Virtual Relationship Manager jobs in Surat District

Position Overview:The Strategic Relationship Manager would be responsible for building strong, long-term relationships with authors/clients, serving as their primary point of contact. This role requires excellent communication skills, a customer-first mindset, and the ability to proactively identify opportunities to add value and nurture client relationships.Key Responsibilities:Author...

About the CompanyResponsible for developing present and surrounding locations for LAS business.About the RoleDevelop and manage the book and deliver Net AUM growth. Enhance Customer engagement regularly and provide wow customer experience.Responsibilities- Acquire New Clients and channel partners every month.- Drive sales activities for self-sourcing and channels.- Risk Management and margin...

Urgent Hiring || AVP/DVP – Private Client Group (PCG) || Gujarat Location: Ahmedabad Profile-: AVP/DVP – Private Client Group (PCG) Experience- 12 + years Ctc- Depends on interview Reporting To: CEO – Wealth & Capital Markets Key Responsibilities Strategic Leadership - Define and execute the overall PCG strategy in alignment with business objectives. - Build and scale the PCG business...

JOB DESCRIPTION Role: Relationship Managers (Motor) – Agency channel What is the purpose of the role - • Meet potential POSP agents in respective geographical assignments. Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate with Girnar Insurance HO Team for the smooth execution of the sales process • Create offline...

Client Identification & Sourcing:  Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer  Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline.  Understand clients' financial goals, challenges, and opportunities. Client Relationship Management:  Maintain and nurture strong...

Job Description – Relationship Manager (RM) | Housing Loan & LAP Location: Surat CTC: Up to 6 LPA Experience: Minimum 2+ Years Sourcing Channel: DSA About the Role: We are looking for a dynamic and self-driven Relationship Manager with strong expertise in DSA sourcing for Housing Loan (HL) and Loan Against Property (LAP) products. The ideal candidate should have hands-on experience in the BFSI...

Join Tata AIA Life Insurance, aleading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tata'sesteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our visionis to be the pre-eminent protection provider enabling...

JOB DETAILS To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank...

Roles and Responsibilities Job Description- 1. Originate NTB prospects through direct sourcing and open market channels 2. Acquiring customers and taking their proposal up to the stage of disbursement. 3. Meeting existing customers to generate business opportunities thereby generating revenue 4. Catering to the business having a turnover of Rs to crs in Emerging Business, Rs to 0 crs in Mid...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent...

Relationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Surat. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering strong relationships with new and existing...

job title: b2c relationship managercompany: arham shareslocations: surat ahmedabad rajkot mumbaijob type: full-timeexperience: 13 yearssalary: 12,000 25,000 per month + incentives (negotiable)________________________________________about arham sharesarham shares is a leading financial services company specializing in stock broking, investment advisory, and wealth management. we empower retail...

Roles and Responsibilities 1. Acquisition & Managing IFA’s base for Business Development & Marketing. 2. B2B sales for product like MF , PMS, AIF , Structured Products , Company Fixed Deposits, Bonds , NCDs, IPO, Life Insurance, General Insurance , though Channel sales . Desired Candidate Profile 3. Activate IFAs thought regular knowledge sessions to empower them to build sizable Aum with IIFL...

Senior Associate, Treasurs Relationship Manager, Consumer Banking Group-(WD77133) 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 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...

JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales · Achieve the...

As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank’s Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across the bank’s product suite. You will be expected to source new customers through lead generation...

Roles and Responsibilities Should have strong relationship/network base across Strategic, Large & Mid-Corporates across the locations covered by the respective Candidate Should have minimum years of working experience in the posting location. Candidate should have the ability to generate leads through leveraging the existing relationship & developing new relationship. Proactive monitoring,...

Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA...

Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA...

Roles and Responsibilities -SME segment, Ticket size is Cr to Cr, Product is working capital/OD/CC/TL Working Capital Finance,CC, OD, Term Loan, SME Finance - Business Banking Assets (BB ASSETS) Individual role 1. Experience in Working Capital Products SME market specializing in asset business is the primary requirement. 2. Acquisition of New-to-Bank Business Banking relationships with a...