Relationship Manager
7 days ago
Role & responsibilities
We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from 100 Cr to 500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial products.
Key Responsibilities:
Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover between 100 Cr to 500 Cr. Identify opportunities through market intelligence, references, and industry networking.
Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention.
Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with banks credit policies.
Sanction Process & Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively communicate with clients to understand their financial needs and ensure alignment with product offerings.
Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies.
Cross-Selling: Identify and capitalize on cross-sell opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions.
Desired
Candidate Profile:
- Graduate/Postgraduate in Finance, Commerce, or a related field.
- 3–4 years of experience in corporate/SME/ME banking.
- Strong understanding of credit analysis and financial statements.
- Excellent relationship management and communication skills.
Proven ability to drive business and manage risk effectively
Interested candidates can share their cv on
-
Relationship Manager
2 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
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
1 week 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
2 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
4 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 hours 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
7 days 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...
-
Relationship Manager
6 days ago
Mumbai, Maharashtra, India TND Listings Pvt Ltd | The New Door Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionTND Listings Pvt Ltd, a subsidiary of The New Door, specializes in NRI Property Management Services in Mumbai, providing comprehensive real estate solutions. We aim to make property ownership stress-free, transparent, and profitable for both domestic and international clients. Our services include property management, rental income...
-
Relationship Manager
6 days ago
Mumbai, Maharashtra, India oll Full time ₹ 4,00,000 - ₹ 8,00,000 per yearCompany DescriptionOLL is dedicated to fostering practical learning that transcends traditional education. Our educators teach over 20,000+ kids daily across India, both offline through schools and online in over 8+ countries. We offer hands-on learning in more than 100 skills, including AI, robotics, coding, entrepreneurship, and financial literacy. OLL...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe're Hiring – Relationship Managers (Wealth Products | MF / PMS / AIF) for the Mumbai Location,Dalmia Wealth Pvt. Ltd., a fast-growing third-party wealth distribution house, is expanding its footprint in Mumbai.We're looking for Relationship Managers with 3–5 years of experience in Mutual Funds, PMS, AIF, or Wealth Management, who are passionate about...
