285 Relationship Manager jobs in India

Roles and Responsibilities:

• Build and maintain strong, long-term relationships with existing and prospective clients.
• Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine & QR codes.
• Act as the primary point of contact for clients regarding financial product inquiries.
• Meet or exceed sales and revenue targets by upselling financial products and services.
• Conduct regular client meetings to review financial status and update service needs.
• Properly collect basic documents & stay updated during all processes.
• Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery.
• Stay updated on banking regulations, market trends, and financial product developments.

Additional Qualification and Skills:

• Bachelor’s degree in Finance, Business, Economics, or related field.
• 1+ years of experience in banking, financial services, or relationship management.
• Strong understanding of financial products, banking regulations, and compliance.
• Excellent communication, negotiation, and interpersonal skills.
• Proven track record of meeting sales goals and delivering exceptional customer service.

Email:

Roles & Responsibilities :

- Sourcing deals

- To Generate Business Across Real Estate Sector (Syndication, Land Intermediation, Asset Management, Strategy).

- To Be Updated With The Real Estate Market And Wholesale Funding In Real Estate.

- To Define And Align The Target Universe.

- Identification Of Prospects For Real Estate Developer Funding. To Work On Target List.

- Key Account Management For Revenue And Referrals.

- To Handle The Transaction Lifecycle From Prospecting, Sourcing To Recovering Fees.

- To Participate And Negotiate Stakeholders For Mandates, Closure Of Term Sheets And Finalization Of Deal Structure

Support The Preparation Of Collaterals Including :

- Pitch Book

- Analysis Of The Proposal (Funding/Land/Strategy/Asset Management).

- Information Memorandum And Cash Flow Statements For The Transaction.

- Deep Knowledge On Industry - Both Formal And Informal Information.

Requirements, Desired Skills And Experience :

- 2 To 5 Years Of Experience Of Working With Bank/Nbfc/Aif In Real Estate Space Or Working In Bank/Nbfc In Sme/Midmarket Space.

- Management Qualification From Category A Institutes.

Essentials Skills :

- Networking, Interpersonal, Analytical And Organizational, Deal Skills, Independently Handle Negotiations.

Desirables Skills :

- Multitasking & Working Independently, Local Linguistic.

- Proven Track Record In Fast Paced, High Growth & Competitive Environment.

- Ability To Work With Multiple Stake Holders Both Internal And External Temperament To Be Able To Handle The Conflicting Situations.

TIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros .

• Excellent paymaster . Diversifying into NBFC Domain

JOB TITLE--Relationship Manager - Investment Banking & Wealth Domain

Job description-

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, and advise them on different products to achieve their wealth goals.

Required Candidate profile

MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products

Role: Wealth Manager

Department: BFSI, Investments & Trading

Education

UG: Any Graduate

Key Skills

Wealth & Equity Domain, Portfolio Management, Relationship Management, wealth management,

Compliance, Client Acquisition, HNI Client Handling, High NetWorth client relations, wealth products, AUM, TRV, financial planning, Business Development, premier clients

Profile: Relationship manager

Location: Haldwani, rudrapur, pantnagar, rudrapryag

Experience: Minimum 6 months in the Insurance sector (Motor/Health Insurance preferred)

Channel: Agency Channel — work with POSP agents

Key Responsibilities:

• Recruit and manage POSP (Point of Sales Person) agents for Motor & Health Insurance
• Build strong relationships with agents & drive business through them
• Provide training & support to agents to achieve sales targets
• Ensure customer satisfaction & policy renewals

Who can apply?

• Minimum 6 months experience in Insurance sales (Motor or Health)
• Should have worked with POSP agents / Agency channel
• Good communication & relationship-building skills

What we offer:

• Competitive salary + attractive incentives
• Learning & growth opportunities in a growing team
• Supportive work culture

Interested?

Drop your resume at or DM me directly!

• For more details, connect on
• Or just apply here :

Hiring for "Senior Relationship Manager-Large Corporate " in a leading bank.

To manage and grow a portfolio of large corporate clients by providing comprehensive banking solutions, deepening existing relationships, acquiring new clients, and ensuring high standards of service delivery and compliance.

Key Responsibilities:

1. Client Relationship Management

• Serve as the primary point of contact for a portfolio of large corporate clients.
• Build and maintain strong, long-term relationships with key decision-makers (CFOs, Treasurers, etc.).
• Understand client business models, industry trends, and financial needs to provide tailored banking solutions.

2. Business Development

• Identify and onboard new large corporate clients to expand the bank’s market share.
• Cross-sell banking products including working capital finance, term loans, trade finance, treasury, cash management, and investment banking solutions.
• Work closely with product, credit, and operations teams to deliver customized financial solutions.

3. Credit & Risk Management

• Conduct financial analysis, credit assessment, and due diligence of clients.
• Prepare and present credit proposals in line with bank policies and risk appetite.
• Monitor portfolio health, identify early warning signals, and take proactive risk mitigation measures.

4. Revenue & Profitability

• Achieve assigned revenue, asset, and liability growth targets.
• Optimize returns through effective pricing, cost management, and cross-selling initiatives.

5. Compliance & Governance

• Ensure adherence to internal policies, regulatory guidelines, and KYC/AML standards.
• Maintain high standards of documentation, reporting, and audit compliance.

Key Skills & Competencies:

• Strong understanding of corporate banking products and financial markets.
• Proven relationship management and client acquisition skills.
• Excellent credit appraisal and financial analysis capabilities.
• Negotiation, communication, and presentation skills.
• Ability to collaborate with multiple internal stakeholders and product teams.
• Sound understanding of risk management and regulatory compliance.

Qualifications & Experience:

• Education: MBA/PGDM in Finance, CA, or equivalent qualification.
• Experience: Minimum 8 years of experience in corporate banking, with a focus on large corporates or institutional clients.
• Prior experience in managing high-value corporate portfolios and credit structuring preferred.

Role Overview

As a Sales Executive at HomeLane, you will be responsible for converting qualified leads into customers by understanding their home interior requirements, showcasing suitable design solutions, and ensuring a smooth and satisfying sales journey.

Key Responsibilities

• Engage with prospective customers visiting the Experience Centre or enquiring online.
• Understand customer requirements, preferences, and budget to offer customized interior solutions.
• Coordinate with the design and operations teams to deliver an exceptional customer experience.
• Follow up diligently on leads to maximize conversions.
• Achieve monthly sales and revenue targets.
• Maintain accurate records of client interactions and updates in CRM.
• Ensure brand consistency and uphold HomeLane’s customer-first approach.

Requirements

• Bachelor’s degree in Business, Marketing, or a related field.
• 1–4 years of experience in B2C sales , preferably in interiors, real estate, or retail.
• Strong communication and negotiation skills.
• Customer-centric attitude with a passion for interiors and design.
• Self-motivated, target-oriented, and comfortable working in a fast-paced environment.

Why Join HomeLane

• Work with India’s leading tech-enabled interiors brand.
• Attractive incentives and fast growth opportunities.
• Collaborative and energetic work culture.

We are Hiring for a Scheduled Commercial Bank!

Position: Service Delivery Associate (SDA) – Non-Cash (Aspire)

Reports to:

Service Delivery Manager (or Branch Manager where no SDM is present)

Brief Description:

The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new customers, and cross-selling various financial products and services.

Key Job Responsibilities:

Business Deliverables:

• Maintain Product Holding Ratio, channel enrollment, and data quality as per assigned benchmarks.
• Drive Existing Relationship Value (ERV) and New-To-Bank (NTB) growth as per set targets.
• Achieve overall deposits growth and fee-based income (Life Insurance, General Insurance, Trade Forex, Assets, Mutual Funds, etc.).
• Obtain certification on all products offered through the branch.
• Ensure strict adherence to KYC, AML, and internal compliance policies.

Customer Service:

• Deliver excellent customer service within defined Turnaround Times (TAT) and complaint management norms.
• Maintain branch ambiance, mandatory displays, and overall customer experience.
• Ensure adherence to BSOPM, compliance, and audit guidelines with satisfactory internal/external audit results.
• Provide accurate product information and timely resolution of customer issues.
• Record and resolve customer complaints within stipulated timelines.
• Engage in preventive complaint management and proactively collect customer feedback.
• Promote digital and direct banking channels and ensure customer adoption.

Portfolio Management:

• Manage and grow the Aspire Banking Customer Portfolio (subject to portfolio creation in the branch).
• Identify eligible customers and upgrade them under the Aspire Banking program.
• Deepen customer relationships by ensuring primary banking status and offering relevant products.
• Conduct regular customer interactions to identify financial needs and provide suitable solutions.
• Cross-sell to family members and associates within grouped relationships.
• Achieve portfolio-level benchmarks on contactability, family grouping, cross-sell ratio, and channel activation.
• Meet all portfolio performance metrics and income benchmarks.

Education:

• Graduation (minimum 50%)

Competencies:

• Sales and Influencing Skills
• Knowledge of Banking Products & Processes
• Planning and Organizing Skills
• Strong Communication and Interpersonal Skills
• Customer Service Orientation
• Customer Portfolio Management

Preferred Certifications:

• AMFI Certification
• IRDA Certification

Company: Insight Global

Job Title: Relationship Manager

Location: HiTEC City in Hyderabad, India

Work Schedule: Mon-Fri onsite, 2PM-10PM IST

About This Role:

Insight Global is seeking a motivated professional to support one of our top Food & Beverage clients, globally. This role will be responsible for general sales support, light technical support/coordination, administrative, and consultant support. The ideal candidate will act as a liaison between the Food & Beverage client’s, consultants, account management and back-office functions. This role includes daily interactions with consultants and a primary customer; requires strong organizational and interpersonal skills.

What You'll Do:

Sales Support

o Support client Account Managers with administrative and customer service tasks o Create and update client specific sales documents, decks, and reports

o Use and maintain CRM systems and tools (P-Zone/Atlis) o Attend and host meetings as needed with both external clients and internal teams

o Build and maintain relationships with leaders, acting as an extension of the Account Manager

o Attend and contribute to field initiatives, morning Zone meetings, trainings, company/team calls, quarterly wraps, goals, client interviews, and reports

Administrative Support

o Coordinate with recruiters to manage paperwork, compliance, and payroll requirements for new hire onboarding

o Perform various ad-hoc tasks such as, but not limited to: requesting access for all incoming new consultants at client through MyIDM, submitting Staff Aug resources in Fieldglass for all competitive and PRE ID job postings, management of compliance of company onboarding, creating org charts, SOWs, market research, running credit checks, processing write off approvals, and completing cyber trainings

o Assist with client global strategies and initiatives for account growth

o Sending out weekly/monthly account statistics

o Partner with Insight Global Corporate Functions (Payroll, HR, Helpdesk, Global Operations) to support advanced services within portfolio as needed

Consultant Support

o Manage and coordinate onboarding activities for contractors in accordance with the outlined compliance structure

o Strategically leverage the Engage process to identify business, maintain a brand of care, and increase market share with our clients

o Prioritize accuracy of system end dates and contract ending emails

o Handle any consultant questions, issues, or escalations related to payroll, benefits, expenses, timesheets, etc.

What You'll Need to Succeed:

• Effective time management and workload prioritization skills

• Flexibility to both work autonomously and collaboratively as a part of a team

• A sense of urgency and ability to work in a fast paced, ever-changing environment

• A passion for problem solving and a solution-oriented mindset in the face of challenges

• Proactive approach to scenarios

• Ability to effectively communicate both verbally and in writing (articulating messages, information, and ideas to a diverse audience)

• Strong relationship building skills, professionality, and the ability to build with internal and external audiences

• Demonstrated proficiency in Office 365: Word, Excel and PowerPoint, OneNote, etc

• Prior experience as a project coordinator and/or technical support specialist

• BS in Computer Science or similar education domain • Flexible working hours (ideally 2PM to 10PM IST)

Additional Info

• Local to Hyderabad, India

• On site expectations: corporate and customer on site travel as needed, but localized to Hyderabad

Interested candidates please contact Zoya ( )

Freshers are being Hired.

Bike and Dl is mandatory.

Job Role

We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition.

Roles and Responsibilities:

Get the sale using various customer sales methods and achieve the set business targets on ANP and case count

Acquire New Customer through Leads, Natural market, References, Orphan base

Fix meetings with the prospects to conduct need analysis and explain products

Implement and adhere to the Need-Based Selling Model.

Upsell & Cross-Sell the Orphan Base of Customers allocated.

Ensuring timely issuance of policies by resolving pending etc.

Render prompt post-sales service to all allocated customers with respect to all domains

Adhere to the customer touch-point engagement in order to service his portfolio of customers.

Maintaining the desired persistency ratio

Strategize and interact closely with the supervisor on delivering on Business nos.

Work collectively with the supervisor and conduct joint sales calls whenever required

Forecast sales, develop out of the box sales strategies/models and evaluate their effectiveness

Evaluate customers skills, needs and build productive long lasting relationships

Research accounts and generate or follow through sales leads

Maintain and expand client database within your assigned territory

Desired Skills:

Prior sales experience working with Insurance companies/DSAs

Proven sales experience

Track record of over-achieving quota

Familiarity with different sales techniques and pipeline management

Computer use competency

Strong communication, negotiation and interpersonal skills

Self-motivated and driven

Any graduate or equivalent