236 Client Relationships jobs in Thane

Job Description:

Relationship Manager- Field Sales or Direct Sales (Health Insurance or Term Insurance)

Location: Navi Mumbai, Delhi/NCR, Chennai, Coimbatore, Vijayawada, Bangalore

Industry: Insurance

Channel: Direct Sales

Contact Person: HR Preeti// Share your resume on WhatsApp: or Email:

Key Responsibilities:

• Acquire new customers and generate sales for insurance policies through direct channels.
• Build and maintain strong relationships with clients to ensure long-term business growth.
• Understand customer needs and suggest appropriate health insurance plans.
• Achieve sales targets and contribute to the company’s revenue goals.
• Ensure excellent customer service and handle client queries effectively.
• Stay updated on industry trends, competitor offerings, and regulatory guidelines.
• Collaborate with internal teams for seamless policy issuance and claim processing.

Requirements:

Experience: 1-3 years in sales, preferably in health insurance or financial services.

Qualification: Graduate in any discipline.

Mandatory: Bike & Driving licence

Skills:

• Strong communication and interpersonal skills.
• Sales-driven mindset with negotiation abilities.
• Self-motivated and result-oriented.
• Knowledge of health insurance products and market trends.
• Language: Proficiency in English, Hindi, and the Regional Language.

Perks & Benefits:

• Fixed salary with performance-based incentives.
• Career growth opportunities in the insurance sector.

This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders. In line with this initiative, we are looking to on-board professionals who meet the following criteria:

1. Prior experience in managing high net-worth clients, preferably in banking, wealth management, or premium customer service roles, Hospitality, Aviation, Concierge services etc.

2. Exceptional communication skills, both verbal and written.

3. Well-presented and professional demean our, as the role may involve in-person client interactions.

4.Excellent communication without MTI

Operating window of the desk will be 24*7.

It will be an HRO model.

Experience- 2 years minimum/ Graduate

Process – RBL Bank

Business Model – HRO (HNI Desk)

Location – Gurgaon and Mumbai

Job Title: NRI Relationship Manager

Location: Mumbai

Leading Bank is looking for a passionate and customer-focused NRI Relationship Manager to join the team in Mumbai .

If you have experience in NRI banking, wealth management , and enjoy building long-term client relationships, this could be the perfect opportunity for you!

Key Responsibilities:

• Acquire and manage relationships with NRI clients.
• Cross-sell liability, remittance, investment, and wealth products.
• Ensure high standards of service, compliance, and client satisfaction.
• Achieve business and revenue targets while maintaining strong client retention.

Desired Profile:

• Graduate / Postgraduate with 3–7 years of banking or financial services experience .
• Prior experience in NRI Banking / Forex / Remittance / Wealth Management preferred.
• Excellent communication, interpersonal, and customer engagement skills.

If you or someone in your network fits this profile, kindly share your resume or refer a suitable candidate.

Email: (Insert your contact email)

Contact: (Optional – add if comfortable)

Let’s connect great talent with great opportunities!

#Hiring #NRI #RelationshipManager #BankingJobs #MumbaiJobs #WealthManagement #CareerOpportunity

Relationship Manager- 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.

• Understand partner profiles and pitch suitable fixed-income products.

• 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:

• 3+ years of experience in B2B wealth distribution.

• 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

About the Company

Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.

About the Role

Responsibilities

• Building and Maintaining Relationships: The core of the role is establishing and nurturing trust with clients, often through regular communication and personalized interactions.
• Understanding Client Needs: Relationship managers actively listen to clients, identify their needs, and understand their goals to offer appropriate solutions and services.
• Providing Solutions and Support: They offer guidance, advice, and support to clients, addressing their inquiries and resolving any issues or concerns.
• Identifying Opportunities: Relationship managers look for ways to expand business with existing clients, such as through cross-selling or upselling, and also explore potential new business opportunities.
• Collaborating Across Departments: They work with various teams within the company, such as sales, marketing, and customer service, to ensure a consistent and positive client experience.
• Ensuring Customer Satisfaction: A key objective is to ensure clients are happy with the company's products and services, leading to increased customer retention and loyalty.
• Monitoring and Reporting: Relationship managers track their performance, monitor sales data, and report on their activities to management.

Qualifications

Education details

Required Skills

• Communication Skills: Excellent verbal and written communication is crucial for interacting with clients and colleagues.
• Problem-Solving Skills: The ability to analyze issues, find solutions, and resolve client concerns is essential.
• Interpersonal Skills: Building rapport, establishing trust, and maintaining positive relationships are fundamental to the role.
• Sales and Negotiation Skills: Relationship managers may be involved in sales activities, requiring the ability to negotiate and close deals.
• Product Knowledge: A strong understanding of the company's products and services is necessary to provide informed advice to clients.

Preferred Skills

Preferred skills details

Pay range and compensation package

Pay range or salary or compensation details

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

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About Drip Capital

We are a US-based fintech company revolutionizing global trade for SMEs. At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises (SMEs) to scale internationally with ease.

With the global SME trade market exceeding $5 trillion, our mission is to provide businesses in emerging markets with seamless access to capital—eliminating red tape and outdated processes. By leveraging cutting-edge technology, we make trade finance fast, efficient, and hassle-free. Beyond financing, we simplify trade and sourcing, helping SMEs navigate global markets effortlessly.

Headquartered in Palo Alto, California, with offices in India, Drip Capital is strategically positioned to meet the evolving needs of SMEs in emerging markets.

Backed by top investors—including Accel, Peak XV, Wing VC, Sequoia India, Y Combinator, GMO, SMBC Japan, Barclays, and IFC—Drip has facilitated over $7 billion in trade across 10,000+ buyers and sellers. As we continue to grow, we remain committed to transforming global trade for SMEs worldwide.

Responsibilities

• The prime responsibility is to maintain CEO/CFO relationships with Enterprise level Customers
• Drive sales through new customer acquisition - Only B2B
• Own end-to-end acquisition funnel and independently close accounts
• Address complicated customer queries around Trade Finance and related products

Qualifications

• Graduate or Postgraduate degree with 1-5 years of experience in sales or business development
• Effective communicator with excellent interpersonal skills and an ability to build strong relationships with partners and internal teams
• Ability to multitask, prioritize, and manage time effectively