15338 Relationship Manager Jobs - Page 13

Position - Relationship Manager / Senior Relationship Manager - NRI Desk, Equity Broking 1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade...

Position - Relationship Manager / Senior Relationship Manager - NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of custom...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping ...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...

Position - Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,...

Role & responsibilities Opeartions Preferred candidate profile

Company Description HDFC securities, headquartered in Mumbai, has been serving a diverse customer base of retail and institutional investors since 2000. The company offers a comprehensive range of investment products, including Equities, IPOs, Mutual Funds, Bonds, and the National Pension Scheme, in addition to value-added services like online will writing and tax filing. With innovative digital platforms such as a mobile trading app, ProTerminal, and Arya, a voice-enabled investing assistant, HDFC securities provides state-of-the-art technology backed by a 3-in-1 integrated account (Trading + Demat + Savings). With over 250 branches across 190 cities, the company serves more than 2.1 millio...

Company Description Debt Angels Venture Private Limited is more than just a financial intermediary. We are architects of financial success, specializing in corporate debt syndication and private credit to create bespoke financing solutions. Our team of seasoned professionals brings unparalleled expertise, ensuring every deal aligns with our clients' long-term goals. We provide tailored lending solutions that go beyond traditional banking for a diverse clientele, including Agrawals Group, BCM Group, and more. Role Description This is a full-time on-site role for a Relationship Manager located in the Mumbai Metropolitan Region. The Relationship Manager will be responsible for managing and nurt...

Job Description: Sales and Marketing Representative Company Overview Pyxidia Tech Lab is an innovative technology-driven company specializing in HR payroll and services solutions. Founded with a mission to revolutionize human resource management through cutting-edge software and expert consulting, we offer comprehensive services including automated payroll processing, employee onboarding, compliance management (such as PF, ESI, and TDS), recruitment support, and performance analytics. Headquartered in Raipur, Chhattisgarh, Pyxidia Tech Lab serves a diverse clientele across industries, leveraging advanced tech integrations like HR tools and cloud-based platforms to help businesses optimize op...

Job Title: Relationship Manager 📍 Location : Multiple Cities Across India 🏢 Department : Sales & Marketing 💼 Experience : 0–3 Years (Freshers Welcome!) 🛵 Requirement : Must have own two-wheeler 🚀 About the Role: As a Relationship Manager , you’ll be the face of a growing EdTech company. This role blends field sales, educational outreach, and strong relationship-building to take our learning products to schools, bookstores, and educational distributors in your area. 🔑 Key Responsibilities: Represent the brand and pitch educational tools (books, Olympiads, flashcards, etc.) to schools and book distributors Conduct product demos, training sessions, and school visits Build lasting relationships ...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 1-2 years' of client relationship experie...

🚀 Hiring: Branch Sales Officer – Branch Banking (CASA & KYC Focus) We are looking for motivated and experienced professionals to join our Branch Banking team as a Branch Sales Officer in key growth markets across South and West India. This role is ideal for candidates with a proven track record in field sales , particularly within the banking or financial services sector, and hands-on experience driving CASA (Current Account & Savings Account) acquisition and managing regulatory compliance. 📍 Job Details Title Branch Sales Officer – Branch Banking Location Branches across Maharashtra Experience 2–5 years in field sales (Banking/Insurance preferred) Requirements Graduation preferred; Must own...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...

Job Description: Business Development Executive Company Overview Pyxidia Tech Lab is an innovative technology-driven company specializing in HR payroll and services solutions. Founded with a mission to revolutionize human resource management through cutting-edge software and expert consulting, we offer comprehensive services including automated payroll processing, employee onboarding, compliance management (such as PF, ESI, and TDS), recruitment support, and performance analytics. Headquartered in Raipur, Chhattisgarh, Pyxidia Tech Lab serves a diverse clientele across industries, leveraging advanced tech integrations like HR tools and cloud-based platforms to help businesses optimize operat...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...

Job Title: Relationship Manager 📍 Location : Multiple Cities Across India 🏢 Department : Sales & Marketing 💼 Experience : 0–3 Years (Freshers Welcome!) 🛵 Requirement : Must have own two-wheeler 🚀 About the Role: As a Relationship Manager , you’ll be the face of a growing EdTech company. This role blends field sales, educational outreach, and strong relationship-building to take our learning products to schools, bookstores, and educational distributors in your area. 🔑 Key Responsibilities: Represent the brand and pitch educational tools (books, Olympiads, flashcards, etc.) to schools and book distributors Conduct product demos, training sessions, and school visits Build lasting relationships ...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...

Job Title : Relationship Manager / SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 3-4 years Grade : SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry ...