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Relationship Manager jobs in Pune District
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,...
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...
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 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...
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...
Company: Motilal Oswal financial services limitedWe’re Hiring: Relationship ManagerPosition: Relationship ManagerLocation: Pune.Industry: anking & Broking, Finical servicesJob 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 client needs,...
Target Objective The 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...
Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager-Mutual fund.Location: Dhule/Nashik/Satara/Wardha/AurangabadExperience Required: Min 1 yearJob Description:• Ability To create quality network & exposure in local market.• Acquisition and managing of new as well as existing financial advisors / distributors from market.• Should be AMFI Passed/or need to pass...
- 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•...
Relationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and...
Wealth - Client Relationships AssociateWe'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...
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...
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...
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...