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128 jobs found for Asst Relationship Manager / Relationship Manager in Pune

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  • Acquisition of new clients (Demat / trading a/ cs: Equity/ Commodity / Currency). 2. Selling Investment product like Demat A/ c, Mutual Fund, PMS, Life Insurance. 3. Holding & Participating in events for lead generation activities. 4. Maintaining client relationship. 5. Generating references from

  • Responsibilities : Acquisition of new clients (Demat / trading a/ cs: Equity/ Commodity / Currency) . Selling Investment product like Demat A/ c, Mutual Fund, PMS, Life Insurance. Holding & Participating in events for lead generation activities. Maintaining client relationship. Generating

  • Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer Service Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behaviour Enhance

  • acquisition / customer retention / relationship management. Understanding of commercial and financial principles with excellent presentation and relationship building skills. Good analytical skills , ability to network and develop strong relations with decision makers are basic necessities. Proficiency in MS

  • Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

  • Achieve the set business targets on ANP and case count Acquire New Customer through following: Leads Natural market References Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model. Up- sell & Cross Sell the Orphan Base of Customers allocated ...

  • The relationship manager will be responsible for acquiring preferred clients (HNI/ Ultra HNI). Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach

  • ​ involves acquisition of Trade (Export / import) clients, and they maintain the relationship for 1 year 2.Requires good communication and client engagement skills

  • Deep understanding of the B2C & Fleet management business, brands with which they maintain/service and their purchase vendors Understand the CarOK goals & needs and clearly articulate the objectives of the initiative. Strategic involvement, ability to develop pitches for CarOK that is compelling Capability Development Communicate CarOK objectives to all team members to ensure consistency Communicate and ...

  • 1-Acquiring high net worth individuals and providing with tailored broking & financial services with the goal of sustaining and growing long-term wealth 2-Developing strategies for the client’s portfolio as per the client’s Investment Policy Statement and the current market trend & conditions 3-Analyzing the prevalent financial & economic environment; identifying business risks, monitoring client’s ...

  • Desired Profile: 1. Good communication 2. Marketing skill 3 .Presentable 4. Based in respective location for minimum 1 year 5. 10+2/10+3 years of education 6. Minimum 6 months to 1 year of direct sales experience ( preferably in BFSI/NBFC) Location: Chennai/Coimbatore Responsibilities : - Direct selling to the customers via appointments ( Office/ Home visits). - Ensure that leads/ appointments allocated by the call ...

  • Responsible for selling Mutual fund Products. Prospecting of customers through New client acquisition, network, data base, References and open market. Ability to inspire trust and confidence in clients. To engage clients in meaningful conversations about their finances and take active interest in their financial investments. Ability to process several inputs provided by research team and other sources ...

  • Continuous engagement with the portfolio customers mapped as per the contact policy Call handling as per defined standards. Resolution of customer queries Promoting Digital Banking services Complete and accurate capture of call interactions Sales

  • relationships Graduate Minimum 1 year experience in CASA, Corp Sales, Insurance, FDs, Asset Products Excellent networking and acquisition skills Thorough overall understanding of banking Knowledge of local language and area Good communication skills Confident

  • Research on various sectors to identify potential corporate Understanding of balance sheet, profit loss statements, financial ratios, credit proposal preparation. Support the Relationship team to grow revenues and client base Work with product and support teams under the guidance of RM Support

  • We have opening for Asst Relationship Manager / Relationship Manager , Candidates will be required to sell Metlife Insurance to bank customers either through bank walk-in client or calling & visiting bank . The leads are given by the PNB Bank

  • To plan and carry out operations of the store, so as to maintain smooth functioning of the store with focus on sales up gradation by maintaining high standards, in accordance with agreed business plans. Ensure upkeep of store premises & manage all the equipment's of the store for smooth operational

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