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764 jobs found for Relationship Manager Investment Advisory

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  • relationships that is converted. To ensure high level of customer satisfaction. To execute cross-sell efforts as per focus of the Bank at a given point of time ...

  • relationships that is converted. To ensure high level of customer satisfaction. To execute cross-sell efforts as per focus of the Bank at a given point of time ...

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • the potential clients through networking, database, market analysis and references. • Generating cross-sell revenue and doing 360 degree financial planning by wealth management. • Managing and improving relationship values through clienteling. • Liaison with operations team to resolve queries and revenue

  • Educate the Customer about the insurance product Cold calling to arrange meetings with potential customers to prospect for new business Close the leads assigned by the call center team Activation of Maximizer and Daily follow up and lead updation in Maximizer Customer Servicing Collection of Renewals Attending team meeting and sharing best practice with colleague Team Lead And responsible towards ...

  • Educate the Customer about the insurance product Cold calling to arrange meetings with potential customers to prospect for new business Close the leads assigned by the call center team Activation of Maximizer and Daily follow up and lead updation in Maximizer Customer Servicing Collection of Renewals Attending team meeting and sharing best practice with colleague Team Lead And responsible towards ...

  • Educate the Customer about the insurance product Cold calling to arrange meetings with potential customers to prospect for new business Close the leads assigned by the call center team Activation of Maximizer and Daily follow up and lead updation in Maximizer Customer Servicing Collection of Renewals Attending team meeting and sharing best practice with colleague Team Lead And responsible towards ...

  • Educate the Customer about the insurance product Cold calling to arrange meetings with potential customers to prospect for new business Close the leads assigned by the call center team Activation of Maximizer and Daily follow up and lead updation in Maximizer Customer Servicing Collection of Renewals Attending team meeting and sharing best practice with colleague Team Lead And responsible towards ...

  • Educate the Customer about the insurance product Cold calling to arrange meetings with potential customers to prospect for new business Close the leads assigned by the call center team Activation of Maximizer and Daily follow up and lead updation in Maximizer Customer Servicing Collection of Renewals Attending team meeting and sharing best practice with colleague Team Lead And responsible towards ...

  • Educate the Customer about the insurance product Cold calling to arrange meetings with potential customers to prospect for new business Close the leads assigned by the call center team Activation of Maximizer and Daily follow up and lead updation in Maximizer Customer Servicing Collection of Renewals Attending team meeting and sharing best practice with colleague Team Lead And responsible towards ...

  • Educate the Customer about the insurance product Cold calling to arrange meetings with potential customers to prospect for new business Close the leads assigned by the call center team Activation of Maximizer and Daily follow up and lead updation in Maximizer Customer Servicing Collection of Renewals Attending team meeting and sharing best practice with colleague Team Lead And responsible towards ...

  • 1.To deliver the desired revenue target numbers 2.Handling MF,PMS, PE ,LI,GI, Fixed Income Products, Mortgage, Real Estate, Equity advisory, etc 4.Financial planning of the customer 5.To provide solutions to the Customers financial needs

  • 1.To deliver the desired revenue target numbers 2.Handling MF,PMS, PE ,LI,GI, Fixed Income Products, Mortgage, Real Estate, Equity advisory, etc 4.Financial planning of the customer 5.To provide solutions to the Customers financial needs

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