Relationship Manager
1 week ago
- Revenue Generation
- Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups.
- Relationship Management
- Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services.
- Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal.
- Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank.
- Communication/PR of Banks product
- Undertakes brand communication initiatives for designated products.
- Communicates product positioning messaging that differentiates the Bank's products in the market.
- Market Research
- Illustrates understanding of consumers, competition and current market conditions through primary and secondary research.
- Credit Appraisal
- Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions.
Documentation and Compliance
- To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management groups. Role & responsibilities
Preferred candidate profile
-
Relationship Manager
2 weeks ago
Nashik, Maharashtra, India Seva Automotive Full time US$ 60,000 - US$ 1,20,000 per yearRelationship Manager builds and maintains strong relationships with clients, acting as a key point of contact to understand their needs and provide tailored solutions, ultimately driving business growth and ensuring client satisfaction.
-
Relationship Manager
1 day ago
Nashik, India Seva Automotive Full timeRelationship Manager builds and maintains strong relationships with clients, acting as a key point of contact to understand their needs and provide tailored solutions, ultimately driving business growth and ensuring client satisfaction.
-
Relationship Manager
1 week ago
Nashik, Maharashtra, India TATA CAPITAL Full timeRelationship Manager - CF Sales - Construction Finance - Sales - Mumbai - Lower Parel - JM
-
Relationship Manager
3 days ago
Vadodara, Gujarat, India DHANESVARI COMMODITIES PRIVATE LIMITED Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionDHANESVARI COMMODITIES PRIVATE LIMITED is a company based in Vadodara, Gujarat, India. Our headquarters is located at Neptune Tower 2A BPC Road Vadodara. We are AMFI Registered Muatual Fund Distributors. Our strategic location and dedicated team enable us to effectively serve our clients in the dynamic equity markets.Role DescriptionThis...
-
Relationship Manager
1 day ago
Vadodara, India DHANESVARI COMMODITIES PRIVATE LIMITED Full timeCompany Description DHANESVARI COMMODITIES PRIVATE LIMITED is a company based in Vadodara, Gujarat, India. Our headquarters is located at Neptune Tower 2A BPC Road Vadodara. We are AMFI Registered Muatual Fund Distributors. Our strategic location and dedicated team enable us to effectively serve our clients in the dynamic equity markets. Role Description...
-
Relationship Manager
2 weeks ago
Vadodara, Gujarat, India Kotak Life Insurance Full time ₹ 5,00,000 - ₹ 10,00,000 per yearAbout The Role Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The "˜Loan Against Property (LAP)" Business vertical is the part of "˜Secured Assets" division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial...
-
Relationship Manager
1 day ago
Vadodara, India Kotak Life Insurance Full timeAbout The Role Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The "˜Loan Against Property (LAP)" Business vertical is the part of "˜Secured Assets" division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial...
-
Relationship Manager
2 weeks ago
Vadodara, Gujarat, India Genius Consultants Full time ₹ 5,00,000 - ₹ 10,00,000 per yearDesignation: Relationship Manager Customer EngagementResponsibilities:-To up sell ICICI 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 business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client...
-
Relationship Manager
1 day ago
Vadodara, India Genius Consultants Full timeDesignation: Relationship Manager Customer Engagement Responsibilities:- To up sell ICICI 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 business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client...
-
Relationship Manager
1 day ago
Vadodara, India Va Financial Products Distribution Full timeResponsibilities: * Manage client relationships through financial products sales & service * Acquire new clients with focus on wealth management & mutual funds * Oversee portfolio management & investment advisory services Travel allowanceSales incentivesMobile bill reimbursementsGratuityProvident fundMaternity leavesPaternity leavesJob/soft skill training