Relationship Manager (Direct Sales)

Key Skills

Should Have Knowledge Of Finance Relationship Manager Direct Sales Banking Sales Banking Executive Bank Assistant Banking Process Executive CASA Sales Insurance Sales

Job Description

1. It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.

2. Promote Focus Product of the month

3. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products and others

4. Maintain records of business on internal software CRM etc.

5. Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.

6. Understanding the Markets & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.

7. Regular Regional visit for HNI client meetings, seminar/events.

8. Revenue generation and increasing the revenue share within the ambit of the internal & external approved policies of RMS and Compliance regularities.
  • Experience

    0 - 5 Years

  • No. of Openings

    6

  • Education

    Any Bachelor Degree, B.Com

  • Role

    Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Vaishnavi Consultancy

We are specialize in it recruitment agencies and manpower recruitment services.
Read More...
Similar Jobs
Apply Now

Register to Get Relevant Jobs

Get Noticed By Top Recruiters

Become a Premium Job Seeker

  • Higher Boosting
  • Resume Highlighter
  • Verified Stamp
  • Resume Exposure

499/- for 3 months

Pay Now

Similar Jobs

Relationship Manager (1-5 Years)

DCB Bank

  • Location Mumbra Thane
  • Experience 1 - 5 yrs
  • Salary 4.0 Lac/Yr
Field SalesMortgage LoansCustomer RelationshipNegotiation SkillsTeam Management SkillsCustomer ServiceHNI Acquisition

Public Relations Manager

3om Group of Companies

  • Location Thane West
  • Experience 0 - 2 yrs
  • Salary 1.8 Lac/Yr
MS-excelLead Generation

Branch Relationship Officer

J.S.R Management Group

  • Experience 1 - 3 yrs
  • Salary 4.0 Lac/Yr
Monitoring ExecutiveFinance ManagerCollection Agent

Walk-in Branch Relationship Officer (1-3 Years)

J.S.R Management Group

  • Experience 1 - 3 yrs
  • Salary 2.5 Lac/Yr
Branch Sales ManagerSales ExecutiveMarket Analyst

Looking For Virtual Relationship Manager

Upgrad

  • Location Thane
  • Experience 3 - 8 yrs
  • Salary 10.0 Lac/Yr
SalesInside SalesOutbound SalesCustomer ServiceDigital SalesContact Center

Customer Relationship Management

Rai Residency Pvt. Ltd

  • Location Kalyan Thane
  • Experience 3 - 5 yrs
  • Salary 3.8 Lac/Yr
Customer RelationshipCustomer Handling

Front Desk / Customer Relationship Manager (Female Candidates Required)

Elevation

  • Experience 1 - 2 yrs
  • Salary 2.5 Lac/Yr
Receptionist ActivitiesFront Office OperationsCustomer Relationship ManagerClient Co-ordinatorAdministration Incharge

Relationship Manager

Ace Alliance

  • Experience 1 - 3 yrs
  • Salary 5.0 Lac/Yr
Corporate BankingLoan OfficerLoan ExecutiveLoan Sales ExecutiveLoan AdvisorBusiness LoanBank LoanHousing Loan

Urgent Opening- Manager/ SR Manager- Wealth Management

ABS International

  • Experience 3 - 9 yrs
  • Salary 20.0 Lac/Yr
Relationship Manager Priority BankingInvestment ManagerWealth ManagerRelationship Manager WealthWealth AdvisorFinancial Planning ManagerWalk in

Relationship Manager

Pipal Tree Online Pvt Ltd

  • Experience 2 - 4 yrs
  • Salary 5.0 Lac/Yr
Loan Sales ExecutiveLoan ProcessorLoansWalk in

Female - Hiring For Relationship Manager - Virtual

Equitas Small Finance Bank

  • Location Ghodbunder Road Thane
  • Experience 2 - 8 yrs
  • Salary 3.5 Lac/Yr
TelecallerCustomer Relationship ExecutiveTelesales ExecutiveVRM

Client Relationship Executive

Hover Consultancy

  • Location Thane
  • Experience 1 - 2 yrs
  • Salary 3.0 Lac/Yr
Client ServicingClient ManagementClient Relationship ManagerClient CoordinatorMicrosoft OfficeMIS ExecutiveQuality Control Analyst

Relationship Manager

Selections HR Services

  • Experience 1 - 6 yrs
  • Salary 5.0 Lac/Yr
UpsellingCross SellingSaleClient AcquisitionClient Relationship ManagerMutual Funds SalesInsurance SalesB2C Sales

Related Job Openings

We use cookies to improve your experience. By continuing to browse the site, you agree to our Privacy Policy Terms & Conditions [Seeker]

Got it