Relationship Manager-Financial Services

2 weeks ago


Bareilly Lucknow, India Profex Tech Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Relationship Manager - Financial Services

Experience: Minimum 3 Years

Qualification: Any Graduate / Postgraduate

Key Responsibilities:

Client Acquisition & Relationship Management

  • Identify potential customers and generate leads for loan products and liability accounts.
  • Build and maintain strong relationships with both new and existing clients.
  • Understand customer financial needs and provide tailored solutions.

Sales & Product Management

  • Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits.
  • Ensure customer retention by managing liabilities effectively.
  • Achieve sales targets for both loan and liability products.

Market Analysis & Reporting

  • Stay updated with market trends and competitor offerings to optimize sales strategies.
  • Provide insights on sales performance, customer feedback, and market opportunities.

Key Requirements:

Minimum 2 years of experience in the financial sector, handling multiple products.

Strong sales and negotiation skills.

Excellent communication and interpersonal skills.

Ability to manage multiple financial products efficiently.

Knowledge of banking and financial regulations.


  • Relationship Manager

    2 weeks ago


    Lucknow, Uttar Pradesh, India Nirmal Bang Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionNirmal Bang is one of India's leading stock broking companies, serving both retail and institutional clients with a diverse range of financial products and services. These include equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. The company is co-founded by Mr. Dilip Bang and Mr. Kishore...

  • Relationship Manager

    2 weeks ago


    Lucknow, Uttar Pradesh, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionAnand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm operates over 350 locations across India and has an international presence in Dubai, Hong Kong, and New York....


  • Bareilly, India AideWiser SolTek Full time

    Job Description Designation: Relationship Manager Customer Engagement Reporting to: Channel Manager Customer Engagement CTC :- up to 12 LPA Experience: 6 to 10 years Responsibilities:- - To up sell Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the...

  • Area Manager

    7 days ago


    Lucknow, Uttar Pradesh, India Ravikash Financial Services Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time, on-site role for an Area Manager located in Lucknow. The Area Manager will oversee and manage financial operations within their designated area. Responsibilities include developing and implementing business strategies, managing staff, ensuring customer satisfaction,...

  • Territory Manager

    2 weeks ago


    Lucknow, Uttar Pradesh, India Large Financial Services Company Full time ₹ 7,00,000 - ₹ 12,00,000 per year

    Job Title: Territory Manager – Direct ChannelLocation: [Noida & Lucknow]-ONLY LOCAL CANDIDATES, HAVING LOCAL MARKET EXP, PREFERRED CANDIDATES FROM INSURANCE INDUSTRY, NO RELOCATION PLEASE.Industry: MNC Life InsuranceReports To: Regional Head – Direct ChannelCTC: Up to 12 LPAJob Purpose:The Territory Manager – Direct Channel is responsible for driving...

  • Relationship Manager

    2 weeks ago


    Lucknow, Uttar Pradesh, India BFC Capital P. Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job descriptionThe RM will be required to move into the market and promote services of the company, brief people about the utility of our services and handle operational and technical issues of our existing clientele.Convincing Skills | Analytical Skills | Inter Personal SkillsInterest towards Sales & Field ActivitiesSelf-Motivated | Extrovert|...


  • Lucknow, Uttar Pradesh, India Dream Solution Indore Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role & responsibilitiesJob Title: Relationship Manager-First WealthJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: LucknowAdditional ParametersMinimum 3 years of experience in wealth management or relationship management in the banking or financial services industryStrong...


  • Lucknow, Uttar Pradesh, India Rupeek Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionRupeek is India's leading asset-backed, digital lending fintech platform, focused on making credit accessible to Indians in a fair and convenient way. Leveraging state-of-the-art technology, Rupeek has transformed the gold loan industry with innovative financial products. Based in Bangalore and founded in 2015 by Sumit Maniyar, Rupeek...


  • Lucknow, India Max Financial Services Full time

    Job Description JOB DESCRIPTION Job Title: Associate Sales Manager Band:5A Reporting To: Centre Manager Department:Strategic Alliances JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: - Lead generation at the time of account...


  • Agra, Bareilly, Lucknow, India V Konnect Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesTeam Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards.Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and...