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2.0 - 7.0 years

7 - 11 Lacs

Bengaluru

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

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2.0 - 7.0 years

7 - 11 Lacs

Mumbai

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

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2.0 - 7.0 years

7 - 12 Lacs

Bengaluru

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, customer acquisition, and business development. Demonstrate the ability to work effectively in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required.

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2.0 - 7.0 years

8 - 12 Lacs

Bengaluru

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the banking or financial services industry. Strong knowledge of equipment finance, sales, and relationship management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Experience in acquiring emerging corporate profile customers and cross-selling retail products is an added advantage.

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2.0 - 7.0 years

6 - 10 Lacs

Bengaluru

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 2 to 7 years of experience in sales, leasing, or business development. Roles and Responsibility Originate new-to-business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, leasing, or business development. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet targets. Exhibit excellent communication and interpersonal skills. Have knowledge of financial services, broking, and banking products and services.

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2.0 - 5.0 years

6 - 10 Lacs

Mumbai

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2-5 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of financial products, including debt, structures, equities, mutual funds, and fund-based real estate. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored solutions to clients.

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2.0 - 7.0 years

6 - 10 Lacs

Hyderabad

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and present new credit proposals to Credit/Risk teams. Ensure stability of income from existing clients and explore avenues for new income. Cross-sell other products to existing clients. Job Minimum 2 years of experience in sales, preferably in the banking or financial services industry. Strong knowledge of financial services and banking operations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in relationship management and client acquisition. A graduate degree is required for this position. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, providing expert advice and solutions to its clients. We are committed to delivering high-quality service and building long-term relationships with our customers.

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5.0 - 10.0 years

7 - 12 Lacs

Noida

Work from Office

Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. Your key responsibilities This is an individual contributor role This role is a merged role, including assets & trade forex products and continually grow client base by continuous acquisition Ticket size: Assets 1Cr to 50Cr / Trade Forex - clients with annual turnover of 500 Cr Acquisition: Assist Head Relationship Manager in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue Relationship Building / Deepening / Cross Sell: Primarily responsible in building and deepening mapped business banking portfolio. Ensure consistent growth of the Business Banking portfolio. Synergize for maximum penetration of business banking products, trade, forex, and Insurance & Investment sales to new / existing customers Risk Management & Governance: Ensure awareness and adherence with the Know Your Customer policy, Anti Money. Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels and Doorstep Banking. Increase customer contact ability by capturing email address and mobile number. Your skills and experience 5-10 years of experience into Business Banking as an RM Candidate must be comfortable to source business through open market channels Candidate must be comfortable to source business through open market channels Candidate should have excellent communication in English and well groomed.

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1.0 - 6.0 years

7 - 11 Lacs

Mumbai

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Rourkela. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and commercial vehicle financing. Demonstrate the ability to work effectively with customers and internal teams. Exhibit excellent communication and interpersonal skills. Ability to meet sales targets and achieve revenue growth is essential.

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2.0 - 7.0 years

10 - 14 Lacs

Jamshedpur

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Jamshedpur. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer acquisition. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required. Additional Info For more information, please contact us at 6588756.

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2.0 - 7.0 years

5 - 9 Lacs

Mumbai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and MM. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Collaborate with internal teams to deliver seamless service and support to clients. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is an added advantage. Proven experience in wealth management, portfolio performance analysis, and business development. Strong understanding of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and industry standards.

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1.0 - 6.0 years

9 - 13 Lacs

Mumbai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Lucknow. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer acquisition. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

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11.0 - 16.0 years

5 - 10 Lacs

Bengaluru

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and deliver tailored services according to customer needs. Enhance and retain customer profitability by capturing a larger share of wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in wealth management, portfolio performance analysis, and business development. Strong understanding of financial products, including debt, structures, equities, MFs, fund-based real estate, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to analyze customer needs and provide tailored solutions. Experience in acquiring new customers who meet product criteria through cross-referencing.

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2.0 - 7.0 years

7 - 11 Lacs

Bikaner

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bikaner. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the commercial vehicle industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the commercial vehicle industry. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Have knowledge of financial services, broking, and banking operations. Additional Info For more information, please contact us at 6588742.

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2.0 - 7.0 years

10 - 14 Lacs

Chennai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Chennai. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the banking or financial services industry. Possess strong skills in relationship management, sales, and customer acquisition. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required.

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1.0 - 6.0 years

4 - 8 Lacs

Mumbai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new-to-bank prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Have knowledge of financial products and services, including working capital facilities.

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2.0 - 7.0 years

7 - 11 Lacs

Kolkata

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, financial analyst, and portfolio management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in financial products such as Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products.

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2.0 - 7.0 years

6 - 10 Lacs

Pune

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We are looking for a highly skilled and experienced Relationship Manager to join our team at Fortune Centre-M1-M3 in Pune. The ideal candidate will have 2-7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, customer acquisition, and business development. Demonstrate the ability to work effectively in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required.

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1.0 - 6.0 years

7 - 12 Lacs

Bengaluru

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, customer acquisition, and business development. Demonstrate the ability to work effectively in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required.

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2.0 - 7.0 years

7 - 11 Lacs

Hubli

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hubli. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the commercial vehicle industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the commercial vehicle industry. Strong knowledge of financial services, broking, and banking. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Experience in managing customer relationships and addressing service and sales queries.

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4.0 - 6.0 years

10 - 14 Lacs

Pune

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 4 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 4 years of experience in sales, preferably in banking or financial services. Strong knowledge of financial products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Experience in managing customer relationships and addressing service and sales queries.

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1.0 - 6.0 years

9 - 13 Lacs

Belgaum

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Belagavi. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer acquisition. Demonstrate the ability to work effectively in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required. Additional Info The company offers a dynamic and supportive work environment, with opportunities for professional growth and development.

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2.0 - 7.0 years

8 - 12 Lacs

Chennai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Chennai. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the banking or financial services industry. Strong knowledge of equipment finance, sales, and relationship management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Experience in managing customer relationships and addressing service and sales queries.

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2.0 - 7.0 years

7 - 11 Lacs

Mumbai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Job MBA/PGDBA/PGPM or equivalent degree with AMFI/NISM certification and IRDA certification. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of financial products, including Debt products, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets is essential. Strong analytical and problem-solving skills are needed to provide expert advice on financial matters.

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1.0 - 6.0 years

6 - 9 Lacs

Mumbai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Jamshedpur. The ideal candidate will have 1 to 6 years of experience in sales, leasing, or a related field. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, leasing, or a related field. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work effectively in a fast-paced environment and meet targets. Exhibit excellent communication and interpersonal skills. Ability to cross-sell retail products and services is required.

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