879 Relationship Manager Jobs - Page 22

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Belgaum What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Cluster Wealth Manager Location: Hyderabad What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who you are: Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

Manage 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 Promote & motivate agents Required Candidate profile Post- ADM Exp- 2- 13 Year Sales Salary -UP -4Lac Working with people. Entrepreneurial and commercial Drive for results. Maturity High Confidence levels, good Communication Should be well networked

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 -4Lac Candidate should possess the following attributes: Working with people. Entrepreneurial and commercial focus. Drive for results. Maturity

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 -4Lac 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.

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 -4.5Lac Candidate should possess the following attributes: Working with people. Entrepreneurial and commercial focus. Drive for results. Maturity

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 -4.5Lac Candidate should possess the following attributes: Working with people. Entrepreneurial and commercial focus. Drive for results. Maturity

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 -4.5Lac Candidate should possess the following attributes: Working with people. Entrepreneurial and commercial focus. Drive for results. Maturity

Dear Candidate Excellent opening Job Title: Relationship Manager Experience: 2+ years in Sales (Supply Chain Trade Finance sector) Location: Bangalore Industry: With a leading Indian company with digital platform for financing global trade **Job Description:** We are seeking a dynamic and results-oriented Relationship Manager to join our team in the supply chain finance sector. The ideal candidate will have a strong background in sales, excellent communication skills, and a passion for helping businesses optimize their financial operations. This role involves building relationships with clients, understanding their needs, and providing tailored financial solutions that enhance their supply chain efficiency. **Key Responsibilities:** 1. **Client Acquisition:** Identify and pursue new business opportunities within the supply chain finance market. Develop and maintain a robust sales pipeline. 2. **Relationship Management:** Build and maintain strong relationships with existing and prospective clients. Understand their business needs and provide tailored solutions. 4. **Sales Strategy:** Collaborate with the sales team to develop and implement effective sales strategies and campaigns to drive revenue growth. 5. **Market Research:** Stay informed about industry trends, market conditions, and competitor activities. Use this information to identify opportunities and threats. 6. **Proposal Development:** Prepare and present compelling proposals and presentations to potential clients. Negotiate terms and close deals. If interested, please connect and share updated CV along with below details at my email ID: geetika.gupta@forward.net.in Current CTC Expected CTC Notice period Reason for change Regards Geetika Gupta Lead Talent Acquisition FORWARD geetika.gupta@forward.net.in

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - Manager / Sr Manager / TL /AVP / VP/ Head Experience - 5 to 20+ yrs Location - Mumbai ,Delhi Hyderabad Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

Relationship Manager Graduate 1/2 yrs exp in gold appraiser, valuation checking, kyc , business development sal up to 38k + incentive 2 wheeler and Driving License age up to 30 yrs pl mail cv at info@lospl.in and call at 9818827141

Role & responsibilities / Preferred candidate profile Business/ Financials Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual/monthly targets established for branches under his/her responsibility Implement, supervise and control effectiveness of commercial strategy to reach the productivity and growth targets established. Customer (Both Internal & External) Ensure customers are educated about all products/services offered by Ujjivan. Ensure lower customer attrition by providing different products as per customer requirement. Focus on lower TAT as per laid down standards. Internal Process Monitor health of portfolio Ensure, supervise the correct implementation of the credit procedures including all the respective tools Discuss strategies and changes in terms of products, capacity building, procedures etc. Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Interested Candidates can Share your updated resumes on - mahesh.dolare@ujjivan.com / 8855042842 (WhatsApp)

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

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

1.To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. 2.Building Relationship and Motivate branch staff to help generate leads. Providing after sales services to clients. Required Candidate profile 1. Age between 23 - 38 yrs 2. At least 1 year of Sales experience in Insurance or Banking Sector 3. Good Communication Skill 4. Should be good at creating and maintaining Relationships. Perks and benefits 1.5K Mobile +2.5 K Travel Allowance +Incentives

The Relationship Manager MCB will be responsible for managing and growing relationships with multinational corporate clients. The role involves structuring credit deals, portfolio management, acquiring new clients, and ensuring smooth execution of banking transactions. The ideal candidate will play a key role in revenue generation through cross-selling of banking products and maintaining high service standards. Key Responsibilities Core Responsibilities Assist the Team Leader in managing a portfolio of multinational corporate clients. Prepare credit approval and renewal memorandums, generate risk analysis reports, and manage credit-related covenants and exceptions. Develop business by deepening existing client relationships and acquiring new clients. Monitor client accounts, track financial performance, and manage daily transactions. Conduct industry, client, and market analysis to identify growth opportunities. Coordinate with Risk, Legal, and Operations teams to ensure smooth transaction execution and compliance. Acquire and service new clients, offering complete banking solutions across liabilities and assets, with a strong focus on revenue generation. Risk and Compliance Responsibilities Ensure adherence to internal risk policies and regulatory guidelines. Work closely with the risk team to address potential credit and operational risks. Key Interactions Internal Stakeholders Risk Management: Collaborate to ensure compliance with risk frameworks. Legal Team: Resolve legal aspects of deals and regulatory requirements. Product Team: Address product-related queries and develop business strategies. HR & Training Team: Identify training needs and performance rewards. External Stakeholders Clients/Customers: Understand financial needs and provide suitable banking solutions. Dealers/DSAs/Vendors: Build relationships to explore new business opportunities. Knowledge & Experience Educational Qualifications Bachelor's degree in any field (Master's degree preferred). Strong proficiency in written and spoken English. Competencies & Key Performance Indicators Behavioral Competencies Customer Focus: Understands customer needs and delivers value-driven solutions. Professional Entrepreneurship: Takes initiative and ownership of tasks. Drive for Results: Works proactively to achieve business targets within deadlines. Influence & Impact: Persuades stakeholders effectively to achieve business goals. Quality Focus: Ensures adherence to banking standards and continuously improves processes. Leadership Competencies Nurtures Growth: Provides ongoing training and support to junior team members. Communication & Commitment: Maintains clear communication and tracks performance. Positive Attitude: Demonstrates a solution-oriented mindset. Technical Competencies Strong knowledge of corporate banking products and services. Ability to analyze customer behavior and market trends. Understanding of electronic banking channels and corporate banking processes. Proficiency in MS Office for reporting and data analysis.

Positions : Releationship Manager (Select RM) / Service Delivery Manager (SDM) Walk-In date: 12th & 13th June 2025 (11:00 AM to 3:30 PM) Interview Venue : IndusInd Bank Limited, 9A King Square, Ground Floor, 11th Cross, Thillai Nagar, Trichy - 620018 Contact Person : Sangeetha P (Branch Manager) Job Role : Any Graduate/Post-Graduate with Min of 3 to Max of 10 years of Banking/NBFC experience To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sellrs Eligibility Criteria : Age must be within 35 years for RM & 30 years for SDM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

We are seeking a skilled Account Manager for our Enterprise Payments team. In this role, you will handle customer inquiries, manage accounts, conduct sandbox testing, create reports, and collaborate across teams to enhance the customer experience and drive product success. Your responsibilities include but are not limited to: Customer Inquiries: Manage customer inquiries via phone, email, chat, and Jira Service Desk. Sandbox Testing: Perform User Acceptance Testing (UAT) to ensure product functionality and reliability. Documentation: Develop and maintain SOPs and content on Confluence for internal use. Product Knowledge: Stay up-to-date on product features and provide informed support. Account Monitoring: Track new subscriber accounts, ensuring smooth operations and compliance. Reports & Dashboards: Design customized reports and dashboards to identify trends and insights. Product Enhancements: Gather requirements for product enhancements and raise tickets to the development team. Demos & Training: Create and deliver product demos and training to customers. Meetings: Conduct meetings with customers to review performance, gather feedback, and provide updates. Cross-functional Collaboration: Work with sales, development, and other teams to address customer needs. Requirements The following describes the general qualifications and physical, sensory and mental abilities normally associated with performing the essential functions of this position. - Demonstrate an ability to work under pressure to meet deliverables accurately and on time - Excellent communication, interpersonal, organizational, time management and leadership skills - Collaborate effectively with other teams within department and the Organization - Must be able to resolve problems on a daily basis, handle conflict and make effective decisions under pressure. - Determination, Dependability, Integrity, Professionalism Education and Experience Requirements: - Education & Experience: Bachelors degree + 3 years of experience in FinTech or enterprise payments. - Problem-Solving: Strong analytical skills for issue resolution and process improvements. - Customer Focus: Proven ability to build and maintain strong relationships with clients. - Technical Aptitude: Proficient in Jira Service Desk, MS Office, Google Apps, CRM tools. - Communication: Excellent verbal and written communication skills. - Time Management: Ability to prioritize tasks and manage a high volume of inquiries. -Work Schedule: Must be available during Pacific Standard Time (PST) working hours (5:00 AM - 5:00 PM). Benefits 5 Days Working. One Complimentary Meal per Day Internet Reimbursement Group Medical Insurance Relocation Assistance (if Applicable)

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 9913274989 or share CV on shweta.rajput@tradebulls.

Role & responsibilities Dealing with Clients HNI Clients ,Ultra HNI Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund ,PMS,AIF Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile : Immediate Joiner

• Recruit Agents / Advisors • Develop agents through coaching, training, team management support etc • Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets Required Candidate profile • Must have Minimum 1 Year Experience in Insurance/Banking/ Any sales. • Must be a Graduate. • Within 40years of age.

Responsible for building relationships with Retail MFDs, Wealth Management counters, and National Distributors offering advisory on AMC Products that drive business into the funds

Oversee Non-EB business lines, including Property (Fire, Marine, Burglary), and other lines of business Ensure retention of corporate clients through effective liaison and communication Provide timely and accurate MIS data as per business requirement Required Candidate profile 3 to 8 years of experience in General Insurance sales is mandatory CTC range: 4 LPA to 8 LPA Age limit: 40 Graduation is mandatory Good Communication skills

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-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.