Array ( [0] => banking-relationship-manager [1] => bangalore ) Banking Relationship Manager Jobs in Bangalore,Banking Relationship Manager Job Vacancies in Bangalore Karnataka
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Banking Relationship Manager Job Vacancies in Bangalore

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  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Gayatri Nagar Bangalore
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager, your primary focus will be to build and maintain strong relationships with clients while promoting our range of financial products and services. Your role will also involve supporting the overall branch operations to ensure customer satisfaction and drive business growth.**Key Responsibilities:**- **Client Relationship Building:** Establish and cultivate meaningful connections with clients to understand their financial needs and provide tailored solutions.- **Product Promotion:** Educate clients about the companys offerings, including financial products and services, to enhance their experience and encourage upselling.- **Customer Support:** Address client inquiries and concerns promptly and effectively, ensuring a high level of customer satisfaction.- **Sales Performance Tracking:** Monitor and report on personal sales performance and client feedback to help refine sales strategies.- **Collaboration with Team Members:** Work closely with other branch staff to coordinate efforts and improve service delivery, ensuring all team members are aligned with branch goals.**Required Skills and Expectations:**- Strong communication skills are essential for effectively engaging with clients and team members.- A proactive approach to problem-solving and a customer-first mindset will help in addressing concerns swiftly.- Basic understanding of financial products and services is beneficial; willingness to learn and adapt is crucial for success.- A degree in B.A, B.Arch, B.C.A, B.B.A, B.Com, Bachelor of Hotel Management, B.Pharma, B.Sc, or B.E is required to ensure a solid educational foundation.- Individuals with 0 to 1 year of experience are encouraged to apply, bringing enthusiasm and a positive attitude to the role.
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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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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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  • 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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URGENT HIRING BANK EMPLOYMENT NOTICEAXIS BANK DSAPositions Available:Data Entry OperatorLoan OfficerBranch BankingKYC Verification OfficerBack Office Executive OfficerCASA OfficerLoan Department Relationship ManagerBank Probationary Officer (PO)And more...Salary: 16,000 26,000 per monthJob Location: Nearby vacancyAge Limit: 18 35 yearsMinimum Qualification: Higher Secondary or Graduation (Any Stream)Skills Required: Good Communication Good Behavior Basic Computer Knowledge (Mandatory)Benefits: Medical Coverage Provident Fund (P.F.) Employee State Insurance (E.S.I.) For Further Details, Contact: HR Swastik Send Your CV to: 7439859796
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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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  • 2 - 8 yrs
  • 12.0 Lac/Yr
  • Bangalore
Branch Banking
COMPANY NAME:- Kotak Mahindra BankDESIGNATION:- Branch Relationship manager JOB ROLE:Develops new and expands existing High Net worth Customer relationships forliabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisitionchannel.Cross sells bank products to existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand thebanking relationship.Plans and conducts special sales initiatives and events for prospective and existingclients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction
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Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager Walk in
Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced
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Sales Manager Finance Manager Investment Advisor Investment Investment Analyst Investment Banking Analyst B2C Sales HNI Relationship Manager HNI Sales HNI Acquisition Walk in
About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer
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Banking Officer Relationship Manager
1. Managing set of existing mapped customers of Corporate Salary. 2. Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.3. One point contact for all service related requirements for the customers and corporate mapped.4. Increase in Relationship Value, Group Product Holding and Group Service Holding of the bookConnecting with mapped book customer once in quarter.5. Updating client interaction in system like CRM Next.
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Relationship Manager

ITM Skills Academy

Corporate Banking Relationship Manager
We are Looking for Relationship Manager, Icici Bank Job Vacancies is There and Training Will Be There 21 Days
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  • 0 - 3 yrs
  • 3.5 Lac/Yr
  • Bangalore
Corporate Banking Stock Broking Sales Executive Business Banking Executive Field Sales Executive
On Roll Job from HDFC Bank All Over India.Function: Mortgage SalesDesignation: Relationship ManagerSalary: 2.80 LPA to 3.50 LPA + Lucrative IncentiveWorking Location: All Over BengaluruJob description:1. Area/ Lane /Geography Mapping:Responsible for lane to lane/ Area mapping of Area/ Geography at regularintervals with the help of supervisor. Identify new sources in the allocated Area/Geography and inform the progress to reproving manager during team huddle.2. Source Relationship Management:Responsible for managing the relationship with all sources assigned andidentified by him in his geography/area.3. Maintain Reports:Responsible for maintaining reports related to sales and all his activities in theprescribed format. Should maintain diary on daily basis in the prescribed formatof activities .4. Channel Partner Recruitment:Responsible for identifying the need for appointment of a channel partner5. Team Huddle:Responsible for a?ending team huddle on a daily basis as per the set process.6. Customer Relationship Management:Responsible for enhancing the customer experience by developing andmaintaining relationship with customers.7. Complexion of File:Responsible for submission of complete application form, documentations andinformation.Candidate Eligibility:1. The candidate must be a graduate pass out from any stream.2. 0 to 3 Year of experience in sales is preferred3. The job requires extensive traveling so the candidate must be willing to travelwithin the city.4. Candidate must have good communication skills.
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SME Banking Transaction Banking Trade Finance Treasury Acquisition Relationship Manager
Job Role: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based( Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks internal channels as well as open market sourcing for lead origination. To understand customers business model, appraise financials to identify suitable opportunities. Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding. Ensure closure of deferrals & compliance to banks audits and statutory requirements. To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.
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BFSI Life Insurance Life Insurance Agent Field Sales Field Sales Executive Life Insurance Sales Banking Banking Insurance NBFC Home Loans Gold Loans Stock Broker Life Insurance Advisor Banca Sales Agency Development Manager Agency Sales Manager Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ RenewalsJob Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred
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Relationship Manager

Amrit Consultancy

Corporate Banking Stock Broking Insurance Sales Executive Field Executive Branch Sales Manager Customer Relationship Walk in
KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted
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Relationship Manager

The Consultancy India

  • 1 - 3 yrs
  • 5.5 Lac/Yr
  • Bangalore
Corporate Banking Stock Broking Lead Generation Field Sales Cold Calling Insurance Sales Insurance Sales Manager Relationship Manager
Increase the top of funnel by driving period BTL activates, generating referral form prospect customers togenerate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other socialmedia platforms. Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinatewith customers to facilitate smooth policy insurance. Rigorous and timely follow up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and completeinformation on products to all customers to show transparency
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Relationship Manager

Skywings Advisors Pvt Ltd

Life Insurance Banking Sales CASA Banka Assurance Agency Channel Direct Channel Micro Finance MFI NBFC Insurance BFSI
Dear Candidate ,We are hiring for Relationship Officer/Senior Relationship Officer post (Bancassurance Channel).Job description:- Sales: Accept leads generated from in-branch lead generators as well as warmleads provided by the bank from the database as well as generate own leads. Makeappointments, explore the customers financial needs in life-related investment andinsurance needs areas, select appropriate product to meet these needs from thecompany's product range, gain customer agreement to purchase, accurately completesales documentation.CTC: 2LPA to 4.50LPAExperience: min 1yr experience in Life InsuranceQualification: Graduation is mandatory.Channel: BancassuranceThanks &; RegardsKarishma
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  • 3 - 8 yrs
  • 5.5 Lac/Yr
  • Jayanagar Bangalore
Banking Sales Virtual Relationship
HiWe are hiring Virtual Relationship Manager for Domestic Bank.Experience Range:3-8 Years of experience in Banking sales.Job Location: Jayanagar.Age Limit: 32 YearsShould have completed graduation Regular.Should be able to Understand and speak Kannada, English & Hindi.Should be Based out of Bangalore.
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  • 3 - 7 yrs
  • 5.5 Lac/Yr
  • Jayanagar Bangalore
Banking Sales Virtual Relationship
Hi, Hiring for candidates for virtual relationship manager Role Domestic Bank Bangalore Jayanagar Location Experience Required: 3+ Years of experience of any banking salesShould speak: Hindi , English . Kannard
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Preferred Relationship Manager

Flytop Global Careers

  • 5 - 7 yrs
  • 9.5 Lac/Yr
  • Bangalore
Corporate Banking Marketing Sales Banking Relationship
We have vacant of 50 Preferred Relationship Manager Jobs in Bangalore,sales, Experience Required : 5 Years Educational Qualification : Other Bachelor Degree Skill Corporate Banking,Marketing, sales etc.
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  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Bangalore
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager based in Bangalore, you will play a vital role in building and maintaining strong relationships with clients. This position is ideal for fresh graduates or those with limited experience who are eager to develop their careers in sales and customer service.Key Responsibilities:- **Client Interaction:** Establish and nurture relationships with clients, understanding their needs and offering tailored solutions to enhance customer satisfaction.- **Sales Targets:** Meet and exceed sales goals by promoting products and services effectively, contributing to the growth of the branch.- **Problem Solving:** Address and resolve client inquiries and concerns promptly, ensuring a high level of service and satisfaction.- **Market Research:** Gather and analyze information about market trends and competitor offerings to identify potential business opportunities.- **Collaboration:** Work closely with other branch team members to enhance customer experience and streamline processes.Required Skills and Expectations:- **Communication Skills:** Excellent verbal and written communication skills are essential for engaging clients effectively and presenting product information clearly.- **Interpersonal Skills:** Ability to build rapport with clients and teammates, ensuring a positive working environment and strong client relationships.- **Adaptability:** Willingness to learn and adapt in a fast-paced environment, as well as embrace new challenges and responsibilities.- **Basic Knowledge of Financial Products:** Understanding of basic banking and financial concepts is a plus, though not mandatory.- **Team Player:** A collaborative attitude, with the eagerness to support team goals alongside individual responsibilities.
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  • 3 - 9 yrs
  • 20.0 Lac/Yr
  • Bangalore
Private Banking HNI Sales Wealth Manager Wealth Advisor Wealth Planning Officer Relation Manager Relationship Manager Wealth Management Relationship Manager Advisory Stock Broking Stock Market Walk in
About Company:is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.We are looking for a Relationship manager for our wealth management vertical to help us build our business activities. The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you. Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization Strong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities Qualifications: Master's degree in Finance, MBA or equiva
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BFSI Bancassurance Manager Banca Sales Bancassurance Executive Agency Development Manager Agency Sales Life Insurance Sales Business Development Executive Field Sales Banking Sales Life Insurance Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
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Relationship Manager- Branch Banking

Skywings Advisors Private Limited

Insurance Sales Banking Sales HNI Sales Retail Branch Banking Retail Liabilities Mutual Funds Term Deposits
Position: Relationship Manager- Branch BankingCTC: up to 8.5 LPA + IncentivesExp. 2+ Yrs. in CASA Acquisition/Portfolio Management from BFSI IndustryLocation: Vizag, BangaloreEducation: Graduate/ PGIndustry: BankingJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped 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.Going for 2-3 clients meeting on daily basis to generate revenue.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Must be ok in field sales.Please share latest CV at amit@assuredjob.com and connect on 7827930908 for more details.
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Acquisition Manager- Salary Account

Skywings Advisors Private Limited

Corporate Sales B2B Sales Corporate Salary Relationship Manager Banking Sales Institutional Sales Current Account Business Banking Corporate Banking Walk in
1. Acquire new Corporate relationships/ salary accounts.2. Oversee a portfolio of assigned corporates.3. Taking care of Salary processing for acquired/assigned Corporates.4. Develop new business from existing clients.Required Candidate profile:1. 1+ yrs. exp. in Corporate Salary/ B2B Sales/ Salary Account/ Corporate/Institutional Sales/ CA Acquisition from BFSI Industry.2. Must be ok in field sales.3. Excellent Communication.Perks and benefits:Quarterly incentives.
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Relationship Manager- Corporate Salary

Skywings Advisors Private Limited

Banking Officer Relationship Manager Walk in
1. Managing a set of existing mapped customers of Corporate Salary. 2. Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.3. One point contact for all service related requirements for the customers and corporate mapped.4. Increase in Relationship Value, Group Product Holding and Group Service Holding of the bookConnecting with mapped book customer once in quarter.5. Updating client interaction in system like CRM Next. Job Mandates:1. Strong background in cross-selling.2. Good interpersonal skills & Relationship Management skills.3. Good communication skills.4. Presentable as RMs will be interacting with Mid to High-level corporate employee.5. Having some knowledge of the equity market
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