8142 Relationship Manager Jobs

GREETINGS FROM KOTAK LIFE INSURANCE!! Interested Candidates Can Contact Us on 8828395189 or mail ID : kli.nishmitha-kotian@kotak.com Position: B2B Sales Manager Location:Vijayawada Experience: Minimum 2 Years in Sales Qualification: Any Graduate Employment Type: Full-Time About the Role Kotak Life Insurance is seeking dynamic and driven professionals for the role of B2B Sales Manager. This role involves working closely with Relationship Managers (RMs) from partner organizations (primarily banks or NBFCs) to drive sales of Credit Life Insurance products. Key Responsibilities Build and maintain strong relationships with Relationship Managers (RMs) Collaborate with RMs who are selling loans to customers and position Credit Life Insurance as a complementary offering Ensure consistent lead flow by nurturing RM relationships Meet customers to explain and sell life insurance products tailored to their loan needs Act as a bridge between the loan and insurance teams to drive sales conversion Meet sales targets through proactive engagement and customer servicing Perks & Benefits Attractive Fixed CTC Travel Allowance for field visits Performance-Based Bonus Career progression and learning opportunities in one of India's top life insurance companies Who Can Apply Graduates from any discipline 2+ years of sales experience (especially in BFSI, loans, or insurance) Strong communication and relationship management skills Goal-oriented individuals with a customer-first approach

Outbound Sales Calls: Make calls to potential customers to promote and sell share market investment products and services. Follow up with leads generated via campaigns and marketing. Client Education: Educate customers about share market trends, investment benefits, and risk factors. Explain various financial instruments like equity, mutual funds, and demat accounts. Target Achievement: Meet or exceed daily, weekly, and monthly sales targets. Maintain a healthy conversion ratio through effective pitching and objection handling. CRM Management: Update all lead details, interactions, and status in the CRM tool accurately. Schedule follow-up calls and track responses. Compliance & Process Adherence: Follow all regulatory and organizational compliance while dealing with financial products Maintain professional behavior during all customer interactions. Market Awareness: Stay updated with current share market news, trends, and competitor offerings. Provide relevant insights and advice to clients as needed. Who Should Apply Candidates passionate about finance and stock markets Sales professionals looking to switch to BFSI domain Individuals who are target-driven and persuasive communicators Graduates with relevant experience and a desire to grow in financial sales

Role & responsibilities Job Title: Relationship Manager (Field Sales Executive) Location: Pan India(Indore, Banglore, Chennai, Agra, Ludhiana, Goa) Company: Policy Bazaar Industry: Insurance ( Immediate joiner will be a Plus) Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales. Strong communication and networking skills Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions Need-Based Selling: Ensure appropriate solutions through a structured selling model Upselling & Cross-Selling: Maximize revenue through existing customer base Post-Sales Service: Resolve queries and ensure timely policy issuance Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies Sales Forecasting: Design and evaluate innovative sales strategies Database Management: Maintain and grow your customer database in your designated territory ISMS Compliance: Follow security protocols to safeguard customer and company data. Perks and Benefits: Unlimited Incentives Travel Allowance Medical Insurance Attractive Salary Package Join Policy Bazaar to grow your career in insurance sales with strong incentives and nationwide opportunities. Send your CV at priyankaprasad@policybazaar.com or Connect at 9220507161 .

Responsibilities/KPI's: 1. Agency Channel Development Sourcing POS Agents as per the agreed mix and policy. Agency Channel Development for the assigned location. Coordinating with Operations team for pre licensing, training, and licensing. Conduct induction training and coordinate with sales training team for product and ongoing trainings for the respective POS. Maintaining the agreed mix of new and existing agents /POS. Develop and execute strategies to reach out to various market segments. 2. Agency Channel Management Monitoring Agent performance on the common variables of segment way to the market -Renewal/Fresh database, funnel, and closures. Maintaining the high active percentage of POS. Controlling Attrition of POS Agents. Ensuring high productivity of team and POS and manage the right level of channel engagement with the POS. 3. Channel Servicing Reconciliation of partner accounts and coordination with all the departments for same 4. Profitability Work on various market dynamics and provide feedback for the improvement in the internal organisation to cope up with the same. Management of loss ratios. 5. Compliance & Hygiene To ensure compliance with the external bodies and other authorities. Ensure internal compliance. Manage cheque bounce recovery and business pendency. Other responsibilities as per the KPI and growth factors.

Life Insurance Sales - Customer Leads Provides Company 100% , Work on assigned leads and generate referrals from every visit that made to customer. Cross sell and up sell Insurance products . Required Candidate profile Candidate Interested Sales Field Job Local Candidate good family background Vehicle is must Should be self motivated Positive energy

Preferred candidate profile Minimum 6 months of sales experience is mandatory (any industry) and max. 3-4 years of BFSI work experience. Hiring for SDM role in Kaithal location (BANCA Channel, CTC 2.75 LPA) Hiring for CAM, SR CAM, BAM role for Chandigarh (VRM Vertical) in BANCA Channel.

1. Develop and manage HNI client relationships 2. Drive growth in liabilities, assets, and fee products 3. Conduct sales planning, portfolio reviews & recommend suitable products 4 Ensure excellent customer service and compliance Call on 7827930908 Required Candidate profile 1. 4-10 yrs. exp. in Working Capital/ SME Lending/ Wealth Sales in banks/NBFCs. 2. Preferred certifications: NISM/IRDA/AMFI 3 Excellent communication & convincing skills 4 Should have a prior HNI base Perks and benefits Attractive incentives

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Surat, Ahmedabad, Vadodara Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions. Need-Based Selling: Ensure appropriate solutions through a structured selling model. Upselling & Cross-Selling: Maximize revenue through existing customer base. Post-Sales Service: Resolve queries and ensure timely policy issuance. Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies. Sales Forecasting: Design and evaluate innovative sales strategies. Database Management: Maintain and grow your customer database in your designated territory. ISMS Compliance: Follow security protocols to safeguard customer and company data. Peaks & Benefits: Unlimited incentives Travel Allowances Medical I Insurance Attractive Salary Package Contact person - Aaditi Sonawane Send your resumes to contact number - 9667621702 or Email - aaditisonawane@policybazaar.com

Job Description Relationship Manager (Bancassurance Sales) We are hiring a Relationship Manager for our Bancassurance sales team in the Insurance department. The role involves handling walk-in customers in bank branches, understanding their financial needs, and offering suitable insurance solutions. Candidates must possess strong communication and convincing skills with a customer-focused approach. Freshers with excellent communication are most welcome to apply. This is an excellent opportunity to build a career in insurance sales with strong growth prospects. If you are enthusiastic about sales and customer interaction, we want to hear from you!

Responsibilities: Manage sales team performance & training Collaborate with marketing on campaigns & promotions Achieve revenue targets through strategic planning Develop business plans & execute tactics

Salary- 2.5-3LPA Location- Delhi NCR (All over) Company Name- Growth India Summary: The Relationship Manager will manage and strengthen relationships with e-commerce partners (vendors, third-party sellers, and suppliers) to drive business growth and enhance customer satisfaction. This role involves developing strong partner connections, analyzing performance data, resolving issues, and supporting business development initiatives. The manager will collaborate with internal teams (marketing, logistics, etc.) to ensure smooth operations and alignment with business goals. Key Responsibilities: Build and maintain long-term relationships with partners. Identify new business opportunities and drive growth for partners. Monitor and report on partner performance using data-driven insights. Collaborate with internal teams for seamless partner support and customer experience. Negotiate terms and manage conflict resolution. Qualifications: 1 year of experience in relationship management in e-commerce or related industries. Strong communication, negotiation, and analytical skills. 12th Pass & Graduation preferred Must Have: Bike & Smart Phone Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Paid sick time Language: English (Required) Work Location: In person Speak with the employer +91 7982875584

About Us- Jetovacation is a fast-growing travel-tech company focused on crafting luxury holidays, weekend getaways, self-drive tours, and exclusive international experiences. Our mission is to build a vibrant lifestyle community of travelers seeking more than vacations — they seek unforgettable moments. We are committed to becoming one of the most trusted travel brands in the country through exceptional experiences and personalized services. Position - Travel Sales Executive -We are looking for a dynamic and motivated Travel Sales Executive to join our team. The ideal candidate will play a vital role in identifying new business opportunities, nurturing client relationships, and developing strategies to increase revenue and brand presence. Key Responsibilities Help clients choose the ideal travel package based on their needs and preference. Provide accurate and engaging information about destinations, including pricing, weather, culture, and experiences. Maintain strong, ongoing communication with clients to build lasting relationships. Handle customization requests and ensure a seamless, satisfying experience. Meet and exceed individual sales and revenue targets. Stay updated on travel trends and market insights. Deliver excellent customer service and provide post-sales support. Qualifications & Skills Strong ethics, self-motivation, and a passion for travel and startups. Minimum 6 months of experience in the travel or tourism industry preferred. Proven track record in sales and client relationship management. Excellent verbal and written communication skills .Strong customer service mindset and problem-solving skills. Target-driven, adaptable, and able to work both independently and in a team. NOTE :- Freshers with strong communication skills and a passion for travel are also welcome to apply! Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Leave encashment Paid time off Provident Fund Experience: travel : 1 year (Required) Location: Saket, Delhi (Required) Work Location: In person Application Deadline: 25/08/2025

Role : Relationship Manager Job Type: Fulltime Location : Work from Mohali - Office Experience : 0-1 year About Fitelo: We are Fitelo, your No.1 app for weight loss, diet planning, and better overall well-being. We’re dedicated to giving you the very best of health and lifestyle from the comfort of your home or office Every day is a chance to flip the script. An invitation to take everything we know and re-invent it. Do it better. Never settle for good enough. Every day we get up, invent, adapt, improvise, find new ways to collaborate, and do the unexpected. We're a team of health care experts from doctors to dieticians to fitness coaches helping people to achieve their fitness goals About the role: We are looking for a relationship manager to build and preserve trusting relationships with our customers. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills. Ideal candidate will have :  Experience as a client relationship manager  Knowledge of customer relationship management (CRM) practices  Experience in sales or customer service is preferred  Problem-solving attitude  Excellent communication skills  Aptitude for fostering positive relationships  Teamwork and leadership skills  Customer-oriented mindset Specifically, this role will involve:  Serving customer by providing service information and resolving service problems  Attracting potential customers by answering service questions  Maintaining customer records by updating clients information  Resolving service problems by clarifying the customer’s complaint, determining the cause of the problem, explaining the best solution to solve the problem and following up to ensure resolution  Contributing to team effort by accomplishing related results as needed  Gaining solid knowledge of competitors Job Type: Full-time Pay: ₹10,000.00 - ₹22,000.00 per month Application Question(s): Are you capable of interacting with clients to resolve any queries? Work Location: In person

* Maintain healthy relations with Customers. * Look for better sales Opportunity to grow company revenue. * Lead and manage the activity of sales team. * Motivate them for Sales. * Handle the walkin customers. * Cross sale of other banking products. Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-piyush@sresthinfo.com C-7984704065 (HR Piyush) Perks and benefits On Roll Job + High CTC Incentives + Allowances

We are looking for a dynamic,seasoned and result driven strategic professional to architect and drive an anchor role as Senior Relationship Manager – Government & Corporate Business for Northeast region. This role would work closely with the management of a fast-paced entity which is on a path of high growth. Roles and Responsibilities: • Architect the strategy and tap the entire ecosystem opportunity across Corporate, Government Business and engage with senior stakeholders, MSMEs. • Responsible for identification, develop & originate new relationships with the entire gamut of product. • Responsible for business generation and responsible for acquiring new quality corporate business for India’s largest TReDS platform • Drive sales through new customer acquisition, grow book size and deliver to the overall revenue growth • Prospect potential clients using various direct methods, networking & research • Work closely with the product, operations & service teams to address operational & service queries Experience: • Prior experience of at least 5 years in a B2B Fintech / Emerging corporates/Supply Chain Finance/Trade finance/Commercial Banking/Invoice Discounting platform/Capital Loan/Fintech • Strong experience in corporate acquisition and interacting with stakeholders. • Bachelor’s degree is must. MBA / PGDM would be preferred. • Excellent people management skills including leadership, development and coaching skills. • Proven ability to influence cross functional teams • Excellent communication skills multi language proficiency is an added advantage Competencies: • Business Agility – mindset to continually challenge the existing model and suggest business roadmaps. • Market Landscape - Ability to take on opportunities, identify initiatives etc that will get quick wins and have biggest impacts for the organization. • Strong financial, analytical and quantitative skills to have the competitive edge on the competition benchmarking and market dynamics • Strong team management skills with ability to deliver individually and through the team. • Strength in problem solving, ability to work in a deadline driven work environment and ability to multitask. If you love working with people and thrive in fast-paced environments, we would like to have a conversation with you. • Excellent written, verbal, and interpersonal skills to communicate effectively. • Self-starter, go-getter ability to work independently • Leadership team management skills •Attention to detail • Strong financial, analytics and technology orientation • Enthusiastic to travel, as travel might be involved

Company Description Home First Finance Company (HFFC) started in 2010 with a mission to make home loans accessible for affordable housing. Serving over 100,000 customers across 250 cities in India, the company has an AUM of ₹12,000 Cr+. Known for fast approvals, hassle-free processes, and tailored loan solutions, HFFC specializes in home, construction, and mortgage loans. The team is young, with an average employee age of 24, fostering a friendly and curious work environment. Join us and be part of our passionate team dedicated to making home loans accessible. Role Description This is a full-time, on-site role located in Bengaluru, Mysuru, Hubli, Belagavi, Kalaburgi for a Relationship Manager. The Relationship Manager will be responsible for managing client relationships, understanding customer needs, and providing suitable financial solutions. Day-to-day tasks include client interaction, loan processing, and ensuring customer satisfaction. The role involves working closely with other departments to ensure smooth loan disbursals and resolving any client issues promptly. Qualifications Excellent customer relationship management and communication skills Ability to understand and assess customer financial needs and provide suitable solutions Experience in loan processing and disbursal procedures Problem-solving skills to address and resolve customer issues effectively Bachelor's degree in Finance, Business Administration, or a related field is preferred Proficiency in regional languages is a plus Ability to work independently and as part of a team Prior experience in the financial services industry is an advantage WE ARE ALSO HIRING FOR IMMEDIATE OPENINGS IN BRANCH MANGERS

Role Overview As a Deputy Team Lead – Customer Service , you will play a crucial role in managing and enhancing the student experience. This is an individual contributor role focused on handling high-value student escalations, improving service quality, and ensuring timely resolution of queries and concerns. Key Responsibilities Serve as the single point of contact for student queries and escalations. Manage end-to-end resolution within defined SLAs while ensuring high satisfaction scores. Collaborate with internal teams (academic, tech, operations) to close student issues efficiently. Analyze student feedback and identify opportunities for process improvement . Maintain CRM records, ticketing systems, and case logs with accuracy. Proactively engage with students to ensure satisfaction, trust, and retention . Track and monitor customer service metrics ; provide weekly reports and insights to senior management. Key Requirements 2–4 years of experience in customer service or student support, preferably in EdTech or other service-driven industries. Strong interpersonal and communication skills (spoken and written). Ability to multitask, prioritize, and perform under pressure in a fast-paced environment. Problem-solving mindset with a customer-first approach . Basic proficiency in CRM tools (Zoho, Freshdesk, or similar platforms). Willingness to travel to partner universities when required.

Company Description MoneyCount, founded in 2007, is dedicated to delivering independent and unbiased financial solutions to help clients grow and protect their wealth. Under the leadership of Davinder Sethi, a Certified Financial Planner (CFP) and Certified Trust and Estate Professional (CTEP), our team brings over 50 years of combined industry experience. We offer services including Mutual Funds, Equity PMS, Insurance, Bonds, and Direct Equity, tailored to individual and institutional needs. Serving over 2,000 clients globally and managing assets exceeding ₹250 crore, we emphasize transparency, personalized advice, and leveraging cutting-edge technology. Our foundation is built on trust, integrity, and reliability, fostering long-term relationships to navigate the complex financial landscape. Role Description This is a full-time, on-site role for a Relationship Manager based in Jaipur. The Relationship Manager will be responsible for managing client relationships, providing financial advice, understanding clients’ financial goals, and offering tailored financial solutions. Daily tasks include regular communication with clients, conducting financial assessments, and developing comprehensive financial plans. Additionally, the Relationship Manager will maintain up-to-date knowledge on financial products and market trends to ensure the highest quality service. Qualifications Strong client relationship management, understanding client requirements, and providing tailored financial advice Knowledge of financial products and services, including Mutual Funds, Equity PMS, Insurance, Bonds, and Direct Equity Excellent communication, negotiation, and interpersonal skills Proficiency in financial assessment and developing comprehensive financial plans Ability to stay updated with market trends and financial regulations Bachelor’s degree in Finance, Economics, Business Administration, or a related field Relevant certifications such as CFP, CTEP are advantageous Experience in the financial services industry is beneficial

Role & responsibilities Achieve sales targets for life insurance by engaging with prospective customers. Understand customer needs and offer suitable life insurance products, including cross-selling and upselling. Build and maintain strong relationships with clients to ensure timely renewals and customer satisfaction. Utilize provided leads effectively on a daily basis to maximize business opportunities. Maintain accurate customer data and update systems regularly. Drive performance through weekly goal sheet achievements and participation in sales contests. Ensure high standards in product mix, policy persistency, and lead conversion rates. Operate efficiently with a focus on cost-effectiveness and quality business. Preferred candidate profile Communication in English, Hindi & other Regional Language Keen to work in a highly competitive environment. Right attitude & never say- die mind-set. Effective planning, time management and organizational skills Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude.

Role Overview: We are seeking dynamic and motivated Field Sales professionals to join our Agency Vertical team at Pbpartners(Policy Bazaar). The role involves selling insurance products across Motor insurance. Key Responsibilities: - Identify and onboard potential agents and partners to expand the network. - Drive sales for Motor insurance products through the agency channel. - Build and maintain strong relationships with clients and partners. - Provide training and support to agents to help them achieve sales targets. - Meet monthly and quarterly sales goals and objectives. - Conduct regular market analysis to identify opportunities for growth. Requirements: - Minimum 1+ year of experience in field sales, specifically in insurance products for Motor Insurance. - Strong communication and negotiation skills. - Proven ability to meet or exceed sales targets. - Willingness to travel extensively. - Knowledge of the insurance industry and agency network is a plus.

Company Description Bimawalla, powered by Open Box Ventures, is dedicated to simplifying wealth-building and insurance for individuals, professionals, and businesses. With expertise in financial planning, insurance advisory, and investment strategies, Bimawalla helps clients protect their assets and grow their dreams. Bimawalla combines insurance and investments into an accessible, straightforward service, making financial security and growth achievable for all. Role Description This is a full-time on-site role for a Relationship Manager, located in Navi Mumbai. The Relationship Manager will be responsible for managing and nurturing client relationships, providing financial planning and advisory services, and supporting clients with their insurance and investment needs. Daily tasks include conducting client meetings, offering tailored financial solutions, and ensuring customer satisfaction. The role involves working closely with the internal team to align strategies and deliver the best outcomes for clients. Qualifications Strong skills in Client Relationship Management and Customer Support Expertise in Financial Planning, Insurance Advisory, and Investment Strategies Excellent Communication and Interpersonal Skills Analytical and Problem-Solving Abilities Experience in the financial services or insurance industry is a plus Ability to work on-site and collaborate effectively with team members Bachelor's degree in Finance, Business Administration, or related field

Join Our Growing Sales Team - High Incentives & Fast Career Growth! Position: Relationship Manager (Loans) Location: Pune Company: Rupee Boss Financial Services Pvt Ltd Job Description: - Promote loan products (Home Loans, Personal Loans, Business Loans, LAP) - Build and maintain strong client relationships - Coordinate with internal teams for loan processing Requirements: - Graduate (Any Stream) - Freshers or experience in Loans/Banking/NBFC - Good communication and negotiation skills - Target-oriented and self-driven Perks: - Attractive salary + monthly incentives - Career growth opportunities Join Our Journey: We're a company built by graduates with a vision to become bigger than a bank. With 600+ team members and 40+ offices across India, we're looking for driven individuals to grow with us. Apply now and let's build the future together!

We are looking for a dynamic and client-focused Relationship Manager to join Trading Tatva Company. The ideal candidate should have a strong understanding of trading concepts, excellent interpersonal skills, and the ability to build and nurture long-term client relationships. Key Responsibilties:- Manage and grow relationships with existing clients by understanding their trading needs. Onboard new clients and provide guidance on company trading platforms, services, and products. Provide market insights and updates to help clients make informed trading decisions. Maintain high levels of customer satisfaction through proactive communication and support. Collaborate with internal teams to resolve client issues promptly. Identify opportunities to cross-sell or upsell company products/services. Ensure compliance with company policies and industry regulations. Requirements:- Bachelor’s degree in Finance, Business, Economics, or a related field. 2–3 years of experience in trading, financial services, or relationship management. Strong knowledge of trading concepts, markets, and financial instruments. Excellent communication, presentation, and interpersonal skills. Ability to handle client queries with patience and professionalism. Self-motivated with strong problem-solving and negotiation skills.

#Hiring We are Hiring Relationship manager at Home First Finance Company Inidia Ltd. Product: HL+LAP Location: Surat, Gujarat Educational qualifications - Graduate or post graduate Package: Hike on current salary + attractive incentives Freshers do not apply. Interested candidates please whatsapp your CV on 8238994548 or mail on rohit.gajnotar@homefirstindia.com

💼 Job Title: Relationship Manager (RM) 📍 Location: Ahmedabad 🏢 Company: Anand Rathi Shares & Stock Brokers ⸻ ✨ About the Role Anand Rathi Shares & Stock Brokers is seeking an experienced and result-oriented Relationship Manager (RM) to join our Ahmedabad team. The candidate should have a strong background in Broking, Insurance, or Banking, with proven expertise in managing client relationships and driving business growth. ⸻ 📋 Key Responsibilities • Build and maintain long-term client relationships. • Understand client needs and provide customized financial solutions. • Achieve business and revenue targets across various financial products. • Deliver exceptional customer service and ensure client satisfaction. • Keep up-to-date with financial markets, products, and compliance guidelines. ⸻ 🎓 Eligibility Criteria • Education: Graduate (Minimum) • Experience: Minimum 2+ years in Broking, Insurance, or Banking • Strong communication, interpersonal, and negotiation skills. • Proven ability to generate business and retain clients. ⸻ 🚀 Why Join Anand Rathi? • Work with one of India’s most trusted financial services brands. • Attractive compensation with performance-based incentives. • Growth-oriented and professional work environment. ⸻ 📧 How to Apply Apply directly on LinkedIn or send your resume to : Mail - nimitpawani@rathi.com Mo. - +91 9316314501