Relationship Manager
4 hours ago
Job Title: Relationship Manager - Sales
Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi
Employment Type: Full-Time | Permanent
Industry: Financial Services | Fintech
Salary- 25k to 40k
Key Responsibilities:
- Acquire and onboard new clients by understanding their tax and financial needs.
- Maintain strong client relationships through regular engagement and proactive financial advisory.
- Conduct client needs analysis and tailor banking, tax, investment, and loan solutions.
- Cross-sell and upsell banking and financial products like loans, credit cards, insurance, and investments.
- Achieve assigned sales and revenue targets consistently.
- Manage client retention strategies to minimize attrition.
- Provide prompt and effective customer service, resolving queries/issues.
- Ensure full compliance with KYC and other regulatory policies.
- Stay updated on financial products, tax laws, and market trends.
Desired Skills:
- Excellent communication and listening skills.
- Strong sales acumen with a proven track record in financial services.
- Basic understanding of financial statements, credit analysis, and loan structuring.
- Strong negotiation and closing abilities.
- Customer service oriented with resilience and persistence.
Requirements:
- Minimum 2 to 4years of experience as a Relationship Manager in banking/financial services.
- Proven history of meeting and exceeding sales targets.
- Knowledge of CRM systems and telephony tools.
- Deep understanding of banking products, investments, insurance, and financial planning.
Key Skills:
- Client Acquisition & Retention
- Financial Advisory & Portfolio Management
- Negotiation & Deal Closing
- Risk & Compliance Management
- Cross-Selling & Upselling
Working Days & Hours:
Monday to Friday: 9:30 AM to 6:30 PM
Saturday: 9:30 AM to 4:00pm
interested candidates can apply for
-
Team Leadership
4 hours ago
Delhi, Delhi, India Tax Manager Full time ₹ 2,40,000 - ₹ 4,80,000 per yearRole: Team LeaderIndustry: Financial ServicesDepartment: SalesEmployment Type: Full-time, PermanentExperience Required: 7+ years (Preferably in Loans/Advances Sales Leadership)Salary - 20K to 40KResponsibilities:Drive the team to achieve and exceed monthly loan sales targets.Recruit, mentor, and lead a high-performing sales team.Foster strong relationships...
-
Relationship Manager
1 week ago
Delhi, Delhi, India Axis Asset Management Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRelationship Manager- The position is for a Relationship Manager based in Delhi. - Candidates should have a minimum of 5 years and a maximum of 10 years of experience. - The role likely involves managing client relationships and ensuring customer satisfaction. - Strong communication and interpersonal skills are essential for success in this position. - The...
-
Relationship Manager
4 days ago
Delhi, Delhi, India Axis Asset Management Co Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRelationship Manager- The role involves managing client relationships and ensuring customer satisfaction. - Candidates should have experience in sales and business development. - The position requires strong communication and interpersonal skills. - The ideal candidate will be responsible for achieving sales targets and developing new business opportunities....
-
Relationship Manager
1 week ago
Delhi, Delhi, India Niva Bupa Health Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCompany DescriptionNiva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, a UK-based healthcare services expert. The vision of Niva Bupa is to become India's most admired health insurance company by empowering...
-
Relationship Manager
1 week ago
Delhi, Delhi, India Vaastu Naresh Full time ₹ 3,00,000 - ₹ 4,00,000 per yearJob Summary:We are looking for a proactive and dynamic Relationship Manager to build and maintain strong client relationships, ensure client satisfaction, and support business growth. The ideal candidate will act as the key point of contact between clients and the organization, handling queries, managing appointments, and promoting our services...
-
Relationship Manager
9 hours ago
Delhi, Delhi, India Skywings Advisors Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRelationship Manager is responsible for acquiring, managing, and growing customer relationships by offering banking products and ensuring excellent client servicing. Required Candidate profileCandidates should have minimum 1 yr experience in BFSI/Fintech sales.
-
Relationship Manager
4 days ago
Delhi, Delhi, India MedLinks Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionMedlinks offers top-tier skin maintenance therapies designed to rejuvenate and enhance your Skin . With a focus on providing the best skincare solutions, Medlinks aims to bring out the natural beauty in every individual. To learn more, visit our website: Role DescriptionThis is a full-time on-site role for a Relationship Manager, located...
-
Relationship Manager
9 hours ago
Delhi, Delhi, India The Headway Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionThe 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 DescriptionThis is a...
-
Relationship Manager
6 days ago
Delhi, Delhi, India AU SMALL FINANCE BANK Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAU SMALL FINANCE BANK was founded two decades ago by Mr. Sanjay Agarwal, a Chartered Accountant and first-generation entrepreneur, along with a proficient team. Initially starting as AU Financiers, the organization has evolved into AU SMALL FINANCE BANK. The bank has relentlessly focused on customer-centric solutions, ensuring that the...
-
Relationship Manager
7 hours ago
Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDescriptionAs 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...