Relationship Manager jobs in Mumbai

Position: Relationship Manager Experience: 7-12 years of experience in AMC Sales for National Distributors/ Banks/ NBFC partners. Reporting to: National Head- Sales Location: Mumbai Department: Sales CTC Range: As per industry standards Minimum Qualification: Graduate. - MBA/PGDM (Finance/ Marketing preferred) - NISM 5A is mandatory. - Only apply if you have minimum 3-4 years of experience...

Job Title: Relationship Manager – Retail Advisory Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi Role 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...

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...

About us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals. Founded by a team...

Company Description Winshine 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 Title: Wealth Relationship Manager Location: Malad West Company: Supremus Angel LLP Employment Type: Full-Time Open Positions: Multiple Opening Experience: 5–7 years (Experience Finances service or Wealth Management or Investment Advisory roles) Salary: Best in Industry Standard + Performance based Incentive About Supremus Angel LLP Supremus Angel LLP is a fast-growing private markets...

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...

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 Purpose - Origination 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...

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...

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...

Position: Relationship Manager – Real Estate Location: UAE Industry: Real Estate / Property Sales Employment Type: Full-Time Key Responsibilities: - Handle client in investing property. - Build and maintain strong client relationships to ensure referral business. - Understand client requirements and recommend suitable properties accordingly. - Conduct property meetings, and negotiations. -...

Bharti Axa Life Insurance is seeking motivated candidates who are eager to build a career within a rapidly growing organization. Candidates who want to join Bancassurance team in a leading life insurance company, kindly apply. Banking channels are Axis bank, AU Small Finance Bank, KBL Bank. JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of...

Hi, Greeting from YES Bank !!! We have openings for Relationship Manager for women with career break of more than 6 months recently for Medium Enterprises & Mid Corporates. Role Summary: We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients...

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...

Join Neo – Redefining Wealth Management Are you a banker who wants to build, not just maintain? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging. What You’ll Do? - Build & manage a portfolio of HNI clients - Deliver unbiased, performance-driven wealth solutions - Drive trust-based,...

Position: Relationship Manager PRIMARY RESPONSIBILITIES: • Responsible for sourcing, structuring & servicing clients for their financial needs by offering them various secure products majorly designed to cater to the MSME segment from open market • Responsible for attending client’s queries and resolution in TAT. • Responsible for coordination with support functions (Credit/Ops) in...

We are seeking a talented individual to join our Risk Management Practice team at Marsh India Insurance Brokers Pvt Ltd. This role will be based in Mumbai Senior Relationship Manager / Assistant Vice President / Vice President – Risk Management Practice. We will count on you to: - Responsible for new business generation. - Responsible for cross selling of products with the existing clients. -...

PURPOSE OF THE ROLE A two-to-three-line statement outlining the objective or the reason for which the job exists. VH VRM roles involves responsibility of managing 13.5 lac customers for FY 26 with NRV value of 14000 Crore. The role comprises of managing 887 front line team members (on role, off role and vendor premises) with 51 front line leadership members. The role carries the...

We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales conversions. Responsibilities: - Call and...

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 month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able...