Relationship Manager

3 days ago

Mumbai, Maharashtra, India upGrad Rekrut Full time

About 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

Responsibilities

  • Building and Maintaining Relationships: The core of the role is establishing and nurturing trust with clients, often through regular communication and personalized interactions.
  • Understanding Client Needs: Relationship managers actively listen to clients, identify their needs, and understand their goals to offer appropriate solutions and services.
  • Providing Solutions and Support: They offer guidance, advice, and support to clients, addressing their inquiries and resolving any issues or concerns.
  • Identifying Opportunities: Relationship managers look for ways to expand business with existing clients, such as through cross-selling or upselling, and also explore potential new business opportunities.
  • Collaborating Across Departments: They work with various teams within the company, such as sales, marketing, and customer service, to ensure a consistent and positive client experience.
  • Ensuring Customer Satisfaction: A key objective is to ensure clients are happy with the company's products and services, leading to increased customer retention and loyalty.
  • Monitoring and Reporting: Relationship managers track their performance, monitor sales data, and report on their activities to management.

Qualifications

Education details

Required Skills

  • Communication Skills: Excellent verbal and written communication is crucial for interacting with clients and colleagues.
  • Problem-Solving Skills: The ability to analyze issues, find solutions, and resolve client concerns is essential.
  • Interpersonal Skills: Building rapport, establishing trust, and maintaining positive relationships are fundamental to the role.
  • Sales and Negotiation Skills: Relationship managers may be involved in sales activities, requiring the ability to negotiate and close deals.
  • Product Knowledge: A strong understanding of the company's products and services is necessary to provide informed advice to clients.

Preferred Skills

Preferred skills details

Pay range and compensation package

Pay range or salary or compensation details

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

```

  • High Net Worth Client Relationship Specialist

    2 days ago

    Navi Mumbai, Maharashtra, India beBeeRelationship Manager Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

  • Strategic Account Manager

    3 days ago

    Mumbai, Maharashtra, India beBeeStrategic Account Manager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About the RoleThis is a unique opportunity to drive strategic growth and development in key account management. The successful candidate will be responsible for cultivating and expanding relationships with high-net-worth individuals, family offices, and institutional investors.

  • Relationship Manager

    6 hours ago

    Mumbai, Maharashtra, India Policy sansar Insurance Broking Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Location- Mumbai- Andheri EastRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts, identifying...

  • Relationship Manager

    7 hours ago

    Mumbai, Maharashtra, India BeWealthy Consultants Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    BeWealthy Consultants Pvt. Ltd. is a pioneering service portal that bridges the gap between clients and companies. Specializing in Financial Advisory, Wealth Management, and various Planning Services, our team of experts possess deep insights into the complex economy. We provide services spanning Financial Planning, Insurance, Tax advice, and Investment...

  • Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India skillventory - A Leading Talent Research Firm Full time

    Job Description- I. Position Purpose- -The role holder is responsible for acquiring and providing support to the clients in the high octanemiddle market segment (i.e. Rs. 100-1500 crore turnover), offering them an entire suite of bankproducts.- II. Position Responsibilities- Revenue Generation- Achieve Banks objective in terms of earnings, assets,...

  • Relationship Manager

    4 hours ago

    Mumbai, Maharashtra, India HDFC Sales Private Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionHDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd. Formed to serve as a distribution arm, the company provides doorstep service to prospective clients of the HDFC group. HDFC Sales offers a range of financial management solutions including Home Loans, Life Insurance, and General Insurance. The company is focused on delivering...

  • Relationship Manager

    4 weeks ago

    Mumbai, Maharashtra, India Ashika Group Full time

    Role Summary:We are seeking a high-performing Relationship Manager to manage and scale distribution relationships for our Alternative Investment Fund (AIF) platform. The ideal candidate brings deep experience in the Indian AMC or AIF industry, and has a proven ability to acquire and manage distribution partnerships across Private Wealth firms, Banks, RIAs,...

  • Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Saplings HR Full time

    Purpose of the JobThe role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family OfficesKey ResponsibilitiesEnsure effective and smooth...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Saplings HR Full time

    Purpose of the Job The role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices Key Responsibilities Ensure effective and smooth...

  • Relationship Manager

    4 hours ago

    Mumbai, Maharashtra, India People Tree Consultants Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Opportunity with a bank Job TitleRelationship Manager FI Location MumbaiExperience 5 12 yearsResponsibilitiesHaving strong relationship with banks / FI's Domestic & InternationalCross Border Trade Finance & Treasury business understanding Relationship with custodians, FPI clients, AIF, FDI, PE firms, Embassy, Fund accounting etc Regulatory...