Relationship Manager jobs in Maharashtra

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...

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,...

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...

Designation – Relationship ManagerNotice Period – Immediate joiner / 15 daysRole – Individual ContributorYears of Experience – 1 year to 5 YearsInterview Type – Face to FaceKey Responsibilities:- Source and acquire customers for Home Loans and LAP through direct sales, referrals, and channel partners.- Build and maintain relationships with customers, DSAs, builders, and referral networks.-...

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...

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...

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...

About Role - Curefit Healthcare Pvt Ltd, founded in 2016, is India’s largest fitness company and wellness platform. Cult, from the house of Curefit, was established with a mission to make fitness easy, fun and accessible to everyone, and has emerged as a community celebrating the joy of fitness. The brand today offers a range of fitness services ranging from group workouts, gyms and personalized...

This role is primarily required to manage and enhance the FCNR/NRE Deposits and overall liabilities portfolio for Mashreq Bank in India catering to the NRI client base of Mashreq Pvt Banking Dubai.Job PurposeOrigination of domestic client relationships for deposits and managing NRI customers’ accounts i.e., FCNR/NRE as per the strategy set for Mashreq Bank in India.Build and maintain strong...

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...

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...

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...

We’re Hiring | Relationship Manager – Home Loans & LAPLooking for driven sales professionals to join our growing mortgage sales team!Role: Relationship Manager (Individual Contributor)Industry: Banking / NBFC / HFCExperience: 1–5 YearsCTC: Up to ₹3 LPA + Attractive Performance-Based IncentivesNotice Period: Immediate / Up to 15 DaysInterview Mode: Face-to-FaceOpen Positions by Location:• Thane –...

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...