Client Relationship Manager Jobs in India

Ability to manage multiple clients and priorities. Strong client relationship and interpersonal skills. Good project and task management abilities. Strong follow-up and coordination skills. Ability to work under pressure and meet deadlines. Ability to manage multiple clients and priorities. Problem-solving and decision-making abilities. Professional and customer-centric approach. Good understanding of MS Office / Google Workspace and CRM or project-management tools. Excellent verbal and written communication skills.

About Lucia: Fast-growing financial services company in Eluru offering investments, loans, insurance and advisory.Role: Manage and grow a portfolio of high-value clients and guide Relationship Executives.Responsibilities: Grow client investments (AUM); Run portfolio reviews and recommend products; Acquire HNI clients through referrals; Coach Relationship Executives; Ensure KYC and compliance; Meet revenue targets.Requirements: Graduate/MBA Finance; 3+ years in wealth management, broking, banking or insurance with a client book; NISM V-A/VIII preferred; Fluent Telugu and English; Local network a plus.We offer: Fixed salary + incentives; NISM training support; clear growth path. On-site at 1st Floor, Sri Sai Complex, D Mart Road, Eluru 534002 (Mon-Sat).Apply: Email your CV to manoj.luciafinserv@gmail.com with subject Relationship Manager - Eluru.

Position: Senior Marketing ExecutiveExperience: 3+ YearsQualification: MBA (Marketing preferred)Location: Gurugram, HaryanaJob ResponsibilitiesGenerate leads and identify new business opportunities.Manage digital marketing activities, social media platforms, and brand promotion.Build and maintain relationships with clients, architects, interior designers, and business partners.Conduct market research and competitor analysis to identify growth opportunities.Plan and execute marketing campaigns, promotional activities, and client engagement initiatives.Coordinate with the sales and business development teams to achieve business targets.Monitor marketing performance and prepare regular reports.RequirementsMBA in Marketing or a related field.Minimum 3 years of relevant marketing experience.Experience in construction, real estate, or interior design marketing will be preferred.Strong communication, negotiation, and client management skills.Knowledge of lead generation, branding, and marketing campaigns.Ability to work independently and achieve marketing objectives.If you are interested please share ur cv atcapitalplacement21@gmail.com9315507817

WE ARE HIRING - ACCOUNT EXECUTIVEIndustry: Transport & Logistics / Pharmaceutical & Cold Chain Logistics Location: Rajpura, Punjab Experience: 1-3 Years PreferredKey Responsibilities:Manage client relationships and handle customer inquiriesCoordinate with operations and dispatch teamsTrack shipments and provide timely client updatesPrepare quotations and maintain client recordsSupport billing, invoicing and documentationPrepare reports and monitor service performanceResolve client issues and ensure service qualitySupport business development and client retentionCandidate Profile:Graduate in Business, Commerce, Logistics or a related field preferredExperience in client coordination, account management or logistics operationsTransport, pharmaceutical or cold chain logistics experience preferredGood knowledge of MS Excel and MS OfficeTally and billing knowledge will be an added advantageStrong communication, coordination and problem-solving skillsAbility to manage multiple tasks and client accountsWilling to work on-site in Rajpura, Punjab Apply Now - Penguin Consultants 9464578407 / 8284843707 prathna@penguinconsultants.co.in https://lnkd.in/enhMGpXh

A. Client acquisition and business development- Identify and approach prospective clients through calls, references, meetings, campaigns, and networking.- Explain the benefits of opening a demat and trading account.- Generate leads and convert prospects into active clients.- Achieve monthly targets for account openings, activation, revenue, and client retention.- Promote eligible products and services such as equity delivery, intraday trading, derivatives, mutual funds, and other permitted investment products, subject to the company's registrations and authorisations.B. Client relationship management- Maintain regular contact with clients and understand their service requirements.- Help clients with account opening, KYC documentation, platform access, and basic operational queries.- Provide updates about company services, market developments, and product features using approved information.- Coordinate with the dealing desk, research team, operations, compliance, and customer support.- Handle client complaints promptly and escalate unresolved issues through the prescribed process.C. Revenue generation and retention- Build a sustainable client base with consistent service and transparent communication.- Monitor client activation, trading activity, assets under service, and retention.- Identify opportunities to offer suitable additional services within the company's authorised scope.- Maintain accurate records of client interactions, leads, follow-ups, and conversions in the CRM.

Looking for a dynamic and results-oriented Business Development Executive to drive sales growth, develop new business opportunities, expand market reach, and build strong relationships with clients and channel partners across Tamil Nadu.Key Responsibilities:Achieve sales targets and drive revenue growth across assigned territories.Identify and develop new markets and channel partner networks.Recruit, onboard, and manage resellers and business partners.Identify potential clients and develop strategic business relationships.Plan and execute sales strategies to expand market presence.Generate new leads and convert them into business opportunities.Identify and establish strategic partnerships to support business growth.Conduct market visits to understand customer requirements and explore new opportunities.Maintain strong relationships with clients, channel partners, and industry stakeholders.Required Skills & Qualifications:Minimum 5+ years of experience in sales and business development.Proven track record of achieving sales targets and business growth.Strong communication, negotiation, and relationship management skills.Good understanding of channel sales, reseller management, and market expansion.Ability to identify new business opportunities and develop effective sales strategies.Fluency in English, Tamil, and Hindi.Male candidates below 25 years of age.Experience in the signage or related industry is preferred.

Job Title: Relationship Executive / Relationship ManagerAbout RichHarborRichHarbor is a financial services platform offering solutions across unlisted shares, private markets, life insurance, corporate finance, and capital solutions.## Job Responsibilities- Build and maintain strong relationships with clients, financial professionals, and business partners.- Identify new business opportunities through calls, referrals, networking, and follow-ups.- Schedule and attend client meetings, partner meetings, and business development meetings to generate new business.- Conduct face-to-face meetings with prospective clients, bankers, wealth managers, and other financial professionals.- Understand client requirements and recommend suitable financial solutions.- Follow up with prospective clients and convert leads into business opportunities.- Coordinate with internal teams for quotations, documentation, transactions, and client servicing.- Maintain accurate client records, meeting updates, sales reports, and follow-ups in the CRM or company sheet.- Achieve assigned business development and relationship management targets.## Requirements- 2-5 years of experience in sales, relationship management, business development, banking, insurance, or financial services.- Excellent communication, interpersonal, and negotiation skills.- Ability to build client relationships and generate business.- Willingness to travel locally for client and partner meetings, as required.- Basic knowledge of financial products, banking, or insurance is preferred.- Comfortable with calling, follow-ups, face-to-face meetings, and working in a target-driven environment.- Proficiency in MS Excel and basic computer applications.## What We Offer- Competitive salary based on experience.- Performance-based incentives, where applicable.- Exposure to financial services and wealth management solutions.- Career growth opportunities in a growing financial services company.Location: Gurugram, HaryanaJob Type: Full-Time Work From OfficeExperience: 2-5 YearsSalary: Depending on experience and skills.Interested candidates can apply with their updated CV.

As a Guest Service Assistant, you will play a vital role in ensuring a welcoming and pleasant experience for our guests.Your key responsibilities will include greeting and assisting guests with their check-ins and handling reservations. You will be responsible for addressing inquiries and providing essential information about services and available amenities. Additionally, you will handle guest complaints with professionalism, ensuring a positive experience for all visitors.The ideal candidate should possess strong communication and interpersonal skills to interact effectively with guests. A friendly attitude and the ability to maintain a professional demeanor in all situations are essential. Attention to detail and problem-solving skills will enable you to address guest concerns promptly. Your role will also require you to be comfortable working in a fast-paced environment.As a full-time position based in Mohali Sector 67, you will be required to work from the office. A minimum educational qualification of 12th pass is essential. This role is open exclusively to female candidates, and no prior experience is required, making it a great opportunity for those beginning their careers in hospitality. In summary, as a Guest Service Assistant, you will be key to creating memorable experiences for guests, ensuring that their needs are met with care and efficiency.

Job Title: Sales - Key Account Manager Location: AhmedabadPosition Type: Full TimeJob Summary: The Key Account Manager is responsible for developing and maintaining strong relationship with Key Account (Corporate) clients. Driving customer satisfaction and ensuring the delivery of exceptional service. This role involves sales, collaboration and account growth with various key accounts.KRA: Client Relationship Management: Generate, Develop and Maintain relationship with key client s, serving as their primary point of contact and addressing their needs and concerns promptly. Account Strategy: Create and implement strategic plans for each key account to ensure their long term success and satisfaction with the Company's goal. Sales Growth: Identify and purse opportunities to expand business with key account including up selling and cross selling additional offering to key account. Performance Tracking: Monitor and report on account performance, analysing metric and KPI to ensure goals are met and address any issues or opportunities for improvement. Coordination and collaboration: Work closely with internal teams such as sales, clinical as well backend team to ensure a cohesive approach to meeting client needs. Problem Resolution: Address and resolve any issues or conflicts that arise with key accounts, ensuring a positive resolution and mainlining customer satisfaction. Market insight: Stay informed about industry trends, market conditions and competitors to provide relevant information and insights.Qualification: Education: Bachelor's Degree desired and Master's degree preferred. Experience: Proven Experience as a Key Account Manager with track record of managing key accounts and achieving sales targets (3 years +), Preferred industry: Diagnostics and laboratory business experience is preferred / Pharma OR other industry relevant experience is also acceptable.Skills : Strong interpersonal and communication skills , strategic mindset , self motivated and result driven Salary: 6 lac per annum + Incentive Share your CV/resume 9319808242 or mail aicsconsultancy16@gmail.com

We are seeking a dedicated Wealth Advisor to join our team in Siliguri, India. This role is ideal for individuals with 2 to 5 years of experience in finance or investment services.nnAs a Wealth Advisor, you will guide clients in managing their financial assets and investments. You will work closely with them to develop personalized strategies that align with their financial goals.nnKey Responsibilities:nn1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment goals. Build strong relationships to foster trust and loyalty.nn2. Investment Strategy Development: Create tailored investment plans that suit individual client profiles, incorporating various investment products and services.nn3. Market Research: Stay updated on market trends, economic news, and financial products to provide informed advice to clients.nn4. Performance Monitoring: Regularly review and assess clients' portfolios, making necessary adjustments to optimize performance and meet changing needs.nn5. Compliance and Reporting: Ensure all financial practices adhere to regulatory standards, and provide clients with accurate reports and documentation.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication skills to effectively convey complex financial ideas to clients. A solid understanding of investment principles and financial markets is essential. You should be proactive, detail-oriented, and capable of working in a team-oriented environment. The ability to build lasting client relationships is crucial for success in this role.

A Business Associate is a versatile professional who serves as the backbone of an organisation's day-to-day operations, project coordination, and growth strategies. Because this role exists across multiple departments-such as operations, sales, finance, and product management-the specific duties can vary.The Business Associate will support various business units by tracking project milestones, managing stakeholder communications, and analysing operational data. This role requires a highly organised individual who can seamlessly bridge the gap between administrative management and strategic planning. The ideal candidate is a proactive problem-solver capable of managing multiple priorities in a fast-paced environment.

Senior Executive / Assistant Manager - SalesLocation: BangaloreExperience: 4-5 YearsIndustry: Logistics / Freight ForwardingWe are hiring a Sales professional with strong experience in logistics and freight forwarding to drive business development and client acquisition in Bangalore.Key ResponsibilitiesGenerate new business through field sales and client visits.Develop and maintain relationships with importers and exporters.Handle Air Import, Air Export, Sea Import & Sea Export services.Generate leads, negotiate with clients, and achieve sales targets.Coordinate with internal teams for smooth shipment execution and customer service.RequirementsGraduate with 4-5 years of relevant Logistics/Freight Forwarding sales experience.Strong knowledge of Air & Sea Import/Export.Established importer/exporter client base in Bangalore preferred.Kannada & English mandatory; Tamil/Hindi is an advantage.Immediate joiners or short notice preferred.

Job Description - Sales & Marketing ExecutiveIndustry: Corporate Gifting & Customized MementosDepartment: Sales & MarketingPosition: Sales & Marketing ExecutiveEmployment Type: Full-TimeRoles & ResponsibilitiesIdentify and generate new business opportunities from corporate companies, institutions, event management companies, associations, educational institutions, government organizations, and other potential customers.Approach prospective clients through telephone calls, emails, WhatsApp, direct meetings, references, networking, and other business development activities.Understand customers' requirements for corporate gifts, customized mementos, trophies, awards, promotional products, and personalized gifting solutions.Present appropriate products, designs, customization options, and pricing based on client requirements.Prepare quotations and proposals and regularly follow up with customers for order confirmation.Coordinate with the design and production teams regarding artwork, samples, product specifications, customization, quantities, and delivery schedules.Maintain regular communication with existing customers and develop long-term business relationships.Generate repeat orders from existing corporate clients.Conduct client meetings and product presentations when required.Follow up on sales enquiries, quotations, samples, purchase orders, payments, and deliveries.Maintain proper records of enquiries, quotations, customer interactions, orders, and sales follow-ups.Identify new market opportunities and develop strategies to increase corporate sales.Participate in exhibitions, corporate events, trade fairs, networking events, and promotional activities when required.Collect customer feedback and coordinate internally to ensure customer satisfaction.Achieve monthly, quarterly, and annual sales targets assigned by the management.Monitor competitor products, market trends, pricing, and customer requirements.Build and maintain a strong database of potential and existing corporate customers.Candidate RequirementsGraduate or equivalent qualification.Previous experience in Corporate Sales, B2B Sales, Corporate Gifting, Promotional Products, Printing, Advertising, Events, Awards & Mementos, or related industries will be preferred.Freshers with good communication and sales skills may also be considered.Good communication, presentation, negotiation, and interpersonal skills.Ability to understand customer requirements and recommend suitable customized products.Strong follow-up and relationship-management skills.Basic knowledge of MS Office, email communication, WhatsApp Business, and CRM/customer database management.Self-motivated, target-oriented, and capable of working independently.Willingness to meet clients and travel locally for business development when required.Key SkillsCorporate Sales B2B Sales Business Development Lead Generation Client Relationship Management Corporate Gifting Customized Mementos Negotiation Customer Follow-up Sales Closing Marketing Client MeetingsKey Performance Indicators (KPIs)Performance will primarily be evaluated based on:Number of new corporate leads generatedNumber of client meetings conductedQuotations and proposals submittedSales conversion ratioMonthly sales revenueNew corporate customers acquiredRepeat business from existing customersCollection/payment follow-upCustomer satisfaction and retention

We are looking for a Corporate Relations Executive to build and maintain strong relationships with companies and hiring partners. The role involves connecting with organizations to identify job openings and creating employment opportunities for our students.Key Responsibilities:Build and maintain relationships with companies and corporate hiring partners.Contact companies regularly to understand their current and upcoming hiring requirements.Identify and generate relevant job openings for students and candidates.Coordinate with HR teams and recruiters regarding vacancies and recruitment requirements.Share suitable candidate profiles with companies based on their requirements.Coordinate interviews, recruitment drives, and other hiring activities.Maintain regular communication and follow-ups with corporate clients.Develop new corporate connections and expand the institute's hiring network.Maintain records of companies, job openings, and recruitment activities.Coordinate internally with the placement team to ensure smooth candidate-company communication.Requirements:Good communication and interpersonal skills.Confident in speaking with HRs, recruiters, and corporate representatives.Strong follow-up and relationship-building skills.Basic knowledge of recruitment and hiring processes.Ability to communicate professionally through calls, emails, and WhatsApp.Freshers with good communication skills can also apply.Preferred Experience:0-2 years in Corporate Relations, Business Development, Recruitment, Client Relations, Placement, or a similar role.Key Objective:To develop strong corporate relationships and consistently bring relevant job opportunities and hiring requirements for the institute's students.

Location: GoaJob Type: Full-timePay: 15,000.00 - 20,000.00 per monthAbout the Role:We are looking for a Goa-based Client Relationship Associate to join the Kalakriti and Orbit Decor. In this role, you will act as a primary point of contact for our hospitality clients across Goa, including hotels, resorts, and restaurants. You will showcase our product ranges, understand client requirements, and coordinate orders from initial enquiry through to completion.Key Responsibilities:Identify and connect with potential hospitality clients (hotels, resorts, restaurants, and cafes) across Goa.Schedule and conduct product presentation meetings with purchase managers, general managers, and key decision-makers.Present product lines from Kalakriti, including ceramic, glassware, and studio pottery collections (tableware, serveware, drinkware, and dcor).Present product lines from Orbit Decor, including banquet linen, table linen, bed & bath linen, and soft furnishings.Prepare and share quotations, follow up on incoming enquiries, and assist clients through the ordering process.Maintain organized records of client interactions, meeting outcomes, and account status.Required Skills & Experience:Prior experience in B2B client management, business development, or hospitality account handling.Good understanding of the hospitality sector and client purchasing workflows.Strong communication, presentation, and interpersonal skills.Willingness to travel locally within Goa for scheduled client visits.How to Apply:Please apply with your updated CV, indicating your current location and availability to join.Work Location: In person (Goa)

Key Responsibilities 1. Field Sales & Revenue GrowthAchieve assigned monthly, quarterly, and annual sales targets.Conduct regular field visits to retailers, dealers, distributors, and potential customers.Generate new business opportunities and convert prospects into active customers.Drive sales of company products across the assigned territory.Identify opportunities to increase sales from existing customers.Follow up on inquiries, orders, quotations, and pending payments wherever applicable.Ensure timely order booking and execution.

We are looking for a dedicated Client Relationship Manager to build and maintain strong relationships with our clients. The ideal candidate will have 1 to 3 years of experience and will work full-time in our Delhi NCR office.Key Responsibilities:- Client Communication: You will serve as the main point of contact for clients, ensuring timely and effective communication to address any queries or concerns.- Relationship Building: Your role involves fostering strong relationships with clients to enhance their overall satisfaction and loyalty to our services.- Account Management: You will manage client accounts, understanding their needs and tailoring solutions to meet their objectives effectively.- Feedback Collection: Regularly gather feedback from clients to identify areas for improvement and help the team enhance service delivery.- Reporting: Prepare reports outlining client interactions, issues, and resolutions to keep the management informed and improve processes.Required Skills and Expectations:- Strong communication skills are essential for engaging with clients and understanding their needs effectively.- Excellent interpersonal skills to build rapport and maintain positive relationships with clients and team members.- Problem-solving skills are necessary to address client issues and provide timely solutions.- Proficiency in using CRM software and MS Office tools to manage client data and prepare reports.- A professional demeanor and the ability to work independently in a team-oriented environment.- A proactive approach with a willingness to learn and adapt to new challenges in the role.

Hiring Sales Executive - Dental Implants for Chennai to drive sales, acquire new clients, and expand business any successfully.QualificationsAcquisition skills and focus on target audience.Graduate/BDS/ Post Graduates Good Communication and negotiation skills , ability to handle key accounts and manage geographically.Minimum 1 years work experience in the Medical Dental Industry/experience in selling Dental Products.If you are interested please share ur CV

We are looking for a motivated Sales Executive to join our team in MG Road. This role requires a candidate with 1 to 2 years of experience in sales, preferably male. The position is full-time and requires the executive to work from the office.Key Responsibilities:- Lead Generation: Identify and reach out to potential clients to build a pipeline of sales opportunities. This involves researching prospects and initiating contact to create interest in our products.- Client Meetings: Arrange and conduct meetings with potential clients to present our offerings. This includes understanding their needs and explaining how our products can meet those needs.- Sales Presentation: Prepare and deliver engaging presentations to showcase our products effectively. A good presentation can help convince clients to make a purchase.- Relationship Management: Build and maintain strong relationships with clients to encourage repeat business. This means following up with clients and addressing any concerns they may have.- Sales Reporting: Track and report on sales activities and results. Keeping accurate records helps us understand what works and where we can improve.Required Skills and Expectations:The ideal candidate should possess excellent communication and interpersonal skills to interact well with clients. A passion for sales and a proactive attitude are essential for success in this role. Candidates must be detail-oriented, capable of multi-tasking, and able to work independently as well as a part of a team. Basic computer skills and familiarity with sales software are also important.

seeking a dynamic and results-oriented Corporate Sales Manager to drive business growth and sales strategy in North and East India and a proven track record in corporate sales, and the ability to upsell and maintain higher profit margins

Ability to manage multiple clients and priorities. Strong client relationship and interpersonal skills. Good project and task management abilities. Strong follow-up and coordination skills. Ability to work under pressure and meet deadlines. Ability to manage multiple clients and priorities. Problem-solving and decision-making abilities. Professional and customer-centric approach. Good understanding of MS Office / Google Workspace and CRM or project-management tools. Excellent verbal and written communication skills.

Job Summary We are seeking a dynamic and results-oriented Resident Sales Engineer to join us in the Pune region. The successful candidate will be responsible for promoting and selling our products and services, and ensuring customer satisfaction. The role requires a sales acumen expertise to effectively address customer needs and drive business growth. Key Responsibilities Sales Activities: Identify and pursue new business opportunities for Welding Equipments, Accessories and Spares within the Pune region. Conduct Presentations and Demonstration as necessary. Develop and execute strategic sales plans to meet revenue targets and expand the customer base. This requires extensive field travelling in Pune and surrounding region. Customer Relationship Management: Build and maintain strong relationships with existing and potential customers. Understand their needs, provide tailored welding solutions, and ensure high levels of customer satisfaction. Market Analysis: Conduct market research to identify trends, competitors, and opportunities. Provide insights and recommendations to improve sales strategies and product offerings. Reporting: Prepare and submit regular sales reports, forecasts, and performance metrics to the General Manager at head office. Compliance: Ensure adherence to company policies, industry regulations, and safety standards during all sales and service activities. Qualifications Educational Background: Bachelor's degree OR Diploma in any field. Acumen of Sales and Marketing Activities Experience: Minimum of 2 years of experience in sales preferably (industrial sales). Industry Knowledge: Have a fair understanding of geography of the region and identify potential customer. Technical Skills: Strong technical knowledge of industrial products and services. Proficiency in using CRM software and sales tools. Communication Skills: Excellent verbal and written communication skills in English, Hindi and Marathi. Ability to convey technical information clearly and persuasively. Customer Focus: Demonstrated ability to understand customer needs and provide effective solutions. Strong interpersonal skills and a customer-centric approach. Self-Motivation: Highly motivated and driven to achieve sales targets. Ability to work independently and as part of a team. Travel: Willingness to travel within the Pune and nearby regions to meet customers and attend industry events. Benefits Competitive salary and performance-based incentives. Professional development and training opportunities. Company-provided transportation or travel allowance. Supportive and collaborative work environment.

Position Overview We are seeking a dynamic and enthusiastic Business Development Executive to join our team for field sales of industrial chemicals and lubricants across Maharashtra. The ideal candidate will have a passion for sales, an understanding of industrial applications, and a proven track record in industrial sales. Key Responsibilities Identify and target potential clients in the industrial sector for industrial maintenance chemicals and lubricants. Develop and maintain relationships with existing clients, ensuring high levels of client satisfaction. Prepare and deliver presentations, demonstration to clients, highlighting the benefits and applications of our products. Negotiate sales contracts and close deals to meet and exceed sales targets. Provide technical support and advice to clients regarding the use of our products in their applications. Prepare regular reports on sales activities, market trends, and client feedback. Travel extensively across Maharashtra to meet clients and conduct sales activities. Requirements Bachelors degree in any stream. Minimum of 1-2 years of experience in industrial sales, preferably in lubricants. Acumen of Sales and Marketing Activities Strong understanding of industrial applications and the ability to provide technical advice. Excellent communication and interpersonal skills. Strong negotiation and closing skills. Ability to travel extensively across Maharashtra. Self-motivated, with a dedication and zeal for sales. Incentives Attractive incentive structure based on sales performance. Opportunities for career growth and development within the company. Comprehensive training and support provided.

Position: Senior Relationship Manager Experience: 7+ YearsLocation: Bengaluru, KarnatakaEmployment Type: Full-timeJob DescriptionTalent Zone Consultants is looking for an experienced Senior Relationship Manager for a leading BFSI organization in Bengaluru. The candidate will be responsible for managing and growing an existing client portfolio, acquiring new customers, increasing revenue and wallet share, and providing suitable banking/financial solutions.Key ResponsibilitiesManage and deepen relationships with existing corporate, business, HNI or affluent clients.Identify and acquire new-to-bank customers through market mapping, referrals and networking.Drive revenue, portfolio growth, customer acquisition and wallet-share targets.Understand client business/financial requirements and recommend appropriate banking and financial products.Cross-sell products such as loans, working-capital facilities, trade finance, cash management, insurance, investments and other banking solutions.Develop and execute client acquisition and relationship-growth strategies.Conduct regular client meetings, portfolio reviews and business discussions.Coordinate with Credit, Risk, Product, Operations and Compliance teams to ensure smooth delivery of solutions.Prepare business proposals and support credit appraisal/structuring wherever applicable.Monitor portfolio performance, customer satisfaction and potential business/risk issues.Maintain strong knowledge of market trends, competitor offerings and BFSI products.Ensure adherence to KYC, AML, RBI regulations, internal policies and responsible-sales practices.Maintain accurate customer records, pipeline reports and MIS.Meet and exceed individual and team business targets.Candidate Requirements7+ years of relevant experience in Relationship Management, Corporate Banking, Business Banking, Retail/Commercial Banking, Wealth Management, NBFC or Financial Services.Graduate degree required; MBA/CA preferred for corporate/business banking roles.Proven track record of client acquisition, portfolio growth and revenue generation.Strong understanding of banking products and financial solutions.Experience managing high-value/corporate client relationships preferred.Strong negotiation, presentation and stakeholder-management capabilities.Ability to independently manage targets, client portfolios and business development activities.

We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.