Relationship Manager

7 days ago


Pune India YES BANK Full time

Job Description Market Assessment and Business Development Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions. Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth. Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders. Revenue Generation Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives. Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager. Portfolio Management and Deal Structuring Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients financial requirement. Conducts research and collates necessary data for preparing credit proposals in line with customer requirements. Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner. Market Assessment and Business Development Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions. Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth. Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders. Revenue Generation Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives. Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager. Portfolio Management and Deal Structuring Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients financial requirement. Conducts research and collates necessary data for preparing credit proposals in line with customer requirements. Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner. Credit Appraisal Credit Assessment and CAM preparation through detailed analysis Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines. Credit Assessment and CAM preparation through detailed analysis Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines. Ideal Candidtae Profile: - 4years+ of relevant work experience preparing Credit Appraisals Memo, Credit Analysis, Risk Analysis for LCG / MNC clients - Master's degree: CA/MBA/PGDM - Local candidate


  • Relationship Manager

    2 weeks ago


    Pune, India Investsphere Wealth Pvt. Ltd. Full time

    Job Description Company Description Investsphere Wealth Pvt. Ltd. is committed to providing trustworthy and efficient financial products tailored to clients individual needs. Our mission is to empower clients to achieve financial freedom through comprehensive solutions, including proprietary and third-party products thoughtfully recommended after meticulous...


  • Pune, India Speedioo Full time

    Job Description About the Role We're looking for a passionate and energeticRelationship Managerto join our growing team atSpeedioo. The ideal candidate will have hands-on experience in B2B sales, strong relationship-building skills, and the ability to connect effectively with showroom partners and business owners. Key Responsibilities - Identify and connect...

  • Relationship Manager

    4 weeks ago


    India Kaabil Finance Private Limited Full time

    Job Description Company Description Kaabil Finance Private Limited is dedicated to empowering individuals at the foundation of India's economic pyramid. By providing financial support to deserving customers, Kaabil Finance champions the cause of Atmanirbhar Bharat, helping to build a self-reliant India. The company values inclusivity and sustainable growth,...

  • Relationship Manager

    2 weeks ago


    India Tata Capital Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    DescriptionJob Purpose     The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships, increasing penetration of NPS registration and NPS Corpus within the Corporate employee...

  • Relationship Manager

    4 weeks ago


    Pune, India Insurance Dekho Full time

    Relationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Pune. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering...

  • Relationship Manager

    2 weeks ago


    pune, 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...


  • Pune, India KBD Talent Forge India Pvt Ltd Full time

    Description:About the RoleWe are seeking an experienced Relationship Manager with a strong background in the automotive passenger vehicle industry to manage client relationships and deliver projects to OEM (Original Equipment Manufacturer) clients. This role requires a proactive professional who can combine technical understanding with client management...

  • Relationship Manager

    4 weeks ago


    india Anand Rathi Share and Stock Brokers Ltd Full time

    ```html About the Companyhttps://anandrathi.com/ About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilitiesTo acquire Preferred clients (Affluent & Super Affluent)To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clientsTo advise Affluent &...

  • Relationship Manager

    4 weeks ago


    india Anand Rathi Share and Stock Brokers Ltd Full time

    ```html About the Companyhttps://anandrathi.com/ About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilitiesTo acquire Preferred clients (Affluent & Super Affluent)To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clientsTo advise Affluent &...


  • , India, IN Motilal Oswal Financial Services Ltd Full time

    Company Name - Motilal Oswal financial services limitedProfile - Relationship Manager Location - Pune Roles & Responsibilities: -1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM from preferred clients.3. Advising...