Relationship Manager
4 weeks ago
Job Description Key Responsibilities - Assist the Regional Head in screening initial proposals, preparing case summaries, and managing operations for the existing Mid Corporate portfolio. - Prepare detailed credit notes and present proposals for sanctioning to the risk committee. - Oversee the disbursement process, including legal documentation, valuation, execution, and escrow account setup. - Deepen wallet share of existing clients by identifying cross-sell opportunities and enhancing client engagement. - Acquire new clients in the Mid Corporate segment, focusing on businesses with toplines ranging from 100 to 750 crore. - Structure financial solutions tailored to client needs while aligning with bank policies and risk appetite. - Present cases confidently to internal sanction committees, ensuring clarity and completeness of documentation. - Maintain strong knowledge of the local market and build relationships with key Mid Corporate clients. - Demonstrate a balanced approach to sales and credit, ensuring customer satisfaction and portfolio quality. - Collaborate with internal teams to ensure smooth onboarding, documentation, and compliance processes. - Monitor portfolio performance and proactively address operational or credit-related issues.
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Relationship Manager
2 weeks ago
Delhi, India The Headway Full timeJob Description Company Description The Headway is a comprehensive solution provider for all investment and financial needs, with a presence in Delhi/NCR and Shivpuri (MP). Established in 2011 (formerly known as Key Portfolio Solution Private Limited), it was founded by seasoned finance professionals with a combined experience of over 50 years. Role...
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Relationship Manager
4 weeks ago
Delhi, India, India Ambiraj Consulting Pvt Ltd Full timePosition Overview:We are seeking a dynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. The ideal candidate should possess an entrepreneurial mindset, in-depth knowledge of investment products, and excellent interpersonal skills.Key...
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Relationship Manager
4 days ago
Delhi, India Bajaj Allianz General Insurance Company Limited Full timeJob Description Job Description : 1. Execution - Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. - Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. - Gather relevant...
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Client Relationship Manager
6 days ago
Delhi, India Sarv Insights Full timeJob Description About Us: Sarv Insights is a leading financial services firm dedicated to providing our clients with comprehensive investment solutions. We specialize in a range of financial products including mutual funds, fixed deposits, bonds, PMS, and private equity and insurance. Job Summary: We are seeking a dynamic and motivated Client Relationship...
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Relationship Manager
2 weeks ago
India gHRig People Solutions Full time ₹ 6,00,000 - ₹ 12,00,000 per yearThe Relationship Manager is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored financial solutions. They act as the primary point of contact for clients, ensuring exceptional service and fostering long-term partnerships.Key ResponsibilitiesSales & Customer...
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Relationship Manager
3 weeks ago
Delhi, India KreateCube Full timeJob Description Job Description Sales Role of customer relationship building for Home Interiors category Marketing executives for a interior designing firm. Visit clients and deal with them Generate Clients from cold calling or should have his/her own client database Smart and representable
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Relationship Manager
1 week ago
india Peoplemint Consultants Full timeHiring for " Senior Relationship Manager-Large Corporate " in a leading bank.To manage and grow a portfolio of large corporate clients by providing comprehensive banking solutions, deepening existing relationships, acquiring new clients, and ensuring high standards of service delivery and compliance.Key Responsibilities: 1. Client Relationship Management...
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Relationship Manager
2 weeks ago
india Peoplemint Consultants Full timeHiring for "Senior Relationship Manager-Large Corporate" in a leading bank.To manage and grow a portfolio of large corporate clients by providing comprehensive banking solutions, deepening existing relationships, acquiring new clients, and ensuring high standards of service delivery and compliance.Key Responsibilities:1. Client Relationship Management- Serve...
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Relationship Manager
4 days ago
Delhi, India Kotak Mahindra Bank Limited Full timeJob Description As a Relationship Manager - HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial...
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Relationship Manager
3 weeks ago
India Choice Full timeJob Description Company Description Choice is one of the leading financial service providers, offering a diverse range of services including stock market, mutual funds, insurance, and loans. Part of the diversified Choice Group, which spans finance, hospitality, and technology sectors, the company employs over 6000 professionals and has a national and...