relationship manager at jobs in Pune

SECTION I: ROLE INTRODUCTION Outlines the basic information of the role. Job Title Relationship Manager Reporting To Cluster Business Leader Job Code ID COB5G66GG Business Unit Commercial Banking Grade/ Level G7 Sub Business Unit Medium Enterprises Management Band Junior Management Location PAN India Section II: JOB ROLE SCOPE Outlines the...

Job Purpose"This position is open with Bajaj finance limited"The Branch manager is a managerial responsibility for providing full leadership and direction to the team of employees in growing business and client base of consumer gold loan. The overall objective of this role is to build customer loyalty and recommend the development of business strategies or...

As a Relationship Manager – Phone Banking , you will be responsible for managing and strengthening relationships with existing customers through the phone banking channel. The role focuses on understanding customers' financial needs, resolving their queries, providing suitable banking solutions, and identifying opportunities to offer relevant products and...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary Working Rhythm Ensure that the Working Rhythm is followed for increased engagement and to improve efficiency Ensure that all customer transactions...

Job Description: 1 Client Acquisition:  Lead efforts to acquire new clients in the large corporate sector, identifying prospects, and converting them into valuable business relationships 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Large Corporate segment Understand clients' financial goals,...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary • Creates and conducts proposal presentations for the portfolio assigned.• Responsible to maintain cordial relationship with the corporate...

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...

ABOUT THE ROLE DIRECT MARKETING CHANNEL (B2C) This is a Direct-to-Customer sales role where Kotak Life provides leads to employees. Candidates are expected to connect with customers, meet them personally, explain life insurance solutions, and close business based on the provided leads. This is NOT an Agency hiring role and does NOT involve recruiting...

**We're Hiring | Leading Asset Management Company (AMC)** **Position:** Relationship Manager MFD Channel **Location:** Pune **CTC:** Up to 10 LPA **Experience:** Minimum 3 Years **Key Requirements:** - Candidates must have experience in the **MFD (Mutual Fund Distributor) Channel**. - Must have prior experience working with an **Asset...

About Company: (www.bajajcapital.com)Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart....

**Career Opportunities in a Leading Boutique Investment Banking Firm** **Designation:** Relationship Manager **Location:** Pune **Experience:** 2 years **Qualification:** MBA **Key Responsibilities** 1. Assist in acquiring new clients and developing business opportunities across the real estate and financial services sectors. 2. Identify and connect...

**Job Summary** Responsible for managing HNI clients, providing equity advisory and dealing services. Drive business growth through relationship management, client acquisition and cross selling. Understand client needs and deliver suitable investment solutions. **Key Responsibilities** - To be responsible for HNI client acquisition, equity advisory and...

We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients. The role involves deep engagement with clients to understand their business models, structure appropriate WC solutions, and ensure timely renewals and enhancements of credit limits. The ideal candidate will be...

**Roles and Responsibilities :** - Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions. - Identify new business opportunities through networking, referrals, and market research to expand the client base. - Develop and implement investment strategies tailored to each client's financial goals and...

Client Acquisition & Onboarding:Acquire new high-value retail clients via networking and referrals.Complete KYC and compliance checks during client onboarding.Portfolio & Account Management:Serve as the main point of contact for client queries and requests.Monitor account activities and maintain up-to-date client records.Advisory & Cross-Selling:Assess...

Role – Relationship Manager – DM Sales (L2)Education and Experience  -Graduation mandatory; 2-4 yrs. in Life Insurance sector will be preferred.Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization •Convert...

About Company:Scripbox is a leading wealth management company with over 14 years of expertise and more than ₹23,000 crore in assets under management (AUM). We offer a comprehensive suite of wealth management solutions, including Mutual Fund Services (MFS), Registered Investment Advisor (RIA), and Portfolio Management Services (PMS), helping clients achieve...

We are seeking a dynamic and experienced Senior Relationship Manager to join our team in Maharashtra. The ideal candidate will have a strong background in corporate banking and lending, with a focus on small and medium enterprises (SMEs) and micro, small, and medium enterprises (MSMEs). As a Senior Relationship Manager, you will be responsible for building...

**Roles and Responsibilities :** - Manage a portfolio of high net worth clients, providing personalized wealth management solutions to meet their financial goals. - Identify new business opportunities through networking, referrals, and market research to drive growth in client acquisition. - Develop and maintain strong relationships with existing clients to...

Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview: IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers...