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Relationship Manager jobs in Maharashtra
Position: Relationship Manager – Real EstateLocation: UAEIndustry: Real Estate / Property SalesEmployment Type: Full-TimeKey Responsibilities:- Handle client in investing property.- Build and maintain strong client relationships to ensure referral business.- Understand client requirements and recommend suitable properties accordingly.- Conduct property meetings, and negotiations.- Stay updated on...
1. It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.2. Promote Focus Product of the month4. Maintain records of business on internal software CRM etc.5. Candidate should be able to...
We are looking for Relationship Manager – CASA to join our Branch Banking team .Key Responsibility:>Acquire New High-Value CASA AccountsSource and acquire high-end Current & Savings Accounts through open market activities.Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer OnboardingFacilitate a seamless transition from acquisition to branch...
Lohono Stays is a distinguished luxury villa rental brand, redefining high-end vacations with curated private homes and villas for discerning travelers. Built on the ethos of “luxury living, personalized experiences, and exceptional hospitality,” Lohono Stays caters to families, groups, and individuals seeking exclusive holiday experiences.The brand’s portfolio includes stunning villas and...
About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.Founded by a team...
Relationship Manager – Health Insurance (Insurtech) Location: MumbaiSalary: ₹3 – 5 LPA (Fixed) + Unlimited IncentivesEmployment Type: Full-TimeRole Overview Flashaid is a fast-growing Insurtech platform helping startups and SMEs simplify health insurance and employee benefits.We are looking for a dynamic, result-driven Relationship Manager with prior experience in the insurance ecosystem...
We’re Hiring | Relationship Manager – Investments (Sales-Driven Role)About UsMoney Lancer Investments Pvt. Ltd. is a Pune-based wealth management and mutual fund distribution firm with a strong client base of 1,400+ investors, including retail, HNI, and NRI clients. Our focus is on scalable growth, disciplined investing, and long-term client relationships.Role OverviewWe are looking for a highly...
Job Title: Relationship Manager – Retail AdvisoryLocation: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, DelhiRole Summary:You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities...
Position: Relationship ManagerExperience: 7-12 years of experience in AMC Sales for National Distributors/ Banks/ NBFC partners.Reporting to: National Head- SalesLocation: MumbaiDepartment: SalesCTC Range: As per industry standardsMinimum Qualification: Graduate.- MBA/PGDM (Finance/ Marketing preferred)- NISM 5A is mandatory.- Only apply if you have minimum 3-4 years of experience in the same...
Key Responsibilities:1.Strategy Development:* Develop and implement CRM strategies aligned with business objectives to drive customer acquisition, retention, and lifetime value.* Collaborate with cross-functional teams to identify opportunities for enhancing the customer experience through CRM initiatives.* Conduct market research and analysis to identify emerging trends and best practices in...
As an Associate Relationship Manager – Commercial Banking, you will support Relationship Managers in acquiring and activating clients, driving book growth and fee income, and cross-selling transaction banking products (such as Cash Management Services and Trade Services) and treasury/FX solutions. The role involves ensuring flawless execution, documentation, and compliance across the portfolio...
Marsh India Insurance Brokers Pvt Ltd is seeking candidates for the following position based in the Mumbai office:Senior Relationship Manager / Assistant Vice President / Vice President – Employee Health & Benefits ConsultingWe will count on you to:- Develop plans for execution of large EH&B consulting client engagements.- Identify opportunities to cross sell products and services to current...
About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North...
Target ObjectiveThe objective of this role is to provide operational support in Key Account Management with regard to handling serial business, including the creation and maintenance of products in SAP. Furthermore, this role is responsible for preparing and maintaining requests and quotations, as well as providing information to customers and internal departments.Job Requirements- Creation and...
JOB DESCRIPTIONRole: Relationship Managers (Motor) – Agency channelWhat is the purpose of the role -• Meet potential POSP agents in respective geographical assignments. Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate with Girnar Insurance HO Team for the smooth execution of the sales process• Create offline training and...
Job Description-Sales Executive- Real EstateExperience- 3 to 6 yearsKey Capabilities Expected from the CandidateThe ideal candidate should:- Possess excellent verbal and written communication skills with the ability to build trust and long-term client relationships.- Demonstrate strong sales acumen and negotiation skills in real estate, construction, or design-led projects.- Be smart, adaptive,...
Company DescriptionWinshine Financial Services, based in Mumbai, has been a trusted partner in financial prosperity for over three decades. We specialize in providing personalized investment solutions and wealth management services, offering a diverse portfolio of products such as equities, mutual funds, bonds, insurance, global investments, and more. Guided by unwavering ethics, transparency,...
Profile: HNI Relationship ManagerRoles and Responsibilities of RM HNI .- Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc. to the customers- Responsible to acquire high net worth clients for financial products. and revenue generation.- Candidate having good relationship with HNI Clients.- Ensuring the highest levels of service...
Designation: Relationship ManagerRole: Privilege SalesIndustry: Financial Services / BrokingAcademic Qualification: Graduate.Reporting to: Branch ManagerTeam Management: NAWork experience : Min 1 -4 years’ experience in Broking / Banking / InsuranceCTC - Up to 6 Lac + IncentiveKey Job Responsibilities -Acquire quality clients through networking, database, market intelligence, and references from...
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...