9226 Relationship Manager Jobs - Page 47

Company Description Reliance Nippon Life Insurance is one of India's leading private sector life insurance companies. We specialize in five life insurance segments: Protection plans, Child education plans, Retirement plans, Savings & Investment plans, and Health plans. Our aim is to provide comprehensive insurance solutions that cater to varied customer needs and life stages. Role Description This is a full-time, on-site role for a Relationship Manager located in South Goa. The Relationship Manager will be responsible for identifying and building client relationships, understanding the financial needs of clients, and recommending appropriate insurance plans. Day-to-day tasks include meeting with clients, providing after-sales service, and achieving sales targets. The role also involves coordinating with internal teams to ensure smooth policy issuance and handling client queries effectively. Qualifications Strong analytical skills for understanding client financial needs and recommending solutions Excellent communication skills for building and maintaining client relationships Sales and negotiation skills to achieve targets and close deals Understanding of life insurance products and segments Exceptional customer service skills for after-sales support Ability to work independently and as part of a team Experience in the insurance or financial services industry is a plus Bachelor’s degree in Finance, Business, Marketing, or related field

Job description Business Function Corporate and Investment Banking provides corporate customers with a full range of Commercial banking products and services including cash management services, current accounts time deposits, trade finance, working capital finance, term loans and foreign exchange, Through our continued commitment, DBS has cultivated long standing relationships with its customers in the region that are based on account relationship management, service differentiation product development and rigorous credit standards. Job Purpose To acquire and build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to a healthy income with an acceptable risk to the bank. The Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank. Key Accountabilities Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore, aligned to Bank Lending Policy Ensure a good Net Interest Income as well as fee across the portfolio and ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc. Play an instrumental role in increasing the Profitability of the Branch. Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL. Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 Topline and Bottom-line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio. Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events. To comply with the Bank s process & policies and ensure positive ratings during all Country / Group audits Job Duties & responsibilities Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 25 Crore, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team. Cross Sell of Liability, Trade, Cash and Treasury Product actively. To achieve the individual Budgeted revenues through all product parameters Conduct Proper Due diligence while on-boarding New Asset Relationships. On board clients with a clear account plan highlighting the revenue potential, risks and mitigants. Increase the wallet share with the customer by constantly exploring opportunities to cross sell other products offered by the bank. Constant Monitoring of the Portfolio and ensure Timely Renewals. Provide regular feedback to the credit and portfolio team about various developments in the client s business. Work closely with the monitoring team for early warning signals and take appropriate actions as identified. Thorough monitoring of accounts sourced and keep track on customer s business and report any early warning signals. Ensure Timely Renewals of Accounts. Ensure that the covenants and conditions prescribed by the credit team are consistently met. Adherence to strict KYC/AML requirements. MIS to be provided to the central team for further reporting, within the stipulated guidelines. Timely Completion of Learning Programs as assigned by DBS for time to time To comply with the Bank s process & policies. To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA s, Influencer s and Industry association to be updated on the current market practice and local intelligence. To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval. Requirements Overall 3- 5 years of experience in sales. 2 years of sales experience in SME/Business Banking Lending. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and marketplace Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred. Education / Preferred Qualifications Bachelors in finance / economics/commerce or MBA or CA Core Competencies Excellent Communication & Listening Skills, Good Sales & Negotiation Skills Technical Competencies Working Capital Finance Knowledge Work Relationship Manager / Direct Report

Description The Senior Associate, Relationship Manager, Credit Program Medium will be responsible for managing relationships with medium-sized clients, providing tailored credit solutions, and ensuring high levels of client satisfaction. Responsibilities Manage and cultivate relationships with medium-sized credit program clients. Analyze client financial needs and provide tailored credit solutions. Conduct regular reviews of client accounts and ensure client satisfaction. Collaborate with internal teams to develop and implement credit strategies. Monitor credit risk and maintain compliance with company policies and regulatory requirements. Provide insights on market trends and client feedback to improve service offerings. Skills and Qualifications Bachelor's degree in Finance, Business Administration, or a related field. 3-7 years of experience in relationship management or credit analysis, preferably in the banking or financial services industry. Strong analytical skills with the ability to assess financial statements and credit reports. Excellent communication and interpersonal skills to build strong client relationships. Proficient in financial modeling and credit risk assessment tools. Knowledge of regulatory requirements and compliance standards in the credit industry. Ability to work independently and as part of a team in a fast-paced environment.

Description We are seeking a motivated Associate, Relationship Manager to join our dynamic team in India. The ideal candidate will be responsible for managing client relationships, ensuring customer satisfaction, and identifying opportunities for growth within existing accounts. Responsibilities Manage and maintain relationships with clients, ensuring their needs are met and expectations exceeded. Identify opportunities for cross-selling and upselling products and services to existing clients. Develop and implement strategies to enhance client satisfaction and retention. Provide regular updates and reports to management on client interactions and feedback. Collaborate with internal teams to deliver tailored solutions for clients requirements. Assist in the onboarding process for new clients, ensuring a smooth transition and integration. Skills and Qualifications Bachelor's degree in Business, Finance, Marketing, or a related field. 3-7 years of experience in client management or relationship management roles. Strong communication and interpersonal skills to build rapport with clients. Proficient in CRM software and Microsoft Office Suite (Excel, PowerPoint, Word). Ability to analyze client data and market trends to make informed decisions. Problem-solving skills to address client issues proactively and effectively. Strong organizational skills to manage multiple accounts and projects simultaneously.

Description The Analyst, Affluent Relationship Manager, Consumer Banking Group will be responsible for managing relationships with affluent clients, providing them with personalized financial solutions, and ensuring the highest level of customer satisfaction. Responsibilities Develop and maintain strong relationships with affluent clients to understand their financial needs and provide tailored solutions. Analyze client financial data and market trends to identify opportunities for investment and growth. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Prepare financial reports and presentations for clients, highlighting performance and strategies. Stay updated on industry trends, products, and regulations to offer informed advice to clients. Skills and Qualifications Bachelor's degree in Finance, Business Administration, or a related field. 5-10 years of experience in banking or financial services, preferably in client relationship management. Strong analytical skills with the ability to interpret financial data and market trends. Excellent communication and interpersonal skills to build rapport with clients. Proficiency in financial software and tools, as well as Microsoft Office Suite (Excel, PowerPoint, Word). Ability to work independently and as part of a team, managing multiple client portfolios effectively.

Description The Analyst, Virtual Relationship Manager will play a key role in supporting the Consumer Banking Group by analyzing customer data, providing insights, and assisting in the development of strategies to enhance customer engagement and satisfaction. Responsibilities Analyze customer data to understand trends and preferences in consumer banking. Provide insights and recommendations to improve customer relationships and services. Support the Virtual Relationship Manager team in developing strategies to enhance customer engagement. Assist in the execution of marketing campaigns aimed at consumer banking products. Monitor and report on key performance indicators (KPIs) related to customer satisfaction and retention. Skills and Qualifications Bachelor's degree in Finance, Business Administration, or a related field. Strong analytical skills with proficiency in data analysis tools like Excel, SQL, or similar. Excellent communication skills, both verbal and written, to effectively interact with clients and team members. Ability to work collaboratively in a team-oriented environment. Knowledge of consumer banking products and services is a plus.

Job description Position Title: Relationship ManagerAsset Department: SME,India, IBG4 Rank : Officer/Analyst/Associate Reports To: Zonal CPS Team Leader Assets Job Purpose : To acquire and build a we'll diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc and the portfolio should lead to a healthy income with an acceptable risk to the bank. The Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank Key Accountabilities : Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore, aligned to Bank Lending Policy Ensure a good Net Interest Income as we'll as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc Play an instrumental role in increasing the Profitability of the Branch. Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio. Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events. To comply with the Bank s process & policies and ensure positive ratings during all Country / Group audits Job Duties & responsibilities : Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team. Cross Sell of Liability, Trade, Cash and Treasury Product actively. To achieve the individual Budgeted revenues through all product parameters Conduct Proper Due diligence while on-boarding New Asset Relationships. On board clients with a clear account plan highlighting the revenue potential, risks and mitigants. Increase the wallet share with the customer by constantly exploring opportunities to cross sell other products offered by the bank. Constant Monitoring of the Portfolio and ensure Timely Renewals. Provide regular feedback to the credit and portfolio team about various developments in the client s business. Work closely with the monitoring team for early warning signals and take appropriate actions as identified Thorough monitoring of accounts sourced and keep track on customer s business and report any early warning signals. Ensure Timely Renewals of Accounts. Ensure that the covenants and conditions prescribed by the credit team are consistently met. Adherence to strict KYC/AML requirements. MIS to be provided to the central team for further reporting, within the stipulated guidelines. Timely Completion of Learning Programs as assigned by DBS for time to time To comply with the Bank s process & policies. To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA s, Influencer s and Industry association to be updated on the current market practice and local intelligence. To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval. Required Experience : Overall 3- 5 years of experience in sales. 2 ears of sales experience in SME/Business Banking Lending. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and marketplace Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred Education / Preferred Qualifications : Bachelors in finance / Economics/Commerce or MBA or CA Core Competencies : Excellent Communication & Listening Skills, Good Sales & Negotiation Skills Technical Competencies : Working Capital Finance Knowledge Work Relationship : Manager / Direct Report DBS India - Culture & Behaviors : DBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are: Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS Reputation Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement Maintain the Highest Standards of Honesty and Integrity.

Job description To acquire and build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank. Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank. Key Accountabilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 25 crores to 600 crores, aligned to Bank Lending Policy Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc. Play an instrumental role in increasing the Profitability of the business Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL. Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio. Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events. To comply with the Bank s process & policies and ensure positive ratings during all Country / Group audits Job Duties & responsibilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 25 crores to 600 crores, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team. Cross Sell of Liability, Trade, Cash and Treasury Product actively. To achieve the individual Budgeted revenues through all product parameters Conduct Proper Due diligence while on-boarding New Asset On board clients with a clear account plan highlighting the revenue potential, risks and mitigants. Adherence to strict KYC/AML requirements. MIS to be provided to the central team for further reporting, within the stipulated guidelines. Timely Completion of Learning Programs as assigned by DBS for time to time To comply with the Bank s process & policies. To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA s, Influencer s and Industry association to be updated on the current market practice and local intelligence. To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval. Requirements Overall 3- 7 years of experience in sales. 2-3 years of sales experience in SME/Business Banking Lending. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and market place Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred. Education / Preferred Qualifications Overall 3- 7 years of experience in sales. 2-3 years of sales experience in SME/Business Banking Lending. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and market place Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred.

Job description Position Title: RM Institutional Liabilities (IL) Job Purpose To originate NTB Liability relationships for the bank (operating accounts, term deposits and structured cash management sales including electronic banking sales) through new client acquisition. Key revenue drivers are Cash & FX. Key Accountabilities Drive Liabilities Sales through NTB (New To Bank) acquisition of Liability clients for operating accounts, term deposits and other transaction banking products in line with the targets set out which would be 2 accounts per month with an AQB of INR 2 cr per account. Driver Origination of clients in Cash rich segments of companies, especially MNCs and companies in the Ecommerce and Digital space, including start-ups. Leverage relationships with Intermediaries in Market, like Law Firms, CA/CS firms, Consultancy firms, to source deals in the M&A and PE/VC space, both annuity as well as Episodic in nature. Support Regional Sales Heads in implementing liabilities strategy and meeting revenue budgets from Origination. Support Regional Sales Heads in identifying and focusing on appropriate market segments. This includes analysis of key requirements for different identified market segments (through client discussions) and positioning DBS Bank offering to meet client requirements. To support commercialisation of various product rollouts which cater to the needs of the identified client segment. Job Duties & responsibilities Drive Liabilities Sales through NTB (New To Bank) acquisition of Liability clients for operating accounts, term deposits and other transaction banking products in line with the targets set out which would be 2 accounts per month with an AQB of INR 2 cr per account. Driver Origination of clients in Cash rich segments of companies, especially MNCs and companies in the Ecommerce and Digital space, including start-ups. Leverage relationships with Intermediaries in Market, like Law Firms, CA/CS firms, Consultancy firms, to source deals in the M&A and PE/VC space, both annuity as well as Episodic in nature. Support Regional Sales Heads in implementing liabilities strategy and meeting revenue budgets from Origination. Support Regional Sales Heads in identifying and focusing on appropriate market segments. This includes analysis of key requirements for different identified market segments (through client discussions) and positioning DBS Bank offering to meet client requirements. To support commercialisation of various product rollouts which cater to the needs of the identified client segment. Required Experience Good understanding of the Sales process through preferably prior sales experience of 5-6 years Prior experience in Liabilities, Cash Management, New age payment and collections methods and transaction banking selling experience is desirable, along with experience in FX and Risk management solutions like Hedging. Market knowledge and experience in the Mid-market / SME segment, with reference to appropriate Target Market for the Liability Segment would be preferable Education / Preferred Qualifications Preferably Postgraduate. (desirable CA and/or MBA -Marketing Finance). Core Competencies Good understanding of the sales process. Ability to open conversations with CXOs. Sound knowledge of Cash management, FX and Trade, which are the key revenue drivers. Good technical knowledge of transaction banking business. Abreast of regulatory environment especially for FDI, ODI, Funds, FPI, AIFs etc Good team worker and ability to work with internal product partners like GTS, T&M. Good customer and relationship management skills. Good interpersonal and communications skills. Good problem solving, planning & organising skills. Planning, scheduling and monitoring deliverables, within a stipulated time frame using effective methods Technical Competencies Basic understanding of transaction banking products and associated technology platforms and operational procedures Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements are critical. Knowledge of financial markets and products to assist in meaningful dialogue with clients Work Relationship Acquisition of Commercial liabilities Business Managing of commercial Liabilities Portfolio DBS India - Culture & Behaviors Drive Performance Through Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS Reputation Enhance Knowledge Base, Build Skill Sets & Develop Competencies Invest in Team Building & Motivation through Ideation & Innovation Execute at Speed While Maintaining Error Free Operations Develop a Passion for Performance to Grow Talent Pool Maintain the Highest Standards of Honesty and Integrity

Job description Business Function Institutional Banking Group provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. The Relationship Manager will be responsible for selling these products and services to existing and new customers. Job Purpose To manage and sustain a portfolio of Corporate customers, building long term relationships founded on efficient and reliable support for their business. To work with product groups and other colleagues both in India and overseas to build our Local large corporate client base, and enhance wallet share from both new and existing customers. Risk assessment of facility clients in the form of continuous monitoring (writing memos, working through the approval process and working with RMG, Operations, product groups etc to ensure seamless delivery to the client). Key Accountabilities Relationship Manager responsible for a portfolio of corporate clients. Manage relationships through constant interaction & account mapping at varied levels in client organizations, while ensuring a risk-adjusted portfolio contribution Determine the products that are most effective in meeting customers needs and be able to sell these both reactively and proactively. Customize, adapt & develop new products to increase profitability, reduce costs & ease operational bottlenecks. Implement & execute IBG1 business strategy to increase market share & to achieve targets consistent with IBG1s revenue, ROE & Cost / Income ratio targets. Cross sell other products of the bank including cash, treasury, trade & others. Ensure the highest customer retention & increase in wallet share by constantly monitoring customer satisfaction levels through detailed MIS & tracking of operations & complaints. Ensure all regulatory reporting & compliances are enforced. Also ensure assistance to external & internal audits Develop the DBS brand in the region. Research different identified & appropriate market segments including analysis of key requirements for each segment. Build and develop a high performing team through embedding performance development and coaching. Create an empowering environment for the team, encouraging individual ownership and initiative. Ensure coaching and feedback in order to achieve their maximum potential. Make reward decisions within set guidelines. Job Duties & Responsibilities Primary contact at CEO, Finance Director, and Treasurer level in Corporates controlling offices, discussing inter alia customer needs, service reviews, and credit risk issues. Advises and debates how business finances could be structured in the short-term and medium/long term. Grow the teams portfolio profitability by identifying new and existing customer potential including sales opportunities and new product promotion initiatives. Control and quality of the portfolio, using available triggers and adherence to Risk management guidelines and policies. Formulate business development strategies and objectives to meet changing market needs. Develop prioritized target list & structured client calling plans in place and formulate client action plans. Monitor conformance of team using new relationship development procedures. Monitor results of customer surveys against target service quality standards. Monitor levels of complaints and quality of handling. Proactively researches competitive threats/opportunities within the team's market and geographical area. Ensure that quality proposals are submitted to the credit chain Communicates all key messages to customers including agreed service standards, negotiated pricing, relationship team contact points (including introductions to new personnel) and new product changes. Keep customers advised on the expected delivery date for product/credit applications. Monitors and ensures adherence to risk service standards Develops and maintains a detailed knowledge of industry sectors within the customer portfolio. Control and manage the risk profile for the overall Team portfolio. Manages performance of the team against key financial (risk-adjusted contribution) sales, service and operational targets. Manage segmentation of the portfolio. Develop Customer Relationship Plans for customers in portfolio. Required Experience Overall 7-12 years of experience in corporate banking experience managing large corporates. Proven track record in the corporate & commercial banking Sound understanding of products Sound Understanding of credit proposals Knowledge of competitors and market place Education / Preferred Qualifications An MBA or CA with relevant number of years of experience in banking is preferable. Core Competencies Strong selling and negotiation skills Excellent diagnostic skills and rigorous approach to problem solving Excellent communication skills at all levels Excellent comprehension skills to understand and interpret industry data and economic trends Sound financial counseling skills Strong credit risk analysis skills Strong formal presentation skills to gain acceptance to solutions, both internally and externally Team creation and co-ordination skills to mobilize and manage product specialists Proven leadership experience in leading & managing sales. Ability to think creatively and identify innovative solutions. Technical Competencies Sound understanding corporate & commercial banking, products, credit proposals & approval processes, internal guidelines & policies. Understanding of regulatory guidelines on banking policies issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements & Anti-money Laundering Policies are critical. Knowledge of financial markets and products to assist in meaningful dialogue with clients Financial Analysis and research capabilities. Evaluation of credit risks involved in credit proposals. Work Relationship Working relationship with RM's / Sales in CBG / CMS/ GTS to maximize opportunities and cross sell of products. Important and constant relationship with credit both in developing new products for IBG1 customers and maintaining the quality of the accounts portfolio. Close working relationship with internal support/ product functions such as Operations, Product Owners (eg T&M, Custody, GTS); Credit Risk & CCU for approval of credit lines, legal & compliance for regulatory & compliance issues etc. Working relationship with operations to ensure smooth delivery to the customer.

Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.

Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.

Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.

Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management:Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development:Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory:Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling:Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation:Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration:Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis:Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking:Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements: Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management:Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development:Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory:Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling:Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation:Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration:Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis:Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking:Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements: Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management:Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development:Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory:Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling:Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation:Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration:Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis:Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking:Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements: Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.

Ensure effective and smooth relationship withcorporate / Banks / distributorsand agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing agents distribution network. Selection motivation of agents/distributors. Relationship management.