Relationship Advisor Job Vacancies in Mumbai

We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 200 members. Our core product offering is mutual fund, FD, and Govt. Bonds, Debentures, etc.Role & Responsibilities: Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures. Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience: Freshers can apply.Remuneration : As per company norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.in Mobile : 8655867034

Job Title: Service AdvisorLocation: Lower Parel, Mumbai Experience: 5-10 Years (Preferably with Premium/Luxury Automotive Brands)Roles & Responsibilities:Understand their vehicle service requirements.Prepare detailed job cards and explain recommended services or repairs.Coordinate with the workshop team to ensure timely completion of jobs.Provide accurate cost estimates and obtain customer approval before commencing work.Conduct vehicle inspections with customers.Communicate service progress updates and address any customer concerns promptly.Ensure quality checks are completed before vehicle delivery.Maintain customer records, invoices, and service documentation.Promote value-added services and periodic maintenance programs.Qualification & Skills Diploma/Degree in Automobile or Mechanical Engineering preferred.Strong communication and interpersonal skills.Excellent knowledge of automotive systems and service procedures.Customer-centric approach with problem-solving ability.Proficiency in using CRM software.

A Relationship Manager in the Insurance Sector, Agency Channel Creation role focuses on building and maintaining relationships with insurance agents and brokers to develop a robust agency network, driving new business through them by promoting the company's insurance products while ensuring excellent customer service and meeting sales targets within the agency channel. Key Responsibilities:Agency Recruitment and Development:Identify and recruit potential insurance agents and brokers to expand the agency network. Conduct thorough training programs to educate agents on company products, sales processes, and compliance guidelines.Regularly monitor and evaluate agent performance to provide feedback and coaching for improvement. Relationship Management:Establish strong, long-term relationships with key decision-makers within agency partners. Actively engage with agents through regular communication, visits, and support to understand their needs and challenges. Address concerns and resolve issues promptly to maintain positive relationships. Sales and Business Development:Develop and implement strategic sales plans to achieve agency channel sales targets. Promote new product launches and cross-selling opportunities to agents and their clients. Conduct sales presentations and product demonstrations to educate agents about the benefits of the company's insurance offerings. Lead Generation and Conversion:Collaborate with agents to identify potential leads and generate new business opportunities. Provide support to agents in qualifying leads and converting them into paying customers. Compliance and Reporting:Ensure agents adhere to all regulatory compliance standards and company policies. Track and analyze sales data to identify trends and areas for improvement. Regularly report on agency channel performance to senior management. Required Skills and Qualifications:Proven experience in insurance sales, preferably within an agency channel.

JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

As the Customer Relationship Manager at RightProperties, the purpose is to lead and overseethe company's efforts in building and nurturingclient relationships. This involves settingstrategic goals, guiding the customerrelationship team, and driving initiatives toenhance client satisfaction and loyalty.With Right Properties' expanding client base and growing portfolio, theCustomer Relationship Manager role becomes increasingly important instrengthening the company's market position. By understanding clientneeds and market trends, this role contributes to driving businessgrowth and maintaining Right Properties' reputation as a trusted realestate partner.

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

Client Relationship Manager for the jewelry brand TORRES in Mumbai.TORRES is a leading new generation jewelry brand in Mumbai, launched in 2023. Spacious jewelry house of 22000 sq ft. We deal in: precious items made of gold and silver; items with diamonds and other precious stones.We are looking for a Client Relationship Manager, with excellent communication skills and the ability to provide a high level of service. If you are a professional in organizing work processes, meetings and events, have at least 2 years of experience in a similar position, speak English and Hindi, we are waiting for you! The ability to effectively solve organizational problems, attention to detail and the ability to create a pleasant work environment are key to successfully performing responsibilities on our team.Job responsibilities:Ensuring the efficient operation of the jewelry house;Meeting and serving customers;Distributing tasks among employees, monitoring work performance;Preparation and systematization of documentation;Communication with suppliers and partners;Organization of events, meetings and negotiations;Processing incoming and outgoing correspondence;Preparation of reports on the work of the jewelry house for management;Office/supplies inventory management;Organization of corporate events and trainings;Other additional tasks that may arise during the work process. Contribute to the efficient operation of the jewelry house.We offer:CONTINUOUS CAREER GROWTH: prospects in the jewelry industry.Official employment with a full social package.Educational programs: free trainings and master classes from leading industry experts.Team building: we value team spirit and strive for joint victories.Leadership: a large team of like-minded people who inspire each other to new ideas and achievements.The salary is above the market average, discussed based on the results of the interview.Submit your resume now:Torres.hrteam@gmail.com@TorresHR Telegram

1. Have a minimum of 5 years of experience in marketing, preferably in the services industry.2. Convert inquiries into customers by effectively showcasing the benefits of our services.3. Managed a portfolio of accounts and consistently met or exceeded sales targets.4. Understand customer requirements and ensure they are fulfilled to their satisfaction.5. Closed sales by negotiating favourable pricing, terms, and contracts, maximizing revenue opportunities6. Lead and manage marketing projects from inception to completion.7. Demonstrate strong leadership skills to motivate and guide the marketing team.8. Communicate effectively with clients and team members to ensure smooth project execution.9. Follow up with customers to maintain strong relationships and address any concerns.10. Utilize project management skills to organize and prioritize tasks effectively.11. Possess a Diploma/Degree in any field, demonstrating a commitment to continuous learning and growth.12. Fluent in English (reading & writing) with manageable proficiency in Marathi, Hindi, and Gujarati.13. Proficient in creating PowerPoint presentations, preparing quotations in MS Word, and managing data in CRM systems.14. Provided timely and accurate sales forecasts and reports to management to support decision-making processes.15. Presentable and capable of quickly grasping complex concepts.16. Enthusiastic about travelling for work when necessary.17. Reside close to Mira Road, Bhayander,

Dear AllWe are in the process of hiring Relationship officer/ Executive /Manager for out TOP Notch client located at Andheri , Vashi and Ghatkopar. Kindly send your profile to rahul@acealliance.org.in . Pl find Roles and responsibilities Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor Daily update in CRM regarding daily planning, leads received, login, sanctioned ,disbursed. Leads to be converted into login and get it disbursed from Bank or NBFC which gives the best rates. Processing of loan applications, conducting due diligence, site visits, ensure compliance of terms & conditions as per sanctioned terms, compliant documentation etc. Ensure all the loan related process/queries are taken care so that loan disbursal happens smoothly Ensure timely disbursal of loan from leads received from Customers/RBAs Maintain relationships customers,business banking & Channel partners Manage relationship with the customers by increasing business with existing clients and well as through Cross sellComplete focus of Scheduling Meetings with Customers, with Client's Associates, Number of Logins, Cross Sell, Insurance, RegardsRahul Gaikwad9820615854

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

Virtual relationship Managers (Tele caller)Job Responsibilities Contact potential or existing customers Answer questions about the company Ask questions to understand customer requirements and close sales Direct prospects to the field sales team when needed Enter and update customer information in the database Take and process orders in an accurate mannera Go the extra mile to meet sales quota and facilitate future sales Keep records of calls and sales and note useful informationRequirements- Qualifications : Minimum HSC- Proven experience as telesales representative- Proven track record of successfully meeting sales quota preferably over the phone- Excellent communication and interpersonal skills- Cool-tempered and able to handle rejection

Job Title : Investor Relation OfficerJob Location : Vikhroli (Work from office)Experience : 0-1 YearQualification : Graduated (B.com, B.A.F, B.B.I, B.F.M or Finance Sector)Key responsibilities:1. Investor service done through correspondence , telephone calls , emails and Over the counter visits.2. Ensuring that all responses given to investors complete and accurate so that repeat cases are avoided.3. Compilation of internal report.4. Ensuring best quality for all letters written to investors.5. Excellent oral & written communication in English with good letter drafting skills.Warm Regards,Pranjal Gurav.Talent Acquisition Specialist.GM Infotech

Key Pointers:In Broking, Trading, industry Handling Clients Portfolio, Management (Asset & Wealth )Worked as equity advisor/dealer on terminal / live marketGenerating revenue and comfortable with targetsJob Overview: We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly. Responsibilities: Perform risk profiling and make investment recommendations Possess in-depth knowledge of stocks, bonds, and mutual funds Cross-sell and up-sell various financial products and services Coordinate with different departments for smooth processing of transactions Generate revenue through brokerage and cross-selling Maintain accurate records and provide timely reports to management Qualifications: NISM - 8 certification is compulsory Bachelor's degree in finance, economics, or related field Minimum 1-3 years of experience in equity advisory Excellent communication and interpersonal skills

DescriptionProfiling clients by conducting an in-depth review of the client's financial requirements, analyzing equity portfolios, and recommending suitable portfolios as per their risk profile.Communicating with prospective clients for advisory services sales.Maintaining healthy relationships with all the potential clients.Achieve business targets in terms of generating revenue, enhancing and upgrading the client relationships.Creation of revenue and activation of clients through effective advisory (Target Based).Desired Candidate:Excellent Communication, Interpersonal, Convincing & Selling Skills.Aggressive and confident individuals with sound knowledge of Equity investing & the stock market.Fluent English, emailing, calling, chatting, other communication.Attractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Monthly incentive and annual performance linked bonus.Salary: 300,000.00 - 400,000.00 per year plus monthly incentive and annual performance linked bonus.RequirementsMaster's/Bachelor's Degree along with 1-2 years of experience in Stock Market. Have an understanding of markets and the operations with focus on client relationship and advisory sales.Strong Verbal and written communication skills along with Microsoft Office proficiency. An understanding of basic CRM platforms, preferably people who have worked under the same profile in the same industry.Ability to work independently and manage employee relations. Adapt to changes and work in an agile manner.

Creating enquiry Attending enquiry Closing into bookings Closing into test-drive Closing into value added services Complete the RTO process Complete the insurance process Complete the Delivery process Complete the home visit process

To promote all the product line of companyTo up sell company's products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling company's Products enhancing and upgrading the Client Net worth relationshipsProfiling customers and provide Investment plan & financial advice to the client/HNI clientsEnsuring the highest levels of service to the client /HNI clientsOne point of contact for the assigned clientTo execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Hello Folks,Today, I am here to share a great opportunity available with Bajaj Allianz Life.We have couple of profiles, listed below.1. Investment Consultant (applicable for salaried as well as non salaried)2. Agency Sales Officer (applicable only for non salaried)Perks :It is a part-time employment which can be turned into full-time if done correctly with higher dedication and effortsSalary + PFHuge commission + IncentiveOpportunity to earn double or triple of your monthly income.Freedom to work with your own way and timing. Be your own bossQuarterly events with prize moneyTravel vouchers for International tourJob Description :-Meeting with clients to assess their insurance needs and provide advice on policies-Researching insurance policies from different providers to find the right fit for clients-Explaining policy features and coverage options to clients-Providing quotes for insurance policies and helping clients complete applications-Managing client accounts and paperwork, including renewals and claims-Maintaining up-to-date knowledge of changes and trends in insurance regulations and products-Building and maintaining relationships with clients through regular communication and exceptional serviceFor more details, please book your appointment slot :

We Are Hiring ( US Soft Collection Process )International Soft collection Process Customer Service (Inbound Process)Night shift (Location-Bhayander)5 days working with( 2 off ) (9 hours shift )Work From Office ( Cab Facilities )HSC, Graduate Fresher as well as Experienced can applyGood Communication skills and English fluency is mandatorySalary As per experience Upto 30K+InhandRegards HR Rekha DROP YOUR CV ON THIS ABOVE NUMBER

Conduct market research to identify selling possibilities and evaluate customer needsActively seek out new sales opportunities through cold calling, networking and social mediaSet up meetings with potential clients and listen to their wishes and concernsPrepare and deliver appropriate presentations on products and servicesCreate frequent reviews and reports with sales and financial dataEnsure the availability of stock for sales and demonstrationsParticipate on behalf of the company in exhibitions or conferencesNegotiate/close deals and handle complaints or objectionsCollaborate with team members to achieve better resultsGather feedback from customers or prospects and share with internal teams

Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed