Relationship Manager Jobs

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.

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.

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.

Key ResponsibilitiesDevelop and maintain relationships with prospective and existing customers.Understand customer requirements and recommend suitable residential or commercial properties.Conduct site visits, property presentations, and client meetings.Generate sales through direct clients, referrals, and channel partners.Follow up on inquiries and convert leads into successful sales.Manage the complete sales cycle from lead generation to deal closure.Coordinate with internal teams regarding documentation, agreements, and handover processes.Build and maintain relationships with brokers, agents, and channel partners.Ensure excellent customer service and post-sales support.Maintain customer records and sales activities in CRM systems.Monitor market trends, competitor activities, and project developments.Achieve monthly, quarterly, and annual sales targets.

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.

A. Client acquisition and business development- Identify and approach prospective clients through calls, references, meetings, campaigns, and networking.- Explain the benefits of opening a demat and trading account.- Generate leads and convert prospects into active clients.- Achieve monthly targets for account openings, activation, revenue, and client retention.- Promote eligible products and services such as equity delivery, intraday trading, derivatives, mutual funds, and other permitted investment products, subject to the company's registrations and authorisations.B. Client relationship management- Maintain regular contact with clients and understand their service requirements.- Help clients with account opening, KYC documentation, platform access, and basic operational queries.- Provide updates about company services, market developments, and product features using approved information.- Coordinate with the dealing desk, research team, operations, compliance, and customer support.- Handle client complaints promptly and escalate unresolved issues through the prescribed process.C. Revenue generation and retention- Build a sustainable client base with consistent service and transparent communication.- Monitor client activation, trading activity, assets under service, and retention.- Identify opportunities to offer suitable additional services within the company's authorised scope.- Maintain accurate records of client interactions, leads, follow-ups, and conversions in the CRM.

We are seeking an experienced Relationship Manager to join our team in Lucknow. This part-time role is suitable for individuals above 40 years of age, including semi-retired professionals and housewives, who are looking for additional income opportunities in the insurance sector.As a Relationship Manager, your key responsibilities will include:- Building and maintaining strong relationships with clients to understand their insurance needs and provide appropriate solutions.- Conducting regular follow-ups with clients to ensure their satisfaction and address any concerns.- Helping clients navigate the insurance process, providing guidance and support as needed.To succeed in this role, candidates must possess strong communication skills to effectively interact with clients. Having a good understanding of the insurance sector will be beneficial. Additionally, candidates should be self-motivated and able to work independently, managing their own schedules effectively.This position requires work from home, so a reliable internet connection, a laptop, and a mobile device are essential. Candidates should also have any necessary certifications or licenses related to insurance. The ability to travel occasionally for client meetings is necessary. The working schedule is flexible, allowing you to manage your hours effectively. Ideal candidates should be comfortable with online tools and platforms used for client management and communication.

We are seeking a motivated Branch Relationship Manager to join our team in Varanasi. The ideal candidate will support clients' needs and build strong relationships to help them achieve their goals.Key Responsibilities:1. Client Support: Assist clients with their inquiries, providing timely and accurate information to enhance their experience with our services.2. Relationship Building: Foster strong relationships with clients to understand their financial needs and goals, ensuring customer satisfaction and retention.3. Problem Solving: Address and resolve client issues effectively, demonstrating strong problem-solving skills to maintain trust and rapport.4. Collaboration: Work closely with other team members to ensure seamless operations and provide a high standard of service to clients.Required Skills and Expectations:Candidates should have a minimum of a graduate degree and up to two years of relevant experience, although fresh graduates are also encouraged to apply. Strong communication skills are essential, allowing for clear interactions with clients. A proactive attitude and ability to handle challenges with poise will be crucial to success in this role. Candidates must display a commitment to client satisfaction and demonstrate the ability to work effectively in a team-oriented environment. Reliability and the capability to manage multiple tasks while maintaining attention to detail are also important for this position.

We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.

Ability to manage multiple clients and priorities. Strong client relationship and interpersonal skills. Good project and task management abilities. Strong follow-up and coordination skills. Ability to work under pressure and meet deadlines. Ability to manage multiple clients and priorities. Problem-solving and decision-making abilities. Professional and customer-centric approach. Good understanding of MS Office / Google Workspace and CRM or project-management tools. Excellent verbal and written communication skills.

Position: Senior Marketing ExecutiveExperience: 3+ YearsQualification: MBA (Marketing preferred)Location: Gurugram, HaryanaJob ResponsibilitiesGenerate leads and identify new business opportunities.Manage digital marketing activities, social media platforms, and brand promotion.Build and maintain relationships with clients, architects, interior designers, and business partners.Conduct market research and competitor analysis to identify growth opportunities.Plan and execute marketing campaigns, promotional activities, and client engagement initiatives.Coordinate with the sales and business development teams to achieve business targets.Monitor marketing performance and prepare regular reports.RequirementsMBA in Marketing or a related field.Minimum 3 years of relevant marketing experience.Experience in construction, real estate, or interior design marketing will be preferred.Strong communication, negotiation, and client management skills.Knowledge of lead generation, branding, and marketing campaigns.Ability to work independently and achieve marketing objectives.If you are interested please share ur cv atcapitalplacement21@gmail.com9315507817

ABOUT THE ROLEGarud Advertisement is looking for a dynamic Marketing Executive with hands-on experience in marketing and digital marketing. The ideal candidate will be able to independently manage client relationships, coordinate office operations smoothly, and represent the company with strong communication and professional presentation.KEY RESPONSIBILITIES Independently handle and manage client accounts, queries, and relationships. Plan, execute, and monitor digital marketing campaigns across relevant platforms. Coordinate day-to-day office and administrative work efficiently. Manage sensitive/delicate matters and client communications with tact and professionalism. Prepare and present marketing plans, proposals, and reports to clients as required. Build and maintain strong, long-term client relationships to support business growth. Coordinate with internal teams to ensure timely delivery of marketing projects. Represent the company professionally in client meetings and external interactions.REQUIRED SKILLS & QUALITIES 1+ years of experience in Marketing / Digital Marketing. Proven ability to handle clients independently. Strong office management and multi-tasking skills. Excellent verbal and written communication skills. Good self-presentation and professional demeanor. Ability to handle sensitive/confidential matters with discretion. Graduate in any discipline.COMPENSATION & LOCATION Salary: Up to 20,000 per month (based on experience and skills). Location: RaipurNote: Interested candidate can Whatsapp there resume at 7719032229 and emails us on hr@vertexhrsoltuion.com

WE ARE HIRING - ACCOUNT EXECUTIVEIndustry: Transport & Logistics / Pharmaceutical & Cold Chain Logistics Location: Rajpura, Punjab Experience: 1-3 Years PreferredKey Responsibilities:Manage client relationships and handle customer inquiriesCoordinate with operations and dispatch teamsTrack shipments and provide timely client updatesPrepare quotations and maintain client recordsSupport billing, invoicing and documentationPrepare reports and monitor service performanceResolve client issues and ensure service qualitySupport business development and client retentionCandidate Profile:Graduate in Business, Commerce, Logistics or a related field preferredExperience in client coordination, account management or logistics operationsTransport, pharmaceutical or cold chain logistics experience preferredGood knowledge of MS Excel and MS OfficeTally and billing knowledge will be an added advantageStrong communication, coordination and problem-solving skillsAbility to manage multiple tasks and client accountsWilling to work on-site in Rajpura, Punjab Apply Now - Penguin Consultants 9464578407 / 8284843707 prathna@penguinconsultants.co.in https://lnkd.in/enhMGpXh

Job PurposeWe are looking for an experienced Sales Manager with prior experience in government-sector sales, tendering and business development. The candidate will be responsible for identifying government business opportunities, managing tenders and developing relationships with government departments and PSUs.Key ResponsibilitiesIdentify and develop new business opportunities with government departments, PSUs, railways, municipal corporations and other government organizations.Handle government tenders through GeM, CPPP and other e-procurement portals.Prepare and submit quotations, commercial proposals, technical bids and tender documents.Coordinate with government officials, consultants and contractors regarding business opportunities.Follow up on submitted tenders, quotations, purchase orders and payment status.Analyze tender requirements, eligibility criteria and commercial terms.Coordinate with internal departments for technical specifications, costing and documentation.Maintain records of tenders, enquiries, orders and customer interactions.Achieve assigned sales targets and generate new business opportunities.Conduct market research to identify upcoming government projects and tenders.Required Skills & QualificationsGraduate in any discipline; an MBA in Sales or Marketing is preferred.5-7 years of experience in government-sector sales or tendering.Previous experience dealing with government departments, PSUs or infrastructure projects.Knowledge of GeM, e-tendering and government procurement procedures.Good communication, negotiation and presentation skills.Proficiency in MS Excel, Word and email communication.Ability to independently manage sales enquiries and tender submissions.Preferred ExperienceCandidates with experience in the following sectors will be preferred:Portable cabins and prefabricated structuresModular buildings and site officesConstruction and infrastructureGovernment tenders and public-sector projectsIndustrial and infrastructure equipment.

DCB Bank HIRING - RELATIONSHIP MANAGER HOME LOAN Location: Ahmedabad Position: Relationship Manager - Home Loan Experience: 1-3 Years Preferred Experience: Home Loan / LAP / Mortgage / Housing Finance Qualification: Graduate Two-wheeler preferred Salary: Fixed + Attractive IncentivesKey Responsibilities: Home Loan lead generation Customer acquisition Connector/Builder relationship File login to disbursement coordination Interested candidates can share their CV on WhatsApp/DM.8734010425

Location: KolkataDepartment: Procurement / PurchaseReporting To: Purchase Manager / Procurement HeadJob SummaryWe are looking for a proactive and organized Purchase Executive to support the procurement function. The candidate will be responsible for vendor coordination, quotation management, purchase orders, material follow-ups, and maintaining procurement records.Key ResponsibilitiesIdentify and evaluate suppliers based on quality, pricing, and delivery capabilities.Obtain quotations from vendors and prepare comparative statements.Negotiate with suppliers to obtain competitive prices and favorable terms.Prepare and process purchase orders as per organizational requirements.Follow up with suppliers to ensure timely delivery of materials.Maintain purchase orders, vendor records, and procurement documentation.Coordinate with internal departments regarding material requirements.Monitor stock levels and coordinate for timely replenishment.Address and resolve issues related to quality, quantity, and delivery.Monitor market prices and identify opportunities for cost savings.Ensure compliance with company procurement policies and procedures.Qualification & SkillsB.Tech / B.E., B.Com, or Graduate in any relevant discipline.1-2 years of experience in Purchase, Procurement, or Supply Chain.Good understanding of procurement processes and vendor management.Proficiency in MS Excel and basic MS Office applications.Strong negotiation and analytical skills.Good communication and coordination abilities.Well-organized and capable of handling multiple tasks.

Candidate should have minimum 2 to 5 years of experience in the logistics industry. Should have excellent communication skills with sound knowledge of trade. Candidate will be responsible for generating sales, visiting customers and securing business. Build client relationships and generate leads. Meet sales targets and expand market presence.

Ability to manage multiple clients and priorities. Strong client relationship and interpersonal skills. Good project and task management abilities. Strong follow-up and coordination skills. Ability to work under pressure and meet deadlines. Ability to manage multiple clients and priorities. Problem-solving and decision-making abilities. Professional and customer-centric approach. Good understanding of MS Office / Google Workspace and CRM or project-management tools. Excellent verbal and written communication skills.

Key ResponsibilitiesManage and develop business opportunities within the assigned area.Achieve monthly, quarterly, and annual sales and operational targets.Conduct regular market visits to identify new customers and business prospects.Build and maintain strong relationships with clients, distributors, dealers, and channel partners.Monitor competitor activities and market trends.Ensure effective implementation of company policies, sales strategies, and promotional campaigns.Coordinate with internal departments for order processing, delivery, and customer support.Prepare area performance reports and business forecasts.Address customer concerns and ensure high levels of customer satisfaction.Support collection activities and ensure timely payment recovery where applicable.Train and guide field staff, sales representatives, or channel partners as required.

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.

Key ResponsibilitiesOn-Ground Prospecting & Lead Generation: Travel across assigned local territories to meet potential clients, retailers, dealers, or corporate prospects face-to-face.Client Presentations & Demonstrations: Conduct direct product or service presentations, deliver pitching proposals, and highlight product benefits tailored to customer needs.Relationship & Network Management: Build and maintain strong relationships with local business owners, retailers, or corporate decision-makers to secure repeat business.Negotiation & Closing: Handle objections on the spot, prepare quotes, negotiate commercial terms, and finalize sales contracts.Market Mapping & Competitor Tracking: Identify untapped areas within the assigned territory, gather competitive intelligence (pricing, offers, demand), and report market trends.Collections & Documentation: Ensure timely collection of payments, invoices, and completion of client onboarding paperwork where applicable.Reporting: Maintain daily visit logs, route plans, client updates, and pipeline status using a Mobile CRM app or daily reporting sheets.

Hiring Sales Executive - Dental Implants for Chennai to drive sales, acquire new clients, and expand business any successfully.QualificationsAcquisition skills and focus on target audience.Graduate/BDS/ Post Graduates Good Communication and negotiation skills , ability to handle key accounts and manage geographically.Minimum 1 years work experience in the Medical Dental Industry/experience in selling Dental Products.If you are interested please share ur CV

We are looking for a motivated Sales Executive to join our team in MG Road. This role requires a candidate with 1 to 2 years of experience in sales, preferably male. The position is full-time and requires the executive to work from the office.Key Responsibilities:- Lead Generation: Identify and reach out to potential clients to build a pipeline of sales opportunities. This involves researching prospects and initiating contact to create interest in our products.- Client Meetings: Arrange and conduct meetings with potential clients to present our offerings. This includes understanding their needs and explaining how our products can meet those needs.- Sales Presentation: Prepare and deliver engaging presentations to showcase our products effectively. A good presentation can help convince clients to make a purchase.- Relationship Management: Build and maintain strong relationships with clients to encourage repeat business. This means following up with clients and addressing any concerns they may have.- Sales Reporting: Track and report on sales activities and results. Keeping accurate records helps us understand what works and where we can improve.Required Skills and Expectations:The ideal candidate should possess excellent communication and interpersonal skills to interact well with clients. A passion for sales and a proactive attitude are essential for success in this role. Candidates must be detail-oriented, capable of multi-tasking, and able to work independently as well as a part of a team. Basic computer skills and familiarity with sales software are also important.

Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence

Field SalesLoan Disbursement and Collection / Recovery

Loan Disbursement and Collection / Recovery

providing group loan to female customerscollect the installment

We are seeking a dedicated Wealth Advisor to join our team in Siliguri, India. This role is ideal for individuals with 2 to 5 years of experience in finance or investment services.nnAs a Wealth Advisor, you will guide clients in managing their financial assets and investments. You will work closely with them to develop personalized strategies that align with their financial goals.nnKey Responsibilities:nn1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment goals. Build strong relationships to foster trust and loyalty.nn2. Investment Strategy Development: Create tailored investment plans that suit individual client profiles, incorporating various investment products and services.nn3. Market Research: Stay updated on market trends, economic news, and financial products to provide informed advice to clients.nn4. Performance Monitoring: Regularly review and assess clients' portfolios, making necessary adjustments to optimize performance and meet changing needs.nn5. Compliance and Reporting: Ensure all financial practices adhere to regulatory standards, and provide clients with accurate reports and documentation.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication skills to effectively convey complex financial ideas to clients. A solid understanding of investment principles and financial markets is essential. You should be proactive, detail-oriented, and capable of working in a team-oriented environment. The ability to build lasting client relationships is crucial for success in this role.