106

Bank Manager Job Vacancies in Bangalore

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  • 8 - 10 yrs
  • Bangalore
SME Relationship Manager Senior Relationship Manager SME Lending MSME Lending Business Banking Business Loans Working Capital Loans Term Loans LAP Loan Origination Loan Processing Credit Assessment Credit Analysis Credit Appraisal Credit Underwriting Financial Analysis Financial Statement Analysis Cash Flow Analysis Customer Acquisition Portfolio Management Portfolio Growth Relationship Management Business Development Revenue Growth Cross Selling Upselling DSA Managemen
SME Relationship Manager Company: Talent Zone ConsultantJob Title: Senior SME Relationship Manager / SME Lending Relationship ManagerExperience: 8-10 YearsLocation: Bangalore / Mysore / ChennaiEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced SME Relationship Manager with 8-10 years of experience in SME lending, business banking, NBFC, FinTech or financial services.The ideal candidate will be responsible for SME customer acquisition, credit assessment, loan sourcing, portfolio management and revenue growth. The role requires strong knowledge of working capital, business loans, term loans and secured/unsecured SME lending, along with the ability to build long-term relationships with SME clients.Current SME banking roles in Bangalore emphasize acquiring, growing and retaining profitable SME portfolios, structuring appropriate credit facilities and managing portfolio returns.Key ResponsibilitiesAcquire new SME/MSME customers through direct sourcing, referrals, channels and market outreach.Develop and maintain strong relationships with SME business owners, promoters and key decision-makers.Manage the complete lending lifecycle from lead generation to sanction and disbursement.Understand customer business models, financial requirements and working-capital needs.Conduct preliminary credit assessment and financial analysis of SME borrowers.Analyse financial statements, cash flows, banking transactions and repayment capacity.Prepare and coordinate credit proposals and loan documentation with Credit and Risk teams.Handle Working Capital Loans, Term Loans, Business Loans, LAP and other SME lending products.Coordinate with Credit, Operations, Legal, Risk and Collections teams for timely processing and disbursement.Manage and grow an existing SME lending portfolio while maintaining portfolio quality.Track customer repayment behaviour, exposure, delinquency and credit risk.Identify cross-sell and up-sell opportunities across lending, payments, cash management and other financial products.Achieve monthly/quarterly acquisition, disbursement, revenue and portfolio growth targets.Build relationships with DSAs, channel partners, brokers and referral networks.Monitor market trends, competitor offerings and emerging SME financing opportunities.Ensure compliance with internal policies, KYC requirements, credit guidelines and applicable regulations.Required SkillsCore Skills:SME Lending, MSME Lending, Business Banking, Credit Assessment, Credit Analysis, Loan Processing, Loan Origination, Customer Acquisition, Portfolio Management, Relationship Management, Business Development, Financial Analysis, Financial Statement Analysis, Working Capital Loans, Term Loans, Business Loans, LAP, Secured Lending, Unsecured Lending, Credit Appraisal, Credit Underwriting, Risk Assessment, Portfolio Growth, Revenue Growth, Cross Selling, Upselling, Channel Management, DSA ManagementAnalytical / Technology Skills:Financial Modelling, Credit Risk Analysis, Banking Analysis, Cash Flow Analysis, MS Excel, CRM, MIS Reporting, Portfolio Analytics, Business AnalyticsSoft Skills:Client Relationship Management, Stakeholder Management, Negotiation Skills, Communication Skills, Presentation Skills, Business Acumen, Market Development, Problem Solving, Target OrientationCandidate Profile8-10 years of experience in SME/MSME lending, business banking, NBFC, FinTech or financial services.Strong track record in SME customer acquisition and portfolio management.Hands-on experience in credit assessment and loan processing.Good understanding of financial statements, cash flow and borrower creditworthiness.Experience handling working capital and term lending products is preferred.Candidates with experience managing high-value SME portfolios will be preferred.Strong ability to acquire new customers while retaining and expanding existing relationships.Experience working with Credit, Risk, Operations and Collections teams.MBA/PGDM in Finance/Marketing or equivalent qualification preferred.
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  • 0 - 3 yrs
  • 2.5 Lac/Yr
  • Krishnarajapuram Bangalore
Communication Customer Relationship Banking
Virtual Relationship Manager - Banking SalesLocation: Krishnarajapura, BengaluruJob Type: Full-Time Work From OfficeEligibility:Any Graduate (B.Tech/BE not eligible)Freshers & Experienced (0-3 Years)Age: 18-30 YearsEnglish + Any 1 Language (Hindi/Tamil/Kannada/Malayalam)Salary:Freshers:
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  • Fresher
  • 5.0 Lac/Yr
  • Bangalore
Communication Banking
As a Banking Relationship Manager field in Bangalore, you will be responsible for building and maintaining strong relationships with clients. You will promote banking products and services while ensuring customer satisfaction. This is an excellent opportunity for freshers looking to start their career in banking.Key Responsibilities include:1. Client Engagement: Interact with clients to understand their financial needs and assist them with bank products such as loans, savings accounts, and investments.
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Corporate Relationship Manager - Full Time

Skywings Advisors Private Limited

  • 1 - 3 yrs
  • 4.5 Lac/Yr
  • Bangalore
Client Acquistion Key Account Management Portfolio Management KYC Compliance Banking Operations
Corporate Relationship Manager Acquire & manage corporate relationships, oversee portfolios, engage with decision makers, drive cross-sell opportunities, handle salary processing, and ensure KYC compliance. Graduate with min. 1 year in CASA/Insurance/Financial product sales. Strong relationship-building, teamwork & independent working skills required.
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  • 7 - 13 yrs
  • 30.0 Lac/Yr
  • Bangalore
Deal Structuring Private Equity Valuation Techniques Financial Modeling Capital Markets Pitch Books Investment Banking
As a Manager in Investment Banking, you will play a pivotal role in driving client relationships and executing financial transactions. Your responsibilities will include:- Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.- Transaction Execution: Lead and manage the execution of investment banking deals, including mergers and acquisitions, debt and equity financing, ensuring all transactions are completed efficiently.- Financial Analysis and Modeling: Conduct in-depth financial analysis and create financial models to support transaction decisions and provide insights to clients.- Team Leadership: Supervise and mentor a team of analysts and associates, providing guidance and support to enhance their skills and performance.- Market Research: Stay updated with the latest market trends and industry developments to provide clients with informed advice and strategic recommendations.- Presentation Development: Prepare detailed presentations and pitch materials for client meetings to effectively communicate value propositions and strategic objectives.To excel in this role, you must have a strong background in finance and investment banking, with 7 to 13 years of relevant experience. A Post Graduate Diploma in Finance or a related field is essential. You should possess exceptional analytical skills, attention to detail, and the ability to lead and collaborate effectively. Strong communication skills and the ability to work under pressure in a fast-paced environment are crucial for success in this position.
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Internal Audit Manager (3-9 Years)

RASP and Associates LLP

  • 3 - 9 yrs
  • Bangalore
GST Statutory Audit Finance Auditing Bank Audit Financial Statements Revenue Audit
We are looking for an experienced Internal Audit Team Lead / Manager to join our Audit & Assurance team at RASP. The selected candidate will plan and conduct internal audits across departments and branches and develop audit checklists and testing procedures.The candidate will evaluate compliance, internal controls, and risk management processes and document audit findings by preparing proper working papers. The role also includes assisting in preparing audit reports that include observations and recommendations.Additionally, the candidate will follow up on audit observations and ensure timely closure of issues. The position requires coordinating with process owners to ensure proper implementation of audit recommendations and using Excel, Tally/ERP, and audit tools for data analysis.
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Urgent Requirement For Finance Manager

Innovision Building Safety & Security P Ltd.

  • 4 - 8 yrs
  • 5.0 Lac/Yr
  • Bangalore
Tally Book Keeping Income Tax Taxation Treasury TDS Bank Reconciliation Balance Sheet Tax Audit TDS Return GST Return Communication Skills Accounts Finalisation
oversees daily financial operations, leads an accounting team, manages reporting (P&L, Balance Sheet, Cash Flow), ensures compliance (GAAP, tax laws), prepares budgets/forecasts, handles month/year-end closes, conducts analysis for leadership, and manages internal controls and audits, bridging financial data with strategic business decisions
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Banking Sales Agency Channel Agency Manager Casa Cross Selling
Recruit Agents / Advisors Develop agents through coaching, training, team management support etc Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets
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Walk-in For Business Development Manager

Asvil Galaxy Finserv Private Limited

Field Sales Lead Generation Negotiation Skills Channel Sales Direct Sales b2c Marketing Revenue Generation Banking Sales Sales Business Development
Job Description:The Home Loan FSE will identify and assist home buyers or property owners looking for housing finance. The role involves strong relationship building with builders and agents to source customers.Roles & Responsibilities:Meet customers, builders, and agents to generate leads.Explain home loan schemes, EMI, and documentation requirements.Collect customer and property documents for verification.Coordinate with legal, valuation, and credit teams.Maintain accurate reporting and customer communication.Skills Required:Understanding of property documents and home loan process.Strong interpersonal and advisory skills.Ability to handle builder and agent relationships.Good documentation and coordination ability.Qualification:Minimum: Bachelors Degree in any stream.Preferred: Graduate in Commerce, Real Estate, or Finance.Experience:Freshers can apply.Preferred: 14 years experience in Housing Loan or Real Estate Sales.alary Range: 12,000 35,000 per monthAnnual CTC Range: 1,44,000 4,20,000 per annumTravel Allowance (TA): 2,000 per monthDaily Allowance (DA): 250 per dayReporting To: Founder / Executive DirectorLanguages Required: Telugu, Hindi, and EnglishLocation : Tadepalligudem, Bangalore, Hyderabad, Vishakhapatnam, Vijayawada, Rajahmundry.Interested candidates Send us Your resume to joinus@asvilgalaxy.in or asvilgalaxyfinserv@gmail.com
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Sales Development Manager

BePlus Talent Solutions

Life Insurance Field Sales Sales Banking Marketing Agency Channel Direct Sales Bancassurance Insurance Sales
Axis Max Life *Hiring for Associate Agency Development Manager (AADM)* *CTC: Upto 4.0 Lakh + Incentives + World Class Training (3 STAR Properties)* Pay Roll: On Roll AGE 24 to 38 Criteria Graduate. with min 1.5 Years in any field/direct Sales. At least 6 months tenure in the current Organization Drawing Incentive of not less than 25k/Annum or 2K Per Month with valid Proofs. *Job Description* Recruiting New Financial Advisor & Agency Associate Partner. Making new license for the company. Providing product knowledge regarding life insurance Responsible for training to Financial Advisor. Train, motivate & mentor the sales team. To ensure the fulfillment of budgetary expectations of the organization. *Eligibility: Any Graduate can apply for this position. A person with sales experience is must.* *Should have own vehicle and DL*
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Retail Sales Corporate Sales Channel Sales b2b Marketing Marketing Communication Direct Sales Lead Generation Interpersonal Skills Field Sales Negotiation Skills IT Sales B2B Sales b2c Marketing Cross Selling Revenue Generation Banking Sales Sales Business Development Client Acquisition
Hiring for 350 Business Development Manager Jobs in Bhubaneswar, Cuttack, Visakhapatnam, Vijayawada, Hyderabad, Mumbai, Delhi, Kolkata, Chennai, Bangalore, for Freshers,Required Educational Qualification is : B.A, B.C.A, B.Com, B.Pharma, B.Sc, B.E, B.Tech, Other Bachelor Degree, Any Master Degree with Good knowledge in Retail Sales, Corporate Sales, Channel Sales, b2b Marketing, Marketing Communication, Direct Sales, Lead Generation, Interpersonal Skills, Field Sales, Negotiation Skills, IT Sales, B2B Sales, b2c Marketing, Cross Selling, Revenue Generation, Banking Sales, Sales Business Development, Client Acquisition etc.interview interview process :-Thank you for your interest in the position at Rightfit Resources.We were impressed by your profile as reviewed by our ATS system, sabkajobs.com, and would like to invite you for a first-round interview.To proceed with scheduling your interview, please follow these two steps:Book Your Interview Slot: Once you have downloaded the app, please log in and navigate to the Interviews section to find available slots for the [Job Title] position and book one that suits your availability.We look forward to speaking with you and learning more about your qualifications.If you have any questions, please do not hesitate to contact us at 9494586090.Sincerely,The Recruitment TeamRightfit Resources9494586090.
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Wealth Manager

Boyen Haddin Consultancy

Mutual Funds Sales Equity Sales Banking Sales Mutual Funds HNI Acquisition HNI Sales Wealth Manager Relationship Manager Wealth Direct Sales HNI Relationship Manager Private Banking
Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.
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Wealth Manager

Boyen Haddin

Mutual Funds Sales Banking Sales Portfolio Management Services
Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills
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Account Manager

Vanidyam Corporate & Placements Advisors LLP

  • 5 - 7 yrs
  • 7.5 Lac/Yr
  • Old Madras Road Bangalore
Tally Book Keeping Income Tax Taxation TDS International Finance Tally ERP Accounts Finalisation Tally GST Bank Accounting TDS Return
Singapore based Indian Subsidiary requires accounts manager,full time, import export knowledge, and customs handling expertise will be an added advantage.
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  • 0 - 2 yrs
  • Bangalore
Banking Sales Banking Account Opening Acquisition Direct Sales
Flagship Banking Programs (with partner banks)Bank tie ups: These are exclusive programs designed in partnership with leading Indian banks, ensuring structured onboarding, classroom + field exposure, and long-term career growth.Manipal Academy : Learning arm that has trained 200,000 professionals since 2008; about 1 in 5 bankers in India is an alum of MABFSI How to Proceed?If you are interested in applying, youll follow this general route:Visit the Educhampion Academy Register at our office and get trained for test and interview,Take an assessment online.Interview with the partner bank (e.g. Kotak, Axis, HDFC, etc.)Receive a provisional offer before training.Join classroom training on the job training internship officially join the bank.
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Sales B2B Sales B2b Marketing BDM Sales Sales Dental Implants Sales Business Development Medical Equipment Equipment Male Bangalore Retail Sales Channel Sales Direct Sales Interpersonal Skills Revenue Generation Cross Selling b2c Marketing Corporate Sales Lead Generation Negotiation Skills Banking Sales Client Acquisition IT Sales Field Sales Marketing Communication
Proven track record of success in sales management.Strong knowledge of the dental implants industry.Excellent communication and interpersonal skills.Ability to work in a fast-paced environment and meet deadlines.Strong analytical and problem-solving skills.Experience working with clients and stakeholders at all levels.
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  • 10 - 18 yrs
  • 22.5 Lac/Yr
  • Bangalore
Working Capital Management Relationship Manager Business Banking Relationship Manager
profile: BUSINESS BANKING WORKING CAPITAL RELATIONSHIP MANAGER*BANK: HDFC BANK## *Key Skills & Product ExpertiseCASAWCODTLBUSINESS LOANELIGIBILITY CRITERIA TICKET SIZE: 1000 CR. Location Preference: Bangalore CTC Expectation: 25 LPA(Highly flexible for the right growth opportunity and performance-linked incentives)--- WHY ME?Big bank experience, small bank agility. I bring a strong network, deep product knowledge, and relentless client focus ready to hit the ground running and deliver results from Day 1.
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Freshers For Area Sales Manager - Bangalore

Prominent Recruitment Consulting Services

  • 0 - 5 yrs
  • 5.5 Lac/Yr
  • HRBR Layout Bangalore
Direct Sales Key Accounts Field Sales Team Management Skills Dealer Development Territory Sales Distributor Handling Negotiation Skills Area Sales Channel Sales Real Estate Sales Sales Banking Organizational Management Team Coordinator
No. of positions: 7Salary : For Experienced: 40k-60k per monthFor Freshers: 25k Experience : 2-3 Years in Real Estate OR any hardcore sales in any domainFreshers with Excellent Communication can also apply.Gender : Male/ FemaleWork from Office mandatory.Male Candidates should have a bike. Fuel reimbursement would be upto 6 k max per monthKindly source the candidates from Real estate Companies- Elite, Star Estate and Rise InfraventuresFor Freshers, you can consider the candidates from Cabin crew, Mascommunications and Hotel management institutesJD:Should have experience in calling the clients and convince them to come for the site visit.Experience in working as a Sourcing or Closing Manager can also applyConnecting the various channel partners and developers and activating them for any project.Organize, Plan and Implement (real-estate) project specific salesCoordinate site visit with prospective buyers and enable deal closure.Ensuring final documents are organizedMaking available property databases of the area.Maintain cordial relationships with prospective Builder and Prospective buyers and other customers of the companyCatering clients as per their need from the available database
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Looking For Sales Manager

TekPillar Services

  • 2 - 8 yrs
  • 4.5 Lac/Yr
  • Bangalore
Sales Marketing BFSI Insurance Banking Finance Loans B2B B2C Direct Sales General Channel Field Work FIeld Sales Life Insurance Distribution Leadership Team Handling
We are in search of a driven Life Insurance Sales Manager to lead our team, formulate strategies, increase revenue, and guarantee excellent customer service and compliance.Responsibilities: Create and execute sales plans to meet objectives and boost income. Recruit, train, and manage a successful sales team. Build and maintain strong client relationships to enhance retention and satisfaction. Keep up with market changes and adjust strategies accordingly. Ensure adherence to industry regulations and provide regular performance reports to senior management.Requirements: Bachelors degree in business, marketing, or a related field (MBA is a plus). More than 2 years of sales experience, including at least 6 months in a management position in the insurance industry. Excellent analytical, communication, and leadership skills. Salary up to 4 LPA + incentives + benefits. A bike and a valid driving license are mandatory.Sincerely,Shraddha Dobariya84888 33693 shraddha@tekpillar.com
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Corporate Agency Manager

Skywings Advisors Private Limited

Banking Bank Banca Bancassurance
Designation- Corporate Agency ManagerCTC- 3.50 LPAKey Responsibilities:Relationship Management: Build and manage strong relationships with branch managers and bank staff to ensure consistent business growth.Sales Enablement: Drive sales of life insurance products through bank partner branches by conducting joint calls, training sessions, and lead generation activities.Business Target Achievement: Ensure achievement of monthly, quarterly, and annual sales targets in terms of premium and policies.Training & Development: Provide product knowledge and sales process training to partner staff on a regular basis.Customer Support: Support the bank team in resolving customer queries, ensuring smooth onboarding and high satisfaction.Reporting: Maintain accurate records of leads, business conversion, and daily branch activities. Provide timely MIS to internal and partner stakeholders.Compliance: Ensure business is conducted in line with regulatory and organizational standards.Key Performance Indicators (KPIs):Sales Target Achievement (Premium and Policies)Branch Activation and EngagementNumber of Joint Sales Calls and Training ProgramsPersistency Ratio and Quality of BusinessTAT in Policy Issuance and Customer ServicePartner Satisfaction ScoreDesired Candidate Profile:Graduate (MBA/PG preferred)14 years of experience in life insurance sales, preferably in banca or BFSI channelStrong interpersonal and communication skillsGood relationship management and influencing abilitiesGoal-oriented and self-driven personalityWillingness to travel across assigned branchesInterested candidates can share their resume on anjali.gussain@skwingadvisors.com or 9997994284
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Financial Planning Manager (1-7 Years)

Skywings Advisors Private Limited

BFSI Branch Sales Banking Finance Insurance Insurance Sales Direct Channel Direct Selling Cross Selling
We are hiring for leading life insurance company for direct channel*Designation:- Financial planning manager Assistant sales managerRoles and Responsibilities1.Achieving sales target through assigned leads , which may be self-generated or generated by Branch operations, call centers and other sources2.Meeting prospective customers in the assigned geographies to understand their financial needs and selling insurance solutions3.Ensure timely communication and discussion on targets assignedAge Limit- 21 to 38Experience required:- 1 to 2 year in BFSI sectorQualification:- any graduation
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Hiring For Corporate Agency Manager

Skywings Advisors Private Limited

Insurance Insurance Sales Life Insurance BFSI Banking Sales Cross Selling Bancassurance Banca
We are hiring for the leading life insurance company for Banca channel*Role & responsibilities:- Sells Insurance products in a bank sitting, advice customers on insurance options, and manages client portfolios.- Get business Through branch walking customers .- Collaborating with bank staff to identify potential insurance clients.- Presenting and selling Life insurance products to customers.- Providing excellent customer service and support throughout the sales process.*Age:- 21 to 38*Experience required:- 1 to year in life insurance sector*Qualification:- Any graduation
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Manager/ Senior Manager- HNI Sales

Skywings Advisors Private Limited

  • 3 - 9 yrs
  • 16.0 Lac/Yr
  • Bangalore
HNI Acquisition HNI Sales HNI Relationship Manager Branch Banking Retail Banking Private Banking Portfolio Manager
Position: Preferred RM/ Imperia RM- Branch BankingCTC: up to 16 LPA + IncentivesExp. 3+ Yrs. in HNI Sales/ Portfolio Management/ Retail Liabilities from BanksLocation: BangaloreEducation: Graduate/ PGIndustry: BankingGrade: Manager/ Sr. ManagerJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped HNI clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD & Mutual Funds etc.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Please send latest CV at amit@assuredjob.com or connect on 7827930908 for more details.
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Looking For Area Sales Officer AxisBank

Rightfit Resources OPC Pvt. Ltd.

Sales Consultant Sales Coordinator Sales Director Sales Engineer Sales Executive Sales Incharge Sales Manager Sales Promoter Sales Person Sales Operations Analyst Sales Operations Negotiation Skills Presentation Skills Conversation Banking Officer Walk in
Are you a fresher Graduate/BBA/MBA ?And want to start your job career in Banking Sector ?( *This job opportunity is only for you)* *We're hiring Fresher's Graduate for CASA Sales Officer ( Field Sales) role in India's Leading Private sector Bank (Bank Payroll Job)* *Job Location:* Pan India*Designation* : CASA- Sales Officer / Sales Executive- CASA( Field Sales) *Salary Package and Benefits:* Fixed Pay 2,36,802+ Average Incentives (Rs 64,000) = Rs. 3,00,802*Mandatory Eligibility Criteria* : - - Min graduate in any stream with a minimum percentage of 50%.- Should have valid DL and Two-wheeler - Should be staying within 10km radius of the allocated Branch - Should have PAN card, Adhaar Card- The required Age as on 01 July 2023 is between 21-28 yrs - Good communication (both verbal and written) skill in both english and the local language- Ready to travel locally for meeting customers during sales calls.- Excellent lead generation and conversion skill, Ability to handle pressure and meet deadlines & work successfully as a part of a team.*Job Description * - Selling of banks and third party products to new customers.- Contacting existing customers for more deposits and cross selling of more products.- Achieve sales targets as assigned by the organization on a daily and monthly basis.- Daily entry of interaction with customers in banks CRM system.- Follow all compliance guidelines
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  • 7 - 10 yrs
  • Bangalore
Relationship Management Client Acquisition Business Development Portfolio Management Corporate Banking Business Banking BFSI Products Cross Selling Upselling Revenue Growth Customer Retention Client Servicing Credit Understanding Financial Analysis Credit Appraisal Loan Products Working Capital Trade Finance Cash Management Wealth Management KYC RBI Compliance Risk Management Negotiation Stakeholder Management Market Intelligence Pipeline Management Team Management
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.
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  • 8 - 14 yrs
  • Bangalore
Financial Analysis Budgeting Forecasting Compliance ExcelERP Systems Financial Planning Corporate Finance Trade Finance Management Trade Finance Finance Accounts Tally Banking Finance Treasury
Key Responsibilities:Manage financial planning, budgeting, and reportingMonitor cash flow, expenses, and profitabilityEnsure compliance with financial regulationsBrief Summary:Handles financial health, planning, and strategic decision-making.
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