Array ( [0] => banking-relationship-manager [1] => mumbai ) Banking Relationship Manager Jobs in Mumbai,Banking Relationship Manager Job Vacancies in Mumbai Maharashtra
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Banking Relationship Manager Job Vacancies in Mumbai

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Branch Relationship Manager || Freshers & Experienced

Axis Group of Services

  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Mumbai
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager, you will play a crucial role in building strong relationships with clients and ensuring their needs are met effectively. You will work directly with customers to provide exceptional service and support.**Key Responsibilities:**- **Customer Engagement:** Actively interact with clients to understand their needs and provide tailored solutions to enhance their experience.- **Account Management:** Oversee client accounts, ensuring all services are delivered timely and accurately to maintain satisfaction and loyalty.- **Problem Resolution:** Address customer inquiries and resolve issues promptly, ensuring a positive experience and reinforcing client trust.- **Sales Support:** Assist in increasing revenue by identifying opportunities to promote additional services and products that meet customer needs.- **Feedback Collection:** Gather client feedback on services and products to share with management for continuous improvement efforts.- **Documentation:** Maintain accurate records of client interactions and transactions to ensure compliance and facilitate effective communication.**Required Skills and Expectations:**Candidates should possess a degree in any relevant field such as B.A, B.Com, or B.Sc. Fresh graduates are welcome, but prior experience in customer service or sales is an advantage. Strong communication and interpersonal skills are essential for building relationships. You should have good problem-solving abilities and be detail-oriented. A positive attitude and eagerness to learn are highly valued traits. You must be able to work effectively in a team and thrive in a fast-paced work environment.
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Opening For Relationship Manager

Boyen Haddin

Branch Banking Retail Branch Banking HNI Acquisition Relationship Manager Wealth Private Wealth Manager Team Management Skills Customer Service BFSI Customer Relationship
Relevant Business Banking / Wealth Management Experience inBanks, NBFC, Brokerage House. Relevant experience as below:Senior Relationship Manager 6+ years Relationship Manager 3 - 6years
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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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Branch Relationship Manager - Branch Banking

Skywings Advisors

  • 1 - 3 yrs
  • 0.8 Lac/Yr
  • Mumbai
Good Communication Skills Interpersonal Skills Branch Relationship Manager
Job Role:Nurture relationships with mapped clients for investment needs.Track customer complaints and resolve escalated grievances on a day-to-day basis.Conducting 3-4 client meetings daily for revenue generation.Generating new sales leads through referrals from existing clients.Increasing customer engagement through cross-selling investment and non-investment products.Acquisition of new CASA customers.Job Mandates:Good communication & interpersonal skills.1+ Yrs. exp. in CASA Acquisition/ Portfolio Management/Book Management from BFSI IndustryCandidates with lesser notice period will be given preference.Age should be below 32 yrs. old.
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Fresher hiring for Banking Relationship Manager

ADEKON MANEGMENT PVT

Computer Application
URGENT HIRING BANK Employment Notice in DATA ENTRY OPERATOR HR DEPARTMENT...810001928 Male and Female Both Can Apply for This Post. Online and Offline Interview Going On.
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Hiring For B.A Freshers - Relationship Manager

Me Job

  • 0 - 4 yrs
  • 3.5 Lac/Yr
  • Mumbai
Banking Sales Direct Sales Customer Relationship BFSI Customer Service
Channel : Direct ChannelJob Description :-Maintain relationship with customer for more generate business.- Planning and Preparing Presentation-You have to organize sales visit for business development-Lead based work-Organizing sales visits-Demonstrating and presenting products-Establishing new business-Do Cold Calling on the Lead based data
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Opening For Banking Relationship Manager

Harsheen Co.

Casa Portfolio Mutual Fund Casa Sales HNI Clients Fd
Must have in casa , mutual fund, portfolio
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Opening For Relationship Manager

ABKAR Financial Services

  • 0 - 3 yrs
  • 4.0 Lac/Yr
  • Vasai East Mumbai
HNI Acquisition Phone Banking Presentation Skills
Responsibilities:* Manage client relationships through regular communication and proactive service delivery.* individuals (HNIs) and expand existing portfolios.Candidate must be Western line Mumbai , Vasail Nallasopra Most welcome
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Relationship Manager

Skillflix Consultancy India Private Limited

  • 1 - 7 yrs
  • 16.0 Lac/Yr
  • Mumbai
Business Loan Working Capital Management Business Banking Relationship Manager BFSI New Client Acquisition
1. Acquire new clients and manage existing clients portfolio of Business Banking department. Monitor the portfolio closely and ensure book size, fee income, delinquency containment targets are met. Regular visits to customer to understand and explore additional funding requirement.2. Use credit knowledge and knowledge of various products for deal structuring. Use Knowledge of market in order to acquire new clients and manage existing clients.3. Increase wallet share of customer by cross selling retail asset products to the customer. Ensure stability of income through various revenue lines and explore avenues for new income generation from existing as well as new clients.4. Ensure the portfolio health through timely servicing of dues /overdues ; timely renewals , stock statement submission, insurance submission, monitoring Out Of Order. Manage the portfolio hygiene items to ensure closure of deferrals and post disbursal document submission within approved TAT.5. Regularly interact and visit customer to ensure timely service delivery and delight. Onboard customer to various digital, alternate channels for ease of transaction. Act as a one point contact for all client queries / concerns related to BBG products.6. Regularly visit assigned branches and train the branch staff on eligible, qualified lead generation for BBG products. Be in constant touch with branch staff to appraise them of the case status and support for quick decisioning.
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Opening- Manager/ SR Manager- Wealth Management

ABS International

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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Relationship Manager

Pro Capital Recruitment

Corporate Banking Stock Broking
Field sales Experience Banking And Insurance Sector .
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Relationship Manager

Ace Alliance

Corporate Banking Loan Officer Loan Executive Loan Sales Executive Loan Advisor Business Loan Bank Loan Housing Loan
Dear AllWe are in the process of hiring Relationship officer/ Executive /Manager for out TOP Notch client located at Andheri , Vashi and Ghatkopar. Kindly send your profile to rahul@acealliance.org.in . Pl find Roles and responsibilities Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor Daily update in CRM regarding daily planning, leads received, login, sanctioned ,disbursed. Leads to be converted into login and get it disbursed from Bank or NBFC which gives the best rates. Processing of loan applications, conducting due diligence, site visits, ensure compliance of terms & conditions as per sanctioned terms, compliant documentation etc. Ensure all the loan related process/queries are taken care so that loan disbursal happens smoothly Ensure timely disbursal of loan from leads received from Customers/RBAs Maintain relationships customers,business banking & Channel partners Manage relationship with the customers by increasing business with existing clients and well as through Cross sellComplete focus of Scheduling Meetings with Customers, with Client's Associates, Number of Logins, Cross Sell, Insurance, RegardsRahul Gaikwad9820615854
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Hiring For Client Financial Manager

Dezerv Investments

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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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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Opening For Relationship Manager- Corporate Salary

Skywings Advisors Private Limited

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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Direct Walk-In For Virtual Relationship Banking Officer (0-2 Years)

Prerana Hr Solution

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Andheri East Mumbai
BPO Executive Call Center Executive Banking Officer Tele Marketing Manager Telecaller Account Opening Banking Sales Loan Sales Executive Voice Process Executive
Primary Responsibilities: Customer Engagement: Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Profiling of customers in order to aid right cross-servicing of Bank products Accurate logging and resolution of complaints. Attrition control of customers. Regular interactions with the customers and pro-actively assessing customer needs. Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc. Ensure portfolio quality of relationship while racing considering eligibility. Monitor large amount movements and account closure from the deposit accounts. Ensure retention of customers Achievement of portfolio parameters: Meet the defined objectives of the Portfolio managed by the respective VRM Sales: Right cross-sell of products basis profiling and engagement. Penetration of products across groups. Sales across all product segments-TPP, Assets, Cards etc. Acquiring & grouping of all related IDs of the Primary ID. Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow. Ensure Staff are trained on product knowledge and requisite certifications. Income to be generated at a customer level. Interaction Quality: Achieve Quality benchmarks defined from time to time. Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions & requests. Adherence to set processes of updating customer interactions in CRM next. MIS Reporting: Ensure timely submission
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Relationship Manager (Full Time)

Lenka Infra Service India Pvt Ltd

Corporate Banking Life Insurance Field Sales Relationship Manager
Company DescriptionTATA AIA INSURANCEJob DescriptionJOB DESCRIPTIONRelationship Manager - S2S Role LocationNo . of position openSupervisorInterview AddressLandmarkNFC3Kamal DurgapalSecond Floor, 54, Old Ishwar Nagar, Main Mathura Road, New Delhi - 110065Opposite Surya Crown PlazaPusa Road3Nitin AggarwalSecond Floor, ParamTower, Plot No. 11/5-B, Pusa Road New Delhi - 110005Opposite Metro Pillar NO. 132Noida2Nitin Kumar11th Floor World Trade Tower, Sector 16, Noida - 201301Karkaduma3Akshay TyagiPacific Business Park, Second Floor unit no: 211,212&213, Plot no 37/ 1, Site No. 4 , Nr. Kaushambi Metro Station, Sahibabad, Ghaziabad - 201010Above Passport office BuildingGurgaon1Niteshkumar PandeyFirst Floor, SCO-18-19, Sector-14, Gurgaon -122002Near Payal CinemaKey points for Better UnderstandingchannelDirect Distribution Direct Sales ForceBase LocationDelhi / GhaziabadRoleRelationship Manager - S2SCTC RangeUpto 4LchannelDirect Distribution Direct Sales ForceFast Tracking Promotion on Business Review Monthly Incentive & Local ConveyanceAcquire New Customer ThroughLeads / Natural market / References / Orphan baseDutiesUpdate the LMS (Lead management System) on a daily basisAgeBelow 30 yearsQualificationGraduate & Under Graduate with Exp.SkillsGood Attitude , Clear Communication ( Local Language ), Basic English language understanding / communicationGeographic Area CoveredAs per mapped branch & city DesignationMinimumMaximumRemarksJD Requirements (essential)ARM/ RM/ ERM2.80 L4.00 LPlease refer updated CTC calculator for offering minimum CTC as per statesPreferably 0.6 to 2 years of work experience in Insurance, BFSI sector, Financial Services sector.Desired 2 years exposure in life insurance sector & sales management.
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Customer Relationship Manager

Skywings Advisors Pvt Ltd

Customer Relationship Marketing Insurance BFSI Sales Banking Agency Channel
Dear Candidate ,We are hiring for S2S Profile - Branch sales manager/Sr.Branch sales managerJob description: - Sales: Branch Customer Service & Sales (BCSS)caters to customer walk-ins at branches.Designing and implementing effective marketing strategies to adjust existing onesContacting potential clients and creating rapport by networking, cold calling, using referrals etcAppraising the wishes and demands of business or individual customers and selling the suitable protection plansBranch Customer Service & Sales (BCSS) caters to customer walk-ins at branches.Create new business opportunities by building trust and contacts with clientsWork on assigned leads and generate referrals from every visit that's made to customer.CTC 2.75 to 4 Lpa + Incentive; onroll jobRegardsJyoti Verma
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Relationship Manager

Nirmal Vision

Corporate Banking Sales Relationship Manager Solar Renewal Energy
- Acquiring Investment Referral Partners- Meeting Wealth Managers, Financial Advisors, CAs,- Provide Strategic advice and information about the Investment product to the Partners Explain the benefits to the Partners and assist in the meetings wherever required Bring Investments from the Referral Partners through their Investors Preparing Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) Assisting Team in Investor relationship management (KYC, Investment process, etc.) Monitor post Investment reports, ensure compliance with internal and regulatory policies, assist business in reporting, monitor / identify money laundering risks & assist in internal and external audit processes Engaging with an inbound partner leads on the platform to convert, onboard and manage the relationship Preparing presentations and maintaining the database of portfolios for periodic reviewsRequirements- Post Graduate in Finance or Banking- Work experience as a RM in Banks or Financial Institutions, or a similar role in the Sales Department.-Professional certification in sales and marketing will be an advantage.-Great interpersonal skills.-Exceptional verbal and written communication skills.-Strong organizational skills.-Ability to work in a team or individually as and when required.-Ability to manage and handle multiple tasks. - Outstanding problem-solving skills.-Exceptional attention to detail.-Hard-working individual.-Good time management abilities.-Strong decision-making skills.-Ability to tolerate stress and pressure.-Self-motivated and result driven approach
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Sales Coordinator

Money Yard Financial Services

  • 0 - 2 yrs
  • Mulund West Mumbai
Sales Coordinator Documentation Incharge Relationship Manager Priority Banking Relationship Manager Sales
Hiring Sales Co-Ordinator Company: Money Yard Financial ServicesQualification: B. ComExperience: Min. 1 year in banking industryLocation: Mulund, MumbaiResponsibilities: Engaging & following up with clients & banking partners Incharge of collecting, verifying & completing documentation process. Handling client queries
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Relationship Manager

Prerana Hr Solution

Corporate Banking Good Communication Skill Fresher BPO Executive Banking Relationship Digital Banking Walk in
Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.Call handling as per defined standards.Accurate resolution for customer queries.Promoting Digital Banking services for a superior customer service experience.Profiling of customers in order to aid right cross-servicing of Bank productsAccurate logging and resolution of complaints.Attrition control of customers.Regular interactions with the customers and pro-actively assessing customer needs.Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.Ensure portfolio quality of relationship while racing considering eligibility.Monitor large amount movements and account closure from the deposit accounts.Ensure retention of customers Achievement of portfolio parametersMeet the defined objectives of the Portfolio managed by the respective VRM Sales Right cross-sell of products basis profiling and engagement.Penetration of products across groups.Sales across all product segments-TPP, Assets, Cards etc.Acquiring & grouping of all related IDs of the Primary ID.Use of triggers to track maturity of FDs, movement of CASA balances etc. and prevent outflow.Ensure Staff are trained on product knowledge and requisite certifications.Income to be generated at a customer level.Interaction QualityAchieve Quality benchmarks defined from time to time.Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.Audit and Service QualityEnsure all laid down system and process are followed as stipulated by Audit and Senior ManagementEnsure accurate and timely submission of financial transactions & requests.Adherence to set processes of updating customer interactions in CRM next. MIS ReportingEnsure timely submission of Customer base review / reports as requested
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