122 Client Relationships jobs in Delhi

Dear Connections,

We are looking for Relationship Managers for a leading AMC for the locations Delhi and Gurgaon .

Role: RM-Customer Engagement (HNI/UHNI)

Location: Delhi/ Gurgaon

Exp: 4+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual Funds Market.

Responsibilities

• To up sell client's MF products to UHNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
• Acquisition of UHNI clients and ensure regular contact with all mapped clients through regular calls
• Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
• Profiling customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the client /HNI customers
• Achieving the business targets assigned in terms of up selling client's Products, enhancing and upgrading the Client Net worth relationships

About the Company

Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.

About the Role

Responsibilities

• Building and Maintaining Relationships: The core of the role is establishing and nurturing trust with clients, often through regular communication and personalized interactions.
• Understanding Client Needs: Relationship managers actively listen to clients, identify their needs, and understand their goals to offer appropriate solutions and services.
• Providing Solutions and Support: They offer guidance, advice, and support to clients, addressing their inquiries and resolving any issues or concerns.
• Identifying Opportunities: Relationship managers look for ways to expand business with existing clients, such as through cross-selling or upselling, and also explore potential new business opportunities.
• Collaborating Across Departments: They work with various teams within the company, such as sales, marketing, and customer service, to ensure a consistent and positive client experience.
• Ensuring Customer Satisfaction: A key objective is to ensure clients are happy with the company's products and services, leading to increased customer retention and loyalty.
• Monitoring and Reporting: Relationship managers track their performance, monitor sales data, and report on their activities to management.

Qualifications

Education details

Required Skills

• Communication Skills: Excellent verbal and written communication is crucial for interacting with clients and colleagues.
• Problem-Solving Skills: The ability to analyze issues, find solutions, and resolve client concerns is essential.
• Interpersonal Skills: Building rapport, establishing trust, and maintaining positive relationships are fundamental to the role.
• Sales and Negotiation Skills: Relationship managers may be involved in sales activities, requiring the ability to negotiate and close deals.
• Product Knowledge: A strong understanding of the company's products and services is necessary to provide informed advice to clients.

Preferred Skills

Preferred skills details

Pay range and compensation package

Pay range or salary or compensation details

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

``

Bajaj Capital is currently hiring Relationship Mangers for North Location .

Job Description:

• Conduct daily sales calling with prospective new clients and identify their needs.
• 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 build AUM and AUA for the branch.
• 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 market trends.
• 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 our products 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, etc.
• Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals
• Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients

Skills:

• Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication
• Have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
• Should be a confident individual and must conduct and present themselves well in front of client.
• Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability.
• Work to achieve targets: Has ability to deal with stress and follow procedures.
• Has good emotional stability and conscientiousness when dealing with achieving targets.
• Should always identify opportunities for greater profit.
• Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company.

About the Company

Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.

About the Role

Responsibilities

• Building and Maintaining Relationships: The core of the role is establishing and nurturing trust with clients, often through regular communication and personalized interactions.
• Understanding Client Needs: Relationship managers actively listen to clients, identify their needs, and understand their goals to offer appropriate solutions and services.
• Providing Solutions and Support: They offer guidance, advice, and support to clients, addressing their inquiries and resolving any issues or concerns.
• Identifying Opportunities: Relationship managers look for ways to expand business with existing clients, such as through cross-selling or upselling, and also explore potential new business opportunities.
• Collaborating Across Departments: They work with various teams within the company, such as sales, marketing, and customer service, to ensure a consistent and positive client experience.
• Ensuring Customer Satisfaction: A key objective is to ensure clients are happy with the company's products and services, leading to increased customer retention and loyalty.
• Monitoring and Reporting: Relationship managers track their performance, monitor sales data, and report on their activities to management.

Qualifications

Education details

Required Skills

• Communication Skills: Excellent verbal and written communication is crucial for interacting with clients and colleagues.
• Problem-Solving Skills: The ability to analyze issues, find solutions, and resolve client concerns is essential.
• Interpersonal Skills: Building rapport, establishing trust, and maintaining positive relationships are fundamental to the role.
• Sales and Negotiation Skills: Relationship managers may be involved in sales activities, requiring the ability to negotiate and close deals.
• Product Knowledge: A strong understanding of the company's products and services is necessary to provide informed advice to clients.

Preferred Skills

Preferred skills details

Pay range and compensation package

Pay range or salary or compensation details

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

``

Overview: Person is responsible to handle luxury sales, such as villa / land to customers. This role involves prospecting, negotiating deals, and maintaining relationships with customers. The person should have in-depth knowledge of the residential property real estate market and possess strong sales and communication skills.

Responsibilities:

1. Lead Generation: Identify and research potential customers and handle HNI clients.
2. Develop and execute effective sales strategies to drive Luxury property sales.
3. Set sales targets, track performance, and provide regular reports to the leadership team.
4. Identify and pursue new business opportunities, including partnerships with real estate agents, brokers, and developers.
5. Generate leads through various channels, such as networking, cold calling, referrals, and online platforms.
6. Build and maintain strong relationships with prospective Luxury domain buyers, understanding their needs and providing exceptional customer service throughout the sales process.
7. Analyse market trends and demographics to identify target markets and opportunities.
8. Customer Consultation and Relationship Management: Meet with clients to understand their real estate needs, objectives, and budget.
9. Develop and maintain strong relationships with customers, ensuring regular communication and follow-up.
10. Negotiate with customers & close the sale as per approval matrix.
11. Market Research and Analysis: Stay updated on local and regional residential real estate market trends, property values, and regulations. Conduct market research and analysis to provide clients with accurate and insightful information.
12. Collaborate with brokers, and other professionals to expand market reach and opportunities.
13. To enhance channel broker network with new empanelments.

Job Description:

Skills Required:

Desirable Skills:

Job Title: Relationship Manager - Sales

Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi

Employment Type: Full-Time | Permanent

Industry: Financial Services | Fintech

Salary- 25k to 40k

Key Responsibilities:

• Acquire and onboard new clients by understanding their tax and financial needs.
• Maintain strong client relationships through regular engagement and proactive financial advisory.
• Conduct client needs analysis and tailor banking, tax, investment, and loan solutions.
• Cross-sell and upsell banking and financial products like loans, credit cards, insurance, and investments.
• Achieve assigned sales and revenue targets consistently.
• Manage client retention strategies to minimize attrition.
• Provide prompt and effective customer service, resolving queries/issues.
• Ensure full compliance with KYC and other regulatory policies.
• Stay updated on financial products, tax laws, and market trends.

Desired Skills:

• Excellent communication and listening skills.
• Strong sales acumen with a proven track record in financial services.
• Basic understanding of financial statements, credit analysis, and loan structuring.
• Strong negotiation and closing abilities.
• Customer service oriented with resilience and persistence.

Requirements:

• Minimum 2 to 4years of experience as a Relationship Manager in banking/financial services.
• Proven history of meeting and exceeding sales targets.
• Knowledge of CRM systems and telephony tools.
• Deep understanding of banking products, investments, insurance, and financial planning.

Key Skills:

• Client Acquisition & Retention
• Financial Advisory & Portfolio Management
• Negotiation & Deal Closing
• Risk & Compliance Management
• Cross-Selling & Upselling

Working Days & Hours:

Monday to Friday: 9:30 AM to 6:30 PM

Saturday: 9:30 AM to 4:00pm

interested candidates can apply for -

Job Title: Relationship Manager - Sales

Company: Rising Advisory Services Private Limited

Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi

Employment Type: Full-Time | Permanent

Industry: Financial Services | Fintech

Key Responsibilities:

• Acquire and onboard new clients by understanding their tax and financial needs.
• Maintain strong client relationships through regular engagement and proactive financial advisory.
• Conduct client needs analysis and tailor banking, tax, investment, and loan solutions.
• Cross-sell and upsell banking and financial products like loans, credit cards, insurance, and investments.
• Achieve assigned sales and revenue targets consistently.
• Manage client retention strategies to minimize attrition.
• Provide prompt and effective customer service, resolving queries/issues.
• Ensure full compliance with KYC and other regulatory policies.
• Stay updated on financial products, tax laws, and market trends.

Desired Skills:

• Excellent communication and listening skills.
• 
  
• Strong sales acumen with a proven track record in financial services.
• 
  
• Basic understanding of financial statements, credit analysis, and loan structuring.
• 
  
• Strong negotiation and closing abilities.
• 
  
• Customer service oriented with resilience and persistence.

Requirements:

Minimum 2 to 4years of experience as a Relationship Manager in banking/financial services.

Proven history of meeting and exceeding sales targets.

Knowledge of CRM systems and telephony tools.

Deep understanding of banking products, investments, insurance, and financial planning.

Key Skills:

Client Acquisition & Retention

Financial Advisory & Portfolio Management

Negotiation & Deal Closing

Risk & Compliance Management

Cross-Selling & Upselling

Working Days & Hours:

Monday to Friday: 9:30 AM to 6:30 PM

Saturday: 9:30 AM to 4:00pm

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interested candidates can apply for -