Relationship Manager

5 days ago


Lucknow New Delhi Noida, India Bonanza Portfolio Full time ₹ 2,00,000 - ₹ 12,00,000 per year

Job description of Sales Relationship Manager

Preferable Product: Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel )

Preferred Skill Set:

  • Logical and analytical approach to Sales

  • Convincing power

  • Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life /

Insurance business

  • Relationship oriented approach and should possess high energy levels

  • Client centric approach

  • Analytical mind with solution providing approach

Job Description:

Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business

Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business

Responsible for achieving his Minimum KRA & Monthly Target of New Client / DSA Acquisition, Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business

Identify Business Associates who has good relationships and can acquire new clients of Stock Broking, Mutual funds and Insurance business

Give Joint call support to all BAs along with Direct Sales exposure

Accountable for Business Targets individually in sync with BA / DSA acquisition / activation Target.

Customer Relationship Management.

Impart Product training to Business Associates acquired by him



  • Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...


  • Lucknow, Uttar Pradesh, India Wealth bees Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager, located in Lucknow. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, identifying opportunities to provide tailored financial solutions, understanding client needs, and...

  • Relationship Manager

    2 weeks ago


    Lucknow, Uttar Pradesh, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Relationship Manager-OLD CAR FINANCE-SalesThe Relationship Manager will play a pivotal role in managing relationships, identifying sales opportunities and driving growth in the Old Car Finance vertical. You will be responsible for achieving sales targets and maintaining strong client relationships. · To Plan and implement strategy to achieve business...


  • Lucknow, Uttar Pradesh, India Getnaukri Full time ₹ 4,20,000 per year

    Job Title: Relationship Manager – Home Loan Sales (Channel Manager)Department: SalesLocation: LucknowReports To: Area Sales ManagerJob Summary:The Relationship Manager will be responsible for selling home loan products through different sales channels. The person will build and maintain strong relationships with customers and channel partners to increase...

  • Relationship Manager

    2 weeks ago


    Lucknow, Uttar Pradesh, India Axis Asset Management Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Relationship Manager- The role involves managing and nurturing client relationships. - Candidates should have a minimum of 4 years and a maximum of 8 years of experience in a relevant field. - The position is based in Lucknow, indicating a focus on local market engagement. - Strong communication and interpersonal skills are likely essential for success in...


  • Lucknow, Uttar Pradesh, India Awadh Landmark Reality Private Limited Full time ₹ 43,20,000 - ₹ 72,00,000 per year

    We are looking for a dynamic and client-focused Relationship Manager to join our growing real estate team in Lucknow. The ideal candidate will be responsible for building and maintaining strong client relationships, understanding client needs, and providing end-to-end guidance in the property buying, selling, and investment process.Key...

  • Relationship Manager

    2 weeks ago


    Lucknow, India White Force Full time

    Job description The role in a gist: As FlexiLoans enters the next orbit of growth, we are looking for people with the passion and hunger to make a dent in the MSME ecosystem. In this role you will be Relationship Management with the DSA Channels. Sounds like you? Read more on what we are looking for in the role. What you will work on: ● Graduate with...


  • Lucknow, Uttar Pradesh, India Getnaukri Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job Title:Relationship Manager / Senior Relationship ManagerLocation: LucknowJob Purpose:To maximize sales of holiday memberships by identifying potential customers, building strong client relationships, and closing profitable deals. The role involves promoting Mahindra Holidays' vacation ownership plans and achieving monthly and yearly sales targets in a...


  • Lucknow, Uttar Pradesh, India Amrit Consultancy Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Life insurance company Roles and Responsibilities Position: Relationship Manager Channel: Banca Channel Desired Candidate Profile Building a strong relationship with the Bankers  Achieving your sales targets as per channel strategy Meeting prospective customers with channel sales team to sell insurance solutions Providing pre and post sales support (e.g....

  • Relationship Manager

    4 weeks ago


    New Delhi, India propelld Full time

    Senior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-timeAbout the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with a...