Relationship Manager

1 week ago

Mumbai, Maharashtra, India Kotak Mahindra Bank Full time US$ 3,00,000 - US$ 10,00,000 per year
Description
As a Relationship Manager, you will be responsible for developing and executing strategies to attract and retain affluent clients. This role requires excellent communication and interpersonal skills, as you will be the primary point of contact for clients, understanding their needs, and providing expert advice. You will collaborate with various teams to deliver a seamless and personalized banking experience.

Responsibilities
  • Build and maintain a strong network of affluent clients through effective relationship management.
  • Understand client needs and offer tailored financial solutions, including investment advice and wealth management strategies.
  • Proactively identify cross-selling opportunities and collaborate with other teams to deliver comprehensive banking services.
  • Stay updated on market trends and industry developments to provide clients with the latest financial insights.
  • Manage and oversee the entire client relationship lifecycle, ensuring a high level of satisfaction and retention.
  • Conduct regular client meetings, presentations, and reviews to maintain strong client engagement.
  • Ensure compliance with all regulatory requirements and maintain a high level of integrity in client dealings.
  • Collaborate with the marketing team to develop and execute targeted marketing campaigns for affluent clients.
  • Provide regular performance updates and reports to clients, ensuring transparency and trust.
Qualifications
  • A bachelor's degree in finance, business, or a related field is preferred.
  • Minimum 3-5 years of experience in relationship management or a similar role, preferably in the banking industry.
  • Strong knowledge of financial products and services, including investment options and wealth management strategies.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proven track record of successful relationship management and client retention.
  • Ability to work independently and manage a diverse portfolio of clients.
  • Proficiency in using CRM systems and other relevant banking software.
  • Strong analytical skills and attention to detail.
  • Ability to work in a fast-paced, dynamic environment.
  • Willingness to continuously learn and stay updated on industry trends.

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India The Zero Group Full time

    Company 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

    1 week ago

    Mumbai, Maharashtra, India Tata Capital Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job 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....

  • Relationship Manager

    2 days ago

    Mumbai, Maharashtra, India Inseureka Insurance Brokers Full time

    Role 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, providing them with information about insurance products, handling client queries and issues, and ensuring client satisfaction. The role will also involve...

  • Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India Tata Capital Full time ₹ 80,00,000 - ₹ 1,60,00,000 per year

    Relationship Manager  REPORTS TO (SOLID & MATRIX): Regional Sales Manager - PCMPosition Grade: M3 Business Unit: SME Department: Sales Sub Function: Leasing Location: Pan India Number of Positions: Multiple Position Type: Full TimeJob Purpose Direct Reports (Position Title) Resources The primary objective of the Relationship Manager...

  • Relationship Manager

    4 hours ago

    Mumbai, Maharashtra, India Patel Family Office Full time

    Key ResponsibilityRelationship Management of mapped customers and managing their portfoliosIncreasing the wallet share of existing customersProactively generating references from existing customersAcquiring new customersRegular interaction with prospects and existing customers for business penetrationProcuring business across products and services and...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India GetFive Full time

    Name of the organization – Getfive Advisors Pvt Ltd.Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies.Mumbai Address:407- Meadows, Sahar Plaza...

  • Relationship Manager

    6 days ago

    Mumbai, Maharashtra, India SSS Risk Management and Insurance Brokers Pvt Ltd Full time

    Job Title: Relationship Manager – Retail & Corporate InsuranceDepartment: Sales / Business DevelopmentJob Summary:The Relationship Manager – Retail & Corporate Insurance is responsible for managing client relationships across both retail and corporate segments. The role involves understanding customer needs, promoting relevant insurance solutions,...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India CSB Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionCSB Bank, established in 1920 and headquartered in Thrissur, Kerala, is a full-service bank with a strong legacy. The bank operates over 703 branches nationwide, extending services to district headquarters, large towns, semi-urban, and rural areas. Recognized as a household banking name in Kerala, CSB serves over 2 million customers. The...

  • Relationship Manager

    6 days ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job Title: Relationship ManagerDepartment: Medium Enterprises (ME)Experience: 3–4 YearsRole SummaryWe 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,...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Contact Tracing Application Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Title: Client Relationship Manager (IT Services & Staffing)Location: Mumbai | Work From Office (WFO) | Immediate joiners preferredComp: Competitive fixed + very lucrative performance-based incentivesAbout the role is hiring a Client Relationship Manager to build, retain, and grow IT services/staffing accounts. You'll be the single point of contact for...