Relationship Manager - Panjim / Panaji - confidential

    confidential
    confidential Panjim / Panaji

    1 day ago

    Full time ₹15,000 - ₹28,000 (INR) per year *
    Description
    • A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers
    • They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success

    Key Responsibilities:

    • Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention
    • Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information
    • Regularly assess the clients' needs and financial goals, offering appropriate products, services, and solutions
    • Business Development: Identify new business opportunities through market research and networking
    • Expand the client base by acquiring new customers through prospecting and lead generation
    • Presenting the organization's products or services to potential clients and showcasing their benefits
    • Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation
    • Create personalized financial plans and investment strategies to help clients achieve their financial goals
    • Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships
    • Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities
    • Maintain accurate and up-to-date client records and documentation
    • Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies
    • Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients
    • Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation

    Requirements:

    • Education: A bachelor's degree in finance, business administration, economics, or a related field is often required
    • Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses
    • Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred
    • Experience in the financial industry is advantageous
    • Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information
    • Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice
    * This salary range is an estimation made by beBee
  • Work in company

    Relationship Manager

    Only for registered members

    In this role you will supervise the business delivery under Banca team and primarily grow the business with profits. · ...

    Panaji

    2 weeks ago

  • Work in company

    Relationship Manager

    Only for registered members

    Banca Channel tie up with Saraswat Bank Graduation Mandatory Freshers Can apply Who can join Immediately giving more preference any doute plz call · ...

    Panaji, Ponda

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    ++We are looking for a confident high-energy professional to expand Boa Casa's presence within the design community. · ++Field Networking: Meet with industry professionals to pitch Boa Casa products for upcoming projects. · Client Relations: Provide expert consultations to HNIs a ...

    Panaji (Panjim, Pangim), Goa

    4 weeks ago

  • Work in company

    Relationship Manager

    Only for registered members

    Build long-term relationships with individual and corporate clients cross-sell and up-sell insurance products to existing clients. · Manage and maintain the existing client database effectively · Ensure timely renewal follow-ups policy servicing endorsements Address client querie ...

    Panaji, Goa

    1 month ago

  • Work in company

    Client Relationship Manager

    Only for registered members

    This is a full-time job for a Client Relationship Manager based in Panaji Goa. · The Client Relationship Manager manages client accounts ensures customer satisfaction resolves issues analyzes portfolios develops and executes portfolio strategies communicates effectively with clie ...

    Panaji ₹500,000 - ₹1,600,000 (INR) per year

    3 days ago

  • Work in company

    Merchant Relationship Manager

    Only for registered members

    The Merchant Relationship Manager will manage merchant relationships within a designated territory. · Managing POS volume and Average Monthly Balance (AMB) · Cross-selling of banking products such as General Insurance, Life Insurance, Demat accounts, and various loan products. · ...

    Panaji

    1 month ago

  • Work in company

    Client Relationship Manager

    Only for registered members

    The Client Relationship Managers manages client accounts ensures customer satisfaction resolves issues analyzes portfolios develops executes portfolio strategies communicates effectively with clients internal teams. · Should have knowledge of financial products Mutual Funds PMS A ...

    Panaji

    1 week ago

  • Work in company

    Merchant Relationship Manager

    Only for registered members

    The Merchant Relationship Manager will manage merchant acquisition and management, portfolio growth and profitability, cross-selling of banking products, stakeholder collaboration training support compliance documentation market analysis. · ...

    Panaji, Goa

    1 month ago

  • Work in company

    Customer Relationship Manager

    Only for registered members

    By Fastest Weight Loss Private Limited - Goa Team Sales Department · ...

    Panaji

    2 weeks ago

  • Work in company

    Relationship Manager

    Only for registered members

    Developing and managing relationships with new car buyers understanding their financial needs offering tailored car finance solutions building a strong network identifying potential customers providing excellent customer service ensuring a seamless and satisfying car buying exper ...

    Panjim, -Panjim-Patto Complex-GOA, Panjim, Goa, India

    1 month ago

  • Work in company

    Client Relationship Manager

    Only for registered members

    This position involves managing client accounts, ensuring customer satisfaction, resolving issues and communicating effectively. · ...

    Panaji, Goa ₹500,000 - ₹1,600,000 (INR) per year

    2 days ago

  • Work in company

    Relationship Manager-First Wealth

    Only for registered members

    + Develop and maintain strong relationships with existing First Wealth clients, and actively acquire new clients through referrals and other business development activities+p Understand the financial needs and goals of clients and provide them with suitable investment solutions a ...

    Panaji

    1 week ago

  • Work in company

    Relationship Manager-First Wealth

    Only for registered members

    IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager-First Wealth to join our team in Panaji, Goa. · ...

    Panaji, Goa

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    Manage and strengthen relationships with government bodies. · ...

    Goa

    4 weeks ago

  • Work in company

    Elite Relationship Manager

    Only for registered members

    We are seeking an Elite Relationship Manager to manage and grow relationships with High Net Worth clients. · Strong knowledge of trade finance. · Commercial lending. · Investment products. · ...

    Panjim, Goa, India

    4 days ago

  • Work in company

    Relationship Manager

    Only for registered members

    We are Hiring for Car Loan Relationship Manager & Branch Manager.The Relationship Manager Should Dynamic and Customer Oriented ,must be Promoting Car Loan Products,and ensuring Customer Satisfaction throughout the Loan Process. · ...

    North Goa, Panaji, South Goa

    1 month ago

  • Work in company

    Relationship Manager- Insurance_Rz

    Only for registered members

    We have opening for Relationship Manager- Insurance · Key Responsibilities: The Relationship Manager – Insurance will be responsible for managing and growing relationships with clients by offering suitable Life and Non-Life Insurance solutions. · Candidates should have preferably ...

    Goa

    1 month ago

  • Work in company

    Relationship manager

    Only for registered members

    Generate leads and cross sell banking products. · ...

    North Goa, South Goa

    3 weeks ago

  • Work in company

    Relationship Manager

    Only for registered members

    Work on customer leads provided from company or by RMs and meeting with customers on appointment basis to close lead. · ...

    North Goa, Panaji, South Goa

    3 days ago

  • Work in company

    Service Relationship Manager

    Only for registered members

    The role holder has the responsibility of managing clients on behalf of the bank creating and maintaining strong relationships that increase client satisfaction and the sale of products and services contributing to larger objectives. · ...

    Goa

    3 weeks ago

Jobs
>
Relationship manager
>
Jobs for Relationship manager in Panaji