Relationship Manager

3 days ago

Pune, Maharashtra, India Alpha Orion Full time

About:

- Develop MNC business by onboarding new clients and managing existing clients.

- Revenue maximization

- Diversify product portfolio of MNC business

- Maintain overall health of portfolio

- Identify and develop potential MNC customers for the bank

- Acquiring new MNC relationships by regular meetings / follow-up with target clients

- Generate revenue through various products and services of the the bank

- Scoping of existing client base in portfolio to identify new opportunities for the Bank on a continuouis basis.

- Regular meeting with clients along with other product partners of the bank to ensure cross-sell of products and increasing wallet share

- Coordination with various internal stakeholders to ensure service and product delivery to clients in a timely manner

- Writing credit proposals, discussion with Credit Risk and clearance of credit proposals

- Credit monitoring and maintenance of overall health of portfolio

- Housekeeping by regular monitoring of covenants, internal memos and deferrals.

(ref:iimjobs.com)

  • Relationship Manager

    6 days ago

    Pune, Maharashtra, India Crescendo Global Full time

    Relationship Manager - Corporate Solution Group - General Insurance - 2 Years Experience - Pune We are hiring a strategic and client-focused Relationship Manager to join the Corporate Solution Group CSG in the General Insurance sector This role is ideal for someone experienced in managing corporate clients handling broker relationships and driving...

  • Relationship Manager

    4 days ago

    Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    About the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...

  • Relationship Manager

    2 days ago

    Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    About the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...

  • Relationship Manager

    5 days ago

    Pune, Maharashtra, India Max Life Insurance Full time

    Job Description- The role involves building strong, long-lasting relationships with clients and providing exceptional customer service- The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targetsResponsibilities Client Relationship Management- Build and maintain...

  • Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Live Connections Full time

    Job Title: Treasures Virtual Relationship Manager Location: Pune / Chennai Experience: 2–3 years in client servicing, wealth management, or financial services Key Responsibilities: Acquire and manage Treasures clients via digital and remote channels Provide investment and insurance advisory in collaboration with specialists Conduct regular portfolio...

  • Relationship Manager

    1 day ago

    Pune, Maharashtra, India Live Connections Full time

    Job Title: Treasures Virtual Relationship ManagerLocation: Pune / ChennaiExperience: 2–3 years in client servicing, wealth management, or financial servicesKey Responsibilities:Acquire and manage Treasures clients via digital and remote channelsProvide investment and insurance advisory in collaboration with specialistsConduct regular portfolio reviews and...

  • Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India InsuranceDekho Full time

    * Field sales in insurance sector is mandatory * Insurance Dekho is an online platform that offers insurance comparison and purchase services for Motor, Health, Life, Travel, and other insurance types from various top-rated insurance companies. The platform simplifies the insurance buying process by allowing users to compare quotes, provide necessary...

  • Relationship Manager

    7 days ago

    Pune, Maharashtra, India Live Connections Full time

    Job Title: Treasures Virtual Relationship ManagerLocation: Pune / ChennaiExperience: 2–3 years in client servicing, wealth management, or financial servicesKey Responsibilities:Acquire and manage Treasures clients via digital and remote channelsProvide investment and insurance advisory in collaboration with specialistsConduct regular portfolio reviews...

  • Relationship Manager

    4 weeks ago

    Pune, Maharashtra, India TekPillar® Full time

    Job Summary: We are looking for a dynamic and target-driven Banca Sales Officer to join our team. The role involves managing and developing relationships with bank partners to generate business and drive sales growth through lead-based channels.Key Responsibilities:Drive sales of financial products through the bank branch network.Build and maintain strong...

  • Relationship Manager

    2 days ago

    Pune, Maharashtra, India Tata Mutual Fund Full time

    Job DescriptionJob Description1 Client Acquisition:- Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships2 Client Relationship Management:- Build and maintain strong relationships with corporate clients in the Mid Corporate segment.- Understand clients financial...