Relationship Manager jobs in Pune District

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...

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...

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...

🏦 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...

Target Objective The objective of this role is to provide operational support in Key Account Management with regard to handling serial business, including the creation and maintenance of products in SAP. Furthermore, this role is responsible for preparing and maintaining requests and quotations, as well as providing information to customers and internal departments. Job Requirements - Creation...

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,...

Job Title: Relationship Manager – Single Product SalesLocation: PuneCTC: Up to 4.25 LPAJob Description:We are hiring a Relationship Manager for single product sales. The role involves managing customer relationships, generating business, and closing sales for a specific product with company support.Key Responsibilities:- Handle assigned leads and convert them into sales- Build and maintain strong...

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/Aurangabad Experience Required: Min 1 year Job 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...

- 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...

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have a strong understanding of trade finance, commercial lending, and...

Assistant Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group-(WD78991) Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional...

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...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent...

As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank’s Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across the bank’s product suite. You will be expected to source new customers through lead generation...

We are seeking a dynamic and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of trade finance, commercial lending, and investment...