Relationship Manager jobs in New Delhi District

Job Role - Meeting the Clients & developing Trust & relationship. - Customer interactive role with Portfolio Management experience. - Portfolio/Investment Engineers, who can help in designing portfolios. - Advice and suggesting different investment avenues to HNI clients. - Acquiring and catering to new HNI clients. - Growing the existing AUM book size. - Products- Mutual Fund/ PMS/AIF. Job...

Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Sr. Relationship Manager / Investment...

Interested candidates can share their cv at shivangibhardwaj@policybazaar.com 9717060231 Job Title: Relationship Manager Company: PolicyBazaar Location: Delhi Experience: 1+ Years in Insurance Companies/DSAs Role Overview: We are seeking a dynamic and result-driven Relationship Manager to join our growing team in Chandigarh. The ideal candidate will have a proven track record in the...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities - Dialogue...

About Policybazaar for Business: Policybazaar for Business is the B2B vertical of Policybazaar.com, India’s leading online insurance marketplace. We specialize in providing customized insurance solutions to professionals, SMEs, and corporates. Our Professional Indemnity product is designed to safeguard professionals such as doctors, lawyers, consultants, and other practitioners from legal and...

About the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role Responsibilities - Building and Maintaining...

To acquire, manage, and grow banking relationships with emerging corporate clients by providing working capital solutions, trade finance, transactional banking, and cross-sell of all relevant banking products. The role involves portfolio management, credit assessment, business development, and ensuring high customer satisfaction. Key Responsibilities A. Business Development &...

About the Role - The role is with NBFC As a Relationship Manager - Private Wealth, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial Products....

JOB DESCRIPTION Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales. Key responsibilities: - Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. - Responsible for...

Relationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and...

Job Title: B2C Relationship Manager Company: Arham Share Pvt Ltd. Locations: Delhi| Ahmedabad | Rajkot | Mumbai |Kanpur Job Type: Full-time Salary: As per industry standards About Us: Arham Share Pvt Ltd is a one-stop solution for all financial needs, curated to meet diverse investment goals. With over 15 years of experience in the financial industry, we specialize in equity trading,...

We are hiring for SBI Bank for Wealth Management Department. This role is responsible for leading the Wealth Management Relationship Team, driving business growth through acquisition and deepening of HNI and Affluent client relationships. The incumbent will manage sales performance, ensure high-quality financial advisory, and achieve key business metrics such as Total Relationship Value (TRV)...

Job Title: Relationship Manager – InsuranceLocation: ChemburEmployment Type: Full-Time Experienced/FresherProven experience in acquiring and managing insurance clients across life, health, and general insurance segments.Must be able to explain insurance plans, assess client needs, compare policies, and confidently handle objections and questions around policy terms, benefits, and claim...

Role ObjectiveA key objective of this position is to manage and optimize Customer Relationship Management (CRM) systems and associated applications to ensure smooth business operations and enhance user adoption across global teams. The role involves coordinating with field staff, ensuring accurate reporting, supporting expense management processes, and driving CRM-related initiatives and training...

Job Profile – Relationship Manager- Assisted Sales / Senior Relationship Manager Location-Noida-Sec-6 Walk-in address: 2nd floor, Plot No, 1st and, F1, Sector-6, Noida, Uttar Pradesh 201301 Interview Timing : 10 am to 4 pm. Job Opening: Relationship Manager / Senior Relationship Manager Location: Sector 6, Noida Department: Online Sales Working Days: 6 days/week Job Description:- We are...

We’re seeking a Client Relationship Manager / Account Manager to build and nurture key client relationships, manage accounts end-to-end, and identify opportunities for business growth across our IT services portfolio. Key Responsibilities • Manage strategic client relationships and ensure customer satisfaction. • Identify upselling and cross-selling opportunities. • Coordinate with...

Urgent Hirirng For Relationship Manager Position: Sr. Relationship ManagerExperience- 2 + yearsCtc- upto 9 lpa ( Depends on interview )Working Days- 6 daysLocations: Lucknow- Indore- Patna- Jaipur- Kolkata- Bangalore- Pune Job Responsibilities:Relationship Manager should have a good demographic understanding of IFA’s/HNI/UHNI families across the state and cities.A good working relationship with...

Position Overview You will be responsible to manage a team of Virtual Relationship Managers (VRMs). This team will promote stock market products and grow digital revenue through virtual channels. You will be responsible for setting team goals, creating revenue strategies, and ensuring optimal performance through client activation, revenue generation and client retention strategies. You will...

PRIMARY JOB RESPONSIBILITIES - It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence- He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence- Promote Focus Product of the month- Maintain records of business on internal software CRM etc. Should be...