Current jobs related to Relationship manager - Mumbai - Yubi
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Relationship Manager
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Mumbai, India FinChikitsak Full timeRole Description This is a full-time Relationship Manager role at FinChikitsak located in Kharadi, Pune. As a Relationship Manager, your day-to-day tasks will involve building and maintaining client relationships, providing financial advice, assessing clients' financial goals, and helping them invest in different financial instruments. This on-site role...
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Mumbai, Maharashtra, India TradeCred Private Wealth Full timeCompany DescriptionTradeCred Private Wealth specializes in providing ultra-high-net-worth individuals (UHNIs) with low-risk and medium-yield fixed-income assets offering returns between 11% to 14%. With over 6.5 years of operational success, the company has transacted INR 30,000 crores without any client defaults. TradeCred also manages retirement and...
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Relationship Manager
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Mumbai, India upGrad Rekrut Full timeAbout the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...
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Relationship Manager
3 weeks ago
Mumbai, India upGrad Rekrut Full timeAbout the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...
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Relationship Manager
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Mumbai, India upGrad Rekrut Full timeAbout the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...
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Relationship Manager
3 weeks ago
Mumbai, India upGrad Rekrut Full timeAbout the CompanyRelationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.About the...
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Relationship Manager
3 weeks ago
Mumbai, India AAA Global Full timeRelationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We 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...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Tata Capital Full timeDescriptionRelationship Manager REPORTS TO (SOLID & MATRIX): Regional Sales Manager - PCMPosition Grade: M3 Business Unit: SME Department: Sales Sub Function: Leasing Location: Pan India Number of Positions: Multiple Position Type: Full TimeJob PurposeDirect Reports (Position Title)ResourcesThe primary objective of the Relationship Manager is to drive...
Relationship manager
2 weeks ago
Yubi ( stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products.Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstaclesFounded in 2020 by CEO, Gaurav Kumar, Yubi's technology infrastructure, credit marketplace, risk evaluation, and collections platforms facilitate every stage of the flow of money from lenders to borrowers and back to lenders. The company is backed by esteemed investors like Peak XV, Lightspeed, Lightrock, TVS Capital, B Capital Group, Dragoneer Investment Group, and Insight Partners, among others.In March 2022, we became India's fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest, and trade bonds - all in one place. All of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance.With a mission to deepen the debt market and democratize capital flow, Yubi is transforming the financial landscape, fostering inclusivity, and building a transparent and responsible ecosystem for all.What are we looking for?We are looking for an Area Sales Manager to join our Supply Chain Finance business on a full-time basis.Supply Chain Finance (SCF) as a Business:The operations of the SCF (Supply Chain Financing) team, which caters to Small and Medium Enterprises (SMEs) and Medium-Sized Enterprises (MSMEs) across different industries. The team also deals with large corporations, specifically those with revenue above 500 crores (INR), by providing credit limits for both procurement and sales activities.SCF works with large corporations, lenders, and dealers for procurement. This likely involves financing the working capital needs of SMEs and MSMEs by helping them procure goods or services from these larger entities. The credit limits for sales are likely designed to help businesses sell products or services while maintaining cash flow.Role: Area Sales Manager – SCF & MSMERoles & Responsibilities- Cover the field to originate & onboard potential dealers / vendors for Anchor led Supply Chain Finance programs- Cover the business teams and SPOCs of anchors to originate more dealers / vendor leads and conduct business reviews to troubleshoot challenges in program scale up- Cover lender SPOCs at a regional and zonal level to build relations to drive business outcomes and deliver on transaction closure- Work across transaction lifecycle for the onboarded dealers / vendors all the way to limit setup and subsequent disbursal- Manage a team of RMs to drive daily and weekly business outcomes to drive closure of business- Create and deliver on daily and weekly sales plan and field beat plan for the team- Identify potential x-sell opportunities within target customer base and originate transactions for other commercial banking debt products eg: bill discounting, equipment finance, working capital loans, term loans etc.- Drive revenue and AUM growth across responsible geography by driving utilization of sanctioned limits, timely renewals of limits, adhoc limits etc. under supply chain finance- Work on Annual Operating plans, business plans & projections on a periodic basis to ensure target achievement- Driving cultural values & ethos within the team & ensuring cultural fitment in line with the organization- Partner cross-functionally with our Product, Legal and Risk teams to design products specific to situations- Assist in creating product roadmap and strategy in collaboration with other teams like tech and product- Ability to understand business and technology challenges and align them with our offeringRequirements- Willingness to travel and take on a revenue & business target and has a number driven mindset- Brings an analytical mindset to sales and business and has a flair for sales- Has managed a direct reporting team across geographies- 1 – 5 years of experience working with in commercial lending or supply chain finance- Understanding of debt products across supply chain finance products and secured banking products – working capital, factoring, vendor finance, dealer finance, bill discounting, reverse factoring, term loans, factoring etc.- Good with numbers, Insights and be able to analyze balance sheets and P&L- Extremely self-driven & hardworking with the ability to lead teams- Can work in high-pressure situations and is completely hands-on; has the knack to hustle and get the job done.- Has a strong context of building and managing business relationships – is comfortable across various levels of an organisation- Strong interpersonal skills and an ability to build rapport with customers and cross-functional teams internally
