- Develop and maintainlongterm relationships with clients
- Maximizerevenue through crossselling and upsellingstrategies
- Provide financial guidance andadvice to clients
- Collaborate with internalteams to address client needs
- Lead negotiationswith clients on contracts and pricing
- Monitorand analyze client performance andsatisfaction
- Resolve escalated client issuesand concerns
- Stay updated on industry trendsand market conditions
- Prepare and presentreports on client portfolioperformance
- Implement retention and growthstrategies for the client base
- Assess andmitigate risks related to clientrelationships
- Conduct regular client meetingsand communications
- Manage a team ofrelationship managers providing guidance andsupport
- Ensure compliance with regulations andinternal policies
- Identify opportunities forbusiness expansion and marketpenetration
- Bachelors degree inBusiness Finance or related field
- Provenexperience in relationship management orsales
- Strong understanding of financialproducts and services
- Excellent communicationand interpersonal skills
- Ability to analyzedata and make strategic recommendations
- Proventrack record of meeting and exceeding salestargets
- Ability to lead and motivate ateam
- Knowledge of industry regulations andcompliance standards
- Excellent negotiation andconflict resolution skills
- Customercentricmindset with a focus on clientsatisfaction
- Proficiency in CRM software andMicrosoft Office suite
- Ability to multitask andprioritize in a fastpaced environment
- Goodunderstanding of market trends and economicindicators
- Certification in financial planningor related field is a plus
- Ability to travel asneeded
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Relationship Manage
5 hours ago
Headstart Manpower Consultants Mumbai, IndiaInterested / Know Some one who may be - Call - ** Sonia** · Job Code - **INSURANCERMMUMSONIA23PM** · Location**: · - Kandivali, Mumbai** · Designation · - **Relationship Manage/Commercial (Non · - Motors)** · **Responsibilities**: · - 1) Identifying and Managing Prospects out of ...
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Relationship Manager
1 day ago
YES BANK Mumbai, IndiaCore Responsibilities · Relationship Management : · Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment · Develop, manage, and expand YES FIRST customer relationships by pr ...
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Relationship Manager
1 week ago
Mahindra Holidays & Resorts India Limited Mumbai, IndiaPosition Name - Relationship Manager / Sr. Relationship Manager · Education - Min. Graduate · Experience – Minimum 1 year experience in direct sales · Preferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce · JD for Rela ...
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Relationship Manager
1 week ago
Anand Rathi Share and Stock Brokers Ltd Mumbai, IndiaAs a Relationship Manager, your primary responsibility is to identify, evaluate, and secure new franchise opportunities for the company. You will play a crucial role in expanding the company's franchise network by developing relationships with potential franchisees, conducting ma ...
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Relationship Manager
5 days ago
Circle Wealth Advisors Private Limited Mumbai, IndiaCompany Description · Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. · Role Description ...
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Relationship Manager
1 hour ago
Easy Home Finance Limited Mumbai, IndiaAs a RM for Direct Selling Agents (DSA) and Connectors, you will play a pivotal role in driving the company's DSA / Connector strategy and expanding DSA / Connector base. You will be responsible for managing network of DSAs and connectors, fostering strong relationships, and achi ...
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Relationship Manager
1 week ago
Corphive Mumbai, IndiaSource new customers to generate revenue for fund Based and non-fund based products and · increase customer base. · Strengthen relationship with existing customer base so as to generate sustained business and · identify opportunities for cross sell. · Ensure prudent portfolio man ...
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Relationship Manager
2 days ago
Shapoorji Pallonji Finance Private Limited Mumbai, IndiaWe are looking for candidates with years of relevant experience in Anchor/ Vendor, Relationship Management - Supply Chain Finance. Candidates can apply from Fintech/NBFC/Banks. · Key Responsibilities / Accountabilities · The objective is to provide our clients with a best-in-clas ...
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Relationship Manager
1 week ago
SMEST Capital Private Limited Mumbai, IndiaAbout the Company: · SMEST Capital, is a fintech to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited ...
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Relationship Manager
1 week ago
Intellectual Capital HR Consulting Pvt. Ltd. Mumbai, IndiaAbout the Company/Business · Debt Capitals Market (DCM) team is part of the Wholesale Banking Group. The team works across sectors to structure & procure debt financing solutions across situations like balance sheet funding, structured financing, project financing, sustainable fi ...
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Relationship Manager
5 days ago
TM Inputs And Services Private Limited Mumbai, India Full timeHi, · We are hiring for Relationship Manager profile for Bajaj Capital Ltd for Mumbai location · Please go through below job description for the same. · The CTC bracket, age criteria and total experience required are given below. · Age Criteria: Up to 36 (M/F) · Designation an ...
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Relationship Manager
1 day ago
Virtuous Advisors & Resources Private Ltd Mumbai, IndiaKey Responsibilities: · - To enable growth in SCF Business by identifying potential clients through self-sourcing, target market technique and referral networks. · - Responsible for deal origination, structuring, sanction & disbursements of SCF products to large/medium corporat ...
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Relationship Manager
1 day ago
FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED Mumbai, IndiaResponsibilities- · Cold calls on leads provided. · Explain entire OFA platform to IFAs · Convince the IFAs to register on the OFA platform · Getting Registration process done for the IFAs on the system. · Qualifications Required- · Any Graduate. · Personal Traits: · Communicatio ...
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Relationship Manager
5 days ago
Kotak Mahindra Bank Limited Mumbai, India Full timetions) · The Kotak Mahindra Group · The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The Group today offer ...
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Relationship Manager
1 week ago
Corphive Mumbai, IndiaKey Responsibilities: · Treasury & Markets requires building and sustaining relationships with the clients in Corporates for Treasury products. · Build and strengthen relationships with Corporate Clients across India in the Corporates for Treasury Products. · Constantly cover and ...
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Relationship Manager
5 days ago
Tata Mutual Fund Mumbai, India Full timeJob Description · Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management · . Address HNI clients for investment requirements, through exclusive product bouquet and superior and se ...
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Relationship Manager
1 week ago
Arun Gupta Advisors Pvt Ltd Mumbai, IndiaCompany Description · Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and debt co ...
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Relationship Managers
5 days ago
Deutsche Bank India, Mumbai Full timeRelationship Managers / Branch Service / Channel Heads · Position Overview · Relationship Manager JD - · Acquisition · Assist in executing successful micro-events for acquisition of new clients · Acquire new accounts from group companies / family of existing customers · Acquire ...
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Relationship Manager
1 week ago
mutual fund company Mumbai Metropolitan Region, IndiaHiring for institutional sales at a mutual fund company. · Minimum of two years' experience in institutional sales with MF products. · Location: Mumbai, Ahmedabad, and Kolkata. · CTC up to 18 Lacs · Interested candidates can send their resumes to or WhatsApp at · ...
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Relationship Manager
4 days ago
Aartham FinExpert Mumbai, IndiaCompany Description · We Deal in all kind of financial products like Equity, Currencies, Commodities, Mutual Funds, Life Insurance, Loans & Bonds. · Role Description · This is a full-time on-site role for a Human Resources Manager at Aartham FinExpert in Mumbai. The Human Resourc ...
Senor Relationship manager - Mumbai, India - Xponent n Services
Description
Overview
As a SeniorRelationship Manager you will play a crucial role in building andmaintaining strong relationships with clients. You will beresponsible for overseeing the customer experience growing revenueand ensuring client satisfaction. This position is vital to theorganizations success as it directly impacts client retention andbusiness growth.KeyResponsibilities
RequiredQualifications
negotiation,clientmanagement,financial analysis,communication