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-Financial Services

    3 weeks ago

    Lucknow Bareilly Section, India Profex Tech Full time

    Relationship Manager - Financial ServicesExperience: Minimum 3 YearsQualification: 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...

  • Relationship Manager

    7 days ago

    Bareilly, Uttar Pradesh, India Grihum Housing Finance Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company DescriptionGrihum Housing Finance Limited (formerly Poonawalla Housing Finance) is a national-scale affordable housing finance company with Humility, Trust, and Togetherness as its core values. We are dedicated to making homeownership a reality for those overlooked by India's mainstream lenders. Serving primarily through our GO Direct – Go Home...

  • Relationship Manager

    3 weeks ago

    Lucknow, India Nirmal Bang Full time

    Company Description Nirmal 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

    1 week 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....

  • Area Manager

    3 weeks ago

    Lucknow, India Ravikash Financial Services Private Limited Full time

    Company Description We suggest you enter details here. Role Description This 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,...

  • Area Manager

    5 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,...

  • Deputy Manager

    6 days ago

    Bareilly, India Max Financial Services Full time

    Job Description Job Description Job Title Deputy Manager /Manager/Sr. Manager Location Branch Name Department Distribution Capability Centre Function DCC - Agency Training Reporting to Title of reporting manager Band 5B/4 and 4A Function Summary DCC (Distribution Capability Development) Department is dedicated to equipping all sales employees...

  • Territory Manager

    3 weeks ago

    Lucknow, India Large Financial Services Company Full time

    Job Title: Territory Manager – Direct Channel Location: (Noida & Lucknow)-ONLY LOCAL CANDIDATES, HAVING LOCAL MARKET EXP, PREFERRED CANDIDATES FROM INSURANCE INDUSTRY, NO RELOCATION PLEASE. Industry: MNC Life Insurance Reports To: Regional Head – Direct Channel CTC: Up to 12 LPA Job Purpose: The Territory Manager – Direct Channel is responsible for...

  • 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...