Relationship Manager
19 hours ago
Relationship Manager-Affluent-Priority-Regional sales
As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank's premium customer segment. Acquire new HNI clients and expand existing relationships through strategic sales planning and execution. Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions. Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue. Perform regular portfolio reviews and present investment options aligned with client goals. Maintain consistent client engagement through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times to ensure satisfaction and loyalty. Collaborate with internal teams to ensure seamless service delivery and client onboarding. Organize and participate in special sales initiatives, client events, and engagement activities. Ensure strict adherence to bank policies and regulatory guidelines in all client interactions. Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness. Experience LevelMid Level-
Relationship Manager
1 week 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...
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Relationship Manager
6 days ago
Mumbai, Maharashtra, India ANAROCK Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRole DescriptionThis is a full-time, on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, identifying their needs and providing tailored real estate solutions. The role involves daily client interactions, managing client accounts, coordinating...
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Relationship Manager
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Mumbai, Maharashtra, India LAKSH HUMAN RESOURCE Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Description Andheri East, Mumbai Relationship Manager Experience : 1 to 2 yrs Skills Required : Job Summary : Job Description Role Relationship Manager- [RM]- Wellness Roles and Responsiblities Generate leads; sell concept & product; partner with spas and salons to help increase our network More focused on penetration and relationship building....
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Relationship Manager
6 days ago
Mumbai, Maharashtra, India Yes Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Management :-Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentIdentify current and potential...
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Relationship Manager
1 week 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...
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Relationship Manager
3 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager - Business Banking - Affluent-AFFLUENT-Relationship ManagerRelationship Manager - Branch Banking \ JOB ROLE:Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank...
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Relationship Manager
2 weeks 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...
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Relationship Manager
1 week 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....
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Relationship Manager
6 days ago
Mumbai, Maharashtra, India Tata Capital Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob Purpose The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships, increasing penetration of NPS registration and NPS Corpus within the Corporate employee universe....
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Relationship Manager
6 days ago
Mumbai, Maharashtra, India ProHreach Hiring Solution Full time ₹ 25,00,000 - ₹ 50,00,000 per yearJob Title: Senior Relationship Manager- Wealth Management SolutionsKey Responsibilities:● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.●...
