Wealth Relationship Manager jobs in Lucknow

Job RoleEngaging with distributors (IFA / Banks / ND’s) to garner sales.Manage direct selling to cater to the HNI customers in the area.Leverage on market opportunities and develop new client relationships and accountsIdentify & empanel new IFA in the area.Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the...

Job description /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm...

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...

JOB DETAILS 1) Understand customer needs and develop plans to address them 2) Identify key staff in client companies to cultivate profitable relationships 3) Resolve customer complaints quickly and effectively 4) Forward upselling and cross-selling opportunities to the sales team 5) Promote high-quality sales, supply and customer service processes 6) Aim to preserve customers and renew...

1. Sales Achievement personality. 2. Lead Generation.3. Handle Pressure.4. Building Strong Relationship with Clients.5. Ability to Development and Implement strategies.6. Result Oriented.7. Strongly Informed Social Activities.8. Sales & Marketing Trends values. Experience 1 - 3 Years No. of Openings 25 Education Any Master Degree, B.A, Diploma, Any Bachelor Degree Role Relationship...

Job Description Build customer relationships with Existing Members. Manage customer communication - Oral / Written. Resolve customer issues within the TAT. Improve customer care by giving better service to the members. Expand customer base by pitching Upgradation to Members and increase in revenue. Skills required - Communication Oral / Written, Customer service, Problem-Solving, Negotiation,...

Role Summary In the above context, the Relationship managerrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies. Key Accountabilities/ Responsibilities - Team Management. - Channel Relationship. - Workshops, Camps. - Regular training of Bank...

Senior Officer, Branch Relationship Manager, Consumer Banking Group-(WD79541) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits...

Making sure all the leads of the clients after placing orders are met.Ensuring your existing clients are satisfied through after-sales service.Always ask them for true feedback.Servicing the client after receiving the order till the time of collectionof payment.Resolve the queries and questions of all the clients.Give or support the participants/clients about company products orservices.Acting as...

Required RM who's have good communication skills good knowledge of marketplace and good relationship skills Experience 1 - 4 Years No. of Openings 15 Education B.A, B.C.A, B.B.A, B.Com, B.Ed, B.Sc, Post Graduate Diploma, M.A, M.Sc Role Relationship Manager Industry Type Banking / Financial Services / Stock Broking Gender Male Job Country India Type of Job Full Time (Night...

Roles and Responsibilities Acquiring new clients & managing a portfolio of Government + State PSU’s) Ensure a strong relationship with existing accounts. Focus on offering financial solutions & cross selling. Actively and consistently seek an opportunity to expand share of wallet of the customer base Build knowledge of all the products being offered to customers. Maintain ongoing contact with...

Roles and Responsibilities Job Title Relationship Manager (RM) OPD & Health Card Position Type Full-time Department Sales & Business Development Reporting Manager VP Sales Location Pan India Email and Phone No. komal@gpaarogya.com About Company GP Aarogya Healthcare Technology Pvt Ltd, established in 2020, is India's first healthcare company in joint venture with Aaradhya Finance...

We are seeking a high-energy and self-motivated Relationship Manager – Agri-Finance to drive business in the Tractor Loans and Retail segment. The role involves sourcing working capital loans for Agri-related industries, food processing units, and MSMEs, while ensuring quality portfolio growth and customer satisfaction. The ideal candidate should possess strong interpersonal skills, financial...

Job requirement for female candidate relationship manager required good personality good communication skill Experience 1 - 3 Years No. of Openings 5 Education Higher Secondary, Secondary School, Professional Degree Role Executive Relationship Manager Industry Type Advertising / MR / PR / Events Gender Female Job Country India Type of Job Full Time Work Location Type Work from...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

Job Title: Enterprise Risk Manager (ERM) Location: Mumbai Experience Required: 10–14 Years Industry Preference: Broking / Capital Markets / Financial Services About the Role Paytm Money is looking for an experienced Enterprise Risk Manager to strengthen its risk governance framework across all business lines, particularly Equity, F&O, MF, and Wealth products. The role involves driving a...

Job description The role in a gist: As FlexiLoans enters the next orbit of growth, we are looking for people with the passion and hunger to make a dent in the MSME ecosystem. In this role you will be Relationship Management with the DSA Channels. Sounds like you? Read more on what we are looking for in the role. What you will work on: ● Graduate with experience in handling unsecured business...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term...

JOB DETAILS Building and maintaining profitable relationships with key customers. Resolving customer complaints quickly and efficiently. Keeping customers updated on the latest products Conducting business reviews using CRM programs. Preparing MIS for all sales Female only with hotel/hospitality sector experience Excellent interpersonal and communication skills. Proficient in all Microsoft...

We are seeking a committed and results-oriented Team Collections Manager to lead recovery efforts within the Relationship Banking Group. The role involves managing collections across assigned areas, ensuring portfolio quality, and adhering to internal processes and audit requirements. The ideal candidate should be a graduate with strong persuasion skills, a passion for collections, and the...