Relationship Manager

6 hours ago


Navi Mumbai, Maharashtra, India Yes Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Currently we are hiring for Women returning to Work for multiple Roles and Designations.

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.

Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business.

Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank.

Customer Engagement: Ensuring portfolio quality by regularly engaging with each

mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients.

Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process.

Capture and maximize the business opportunity through detailed client profiling as per organizational process.



  • Navi Mumbai, Maharashtra, India Bimawalla, powered by Open Box Ventures Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionBimawalla, powered by Open Box Ventures, is dedicated to simplifying wealth-building and insurance for individuals, professionals, and businesses. With expertise in financial planning, insurance advisory, and investment strategies, Bimawalla helps clients protect their assets and grow their dreams. Bimawalla combines insurance and...


  • Navi Mumbai, Maharashtra, India Policybazaar Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role & responsibilities Job Title: Relationship Manager / Senior Relationship ManagerDepartment: Sales Agency Channel (Life Insurance)Employment Type: Hybrid (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Multiple Locations - Mumbai(Andheri, Borivali), ThaneJob Summary: We are actively seeking energetic and performance-driven...


  • Navi Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 7,00,000 - ₹ 8,50,000 per year

    Dear Candidate,Urgent opening with leading Networking platform firm.Location : Vashi, Navi MumbaiExperience : 8- 10 YearsEmployment Type: Full-timeCompensation : Up to 8.5 LPAInterested candidate can revert back with updated resume on Any query can call Shrutika : / Job SummaryWe are looking for a seasoned Relationship Manager to lead high-value client...


  • Navi Mumbai, Maharashtra, India Shriram Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    JDRole: Relationship Managers /Sr Relationship ManagersCompany Overview:Shriram Life Insurance is a dynamic and customer-centric insurance provider committed to delivering unparalleled service and comprehensive coverage to our clients. We are seeking a highly motivated and results-driven Relationship Manager to join our team. The successful candidate will...


  • Navi Mumbai, Maharashtra, India That's My Job. Full time ₹ 9,60,000 per year

    We are hiring CPF Relationship manager.This role is a key front-line position in our practice, helping us deliver on our promise of holistic, trustworthy, and high-impact financial planning.Success in this role means becoming a dependable relationship anchor for our HNI/NRI clients, offering practical and empathetic financial solutions, and contributing to...

  • Relationship Manager

    2 weeks ago


    Navi Mumbai, Maharashtra, India V Financial Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Responsibilities:* Develop & maintain strong relationships with clients* Manage HNIs' portfolios across all asset classes* Collaborate with investment team on strategic planning & execute the transactionClient investment reveal & new investments


  • Navi Mumbai, Maharashtra, India impact pvt Full time ₹ 2,40,000 - ₹ 3,00,000 per year

    Role : Relationship ManagerExperience : Min 6 Months into Inbound/Sales ProcessLocation : AiroliSalary : Up to 25KEducation : SSC or HSC or GraduationNotice : ImmediateSkills : required good Communication skillJob Type: Full-timePay: Up to ₹25,000.00 per monthBenefits:Provident FundWork Location: In personSpeak with the employer


  • Navi Mumbai, Maharashtra, India Lincpay Solutions pvt ltd Full time ₹ 8,40,000 - ₹ 14,40,000 per year

    We are seeking an experienced and dynamic Senior Relationship Manager to strengthen and manage relationships with banks, financial institutions, and key clients. The role requires excellent communication, coordination, and relationship management skills to ensure smooth business operations and alignment with management objectives.Key Responsibilities:Build...


  • Navi Mumbai, Maharashtra, India QuickTurtle Full time US$ 9,00,000 - US$ 12,00,000 per year

    1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs.4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective...

  • Relationship Manager

    2 weeks ago


    Navi Mumbai, Maharashtra, India Homesfy Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role & responsibilities :Work closely with the Managers to execute sales strategies and achieve sales targets.Assist in identifying and developing new business opportunities and leads.Maintain and nurture relationships with clients, ensuring their needs are met effectively.Collaborate with the team to provide valuable insights and support.Stay informed about...