Virtual Relationship Manager jobs in Lucknow

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...

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...

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...

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 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,...

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...

Job RoleEngaging with distributors (IFA / Banks / ND’s) to garner sales.Manage direct selling to cater to the HNI customers in the area.Leverage on market opportunities and develop new client relationships and accountsIdentify & empanel new IFA in the area.Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

Marsh India Insurance Brokers Pvt Ltd is seeking candidates for the following position based in the Gurugram office: Assistant Manager / Relationship Manager - Employee Health & Benefits Practice - We will count on you to:Key responsibility is that he / she is a Team Member and part of Account Management team - The role is to collaborate / work with Client Account Managers for global / central...

Urgent Hiring || Relationship Manager || Ahmedabad Location- Ahmedabad Profile: Manager / Sr. Manager – Independent Financial Experience- 2 years Ctc- upto 7 Lpa (Depends on interview) Working Days- 6 days Reporting To: National Head Key Highlights: - 3 decades of experience in Capital Markets - SEBI registered Category – I Merchant Banker - Association s Membership of NSE, BSE, BSE –...

JOB DETAILS 1) Understand customer needs and develop plans to address them 2) Identify key staff in client companies to cultivate profitable relationships 3) Resolve customer complaints quickly and effectively 4) Forward upselling and cross-selling opportunities to the sales team 5) Promote high-quality sales, supply and customer service processes 6) Aim to preserve customers and renew...

About Knowledge Networks Inc. Knowledge Networks Inc. is at the forefront of AI policy education and governance. We operate two flagship initiatives that are shaping the global conversation on artificial intelligence regulation: • RegulatingAI: A leading AI policy research platform with 100,000+ subscribers, producing podcasts, webinars, newsletters, and comprehensive policy analysis that...

The Chambers is looking for a Virtual Manager for its practice strategy and client development work. Previous experience of handling legal practice development strategy work at a law practice/law firm of any size across any location in India or in foreign jurisdictions is mandatory. Candidates without any experience in this specific field of work will not be considered for...

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...

1. Sales Achievement personality. 2. Lead Generation.3. Handle Pressure.4. Building Strong Relationship with Clients.5. Ability to Development and Implement strategies.6. Result Oriented.7. Strongly Informed Social Activities.8. Sales & Marketing Trends values. Experience 1 - 3 Years No. of Openings 25 Education Any Master Degree, B.A, Diploma, Any Bachelor Degree Role Relationship...

🌟 We're Hiring: - Technology Risk - Governance 🌍 Location: Noida 🎓 Education: Graduate/Post-Graduate 💼 Experience: 10+ Years No of position - 1 🎓 Qualifications & Experience-- - Education: Degree in Computer Engineering, Computer Science, or other IT related discipline - Certifications: Must have: One or more certification like CRISC, CISSP, CISM, CEH or relevant technology certifications...

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. -...

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...

We are seeking a talented individual to join our Marsh Multinational team at Marsh India Insurance Brokers Pvt Ltd. This role will be based in Bengaluru. Senior Relationship Manager / Assistant Vice President / Vice President - Marsh Multinational We will count you to: - Identify client needs and develop action plan for servicing them - Responsible for new business generation. - Build and...