30,354 Relationship Manager Permanent jobs in India

Designation: Relationship Manager

Department: Financial Services

Role/Functional Area: Sales/Business Development

Experience: 3 years to 6 years

Salary Range: Up to 32000/- p.m + monthly incentives

Role and Responsibility:

Business Targets: Achievement of business targets for all financial products as defined and agreed upon.

• Meet customers to sell all financial products
• Influence customers to buy FD who have no prior HDFC Deposit relationship.
• Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
• Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
• Communicate the necessary details to the customers for the products being bought by them.
• Ensure sale is completed through / in line with the defined sales process.
• Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.) and appropriate open market share for all products (PAR / ULIP / Non Par).
• Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
• Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
• Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.
• Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
• Be updated with the latest product features to enhance his / her selling abilities
• Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
• Maintain good relationship with Channel partners & DSA

• Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers financial needs.

• Account Management & Servicing:

• Manage and service the existing customer portfolio.

• Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
• Timely sharing of updated reports with the customers on products being bought by them.

• Co-ordinate with the customers at the time of renewals.

• Certification and regulatory compliance:

• Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products

• The RM has to be conscious and vigilant towards declaration of the customer information. In case RM feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
• Ensure the right quality of business being sourced.

Desired candidate profile:

• Must be a graduate from any stream
• Should have minimum 2 yrs experience in cross selling products from BFSI or NBFC
• Proven experience in sales, with a focus on cross-selling and upselling.
• Strong understanding of sales techniques and customer relationship management principles.
• Excellent communication and interpersonal skills
• Candidate must have two wheeler

Interested candidates pls share your CV with and

Regards

Human Resources

HDFC Sales

Core Duties & Responsibilities:

• Identify and develop new business tie-ups and partnerships.
• Communicate effectively with potential and existing partners through email and phone calls.
• Maintain strong professional relationships with clients and ensure regular follow-up.
• Coordinate daily communication activities with new and ongoing tie-ups.
• Support management in partnership growth and reporting updates.

Language Requirements:

• English – Mandatory (Written and Spoken)
• Hindi – Mandatory (Spoken)

Key Skills:

• Excellent communication and interpersonal skills
• Good email drafting and phone communication skills
• Strong negotiation and follow-up ability
• Basic computer knowledge (MS Office, Email handling)

Experience:

• Freshers or candidates with relevant experience in client relations or business development are welcome.

for more information :

Job Types: Full-time, Permanent

Pay: ₹25, ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Internet reimbursement
• Paid time off
• Provident Fund

Experience:

• Relationship management: 1 year (Required)

Work Location: In person

Job Title:Relationship Manager Inside Sales (Demo Doer)

Location:New Delhi, Okhla Phase 1 (On-site)

Shift : Day Shift

Work Mode & Schedule:

• 5.5 days working (two Saturdays working, two Saturdays off per month)
• Timings: 9:30 AM 6:30 PM

Experience Required:2-3years in Inside Sales / B2B Sales (SaaS sales experience preferred)

Role Overview:We are looking for a highly motivated Inside Sales Relationship Manager (Demo Doer) who can drive revenue growth by delivering impactful product demos and converting leads into sales. The role involves engaging with potential clients, building relationships, generating demos from multiple channels, and ensuring consistent follow-ups until closure.

Key Responsibilities:

• Conduct product demos to prospects and convert them into paying clients.
• Drive revenue through referrals and repeat engagement.
• Generate demos via cold calling, LinkedIn, ZoomInfo, organic traffic, and campaign leads.
• Manage demo scheduling, rescheduling, and client interactions efficiently.
• Create client interest and engagement during and after demos.
• Execute effective follow-ups to maximize conversions.

Key Activities:

• Understand client needs, challenges, and objectives.
• Clearly communicate SaaS product benefits aligned to client requirements.
• Deliver structured and inspiring product presentations.
• Handle objections, negotiate, and close deals effectively.
• Ensure pipeline growth and sales targets are consistently achieved.

Requirements:

• 1-4 years of experience in inside sales / SaaS sales / B2B sales.
• Strong communication, presentation, and persuasion skills.
• Experience in lead generation via cold calling and digital platforms.
• Ability to work in a target-driven environment.
• Proficiency in using CRM tools, LinkedIn, and sales automation platforms is a plus.

Salary:Competitive (based on experience) + monthly unlimited Incentives.

Interested candidate can submit their updated resume at or can What's app that to me Avoid calling).

Responsibilities:

• Identify selling possibilities and evaluate customer needs properly
• Gather and build upon excellent project and industry knowledge
• Learn customers needs and wants and personalize purchase opportunities to address them
• Set up meetings with potential clients
• Prepare and deliver appropriate presentations and demos on projects and services
• Negotiate/close deals and handle complaints or objections
• Provide superior customer service, placing heavy importance on brand experience and

customer engagement/ satisfaction

• Serve as the brand ambassador, developing and nurturing strong relationships with

customers

• Meet sales projections, generate ongoing sales opportunities, and achieve company and

individual targets goals and objectives

• Work as a team player, upholding company policies in all aspects of customer service and

contributing to a positive working environment

• Follow the company processes and procedures in relation to lead management and

Reporting.

Requirements :

• Minimum 1+ years of Proven Experience in a Sales role
• Experience in Real estate or related industries with a strong knowledge of the sector
• Proficiency in English, Hindi and/or Kannada (optional)
• Graduate degree in any field
• Should have a valid driving license and a two/ four wheeler
• Hands-on experience with CRM software is a plus
• Thorough understanding of marketing, sales and negotiating techniques
• Fast learner who has a strong passion for sales
• Self-motivated with a results-driven approach
• Skilled in delivering attractive presentations

About Meragi
Meragi is a rapidly growing start up in India's thriving $50 billion wedding industry. As a full-stack technology platform, we revolutionize the way wedding-related services are bought and delivered. Our mission is to create pioneering industry-first solutions that address the complexities of this industry, utilizing innovative technology to consult, design, and sell wedding services with a strong focus on ensuring high-quality fulfilment. Backed by top-tier investors, we are at the forefront of transforming the wedding industry landscape. To drive our growth and success, we are seeking dynamic and growth oriented individuals to design dream wedding for our customers.

This is an incredible opportunity to join a fast-paced, innovative company and make a significant impact in shaping the future of the wedding industry.

Responsibilities

• Supervising end to end design & delivery of an event and customer experience
• Own the sales results for the respective teams
• Help identify prospects & close them
• Give constant feedback on what we can do to improve sales

Qualifications

• Bachelor's degree
• 2 - 3 years of sales experience
• Strong work ethic and communication skills
• Multilingual is a bonus
• A creative mindset with a passion for keeping up with the latest design trends and continuously seeking inspiration.
• Flexibility and adaptability to work in a fast-paced, dynamic environment and handle unexpected changes or challenges.

Be a part of Meragi and use your creative/artistic skills to make your ideas a reality and be a part of our journey to transform the wedding industry and give a memorable experience to Global customers.

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk.

2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.

3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,

5) Help customers to Execute trade online and place orders on behalf of customers.

6) Achieve healthy revenues without compromising on clients profitability.

7) Acquiring new clients through existing clients referrals.

8) Activating inactive clients through regular followups.

9) Regularly following-up with clients and handling their queries.

10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.

11) Responsible for adding new NRI and HNI Clients

12) Handling NRI Clients for Equity Broking

13) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds

14) Experience in handling B2C

Job Description (Scope of Work ):

• Followups & relation building with clients.
• Sales lead generation.
• Followup of whole sales departments.
• Quotation & Invoice Making

Requirements:

• Fluent in Language (English & Hindi).
• Sales exposure of IT Services.
• Exposure of digital marketing & lead generations.
• Qualifications: Bachelor's/Diploma degree.
• Comfortable in computer application (Mail, Word, Excel, GDrive, PPT, CRM Tools).

Benefits:

• Overtime Pay
• Laptop / Tablet.
• 15 Privilege Leaves, 7 Sick Leaves, 7 Casual Leaves, 12 Festival Holidays
• Professional development and training opportunities.
• Opportunities to work on a diverse range of creative projects.

Apply Now: Fill up this Job Application Form

Company Description

Agriwise Finserv Limited, formerly known as StarAgri Finance Limited, is an NBFC registered with the RBI and one of India's leading agri finance companies. We provide credit to small farmers, FPOs, input distributors and retailers, agri infrastructure or equipment providers, contract farmers, and other participants in the agri value chain. With partnerships with over 50 banks and financial institutions, we help farming communities gain easy access to capital, enhancing their farming activities and improving value realization. Combining traditional agri-knowledge with transparent credit and tech-driven insights, we aim to empower the agri-ecosystem by building value through credit financing.

Role Description

This is a full-time, on-site role for a Relationship Manager based in Nagpur. The Relationship Manager will be responsible for building and maintaining relationships with clients in the agri sector, assessing their financial needs, and providing suitable financial solutions. Day-to-day tasks include meeting clients, conducting financial assessments, processing loan applications, and ensuring customer satisfaction. The role also involves collaborating with internal teams and external partners to streamline the financing process and achieve business objectives.

Qualifications

• Experience in relationship management, client servicing, and customer engagement
• Knowledge of agri-finance, financial assessments, and credit processing
• Strong communication, negotiation, and interpersonal skills
• Ability to work independently and handle multiple client relationships effectively
• Familiarity with the agri value chain and understanding of farming communities' financial needs
• Bachelor's degree in Agriculture, Finance, Business Administration, or related field
• Experience in the financial sector, particularly NBFCs or banks, is a plus

Company Description

Legal Darbar is a one-stop solution for all your business needs. We assist in registering your business while managing your legal, IT, investments, and loan services. Our comprehensive services ensure a smooth and efficient business operation for our clients.

Role Description

This is an on-site, full-time role for a Relationship Manager located in Sonipat. The Relationship Manager will be responsible for building and maintaining strong relationships with clients,n understanding their needs, and providing tailored solutions. Day-to-day tasks include client communication, addressing concerns, coordinating with different departments to ensure client satisfaction, and upselling services.

Qualifications

• Strong communication and interpersonal skills
• Experience in client relationship management and customer service
• Problem-solving and conflict resolution skills
• Ability to work collaboratively with different departments
• Knowledge of legal, IT, investments, and loan services
• Excellent organizational and multitasking abilities

Bachelor's degree in Business Administration, Management, or related field.

**Contact number: ,

• job location : Eldeco county sector 19 murthal sco 19 second floor

share your resume on the number mentioned above**