relationship mgr

YES BANK

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 Market Assessment and Business Development
 
 
 
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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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 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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 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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 Credit Appraisal
 
 
 
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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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 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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Relationship Manager

GB Lease & Factoring

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 The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients ( Corporate &amp; SMEs)
 
 
 
 
 
 Responsibilities
 
 
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 Dialogue with our clients to understand their business objectives and challenges
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 Analyze clients' data and provide strategic recommendations to clients
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 Present value-proposition to sales leads and current customers
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 Prospect for new sales leads and close sales
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 Qualifications
 
 
 
 
 
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 2-10 years' of client relationship experience ( Corporate &amp; SMEs)
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 Ability to manage multiple projects and clients
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 Strong communication and interpersonal skills
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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>

Flipped.ai

Job description:Profile SummaryA detail-oriented and customer-focused Relationship Manager with 1-2 years of experience in gold appraisal, valuation, and handling. Skilled in KYC compliance, addressing customer queries, and driving business growth through referrals and renewals. Proficient in coordinating loan approvals, enhancing brand visibility, and building strong customer relationships with excellent communication skills and mobility for on-ground support.- Job Title: Relationship Manager- Education: Bachelor's degree required (Graduation)- Experience: 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Key Responsibilities:- To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/ prevent spurious/unacceptable ornaments.- Adhering to high ethical standards and complying with all the laid down processes / policies of the company - KYC adherence. Verify customers KYC &amp; complete online registration.- Coordinate with the Manager and stakeholder for loan approval.- Ensure to bring in New Customers and maintain good relationships with existing customers for generating renewal &amp; referral business.- Resolving all customer doubts and questions while processing the loan.- Participate in business development activities to improve the brand visibility of Gold Loan in the catchment areas and to generate leads of prospective customers.Skills &amp; Persona:- Graduate with 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.- Upto 30 years of age- Excellent communication skills in the local language and elementary English- 2 wheeler and Driving License is mandatoryWhy Join Us:- Be part of a fast-paced and innovative environment where you can make a direct impact on the company's growth.- Competitive compensation and benefits package, with opportunities for professional growth and development.- Work with a talented and ambitious team that is driving innovation in the financial services industry.Job Type: Full-timePay: &#8377;25,000.00 - &#8377;30,000.00 per monthWork Location: In person

Relationship Manager-Gold appraisal

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

Lunate

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 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
 
 
 
 
 
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 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
 
 
 
 
 
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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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Elite Asset Capital

The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth. As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.What are we looking for:<ul><li>Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.</li><li>Prior experience within sales in Insurance, Wealth Market and relationship management preferably within the financial services or insurance industry.</li><li>Good financial acumen is very important for this role alongside networking and sales skills.</li><li>Primarily responsible for selling India based investment products</li><li>Must have at least 1 year of proven track record in Broking, Wealth Management and Structured products in India or International markets .</li><li>Well versed with financial product offerings, both in domestic and international markets</li><li>Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .</li><li>Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services.</li><li>Must be able to effectively handle client servicing for wealth management needs.</li></ul>Job Type: Full-timePay: AED4,000.00 - AED9,000.00 per month

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