Relationship Manager
23 hours ago
Relationship Management :-
Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment
Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
Proactively sell the full range of consumer and commercial product to current and potential Relationships
Increase CASA balance in allocated portfolio either through Deepening or Acquisition
Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
Customer Engagement:
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investments
To analyze financial needs of the customers and offer appropriate product with utmost transparency
Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Audit & Compliance
Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
Self-Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
-
Relationship Manager
5 days ago
Mumbai, Maharashtra, India Policy sansar Insurance Broking Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearLocation- 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
22 hours ago
Mumbai, Maharashtra, India ANAROCK Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRole 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
1 week ago
Mumbai, Maharashtra, India Genxhire Services Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob Location : MumbaiRole & responsibilitiesCustomer 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 center • All the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Ramyoz Solutions Full time ₹ 7,44,894 - ₹ 12,00,000 per yearJob Title: Relationship Manager – University Partnerships Location: Andheri / Mumbai Overview: We are looking for a dedicated and proactive Relationship Manager to join our team. The role involves building and maintaining strategic relationships with universities in India, facilitating the signing of Memorandums of Understanding (MOUs), and ensuring timely...
-
Relationship Manager
5 days ago
Mumbai, Maharashtra, India The Zero Group Full timeCompany DescriptionThe Zero Group is where real estate meets lifestyle. We don't just sell spaces — we help you find your moment and own your future. Specializing in residential, commercial properties, and plots, we deliver zero stress and 100% commitment to our clients. Let's build your tomorrow, starting from Zero.Role DescriptionThis is a full-time...
-
Relationship Manager
7 days ago
Mumbai, Maharashtra, India Unity Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionUnity Small Finance Bank is a new age financial institution that leverages best-in-class technology to deliver safe, convenient, and simple-to-use banking services. As a trusted bank, Unity aims to provide innovative and customer-centric financial solutions. By embracing modern technology, Unity Small Finance Bank ensures efficient and...
-
Relationship Manager
3 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager - HNI-Kotak Private Banking-Relationship Manager 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....
-
Relationship Manager
22 hours ago
Mumbai, Maharashtra, India Tata Capital Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob Purpose The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships, increasing penetration of NPS registration and NPS Corpus within the Corporate employee universe....
-
Relationship Manager
1 day ago
Mumbai, Maharashtra, India ProHreach Hiring Solution Full time ₹ 25,00,000 - ₹ 50,00,000 per yearJob 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
1 week ago
Mumbai, Maharashtra, India ShortlistedYou Executive Search and Staffing Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearWe are looking for a dynamic Relationship Manager to handle end-to-end customer engagement in real estate sales. The role involves managing digital and database leads, nurturing relationships, facilitating online bookings, driving deal closures Required Candidate profileGraduate with Mim6 Month of real estate sales/relationship management experience.Strong...