Relationship Manager

4 weeks 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.

```


  • Relationship Manager

    13 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...


  • Mumbai, Maharashtra, India Unity Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company 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...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India ProHreach Hiring Solution Full time

    Job Title: Senior Relationship Manager- Wealth Management Solutions Key Responsibilities: ● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs. ● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range. ●...


  • Mumbai, Maharashtra, India TND Listings Pvt Ltd | The New Door Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionTND Listings Pvt Ltd, a subsidiary of The New Door, specializes in NRI Property Management Services in Mumbai, providing comprehensive real estate solutions. We aim to make property ownership stress-free, transparent, and profitable for both domestic and international clients. Our services include property management, rental income...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India Yo Hr Consultancy Full time

    Job Title Relationship Manager - Loan Products LAP Business Loans - Location Mumbai - Experience 3 - 6 years - Work Mode 6 days week office-basedCompany Overview We are looking for a dynamic and result-driven Relationship Manager to build and manage client relationships source new customers and promote loan products such as LAP and business loans ...

  • Relationship Manager

    13 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...


  • 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...


  • Mumbai, Maharashtra, India YES BANK Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients.Core ResponsibilitiesMarket Assessment and Business DevelopmentConducts market research to understand consumers,...

  • Relationship Manager

    13 hours ago


    Mumbai, Maharashtra, India Blox Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Mumbai0-10 years Exp.Full-timeJob ResponsibilityCustomer 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 centerAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India VS Sambhav Capital Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt VS Sambhav Capital Pvt Ltd, we are a team of dedicated professionals committed to providing the most appropriate finance solutions. With over a decade of Banking experience, our team specializes in sourcing competitive and personalized finance solutions to meet ever-changing business needs. We pride ourselves on our expertise and...