Relationship Manager
3 weeks ago
Job Description Role & Responsibilities - Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. - Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. - Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients. - Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments. - Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share. - Grow CASA balances through both acquisition and relationship deepening initiatives. - Drive product and channel penetration to maximize client engagement and profitability. - Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene. - Act as the single point of contact for clients, ensuring timely resolution of service and sales queries. - Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles. - Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products. - Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails. - Perform detailed client profiling to identify financial needs and deliver customized banking solutions.
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Sales Manager
7 days ago
Pune, Maharashtra, India The Sales Manager Full time ₹ 1,20,000 - ₹ 6,00,000 per yearThe Sales Manager is a pivotal role requiring a combination of strategic thinking, leadership skills, and a deep understanding of the global market dynamics and the capabilities of the company. You will work closely with the cross-functional teams, including marketing, product development, and operations, to ensure a cohesive approach to sales and overall...
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Relationship Manager
5 days ago
Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRelationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations We are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer...
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Relationship Manager
5 days ago
Pune, Maharashtra, India Getnaukri Full time ₹ 4,20,000 - ₹ 6,00,000 per yearJob Title: Relationship Manager – Home Loan Sales (Channel Manager)Department: SalesLocation: PuneReports To: Area Sales ManagerJob Summary:The Relationship Manager will be responsible for selling home loan products through different sales channels. The person will build and maintain strong relationships with customers and channel partners to increase...
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Relationship Manager
2 days ago
Pune, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesLooking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context.Key...
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Relationship Manager
5 days ago
Pune, India AAA Global Full timeRelationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing...
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Relationship Manager
7 days ago
Pune, Maharashtra, India Bandhan Agritech Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionBandhan Agritech Pvt. Ltd. is dedicated to transforming agriculture through innovative and sustainable practices. Our mission focuses on connecting Indian farmers with international markets to ensure fair pricing while promoting eco-friendly agricultural inputs. We specialize in supporting India's banana export industry by offering...
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Relationship Manager
1 week ago
Pune, Maharashtra, India Royal 18 Global Tech Craft Pvt. Ltd. Full time ₹ 1,40,000 - ₹ 3,00,000 per yearAbout Us:Royal 18 Global Tech Craft Pvt. Ltd. is a fast-growing technology company specializing in innovative solutions . Our flagship product launched recently which is a comprehensive Restaurant Management System (RMS) it is designed to streamline restaurant operations, enhance efficiency, and drive business growth.Role Overview:We are looking for an...
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Relationship Manager
2 weeks ago
Pune, Maharashtra, India The Art Of Living HR Full time ₹ 3,98,261 - ₹ 7,98,522 per yearWe are seeking a proactive and client-focused Relationship Manager to manage and enhance customer relationships in our real estate business. The ideal candidate will act as a key point of contact for clients, ensuring a seamless experience from initial inquiry through to post-sales service and customer retention.Key Responsibilities: Client Relationship...
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Relationship Manager
1 week ago
Pune, India Anand Rathi Share and Stock Brokers Ltd Full timeThe ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...
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Relationship Manager
1 week ago
Pune, India Anand Rathi Share and Stock Brokers Ltd Full timeThe ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...