Virtual Relationship Manager jobs in Maharashtra

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...

Looking for a Cloud Infrastructure & VDI Specialist with at least 7+ years of strong expertise in Azure Virtual Desktop (AVD) and related cloud technologies. The role involves designing, deploying, and managing virtual desktop environments, ensuring high availability, security, and performance. Candidate should have hands-on experience with cloud monitoring, automation, storage solutions, and...

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...

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 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...

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...

Relationship Manager – Health Insurance (Insurtech) Location: Mumbai Salary: ₹3 – 5 LPA (Fixed) + Unlimited Incentives Employment Type: Full-Time Role Overview Flashaid is a fast-growing Insurtech platform helping startups and SMEs simplify health insurance and employee benefits. We are looking for a dynamic, result-driven Relationship Manager with prior experience in the insurance...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Designation: Relationship Manager Role: Privilege Sales Industry: Financial Services / Broking Academic Qualification: Graduate. Reporting to: Branch Manager Team Management: NA Work experience : Min 1 -4 years’ experience in Broking / Banking / Insurance CTC - Up to 6 Lac + Incentive Key Job Responsibilities - - Acquire quality clients through networking, database, market intelligence,...

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...

Profile: HNI Relationship Manager Roles and Responsibilities of RM HNI . - Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc. to the customers - Responsible to acquire high net worth clients for financial products. and revenue generation. - Candidate having good relationship with HNI Clients. - Ensuring the highest levels of...