Jainam - Relationship Manager
2 weeks ago
Role Overview:As a Relationship Manager, you will be responsible for leading a team of Branch Relationship Managers (RMs), driving revenue targets, managing client portfolios, and ensuring superior service delivery across the branch. This role requires a mix of team management, client engagement, business development, and compliance adherence.Key Responsibilities:1. Team Management & Performance Monitoring- Guide, coach, and supervise Branch Relationship Managers (RMs) to ensure individual and collective sales targets are met.- Regularly track RM performance metrics (calls, meetings, conversions, AUM growth, etc.).- Conduct weekly reviews, one-on-one mentoring, and sales huddles to improve performance.- Motivate the team through effective communication, recognition, and performance incentives.2. Client Acquisition & Relationship Management- Conduct joint client meetings with RMs and high-value prospects to close deals.- Build and maintain long-term relationships with HNI and retail clients by offering tailored financial solutions.- Resolve client concerns or escalations with prompt and effective solutions.3. Business Development & Revenue Generation- Ensure consistent revenue generation across investment products:- Mutual Funds (Lumpsum/SIP),- Insurance (Life & General),- Fixed Income Instruments (Corporate Bonds, NCDs),- Unlisted Equity / Pre-IPO Shares.- Identify market trends and emerging opportunities to devise branch-specific growth strategies.- Assist in launching new products and promotional campaigns within the branch.4. Product & Market Knowledge- Keep abreast of industry developments, product innovations, and market trends.- Train RMs on product features, competitor analysis, and effective client pitching techniques.5. Compliance & Operational Excellence- Ensure team adherence to regulatory guidelines, internal policies, and ethical standards.- Verify KYC documentation and ensure compliance with SEBI, IRDA, and AMFI norms.- Ensure proper recording of client interactions and transactions in CRM and backend systems. (ref:iimjobs.com)
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Jainam - Manager - B2B Sales
3 weeks ago
Vadodara, India Jainam Broking Limited Full timeManager - B2B SalesJainam Broking Limited. 6 hours ago.Location. B2B West JBL.Employment Type. Full-time.Key Responsibilities.- Identify, develop, and manage new B2B retail business opportunities.- Build and maintain strong relationships with corporate clients, channel partners, and distributors.- Develop sales strategies and execute plans to meet and exceed...
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Relationship Manager
3 weeks ago
Vadodara, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research,...
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Relationship Manager
3 weeks ago
Vadodara, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research,...
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Relationship Manager
2 weeks ago
Vadodara, India STAFFIAA Full timeJob Title: Relationship Manager – Mortgage Location: Vadodara, Gujarat CTC: Up to 4 LPA Experience: Minimum 1 Year Product: Mortgage (DSA Sourcing) Key Responsibilities: Source mortgage business through DSAs and open market channels. Develop and maintain strong relationships with DSAs to drive business volumes. Achieve monthly sales targets and ensure...
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Relationship Manager
4 days ago
Vadodara, Gujarat, India e176b718-24bf-4251-abb2-1ee9df3b9bc6 Full time ₹ 3,00,000 - ₹ 6,00,000 per yearCompany DescriptionUTI Pension Fund Limited (UTI PFL) is one of India's premier Pension Fund Managers, registered under the Pension Fund Regulatory & Development Authority (PFRDA) as part of the National Pension System (NPS). Managing assets under management (AUM) of over ₹3.84 lakh crore as of July 2025, UTI PFL serves Government, Corporate, and Retail...
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Relationship Manager
3 weeks ago
Vadodara, India Petpooja Full timeSummary: We are seeking a dynamic and field-oriented Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS). The role involves lead generation through field visits and cold calling, conducting client demos, onboarding restaurants, and maintaining long-term client relationships. You will be the face of...
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*Relationship Manager
1 week ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1. &## ; Biggest Wealth-Management Setup in Vadodara Work with one of the city’s strongest and fastest-growing financial teams. 2. &## ; Exposure to Every Major Investment Product PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. &## ; Work With the Largest...
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Relationship manager
3 weeks ago
Vadodara, India Discoveries Quintessential Full time???? We’re Hiring: Relationship Manager / Sales Specialist ???? Locations: Multiples cities of Punjab ????️ Department: Sales & Marketing We’re reshaping education with engaging books, flashcards, life-skill boards, Olympiads , and more. Since our inception, we’ve been on a mission to make learning fun, practical, and impactful. Now, we’re looking...
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Relationship Manager
7 days ago
Vadodara, Gujarat, India Khushi Wealth Full time ₹ 2,00,000 - ₹ 6,00,000 per yearResponsibilities:* Manage client portfolios* Build & maintain client relationships* Collaborate with sales team on strategies* Present investment opportunities* Monitor market trendsAccessible workspace
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Relationship Manager
2 weeks ago
Vadodara, Gujarat, India Amar Cars Full time ₹ 1,20,000 - ₹ 3,00,000 per yearAmar cars is Hiring , Relationship Manager Experience : 0 -15 years Location Vadodara Industry : Automobile Dealership 4 wheeler Driving license mandatorySalary : up to 25k + Attractive Incentives share your cv on
