13

Corporate Banking Job Vacancies in Pune

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Relation Manager (1-2 Years)

Pacific Placements and Business Consultancy Pvt. Ltd.

  • 1 - 2 yrs
  • Pune
Corporate Banking Strategic Planning Stock Broking Stock Market Business Strategy Interpersonal Skills Problem Solving
A Relationship Manager (RM) builds and maintains strong, long-term relationships with clients, acting as the primary point of contact to ensure satisfaction and retention. They drive business growth by identifying client needs, upselling services, and meeting sales targets while resolving client issues and providing strategic, tailored solutions. Key ResponsibilitiesRelationship Management: Cultivating high-value relationships with existing clients to ensure retention and satisfaction.Business Development: Identifying new business opportunities, acquiring new clients, and achieving sales targets through cross-selling/upselling.Client Consultation: Understanding client needs, offering tailored solutions, and providing regular product/service consultations.Issue Resolution: Acting as the escalation point to resolve complaints or service issues promptly.Analysis & Reporting: Analyzing client data to monitor account performance, prepare reports, and identify trends or opportunities for growth.Collaboration: Working with internal teams (marketing, support, sales) to ensure seamless service delivery
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Finance Manager

Sai Industries

  • 2 - 5 yrs
  • 4.3 Lac/Yr
  • Ranjangaon Pune
Banking Finance Trade Finance Finance IFRS Corporate Finance International Finance Trade Finance Operations Financial Planning Financial Modelling Trade Finance Management Treasury
JOB DESCRIPTION ACCOUNT & FINANCE MANAGERSai IndustriesPosition OverviewThe Account & Finance Manager will drive the financial stewardship of Sai Industries by ensuring strong accounting controls, accurate reporting, and seamless coordination between finance, purchase, sales, and operations. The role demands ownership, discipline, and a deep understanding of industrial-sector transactions including GST, TDS, vendor management, costing, and bank compliance.Key Responsibilities1. Financial Accounting & ReportingManage end-to-end accounting operations (AP/AR, ledger scrutiny, reconciliation).Prepare monthly, quarterly, and annual financial statements.Maintain accurate books in Tally ERP/Prime with zero error tolerance.Conduct MIS reporting for management: sales, outstanding, cash flow, profitability.Track daily expenses and maintain strict cost discipline across departments.2. Taxation & ComplianceOversee complete GST management: GST purchase/sales reconciliation, GSTR-1, GSTR-3B, annual returns.Handle TDS deduction, payment, challan filing, and quarterly TDS returns.Ensure statutory compliance with ROC/Income Tax/Professional Tax.Coordinate with external CA for audits, financial reviews, and statutory submissions.3. Banking & Treasury ManagementManage daily bank operations: payments, RTGS/NEFT, cheque entries, and fund allocation.Ensure smooth vendor payments aligned with company cash-flow strategy.Prepare weekly and monthly cash-flow projections.Maintain banking relationships, OD limits, CC accounts, and documentation.4. Budgeting & ForecastingPrepare annual budget and monthly forecasting models.Monitor budget deviations and propose corrective action.Develop cost-saving strategies without compromising operational efficiency.5. Vendor, Customer & Internal CoordinationValidate vendor invoices with PO/GRN/DC before processing.Ensure customer credit management, ageing control, and follow-up on outstanding payments.Coordinate with Store, Purchase, Sales, and Dispatch teams for smooth financial flow.Resolve disputes related to rates, quantities, debit notes, and credit notes.6. Internal Controls & Process ImprovementImplement strong internal financial controls and audit trails.Drive process improvements in billing, documentation, and reporting.Standardize financial SOPs for Sai Industries growing operational scale.Ensure discipline in documentation: POs, DCs, contracts, expenses, and vendor files.7. Payroll & HR Finance SupportOversee monthly payroll processing, attendance validation, deductions, and salary disbursement.Maintain statutory records: PF/ESIC/PT (if applicable).Handle full & final settlements for resigned employees.Required Skills & CompetenciesStrong command over Tally ERP/Prime, GST, TDS, banking, and accounts finalisation.Advanced knowledge of Excel (VLOOKUP, Pivot Table, MIS dashboards).Ability to work under pressure with high accuracy and ownership mindset.Strong communication and coordination skills across departments.Problem-solving attitude with traditional financial discipline and control.Understanding of industrial billing, BOQ costing, margin calculations, and client documentation.QualificationsB.Com / M.Com / MBA (Finance) / CA Inter preferred.Minimum 2-5 years of experience in accounts & finance (industrial or manufacturing sector preferred).Hands-on experience with GST, TDS, MIS, budgeting, and finalization.Salary Range (Recommended)28,000 - 45,000 per month (based on experience and competency).Work LocationSai Industries Plot no A-36 Ranjangaon MIDC Tal - Shirur Dist - Pune 412220 near mazak india companycontact - 9072090793 / 9272090797
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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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  • 7 - 12 yrs
  • Pune
Corporate Banking Cash Management Services
Vice President, POM Product Management IWere seeking a future team member for the role of Vice President POM Product Management I to join our Global Cash Management Solutions team. This role is located in Pune.In this role, youll make an impact in the following ways: Ownership and management of Cash Optimization Solutions (COS) and Core Account Solutions product offerings including product roadmap and development, ongoing continuous solutions enhancement, commercialization and cross functional business activities.Ownership of new product development and rollouts including feasibility, business case, product governance, technology development, operational readiness, implementation and go-to market strategy.Act as the subject-matter-expert and key liaison with sales, relationship management, proposals and business development teams to win new business, retain existing business and drive revenue. Provide product leadership in structuring solutions for clients using the full suite of COS and Core Account Solutions offerings available.Provide product leadership for day-to-day management, product maintenance and issue resolution with technology, operations, client services, marketing, risk and other stakeholders.Staying in touch with latest developments in the Cash Management space and ensuring BNY Treasury Services offerings continue to be at parity and market leading.Use data and analytical tools for key product decisions and recommendations.Ensure all control measures are in place and maintained meet Risk, Compliance and Audit standards as per policy.To be successful in this role, were seeking the following: Bachelors degree or equivalent. Master preferred.Professional qualifications - CTP or CertICM preferred.Minimum 7 year experience in corporate banking/transaction banking/treasury servicesProduct management experience preferred must have experience with Cash Management Cash Pooling including Physical Cash Concentrations and Notional Pooling
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Business Development Manager

Aarohiinfo FI Management LTD

Corporate Sales Retail Sales Lead Generation b2b Marketing Negotiation Skills B2B Sales Direct Sales Client Acquisition Sales Business Development Banking Sales Field Sales Revenue Generation Interpersonal Skills Marketing Communication
Aarohiinfo FI Management LTD is expanding and we have exciting opportunities in the Educational Sector, Banking, Finance, and Real Estate! Positions Available: Freshers and Experienced Professionals Sectors: Education, Banking, Finance, Real Estate Location: Pune, Akola, Aurangabad, Pachwad, Satara, Koregaon, Phaltan, Sakharwadi, Baramati Benefits: Competitive Salary and Benefits Package
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Relationship Manager

Pro Capital Recruitment

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

My Money mantra

  • 1 - 2 yrs
  • 5.0 Lac/Yr
  • Pune
Corporate Banking Meet New Peoples Home Loan
We are Urgently Looking for Relationship Manager. Home Loan Sales. Daily Three Meetings is Mandatory. Bike is Mandatory.
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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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Branch Relationship Manager

GIPS Consultancy Services

Corporate Banking Marketing Portfolio Manager Current Account Saving Account CASA Wealth Manager Branch Banking Life Insurance General Insurance Mutual Funds Retail Banking
Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.
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Relationship Manager

Academic Mantra Services

Corporate Banking nISM Mutual Funds Sales Amcs Relationship Manager Customer Relationship
Job Description of Relationship Manager Responsibilities: To promote all the product line of AMC To up sell AMC products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling AMC Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly callsQualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSICertification (Mandatory): Must be NISM CertifiedDesignation: Relationship Manager Desired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independentlyWork Status: Full TimeReporting to:Channel Manager
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Relationship Manager

Mudrabiz finance company

  • 0 - 1 yrs
  • Pune
Corporate Banking Financial Advisory Stock Broking Client Relationship Management Relationship Manager Customer Relationship Customer Service
JOB DESCRIPTIONPROFILE Banking and financePROFILE WORK Back office demat accountDESIGNATIONS Equity commodity dealer Relationship manager.EDUCATION CRITERIA 12 + Diploma (in any field) Graduates (preferrable)AGE CRITERIA 21yrs 30yrsJOB LOCATION Pune)SALARY 8000 TO 18000Benefits Job AssistanceCandidates should attend training and clear NISM 8 exam.
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Corporate Agency Manager

HDFC Life Insurance

Sales Marketing Field Sales Agency Sales Relationship Manager Life Insurance Banking Finance Business Development Officer Pharma
Qualifications: 2+ years of Sales and Marketing experience. Minimum qualification- Graduation required. Age between 21 to 38 Years. Bike CompulsoryLife Insurance experience is mandatory.Job Description: 100 % lead will be provided Educate the Customer about the product Cold calling to arrange meetings with potential customers to prospect for new business To close the leads provided by Company On Roll Job
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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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