relationship manager

Searchbox digital agency llp

Education - Min. GraduateExperience &ndash; Minimum 1&ndash;4-year experience in direct sales (Age limit : 35 Years)Preferred Industry &ndash; Timeshare, Pharmaceutical, Insurance, Education Sector, Home Loans, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:&middot; To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targetsJob Responsibilities:&middot; Achieving stretched targets in a result-focused environment&middot; Preparing pre-sales proposals for prospective clients&middot; Delivering inspiring sales presentations to convert prospects to successful sales&middot; Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings&middot; Identifying potential customers and new business opportunities&middot; Building and maintaining strong client relationship and high level of customer service&middot; Being updated on new products and services&middot; Provide necessary support in booking first time holiday for new members and generate quality referrals from themCandidate Specification:&middot; Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon &ndash; Thu))&middot; Strong Results Orientation and Execution Excellence&middot; High Energy and Passion&middot; High Customer CentricityWeek off &ndash; 6 working daysJob Type: Full-timePay: &#8377;15,000.00 - &#8377;30,000.00 per monthWork Location: In person

Relationship Manager

AMIRAH LIVING DEVELOPER LLC

Job Title: Sales Relationship ManagerDepartment: Sales &amp; Business DevelopmentReports To: Head of SalesLocation: [City / Region]Employment Type: Full-timeJob SummaryThe Real Estate Development &amp; Sales Relationship Manager is responsible for driving property sales, managing client relationships, and supporting the development team in promoting real estate projects. This role focuses on building and maintaining long-term relationships with clients, investors, and brokers, while achieving individual and team sales targets.Key ResponsibilitiesSales &amp; Business Development<ul><li>Identify, qualify, and pursue new sales opportunities for residential and commercial real estate projects.</li><li>Conduct market research to identify potential buyers, investors, and business partners.</li><li>Develop and execute sales strategies to achieve monthly and annual sales goals.</li><li>Prepare and deliver sales presentations, proposals, and project briefings to clients and investors.</li><li>Manage end-to-end sales processes &mdash; from lead generation to deal closure and after-sales service.</li></ul>Client Relationship Management<ul><li>Maintain strong relationships with new and existing clients to ensure satisfaction and loyalty.</li><li>Act as the primary point of contact between clients and the company for all sales-related inquiries.</li><li>Provide regular updates to clients on project progress, pricing, and availability.</li><li>Handle client feedback and resolve issues professionally and promptly.</li></ul>Coordination with Development &amp; Marketing Teams<ul><li>Collaborate with the project development team to understand project specifications, timelines, and features.</li><li>Coordinate with the marketing team to develop effective promotional campaigns and events.</li><li>Participate in real estate exhibitions, roadshows, and open house events to attract buyers and investors.</li></ul>Reporting &amp; Administration<ul><li>Maintain accurate and up-to-date sales records in CRM systems.</li><li>Prepare regular sales performance reports and forecasts.</li><li>Monitor competitor activities, pricing, and market trends.</li></ul>Key Skills &amp; Competencies<ul><li>Strong sales and negotiation skills.</li><li>Excellent communication and interpersonal skills.</li><li>In-depth understanding of real estate markets and trends.</li><li>Customer service orientation with a relationship-building mindset.</li><li>Self-motivated, target-driven, and able to work independently.</li><li>Proficiency in CRM software and MS Office Suite.</li></ul>Qualifications &amp; Experience<ul><li>Bachelor&rsquo;s degree in Business Administration, Marketing, Real Estate, or a related field.</li><li>1&ndash;3 years of experience in real estate B 2 B sales, property development relationship manager.</li><li>Proven track record of achieving sales targets in the real estate sector.</li><li>Knowledge of local real estate laws and regulations is a plus.</li></ul>Performance Indicators<ul><li>Sales volume and revenue achieved.</li><li>Number of new clients acquired.</li><li>Client satisfaction and retention rate.</li><li>Accuracy of sales forecasting and reporting.</li><li>Contribution to project launch success and marketing events.</li></ul>Job Type: Full-timePay: AED5.00 per day

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>
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 Efficiently onboard POSP (Point of Salesperson) and manage channels to enhance business growth.
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 Design and implement effective sales plans to achieve or exceed monthly and annual targets.
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 Maintain robust relationships with clients, addressing their needs and concerns effectively.
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 Leverage expertise in motor insurance products to provide detailed information and advice to clients.
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 Analyze market trends to identify new opportunities and strategies for business expansion.
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 Utilize CRM tools to track client interactions, report on sales activities, and manage customer data securely.
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 Conduct training sessions for teams to boost motivation and enhance their product knowledge and sales skills.
 
 
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 </ul>
 
 Required Skills
 
 
 
 <ul>
 <li>
 In-depth knowledge of POSP onboarding processes and channel management strategies.
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 Solid understanding of sales planning techniques and target setting.
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 Proficiency in customer relationship management practices.
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 Detailed knowledge of motor insurance products, regulations, and market conditions.
 
 
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 </ul>
 
 Secondary Skills
 
 
 
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 Exceptional communication and negotiation skills to effectively interact with clients and stakeholders.
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 Ability to train teams, motivate staff, and lead by example in achieving sales targets.
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 Adept at conducting thorough market analysis for territory management purposes.
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 Familiarity with various CRM platforms and reporting tools for efficient data management and reporting.
 
 
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 </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>

steadfast group

We are looking for a dynamic and detail-oriented Relationship Manager to support our Foreign Portfolio Investor (FPI) clients. The ideal candidate will manage end-to-end client relationships, oversee onboarding, ensure ongoing compliance, and support clients with financial, accounting, and business-related requirements.This role requires strong communication skills, analytical thinking, and a solid understanding of investment structures, fund operations, and accounting fundamentals.Key ResponsibilitiesClient Relationship Management<ul><li>Act as the primary point of contact for FPI clients.</li><li>Maintain strong client relationships through regular communication and service excellence.</li><li>Understand client needs and proactively provide solutions and support.</li></ul>Onboarding &amp; Documentation<ul><li>Coordinate the onboarding process for new FPI clients.</li><li>Assist with KYC, AML, documentation and regulatory requirements.</li><li>Liaise with internal compliance and operations teams to ensure smooth approvals.</li></ul>Account Management &amp; Operations<ul><li>Support clients with account opening, transaction processing, investment documentation, and reporting.</li><li>Support clients with business reporting, MIS data, and operational analysis.</li><li>Interpret financial information to help clients with decision-making and planning.</li></ul><ul><li>Maintain accurate client records, reporting schedules, and documentation.</li></ul>RequirementsEducation &amp; Experience<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Business Administration, Economics, or related field.</li><li>2&ndash;5 years of experience in relationship management, client servicing, investment operations, brokerage, asset management, or FPI-related roles.</li><li>Basic accounting knowledge is essential.</li></ul>Skills &amp; Competencies<ul><li>Strong understanding of financial markets, investment products, and operational processes.</li><li>Familiarity with KYC/AML, compliance workflows, and regulatory frameworks.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in MS Office (Excel, PowerPoint, Word).</li><li>Ability to multitask, stay organised, and work under pressure.</li><li>High level of professionalism, integrity, and client-first mindset.</li></ul><ul><li>Coordinate periodic reviews, due-diligence checks, and audit-related requests.</li></ul>Job Type: Full-timePay: AED10,000.00 - AED12,000.00 per monthApplication Question(s):<ul><li>How many years of UAE experience do you have?</li><li>what is your current/last drawn salary?</li><li>Do you have experience in Foreign Portfolio Investor (FPI) related role?</li><li>Do you have Familiarity with KYC/AML, compliance workflows, and regulatory frameworks?</li></ul>

Bluglint solutions

We are seeking a motivated and results-driven Relationship Manager to join our team. The ideal candidate will be responsible for sourcing new clients, promoting loan products (LAP, business loans, and term loans), and driving revenue growth through strong customer relationships and market insight. Location: Mumbai / PuneRoles and Responsibilities<ul><li>Identify and acquire new customers through field visits, referrals, and lead generation.</li><li>Promote and sell NBFC loan products, with a focus on SME clients.</li><li>Understand client financial needs and recommend suitable loan solutions.</li><li>Manage the complete sales lifecycle: prospecting, pitching, documentation, and follow-up.</li><li>Build and maintain long-term customer relationships.</li><li>Coordinate with internal teams to ensure smooth loan processing and disbursal.</li><li>Achieve monthly and quarterly sales targets.</li><li>Stay updated on market trends, competitor offerings, and regulatory guidelines.</li></ul>Key Focus Areas<ul><li>LAP Sourcing Expertise: Proven experience in acquiring high-ticket LAP customers.</li><li>Credit Understanding: Knowledge of financials and property documents.</li><li>Customer Relations: Strong communication and negotiation skills.</li><li>Market Penetration: Experience across metro and Tier-2 markets.</li><li>Target Achievement: Consistent record of meeting sales targets.</li><li>Channel Management: Strong DSA network and relationship-building abilities.</li><li>Compliance: Understanding of KYC, credit checks, and regulatory norms.</li><li>Tech Proficiency: Comfortable using CRM tools and digital sales platforms.</li></ul>Skills and Experience<ul><li>Bachelor&rsquo;s degree required; Master&rsquo;s in Business, Finance, Marketing, or related field preferred.</li><li>Minimum 3 years of sales experience in NBFCs, banks, or financial services.</li><li>Strong understanding of loan products, especially LAP and business loans.</li><li>Excellent communication, negotiation, and interpersonal skills.</li><li>Goal-oriented, self-motivated, and proactive in client engagement.</li><li>Proficiency in CRM tools and MS Office.</li></ul>Job Types: Full-time, PermanentPay: &#8377;600,000.00 - &#8377;900,000.00 per year

Lunate

<div>
 
 
 Background
 
 
 
 
 
 
 Ghaf Benefits, a platform launched by Lunate, is the UAE&rsquo;s Alternative End-of-Service Benefits solution. It enables private sector employers to invest employee gratuities into regulated investment funds, offering employees the potential for long-term financial growth. The platform supports the UAE&rsquo;s vision to enhance workplace benefits and attract global talent, offering both conventional and Shariah-compliant investment options.
 
 
 
 
 
 
 Job Purpose
 
 
 
 
 
 
 The Relationship Manager will support the commercial growth of Ghaf Benefits by managing and expanding relationships with institutional and government clients. This role is responsible for delivering excellent client service, supporting sales initiatives, and ensuring client satisfaction across the platform&rsquo;s offerings.
 
 
 
 
 
 
 Key Duties and Responsibilities
 
 
 
 
 
 <ul>
 <li>
 Manage and nurture relationships with existing institutional and government clients, ensuring high levels of satisfaction and retention.
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 Support the Director of Sales in executing sales strategies and achieving commercial targets.
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 Identify and pursue new business opportunities within the UAE private sector, including lead generation and qualification.
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 Assist in preparing proposals, presentations, and responses to RFPs for prospective clients.
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 Coordinate with internal teams (product, operations, compliance) to deliver tailored solutions that meet client needs.
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 Maintain up-to-date knowledge of Ghaf Benefits&rsquo; products, services, and the UAE&rsquo;s regulatory environment.
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 Gather and relay client feedback to inform product development and service enhancements.
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 Represent Ghaf Benefits at industry events, conferences, and client meetings as required.
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 Ensure all activities comply with regulatory standards and internal policies.
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 Qualifications and Experience
 
 
 
 
 
 <ul>
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 8&ndash;12 years of experience in relationship management, sales, or client service within financial services, investment platforms, or related sectors.
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 Demonstrated ability to manage and grow institutional or government client accounts.
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 Strong understanding of the UAE&rsquo;s financial services landscape and workplace benefits ecosystem.
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 Excellent communication, negotiation, and interpersonal skills.
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 Experience supporting sales processes, preparing client materials, and coordinating with cross-functional teams.
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 Bachelor&rsquo;s degree in Business, Finance, or a related field; professional certifications (e.g., CFA, CISI) are a plus.
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 </ul>
 
 
</div>

YES BANK

<div>
 
 Market Assessment and Business Development
 
 
 
 <ul>
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 Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities.
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 Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.
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 Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.
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 Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.
 
 
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 </ul>
 
 Revenue Generation
 
 
 
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 Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives.
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 Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer &amp; relationship manager.
 
 
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 </ul>
 
 Portfolio Management and Deal Structuring
 
 
 
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 Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients&rsquo; financial requirement.
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 Conducts research and collates necessary data for preparing credit proposals in line with customer requirements.
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 Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner.
 
 
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 </ul>
 
 Credit Appraisal
 
 
 
 <ul>
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 Credit Assessment and CAM preparation through detailed analysis
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 Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.
 
 
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 </ul>
 
 Documentation and Compliance
 
 
 
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 Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.
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 Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.
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 </ul>
</div>

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