Relationship Manager

2 days ago

Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Department - Agri Business Group (Agri SME Working Capital Loans)

Job Title - Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management - Marketing Branches Operations

Reporting to - Area Sales Manager (ASM)

Job Profile

Job Role

  • Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage.
  • To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loan facilities
  • Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis.
  • Deepening relationship with existing customers through Cross sell liability & other third party products.
  • Continuous monitoring of the accounts to ensure business is a per budgets
  • Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection
  • To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements.
  • CA / Graduate / Post Graduate Diploma / Post Graduate in Banking and Finance / Fresher CAs and MBAs can also apply
  • People from different industries, such as from Agri Input Industries / Accounting firms / insurance companies / rating agencies / NBFCs / MFI Industries / Branch banking background can also apply.
  • Strong oral and written Communication
  • Relationship Management Skill.

  • High Net Worth Client Relationship Specialist

    1 week ago

    Navi Mumbai, Maharashtra, India beBeeRelationship Manager Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

  • Strategic Account Manager

    1 week ago

    Mumbai, Maharashtra, India beBeeStrategic Account Manager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About the RoleThis is a unique opportunity to drive strategic growth and development in key account management. The successful candidate will be responsible for cultivating and expanding relationships with high-net-worth individuals, family offices, and institutional investors.

  • Relationship Manager

    7 days ago

    Mumbai, Maharashtra, India Policy sansar Insurance Broking Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Location- Mumbai- Andheri EastRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts, identifying...

  • Relationship Manager

    3 days ago

    Mumbai, Maharashtra, India ANAROCK Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role DescriptionThis is a full-time, on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, identifying their needs and providing tailored real estate solutions. The role involves daily client interactions, managing client accounts, coordinating...

  • Relationship Manager

    2 days ago

    Mumbai, Maharashtra, India Yes Bank Full time ₹ 1,50,000 - ₹ 28,00,000 per year

    Relationship Management :-Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentIdentify current and potential...

  • Relationship Manager

    6 days ago

    Mumbai, Maharashtra, India OrbiTouch HR (orbiTouch outsourcing pvt ltd) Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Urgent Hiring || Relationship Manager || MumbaiProfile: Sr. Relationship Manager/ Relationship ManagerExperience:- Min 2 years Ctc:- 10 lpa Locations:- MumbaiWorking Days- 6 days Job 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...

  • Relationship Manager

    2 days ago

    Mumbai, Maharashtra, India ProHreach Hiring Solution Full time ₹ 50,00,000 - ₹ 5,00,00,000 per year

    Job Title: Senior Relationship Manager- Wealth Management SolutionsKey Responsibilities:● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.●...

  • Relationship Manager

    11 hours ago

    Mumbai, Maharashtra, India ProHreach Hiring Solution Full time

    Job Title: Senior Relationship Manager- Wealth Management Solutions Key Responsibilities: ● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs. ● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range. ●...

  • Relationship Manager

    2 days ago

    Mumbai, Maharashtra, India ProHreach Hiring Solution Full time

    Job Title: Senior Relationship Manager- Wealth Management Solutions Key Responsibilities: ● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs. ● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range. ...

  • Relationship Manager

    2 days ago

    Mumbai, Maharashtra, India Altaa Vistaa Business Solutions Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Customer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call centreAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects basis customers needsThe Relationship Manager is...