Relationship Manager Jobs

Key Responsibilities & DutiesClient Acquisition & Portfolio Management:Identify, prospect, and onboard high-net-worth individuals (HNIs), SME clients, and corporate borrowers for loan sourcing and financial solutions.Manage and nurture an active portfolio of clients, understanding their financial needs and providing tailored credit/loan products.Maintain continuous engagement with clients throughout the loan lifecycle-from initial inquiry and document collection to sanction and disbursement.Channel Partner & Partner Network Development:Build, train, and manage an active network of Direct Selling Agents (DSAs), connectors, chartered accountants, and real estate developer partners to drive continuous lead generation.Conduct regular meetings with channel partners to brief them on product guidelines, eligibility criteria, commission structures, and approval norms.Credit Assessment & File Processing:Conduct preliminary financial screening and eligibility checks (income documents, CIBIL reports, balance sheets, and bank statements) before file submission.Coordinate with internal credit, underwriting, and operations teams to resolve queries, speed up sanction turnaround time (TAT), and ensure smooth disbursement.Target Achievement & Market Intelligence:Achieve monthly and quarterly loan disbursement targets across assigned product lines.Monitor market trends, competitor interest rates, and loan processing terms across partner banks and NBFCs, feeding actionable insights to leadership.

At Greywood Homes, we're looking for a dynamic, customer-focused, and result-oriented Relationship Manager to join our growing team! Key ResponsibilitiesBuild and maintain strong relationships with prospective and existing clients.Understand clients' property requirements and recommend suitable real estate options.Manage client inquiries, property presentations, site visits, and follow-ups.Guide clients throughout the property-buying journey, ensuring a seamless customer experience.Develop new business opportunities through networking, referrals, and lead generation.Coordinate with internal teams to ensure timely communication and client satisfaction.

Generate Housing Loan business through direct market sourcing.Source customers through DST, DSA, connectors and references.Conduct field visits and generate quality leads.Assist customers with loan applications and documentation.Coordinate with internal teams for loan processing and disbursement.Achieve monthly sales and disbursement targets.Maintain strong customer relationships.

Job description:Relationship Manager - Fractional Investment SolutionsLocation: Navi MumbaiDepartment: Sales & Business DevelopmentReports To: Team ManagerEmployment Type: Full-TimeAbout Supremus AngelSupremus Angel LLP is a fast-growing financial services company offering innovative investment solutions through a relationship-driven approach. We are committed to helping clients build wealth while providing our employees with excellent growth and career opportunities.Job SummaryWe are looking for energetic, ambitious, and relationship-driven individuals who are passionate about sales and client engagement. Whether you are an experienced sales professional or a fresher eager to build a rewarding career, this opportunity is for you.The ideal candidate should possess strong communication skills, confidence in interacting with clients, and the ability to thrive in a target-oriented environment. This role involves acquiring new clients, building long-term relationships, understanding investor requirements, and promoting the company's fractional investment solutions.If you enjoy networking, relationship building, client acquisition, and achieving goals, we would love to hear from you.Key ResponsibilitiesIdentify and connect with prospective clients through calls, referrals, networking, and business development activities.Build and maintain strong relationships with clients and investors.Understand client requirements and present suitable investment opportunities and solutions.Generate qualified leads and convert them into business opportunities.Conduct client meetings, presentations, and follow-up discussions.Achieve individual sales and revenue targets as assigned by management.Maintain regular communication with clients to ensure high engagement and satisfaction.Keep accurate records of client interactions, follow-ups, and business activities.Coordinate with internal teams to ensure smooth onboarding and client servicing.Participate in sales training programs, product briefings, and team meetings.Stay updated on industry trends, market developments, and company offerings.Contribute towards branch and team business objectives.Eligibility CriteriaGraduate in any discipline.Freshers with strong communication skills and a sales-oriented mindset are encouraged to apply.Experienced candidates from Financial Services, Banking, Insurance, Real Estate, Broking, Telecom, Hospitality, Education, Retail, B2B Sales, or any customer-facing industry are welcome.Strong verbal and written communication skills.Excellent interpersonal and relationship-building abilities.Positive attitude and willingness to learn.Ability to work in a fast-paced and target-driven environment.Preferred SkillsSales and business development aptitude.Client acquisition and relationship management skills.Negotiation and persuasion abilities.Strong networking and communication capabilities.Self-motivated and result-oriented approach.Basic knowledge of MS Office and CRM systems will be an added advantage.What We Are Looking ForIndividuals with a strong passion for sales and business growth.Candidates who enjoy meeting people and building long-term professional relationships.Professionals who are confident, proactive, and target-focused.Team players with a positive attitude and growth mindset.Freshers who are eager to learn and develop a successful career in financial services.Candidates willing to work in a performance-driven and target-oriented environment.Why Join Us?Opportunity to work in the growing fractional investment sector.Attractive incentive structure with high earning potential.Fast-track career growth based on performance.Comprehensive training and professional development support.Dynamic, target-driven, and growth-oriented work culture.Exposure to client relationship management and investment solutions.Recognition and rewards for outstanding performers.Preferred Candidate ProfileExcellent communication and presentation skills.Strong relationship-building capabilities.Comfortable with client meetings and business development activities.Goal-oriented with a strong desire to achieve and exceed targets.Immediate joiners will be preferred.Experience: Freshers to 5 YearsIndustry Preference: Financial Services, Banking, Insurance, Investments, Real Estate, Telecom, Retail, Hospitality, BPO, Education, and Other Sales-Oriented Industries.Work Schedule: Monday to FridayLocation: ThaneJoin Supremus Angel and become part of a fast-growing organization where your relationships, ambition, and performance can help shape a successful career in the financial services industry.Job Type: Full-timeWork Location: In person

We are seeking a Loan Consultant to join our team in Bangalore. This role is ideal for individuals seeking to start their careers in finance and loan processing. You will assist clients in understanding their loan options and navigating the application process.Key Responsibilities:- Client Interaction: Engage with clients to understand their loan needs and provide information on available options.- Loan Processing: Assist clients in completing loan applications, ensuring all necessary documentation is provided for approval.- Follow-Up: Maintain regular communication with clients to track the status of their applications and address any concerns.- Documentation: Ensure all paperwork is completed accurately and submitted on time, adhering to company guidelines.Required Skills and Expectations:Candidates should possess strong communication skills to effectively interact with clients and colleagues. Attention to detail is crucial for accurate documentation and processing. We expect candidates to be proactive, quick learners, and comfortable working in a fast-paced office environment. A willingness to work closely with clients and provide excellent customer service is essential. As this position is for entry-level candidates, a positive attitude and eagerness to learn about loans and financial services are highly valued.

Health insurance sale - What We Offer: - Attractive Salary Package - Performance-Based Incentives - Career Growth Opportunities - Excellent Work Environment-- Preferred Candidates: -- Experience in General Insurance / Insurance Sales / Banking Sales -- Good communication and relationship management skills -- Strong business development and team coordination skills and Fresher's also can apply.

We are looking for a dedicated Sales Manager based in Patna, India, to join our team. This is a full-time position suitable for candidates with 0 to 2 years of experience. The ideal candidate will have a graduate degree and a passion for sales.nnKey Responsibilities:nn1. Developing Sales Strategies: Create and implement effective sales strategies to increase revenue and achieve company targets.n n2. Building Client Relationships: Establish strong relationships with existing clients while identifying new potential customers to foster a growing client base.nn3. Monitoring Market Trends: Analyze market trends and competitor activities to stay ahead and adapt strategies accordingly.nn4. Training and Mentoring: Provide guidance and support to junior sales staff, helping them improve their skills and performance.nn5. Reporting: Prepare and present sales performance reports to senior management, highlighting successes and areas for improvement.nnRequired Skills and Expectations:nnThe ideal candidate should have strong communication and interpersonal skills, enabling them to connect with clients effectively. A proactive attitude and problem-solving capabilities are essential for success in this role. Additionally, candidates should be adaptable and willing to learn, as well as able to work collaboratively within a team. A strong understanding of sales processes and a customer-focused mindset will contribute to achieving sales goals.

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

Job Summaryit is looking for a confident and well-connected Business Development Executive to develop business through architects, interior designers, design studios, and interior contracting firms. The candidate will be responsible for building professional relationships, generating qualified leads, and promoting premium modular kitchen, wardrobe, furniture, and interior solutions. b2b is preferredKey ResponsibilitiesBuild and maintain strong relationships with architects, interior designers, interior design firms, and contractors.Schedule and conduct regular meetings with architects and interior designers to generate business opportunities.Promote the company's modular kitchens, wardrobes, customized furniture, and other interior solutions.Identify new projects and develop a strong network of potential clients and business partners.Generate leads, follow up on inquiries, and convert prospects into confirmed orders.Coordinate with the design and technical teams to understand client requirements and propose suitable solutions.Prepare quotations, negotiate commercial terms, and support sales closures.Track project progress and coordinate with internal teams to ensure smooth client communication.Maintain a database of architects, designers, prospects, and ongoing projects.Achieve monthly business development and sales targets.Candidate RequirementsExperience in business development, B2B sales, or client relationship management.Experience dealing with architects, interior designers, contractors, or the modular furniture industry will be preferred.Excellent communication, presentation, negotiation, and networking skills.Ability to arrange client meetings and develop long-term business relationships.Knowledge of modular kitchens, wardrobes, furniture, or interior solutions will be an advantage.Self-motivated, professional, and target-oriented.If you are interested please share ur cv.

We are seeking an Agency Manager who will play a crucial role in selling life insurance, health insurance, and motor insurance through our agency channel. This full-time position is based in Vadodara, India, and requires a dedicated professional with 1 to 7 years of experience.As an Agency Manager, you will be responsible for driving sales and managing the agency team to achieve targets. This includes training and guiding agents on insurance products, establishing strong client relationships, and ensuring exceptional service delivery. You will also analyze market trends to identify new opportunities for growth.Candidates must possess excellent communication and interpersonal skills, as well as a strong understanding of the insurance industry. A valid driving license is essential for this role, as it may involve fieldwork and travel. Additionally, proficiency in using a laptop and mobile device for daily operations is required.The work schedule will consist of standard office hours, and weekly offs will be provided. This position is office-based and emphasizes collaboration and teamwork.If you are passionate about insurance and want to contribute to a growing organization, apply for the Agency Manager position today.

As a Branch Relationships Executive, you will play a vital role in enhancing customer satisfaction and driving business growth. This full-time position is based in Bhubaneswar, India, and is open to fresh graduates. Key responsibilities include establishing and maintaining positive relationships with customers, addressing their inquiries, and providing excellent customer service. You will engage in sales activities, helping customers navigate our financial services effectively, and promoting our insurance products. Your main goal will be to support clients in making informed decisions to meet their needs. To succeed in this role, you should possess a basic understanding of sales and customer service, complemented by strong communication skills. Familiarity with insurance or financial services is preferred but not mandatory for freshers. You must be proactive and possess the ability to work both independently and as part of a team.This position requires you to work from the office and actively engage in customer interactions. You should be prepared to handle logistical tasks such as maintaining customer records and ensuring all relevant documentation is up-to-date. A valid driver's license may be necessary for customer visits, and access to a mobile device is essential for effective communication.If you are a motivated female graduate seeking a dynamic career in customer relations and sales, this opportunity could be a great fit for you.

NavGlide is hiring a Field Sales Executive in Mumbai. The candidate will visit bike showrooms, automobile dealers and accessory shops to promote GPS vehicle tracking products, generate leads, develop dealer partnerships and achieve sales targets. Freshers can apply. Good communication skills in Hindi and Marathi, confidence, and willingness to travel within Mumbai are preferred. Salary 25000-35000per month plus performance-based incentives. Apply via WhatsApp at 9930444421.

We are seeking a motivated Customer Relationship Officer to join our team in Ahmedabad. This entry-level position is ideal for individuals who are passionate about customer service and eager to develop their skills in relationship management.Key Responsibilities: Loan Disbursement and Installment Collection / Recovery1. Customer Interaction: Engage with customers to address inquiries, provide information, and resolve issues effectively, ensuring a positive customer experience.2. Feedback Collection: Gather customer feedback and reports to identify areas for improvement and help enhance service delivery.3. Record Keeping: Maintain accurate records of customer interactions and transactions, ensuring that all data is current and easily accessible.4. Team Collaboration: Work closely with colleagues to provide innovative solutions and assist in various departments when required, fostering a team-oriented environment.Required Skills and Expectations:Candidates should have at least a 10th-grade education and be willing to work in a full-time role at the office. A strong willingness to learn and a commitment to delivering excellent customer service are essential. Candidates must possess effective communication skills, a positive attitude, and the ability to work well under pressure. Additionally, the ideal candidate should be a male, as specified in the requirements. Flexibility and adaptability in a dynamic work environment are important qualities for success in this role.

We are seeking a dedicated and organized female Office Assistant to join our team in Sangli, India. This full-time position is ideal for individuals with minimal work experience looking to develop their skills in a professional environment.Key responsibilities include:1. Administrative Support: Assist with day-to-day administrative tasks, such as filing documents, managing office supplies, and organizing files to ensure a smooth workflow.2. Communication: Handle incoming calls and emails, providing information and assistance to clients or colleagues as needed, ensuring all inquiries are addressed promptly and professionally.3. Data Entry: Input and update information in databases or spreadsheets accurately, maintaining the integrity of records and ensuring easy access to information.4. Coordination: Support team members in coordinating meetings and appointments, including scheduling, preparing meeting materials, and taking notes when necessary.Required skills and expectations:Candidates should have completed their 12th grade and possess strong organizational skills. Attention to detail is crucial for managing tasks effectively. Basic computer skills, including familiarity with word processing and spreadsheet software, are expected. Good communication skills, both written and verbal, are essential for interacting with team members and clients. A positive attitude and willingness to learn are highly valued in our work environment. As this position is for females only, we encourage interested candidates to apply.

We are looking for a dedicated Relationship Manager in Chhoti Gwaltoli, Indore. This full-time position is ideal for individuals with 1 to 5 years of experience who have completed at least their 12th grade.The Relationship Manager will focus on building and maintaining strong relationships with clients to ensure satisfaction and loyalty. Key Responsibilities: - Develop and nurture client relationships: Engage with clients regularly to understand their needs and provide tailored solutions. - Address client inquiries: Respond promptly to client questions and concerns, ensuring they receive the necessary assistance. - Monitor client accounts: Keep track of client accounts and assess their satisfaction levels to identify areas for improvement. - Collaborate with internal teams: Work closely with other departments to ensure clients receive high-quality service and support based on their requirements. Required Skills and Expectations: Candidates should possess excellent communication and interpersonal skills for effective client engagement. A proactive approach to problem-solving is essential, along with the ability to manage client expectations. Attention to detail and strong organizational skills are necessary to track client interactions and accounts effectively. You should be comfortable working in an office environment and be adaptable to changing client needs and priorities. A customer-first attitude will be crucial in maintaining and enhancing client relationships.

Key ResponsibilitiesGuest RelationsWelcome guests warmly and ensure a positive first impression.Assist guests with inquiries, requests, and service-related concerns.Build and maintain strong relationships with guests to enhance their experience.Handle guest complaints professionally and ensure timely resolution.Conduct guest follow-ups to gather feedback and improve service quality.Maintain accurate guest records and preferences in the system.Front Office & CoordinationManage reception and visitor handling activities.Coordinate guest appointments, bookings, and reservations.Liaise with internal departments to ensure seamless guest services.Provide information regarding services, facilities, programs, and events.Ensure guests receive prompt and courteous assistance at all times.Administrative SupportPrepare guest reports, feedback records, and service documentation.Maintain databases, registers, and daily operational records.Assist in organizing events, meetings, and guest engagement activities.Support management with administrative and coordination tasks.

Job SummaryWe are seeking an enthusiastic Telecaller to connect with potential customers, generate leads, schedule appointments, and support the sales , premium modular kitchen, wardrobe, furniture, and interior solutions.Key ResponsibilitiesMake outbound calls to prospective customers and follow up on incoming inquiries.Explain the company's products and services to potential clients.Generate leads and identify customer requirements for modular kitchens, wardrobes, and interior solutions.Schedule appointments and meetings for the Business Development and Sales teams.Follow up with prospective customers regarding quotations, site visits, and ongoing inquiries.Maintain customer databases, call records, and follow-up reports.Coordinate with the sales team to ensure timely responses to customer inquiries.Achieve daily calling, lead-generation, and appointment targets.Maintain professional communication and a customer-friendly approach.Candidate RequirementsGood verbal communication skills in Hindi and English.Basic computer knowledge and familiarity with MS Excel.Confident, polite, and comfortable making outbound calls.Sales-oriented approach with good follow-up and customer-handling skills.Experience in telecalling, real estate, interior design, furniture, or home improvement will be an advantage.

Job SummaryWe are seeking an enthusiastic Telecaller to connect with potential customers, generate leads, schedule appointments, and support the sales , premium modular kitchen, wardrobe, furniture, and interior solutions.Key ResponsibilitiesMake outbound calls to prospective customers and follow up on incoming inquiries.Explain the company's products and services to potential clients.Generate leads and identify customer requirements for modular kitchens, wardrobes, and interior solutions.Schedule appointments and meetings for the Business Development and Sales teams.Follow up with prospective customers regarding quotations, site visits, and ongoing inquiries.Maintain customer databases, call records, and follow-up reports.Coordinate with the sales team to ensure timely responses to customer inquiries.Achieve daily calling, lead-generation, and appointment targets.Maintain professional communication and a customer-friendly approach.Candidate RequirementsGood verbal communication skills in Hindi and English.Basic computer knowledge and familiarity with MS Excel.Confident, polite, and comfortable making outbound calls.Sales-oriented approach with good follow-up and customer-handling skills.Experience in telecalling, real estate, interior design, furniture, or home improvement will be an advantage.

Job Summaryit is looking for a confident and well-connected Business Development Manager to develop business through architects, interior designers, design studios, and interior contracting firms. The candidate will be responsible for building professional relationships, generating qualified leads, and promoting premium modular kitchen, wardrobe, furniture, and interior solutions.Key ResponsibilitiesBuild and maintain strong relationships with architects, interior designers, interior design firms, and contractors.Schedule and conduct regular meetings with architects and interior designers to generate business opportunities.Promote the company's modular kitchens, wardrobes, customized furniture, and other interior solutions.Identify new projects and develop a strong network of potential clients and business partners.Generate leads, follow up on inquiries, and convert prospects into confirmed orders.Coordinate with the design and technical teams to understand client requirements and propose suitable solutions.Prepare quotations, negotiate commercial terms, and support sales closures.Track project progress and coordinate with internal teams to ensure smooth client communication.Maintain a database of architects, designers, prospects, and ongoing projects.Achieve monthly business development and sales targets.Candidate RequirementsExperience in business development, B2B sales, or client relationship management.Experience dealing with architects, interior designers, contractors, or the modular furniture industry will be preferred.Excellent communication, presentation, negotiation, and networking skills.Ability to arrange client meetings and develop long-term business relationships.Knowledge of modular kitchens, wardrobes, furniture, or interior solutions will be an advantage.Self-motivated, professional, and target-oriented.If you are interested please share ur cv atcapitalplacement21@gmail.comcapitalplacementservices@gmail.com9315507817

Field SalesLoan Disbursement and Collection / Recovery

Loan Disbursement and Collection / Recovery

providing group loan to female customerscollect the installment