Relationship Manager

The Responsibilities we will trust you with are: Actively identify, develop and convert business opportunities from new and existing clients Demonstrate an in-depth understanding of clients’ business and source of wealth generation Ensure coverage of all relationships through client engagement, risk profiling and financial planning Serve as a...

About this role: Are you passionate about travel and sales? Join our team as a Relationship Manager and play a vital role in shaping unforgettable journeys for our clients. This role will report to the 'Business Development Manager' and should be one who is dedicated to providing unparalleled service excellence while maintaining and cultivating relationships...

Roles & Responsibilities:Responsibilities:Presenting company's range of financial products to potential customersDeveloping and executing marketing strategies to stay competitiveMaintaining strong relationships with both new and existing customersEngaging in sales and marketing efforts to generate leadsConducting credit processing and assessments, including...

*Overview:*Join our team as a Sales Management Trainee and kickstart your career as a Wealth Relationship Manager. This role offers hands-on training in sales techniques, customer relationship management, knowledge to financial industry and leadership skills.*Key Responsibilities:*1. Participate in a structured training program to learn about our products,...

*Overview: Join our team as a Sales Management Trainee and kickstart your career as a Wealth Relationship Manager. This role offers hands-on training in sales techniques, customer relationship management, knowledge to financial industry and leadership skills.*Key Responsibilities: Participate in a structured training program to learn about our products,...

*Overview:*Join our team as a Relationship Manager and kickstart your career in sales. This role offers hands-on training in sales techniques, customer relationship management, and leadership skills to prepare you for a future role in sales management.*Key Responsibilities:*1. Participate in a structured training program to learn about our products, sales...

Channel Relationship Manager -(WD53419) Position Title: Channel Relationship Manager – Liabilities Department: SME,IBG4,India Reports To: Regional Segment Head Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") To acquire New-to-bank...

Channel Relationship Manager -(WD53419) Position Title: Channel Relationship Manager – Liabilities Department: SME,IBG4,India Reports To: Regional Segment Head Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") To acquire New-to-bank...

Business FunctionDBS Treasures is a premier wealth management platform in Singapore, well-equipped to meet the diverse needs of both Onshore and Offshore affluent clients. Our wide range of services delivers a seamless banking experience, supported by a comprehensive array of wealth management solutions covering investments and legacy planning. Clients of...

Roles & ResponsibilitiesProactively identify and develop relationships with potential Accredited Investors and Institutional Investors, offering investment solutions that align with their financial goals.Collaborate closely with the Marketing Director and Fund Managers to execute strategic sales plans that meet our existing and potential clients' investment...

Roles & ResponsibilitiesKey Responsibilities:- Proactively identify and develop relationships with potential Accredited Investors and Institutional Investors, offering investment solutions that align with their financial goals.- Collaborate closely with the Marketing Director and Fund Managers to execute strategic sales plans that meet our existing and...

Role Responsibilities To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives. To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products (North Asia, Malaysia, Indonesia, ROW,...

Job Description As a Compliance Relationship Manager, you are responsible for ensuring the portfolio of 200250 clients adhere to government regulations and ethical standards. Your responsibilities would include continually following up on your companies compliance requirements in a systematic and routine manner as part of the fiduciary duties as a...

The Relationship Account Management team is a new team within MongoDB’s Customer Success Organization and is focused on sustaining long-term partnerships with MongoDB’s mature customers, creating expansion & evangelism in the process. This team was established in the last 12 months initially in the Americas and EMEA, and we are now launching in APAC. We...

Funding Societies | Modalku is the largest SME digital financing platform in Southeast Asia. We are licensed in Singapore, Indonesia, Thailand, and registered in Malaysia. We are backed by Sequoia India and Softbank Ventures Asia Corp amongst many others and provides business financing to small and medium-sized enterprises (SMEs), which is crowdfunded by...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. The Assistant Relationship Manager (ARM) is a key member of the team within Private Banking. He/she supports the...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) is a key member of the team within Private Banking. He/she supports the...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) is a key member of the team within Private Banking. He/she supports the...

Description Title: Customer Relationship Manager Job Purpose: To provide a consistently high level of service to a customer through the provision of a dedicated central point of contact for Service Management and problem resolution. Main Duties and Responsibilities: Develop excellent working relationships and communicate courteously with...

JOB SUMMARY The position is accountable for proactively soliciting and handling sales opportunities. Ensures business is turned over properly and in a timely fashion for proper service delivery. Assists in leading all day-to-day activities related to sales with a focus on building long-term, value-based customer relationships that enable achievement of...