3861 Relationship Manager Jobs

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Lead efforts to acquire new clients in the mid corporate sector, identifying prospects and converting them into valuable business relationships. Build and maintain strong relationships with corporate clients in the Mid Corporate segment and Channel Partners. Understand clients'' financial goals, challenges, and opportunities to provide tailored solutions. Identify new business opportunities and revenue streams within the corporate finance sector. Collaborate with clients to structure financial deals that meet their needs. Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products. Assess creditworthiness and risk factors associated with clients. Focus on portfolio growth by cross-selling financial products and services, achieving budgetary targets for Net Interest Income (NII) and fee income. Analyze financial statements, credit reports, and market trends to assess client performance and risks, developing insights to enhance client portfolios. Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies. Job Minimum 2 years of experience in sales, preferably in the banking or financial services industry. Strong knowledge of financial products and services, including credit solutions and portfolio management. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients. Ability to analyze financial data and market trends to provide informed solutions. Strong understanding of compliance regulations and industry standards. Any Graduate or Postgraduate degree.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Coimbatore. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Lead efforts to acquire new clients in the mid corporate sector by identifying prospects and converting them into valuable business relationships. Build and maintain strong relationships with corporate clients in the Mid Corporate segment, understanding their financial goals, challenges, and opportunities. Identify new business opportunities and revenue streams within the corporate finance sector, expanding the client base and promoting financial products and services. Collaborate with clients to structure financial deals tailored to their specific needs, preparing and presenting proposals. Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products, assessing creditworthiness and risk factors associated with clients. Focus on portfolio growth by cross-selling financial products and services, achieving budgetary targets for Net Interest Income (NII) and fee income. Analyze financial statements, credit reports, and market trends to assess client performance and risks, developing insights to enhance client portfolios. Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies. Job Minimum 2 years of experience in sales, preferably in the banking or financial services industry. A graduate or postgraduate degree in any discipline is required. Possess strong skills in client acquisition, relationship management, deal structuring, credit solutions, portfolio growth, financial analysis, and compliance. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are necessary.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Gurgaon, Sector 14. The ideal candidate will have between 2 to 7 years of experience in sales and relationship management. Roles and Responsibility Focus on portfolio growth by cross-selling financial products and services. Achieve budgetary targets for Net Interest Income (NII) and fee income. Analyze financial statements, credit reports, and market trends to assess client performance and risks. Develop insights to enhance client portfolios. Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies. Job Strong knowledge of financial analysis and portfolio management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong problem-solving and analytical skills. Experience in the banking or financial services industry is preferred. A graduate degree is required.

We are looking for a skilled professional with 6 to 8 years of experience to join our team as a Sr. Relationship Manager - Wealth in Pune, Baner, and MM. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and wealth management. Strong understanding of financial products, including debt, structures, equities, MFs, and fund-based real estate. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored solutions to clients.

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

We are looking for a highly skilled and experienced Virtual Relationship Manager to join our team in Mumbai, Lower Parel, and JM. The ideal candidate will have 1-4 years of experience in mutual fund sales. Roles and Responsibility Establish relationships with registered users and provide personalized investment solutions. Recommend mutual funds based on clients'' requirements and achieve sales targets for mutual fund sales, SIP, and lump sum investments. Resolve client queries and assist investors with mutual fund portfolio reviews. Stay connected with clients to provide regular portfolio and market updates. Pitch new products such as NFOs and other financial instruments. Encourage referrals from existing users to onboard new investors on the platform. Job Good communication skills and experience in mutual fund or insurance sales. Understanding of mutual fund investments and products, along with a target-oriented mindset. NISM mutual fund distribution certification is preferred. Ability to work in a fast-paced environment and meet sales targets. Strong knowledge of financial markets and products, including mutual funds, SIPs, and NFOs. Experience in providing excellent customer service and building strong client relationships.

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

1. Daily Sales Calls as per plan shared by BBM. 2. Generate customer leads. 3. Lead conversion to Sales. 4. Collect relevant data points& documents for credit assessment from the customers.

Company Name Muthoot Fincorp Limited Job Title Senior Relationship Manager, Secured & Unsecured Business Loans Grade C3/C4 Location PAN India Reports to Business Manager, Secured & Unsecured Business Loans Span Of Control NA Job Purpose The purpose of the role is to deliver and execute customer acquisition through business development and support branch channel in managing the customer journey through sales championship, process championship and product championship. Key Job Responsibilities Deliver on Customer Acquisition through business development To find new micro markets and empanel good quality referral partners to scale up Micro LAP business & Gold backed secured business loan (Suvarna) Work in the Area assigned by the Branch Business Manager and generate leads Cold Calling to the potential customer base to generate business Daily Sales Calls as per the Plan submitted to BBM To find, nurture and develop excellent relationship with the Referral Partners / Connectors Managing the customer journey through sales championship, process championship and product championship To Activate Referral Partners for new business To give doorstep service to customers at their residence or office. To learn the Organization s policies, and source files as per the policy. To Act as the Eyes & Ears of the Organization while working in the Market for new opportunities, information and sharing them to Branch Business Manager To Support the Customers in terms of end -to- end loan processing. To act as the Bridge between Customers and the Branch To be responsible for the Soft Bucket collections, Early mortality and 12 MOB Fresh Sourcing. To Cross Sell Insurance effectively to the loan customers to safeguard their Property, Health & Life. To Be the Face of SULB Muthoot Fincorp for the Area Assigned for Working. Retain existing live loan customers. Knowledge, Skills & Attributes Result Orientation Customer Service & Retention Focus Strong presentation skills Relationship Building & Stake holder Management Process Knowledge/ Orientation Cross Selling / Upselling Skills Business Development Communication Skills Proficiency in local language and English Culture at Muthoot Pappachan Group We do everything to gain and maintain the Trust of all the stakeholders and don t do anything to lose their Trust . Trust is the overarching Core Value , one which, our other values have been built. Our Core Values Integrity Asking oneself before saying, doing or deciding on anything, whether it s passing the test of integrity. No unethical shortcuts, to save time, money and energy. Strict adherence to regulatory and other statutory bodies guidelines. Transparency in all business deals. Offer solutions to customers on the basis of their needs only. Encourage people to highlight any practices that go against this core value Collaboration Genuinely believe & treat the organization as your family. Encourage people to build healthy professional relationship with members of other departments and functions. Welcome feedback from other departments. Encourage people from other departments to join for brainstorming sessions. Look at the big picture (organization goals) rather than limiting the vision to the individual / department goal. Help others to achieve their goals / tasks Excellence Maddeningly pursue excellence. Look for best outcomes before finalizing the approach. Maintain a constructive and critical mindset to gauge & ensure quality. Open for constructive feedback from others to refine the final output. Benchmark against the best only, should not be basis convenience. We should look for continuous improvement. Recognize and appreciate, if we observe any superior performance. Don t get settled for less at any cost display the go getter attitude. Encourage people to stretch in order to achieve excellence Building on the bedrock of Core Values, below are the other key constituents of the Culture Code Honesty Humility Empathy Empowerment Agility Ownership Fresh Thinking & Continuous Renewal Inclusion Work-Life Balance Role Requirements Educational Qualification Graduate Experience At least 2 years experience in working in Retail Assets especially Home Loans and Loan Against Property business. Exposure to Affordable segment preferred.

Relationship Manager. LocationThiruvananthapuram, KeralaIndia. Rating4.5. Job TypeOnsite. About The Organisation. WeMakeScholars is an organization that is funded and supported by the Ministry of IT, Govt. of India, under the Digital India Initiative. Since 2015, we have been helping students in arranging funds for their studies abroad through scholarships and education loans. With a beautiful office in the heart of Hyderabad, we work as a family of 200 members. Listen to our story at Josh Talks. PositionRelationship Manager :. Your responsibilities are briefly as below (but not limited to this):. As a Relationship Manager, your key goal is to keep up the relationship with bank branches and processing units of the State Bank of India. Your job will be to get the smooth processing done of the loan files given by the company, at the same time, put equal efforts to generate fresh leads from the referrals and other avenues. Eligibility Criteria. Looking for on-field male employees. Minimum 5 years to maximum 10 years of on-field work experience. Own bike mandatory. Should be willing to travel around 50 to 60 km daily. CTC:. Flexible & Based on your interview performance. Workday And Timings. 5-day work week but 1st, 3rd, and 5th Saturdays are working. Minimum Commitment. 18 months.

TATA AIG General Insurance Company 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 targets. Ensuring client satisfaction.

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations.Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks.Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals.Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives.Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

Max Life Insurance Company Limited is looking for Relationship Manager - Government Annuity 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 targets. Ensuring client satisfaction.

About the Role: Relationship Managers (RM) are a part of the Banks sales force whose primary responsibility is to get customers for the bank and explore new business opportunities. RMs manage a team of executives responsible for selling loan products to the customers based on their needs and growth of the lending book of the area through NTB acquisition as well ETB portfolio They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction. Details of the Role: Department CBG Grade AM/DM/M/SM Sub-Department SBB- CBG Reporting (Business) SM/AVP/VP Location Reporting (Matrix) Key Responsibilities: Ensure achievement of the Top line Business Targets by sourcing business through channel teams. Building and nurturing relationships with the bank branches and by cross-selling other products Responsible for launching new products in market Ensure key customer satisfaction through customer service of the highest quality Handle all end to end activities related to the product i.e. from Login to Disbursement Liaise with various departments within the system (Credit/Operations etc.) to ensure smooth process flows Responsible for acquisition of channel partners for sourcing products - Connectors Improve relationship with branches and monitor the performance of ARMs and deepen the relationship with existing clients Prevent/ minimize the fraudulent/risky proposals entry into the system Act as Absolute owner of the Mapped book & manage the Customer Life Cycle. Renewals & Deferrals Management Manage the Portfolio Health, DPDs & the timely interest servicing Aim to increase Product per Customer & acquire full relationship of the Customer for all banking Needs Responsible for the productivity of the Relationship officer if mapped. Effectively use the Digital platforms like Project Neo, Various STP Journeys , Business App , Siddhi & others available to extend faster & better experience. Qualifications: Graduation/post-graduation from a recognized institute 2+ years sales experience. Role Proficiencies: Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Capability to handle pressure and meet deadlines Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills

Position Title: Corporate Account Manager Department: HDFC Bank - Branch Banking Role & Responsibilities: - Achieve assigned business targets within specified timelines. Acquire new customers through field sales and relationship management. Ensure timely policy issuance by resolving pending cases and documentation Collaborate with supervisor for joint field work and client meetings. Develop and execute short-term and long-term sales plans to meet objectives. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Preferred Candidate: - Proficient in Local Language. Strong communication and interpersonal skills. Basic calculation and numerical ability.

Axis Securities Limited is looking for Relationship Manager PCG 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 targets.

Axis Securities Limited is looking for Relationship Manager - PCG 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 targets. Ensuring client satisfaction.

Axis Securities Limited is looking for Senior Relationship Manager - PCG 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 targets. Ensuring client satisfaction.

Axis Securities Limited is looking for PCG Service RM to join our dynamic team and embark on a rewarding career journeyStay abreast of market developments, SEBI regulations, and trading platforms to deliver best-in-class service.

Responsible for coordination and increase sales from the mapped burgundy and private burgundy bank RM. Responsible for Client Activation Ensure higher margin and higher AUM from the clients sourced through the bank channel. Engage with the client and introduce the same to the Equity Advisor. Coordinate with the Bank RM and Equity Advisor for client activation.

1. Resolve customer Queries, Requests & Complaints (QRC s) on Trading and Demat A/c related products, such as Equity, Derivative Futures & Options, Mutual Fund, Currency & Commodities etc. 2. Answer incoming customer & Branch calls, Emails & Chats. 3. Check on the status of customer accounts and resolve maintenance related queries. 4. Document knowledge as solution articles 5. Review and explain account charges & trade settlement related QRC s. 6. Defuse irate customers & Escalate unresolved issues to relevant internal teams 7. Identify and assess customers needs to strive for highest Customer Experience (CX) 8. Ability to Multi-Task and work in a fast-paced, Contact Center environment 9. Provide accurate, valid and complete information by using the right methods/tools.

Responsible for coordination and increase sales from the mapped burgundy and private burgundy bank RM. Responsible for Client Activation Ensure higher margin and higher AUM from the clients sourced through the bank channel. Engage with the client and introduce the same to the Equity Advisor. Coordinate with the Bank RM and Equity Advisor for client activation.

Roles and Responsibilities: Generate targeted sales number for their mapped brokers Continuous engagement with the brokers and provide assistance to them in case any information is required for business development and growth Work closely with operations, commission and claims team and resolve issues. Job Requirement/Skills: At least 4 years of experience in Sales within the Life Insurance industry Ability to communicate effectively with clients and team members. Demonstrated ability to develop and implement successful business strategies. Analytical and problem-solving skills

Job Description for Broking Channel. Roles and Responsibilities: Generate targeted sales number for their mapped brokers Continuous engagement with the brokers and provide assistance to them in case any information is required for business development and growth Work closely with operations, commission and claims team and resolve issues. Job Requirement/Skills: At least 4 years of experience in Sales within the Life Insurance industry Ability to communicate effectively with clients and team members. Demonstrated ability to develop and implement successful business strategies. Analytical and problem-solving skills

Job Description for Broking Channel. Roles and Responsibilities: Generate targeted sales number for their mapped brokers Continuous engagement with the brokers and provide assistance to them in case any information is required for business development and growth Work closely with operations, commission and claims team and resolve issues. Job Requirement/Skills: At least 4 years of experience in Sales within the Life Insurance industry Ability to communicate effectively with clients and team members. Demonstrated ability to develop and implement successful business strategies. Analytical and problem-solving skills