174 Relationship Manager Jobs - Page 4

Position: Relationship Manager Traditional Plan Location: Delhi-NCR / Gurgaon About Policybazaar: As India's largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users. With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding a 15,000 crore in FY24, we have established ourselves as a trusted name in insurance and financial protection. Our platform facilitates mill...

SME - Retail Tier 1 Relationship Manager Location: E-KOL, Kolkata Job Description Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) Organizational Context Key Aspects: As the debt arm of Aditya Birla Capital (ABC), Aditya Birla Finance Limited (ABFL) offers specialized lending and financing solutions in the areas of Capital Markets, Corporate/ Trade Finance, Commercial Real Estate and Mortgages. Currently ranked within the top 25 NBFCs of India, ABFL has made significant progress and the Company’s balance sheet at INR 15,...

Dial: 6352491012 (Nisha Patel) For more details. Required Candidate Profile Training Provided by Company Age: 21 to 38 years Qualification: Graduation Experience: 1 Year of experience in Banking, Finance or Insurance Sales & marketing Bike Must Job Description ✨Recruit and build a high-performing team of life insurance advisors through your personal and local network. ✨Guide and train your team to sell life insurance policies. ✨Lead the team to achieve sales targets and business goals. ✨Support team members in their professional development and performance. ✨Monitor daily/weekly activity of the team and provide updates to the branch. ✨Generate business through your team and earn commission-b...

Role & responsibilities Managing relationship with Axis Branch Sellers and thereby meeting target through Banks FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be ...

SME - Small Enterprises Group Relationship Manager Location: W-BH1, Bhopal Job Description Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) Organizational Context Key Aspects: As the debt arm of Aditya Birla Capital (ABC), Aditya Birla Finance Limited (ABFL) offers specialized lending and financing solutions in the areas of Capital Markets, Corporate/ Trade Finance, Commercial Real Estate and Mortgages. Currently ranked within the top 25 NBFCs of India, ABFL has made significant progress and the Company’s balance sheet a...

Job Purpose This position is open with Bajaj Finance ltd. Young and dynamic Experienced candidates with 2-4 yrs of experience in Gold Loans and who are passionate about building their career in the Gold loans domain. Should possess excellent written and verbal Communication and also should possess basic knowledge in MS office. Knowledge of the vernacular language of the respective region is mandatory. Duties and Responsibilities Canvassing and sourcing of New Customers to increase Gold loan Business Revenue generations through Cross Selling products & Interest Collection Gold Loans appraisal Maintain good relationships with clients so that the business can maximize the value of those relatio...

We are looking for a highly motivated and experienced professional to join our team as a Manager - PL - Prime - T1 with Bajaj Finance Limited. The ideal candidate will have 2-7 years of experience in the banking/financial services/stockbroking/securities industry. Roles and Responsibility Meeting and exceeding business goals and targets in various products, including loans and insurance. Managing lead fulfillment and field activities on existing databases to achieve business objectives. Developing and implementing effective sales strategies to drive business growth. Building and maintaining strong relationships with clients and stakeholders. Analyzing market trends and competitor activity to...

JD for 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 a...

Fostering strong relationships with Mapped book HNI customers to grow CASA& TD and to deliver revenue generation by offering the customers the best financial planning solution through Insurance ( LI/GI/HI) and Investment solutions (MF/AIF/PMS/Structured Products/ Demat Trading Account) Build Investment AUM through mapped book customers and through building book through own book HNI /UHNI clients AUM transfer Build Book of potential Customers for the Bank through acquiring HNI clients to increase profits Penetrate on Mapped book by positioning various products and solutions to mapped base customers to increase Product Holding to build stickiness Compensation Negotiable to Budget of the Positi...

About the job: Hi, Greeting from YES Bank !!! We have openings for Relationship Manager for women with career break of more than 6 months recently for Medium Enterprises & Mid Corporates. 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 1500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial products. Key Responsibilities: 1. Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover between 100 Cr to 1500 Cr...

Managing the North India portfolio for NBFC, MFI and Capital Markets segment including assets as well as liabilities business. Also AD/FFMC fee income business for North Region. Identify fee income & lending opportunities across the above IFI segments Manage a 3 member team and guide them in CAM preparation/ finalization & operational activities Liaise with risk team on finalization of the credit proposals and present proposals to the respective Committees for approval Liaise with internal teams for documentation & execution of transactions and ensure smooth delivery of services to the clients in timely manner Building liability relationships with clients including CMS/Digital Banking produc...

Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) Organizational Context Key Aspects: As the debt arm of Aditya Birla Capital (ABC), Aditya Birla Finance Limited (ABFL) offers specialized lending and financing solutions in the areas of Capital Markets, Corporate/ Trade Finance, Commercial Real Estate and Mortgages. Currently ranked within the top 25 NBFCs of India, ABFL has made significant progress and the Company’s balance sheet at INR 15,000 Cr plus exceeds that of several mid-sized Banks and NBFCs. The company has a w...

SECTION III: PURPOSE OF THE ROLE Purpose of the Role- The primary purpose of the role is to plan, direct and control the Multinational & New Economy Corporates relationship-based banking activities of the Bank under the supervisions and direction of Team Leader. The position plays a key role in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to Multinational & New Economy clients SECTION IV: KEY RESPONSIBILITIES & KPIS OF THE ROLE Core Responsibilities Manage a portfolio of MNC’s with key responsibilities including advising clients on funding strategies, choose between various Bank products ensuring...

Managing the North India portfolio for NBFC, MFI and Capital Markets segment including assets as well as liabilities business. Also AD/FFMC fee income business for North Region. Identify fee income & lending opportunities across the above IFI segments Manage a 3 member team and guide them in CAM preparation/ finalization & operational activities Liaise with risk team on finalization of the credit proposals and present proposals to the respective Committees for approval Liaise with internal teams for documentation & execution of transactions and ensure smooth delivery of services to the clients in timely manner Building liability relationships with clients including CMS/Digital Banking produc...

Job Title: Relationship Manager / Senior Relationship Manager Experience: 1+ Year (Gold Loan Mandatory) Location: Surat Industry: Gold Loan / Financial Services Job Description: We are hiring Relationship Manager / Senior Relationship Manager for a reputed Gold Loan company in Surat. Candidates must have prior experience in Gold Loan sales . The role involves customer handling, gold loan processing, and achieving business targets. Key Responsibilities: Acquire and manage customers for Gold Loan products Handle end-to-end Gold Loan sales process (sourcing to disbursement) Explain gold loan schemes, interest rates, and repayment options to customers Ensure proper documentation and compliance a...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: : Indiranagar 100 Feet Road, Thipasandra, Halasuru, V V Puram, Church Street, Frazer Town & Cambridge Road - Ulsoor Branch Interested candidates can directly walkin at Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ) Date: 05th February 2026 (Thursday) Time 10:00 AM to 12:00 PM Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Bra...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - International Tech Park (IT Park), Whitefield Main Road, EPIP , Kadugodi & Thubarahalli Interested candidates can directly walk-in at Interview Venue : HDFC Bank Manohar Plaza ITPL Main Road, Survey No 7/1 Katha No 418/1, Near Kudalahalli Gate BEML Layout, Brooke Fields Main Road ITPL Road, Bangalore 560066 Date:06th February 2026 (Friday) Time 10:00 AM to 12:00 PM Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Ma...

Visit and manage 3–4 partner bank branches Generate life insurance leads from bank employees Convert leads into life insurance sales Achieve assigned monthly and quarterly targets Support customers with policy issuance and post-sales service Required Candidate profile * Graduate in any discipline * 1–5 years BFSI/Life Insurance sales experience * Good communication & relationship skills * Target-driven and field-work ready Perks and benefits Travel allowance, performance-based incentives.

Job Responsibilities: Acquire new customers through the Direct Channel Manage and build strong customer relationships Achieve assigned sales targets Explain life insurance products and close sales Ensure proper documentation and policy issuance

* 100 % Leads will given by company (Head office) * Call and Fix Appointment with Customer * Meeting customer directly and trying to close the business * Maintain long term relationship with customers. Required Candidate profile 1. Good Communication. 2. Any graduation. 3. Age up to 38 4. Any sales experience ( Insurance, Mutual fund, Equity) 5. Should be more active in achieving the fixed targets. 6. Two wheeler is Must Perks and benefits Performance based incentives plus other perks.

Designation : Relationship Manager We are hiring experienced professionals for Direct Channel sales in BFSI. Engage with customers through walk-ins, leads, and referrals. Pitch relevant financial products and ensure timely conversion. Meet or exceed sales goals consistently. Minimum 1 year of BFSI sales experience is mandatory. Candidate Profile : • Education : Any Graduate With Good Communication • Experience : Must 6 Months of Home loan sales • Age : 22 to 35 YRS (Fresher's can apply) 📞Contact : 72850 82842 HR Sejal

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 ...

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 Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) Organizational Context Key Aspects: As the debt arm of Aditya Birla Capital (ABC), Aditya Birla Finance Limited (ABFL) offers specialized lending and financing solutions in the areas of Capital Markets, Corporate/ Trade Finance, Commercial Real Estate and Mortgages. Currently ranked within the top 25 NBFCs of India, ABFL has made significant progress and the Company’s balance sheet at INR 15,000 Cr plus exceeds that of several mid-sized Banks and NBFCs. The company has a w...

Handle inbound and outbound customer calls, emails, or chats professionally. Resolve customer queries, complaints, and service requests efficiently. Maintain accurate customer records and update systems regularly. Provide information about products, services, and company policies. Ensure high customer satisfaction by delivering timely and quality support.