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541 jobs found for Relationship Manager - Broking Delhi

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  • - Responsible for selling Third Party Products like Mutual Funds. - Prospect and acquire new customers through direct/natural market - Engage clients in meaningful conversations about their finances and financial aspirations and take active interest in their financial investments. - Process inputs provided by research team and other sources and apply them to the specific context ...

  • -Execute trades on live terminal and collect the cheques for the trade value from clients. - Educate clients about market behavior and encourage them to trade on line by themselves. - Acquire new clients through references and prospecting. - Gather market sentiment through research and data analysis. - Monitor BSE/NSE and other international markets' performance. - Provide key clients daily information related ...

  • - Execute trades on live terminal and collect cheques from clients. - Educate clients about market behavior and encourage them to trade on line by themselves. - Acquire new clients through references and prospecting. - Gather market sentiment through research and data analysis. - Monitor BSE/NSE and other international markets' performance. - Provide key clients daily information related to trading and market ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with Retail/ HNI clients and handling and reviewing their portfolios. 4.Portfolio Management, client servicing for an existing portfolio in terms of investments

  • and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with Retail/ HNI clients and handling and reviewing their portfolios. 4.Portfolio Management, client servicing for an existing portfolio in terms of investments

  • Interacted with the customers to understand their needs/ requirements while assisting them for the required services and maintaining customer relationships to build the future perceptiveness Created customer focused approach among the sales team. Enhanced client servicing through focused approach

  • Job description. To promote and sell GCL/MRTA products through bank staff and achieving sales targets - Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Company’s product offerings and understand their issues/ concerns about selling insurance - To ensure that all service requirements are met, medicals facilitated and customers are satisfied - Activate ...

  • -Managing entire recruitment gamut on PAN India basis, and ensuring a smooth and positive candidate experience -Evaluating the best available resources through options like Headhunting, Internal Database, Web and Job Portals and also reference through candidates to get the best fit

  • and college choices Location : New Delhi Experience : 2 – 5 Years Function : Sales & Marketing Vacancy : 4 Job Description : *Responsible for new client acquisition by selling company's cloud based personalized learning guidance platform to schools in designated region *Giving product demo to school Location : New Delhi Experience : 2 – 5 Years Function : Sales & Marketing Vacancy : 4 Job Description : *Responsible for new ...

  • 1.Ensure meeting Business targets in stipulated time. 2.No. of leads generated on monthly basis (xyz %) 3.Ensuring minimal compliance issues (%) 4.Cross sell /up selling of insurance products (atleast xyz %). 5.Cover note maintenance. 6.Ensures smooth cover note management. 7.Client Relationship

  • 1.Ensure meeting Business targets in stipulated time. 2.No. of leads generated on monthly basis (xyz %) 3.Ensuring minimal compliance issues (%) 4.Cross sell /up selling of insurance products (atleast xyz %). 5.Cover note maintenance. 6.Ensures smooth cover note management. 7.Client Relationship

  • education to learn about new products and improved account management techniques Tracks sales statistics / Forecasts and submits them to Manager for periodic reviews Operate as the lead point of contact for any and all matters specific to customers in the portfolio. Develop a trusted advisor relationship

  • compliance issues (%) 4.Cross sell /up selling of insurance products (atleast xyz %). 5.Cover note maintenance. 6.Ensures smooth cover note management. 7.Client Relationship Management. 8.CRM usage and its implementation. 9.MIS/ data management & Protection. 10.Graduate with Excellent English communication

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