Relationship Manager
2 weeks ago
We have an opening with Reputed Banking companyKey Responsibilities:Client Management & Business Development:- Up-sell and cross-sell with Bank Mutual Fund products to retail and HNI clients from the assigned database.- Generate new leads and referrals to expand the client base and increase overall market penetration.- Develop and maintain strong, long-term relationships with existing HNI/UHNI clients.Sales & Revenue Generation:- Achieve sales and revenue targets by offering a diversified product mix, catering to the needs of the clients.- Provide targeted financial advice, investment planning, and portfolio management services to clients, ensuring they achieve their financial goals.Client Profiling & Advisory:- Conduct detailed client profiling and offer customized investment products to meet clients specific needs and objectives.- Provide sound investment advice, keeping clients' financial aspirations and risk appetites in mind.Customer Service & Satisfaction:- Act as the primary point of contact for assigned clients, ensuring seamless service and prompt resolution of queries or issues.- Maintain high service standards to ensure clients are satisfied and continue to entrust their financial investments with Bank AMC.Team Handling & Leadership:- Provide leadership and guidance to the team in achieving business objectives, sales targets, and client relationship goals.- Mentor and coach team members, driving a culture of excellence, customer-centricity, and high performance.Compliance & Knowledge:- Ensure adherence to company policies, industry regulations, and ethical standards.- Preferably hold NISM certifications with up-to-date knowledge of Mutual Fund products, market trends, and regulatory changes.Market Research & Competitor Analysis:- Stay abreast of industry developments, market conditions, and competitor offerings to better advise clients and adjust sales strategies.Desired Skills & A minimum of 11-13 years in a similar role, with at least 3 year of team handling Preferably NISM certified.Product Knowledge: In-depth knowledge of Mutual Funds, portfolio management, and financial markets.Client Relationship Management: Proven experience in managing Retail/HNI/UHNI clients with a focus on sales and customer satisfaction.Sales Skills: Strong ability to generate leads, up-sell products, and achieve business targets.Leadership: Ability to manage, coach, and motivate a sales team towards achieving targets and enhancing client relationships.Communication Skills: Excellent verbal and written communication skills to engage effectively with clients and internal teams. (ref:iimjobs.com)
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Relationship Manager
5 days ago
Mumbai, Maharashtra, India Genxhire Services Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob Location : MumbaiRole & responsibilitiesCustomer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call center • All the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...
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Relationship Manager
7 days ago
Mumbai, Maharashtra, India Ramyoz Solutions Full time ₹ 7,44,894 - ₹ 12,00,000 per yearJob Title: Relationship Manager – University Partnerships Location: Andheri / Mumbai Overview: We are looking for a dedicated and proactive Relationship Manager to join our team. The role involves building and maintaining strategic relationships with universities in India, facilitating the signing of Memorandums of Understanding (MOUs), and ensuring timely...
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Relationship Manager
2 days ago
Mumbai, Maharashtra, India Unity Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionUnity Small Finance Bank is a new age financial institution that leverages best-in-class technology to deliver safe, convenient, and simple-to-use banking services. As a trusted bank, Unity aims to provide innovative and customer-centric financial solutions. By embracing modern technology, Unity Small Finance Bank ensures efficient and...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager - Business Banking - Affluent-AFFLUENT-Relationship ManagerRelationship Manager - Branch Banking \ JOB ROLE:Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank...
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Relationship manager
4 weeks ago
Mumbai, India Neo Wealth And Asset Management Full timeJoin Neo – Redefining Wealth Management At Neo, we’re building a platform where great Bankers and Relationship Managers can do their best work—free from legacy constraints, driven by clarity, and backed by strong investment thinking. We’re looking for driven Relationship Managers who are ready to lead, not just follow. This is more than money...
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Relationship manager
2 weeks ago
Mumbai, India UpGrad Rekrut Full timeAbout the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role ...
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Relationship Manager
2 weeks ago
Mumbai, India upGrad Rekrut Full timeAbout the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeAbout the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...
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Relationship Manager
5 days ago
Mumbai, Maharashtra, India ShortlistedYou Executive Search and Staffing Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearWe are looking for a dynamic Relationship Manager to handle end-to-end customer engagement in real estate sales. The role involves managing digital and database leads, nurturing relationships, facilitating online bookings, driving deal closures Required Candidate profileGraduate with Mim6 Month of real estate sales/relationship management experience.Strong...
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Relationship Manager
4 days ago
Mumbai, India Green Start Management Consultancy Full timeJob Title: NRI Relationship Manager Location: Mumbai Leading Bank is looking for a passionate and customer-focused NRI Relationship Manager to join the team in Mumbai . If you have experience in NRI banking, wealth management , and enjoy building long-term client relationships, this could be the perfect opportunity for you! Key Responsibilities: Acquire and...
