hr manager

sales manager

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accounts manager

maintenance manager

relationship manager

YES BANK

<div>
 
 Job Title: Relationship Manager
 
 
 
 Department: Medium Enterprises (ME)
 
 
 Experience: 3&ndash;4 Years
 
 
 Grade: Manager to AVP
 
 
 
 Role Summary
 
 
 
 We 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, maintaining portfolio hygiene, and actively engaging in cross-selling financial products.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover between ₹100 Cr to ₹500 Cr. Identify opportunities through market intelligence, references, and industry networking.
 </li>
 <li>
 Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention.
 </li>
 <li>
 Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with bank&rsquo;s credit policies.
 </li>
 <li>
 Sanction Process &amp; Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively communicate with clients to understand their financial needs and ensure alignment with product offerings.
 </li>
 <li>
 Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies.
 </li>
 <li>
 Cross-Selling: Identify and capitalize on cross-sell opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions.
 
 
 </li>
 </ul>
 
 Desired Candidate Profile
 
 
 
 <ul>
 <li>
 Graduate/Postgraduate in Finance, Commerce, or a related field.
 </li>
 <li>
 3&ndash;4 years of experience in corporate/SME/ME banking.
 </li>
 <li>
 Strong understanding of credit analysis and financial statements.
 </li>
 <li>
 Excellent relationship management and communication skills.
 </li>
 <li>
 Proven ability to drive business and manage risk effectively.
 </li>
 </ul>
</div>

Relationship Manager

InsuranceDekho

<div>
 We are seeking a dedicated Relationship Manager to join our dynamic team in New Delhi. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering strong relationships with new and existing clients.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Efficiently onboard POSP (Point of Salesperson) and manage channels to enhance business growth.
 </li>
 <li>
 Design and implement effective sales plans to achieve or exceed monthly and annual targets.
 </li>
 <li>
 Maintain robust relationships with clients, addressing their needs and concerns effectively.
 </li>
 <li>
 Leverage expertise in motor insurance products to provide detailed information and advice to clients.
 </li>
 <li>
 Analyze market trends to identify new opportunities and strategies for business expansion.
 </li>
 <li>
 Utilize CRM tools to track client interactions, report on sales activities, and manage customer data securely.
 </li>
 <li>
 Conduct training sessions for teams to boost motivation and enhance their product knowledge and sales skills.
 
 
 </li>
 </ul>
 
 Required Skills
 
 
 
 <ul>
 <li>
 In-depth knowledge of POSP onboarding processes and channel management strategies.
 </li>
 <li>
 Solid understanding of sales planning techniques and target setting.
 </li>
 <li>
 Proficiency in customer relationship management practices.
 </li>
 <li>
 Detailed knowledge of motor insurance products, regulations, and market conditions.
 
 
 </li>
 </ul>
 
 Secondary Skills
 
 
 
 <ul>
 <li>
 Exceptional communication and negotiation skills to effectively interact with clients and stakeholders.
 </li>
 <li>
 Ability to train teams, motivate staff, and lead by example in achieving sales targets.
 </li>
 <li>
 Adept at conducting thorough market analysis for territory management purposes.
 </li>
 <li>
 Familiarity with various CRM platforms and reporting tools for efficient data management and reporting.
 
 
 </li>
 </ul>
 
 Experience Range
 
 
 
 3-6 years
 
 
 
 Job Timing
 
 
 
 This position requires the candidate to work in-office full-time from our New Delhi location.
 
 
 
 Job Type
 
 
 
 This role offers full-time employment under an in-office arrangement exclusively.
 
 
 If you meet the requirements outlined here, are enthusiastic about the role, possess the necessary skills, experience, dedication required as a Relationship Manager at our firm; we invite you to submit your application today!
 
 
 POSP Onboarding &amp; Channel Management,Sales Planning &amp; Target Achievement,Customer Relationship Management,Motor Insurance Product Expertise
</div>

<div>
 
 Job Title
 
 : Relationship Manager / SM / AVP
 
 
 
 Department
 
 : Small Enterprises (SE) - Working Capital Products
 
 
 
 Experience
 
 : 3-4 years
 
 
 
 Grade
 
 : SM / AVP
 
 
 
 Role Summary
 
 
 
 We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry networking.
 </li>
 <li>
 Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention.
 </li>
 <li>
 Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with bank&rsquo;s credit policies.
 </li>
 <li>
 Sanction Process &amp; Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively communicate with clients to understand their financial needs and ensure alignment with product offerings.
 </li>
 <li>
 Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies.
 </li>
 <li>
 Cross-Selling: Identify and capitalize on cross-selling opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions.
 
 
 </li>
 </ul>
 
 Desired Candidate Profile
 
 
 
 <ul>
 <li>
 Graduate/Postgraduate in Finance, Commerce, or a related field.
 </li>
 <li>
 3-4 years of experience in corporate/SME/ME banking.
 </li>
 <li>
 Strong understanding of credit analysis and financial statements.
 </li>
 <li>
 Excellent relationship management and communication skills.
 </li>
 <li>
 Proven ability to drive business and manage risk effectively.
 </li>
 </ul>
</div>

Infitech Human Resources Service Pvt. Ltd.

Job Title: Relationship Manager &ndash; Logistics VerticalLocation: Gandhidham / Ahmedabad / MumbaiSalary: Up to &#8377;8 LPA (depending on experience &amp; last drawn CTC) For lower salary holders, a 20&ndash;25% hike can be considered.Openings: 10 PositionsKey Responsibilities:<ul><li>Generate business through agents and channel partners in logistics &amp; transport cargo segment.</li><li>Build and maintain strong relationships with clients and agents.</li><li>Drive group insurance product sales within the logistics domain.</li><li>Identify new business opportunities and achieve assigned sales targets.</li></ul>Requirements:<ul><li>Any Graduate with 3&ndash;8 years of experience in logistics / transport / cargo sales.</li><li>Must be target-driven and open to field sales.</li><li>Age limit: Up to 35 years.</li><li>Strong communication and negotiation skills.</li></ul>Selection Process:1&#65039; Telephonic Interview2&#65039; Virtual InterviewJob Types: Full-time, PermanentPay: &#8377;300,000.00 - &#8377;800,000.00 per yearBenefits:<ul><li>Health insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Work Location: In person

Bajaj Capital Ltd

<div>
 
 JOB DESCRIPTION:
 
 
 Role: Relationship Manager/ Sr. Relationship Manager/
 
 
 CTC: It&rsquo;s not constrain for right candidate (Its Negotiable).
 
 
 Experience: 1+ Year
 
 
 Location: Hyderabad &amp; Vijaywada
 
 
 Functional Area: BFSI, Investments &amp; Trading.
 
 
 Employment Type: Full Time, Permanent.
 
 
 Education: Any Graduate.
 
 
 Total Openings - No. 30+
 
 
 Notice period: Most preferred for immediate joiner/ 15 days / 1 month.
 
 
 Note- Must have experience into Direct sales (insurance/mutual fund)
 
 
 ROLES AND RESPONSIBILITIES:
 
 
 * Conduct daily sales calling with prospective new clients and identify their needs.
 
 
 * Provide and develop solutions and suggest schemes to clients basis their
 
 
 requirements and goal.
 
 
 * Conduct timely and regular follow ups with the leads and tag them on broadcasts
 
 
 and new articles.
 
 
 * Increase client database by meeting new clients and taking references from the
 
 
 existing ones and hence build AUM and AUA for the branch.
 
 
 * Review and diversify existing client portfolio on a regular basis and provide
 
 
 guidance accordingly.
 
 
 * Achieve financial goals of the clients through various product line.
 
 
 * Update and cross sell products to existing clients and update them about the
 
 
 primary and secondary market trends.
 
 
 * Update self-regarding all schemes, products and solutions by regularly attending
 
 
 trainings.
 
 
 * Share regular communications with client regarding information, research and
 
 
 material of the organization..
 
 
 * Wealth / Portfolio Management understand client portfolio in terms of their risk
 
 
 and reward appetite and assist them to achieve their financial goals
 
 
 * Financial planning/ Investment Advisory have thorough financial and sector
 
 
 knowledge as well knowledge of competitors, must provide sound and reliable
 
 
 advice to client.
 
 
 
 
 
 KEY SKILLS:
 
 
 Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed
 
 
 Deposits, Investment Banking, Health Insurance.
 
 
 KNOWLEDGE:
 
 
 * Product Knowledge have a detailed knowledge of all products related to Life
 
 
 Insurance, general insurance, fixed income, mutual funds, etc.
 
 
 * Wealth/ Portfolio Management understand client portfolio in terms of their risk
 
 
 and reward appetite and assist them to achieve their financial goals.
 
 
 * Financial planning/ Investment Advisory have thorough financial and sector
 
 
 knowledge as well knowledge of competitors, must provide sound and reliable advice
 
 
 to clients.
 
 
 
 
 
 Interested Candidate can mail there resume
 
 
 S.devanesan@bajajcapital.com
 
</div>

Urgent Opening- Relationship Manager/ Sr Relationship Manager

prime trade solutions private limited

Bajaj Broking is a SEBI-registered stockbroking firm offering trading, demat, and investment services. Prime Trade Solutions Pvt. Ltd. is an Authorized Person (AP) of Bajaj Broking, meaning it is officially appointed to represent Bajaj Broking locally. The AP handles client onboarding, trading support, customer service, and business development while following all compliance and regulations set by Bajaj Broking and SEBI.1. Client Acquisition &amp; Onboarding<ul><li>Identify, approach, and acquire potential clients interested in trading and investment products.</li><li>Assist new clients with account opening processes such as Demat &amp; Trading account setup.</li><li>Ensure smooth onboarding by explaining firm&rsquo;s services, platforms, and policies.</li></ul>2. Client Relationship Management<ul><li>Build and maintain long-term relationships with existing clients.</li><li>Act as the single point of contact for clients to address all queries and concerns.</li><li>Maintain regular communication with clients through calls, emails, and meetings.</li></ul>3. Trade Facilitation &amp; Advisory<ul><li>Guide clients on how to use trading platforms (mobile app/web portal).</li><li>Provide basic information on market trends, stock quotes, and investment options.</li><li>Support clients in executing buy/sell orders as per their requirements.</li></ul>4. Cross-Selling &amp; Revenue Generation<ul><li>Promote investment products like mutual funds, IPOs, bonds, insurance, etc.</li><li>Achieve monthly/quarterly targets for broking turnover and revenue growth.</li><li>Identify opportunities for upselling and cross-selling to increase business volume.</li></ul>5. Customer Support &amp; Issue Resolution<ul><li>Assist clients with account-related issues like KYC updates, margin requirements, fund transfers, etc.</li><li>Resolve trade execution problems or platform-related concerns quickly.</li><li>Ensure high customer satisfaction by delivering prompt support.</li></ul>6. Compliance &amp; Risk Management<ul><li>Ensure all client transactions comply with SEBI and Exchange regulations.</li><li>Maintain records of client interactions, KYC documents, and trade confirmations.</li><li>Identify and flag any unusual trading patterns or risks.</li></ul>7. Reporting &amp; Feedback<ul><li>Prepare and submit daily/weekly reports on client interactions and trading volumes.</li><li>Share market insights and client feedback with the management team.</li><li>Suggest strategies to improve client experience and enhance trading activity.</li></ul>Job Type: Full-timePay: &#8377;12,000.00 - &#8377;35,000.00 per monthBenefits:<ul><li>Health insurance</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Work Location: In person

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5926 relationship manager jobs IN India

Relationship Manager

Relationship Manager

Relationship Manager

Relationship Manager

Relationship Manager

Urgent Opening- Relationship Manager/ Sr Relationship Manager

Relationship Manager