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...

Job Description- Sales Executive- Real Estate Experience- 3 to 6 years Key Capabilities Expected from the Candidate The 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,...

We’re Hiring | Relationship Manager – Investments (Sales-Driven Role) About Us Money 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 Overview We are looking for a...

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 Management For...

We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...

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...

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•...

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...

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...

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...

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...