Customer Relationship Manager - Pune, Maharashtra

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 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 ...

+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 ...

Build effective relationships with assigned banks in the region to grow business. · ...

Full-time Relationship Manager role located in Pune. Manage and nurture client relationships, understand client financial goals and propose suitable financial products. · ...

Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored wealth management solutions. · ...

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

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 ...

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 ...

Drive life insurance sales through partner bank branches and build strong relationships with bank staff for lead generation. · ...

This is a full-time position in Pune for the role of Relationship Manager. · ...

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 ...

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. · ...

A Relationship Manager is responsible for acquiring new clients through various sources generating new business using existing and potential customer networks interviewing clients to determine their current income expenses insurance coverage tax status financial objectives risk t ...

This is a full-time role based in Pune for a Relationship Manager. The Relationship Manager will engage with clients to understand their real estate needs and provide expert advice on property options. · ...

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. · ...

· Roles & Responsibilities · • Responsible for Institutional sales or Key Accounts Management. · • Experience in directly handling Family Offices / HNI / SME clients / Corporates. · • Drive business growth in Institutional Investor Space for the Company. · • An Expert in B2B sal ...