15338 Relationship Manager Jobs - Page 10

Company Description PBPartners is a brand of Policybazaar Insurance Brokers Private Limited, known for combining best-in-class products with in-person customer assistance to ensure a smooth insurance journey for customers. With a commitment to excellence, PBPartners is a trusted name in the insurance brokerage industry. Role Description This is a full-time, on-site role for a Relationship Manager located in Durgapur. The Relationship Manager will be responsible for building and maintaining strong client relationships, offering personalized customer service, and acting as a point of contact for clients. The role involves understanding client needs, providing suitable insurance solutions, and ...

As a Sales Department member in Indore, your role involves achieving budgeted targets by acquiring clients and increasing business and assets. You will need to understand clients" needs, position products and services accordingly, and maintain client satisfaction through regular communication. Your responsibilities include sales activities, marketing, client relationship management, and revenue maximization. Additionally, you will be required to follow up with non-trading customers to activate them for revenue generation. Key Responsibilities: - Achieve budgeted targets for client acquisition and business volume - Understand clients" needs and position products and services accordingly - Reg...

We’re Hiring | Relationship Manager – Broking & Investment Products 📍 Location: Thane 🏢 Company: Anand Rathi Share & Stock Brokers Ltd. 📧 Email: Saurabhkolge@rathi.com About the Role: We’re looking for a passionate and ambitious Relationship Manager to join our Thane branch. The role focuses on client acquisition from the open market and helping clients grow their wealth through broking and investment products. Key Responsibilities: • Acquire new clients from the open market for Equity, F&O, and Investment Products. • Achieve revenue targets of 1.5x from Broking and 0.5x from Non-Broking (MF, Bonds, PMS, IPO, Insurance, etc.). • Build and maintain strong client relationships through regular ...

Candidate Should Have Good Communication Skills Call to Customer And Generate Appointment For Meeting Candidate Ready For Field Sales Must Have 2 Wheeler Life Insurance Sales Minimum 6 Month Experience Candidates Can Call @HR VEER : 8094201944 Perks and benefits Unlimited Incentives

Candidate must be a Graduate BFSI Sales experience is mandatory Insurance sales experience is preferred Bike is Must Comfortable to Go outside Candidates Can Call @HR AKRATI 7987584012 & Whats App CV

DBS India Consumer Banking Group including digibank (Retail Banking) and Treasures (Wealth Segment) serves over 2.6 million customers worldwide with a complete range of banking and wealth management services. It is a business that focuses on quality customer acquisition through multiple acquisition channels, customer-centric value propositions and innovative and efficient distribution channels. DBS has been at the forefront of adapting and incorporating rapid changes in technology to understand and serve customer needs better. Virtual Relationship Managers are a step in that direction. Thus Treasures Virtual Relationship Manager is a key role within the Consumer Banking Group Business that i...

The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored ficial solutions. This role is integral to the success of our Branch Banking-Service department, as it drives business growth and enhances client satisfaction. A bachelors degree in fice, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of ficial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and establish tr...

Role & responsibilities Responsible for channel management in the area assigned Cultivating and maintaining relationship with channel partner and branch staff Conducting training programs for the branch staff, particularly private banking RMs to facilitate the cross selling of general insurance products. Conducting weekly visits to assigned bank branches Implementation of sales strategy, revenue generation and achieving targets Responsible for objection handling and aiding sales process carried out by channel Managing Retention, with special focus on health products. Preferred candidate profile Relationship Management Sales Experience with product knowledge Stakeholder Management GI industry...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approachrdquor; and ensure c...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have a strong understanding of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service. Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and compliance with bank policies Cross-sell a wide range of banking products ...

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have a strong understanding of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service. Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and compliance with bank policies Cross-sell a wide range of banking products ...

- Portfolio Relationship Manager - Supply Chain Fice Manage and service existing portfolio of SCF clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure SCF solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits Ensure timely closure of all pending PDD s. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at f...

Portfolio Relationship Manager - WC Department Working Capital (WC) Location Reporting Relationship Position Grade M3/M4 Job Role Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits Ensure timely closure of all pending PDD s. Tracking and liaison with customer for submission of any pending stock statemen...

The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored financial solutions. This role is integral to the success of our Branch Banking-Service department, as it drives business growth and enhances client satisfaction. A bachelors degree in finance, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of financial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and est...

Job Role: Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working...

Role & responsibilities Manage large Brokers and Generate Business from them. Preferred candidate profile Candidates with 2 to 3 Years of Experience in Life Insurance Sales and at least 1 Year in Broking channel of a Life Insurance Co

About Axis Virtual Centre Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide ficial solutions via cross-sell and upsell The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience Virtual Relationship Managers act as the single point of contact for customer s banking requirements are responsible for the cross selling (assets) business of the bank by exploring business op...

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets The ideal candidate will have a strong understanding of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and compliance with bank policies Cross-sell a wide range of banking products to ...

As a Relationship Manager HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs) This role demands a deep understanding of ficial markets, investment products, and client relationship management You will be responsible for delivering customized ficial solutions, driving asset growth, and ensuring exceptional client service The ideal candidate will be entrepreneurial, self-driven, and passionate about wealth management As a Relationship Manager HNI, your core responsibility is to manage and grow a portfolio of High Net-Worth Individuals by offering personalized ficial solutions and delivering exceptional servic...

Role & responsibilities Role & responsibilities Job Description (ARM)Job Title Assistant Relationship ManagerLevel Senior ExecutiveChannel Direct DistributionKey accountability Achieve sales target on life insurance products. Participate in weekly / monthly meeting on performancereview with the Area Manager. Adopt a need based selling approach for productpositioning with customer. Ensure quality follow up on leads from Telca base toensure timely closure. Adhere to compliance & procedural obligations as percompany laid out norms. Take active interest in self development needs andparticipate in technical, product and skills training. Owns the problem / process with the customer. Closesthe loop...

Job Description Job Code: Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 We Stand for: CaringAn imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.CollaborationA value which is all about being boundary-less in approach by going beyond one’s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.Customer ObessionIt is not ju...

Job Description Job Code: Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 We Stand for: CaringAn imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.CollaborationA value which is all about being boundary-less in approach by going beyond one’s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.Customer ObessionIt is not ju...

Acquire and manage key clients and High Net Worth Individuals (HNIs) within the NRI segment. Responsible for providing personalized financial advice and solutions tailored to meet the unique needs of NRI customers, including investments, insurance.

Acquire and manage key clients and High Net Worth Individuals (HNIs) within the NRI segment. Responsible for providing personalized financial advice and solutions tailored to meet the unique needs of NRI customers, including investments, insurance.