48 Job openings found

Profile: Relationship Manager Qualification: CA or MBA (Finance) Experience: Minimum 2- 3 years Location: Mumbai Roles and Responsibility: 1. Deal with corporate clients from SME’s or large corporations and advice them on various banking and financial products and services offered by various banks 2. Should have sound financial knowledge, thorough ...

Job Description Job Roles and Responsibilities  Relationship Manager /Senior Relationship Manager Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor  Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.  Leads to be converted into login and get it ...

Description:   Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

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 ...

Job Description   .You will drive the business by searching for affordable housing projects. You will build our product & shape our culture .You would need to ensure a WOW experience for the customers while complying with Home First's policies so you are the architect of our support system .You will be a critical ...

Key Roles & Responsibility : Prepare and maintain transfer documents for flat buyers. Maintain client records (Master Sheet/Consideration/Outstanding), track interactions, and follow up on services and payments. Coordinate between customers and internal teams to ensure smooth service delivery. Address and resolve customer issues promptly to maintain trust and long-term relationships. Collect customer feedback and suggest ...

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

Job description: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a ...

1. Job Summary - We are a fast-growing medical device manufacturing company based in Surat, is seeking a Customer Relationship Manager (CRM Manager) to manage and strengthen relationships with both national and international clients. The ideal candidate will be proactive, articulate, customer-focused, and experienced in managing outbound calls, customer service, and lead ...