Cutshort logo
A leading mid-market Investment Bank logo
Relationship Manager – Senior Manager/AVP
A leading mid-market Investment Bank
Relationship Manager – Senior Manager/AVP
A leading mid-market Investment Bank's logo

Relationship Manager – Senior Manager/AVP

at A leading mid-market Investment Bank

Agency job
via Merito
8 - 10 yrs
Best in industry
Mumbai
Skills
Business relationship management
Mutual funds
Business Development
Portfolio management
Customer Relationship Management (CRM)

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.


Roles & responsibilities

• Onboarding, Handling and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a birds’ eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 


Requirements

• 8+ years of experience in Wealth Management space

• Must have completed MBA from a premier business school.

• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

• English is mandatory and command on local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

Read more
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
Companies hiring on Cutshort
companies logos

Similar jobs

Club Mahindra
Club Mahindra
Agency job
via Prathigna HR Solutions by Akshay KC
Kochi (Cochin)
1 - 4 yrs
₹3L - ₹4.5L / yr
Sales
Sales strategy
Business Development
Communication Skills
Effective communication

Sales Officer Responsibilities:


  • Calling potential customers to explain company products and encourage purchases.
  • Answering customers' questions and escalating complex issues to the relevant departments as needed.
  • Developing in-depth knowledge of company products.
  • Maintaining an accurate record of all sales, scheduled customer appointments, and customer complaints.
  • Collaborating with the marketing department to ensure that the company is reaching its target audience.
  • Informing product developers of possible product improvements and changes to ensure that company products meet current market needs.
  • Preparing cost-benefit analyses for prospective and existing customers to determine the most suitable purchase options.
  • Analyzing competitors' products to determine product features, benefits, shortfalls, and market success.
Read more
Leading Gaming Company
Leading Gaming Company
Agency job
via Unnati by Seemi Ejaz
NCR (Delhi | Gurgaon | Noida)
2 - 4 yrs
₹5L - ₹7L / yr
Customer Relationship Management (CRM)
Customer Retention
Account Management
B2B Marketing

Our client is a 5 year old online gaming company with market leading games in three segments - Poker, Rummy and Cricket. Their online games are ensured to be safe, trusted and secure for their customers. They have a registered base of over a million users and are working towards the growth of online gaming in the country.

 
The founders are MIT alumni who bring with them immense tech and business knowledge to provide global level gaming services.
 
As Email Campaign Manager, you will be creating & managing ad campaigns on CRM channels - push, email, sms, remarketing etc.

What you will do:
 
  • Will be a part of the Paid Media Team & responsible for converting signed up users on the platform to paying users.
  • Will be raising requirements for design & content internally.
  • Making & sending daily, weekly & monthly reports of ad performance & other marketing reports to respective team leads.

 

 

What you need to have:

 
  • Min 1 year+ working experience in executing push, sms, email channels via standalone platforms or multi-channel ones.
  • Thorough knowledge of key performance measurement metrics.
  • Should have good communication/negotiation skills.
  • A keen eye to design & communications.
  • Above-average writing skills.
Read more
Online Professional Networking Startup
Online Professional Networking Startup
Agency job
via Unnati by Astha Bharadwaj
REMOTE - INDIA
3 - 5 yrs
₹8L - ₹10L / yr
Business Development
The digital revolution is changing everything. It's transforming everywhere on how we work and play. Do you want to lead the way as an expert in a professional networking platform?

Our client is an alumni networking platform for schools, colleges and companies where alumni can signup and connect with each other. The top 1000 alumni networks, with over 2 million people are active on the platform. They are deeply integrated with all social media and helps to build one consolidated and powerful channel to engage with the alumni.

Our client helps to connect with all the alumni communities on the go, Mobile App, Tablet, Website, Mobile Website, Facebook Application as well as email app. Over 80% of the communities have improved their alumni engagement considerably using the company's platform.

This Delhi based social platform based on private alumni network was founded in 2011 by serial entrepreneur and web technology evangelist. They have raised pre-Series A funding from Mohandas Pai and Aspiring Minds to scale its user base, as well as expand geographically, with US being the primary target.

As a Sales/Business Development Manager, you will be responsible for driving the entire sales cycle from initial customer engagement to closed sales primarily for North America & Europe market.

What you will do:

  • Leading sales demonstrations, following up with the prospect throughout the cycle via multiple mediums including email & phone calls and bringing to closure
  • Staying in touch with the prospect to understand their requirements and feedback, and acting accordingly
  • Playing a critical role in planning the sales and operations functions to ensure the business goals are entirely aligned
  • Helping make data-driven decisions and recommendations for improving the sales funnel and process
  • Monitoring daily operations and addressing potential issues when they arise
  • Phone calling, both cold calls initially to follow-up calls where necessary (even though maximum communication will be written)

 

Desired Candidate Profile

What you need to have:

  • Minimum 3 years of experience in a similar role is mandatory
  • Prior experience of working in B2B Enterprise software sales is preferred
  • Previous experience of dealing with enterprises or small businesses and not just selling to consumers
  • Resourcefulness to come up with new ideas to re-engage dormant leads
  • Exceptional communication skills, both written and verbal
  • Flexibility to work until 3 am IST to support US time-zone
  • Ability to make smart use of digital tools to organise data, manage CRM, automate parts of the task
  • Eagerness to build a career in Sales/ Business Development    
  • Open to work in US/Night shift  

 

Read more
Process Master Technologies Pvt Ltd
Nikhita Chourasia
Posted by Nikhita Chourasia
Hyderabad, Chennai, Indore
1 - 4 yrs
₹2L - ₹3.5L / yr
Business Development
Client Servicing
Sales
Presales
Salesforce
+1 more

We are looking for ambitious and dynamic professionals, who have skills in driving presales activities, client servicing and client relationship building.

Industry Type: IT Software

Experience: 1-3 yrs.

Profile: IT Presales & Marketing

Job Type: Full Time

Location: Indore (MP)

 

Responsibilities

We are looking for smart working, high output individuals who want to grow fast and work with PROCESS MASTER in Presales and Marketing field. The role will require performing on all key pre- sales activities including:

  • Responsible for generating sales with existing customers and developing opportunities with new customers
  • Cold calling (International/Domestic) and to assist the team members to generate & follow up leads
  • Prepares reports by collecting, analyzing, and summarizing information
  • Maintaining and updating customer databases in our CRM  related to sales
  • Tracking the status of business opportunity
  • Draft proposal strategy, proposal writing and create sales presentations to be submitted to customers
  • Draft RPF and RFQ according to customer requirements
  • Responsible for working on CRM from Presales standpoint 

Mandatory Requirements

Qualifications:

  • Any graduate/Post Graduate may apply with consistently good academic record =>60% throughout
  • B Tech with MBA background candidates will be given slight preference

 

Skills and Knowledge:

  • Excellent presentation skills with ability to lead & manage discussion
  • Strong people-networking and influencing skills
  • Advanced skills in MS-Excel, PowerPoint, MS Word
  • Self-learner with abreast on the latest in technology, competition and the industry landscape
  • Excellent organizational skills to help keep track of all sales leads.
  • Ability to analyze, learn, anticipate, identify and resolve problems and make logical decisions

Competencies: 

  • Excellent Communication (Verbal and written Concise & detailed)
  • Ability to work in a dynamic set-up with a never-say-die attitude 
  • Good interpersonal and Analytical skills 
  • Ability to work under strong pressure of deadlines 
  • No travel required except travelling in MP Region
Read more
StarClinch
at StarClinch
1 video
9 recruiters
Misbah From
Posted by Misbah From
NCR (Delhi | Gurgaon | Noida)
1 - 3 yrs
₹3L - ₹4.8L / yr
Business Development
Client Servicing
Sales
Presales
Salesforce
+2 more
- Take prospect from initial contact phase to qualified phase over the phone
- Generate revenue by pitching prospects and converting them to sales.
- Meet and exceed pipeline contribution goals
- Respond quickly to assigned leads
- Willingness to be measured by weekly and monthly metrics.
- Use and become an expert on the Customer Relationship Management (CRM) system.
- Fully Responsible for meeting targets as assigned Periodically
- Comfortable with cold calling

Requirements

- If you are a party animal and know live performer's space well. StarClinch is the place for you.
- Experience from Event Industry and Artist Management space is a must
- Brilliant Negotiations Skills
- Good Communication Skills, Smart Worker
- Flexible, Able To Shift Priorities To Accommodate Changing Demands
- The ability to break the ice, and engage in extensive networking & socializing at various platforms
- Experience in working on CRM (eg- PipeDrive, Salesforce, Zoho) would be a plus
Read more
Summentor Pro Business Consultants
Bengaluru (Bangalore)
0 - 1 yrs
₹8000 - ₹10000 / mo
Business Development
Sales
Client Servicing
Presales
Salesforce
Selected intern's day-to-day responsibilities include:

1. Research and identify institutional, healthcare, and/or hospitality projects that have a requirement of architectural design/redesign
2. Create a database of such project leads and clients
3. Coordinate and schedule meetings with prospective clients
4. Follow up with the leads

Additional information -
1. Prior experience in conducting market research and sourcing projects will be preferable
2. Prior knowledge of the Software Development field is a plus
Read more
Ameyo
at Ameyo
2 recruiters
Pallavi Gupta
Posted by Pallavi Gupta
NCR (Delhi | Gurgaon | Noida)
1 - 3 yrs
₹3L - ₹5L / yr
Sales
Business Development
SaaS

Job Description- Business Development Executive

 

This is Purely a remote position based out of Ameyo’s Delhi Sales office.

The individual will be accountable for product Introduction, Demo, Customer adoption, Initial revenue generation, and customer satisfaction, of low net worth clients.

Key Responsibility Area:-

 

- Sourcing new sales opportunities through inbound lead follow-up and outbound cold calls and emails

- Understanding customer business processes, needs and requirements

- Need to follow complete sales cycle from lead qualification to sales closure and revenue generation.

- Research accounts, identify key RPC's and generate interest.

- Perform effective online demos to prospects

- Sending business proposals and negotiations.

- Creating a sales pipeline to accurately reflect the relative placement of sales prospects in the purchasing process.

- Developing in-depth knowledge of product features and benefits.

- Utilizing virtual meetings to build relationships with new customers.

- Processing customers' purchase orders and liaising with project and service team to ensure the timely delivery of ordered products.

- Advising customers on suitable product selection based on their needs and specifications.

 

Requirements: -

 

  • Any UG/PG with excellent listening and presentation skills.
  • Proven work experience of 2 years in inside sales.
  • Technically proficient on SAAS platform and understanding of telecom products
  • Customer-focused with the ability to understand the client queries
  • Extremely process-oriented
  • Contact centre solution understanding is an added advantage
  • Ability to multi-task, prioritize, and manage time effectively.
  • Building strong relationship with CX level.
  • Excellent negotiation and consultative sales skills.
  • Exceptional customer service skills.
  • Proficiency in all Microsoft Office applications and Salesforce (CRM) software.
  • Worked in a similar industry.
  • Handled high profile, B2B clients

 

Read more
Kidnurture
at Kidnurture
2 recruiters
Anurag Sharma
Posted by Anurag Sharma
Pune
0 - 1 yrs
₹2L - ₹3L / yr
Sales
Business Development
Field Sales
Telesales
Job will include finding innovative ways to sell and market our technology solution to healthcare and related businesses.
Read more
E-Hands Energy
at E-Hands Energy
1 recruiter
Karthik Raghuraman
Posted by Karthik Raghuraman
Chennai
3 - 7 yrs
₹7L - ₹10L / yr
Business Development
Sales
Client Servicing
Presales
Salesforce
Looking for a business development candidate with experience in the off-grid solar industry.
Read more
Kasi Technologies (I) LLP
Usha KS
Posted by Usha KS
Bengaluru (Bangalore)
0 - 1 yrs
₹1L - ₹2L / yr
Business Development
Adobe Photoshop
Communication Skills
MS-Office
Kasi Technologies, A Web & Mobile Application development firm, where we innovate design to deliver best to place your idea in market.Working with every new clients we got an exciting experience! 25+ creative minds, having capacity of deliver exemplary result everyday.
Read more
Why apply to jobs via Cutshort
people_solving_puzzle
Personalized job matches
Stop wasting time. Get matched with jobs that meet your skills, aspirations and preferences.
people_verifying_people
Verified hiring teams
See actual hiring teams, find common social connections or connect with them directly. No 3rd party agencies here.
ai_chip
Move faster with AI
We use AI to get you faster responses, recommendations and unmatched user experience.
21,01,133
Matches delivered
37,12,187
Network size
15,000
Companies hiring
Did not find a job you were looking for?
icon
Search for relevant jobs from 10000+ companies such as Google, Amazon & Uber actively hiring on Cutshort.
companies logo
companies logo
companies logo
companies logo
companies logo
Get to hear about interesting companies hiring right now
Company logo
Company logo
Company logo
Company logo
Company logo
Linkedin iconFollow Cutshort
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
Companies hiring on Cutshort
companies logos