15722 Relationship Manager Jobs - Page 28

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business lending solutions It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and p...

We are seeking a driven and experienced Relationship Manager to manage and grow the DSA (Direct Selling Agent) or branch channel for mortgage products This is an individual contributor role focused on driving sales, ensuring compliance, and managing end-to-end case processing The ideal candidate will have a strong background in mortgage sales, excellent communication skills, and the ability to build and manage relationships with DSAs and internal stakeholders Manage sales and distribution of mortgage products through DSAs Empanel new DSAs from the market and drive business growth through them Train and develop DST (Direct Sales Team) and DSA partners to ensure productivity and compliance Ens...

Job Title: Relationship Manager-Timeshare Location: Lucknow, Meerut & Varanasi Employment Type: Full-Time Department: Sales (IC Direct Sales Role) Compensation: Base Salary + Incentives + Other benefits Role Overview As a Timeshare Sales Representative, you will engage prospective clients, present vacation ownership opportunities, and close high-value sales. This is a fast-paced, performance-driven role ideal for individuals who thrive on building relationships and exceeding targets. What Youll Do Present vacation ownership opportunities to prospective clients. Build trust and tailor solutions to customer needs. Close high-value sales and exceed monthly targets. Maintain CRM records and foll...

Varthana - is hiring for the post of "Relationship Manager" in the Balotra location. If you're passionate about sales, and are looking to transform your career in 2025, then continue reading - this vacancy is for you. WHY CHOOSE VARTHANA? Varthana is the largest education finance company in India headquartered in Bengaluru. Started in 2013, the organization now has its presence in 15 states, 34 branches, and 150 spokes across India, with the goal of transforming affordable education in India. It caters to the needs of affordable private school owners by providing financial assistance and academic support through its school loan business and is strongly committed to serving the domestic stude...

Greetings from ICICI Lombard General Insurance Co. Ltd.!! ICICI Lombard is the leading private general insurance company in the country. The Company offers a comprehensive and well-diversified range of products through multiple distribution channels, including motor, health, crop, fire, personal accident, marine, engineering, and liability insurance. With a legacy of over 2 decades, ICICI Lombard is committed to customer centricity with its brand philosophy of Nibhaye Vaade. The company has issued over 37.6 million policies, over 3.2 million claims processed and has a Gross Written Premium (GWP) of 282.58 billion for the year ended March 31, 2025. ICICI Lombard has 328 branches and 15,123 em...

Role & responsibilities Build strong working relationships with bank branch teams (across 45 branches) to drive insurance sales. Promote life insurance products to bank customers through joint field calls and customer meetings. Team Building & Development: Recruit, train, and develop a team of Insurance Advisors and drive them to achieve business goals. Distribution Network: Create a strong and profitable network of Advisors Sales & Targets: Achieve monthly, quarterly, and annual sales targets by promoting the full range of insurance products. Achieve sales targets for life insurance by engaging with prospective customers. Understand customer needs and offer suitable life insurance products,...

Company Description Square Yards is India’s largest integrated platform for Real Estate & Mortgages and one of the fastest-growing Proptech platforms in the UAE, Rest of the Middle East, Australia, and Canada. The Square Yards platform offers an integrated consumer experience covering the full real-estate journey from search and discovery to transactions, home loans, interiors, rentals, property management, and post-sales service. The company integrates buyers with a network of over 500 partner real estate developers, 150,000+ agents, and 100+ banks & NBFCs. Square Yards is also developing B2B disruptive SaaS platforms for stakeholders such as developers, banks, and agents. Role Description ...

Responsibilities: * Manage loan portfolio * Oversee loan operations from application to disbursal. * Ensure compliance with regulatory requirements. * Manage education loans portfolio, including processing & sanctioning.

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...