Senior Relationship Manager

3 weeks ago


Indore, Madhya Pradesh, India Tata Mutual Fund Full time
Job Description

Job Description

Client Identification & Sourcing:

. Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer
. Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline.
. Understand clients financial goals, challenges, and opportunities.

Client Relationship Management:
. Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment.
. Identify new business opportunities and revenue streams within the corporate finance sector.
. Expand the client base and promote financial products and services including cross sell of products.

Deal Structuring:
. Collaborate with clients to structure financial deals tailored to their specific needs.
. Prepare and present proposals to clients and present the same internally to all stakeholders.

Credit Solutions:

. Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products and also innovate unique solutions for customers.
. Assess creditworthiness and risk factors associated with clients on an ongoing basis.

Portfolio Growth:
. Focus on portfolio growth by cross-selling financial products and services.
. Achieve budgetary targets for Net Interest Income (NII) and fee income.

Financial Analysis:
. Analyze financial statements, credit reports, and market trends to assess client performance and risks.
. Develop insights to enhance client portfolios.

Compliance:
. Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.

  • Indore, Madhya Pradesh, India Jainam Broking Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We're Hiring Position: Relationship Manager – Sales Location: 211 Princess Business Skypark, Indore Experience: 1–3 Years (Sales/Client Handling Preferred) Qualification: Graduate (MBA Preferred) Skills: Strong Communication Client Relationship Management Knowledge of Stock Market & Financial Products What We Offer: Growth Opportunities Professional...

  • Relationship Manager

    2 weeks ago


    Indore, Madhya Pradesh, India Arihant Capital Markets Ltd Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Company DescriptionArihant Capital Markets Ltd., established in 1992, is a public limited company with a mission to make every Indian financially independent. We provide a comprehensive range of services including equity and derivatives broking, online trading, mutual fund advisory, IPO investments, depository services, commodities and currency broking,...

  • Relationship Manager

    13 hours ago


    Indore, Madhya Pradesh, India Orbitouch outsourcing pvt ltd Full time ₹ 9,60,000 per year

    Urgent Hriring For Relationship ManagerPosition: Sr. Relationship ManagerExperience- 2 + yearsCtc- upto 9 lpaWorking Days- 6 daysLocation- IndoreJob Responsibilities:Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI families across the state and cities.A good working relationship with IFA's is extremely important.Business...

  • Relationship Manager

    10 hours ago


    Indore, Madhya Pradesh, India Bigul Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilities-We are looking for a dynamic and result-oriented Relationship Manager (Field Sales) to join our team in Indore. The ideal candidate should have strong expertise in financial products, including Mutual Funds, Insurance, and Broking products, with a proven track record in sales and client relationship management.Preferred candidate...


  • Indore, Madhya Pradesh, India Kotak Mahindra Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Job Description:To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyer's credit, LC, BG etc.Work closely with Branch Banking teams for new customer addition.To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade...

  • Relationship Manager

    2 weeks ago


    Indore, Madhya Pradesh, India Bidyut Innovation Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job OverviewWe are seeking a dynamic and proactive Relationship Manager to engage with schools, interact with clients, and gather valuable feedback on the functionality and effectiveness of our Bidyut Innovation Labs. The ideal candidate will possess excellent communication skills, a customer-centric mindset, and the ability to build strong, long-term...

  • Relationship Manager

    3 weeks ago


    Indore, Madhya Pradesh, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job DescriptionJob SpecificationsProfile: RM SalesDesignation: Relationship ManagerReporting To: Branch Manager / Cluster HeadLocation: IndorePrimary Job ResponsibilitiesKey Responsibilities1. Client Acquisition & Onboarding- Identify and acquire new clients for equity trading and investment services.- Build a strong network to generate leads and convert...

  • Relationship Manager

    2 weeks ago


    Indore, Madhya Pradesh, India White Force Full time

    Job description A relationship managerbuilds and maintains relationships with clients or partners to help a business grow. They work to ensure customer satisfaction and retention.


  • Indore, Madhya Pradesh, India beBeeAccount Full time ₹ 8,00,000 - ₹ 12,00,000

    Job OverviewWe are seeking a results-driven Account Manager to build and maintain strong relationships with existing clients.The ideal candidate will have 1–3 years of experience in client relationship management, sales outreach, or business development, preferably within the SaaS domain.


  • Indore, Madhya Pradesh, India Alankit Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description:Key responsibilities include achieving sales targets, building client relationships, promoting products and services, and identifying new market opportunities. The role requires a strong drive for results and the ability to build and maintain client loyalty within the assigned district.Sales Growth: Achieve ambitious sales targets by...