65 Job openings found

  RELATIONSHIP  MANAGER Location : Kolkata, Ranchi, Mumbai, Jamsedpur Requirements: Should have Geographical Knowledge of West Bengal   Good communication Skills ( English , Hindi )    Open to travel across WB Recruitment of Advisors ( ARN & Non-ARN) & also have a client base Qualification - Any Graduation and NISM - VA ( AMFI ) certified CTC – 4 – 5 ...

💼 Position: Service Advisor (Relationship Manager) 💰 CTC: ₹18,000 – ₹30,000 per month (Based on experience & skills) 🧰 Job Description: We are looking for an energetic and customer-focused Service Advisor (Relationship Manager) to join our Service Department at Pratik Automobiles.The ideal candidate should have strong communication skills, a customer-first attitude, and a ...

Job Overview: The Customer Relationship Manager (CRM) will be responsible for managing customer interactions and resolving issues related to billing, escalations, and overall customer satisfaction (CSAT). The role involves working closely with various internal teams, ensuring timely billing processes, handling customer complaints, and continuously improving the customer experience to maintain high ...

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 Summary:We are looking for a customer-focused CRM professional to manage post-sales customer relationships, documentation, payment follow-ups, and coordination throughout the property buying journey. The candidate should have experience in real estate CRM and excellent communication and coordination skills. Key Responsibilities: Manage customer relationships from booking to possession and post-sales services. Handle customer ...

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 ...

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 ...

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 ...