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Relationship Manager - Full Time

Rojgari Placements Pvt. Ltd

  • 2 - 8 yrs
  • Ahmedabad
Relationship Manager Relationship Officer Sales Insurance Insurance Sales Sales Executive Field Sales Mutual Funds Sales Loan Sales Financial Product Sales Sales Officer Customer Relationship Team Management Skills BFSI Negotiation Skills HNI Acquisition Customer Service Interpersonal Skills
We are seeking a dedicated Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 8 years of experience and a graduate degree. This full-time position requires a professional who excels in building and maintaining strong relationships with clients.Position:- Relationship ManagerLocation:- AhmedabadQualification:- graduationExperience:- Minimum 2 yearsNeed minimum 2 years experience in sale of insurance, mutual funds, loan sales, financial products etc...Interested candidate can contact on 7623888872
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  • 15 - 25 yrs
  • 25.0 Lac/Yr
  • Tarapur Palghar
Audit Management Financial Compliance Strategic Planning Budgeting Financial Reporting Financial Analysis Cash Flow Management Cost Control Stakeholder Management Investment Analysis
We are looking for a General Manager Finance to oversee accounting, budgeting, and financial planning. The ideal candidate should have extensive experience in finance, strong leadership skills, and a solid understanding of financial regulations.**Key Responsibilities:**- **Financial Management:** Oversee financial operations and ensure compliance with regulations to maintain the organization's financial health.- **Budgeting:** Lead the budgeting process by preparing and monitoring the annual budget, ensuring alignment with business objectives.- **Financial Reporting:** Provide accurate and timely financial reports to senior management, assisting in strategic decision-making.- **Team Leadership:** Manage and mentor the finance team, fostering a collaborative environment and developing their professional growth.- **Cash Flow Management:** Monitor and manage cash flow, ensuring the organization's liquidity and financial stability.- **Risk Management:** Identify and analyze financial risks and develop strategies to mitigate them.- **Stakeholder Interaction:** Liaise with external stakeholders such as auditors, banks, and regulators, ensuring transparent communication and relationship management.**Required Skills and Expectations:**The candidate must have a Chartered Accountant (CA) or ICWA qualification and possess 15-25 years of experience in finance roles, with a focus on leadership. Strong analytical skills, attention to detail, and proficiency in financial software are essential. The candidate should have excellent communication skills to interact with various stakeholders effectively. A strategic mindset and the ability to adapt to changing environments are crucial for success in this role. This position requires a male candidate, who will work full-time at our Tarapur office.
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  • 2 - 3 yrs
  • Kalaburagi Gulbarga
Banking Operations Knowledge Team Handling & Staff Supervision Cash Handling & Transaction Monitoring Loans Insurance Risk Management & Compliance Awareness Problem-Solving & Decision-Making CRM
Key Responsibilities:Manage daily accounting operations and maintain financial recordsMonitor cash transactions, deposits, and withdrawalsPrepare and verify ledgers, balance sheets, and financial reportsEnsure compliance with banking policies, KYC, and audit requirementsHandle account reconciliation and resolve discrepanciesSupport internal and external auditsSupervise junior accounting staff and ensure workflow efficiencyAssist Branch Manager in overall branch operationsMonitor loan and deposit accounting processesEnsure proper documentation and record-keeping
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Opening For Wealth Manager

Divine Financial Investment

  • 2 - 3 yrs
  • 6.0 Lac/Yr
  • Lucknow
Stock Broking Marketing Private Banking Mutual Funds Equity Sales Insurance Sales Mutual Funds Sales Personal Loans Banking Sales
As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%
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  • 2 - 6 yrs
  • 6.0 Lac/Yr
  • Gurgaon
Relationship Manager Financial Services Mutual Funds Mutual Funds Sales
Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence
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  • 1 - 3 yrs
  • 6.0 Lac/Yr
  • Surat
Customer Relationship Customer Service Customer Handling Mutual Funds Sales Mutual Funds Insurance
We are looking for a Customer Relationship Manager to join our team in Surat. In this role, you will be responsible for building and maintaining strong relationships with our customers. Your experience in customer service and relationship management will be crucial to our success.**Key Responsibilities:**- **Manage Customer Accounts:** Maintain detailed knowledge of customer needs and preferences to ensure that we meet their expectations and build loyalty.- **Respond to Inquiries:** Address customer questions and concerns promptly, providing clear and helpful solutions to enhance their experience.- **Develop Strategies:** Create and implement strategies to improve customer satisfaction and engagement, ensuring that our services meet their evolving needs.- **Monitor Feedback:** Collect and analyze customer feedback regularly to identify areas for improvement and to gauge customer satisfaction levels.- **Collaboration with Teams:** Work closely with sales, marketing, and product teams to ensure a seamless experience for customers and to communicate their needs effectively.**Required Skills and Expectations:**The ideal candidate should have a Bachelors degree in Business Administration or Commerce. You should possess strong communication and interpersonal skills, enabling you to build rapport with clients effectively. A minimum of 1 to 3 years of experience in customer relationship management or a related field is expected. You should be proficient in using CRM software and comfortable analyzing customer data. Additionally, a problem-solving attitude and the ability to work independently are essential for success in this role.
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  • Fresher
  • Chinsurah Hooghly
Basic Math Skills Cash Handling Retail Operations Organization Skills
We are looking for a dedicated Shop Manager to oversee daily operations in our Chinsurah store. As the Shop Manager, you will play a vital role in ensuring that our customers have a positive shopping experience. This is a full-time position suitable for freshers and requires at least a 10th-grade education.**Key Responsibilities:**- **Manage Store Operations:** Oversee daily tasks, including stock management, setting up displays, and ensuring cleanliness in the store.- **Customer Service:** Provide excellent service to customers by assisting them with their needs, resolving complaints, and creating a welcoming environment.- **Inventory Control:** Keep track of inventory levels, order new products when necessary, and ensure proper storage of goods.- **Team Supervision:** Lead and motivate a small team of staff, scheduling shifts, training new employees, and fostering teamwork.- **Sales Reporting:** Monitor sales and prepare reports to identify trends and recommend improvements for increased sales.**Required Skills and Expectations:**- Candidates should have a minimum education level of 10th pass.- Strong communication skills are essential to interact effectively with customers and team members.- Basic math skills are needed for managing transactions and inventory.- A proactive and organized approach will help manage tasks efficiently.- Ability to work in a fast-paced environment and handle multiple responsibilities simultaneously. - Must be male, as per job requirements. If you are willing to learn and grow in a lively retail environment, we encourage you to apply.
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Hiring For Wealth Manager

Ocean Finvest India Pvt Ltd

  • 1 - 2 yrs
  • 6.0 Lac/Yr
  • Ahmedabad
Marketing Mutual Funds Equity Sales Mutual Funds Sales Insurance Sales
We are looking for a Wealth Manager in Ahmedabad who will assist clients in managing their financial resources to achieve their financial goals. This role requires a proactive approach to client relationships and a strong understanding of investment strategies.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients by understanding their financial needs and providing tailored advice and support.- **Portfolio Management:** Analyze clients investment portfolios and suggest strategies to optimize returns while aligning with their risk tolerance.- **Market Research:** Conduct regular research on market trends and investment opportunities to keep clients informed and make sound recommendations.- **Financial Planning:** Develop comprehensive financial plans based on clients' goals, including retirement planning, tax strategies, and estate planning.- **Compliance Management:** Ensure all financial advice and transactions follow the legal regulations and internal policies to protect clients' interests.**Required Skills and Expectations:**Candidates should have 1 to 2 years of relevant experience in wealth management or financial advisory roles. Strong analytical skills are essential for assessing investment opportunities. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. The ideal candidate must be client-focused, demonstrating a commitment to helping clients achieve their financial objectives. Familiarity with financial software and investment tools will be advantageous. A proactive attitude and a passion for the finance industry are crucial for success in this position.
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Hiring For Finance Manager

Connexions Management Consultants

  • 10 - 20 yrs
  • 17.0 Lac/Yr
  • Jaipur
Accounting Corporate Finance TDS Senior Manager Finance & Accounts GST and TDS Finance & Accounts Head Finance Head Accounts Head Walk in Fund Transfer Trade Finance Management Financial Reporting International Finance Cash Allocation
Manage budgets & cash flows* Oversee financial operations & reporting* Ensure compliance with regulatory standards* Lead strategic financial planning* Source funding opportunitiesFund Sourcing and bargain with the BANKS
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Looking For Investment Counsellor

Money Beans Services Pvt Ltd

  • 3 yrs
  • Kolkata
Investment Planning Investment Analysis Investment Strategies Mutual Funds Sales AIF PMS Portfolio Analyst Relationship Manager
As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- **Portfolio Management:** Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- **Market Analysis:** Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- **Investment Recommendations:** Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- **Relationship Building:** Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.**Required Skills and Expectations:**Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.
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Hiring For Assistant Store Manager

Sub Way Pvt Ltd Company

  • 4 - 4 yrs
  • Bhopal
Inventory Planning Problem Solving Store Standards Staff Training Cash Handling Team Leadership Sales Performance Inventory Management
We are looking for an Assistant Store Manager to support our store operations in Bhopal. This position is full-time and requires a dedicated individual with strong leadership skills and a commitment to customer service.**Key Responsibilities:**- **Assist the Store Manager:** Help with daily store operations, ensuring everything runs smoothly and efficiently.- **Team Leadership:** Supervise and motivate the store staff, providing training and guidance to enhance their skills and performance.- **Customer Service:** Address customer inquiries and resolve issues quickly, ensuring a positive shopping experience for every customer.- **Inventory Management:** Monitor stock levels and assist in restocking and organizing merchandise to maintain an attractive store presentation.- **Sales Performance:** Assist in achieving sales goals and implementing strategies to increase store profitability.- **Reporting:** Prepare daily reports on sales, inventory, and customer feedback to help improve store operations.**Required Skills and Expectations:**The ideal candidate should have at least 4 years of experience in retail management or a similar role. A 12th-grade education is required. Strong leadership skills are essential, along with the ability to work well with a diverse team. Excellent communication skills are necessary for interacting with customers and staff. Candidates should be detail-oriented, organized, and able to multitask effectively. A focus on customer satisfaction and sales targets will be crucial for success in this role.
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  • 0 - 5 yrs
  • 4.5 Lac/Yr
  • Jaipur
Mutual Funds Client Relationship HNI Sales
As a Relationship Manager in Wealth, you will play a crucial role in managing and growing client relationships in the investment sector. Your primary aim will be to deliver personalized financial solutions that meet the unique needs of each client.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients, ensuring regular communication and support to understand their financial goals.- **Investment Advisory:** Provide expert advice on investment opportunities and strategies tailored to clients' risk profiles and financial objectives.- **Portfolio Management:** Monitor clients' investment portfolios regularly, making adjustments as needed to optimize returns and achieve agreed-upon goals.- **Market Research:** Conduct thorough research on market trends and economic conditions to inform clients about potential investment strategies.- **Sales and Business Development:** Proactively identify new business opportunities to expand the client base, using networking and referrals to drive growth.- **Compliance and Documentation:** Ensure all client interactions and transactions comply with regulatory requirements, maintaining accurate records of your activities.**Required Skills and Expectations:**You should have strong interpersonal and communication skills to effectively engage with clients and build rapport. A background in finance, economics, or a related field is preferred, but not mandatory for candidates with a strong interest in wealth management. You need to display good analytical and problem-solving abilities to help clients make informed investment decisions. A proactive attitude towards learning and a willingness to adapt to market changes are essential to succeed in this role.
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Walk-In For Investment Manager - Indore Freshers

The Equal Research Investment Adviser

  • 0 - 3 yrs
  • 2.0 Lac/Yr
  • Indore
Investment Strategy Risk Assessment Equity Research Market Research Investment Planning Fund Management
An Investment Manager is responsible for managing client portfolios, analysing financial markets, and delivering strategic investment recommendations. The role focuses on wealth creation, risk management, and long-term portfolio growth aligned with clients financial goals.
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Wealth Manager - Kolkata

Eureka stock & brokerage

  • 1 - 4 yrs
  • 3.0 Lac/Yr
  • Kolkata
Marketing Stock Broking Mutual Funds Sales
Job Description: Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences. Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan). Acquisition of New Clients for D-Mat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available with Eureka Securities PCG. Keeping constant touch with PCG Dealer/Equity Advisor for monitoring Equity portfolio of Investors on Regular basis. Weekly & Monthly Review of business and meetings with HOD & other Business Heads. Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Managing and achieving the internal budget product wise to maintain Monthly/Quarterly Score Card for performance evaluation.
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  • 0 - 6 yrs
  • 1.3 Lac/Yr
  • Shahdara Delhi
Accounting Communication Cash Management Billing Writing Thoda English
Need a accountant cum manager for my laundry store in navin shahdara . The work is to make bills , maintain finance , manage expenses . Get bonus and various perks depending on the quality of work . Thank you .
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  • 1 - 5 yrs
  • 1.5 Lac/Yr
  • Gurgaon Sector 81
Income Tax Cash Flow Good Communication Skills Soft Spoken Manpower Handling Problem-Solving Team Collaboration Strategic Planning
As an Enterprise Account Manager, you will play a crucial role in maintaining and growing relationships with key clients. Your efforts will focus on ensuring client satisfaction and maximizing the potential of our partnerships. **Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with enterprise clients, understanding their needs and challenges to provide tailored support.- **Sales Strategy Development:** Create and implement effective sales strategies to meet and exceed revenue targets from specified accounts.- **Account Growth:** Identify and pursue opportunities for account growth by offering additional products or services that meet clients' evolving needs.- **Performance Tracking:** Monitor and report on account performance, analyzing key metrics to ensure clients achieve their goals and expectations.- **Collaboration with Teams:** Work closely with internal teams, including marketing and product development, to communicate client feedback and enhance service offerings.- **Problem Resolution:** Proactively address any client issues or concerns, ensuring swift resolution to maintain satisfaction and loyalty.**Required Skills and Expectations:**The ideal candidate should possess excellent communication and interpersonal skills, with the ability to connect with clients and understand their requirements. A solid foundation in sales principles is essential, along with proven ability to manage and grow accounts. Strong analytical skills will help in tracking performance and identifying opportunities. A minimum of 1 to 5 years of experience in account management or sales is required, along with a bachelor's degree in Business Administration, Arts, or Commerce. A commitment to teamwork and self-driven motivation is expected.
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  • 0 - 2 yrs
  • Dhanbad
Basic Math Skills Cash Handling Computer
We are looking for a dedicated Shop Manager to oversee daily operations in our store located in Dhanbad, India. This role is ideal for individuals with 0 to 2 years of experience who are ready to take on responsibilities and lead our team.Key Responsibilities:1. **Team Management**: Supervise and support shop staff to ensure a positive work environment and improve employee performance. You will train new employees and schedule shifts effectively.2. **Customer Service**: Provide excellent customer service by assisting shoppers, resolving complaints, and ensuring a friendly atmosphere in the store. Your goal is to enhance customer satisfaction and loyalty.3. **Inventory Control**: Manage stock levels by monitoring inventory and placing orders as needed. This involves checking the quality of products and managing storage areas.4. **Sales Oversight**: Track daily sales and evaluate performance against targets. You should come up with strategies to drive sales and improve financial performance.5. **Store Presentation**: Ensure that the shop is clean, organized, and adequately stocked. You will be responsible for displays and window arrangements that attract customers.Required Skills and Expectations:We are looking for a male candidate who has completed at least the 10th grade. You should have strong leadership and communication skills, with the ability to work well in a team. Basic numerical skills for handling sales and inventory are important. A proactive attitude and a desire to learn and grow within the role is essential.
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Wealth Manager - Full Time

Sunshine Manpower Solution And Services

  • 3 - 5 yrs
  • 10.0 Lac/Yr
  • Jaipur
Stock Broking Mutual Funds Sales HNI Sales HNI Client Handling PMS Handling Alternative Insurance Fund Manager AUM
Job Title Wealth ManagerExperience: +3years experience in Wealth SalesLocation: JaipurRole & Responsibilities1) Will be responsible for acquiring preferred clients (HNI/Ultra HNI).2) Maintain strong client relationships and generate AUM from the assigned portfolio.3) To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4) To coordinate with product and research team for taking investment decision for the clients.5) To conduct and assist in organizing seminars, workshops and other business development activities.6) To achieve budgeted targets in terms of number of clients/volume of business & assets.7) To research, investigate and update themselves on available investment.8) To contact clients periodically and determine if they are satisfied with the service and returns generated.9) To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.10) Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.Qualification & Skills:1) CFP / CFA / MBA in Finance / Marketing2) Should be an individual performer3) Pleasant personality and good communication skills.4) Strong HNI client handling experience5) Ability to work as an individual performer6) Capability to manage a reasonable AUM book size7) Excellent communication and relationship management skills8) Target-driven and result-oriented personality
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  • 1 - 5 yrs
  • 2.8 Lac/Yr
  • Sitapura Jaipur
Cash Collection Collections Recovery
Job Title:Collection ManagerDepartment:Collections / RecoveryJob Summary:The Collection Manager is responsible for managing and overseeing the collection and recovery of outstanding payments from customers. The role involves leading the collections team, developing effective recovery strategies, ensuring timely collections, reducing delinquency rates, and maintaining positive customer relationships while ensuring compliance with company policies and legal regulations.Key Responsibilities:Manage and monitor the collection of outstanding payments from customers.Develop and implement effective collection and recovery strategies.Ensure timely collection of dues to minimize bad debts and delinquency.Supervise, guide, and monitor the performance of collection executives and field officers.Allocate collection cases to team members and track their performance.Contact customers via phone, email, or field visits to follow up on overdue payments.Negotiate payment plans and settlements with customers when necessary.Maintain accurate records of collections, customer interactions, and recovery status.Prepare and submit daily, weekly, and monthly collection reports to management.Ensure compliance with company policies, legal requirements, and ethical standards.Handle escalated cases and resolve complex recovery issues.Coordinate with sales, finance, and legal departments for effective recovery.Identify high-risk accounts and recommend appropriate recovery actions.Required Qualifications:Bachelors degree in Commerce, Business Administration, Finance, or related fieldMBA preferred (optional)1-5 years of experience in collections, recovery, or finance-related roleRequired Skills:Strong negotiation and communication skillsLeadership and team management abilityProblem-solving and decision-making skillsKnowledge of collection and recovery proceduresAbility to handle difficult customers professionallyGood knowledge of MS Office and reporting toolsKey Competencies:Debt recovery and collection managementTeam supervision and performance monitoringCustomer handling and negotiationRisk assessmentReporting and documentationCompliance and ethical practicesWorking Conditions:Full-time positionOffice and field workMay require travel for recovery activities
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Shop Manager - Gondiya

Rudra Hardware and Electrical Gondia

  • 6 - 11 yrs
  • 0.9 Lac/Yr
  • Gondiya
Experience in Shop Keeping Cash Register Operation Product Knowledge Sales Techniques Customer Service Stock Replenishment Teamwork
The Shop Manager will be responsible for overseeing the daily operations of the store in Gondiya, India. This role requires 6-11 years of experience and a 12th pass education. Key responsibilities include managing inventory, supervising staff, and ensuring customer satisfaction. The ideal candidate should have strong leadership skills, excellent communication abilities, and the ability to work well under pressure. This position requires a male candidate for full-time, office-based work.
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Treasury Manager

Connexions Management Consultants

  • 3 - 9 yrs
  • 9.0 Lac/Yr
  • Jaipur
Treasury Manager Finance Analyst Fund Management Finance Manager Wealth Management Walk in
3 openings in Finance and analysis: For these positions we need who have working experience in finance or treasury department of any company or bank. Person should have working knowledge in finance department and well versed with the financial terms like LC etc. For this position need CA with 1-3 years experience. ( For this position English speaking person is preferred) (These staff may need to travel to overseas clients
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  • 2 - 6 yrs
  • 8.0 Lac/Yr
  • Gurgaon
Sales Manager BFSI Mutual Funds BFSI SALES NBFC
Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge
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Relationship Manager - RCPS

Capital Placement Services

  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Marketing Financial Products Mutual Funds Sales Insurance Mortgage Loans
Job description :- Technical/Software Skills (if any) __Computer MS word / Office, emailbuilds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifying needs, providing support, and resolving issues. Relationship Managers also look for opportunities to grow business through upsells and new client acquisition. Key Responsibilities ___Marketing of Financial products like Mutual Funds, Insurance, Loans
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  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Marketing Banking Financial Products Mutual Funds Insurance Sales Mortgage Loans Customer Relationship Customer Service BFSI Interpersonal Skills HNI Acquisition Negotiation Skills Team Management Skills
Job description :- Technical/Software Skills (if any) __Computer MS word / Office, emailbuilds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifying needs, providing support, and resolving issues. Relationship Managers also look for opportunities to grow business through upsells and new client acquisition. Key Responsibilities ___Marketing of Financial products like Mutual Funds, Insurance, Loans
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