2,837 Client Relationships jobs in India

Online Activation Desk for B2B Business

Role Overview:

We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be comfortable with high-volume partner outreach and consultative selling.

Location : Mumbai

Key Responsibilities:

• Reach out to inactive/dormant partners mapped to the B2B desk across India.

• Understand partner profiles and pitch suitable fixed-income products like NCDs, Corporate FDs, SGBs, etc.

• Schedule product discussions, webinars, or one-on-one meetings to reinitiate engagement.

• Work closely with product and operations teams to onboard partners into new investment opportunities.

• Track, follow up, and convert leads into active transacting partners.

• Maintain partner engagement records using CRM tools and internal dashboards.

• Achieve monthly activation and revenue targets from the assigned pool.

• Stay updated with the latest product launches, market trends, and compliance updates.

Key Skills & Requirements:

• 1–3 years of experience in B2B wealth distribution or financial advisory.

• Exposure to fixed-income products (NCDs, Bonds, FDs) is a strong advantage.

• Strong communication and relationship-building skills.

• Ability to manage multiple partner relationships remotely.

• Self-starter with a proactive attitude and execution mindset.

• Familiarity with CRM and sales tools is preferred.

Thank You,

Job Title: Relationship Manager

Location : Multiple Cities Across India

Department : Sales & Marketing

Experience : 0–3 Years (Freshers Welcome!)

We are seeking a dynamic and results-driven Relationship Manager – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio.

Key Responsibilities:

• Generating business through DSAs, Builders, Channel Partners and Open Market .
• To handle a DSA to Achieve the business numbers.
• To plan, organise & initiate to identify New Potential DSA, CA, Financial Consultants and Brokers & Builders in Respective area.
• Training and Development of DSA.
• Managing key accounts with focused approach and nurturing relations for perpetual and productive long-term business relationships.
• To interact with builders and developers and penetrate the product through different projects.
• To manage the data if prospective clients to get business.
• Analyze financial illegibility regarding customers.
• Work Closely with legal and technical department for project approvals.

Required Qualifications and Experience:

• Education: Graduate or Postgraduate.
• Experience: Minimum 2–10 years in Home Loan , Loan Against Property , or Mortgage Sales (preferably with Banks, NBFCs, or HFCs)
• Strong communication and interpersonal skills.
• Proven ability to work under pressure.

Dear Connections,

We are looking for Relationship Managers for a leading AMC for the locations Delhi and Gurgaon .

Role: RM-Customer Engagement (HNI/UHNI)

Location: Delhi/ Gurgaon

Exp: 4+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual Funds Market.

Responsibilities

• To up sell client's MF products to UHNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
• Acquisition of UHNI clients and ensure regular contact with all mapped clients through regular calls
• Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
• Profiling customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the client /HNI customers
• Achieving the business targets assigned in terms of up selling client's Products, enhancing and upgrading the Client Net worth relationships

Key Responsibilities:

1. Sales & Business Development:

o Achieve sales targets for home loans through a network of DSAs.

o Identify and onboard new DSAs to expand the sales network.

o Develop and implement strategies to generate leads and convert them into home loan sales.

o Provide guidance to DSAs on improving their sales pitch and techniques.

2. Customer Relationship Management:

o Build strong relationships with potential home loan customers and ensure they have a positive experience throughout the loan process.

o Address customer queries and concerns promptly, ensuring customer satisfaction.

o Coordinate with the processing team to ensure smooth loan approval and disbursement.

3. Loan Process Management:

o Support DSAs in gathering all necessary documentation for loan applications.

o Ensure that all loan applications processed by DSAs are complete, accurate, and comply with internal policies.

o Work with credit teams to ensure timely loan approvals and disbursements.

4. Market Knowledge:

o Keep up-to-date with industry trends, competitor products, and market conditions.

o Share insights with the sales team to identify new business opportunities and

5. Reporting & Compliance:

o Track and report on sales progress for both individual DSAs and the team as a whole.

o Ensure that all DSA activities are in compliance with regulatory requirements and company policies.

o Maintain and update customer data and sales records in CRM systems.

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Skills and Qualifications:

· Educational Qualification: Graduate in any discipline. A background in finance, sales, or marketing is preferred.

· Experience:

o Minimum 2-3 years of experience in home loan sales or financial product sales.

o Prior experience managing DSAs or sales teams is a plus.

· Key Skills:

o Strong interpersonal and communication skills.

o Good negotiation skills and the ability to close deals.

o Strong relationship-building capabilities.

o Knowledge of home loan products, interest rates, and market trends.

o Ability to provide mentorship and support to sales agents.

· Technical Skills:

o Familiarity with MS Office, CRM tools, and loan processing software.

We are seeking a dynamic and results-driven Relationship Manager – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio.

Key Responsibilities:

• Generating business through DSAs, Builders, Channel Partners and Open Market .
• To handle a DSA to Achieve the business numbers.
• To plan, organise & initiate to identify New Potential DSA, CA, Financial Consultants and Brokers & Builders in Respective area.
• Training and Development of DSA.
• Managing key accounts with focused approach and nurturing relations for perpetual and productive long-term business relationships.
• To interact with builders and developers and penetrate the product through different projects.
• To manage the data if prospective clients to get business.
• Analyze financial illegibility regarding customers.
• Work Closely with legal and technical department for project approvals.

Required Qualifications and Experience:

• Education: Graduate or Postgraduate.
• Experience: Minimum 2–10 years in Home Loan , Loan Against Property , or Mortgage Sales (preferably with Banks, NBFCs, or HFCs)
• Strong communication and interpersonal skills.
• Proven ability to work under pressure.

Role - Relationship Manager (Insurance)

Location - Pune (Hadapsar)

Experience - 1 to 3 year

Education - Graduation

Job Description :

Meeting clients

Assist customer for Renewal

Assist to start new policies (Life/Health/Pension/General)

To sell insurance policies

Candidate Requirement

Good Communication skill

Good knowledge of all types of insurance

Please connect - Alpesh Shah - -

We are seeking a dynamic and results-driven Relationship Manager – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio.

Key Responsibilities:

• Generating business through DSAs, Builders, Channel Partners and Open Market .
• To handle a DSA to Achieve the business numbers.
• To plan, organise & initiate to identify New Potential DSA, CA, Financial Consultants and Brokers & Builders in Respective area.
• Training and Development of DSA.
• Managing key accounts with focused approach and nurturing relations for perpetual and productive long-term business relationships.
• To interact with builders and developers and penetrate the product through different projects.
• To manage the data if prospective clients to get business.
• Analyze financial illegibility regarding customers.
• Work Closely with legal and technical department for project approvals.

Required Qualifications and Experience:

• Education: Graduate or Postgraduate.
• Experience: Minimum 2–10 years in Home Loan , Loan Against Property , or Mortgage Sales (preferably with Banks, NBFCs, or HFCs)
• Strong communication and interpersonal skills.
• Proven ability to work under pressure.