relationship mgr

Huntington Bank

<div><h1 class="jobSectionHeader">Description
</h1>Summary:
Our Commercial Real Estate (CRE) Relationship Manager III will focus on developing, maintaining and expanding new and existing CRE customer relationships.
 
 
Duties &amp; Responsibilities:
<ul><li>Serves as the point person in determining the customer's needs and meeting them through the seamless delivery of the Bank's products, services and associated resources.
</li><li>Develops and maintains profitable customer relationships within a specific targeted market segment by coordinating all sales and service efforts.
</li><li>Maintains knowledge of all Bank products and continually develops product expertise.
</li><li>Responsible for ensuring the optimizing of all customer relationships which entails developing revenue growth through generation and cross selling of all applicable Bank products including deposits, loans, and services within Huntington's other lines of business.
</li><li>With proficiency in credit fundamentals, determines the appropriate risks in prospective and existing customers and transactions so that all relationships are entirely in strategic alignment with the risk profile of the Bank.
</li><li>Represents Indiana CRE in Leadership and Community Development meetings.
</li>Performs other duties as assigned. 
<li>
</li></ul> 
Basic Qualifications:
<ul><li>Bachelor's degree
</li>Minimum of 10 years of commercial real estate lending and analysis 
<li>
</li></ul> 
Preferred Qualifications:
<ul><li>Advanced sales, negotiation and communication skills.
</li><li>Credit training and/or experience.
</li><li>Demonstrated success structuring complex credits: researching, judging and presenting information verbally and in writing, and creating documentation to support the credit and minimize risk.
</li>Knowledge of all bank products and continual development of product expertise. 
<li>
</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer. 
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Commercial Relationship Mgr III

Fitelo

Role: Relationship Manager Job Type: Fulltime Location: Work from Mohali - Office Experience: 0-1 yearAbout Fitelo: We are Fitelo, your No.1 app for weight loss, diet planning, and better overall well-being. We&rsquo;re dedicated to giving you the very best of health and lifestyle from the comfort of your home or office Every day is a chance to flip the script. An invitation to take everything we know and re-invent it. Do it better. Never settle for good enough. Every day we get up, invent, adapt, improvise, find new ways to collaborate, and do the unexpected. We're a team of health care experts from doctors to dieticians to fitness coaches helping people to achieve their fitness goals About the role: We are looking for a relationship manager to build and preserve trusting relationships with our customers. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills.Ideal candidate will have: &#61656; Experience as a client relationship manager &#61656; Knowledge of customer relationship management (CRM) practices &#61656; Experience in sales or customer service is preferred &#61656; Problem-solving attitude &#61656; Excellent communication skills &#61656; Aptitude for fostering positive relationships &#61656; Teamwork and leadership skills &#61656; Customer-oriented mindsetSpecifically, this role will involve: &#61656; Serving customer by providing service information and resolving service problems &#61656; Attracting potential customers by answering service questions &#61656; Maintaining customer records by updating clients information &#61656; Resolving service problems by clarifying the customer&rsquo;s complaint, determining the cause of the problem, explaining the best solution to solve the problem and following up to ensure resolution &#61656; Contributing to team effort by accomplishing related results as needed &#61656; Gaining solid knowledge of competitorsJob Type: Full-timePay: &#8377;10,000.00 - &#8377;22,000.00 per monthApplication Question(s):<ul><li>Are you capable of interacting with clients to resolve any queries?</li></ul>Work Location: In person

Relationship Manager

Kotak Mahindra Bank

<div>
 
 
 Role:
 
 Relationship Manager- TASC &amp; Institutional Business
 
 
 
 
 
 
 Location:
 
 Varanasi
 
 
 
 
 
 TASC is Bank&rsquo;s dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations etc.
 
 
 
 
 
 TASC Business segment comprises of Not for Profit Making Business Entities (other than Govt Departments - Central, State or Local Bodies) registered as Trusts, Societies, Sec 25/Sec 8 Companies, Cooperative Societies.
 
 
 
 
 
 
 Key skills required:
 
 
 
 
 
 <ul>
 <li>
 Min 3 years of experience in TASC sales
 </li>
 <li>
 Should be graduate
 </li>
 <li>
 Should have an eye for acquiring High Value relationships
 </li>
 <li>
 Should possess strong negotiation skills and requisite skill sets in making presentations to Senior Management for sealing deals
 </li>
 <li>
 Create a rapport with the top management of all the clientele
 </li>
 <li>
 Good communication and presentation skills, negotiation skills with ability to interact with people at various levels of the organization and outside environment, strong sales and relationship management skills.
 </li>
 </ul>
 
 
</div>

Doctor wealth Financial Services Pvt Ltd

Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance)Role Overview:A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as mutual funds, demat accounts, insurance, and other financial instruments, ensuring that clients' financial goals and risk appetite are met through tailored solutions.Key Responsibilities:<ul><li>Client Relationship Management:</li><li>Act as the primary point of contact for clients, managing relationships and providing ongoing support.</li><li>Maintain and grow relationships with existing clients while identifying potential new clients through referrals, networking, or direct outreach.</li><li>Conduct regular meetings and reviews with clients to understand their financial needs, goals, and concerns.</li><li>Product Knowledge and Advisory:</li><li>Provide expert guidance on investment products like mutual funds, equities, insurance, and other financial services such as demat accounts.</li><li>Assess the client&rsquo;s risk appetite and financial objectives to recommend suitable investment products.</li><li>Keep clients informed about market trends, regulatory changes, and new product offerings.</li><li>Financial Planning and Wealth Management:</li><li>Analyze client portfolios and offer strategic advice to optimize returns and minimize risks.</li><li>Create personalized financial plans and investment strategies, ensuring alignment with the client's financial goals.</li><li>Regularly monitor the performance of client investments and suggest rebalancing when needed.</li><li>Sales and Cross-Selling:</li><li>Drive sales of financial products, including mutual funds, insurance policies, demat accounts, and other wealth management services.</li><li>Cross-sell products based on the client's financial needs, promoting relevant products to add value to the client&rsquo;s portfolio.</li><li>Achieve sales targets and contribute to the overall growth of the company's revenue.</li><li>Compliance and Documentation:</li><li>Ensure adherence to regulatory and compliance requirements in all client transactions and investment recommendations.</li><li>Maintain accurate and updated records of client portfolios, financial plans, and transaction histories.</li><li>Assist clients in documentation for account openings, transactions, and other formalities related to financial services.</li><li>Market Research and Updates:</li><li>Stay updated on the latest market trends, financial products, and regulatory changes.</li><li>Research and analyze market data to provide accurate advice to clients, ensuring they remain informed about investment opportunities and risks.</li><li>Communicate product knowledge and updates clearly to clients, aiding in informed decision-making.</li><li>Customer Service Excellence:</li><li>Provide prompt and professional customer service to address client queries, resolve issues, and ensure client satisfaction.</li><li>Develop trust-based relationships by being a reliable and proactive financial advisor.</li><li>Solicit feedback and continuously improve services to meet client expectations.</li></ul>Key Skills and Competencies:<ul><li>Product Knowledge: Deep understanding of mutual funds, insurance products, demat accounts, and other financial instruments.</li><li>Communication Skills: Excellent verbal and written communication skills to explain complex financial concepts clearly.</li><li>Customer-Centric Approach: Strong interpersonal skills and a client-first attitude.</li><li>Analytical Thinking: Ability to analyze market data and client portfolios to provide actionable financial advice.</li><li>Sales Acumen: Proven ability to meet sales targets through effective relationship-building and cross-selling strategies.</li><li>Problem Solving: Strong problem-solving skills to address client concerns and provide tailored financial solutions.</li><li>Attention to Detail: Accuracy in managing financial records and ensuring compliance with regulations.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree</li><li>Previous experience (2-5 years) in handling mutual funds, demat accounts, insurance, or other financial products in a similar relationship management or sales role. Freshers also considerable.</li></ul>Job Type: Full-timePay: &#8377;12,500.00 - &#8377;25,000.00 per monthWork Location: In personExpected Start Date: 01/09/2025

Relationship manager

No Guilt Fitness Pvt Ltd ( Fitelo)

Job Type: Fulltime Location: Work from Mohali - Office About Fitelo: We are Fitelo, your No.1 app for weight loss, diet planning, and better overall well-being. We&rsquo;re dedicated to giving you the very best of health and lifestyle from the comfort of your home or office Every day is a chance to flip the script. An invitation to take everything we know and re-invent it. Do it better. Never settle for good enough. Every day we get up, invent, adapt, improvise, find new ways to collaborate, and do the unexpected. We're a team of health care experts from doctors to dieticians to fitness coaches helping people to achieve their fitness goalsAbout the role: We are looking for a relationship manager to build and preserve trusting relationships with our customers. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills.Ideal candidate will have: &#61656; Experience as a client relationship manager &#61656; Knowledge of customer relationship management (CRM) practices &#61656; Experience in sales or customer service is preferred &#61656; Problem-solving attitude &#61656; Excellent communication skills &#61656; Aptitude for fostering positive relationships &#61656; Teamwork and leadership skills &#61656; Customer-oriented mindsetSpecifically, this role will involve: &#61656; Serving customer by providing service information and resolving service problems &#61656; Attracting potential customers by answering service questions &#61656; Maintaining customer records by updating clients information &#61656; Resolving service problems by clarifying the customer&rsquo;s complaint, determining the cause of the problem, explaining the best solution to solve the problem and following up to ensure resolution &#61656; Contributing to team effort by accomplishing related results as needed &#61656; Gaining solid knowledge of competitorsQualifications: &#61656; BSc/BA in Business Administration or similar fieldJob Types: Full-time, PermanentPay: &#8377;300,000.00 - &#8377;400,000.00 per yearBenefits:<ul><li>Cell phone reimbursement</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Work Location: In personSpeak with the employer +91 6283062017

مصرف ابوظبي الاسلامي

<div>Role : XX
 
Location : XX
 
 
Role Purpose:
 
 
To manage an assigned existing portfolio and a list of Target Market potential prospects for acquisition towards achieving financial targets (including but no limit to revenue, new net revenue, volume, cross-sell ratio, ROE, and ROA) and overall customer satisfaction
To be fully involved and primarily responsible for account strategy and business growth
 
 
Key Accountabilities of the role 
 
 
Relationship management
<ul><li>Manage assigned portfolio with focus on mid-size relationships (~10 for Large Corps, ~25 for Emerging Corps and ~20 for Government)
</li><li>Achieve financial targets assigned in line with portfolio handled (e.g. total revenues, revenue from treasury products, revenue from cash management, RORC, etc.)
</li><li>Ensure regular interaction with clients to address any banking/financial needs and increase ADIB share of wallet
</li><li>Conduct joint client calls with product partners (CFIB, Treasury, GTS) as per the account plan to identify opportunities to deepen relationship
</li><li>Work closely with customer service unit to ensure that clients&rsquo; day to day transaction needs are addressed
</li></ul>Risk management &amp; credit analysis
<ul><li>Assume responsibility for credit risk and day to day management of own portfolio
</li><li>Conduct due diligence in preparing credit applications including screening against TM &amp; RAC and prepare green light memos for CRT
</li><li>Structure facilities that comply with ADIB&rsquo;s credit policy with adequate security/collateral, terms and conditions and profitability (ROA, RORC) in line with thresholds
</li><li>Negotiate internally and with clients for closure of deals
</li><li>Ensure fulfilment of all required documentation (incl. insurance) as per the banks credit policies and procedures
</li><li>Ensure all deferred documentation is obtained on time
</li><li>Continuously monitor overall performance of company and its industry through the calling process
</li><li>Execute annual renewals of facilities on time
</li><li>Monitor and track assigned portfolio on a dynamic basis to recognize problem credits early
</li></ul>Build sector expertise
<ul><li>Understand market and business trends
</li><li>Develop sector expertise: understand economics of industry, key levers and key products to offer
</li>Ensure that all new deals in discussion are recorded and updated in deals in pipeline report on a weekly basis 
<li>
 
</li></ul>Process implementation
<ul><li>Conduct client calls at least quarterly
</li><li>Document call memos in standard format capturing the contents of the meeting, opportunities for business development, client&rsquo;s financial plan, etc.
</li><li>Develop account plans for each relationship and use it as a basis for regular client calling; keep account plans updated
</li><li>Ensure that all new deals in discussion are recorded and updated in deals in pipeline report on a weekly basis
</li><li>Manage a list of prospects as assigned centrally and ensure that adequate follow up is made leading to new client acquisition
</li><li>Ensure that all operational issues are addressed to the satisfaction of customers (e.g. establishment of LCs/LGs, disbursement of financing, etc.)
</li></ul>Compliance
<ul><li>Ensure that activities are in full compliance of group policies and processes including Sharia requirements, Central Bank regulations and other internal Legal and Compliance regulations at all times
</li><li>Ensure satisfactory internal and external audit ratings
</li></ul>Other
Attend recommended trainings 
<ul><li>
 
</li></ul>Specialist Skills / Technical Knowledge Required for this role: 
 
<ul><li>Strong analytical skills
</li><li>Knowledge of credit policy &amp; procedure
</li><li>Customer Service Oriented
</li><li>Strong Marketing Skills</li></ul></div>

Stake

<div>
 
 Who We Are
 
 
 
 Stake is the MENA region&rsquo;s most exciting real estate fintech company, combining real estate expertise and innovative financial technology to deliver products that empower everyone to own and build wealth through Real Estate. Launched in 2021 we have grown rapidly, leveraging decades of experience in technology, financial services and global real estate, to launch the MENA region&rsquo;s first mobile app for fractional real estate investing.
 
 
 This is just the beginning and we&rsquo;re currently searching for highly talented individuals to join and help lead our expansion into international markets and new business lines
 
 
 The Sales Team
 
 
 Our Sales team paves the way to Property Investment success, providing expert guidance, tailored solutions, and ongoing support every step of the way.
 
 
 We are looking for a Relationship Manager (telesales) to be responsible for building and nurturing relationships with potential investors. Your primary goal will be to drive investment through our platform by engaging with leads generated from our digital campaigns, organic leads and their own network. This role requires a proactive, customer-focused professional who can communicate effectively, understand client needs, and provide tailored investment solutions.
 
 
 
 🚀What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Lead Management &amp; Conversion:
 </li>
 <ul>
 <li>
 Engage with digital leads generated from social media campaigns and other marketing channels.
 </li>
 <li>
 Understand investor profiles and recommend suitable real estate investment opportunities on our platform.
 </li>
 <li>
 Upsell and cross-sell additional investment opportunities to existing clients.
 </li>
 </ul>
 <li>
 Client Relationship Building:
 </li>
 <ul>
 <li>
 Build strong, long-term relationships with potential and existing investors.
 </li>
 <li>
 Provide exceptional customer service, ensuring clients have a positive experience with our platform.
 </li>
 <li>
 Address client inquiries, resolve issues, and provide ongoing support to enhance investor satisfaction.
 </li>
 </ul>
 <li>
 Market &amp; Product Knowledge:
 </li>
 <ul>
 <li>
 Stay updated on the real estate market trends in the UAE.
 </li>
 <li>
 Maintain a thorough understanding of our platform&rsquo;s offerings and competitive advantages.
 </li>
 </ul>
 <li>
 Reporting &amp; Analytics:
 </li>
 <ul>
 <li>
 Track and report on lead engagement, conversion rates, and client feedback.
 </li>
 <li>
 Provide regular updates to the Head of Investor Relations on your activities and outcomes.
 
 </li>
 </ul>
 </ul>
 
 👀 What We&rsquo;re Looking For
 
 
 
 <ul>
 <li>
 3+ years of experience in telesales, relationship management, or a similar role, preferably in the real estate or financial services sector.
 </li>
 <li>
 Experience working with digital leads and CRM systems is highly desirable.
 </li>
 <li>
 Bachelor&rsquo;s degree in Business, Finance, Real Estate, or a related field.
 </li>
 <li>
 Strong interpersonal and communication skills.
 </li>
 <li>
 Ability to understand client needs and provide tailored solutions.
 </li>
 <li>
 Proactive, self-motivated, and results-oriented.
 
 
 </li>
 </ul>
 
 😇 Why You Should Join Stake
 
 
 
 <ul>
 <li>
 Hybrid work environment
 </li>
 <li>
 Work directly with senior leadership in one of the region&rsquo;s fastest growing start-ups; you will get exposure to all functions at Stake and have the chance to learn from the very best in the space!
 </li>
 <li>
 Generous equity compensation; this aims to bring a high degree of ownership into your work. As Stake grows, you grow with it!
 </li>
 <li>
 Budget for learning and development; we want Stakers to constantly strive for personal and professional growth
 </li>
 <li>
 Off-sites and regular team events
 
 
 </li>
 </ul>
 Stake has a high performance culture where the bar is always rising. We bring on brilliant, ambitious and curious people who see the value in Stake and want to grow with us.
</div>

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