1626 Relationship Manager Jobs - Page 5

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

Assistant Relationship Manager -Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships. Responsible for New Business Development activities, dealing with large...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Roles and Responsibilities Responsible for the P&L Account, delivering the top line & bottom line of the Mortgage business in line with organization needs Sales Budget and Plan, COA, Customer Retention, Recruitment & Product Training Handling aspects pertaining to Portfolio monitoring, Project Approval, Legal, Technical, PDD, Referral Billing, vendor management & sales Manager Incentives etc. Acquire customers for Home Loan from open market, Branch network, Channel partner and Builder relationship. Build new relationships with builder community basis projects and expansion plans. Developed strategic plans rolled out to business and built revenue streams with various product mix Portfolio man...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Positions : Relationship Manager (RM) / Key Account Manager (KAM) /Service Delivery Manager (SDM) / Teller Walk-In date: 11th & 12th Sep 2025 (11:00 AM to 3:00 PM) Interview Venue : IndusInd Bank Limited, 652-662, Tristar Towers, 2nd Floor, Avinashi Road, Coimbatore - 641037 Contact Person: Ts Vasan (Regional Head) / Lakshmanan (RSM) Job Role : Relationship Manager (Select RM): To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their bank...

Payroll: Bank Manage & grow HNI relationships virtually Offer tailored wealth solutions (Investments, Loans, Insurance) Acquire clients via referrals & outbound calls Meet sales & revenue targets Ensure top-notch service & compliance Age Limit-28 Required Candidate profile Minimum 2+ years in Retail Banking / Wealth Management Preferred Backgrounds VRM-Virtual Relationship Manager Retail Liabilities / Assets Sales NBFCs with Wealth/Retail focus Call 9082104424 Sanika

As a Relationship Manager specializing in Home Equity within the Direct Selling Agent (DSA) Channel, you will be responsible for driving sales in the Housing sector in Mumbai, specifically in the Borivali area. Your primary focus will be on promoting and selling Home Equity products to potential customers. Building and maintaining strong relationships with clients, understanding their financial needs, and providing them with suitable Home Equity solutions will be key aspects of your role. You will work closely with the sales team to achieve targets and contribute to the overall growth of the business. Your ability to communicate effectively, negotiate deals, and deliver excellent customer se...

Role & responsibilities Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers. To achieve overall business targets on volumes and profitability for BBG customers. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and s...

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 7304501604 or share CV on jyoti.mehta@tradebulls.in

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.

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 BDM Salary Good Salary Experience: Minimum 3 years sales Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

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- 3to 10 Year Sales Salary -4.5Lac Working with people. Entrepreneurial and commercial Drive for results. Maturity High Confidence levels, good Communication Should be well networked

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- 3to 10 Year Sales Salary -4Lac Working with people. Entrepreneurial and commercial Drive for results. Maturity High Confidence levels, good Communication Should be well networked

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.

Openings for Sales Manager, Personal Loan (Salaried / Self employed) role @ Chennai, Pudukottai, Trichy, Dindigul, Erode, Panruti & Krishnagiri, Kanchipuram, Tuticorin, Tirunveli location Roles and Responsibilities 1.Business Development through channels (DSAs). 2.Identifying and maintaining good relation with channels to increase personal loans / business loans business. 3.Identification, recruitment and training of channels. 4.Ensuring timely payout to channels. Desired Candidate Profile 1. Handled channels before. 2. Understanding of Personal loans /Business loans. 3. Knowledge of local market 4. Candidates having experience in Banking / NBFCs are preferred. Perks and Benefits Salary is n...

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 - 34 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

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Primary Job Responsibilities : Sourcing to loan disbursement of LAP Files. Should have market connect of 25+ DSA channels. Good understanding of various programs like Vanila income, Low LTV, Banking Product, NIP/LIP etc. Basic Understanding on Financials. Daily Field visit to meet channel partners and build relationship Demonstrate a comprehensive understanding of Loan Against Property product, including eligibility criteria, valuation methodologies, and risk assessment. Take ownership of monthly Login activities, ensuring accurate and timely documentation and adherence to internal process. Meeting Self- Assigned disbursal targets as per credit policies. Cultivate strong relationships with e...

Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

Job Summary Anand Rathi share and stock brokers limited is looking for relationship manager to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targe...

Job Summary Anand Rathi share and stock brokers limited is looking for relationship manager to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targe...

As a Relationship Manager specializing in Home Equity within the DSA Channel for Housing products in Mumbai (specifically Borivali area), your primary responsibility is to drive sales and build strong relationships with customers. You will be focusing on Home Equity (HE) products and services, catering to the needs of potential borrowers in the market. Your duties will include prospecting for new customers, understanding their financial requirements, and recommending suitable Home Equity products that align with their needs. You will be responsible for managing a portfolio of clients, providing them with personalized service, and ensuring their satisfaction with the products offered. Additio...

Post: Agency Manager/ Sales Manager CTC: 2.00 - 5.00 Lacs + Incentives Profile: Team Handling & Individual Sales Exp: Min. 1.5 year exp. in any Sales like (Sales/BD, Banking, Financial Sector, Insurance or any other industry) Qualifin: Min. Graduate Required Candidate profile - Minimum Graduate with Min.1.5 Years Sales Experience. - Candidate Age (Preferably b/w 23 - 40 Years) - Good Communication, Interpersonal and Leadership skills. - Must have knowledge of local Market.