Relationship Manager jobs in Indore

Role Summary We are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings. Key...

Job Description – Relationship Manager (RM) Operations Position: Relationship Manager – Operations Department: Operations / Client Relationship & Retention (CRR) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-time About Client First Wealth Management Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve...

Designation – Relationship Manager Notice Period – Immediate joiner / 15 days Role – Individual Contributor Years of Experience – 1 year to 5 Years Interview Type – Face to Face Key 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...

Role Description This is a full-time Relationship Manager role located on-site in Versova, Mumbai at MoneyWorks Financial Services. The Relationship Manager will be responsible for building and maintaining client relationships, analyzing investment needs, providing recommendations, working with AMCs and ensuring client satisfaction through personalized services. They will be reporting to the...

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...

Walk in Drive on 22-01-2026 -Recruitment Drive for Preferred Relationship Manager, PB-Teller Authoriser & Personal Banker Classic !!! Job Responsibilities(JR)- Managing Classic Portfolio. Achievement of income plans and other benchmarks within portfolio. Customer services. Operations. Acquisition Manager CASA Cross selling HNI Client Experience Required As Per Profile: Preferred...

About SmartQ SmartQ is redefining how the world experiences food. As a next-generation food-tech innovator, we solve real operational challenges through empathy-led insights and powerful technology. Our mission is clear: to elevate everyday dining into a seamless and meaningful experience. In the last decade, we’ve transformed cafeteria and food operations across industries with scalable,...

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, our visionis to be the pre-eminent protection provider enabling...

Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA...

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...

Relationship Manager – Indore Location: Indore Designation: Relationship Manager CTC: Up to 5 LPA Experience: Minimum 2 Years Product: Working Capital – CC, OD, Term Loan Role Overview: We are hiring skilled Relationship Managers to expand Working Capital business across Indore. The role focuses on SME acquisition, open market sourcing, and managing existing customer relationships. Key...

key responsibilities:1. client relationship management:o build and maintain strong relationships with new and existing sme clients.o act as the main point of contact for clients, addressing queries, providing advice, and resolving any issues.2. loan origination and management:o assess client financial needs and recommend suitable sme loan products.o guide clients through the loan application...

Roles and Responsibilities Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers. Sourcing Trade, Forex customers & thereby generating fee based income. Meeting existing customers to generate business opportunities thereby generating revenue for the Bank. Handling Trade based queries from the Branch & increase...

About OneNDF OneNDF is a property-backed loan marketplace, working closely with Real Estate Developers, Ultra-HNI clients & family offices. We specialize in structuring large-ticket, secured, and customized financing solutions for real estate projects and high-value clients. Role Overview We are looking for a senior relationship and deal-origination professional who can: - Build and manage...

Urgent Hiring || AVP/DVP – Private Client Group (PCG) || Gujarat Location: Ahmedabad Profile-: AVP/DVP – Private Client Group (PCG) Experience- 12 + years Ctc- Depends on interview Reporting To: CEO – Wealth & Capital Markets Key Responsibilities Strategic Leadership - Define and execute the overall PCG strategy in alignment with business objectives. - Build and scale the PCG business...

Job description Job Description: Sales Relationship Manager Company: DocOnline Health India Pvt Ltd Location: Bangalore Experience Required: 4 to 5 years About DocOnline: DocOnline Health India Pvt Ltd is a leading digital healthcare platform that provides accessible and affordable healthcare solutions. We are dedicated to improving the health and wellness of individuals by leveraging technology...

JoinTataAIALifeInsurance,aleadingandfastest-growinglifeinsuranceproviderinIndia,establishedin2001 as a jointventure between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies alegacy of trust, integrity,andexcellence,combiningTata'sesteemedleadershipwithAIA'sextensivepan-Asianexpertise.At TataAIA, our vision is to be the pre-eminent protection provider enabling dreamsand inspiring...

Role Summary We are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets. Key...

The Portfolio Relationship Manager (PRM) in the SME segment of Wholesale Banking is responsible for managing and growing a portfolio of corporate clients with turnover ranging from ₹50 to ₹500 crores. This role involves deep relationship management, credit handling, and cross-selling of banking solutions tailored to the unique needs of emerging corporates. The PRM acts as a single point of...

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, our visionis to be the pre-eminent protection provider enabling...