8828 Relationship Manager Jobs - Page 34

Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Company Description Credila Financial Services Limited is India’s premium education loan NBFC, offering education loans to Indian students. Since its inception, Credila has funded 220,000 students across

Key Deliverables: Maintain and manage an internal dashboard to ensure accurate client data alignment with insurance carriers. Collaborate with internal and external stakeholders to validate and confirm insurance enrollments. Troubleshoot and resolve discrepancies by working with product, support, and engineering teams. Innovate and optimize insurance data confirmation processes for improved efficiency and scalability. Role Responsibilities: Serve as the liaison between Rippling, health insurance carriers, and clients to ensure data integrity. Execute day-to-day insurance operations with a focus on attention to detail and process accuracy. Become a subject matter expert in insurance operations and contribute to operational improvements. Communicate effectively with clients and internal teams to resolve issues and support product enhancements.

You will be responsible for the role of Relationship Manager at Finodaya Capital Pvt Ltd in Nagda. The primary product you will be handling is Micro LAP. As a Relationship Manager, your main focus will be on maintaining and developing customer relationships in the Micro LAP or Mortgage sector. We are looking for candidates who are Graduates and preferably local to Nagda, with the ability to join immediately. The ideal candidate should have 0-4 years of experience in Micro LAP or Mortgage, with a salary ranging from 15000 to 25000, depending on your experience level. This is a full-time and permanent position, suitable for both experienced professionals and freshers. As part of the benefits package, you will have access to health insurance and Provident Fund. The work schedule will be during the day shift with a morning shift timing. In addition to the base salary, there is a performance bonus structure in place to reward your hard work and dedication. While having at least 1 year of experience in Micro LAP is preferred, candidates with relevant skills and qualifications are encouraged to apply. Your work location will be in person at the office in Nagda. If you are interested in this opportunity, please contact the employer at +91 8103317041.,

You will be responsible for managing client relationships as a full-time Relationship Manager located in Raigad. Your duties will include ensuring client satisfaction, handling inquiries, and providing financial guidance. You will meet with clients, understand their needs, develop strategic account plans, and conduct regular reviews to exceed client expectations. To excel in this role, you should possess Client Relationship Management and Customer Service skills, the ability to offer Financial Guidance and Advisory Services, experience in Strategic Planning and Account Management, and excellent Communication, Interpersonal, and Problem-Solving abilities. You must be capable of working independently, managing multiple client accounts effectively, and ideally have experience in the financial industry. A Bachelor's degree in Business, Finance, or a related field is required.,

JD for Relationship Manager / Sr. Relationship Manager Job Purpose: · To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets Job Responsibilities: · Achieving targets in a result-focused environment · Preparing pre-sales proposals for prospective clients · Delivering inspiring sales presentations to convert prospects to successful sales · Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings · Identifying potential customers and new business opportunities · Building and maintaining strong client relationship and high level of customer service · Being updated on new products and services · Provide necessary support in booking first time holiday for new members and generate quality referrals from them Candidate Specification: · Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon – Thu)) · Strong Results Orientation and Execution Excellence · High Energy and Passion · High Customer Centricity

Job description : Paisabazaar is hiring for Relationship Manager - Home Loan Product Interested Candidates can directly reach out on jaishree@paisabazaar.com or share their resume on 9319884479 ( HR Jaishree ) NOTE : The candidate must have experience in Home Loan Product Job Locations :- HM Towers, Brigade Road, Bangalore, Karnataka Shift timings :- 9:30am - 6:30pm HR Reference : HR JAISHREE Contact No. - 9319884479 Qualifications: Minimum 1+ year of experience in Home Loan and Mortgage operations. The candidate must have experience in sourcing through the Open Market ( Home Loan Product) which includes Dealers, DSA's & Connectors The candidate must have experience in Prime Segment Disbursement minimum 1 Cr. The candidate should be an Immediate joiner Perks and Benefits : Unlimited Incentives Interested Candidates can directly reach out on jaishree@paisabazaar.com or share their resume on 9319884479 ( HR Jaishree ) CONTACT PERSON : HR JAISHREE CONTACT NO.- 9319884479 ALL THE BEST !!

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Job description : Paisabazaar is hiring for Relationship Manager - Home Loan Product ( Open Market Sourcing ) Interested Candidates can directly reach out on jaishree@paisabazaar.com or share their resume on 9319884479 ( HR Jaishree ) NOTE : The candidate must have experience in sourcing through the Open Market ( Home Loan Product) Job Locations :- Delhi NCR (Noida - Sector 59 , New Delhi - Patel Nagar , Gurgaon - Sector 44) Shift timings :- 9:30am - 6:30pm HR Reference : HR JAISHREE Contact No. - 9319884479 Qualifications: Minimum 1+ year of experience in Home Loan and Mortgage operations. The candidate must have experience in sourcing through the Open Market ( Home Loan Product) which includes Dealers, DSA's & Connectors The candidate must have experience in Prime Segment Disbursement minimum 1 Cr. The candidate should be an Immediate joiner Perks and Benefits : Unlimited Incentives Interested Candidates can directly reach out on jaishree@paisabazaar.com or share their resume on 9319884479 ( HR Jaishree ) CONTACT PERSON : HR JAISHREE CONTACT NO.- 9319884479 ALL THE BEST !!

Job description : Paisabazaar is hiring for Relationship Manager - Home Loan Product in Begumpet, Hyderabad Interested Candidates can directly reach out on jaishree@paisabazaar.com or share their resume on 9319884479 ( HR Jaishree ) NOTE : The candidate must have experience in Home Loan Product Job Locations :- 5th Floor, Block 3, White House, Begumpet, Hyderabad Shift timings :- 9:30am - 6:30pm HR Reference : HR JAISHREE Contact No. - 9319884479 Qualifications: Minimum 1+ year of experience in Home Loan and Mortgage operations. The candidate must have experience in sourcing through the Open Market ( Home Loan Product) which includes Dealers, DSA's & Connectors The candidate must have experience in Prime Segment Disbursement minimum 1 Cr. The candidate should be an Immediate joiner Perks and Benefits : Unlimited Incentives Interested Candidates can directly reach out on jaishree@paisabazaar.com or share their resume on 9319884479 ( HR Jaishree ) CONTACT PERSON : HR JAISHREE CONTACT NO.- 9319884479 ALL THE BEST !!

relationship manager for go nukkad .com

Position Name - Relationship Manager / Sr. Relationship Manager Education - Min. Graduate Experience – Minimum 1 year experience in direct sales (Age limit : 35 Years) Preferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce Salary Range – upto 5 lacs + 1 Lac Retention Reward(Variable pay) + Incentives. JD for Relationship Manager / Sr. Relationship Manager Job Purpose: · To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets Job Responsibilities: · Achieving stretched targets in a result-focused environment · Preparing pre-sales proposals for prospective clients · Delivering inspiring sales presentations to convert prospects to successful sales · Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings · Identifying potential customers and new business opportunities · Building and maintaining strong client relationship and high level of customer service · Being updated on new products and services · Provide necessary support in booking first time holiday for new members and generate quality referrals from them Candidate Specification: · Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon – Thu)) · Strong Results Orientation and Execution Excellence · High Energy and Passion · High Customer Centricity If you are Interested Share Resume 8527640212 Contact Person: HR Manisha Pal 8527640212

🧑‍💼 Relationship Manager – Bharti AXA Life Insurance 📍 Location: [bidhannagar dakshindari] 🕒 Job Type: Full-time 📅 Department: Sales / Bancassurance / Agency / Direct Channel 📝 Job SummaryAs a Relationship Manager, your primary role is to build strong customer relationships, drive life insurance sales, and ensure customer satisfaction by offering tailored insurance solutions. 🎯 Key Responsibilities🤝 Client Relationship Management Build and maintain strong relationships with new and existing clients Understand customer needs and suggest suitable life insurance products Provide regular policy updates, servicing, and follow-ups 💼 Sales & Target Achievement Achieve monthly and yearly business targets Generate leads through referrals, cold calls, and networking Promote and sell life insurance products based on client profiling 📊 Reporting & Documentation Maintain records of client interactions and sales activities Ensure timely submission of reports and MIS Keep accurate documentation for compliance and audit purposes 🎓 Product & Market Knowledge Stay updated on company products, offers, and regulatory guidelines Educate customers about insurance benefits and policy features ✅ Customer Servicing Assist in policy issuance, renewals, claims, and premium collection Resolve customer queries and ensure excellent after-sales service ✅ Required Skills & Competencies🗣️ Strong Communication & Presentation Skills 📞 Excellent Interpersonal & Networking Abilities 📈 Sales Target Orientation 🧠 Customer-Centric Thinking 📚 Product Knowledge (Life Insurance preferred) 📚 Qualifications🎓 Graduation (mandatory) 💼 Preferred: 1–3 years experience in sales/insurance/banking/financial services 📢 Freshers with strong communication skills may also apply 💰 Compensation & BenefitsFixed Salary + Attractive Incentives 💸 Health & Life Insurance 🏥 Travel & Mobile Allowances 🚗📱 Performance-Based Growth Opportunities 📈 🌟 Why Join Bharti AXA Life Insurance?🏢 Trusted Brand with PAN India Presence 💡 Transparent & Rewarding Work Culture 🚀 Fast-Track Career Progression 🎓 Continuous Learning & Development

Job Description- 1. New Client Acquisition 2.Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3.Revenue generation – revenue to be generated from the all the products from sourced accounts 4.Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships

Key Responsibilities Build and maintain strong, trust-based relationships with clients or customers. Act as the main point of contact for client inquiries and resolve complaints quickly and efficiently. Understand client goals and tailor solutions to meet their needs. Identify opportunities for upselling, cross-selling, and expanding the client base. Collaborate closely with sales, marketing, product development, and customer service teams to ensure client satisfaction. Monitor client satisfaction, retention, and loyalty metrics, using feedback to improve services. Conduct regular business reviews and prepare reports or presentations for clients and internal stakeholders. Stay updated on market trends, competitor offerings, and industry changes to advise clients effectively. Use Customer Relationship Management (CRM) software to manage client information and streamline communications.

We're hiring! Relationship manager role at Pronoia I&M Pvt Ltd, Tirchy Salary: 2-3 LPA + incentives (based on experience) Qualification: Any degree (BBA/MBA preferred) Experience: 0-5 years 2 Months of Training

We are urgently looking for Relationship Manager (Field Sales) for Bangalore . Job Title: Relationship Manager (Field Sales) Experience: both fresher as well as experienced Working Days: Monday to Saturday (9:30 AM to 6:30 PM) Salary : Up to 20,000 + Incentive Function Related Activities/Key Responsibilities RM Sales Professionals are responsible to focus on face to face sales closures using daily presentations as they provide our clients with an opportunity to get to know offerings of Digital Services (Subscription based Model) and the value addition these Services can bring to their respective businesses. This position allows you to build new clients for the organization, build rapport and trust within yourself as well as at the company level. Our top sales professionals are passionate and driven in order to produce top results, all the while maintaining integrity. Position holders will be individual contributors responsible for driving sales activities within their assigned territory. Key Responsibilities The role is for Digital Profile sales and will involve complete ownership of the region and generating revenue through B2B sales. Candidate is responsible for Direct Field Sales Maintaining relationships with the merchants. Prospecting relevant merchants for the platform, understanding marketing objectives and providing resolutions. To ensure systematic follow-up with the client organizations to take the sales pitch to time-bound closure. To set up and deliver sales presentations, product/service demonstrations on a daily basis. Performing effective people management (one-to-ones, coaching, career development) Controlling and monitoring daily/weekly operations, providing timely reactions to different situations Handle escalations calls. Skills Required Should be excellent with verbal and written communication English + Local language Good Computer skills Tech Savvy Business-to-Business (B2B), Field Coordination, New Client Acquisitions Should be competitive and confident Should be focused on delivering the best for their respective companies. Should have the zeal to achieve their own daily targets. He/She is responsible for the entire sale cycle like on field cold calling, presentation, prospecting, followup and deal close. If you are interested , please feel free to contact us on 09997117326 or email us at help@tnservices.in

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 experience - Ability to manage multiple projects and clients - Strong communication and interpersonal skills This job is specifically for Home Loan products.,

The ideal candidate will be responsible for gaining a deep understanding of the clients" investment objectives and challenges and creating strategic recommendations based on this understanding. You will achieve this by building a strong relationship with our clients and analyzing their data. Your role will primarily involve acting as the main point of contact for our clients. You will be expected to engage in dialogue with our clients to comprehensively understand their business objectives and challenges. Furthermore, you will analyze clients" data to derive valuable insights and provide strategic recommendations to address their needs. Additionally, you will be required to present the value proposition to both sales leads and existing customers, as well as actively prospect for new sales leads and contribute to closing sales. The qualifications for this role include having 2-3 years of client relationship experience, demonstrating the ability to effectively manage multiple clients simultaneously, and possessing strong communication and interpersonal skills.,

As a dynamic and experienced Relationship Manager, you will play a crucial role in enhancing customer experience and fostering positive relationships. You will be responsible for actively establishing and maintaining positive relationships with customers, managing client accounts, and serving as the key point of contact from the company. Conducting in-depth market research and analysis to understand client needs, preferences, and industry trends will be essential. Collaboration across departments such as sales, marketing, and product development is crucial to ensure client needs are met effectively. Your responsibilities will include identifying client demands, developing strategies to meet them, finding key personnel in client companies to establish profitable relationships, and approaching potential customers to cultivate fruitful relationships. Supporting high-quality sales, supply, and customer service operations will be a key part of your role. To excel in this position, you should have at least 1-2 years of experience in customer service, sales, account management, or a related field. Excellent analytical skills, proficiency in English, Hindi, and Odia languages, and the ability to build and maintain positive client relationships are essential. A customer service-oriented mindset, team-oriented approach, and effective conflict management skills are also crucial. Preferred qualifications include a Bachelor's degree in business, finance, marketing, or related fields, proven experience in customer-facing roles, familiarity with Customer Relationship Management (CRM) software, strong interpersonal, problem-solving, and negotiation skills, excellent written and verbal communication skills, strong organizational and planning abilities, and willingness to travel for client meetings and conferences when necessary. This is a full-time, permanent position with benefits such as health insurance, paid sick time, and Provident Fund. Join our team and be part of a company that values diversity, equal opportunities, and the growth of its employees.,

As a Relationship Manager, your primary responsibility will be to effectively manage existing relationships with REG Customers, especially high-value clients, ensuring their continued engagement and satisfaction over a longer period of time. You will also be tasked with acquiring new relationships within the defined business segment to expand the asset book of the Bank. Your role will involve maximizing revenue generation for the Bank by surpassing the performance of regular Relationship Managers. Furthermore, you will be expected to enhance the wallet share of revenue-generating products through cross-selling initiatives such as insurance, trade, forex, liability products, and LAP. Leveraging branch and other channels will also be essential in increasing business sourcing and driving overall growth for the Bank.,

Job Title: Relationship Manager Department: Medium Enterprises (ME) Experience: 3–4 Years Grade: Manager to AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ₹100 Cr to ₹500 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 medium enterprise segment with turnover between ₹100 Cr to ₹500 Cr. Identify opportunities through market intelligence, references, and industry networking. Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention. Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with bank’s credit policies. Sanction Process & Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively communicate with clients to understand their financial needs and ensure alignment with product offerings. Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies. Cross-Selling: Identify and capitalize on cross-sell opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions. Desired Candidate Profile Graduate/Postgraduate in Finance, Commerce, or a related field. 3–4 years of experience in corporate/SME/ME banking. Strong understanding of credit analysis and financial statements. Excellent relationship management and communication skills. Proven ability to drive business and manage risk effectively.

Products: Life Insurance | Health Insurance | Motor Insurance Key Responsibilities:- Drive insurance sales through direct channel Understand customer needs & recommend appropriate products Maintain strong client relationships for long-term retention Deliver excellent post-sales customer service Achieve individual sales targets and support team goals Stay updated on product and regulatory developments