CRM- Customer Relationship Manager - Pune

Ensure effective and smooth relationship with assigned key corporate clients in the region for growth in business. · ...

Relationship Manager in Pune with experience in DMAT accounts SIPs and insurance. · Build and maintain relationships with clients understanding their financial needs. · Act as the main point of contact for high-net-worth clients providing financial advice and assistance. · ...

Desired Candidate Profile Desired Candidate Profile with strong understanding of Casa Current Account Retail Liabilities Portfolio Management Wealth Management HNI Client Handling skills and excellent communication interpersonal skills for effective relationship building with HNI ...

We are seeking a dynamic Relationship Manager to lead and inspire a team of sales professionals focused on achieving home loan targets. This role is pivotal in developing and executing effective sales strategies, fostering strong client relationships, and ensuring compliance with ...

This is a full-time role for a Relationship Manager (Investments). The selected candidate will develop and maintain relationships with clients, understand their investment needs, and provide customized financial solutions. · ...

Manage client relationships through effective communication and service delivery. · ...

The job involves ensuring effective and smooth relationships with assigned banks for business growth. · Responsibilities include prospecting, selling & managing RMs/Sales people in Public sector banks who are also into mutual funds, · Influencing decision making at senior levels ...

In this role the Relationship manager is responsible for supervising business delivery under the Banca team and primarily growing business with profits Channel Management Managing Banks NBFCs and other Micro Finance companies. · ...

This is a full-time position based in Pune for a Relationship Manager who will build and maintain strong client relationships. · ...

Job Requirements · About the Role · As a Relationship Manager in the Government Banking Group, you will be responsible for managing and strengthening relationships with government bodies, autonomous institutions, and state departments. You will support business growth, ensure hi ...

This is a full-time role for a Relationship Manager based in Pune. The primary responsibility will be to develop and maintain strong relationships with clients, assist them in understanding their real estate needs, and guide them through the property acquisition or investment pro ...

As a Relationship Manager - Commercial Banking, you will be responsible for acquiring and managing mid-corporate clients to drive sustainable revenue and portfolio growth across assets and liabilities. · Acquire and onboard new mid-corporate clients · Achieve targets for fund-bas ...

Description · Relationship Manager-Loan Against Property · Location · Mumbai · Reporting Relationships · Location Manager · The 'Loan Against Property (LAP)' Business vertical is the part of 'Secured Assets' division of the Consumer Bank. · This vertical specializes in acquiring ...

+Ensure effective and smooth relationship with assigned key corporate clients in the region for growth in business. · +Influence decision making at senior levels of prospective business organizations. · MAPPING THE OPPORTUNITY FOR PRIMARY SELLING RELATIONSHIP MANAGING CROSS SELLI ...

This role involves managing and developing the financial portfolios of clients by recommending investment strategies in Mutual Funds,PMS,and AIF. · Responsibilities include building long-term relationships with clients,Strong understanding of Mutual Funds,Portfolio Management Ser ...

This is a full-time role as Relationship Manager located in Pune. The job involves building and nurturing client relationships. · ...

Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. · Developing business through consultative engagement with Finance/Treasury heads and / or CEO's.  · Developing business through consultative engagement ...

Job Title: Relationship Manager Premium Accounts · Industry: BANKING · Experience: 2 to 5 Years (CASA Sales) · Location: Kalyani Nagar (Pune) · Job Responsibilities: · CASA acquisition & portfolio management · Cross-selling banking products (Insurance, Investments, Loans, etc.) ...

· Graduation & above · Age criteria: Up to 40 Years · ...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably with a background in Mutual Funds. · Roles and Responsibility · Devel ...

The Relationship Manager will be responsible for managing and nurturing client relationships, offering personalized financial planning advice, and assisting with investment and financial needs. · ...