15853 Relationship Manager Jobs - Page 39

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 cl...

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)...

Job Description Relationship ManagerDirect Details of the Position Position: Relationship Manager,Sr. Relationship Manager, Key Relationship Manager Direct Reports: BusinessManager / Area Manager Function / Department: Direct Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads leads that received from the channel apart from sourcing business CTC-2 to 7 Lakhs Whatyou get to do here? IncreasethetopoffunnelbydrivingperiodBTLactivates,generatingreferralformprospectcustomerstogenerateabiggerprospectbase. Maximizevirtualconnectswiththequalifiedprospectsusingvariousdi...

About Drip Capital We are a US-based fintech company revolutionizing global trade for SMEs. At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises (SMEs) to scale internationally with ease. With the global SME trade market exceeding $5 trillion, our mission is to provide businesses in emerging markets with seamless access to capital—eliminating red tape and outdated processes. By leveraging cutting-edge technology, we make trade finance fast, efficient, and hassle-free. Beyond financing, we simplify trade and sourcing, helping SMEs navigate global markets effortlessly. Headquartered in Palo Alto, California, with offices ...

Hi, We are hiring for Axis Bank for Field sales / Business development Work location - Across Chennai & Other tamil nadu location Fresher salary - 14k take home + Huge Incentives for Experience - 23k take home + Huge Incentives Location: Across Chennai & Hyderabad . Bike is mandatory for all Both Male & female can apply. . Field sales / Business development / Medical representative Bike mandatory. Meeting client & generating sales leads Skills Required : Only Tamil language is required. Experience: Experience from 1 to 3 Years experience in any Banking / BFSI sales Pls call Elakiya 9514166620 for more info Immediate joining required. Please refer your friends & colleagues. Thanks, Elakiya 95...

Government Bussiness TASC

Job Summary: The CASA Relationship Manager is responsible for acquiring and managing customers for Current and Savings Accounts (CASA). The role involves customer acquisition, relationship building, cross-selling banking products, and ensuring high levels of customer satisfaction. This position plays a vital role in increasing the bank's low-cost deposit base and strengthening customer relationships. Key Responsibilities: 1. Customer Acquisition Identify and onboard new customers for current and savings accounts. Target individual clients, professionals, SMEs, and businesses. Conduct field visits and cold calling to generate leads. 2. Relationship Management Maintain and nurture relationship...

Interested candidates please contact Dhriti -8527282112 Experience: Fresher and EXP Location: Chandigarh Job Role We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition. Roles and Responsibilities: Get the sale using various customer sales metho...

Job Description As a Relationship Manager, you will be responsible for promoting and selling life insurance policies directly to clients. This role offers immense growth opportunities and the chance to make a significant impact in the insurance industry. Job Location: Chennai, Coimbatore, Bangalore Vishakapattinam Role And Responsibilities Promote and sell life insurance policies to prospective clients through direct channels Understand client needs and recommend suitable insurance products Build and maintain relationships with clients to ensure customer satisfaction and retention Meet and exceed sales targets and contribute to the overall growth of the organization Stay updated with industr...

Job Description As a Relationship Manager, you will be responsible for promoting and selling life insurance policies directly to clients. This role offers immense growth opportunities and the chance to make a significant impact in the insurance industry. Job Location: Chennai, Coimbatore, Bangalore Vishakapattinam Role And Responsibilities Promote and sell life insurance policies to prospective clients through direct channels Understand client needs and recommend suitable insurance products Build and maintain relationships with clients to ensure customer satisfaction and retention Meet and exceed sales targets and contribute to the overall growth of the organization Stay updated with industr...

Title : Relationship Manager Location : Bhubaeswar Salary : Negotiable as per Relevant Exp Key Responsibilities: Build and maintain strong client relationships Identify new business opportunities and convert leads into sales Develop and implement sales strategies to achieve revenue targets Provide excellent customer support and ensure client satisfaction Coordinate with internal teams for smooth service delivery Maintain reports and update CRM systems with client interactions Skills Required: Strong communication and presentation skills Ability to build trust and long-term client relationships Negotiation and persuasion skills Goal-oriented and self-motivated approach Good knowledge of finan...

Job Description As a Relationship Manager, you will be responsible for promoting and selling life insurance policies directly to clients. This role offers immense growth opportunities and the chance to make a significant impact in the insurance industry. Job Location: Chennai, Coimbatore, Bangalore Vishakapattinam Role And Responsibilities Promote and sell life insurance policies to prospective clients through direct channels Understand client needs and recommend suitable insurance products Build and maintain relationships with clients to ensure customer satisfaction and retention Meet and exceed sales targets and contribute to the overall growth of the organization Stay updated with industr...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Graduation is mandatory....

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) New client acquisition- new clients per month from open market 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681

Job Title: Relationship Manager Department: Mid Corporates Experience: 3-8 Years Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Mid Corporates (MC) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ₹500 Cr to ₹1500 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 ₹500 Cr to ₹1500 Cr. Identify opportunities through market intelligence, references, and industry networking. Portfolio Management:...

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 ...

We are Hiring Sales professional in Mumbai ROLE SNAPSHOT Relationship Manager – 3 Senior Relationship Manager – 5 Chief Relationship Manager – 3 WHAT YOU’LL DO Recruit & onboard part-time Insurance Advisors Insurance Managers (Tax consultants, MDRT Agents, LIC agents, finance pros, etc.) Run weekly IM meets & monthly goal-setting huddles Drive joint field calls to close life-insurance & cross-sell opportunities Deliver on monthly / annual targets while deepening existing IM/Agents relationships WHAT MAKES YOU A FIT 2-6 yrs agency sales experience in Life Insurance (mandatory) Graduate degree from a recognised university Strong communication, team coaching & multitasking skills WHAT’S IN IT F...

This job is provided by apna.co Designation : Relationship Manager Meet and assist customers interested in gold loans Manage loan documentation and provide smooth service Focus on customer satisfaction and business growth Work closely with your team to reach targets Candidate Profile Graduate Min. 6 Months exp. in Banking / Finance / Any Loan Sales Age : 21 to 38 Yrs. Good Communication Skills For more information Call OR WhatsApp : 93270 52837 HR Shivani

This job is provided by apna.co Job Role :- Relationship Manager To Manage the Home Loan/ LAP / Mortgage Loan To Resolving customer queries To Handle the walk-in customer Achieve monthly targets Candidate Profile Any Graduation with good communication skills Minimum 6 Month experience in Home loan, Mortgage Loan , Loan Against Property Local candidate with a good local network For more info call or share your CV on whatsapp to :- 6351842742 HR Pratiksha

This job is provided by apna.co Designation : Relationship Manager Recruiting a team of advisors on commission basis Handling the advisers to work Provide them for training regarding the products Identifying the prospective customers Make them aware of the role Candidate Profile Must have 1+ year of experience in any field sales. Age Criteria:- 22 to 44. insurance candidate preference. BFSI candidates will also be given preference. candidate must be local.

Achieve stretched targets in a result-focused environment at Onsite Venue. Have constant member interactions and come out with new ways to engage members. Make powerful sales presentations resulting in high conversion ratio for membership up gradations, references and new sales Resolve member/ customer conflicts wherever applicable. Maintain strong client relationship and high level of customer service. Prepare pre-sales proposals for prospective clients. Identify potential customers and new business opportunities within and outside the resort. Keep abreast with the organization's products and services. Maintain Consistent Average Productivity.

Dear Applicants. Greetings of the Day!! We are glad to inform you about the job opening in Sr.RM | RM for below mentioned Job Role: Urgent Interview! Timing: 10.00 AM - 12 PM Sharp. Write Reference Top on your C.V. Getwork. immediately contact Person Aishwarya Arya- 7827848602 / 7607245222 - aishwarya@getwork.org Dress Code: Formals Dress Onroll Post Designation: Relationship Manager- Home Loan Sales Company Name - Motilal Oswal Housing Interview mode : F2F Interview Location Branch wise : Nagpur | Aurangabad 1) New Client acquisition for Loan product. 2) Market visit to find out the interested client for Loan. 3) Regular follow-ups with clients, generate references for new business needs. 4...

Company Description Role Description This is a full-time, on-site role for a Relationship Manager located in Purba Bardhaman/ Asansol/Bankura district. The Relationship Manager will be responsible for building and maintaining relationships with clients, providing them with personalized insurance solutions, and assisting with policy selection to claims processing. Daily tasks include identifying client needs, recommending suitable insurance products, addressing client queries, and ensuring customer satisfaction. LOCATION- BANKURA,ASANSOL, BARDHAMAN Qualifications Good Knowledge of Motor and related Insurance Products. Ability to build and maintain client relationships Strong problem-solving a...

What will you Do? Engage with Family offices and corporate treasuries for investment opportunities. Manage existing & potential investor relationships to increase allocation to Axis products. Partner cross-functionally with our Product, Legal & Risk teams to design products specific to situations, understand the credit profile of clients to pitch bespoke deals to family offices. On-boarding and servicing of Family Office clients. Drive initiatives and generate revenue from family office clients by building and fostering relationships with them. Ensure timely coverage for all existing relationships assigned resulting into effective communication about Axis Mutual Fund & its schemes. Client En...