Relationship Manager
1 week ago
Job Description Job Title: Relationship Manager / SM / AVP Department: Small Enterprises (SE) - Working Capital Products Experience: 3-4 years Grade: SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to 100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities - Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to 100 Cr. Identify opportunities through market intelligence, references, and industry networking. - Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention. - Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with bank's credit policies. - Sanction Process & Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively communicate with clients to understand their financial needs and ensure alignment with product offerings. - Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies. - Cross-Selling: Identify and capitalize on cross-selling opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions. Desired Candidate Profile - Graduate/Postgraduate in Finance, Commerce, or a related field. - 3-4 years of experience in corporate/SME/ME banking. - Strong understanding of credit analysis and financial statements. - Excellent relationship management and communication skills. - Proven ability to drive business and manage risk effectively.
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Relationship Manager
2 weeks ago
Chennai, India Abakkus Asset Manager Private Limited Full timeJob Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...
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Relationship Manager
3 days ago
Surat, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Surat. 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...
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Relationship Manager
3 days ago
Surat, India Anvtech Full timejob description- surat/ rajkot/ ahmedabad rm salary 20-25k per month b2b & b2c sales planning and executing cold outreach in the form of emails and calls to attract new leads scheduling meetings with prospective clients nurturing the leads and understanding their issues inside out negotiating and closing multiple sales deals to achieve high revenue selling...
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Relationship Manager
1 week ago
Surat, Gujarat, India Jainam Broking Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionJainam Broking Limited is a comprehensive financial services provider offering a wide array of solutions, including equity trading, commodity trading, research and analysis, and wealth management advisory. The company also specializes in E-broking, E-KYC, and tailored financial services for non-resident Indians. Jainam excels in delivering...
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Relationship Manager
6 days ago
Surat, India Anvtech Full timejob description- surat/ rajkot/ ahmedabad rm salary 20-25k per month b2b & b2c sales planning and executing cold outreach in the form of emails and calls to attract new leads scheduling meetings with prospective clients nurturing the leads and understanding their issues inside out negotiating and closing multiple sales deals to achieve high revenue selling...
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Relationship Manager
2 weeks ago
Surat, Gujarat, India KV Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a...
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Relationship Manager
7 days ago
Surat, India Skywings Advisors Private Limited Full timeDesignation - Relationship ManangerChannel - Agency ChannelProduct - All type of insuranceCtc upto 4 LPAKey Responsibilities:Recruitment & Training: Identify and onboard agents, conduct regular training, and ensure agents are equipped to sell insurance products.Sales Management: Set sales goals, track performance, provide guidance, and implement strategies...
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Relationship Manager
14 hours ago
Surat, India STAFFIAA Full timeJob Description – Relationship Manager (RM) | Housing Loan & LAP Location: Surat CTC: Up to 6 LPA Experience: Minimum 2+ Years Sourcing Channel: DSA About the Role: We are looking for a dynamic and self-driven Relationship Manager with strong expertise in DSA sourcing for Housing Loan (HL) and Loan Against Property (LAP) products. The ideal candidate...
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Relationship Manager
1 week ago
Surat, Gujarat, India Bandhan Life Full time ₹ 3,00,000 - ₹ 6,00,000 per yearCompany DescriptionBandhan Life, formerly known as Aegon Life, is on a mission to transform the future of life insurance in India by making it easy to understand, simple to buy, and straightforward to claim. Committed to empowering ambitions and securing dreams, Bandhan Life works to provide financial security and build trust across millions of lives. The...
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Relationship Manager
3 days ago
Surat, India Anvtech Full timejob title: b2c relationship managercompany: arham shareslocations: surat ahmedabad rajkot mumbaijob type: full-timeexperience: 13 yearssalary: 12,000 25,000 per month + incentives (negotiable)________________________________________about arham sharesarham shares is a leading financial services company specializing in stock broking, investment advisory, and...
