Portfolio Relationship Manager Jobs in India

Role Overview:The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions. Key Responsibilities: Understand clients investment needs and create long-term asset allocation s...

Job Location: Mumbai.Industry: Data Center/ Semiconductor Fab and Electronics Manufacturing Services /MissioningCritical Facilities - Design services & Commissioning Services. Role OverviewWe are seeking a Business Development cum Relationship Manager to drive growth in DataCenter/Semiconductor Fab...

CASA Sales Relationship Manager Roles & Responsibilities 1. Business Development Acquire new customers for CASA (Current Account & Savings Account) products Generate leads through field visits referrals and cold calling Build and maintain a strong sales pipeline 2. Customer Relationship Manage...

Job Title: Relationship Manager – Micro Mortgages (Direct Sourcing)Locations: Chennai Coimbatore Salem Shimoga Davangere BangaloreCTC: 4 LPAExperience: Minimum 1–3 years in Direct Sourcing / Affordable Home Loans / Micro MortgagesRole Overview:The Relationship Manager will be responsible for sourcin...

BASIC ROLE INFORMATION:Function / Department / Vertical:Private Wealth SalesEducational Qualifications:MBA /Post GraduateRolePrivate BankerExperience5RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )Understand in detail clients investme...

BASIC ROLE INFORMATION:Function / Department / Vertical:Private Wealth SalesEducational Qualifications:MBA /Post GraduateRolePrivate BankerExperience5RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )Understand in detail clients investme...

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Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size cross selling the Right products acquiring family a/cs retai...

Job Title: NRI Relationship Manager – NRI BankingLocation: KochiCTC: 8 LPARole OverviewWe are hiring an experienced NRI Relationship Manager to manage and grow the bank’s NRI customer portfolio in the Cochin region. The role involves deep relationship building cross-selling and delivering superior c...

Job Title: Relationship Manager – CASALocations: Panchkula Mohali Nabha & MogaCTC: 6 LPARole OverviewSeeking dynamic CASA RM to drive Current & Savings Account acquisition deepen customer relationships and deliver branch-level growth.Key ResponsibilitiesSource Current Account & Savings Account custo...

Relationship Manager – Working CapitalLocations:HyderabadBengaluruVisakhapatnamOpenings: 3CTC: 6 LPARole OverviewWe are hiring Working Capital Relationship Managers to acquire and manage SME/MSME clients requiring CC/OD Term Loans BG/LC and other working capital solutions. The role involves business...

*Trade Current Account Acquisition in TFX Business* Were seeking a highly motivated and results-driven professional to join our team as a Trade Account Acquisition Specialist in the TFX business. *Key Responsibilities:* - Acquire 4-5 EXIM/Trade Accounts per month - Activate acquired accounts on...

Role Relationship Manager – ETFLocation HyderabadJOB ROLE:• Responsible for driving ETF sales and catering to all existing relationships including National andRegional Broking platforms.JOB RESPONSIBILITIES:• Responsible for gathering assets in Mirae Asset ETF and would be responsible for AUMGrowth....

Job PurposeThis role is responsible for managing a set of relationships acquisition of new relationships and driving achievement of the sales target expected from the relationships.Job Context & Major ChallengesJob Context & Job Challenges:Job Context BSLAMC is a fund manager for Birla Sunlife Mutua...

Job PurposeThis role is responsible for managing a set of relationships acquisition of new relationships and driving achievement of the sales target expected from the relationships.Job Context & Major ChallengesOrganization ContextEstablished in 1994 Birla Sunlife Asset Management Company (BSLAMC) i...

Hiring: Trade Relationship Manager Ahmedabad Up to 6 LPA Role: Trade Relationship Manager Grade: M2 / M3 Location: Ahmedabad CTC: Up to 6 LPA (Hike on current CTC) Job Description We are hiring dynamic professionals for Trade Relationship Manager role to drive acquisition of Current Account...

Job PurposeThis role is responsible for managing a set of relationships acquisition of new relationships and driving achievement of the sales target expected from the relationships.Job Context & Major ChallengesJob Context / Job Challenges :Organisation ContextEstablished in 1994 Birla Sunlife Asset...

Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size cross selling the Right products acquiring family a/cs retai...

We are looking for a dynamic and result-oriented CASA Sales Relationship Manager (RM) to acquire new customers and grow the CASA (Current Account & Savings Account) portfolio. The candidate will be responsible for generating leads opening accounts maintaining customer relationships and achieving mon...

Roles and Responsibilities: Achieving your sales targets as per channel strategy Meeting prospective customers with channel sales team to sell insurance solutions Contact customers through calls emails or meetings to present cross-selling opportunities Build strong relationships with clients to ens...