879 Relationship Manager Jobs - Page 15

Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Required Candidate profile Post ADM Salary Good Salary Experience: Minimum 3 years sales Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-konnect.com

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Kriti@theinfinityspace.com / 92270 53915 Sr HR Kriti Perks and benefits On Roll with Axis Group Mediclaim Career Growth

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service

Role & Responsibilities : : To engage regularly with customers as defined by the contact policy and provide a Consistent & Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through the financial products that the Bank has to offer. To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs. Responsible for meeting the scorecard targets and portfolio benchmarks set and ensuring that all guidelines and regulatory requirements are followed. So that the RM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the RM also achieves the key performance parameters set Interview location : Ernakulam Date Of Interview : 30th Jun 25 &1st July 2025 Timing : 10.30 am to 3.30 pm Branch Name and Address : HDFC Bank responsibilities: No s 65/2736/A8/A9 5th Floor the terminus adjacent to JLN stadium metro station , kaloor Ernakulam -682017 Contact Person : Ajith Narayanan

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 8422827225 or share CV on shweta.rajput@tradebulls.in

Role & responsibilities Acquisition of Newto–Bank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance and various other Wealth Management Products Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the Productivity. Preferred candidate profile

Role & responsibilities Acquisition of New toBank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance and various other Wealth Management Products Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the Productivity. Preferred candidate profile

Payroll-Bank Des-Virtual Relationship Manager-NRI (Banking & NBFC Industry only) Salary-6 Lakh Graduate with 2 yrs BPO Exp/Banking RM can only apply Location-Gurugram Sec 39 all banking facilities Call 9082104424 Sanika www.hyfly.in Required Candidate profile Excellent Communication and Articulation Age – 33 years and below only Relevant experience of min 3 years in Sales - Service and Relationship Management (Handled HNI Clients)

Job description The Key Account Manager will manage relationships with high-value clients, ensuring their needs are met and business growth is sustained. The role includes developing account plans, offering tailored solutions, and maintaining strong customer relationships. Candidate should be aware about portfolio management. Contact person - Ananya Gupta Contact details - 8630606438

Dear Candidate, Company Profile: Since 1948, LKP Securities has been a trusted fintech partner, with a presence in over 200 Indian cities and listed on the BSE since 2016. We offer diverse financial services, including equity, derivatives, and mutual funds, prioritizing consumer interests. Our vision is to be a leading wealth creator, expanding beyond brokerage to address broader financial needs and contribute to a better India. Job Overview: We are currently looking for a Relationship Manager, to join us. In this role you will be responsible to build and preserve trusting relationships with our clients, ensuring client satisfaction, and driving business growth. You will also be responsible to find ways to outperform our competition and maintain our companys positive image by building strong relationships with our clients to boost our brand and profits in the long run. Responsibilities : Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Proactively identify new business opportunities within existing client portfolios and acquire new clients to achieve sales targets Conduct regular client meetings, presentations, and portfolio reviews to discuss investment performance, market updates, and new investment opportunities Maintain accurate and up-to-date client records, ensuring compliance with all legal and regulatory requirements Continuously engage in networking activities to expand professional contacts within the industry and generate new business lead Requirements: l bachelor's degree in finance, Economics, Business Administration, or related field l Minimum of 3+ years of experience in relationship management or business development within the broking industry l NISM 8 certification is must l Strong knowledge of financial markets, investment products, and broking operations l Excellent communication and interpersonal skills to establish and maintain strong client relationships l Proven track record in achieving sales targets and driving business growth l Ability to understand and analyse complex financial data to provide suitable investment recommendations l Ability to multitask and prioritize work effectively in a fast-paced, deadline-driven environment l Strong organizational skills and attention to detail to ensure accuracy in client records and compliance with regulations Thank you & Regards, Chintan Upadhyay Manager | HR 9821179273 chintan@lkpsec.com

Relationship Officer - Banking Products | Remote Work Model: Remote (India) Shift: 10:00 AM - 07:00 PM IST Experience: 1-3 years Job Purpose Achieve monthly KPIs and assigned sales targets. Maintain high productivity and efficiency in telesales activities. Ensure no mis-selling and maintain adherence to discipline and punctuality. Continuously follow up with customers to close sales effectively. Participate in daily team huddles and meet team commitments. Key Responsibilities Follow verification policies and comply with banking procedures/regulations. Update systems based on customer interactions. Meet KPI targets, including card acquisition goals. Promote banking products through calls and understand customer needs to recommend solutions. Cross-sell and upsell products to maximize revenue. Handle customer inquiries, concerns, and resolve complaints promptly. Maintain accurate records of approvals, requests, and reports. Compile daily/monthly team reports and MIS. Skills & Knowledge Strong sales focus and ability to think creatively under pressure. Excellent people management and communication skills. Analytical and adaptable, with computer proficiency. Team-oriented with a result-driven attitude. Ideal Candidate Profile 1-3 years in telesales or a similar environment. Ability to manage customer issues and provide effective solutions.

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Conduct weekly performance review (PRP) with agents & update Sales. Required Candidate profile Post -Sales Manager Exp 3-10year Salary -5Lac Candidate should possess the following attributes: Working with people. Entrepreneurial and commercial focus. Drive for results. Maturity

Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Required Candidate profile Post Sr.BDM Salary Good Salary Experience: Minimum 6years sales Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Required Candidate profile Post ADM Salary Good Salary Experience: Minimum 3 years sales Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

Relationship Manager / Senior RM with AGEAS FEDERAL Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 6 months of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Relationship Manager / Senior RM with MAX Life Insurance Company - Bancassurance Channel CTC : 3 - 5 Lakhs + incentives Handle 2 to 3 bank branches, convert bank leads into sales Relationship Management Cross Selling Send CV to bookmark.hr@gmail.com Required Candidate profile Looking graduates with minimum 1 year of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

We are Hiring for Home loan & Lap sales Two wheeler is must Interested for field sales Experience in Home loan & Lap Candidate will be preferred Locations:- New Delhi, Burari, Bhogal, Narina, Noida, Badarpur, Mundaka, Faridabad, Preet Vihar, Uttar Pradesh, Meerut, Agra, Ayodhya, Haridwar, Roorkee, Dehradun, Gujarat, Ahmedabad, Surat, Rajkot, Gandhidham, Junagadh Role & responsibilities 1. Front-end interaction, field travel and Customer interface 2. Recommending apt home loan product /solution and showcasing benefits 3. Regular interaction with the customers through group meetings, site promotions, in office meetings and presentations 4. Attending to walk ins into branches & visiting clients at their place 5. Executing Branding / Marketing activities in the catchment area 6. Spearheading Documentation 7. Lead generation in the catchment areas 8. 0-12 MOB and even 13-24 MOB or more bounce cases collections with focus and efforts on 100% collections efficiency. It will be communicated to employee as per requirement of the organization from time to time. 9. Focus on digitization and support all the initiatives related to sales and even other processes digitization. 10. Cash management to be done as per SHDFC policy with full integrity. 11. Focus on overall performance by keeping branch balance score card into mind and ensure the support and contribution to have overall performance. 12. To create new DSAs and if required manage the existing relationships of DSAs / Corporate DSAs / Lead Partners This will be communicated and advised basis requirement of business by your seniors / HOD. 13. Affordable housing builders / brokers tie-ups and manage the relationship to generate quality home loan leads. 14. Meeting with clients, advising and showcasing our products and benefits to the customers thereof. Thanks & Regards Yogesh.yadav1@shubham.co Yogesh Yadav / HR 9315110951

Role & responsibilities: Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domain Preferred candidate profile:

Role & responsibilities: Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domain Preferred candidate profile:

1.The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers 2.The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans to clients