understanding about the compliance policies and...