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Relationship Manager jobs in Pune
JOB DESCRIPTION Role: Relationship Managers (Motor) – Agency channel What 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...
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...
About TresVista TresVista 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...
🏦 Company: Motilal Oswal financial services limited 📢 We’re Hiring: Relationship Manager Position: Relationship Manager Location: Pune. Industry: anking & Broking, Finical services Job Description: We are looking for a dynamic and client-focused Relationship Manager to build and maintain strong relationships with our customers. The ideal candidate will be responsible for understanding...
The Preferred 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...
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...
- Job Description Title – Relationship Manager – Investment Services- Qualification Required– Graduates & NISM VA- Job Responsibilities:Existing Customers – Relationships Mapped• Responsible for managing relationships with clients & providing investment advisory services• Monitoring and managing client portfolios, developing and implementing investment strategies• Get the Risk Profiling Done•...
Wealth - Client Relationships Associate We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our...
Role Overview:Jio Insurance Broking Limited is seeking an experienced professional to lead end-to-end insurer relationship management for the POSP channel. This role will act as the primary SPOC for all Life, General, and Health insurance partners, owning commercial negotiations, commission structures, incentive frameworks, and ongoing performance management. The role requires strong market...
Designation: Field Sales Executive/ Sales Relationship Manager/ Area Sales Manager Department: Sales Experience: 2 to 5 years Locations: Mumbai, Pune, Delhi, Ahmedabad, Indore, Chennai, Surat. Education: Any Graduates and MBA-Sales and Marketing Job Type: Full time, Permanent. Industry Type: NBFC/Financial Services/Fintech. Job description Roles and Responsibilities: - Preparation of...
Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise in investments, markets & wealth management. Strong...
We are looking for a proactive and customer-focused Acquisition Relationship Manager to drive new business development in the Agri Business Group. The role involves sourcing new relationships, managing credit and legal evaluations, and building strong channel partnerships. The ideal candidate should have a solid understanding of working capital products and a strong service orientation. Source...
Job Description Role Overview The Relationship Manager will be responsible for managing customer accounts, driving repeat business, ensuring smooth order fulfilment, and building long-term client relationships. The role requires proactive communication, problem-solving, and coordination with internal teams to deliver exceptional customer...
Associate, Channel Relationship Manager, Small Medium Enterprises-(WD79087) Business Function Corporate and Investment Banking provides corporate customers with a full range of Commercial banking products and services including cash management services, current accounts time deposits, trade finance, working capital finance, term loans and foreign exchange, Through our continued commitment, DBS...
Join Tata AIA Life Insurance, aleading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tata'sesteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, ourvision is to be the pre-eminent protection provider enabling...
Role: Trade Relationship Manager Location: Pune CTC: Up to 9 LPA Experience: Minimum 2 Years About the Role: A dual-role position involving acquisition of new Trade customers and portfolio management of existing Trade CA clients. The role requires expertise in Trade products and the ability to deepen client relationships through consistent engagement. Key Responsibilities: • Acquire new Trade...
Company Description: Allegis Global Solutions is founded on a culture that is passionate about transforming the way the world acquires talent by delivering client-focused solutions that make a difference for businesses worldwide. From refining how you manage your contingent workforce to strengthening your employer brand to recruit top talent, our integrated talent solutions drive the business...
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...
Assistant Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group-(WD78991) Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional...
Senior Associate, Treasure Relationship Manager, Consumer Banking Group-(WD77276) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...