Agency Relationship Manager Jobs in Gurgaon

1. HNI Client Acquisition & Portfolio Expansion Acquire HNI customers for Royal/Preferred banking through market visits references and existing client mining. Generate new business for Current Accounts (CA) and Savings Accounts (SA) from high-value individuals business owners professionals and c...

Job Title : Relationship ManagerExperience : 3-8 YearsLocation : GurgaonRoles & Responsibilities: Manage and grow affluent client portfolios; conduct regular portfolio reviews. Acquire new clients through referrals networking and market outreach. Collaborate with Advisors for proposal preparation...

Role Overview RMs manage affluent portfolios acquire clients and deliver advice with the support ofAdvisors. Key Responsibilities 1. Client Management- Manage portfolios and reviews 2. Client Acquisition- Referrals- Network building 3. Advisory Execution- Work with Advisors- Document advice 4. CRM &...

Role Summary In the above context the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits Channel Management Managing Banks NBFCs and other Micro Finance liaising with Operations & Product tower Process Excellence group Cl...