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Relationship Manager-PRIME VISHWAAS-SalesRelationship Manager – Prime Vishwaas Sales – M1 Job role &amp; Responsibilities: <ul><li>Manage Auto loan through Car Dealers, Direct Sales Agents  &amp; Direct Sales Teams </li><li>Empanelment of New car Dealers, DSA &amp; DST in the Market</li><li>Accountable for sales performance &amp; Productivity of team</li><li>Conduct Training for all the channels &amp; Team on Product, Policy &amp; Market Changes</li><li>Manage Business Promotional activities with Channels</li><li>Responsible for tracking channels &amp; Team for Quality sourcing &amp; Healthy portfolio</li><li>Interact with credit team, &amp; Get business approvals</li><li>Keep close watch on competitor product, Policy &amp; Market strategy</li></ul> Deliverables : <ul><li>Recruit, Train &amp; Motivate channel sales team achieve sales targets</li><li>Guide channel sales team &amp; introduce clients to them</li><li>Maintain knowledge on all bank product &amp; series &amp; assist to resolve customer queries</li><li>Develop new relationships with customers to increase revenue &amp; accounts</li></ul>   <ul><li>Conduct Training for all the channels &amp; Team on Product, Policy &amp; Market Changes</li><li>Manage Business Promotional activities with Channels</li><li>Responsible for tracking channels &amp; Team for Quality sourcing &amp; Healthy portfolio</li><li>Interact with credit team, &amp; Get business approvals</li><li>Keep close watch on competitor product, Policy &amp; Market strategy</li></ul><ul><li>Graduate</li><li>Recruit, Train &amp; Motivate channel sales team achieve sales targets</li><li>Guide channel sales team &amp; introduce clients to them</li><li>Maintain knowledge on all bank product &amp; series &amp; assist to resolve customer queries</li><li>Develop new relationships with customers to increase revenue &amp; accounts</li></ul><h4>Experience Level</h4>Mid Level

Kotak Mahindra Bank

Relationship Manager-HYP Business-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches OperationsJob role  <ul><li>Sourcing new to bank (NTB) clients</li><li>Relationship management for Mid and large corporates / Infrastructure companies</li><li>Experience in handling clients with more than 25 cr Turnover, and avg ticket size of lending of &gt;Rs.10crs. </li><li>Candidate should have dealt with following products: </li></ul><ol><li>Cash credit/Over draft Limits </li><li>Project funding for EPC projects</li><li>Term Loan/Foreign currency Term Loan for Working capital and Equipment/Plant and Machinery Purchases</li><li>Bank Guarantee Limits</li><li>Buyers credit Limits</li><li>Trade  products  i.e. LC  Limits  (for Import and domestic purchases)</li><li>Bill Discounting Limits both LC backed and BOE backed</li></ol>  Requirements : -<ul><li>MBA Finance/Marketing, CA</li><li>Experience of more than 2-3 years</li><li>Experience in acquiring new to bank Clients</li><li>Experience of handling mid to large corporate clients</li><li>Knowledge of various wholesale banking products like CC, OD, BG, BC LC’s and Trade &amp; Forex, export products and project Term Loans</li><li>Knowledge of Infra companies into Road/Civil Construction and Development, Power, Irrigation, water and sewerage, Mining and Quarry, Oil and Gas Exploration, Ports, Shipping, Warehousing and Material Handling, Hotels, Hospitals will be an added advantage</li><li>Knowledge of Mortgage and properties</li></ul>Good negotiation skills <h4>Experience Level</h4>Mid Level

Relationship Manager-LAP-Loan Against Property-SalesAs a Relationship Manager in the LAP Sales department, you will play a crucial role in driving the bank's LAP business. Your primary focus will be on acquiring new customers, cross-selling bank products, and ensuring customer satisfaction. You will be expected to work closely with the bank's relationship teams to deliver an exceptional customer experience.<ul><li>Build and maintain strong relationships with customers to understand their financial needs and goals.</li><li>Achieve and exceed sales targets for LAP products.</li><li>Cross-sell other bank products and services to existing customers.</li><li>Provide excellent customer service and ensure a positive customer experience.</li><li>Stay updated on market trends and competitor offerings to offer tailored solutions.</li><li>Collaborate with internal teams to streamline the loan application process.</li><li>Conduct thorough financial assessments of customers' loan applications.</li><li>Maintain accurate records and documentation for all loan transactions.</li><li>Ensure compliance with all relevant regulations and policies.</li><li>Attend training sessions and workshops to enhance professional skills.</li></ul><ul><li>Bachelor's degree in Business, Finance, or a related field.</li><li>Minimum 2 years of experience in sales or relationship management, preferably in the banking industry.</li><li>Strong communication and interpersonal skills.</li><li>Ability to build rapport and establish trust with customers.</li><li>Excellent customer service orientation.</li><li>Proficiency in using MS Office and CRM software.</li><li>Analytical skills to interpret financial data and market trends.</li><li>Self-motivated and results-driven approach.</li><li>Strong work ethic and attention to detail.</li><li>Willingness to travel for business purposes.</li></ul><h4>Experience Level</h4>Mid Level

Manager-Corporate Employee Solutions-CORPORATE EMPLOYEE SOLUTIONS-Relationship ManagerAs a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling financial products, and ensuring high standards of service delivery across mapped branches. This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders. You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance. The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement.Drive enhancement of the deposit pool from corporate employees and mapped customers. Ensure consistent delivery of high-quality service standards across branches. Promote and achieve cross-selling targets for non-deposit products including: Mutual Funds (MF) Insurance products Generate fee income through strategic product offerings and customer engagement. Oversee branch administration and ensure operational efficiency. Ensure full compliance with regulatory and internal guidelines. Manage team productivity and foster a positive work environment. Take ownership of branch-level profitability and break-even performance. Liaise with product management, marketing, and other verticals for product development and service enhancements. Monitor service delivery and resolve customer queries within defined turnaround times (TAT). Maintain high levels of customer satisfaction and retention through proactive relationship management..<h4>Experience Level</h4>Mid Level

Relationship Manager-Affluent-Priority-Regional salesAs a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank’s premium customer segment.
Acquire new HNI clients and expand existing relationships through strategic sales planning and execution. Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions. Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue. Perform regular portfolio reviews and present investment options aligned with client goals. Maintain consistent client engagement through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times to ensure satisfaction and loyalty. Collaborate with internal teams to ensure seamless service delivery and client onboarding. Organize and participate in special sales initiatives, client events, and engagement activities. Ensure strict adherence to bank policies and regulatory guidelines in all client interactions. Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.<h4>Experience Level</h4>Mid Level

Relationship Manager - HF-HOUSING FINANCE-SalesJob role:<ul><li>Manage sales and distribution through the cross channel and open market channels</li><li>Ensure unilateral growth by adding new DSAs / Branches</li><li>Manage and grow the Direct Sales team and focus on increased Productivity</li><li>Marketing and encashing catchment areas</li><li>Meeting HNI clients and explaining various products related to Loan against property/HF</li><li>Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets</li><li>Responsible for Project approvals of Builders</li><li>Ensure additional revenue generation through cross – sell &amp; Multi selling of Insurance, CASA , Credit Cards etc.</li><li>Training &amp; Development of the DST Team and DSAs</li><li>Liasoning with Internal teams for business like Credit, Legal, Technical, RCU &amp; Operations</li><li>Responsible for end to end processing of the case and updating the status of the same to the customers.</li><li>Ensuring Top Class service for Customers for better NPS Scores</li></ul>Job Requirements:<ul><li>Relevant HL/Mortgage experience atleast 2 to 7 years </li><li>Age between 25 to 35 years</li><li>Graduate / Post Graduate </li></ul><h4>Experience Level</h4>Mid Level

CEC-Relationship Manager-VRM-BRANCH BANKING-VRMJob Role: Team Leader• Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio.• Collaborating with fulfilment teams to ensure best in class conversion ratios.• Ensure availability of trained manpower to maintain production at 100% capacity.• Meet cost to income ratios as determined by Score card.• Adherence to Standards of Performance.• Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements:• Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees.• People management skill essential.• Experience in working in a tele-sales or relationship management in BFSI preferred.• Certified in AMFI/IRDA.• Good listening skills and strong communication abilities.• Team Player.   Job Role: VRM Officer • To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets.• This skill will also do sales with assigned customer based mapped to them.• Measure of outcomes – NPS, Service Level, Service Quality and Sales.• Responsible for quality communication and customer servicing within laid down productivity and service benchmarks.• Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues.• Complete the logs specified by the process (End-of-day target).• Adherence to Information Security norms &amp; quality process norms.• To be aware of and comply with any updates about the process.• Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements:• Should be a least graduate.• No western line candidates to be scheduled, kindly hunt profiles residing near to Thane.• Should not have employment gap for more than a month.• Should have at least completed a year in current org.• Better soft skills – conversational skills and English versant scores 7+.• Flexible to work on rotational week offs. <h4>Experience Level</h4>Senior Level

Relationship Manager-CORPORATE BANKING-SalesAs a Relationship Manager, you will play a crucial role in our Corporate Banking division, focusing on sales and client engagement. Your primary objective is to build and nurture long-lasting relationships with corporate clients, understand their unique needs, and offer tailored financial solutions. You will be a trusted advisor, providing expert guidance and ensuring an exceptional client experience.
<ul><li> Develop and execute sales strategies to acquire new corporate clients and expand business with existing clients.</li><li> Build and maintain strong relationships with key decision-makers within corporate entities.</li><li> Understand client needs and offer tailored financial products and services to meet their requirements.</li><li> Stay updated on market trends, industry developments, and competitor activities to provide insightful recommendations.</li><li> Collaborate with internal teams to ensure seamless delivery of services and timely resolution of client queries.</li><li> Prepare and present proposals, pitches, and financial analyses to corporate clients.</li><li> Negotiate and close deals, ensuring compliance with regulatory requirements and bank policies.</li><li> Monitor and analyze client portfolios to identify cross-selling opportunities and upsell additional bank products.</li><li> Maintain accurate records of client interactions, transactions, and sales activities.</li><li> Attend industry events, conferences, and networking opportunities to represent the bank and expand the network.</li></ul><ul><li> Bachelor's degree in Business, Finance, or a related field.</li><li> Minimum 3 years of experience in corporate banking, sales, or relationship management.</li><li> Strong knowledge of corporate banking products and services, including loans, deposits, and treasury management.</li><li> Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.</li><li> Proven track record of achieving sales targets and maintaining a high level of client satisfaction.</li><li> Analytical mindset with the ability to interpret financial data and make informed recommendations.</li><li> Proficiency in MS Office and experience with CRM systems.</li><li> Ability to work independently and manage multiple client relationships simultaneously.</li><li> Strong problem-solving skills and a customer-centric approach.</li><li> Willingness to stay updated on industry trends and regulatory changes.</li></ul><h4>Experience Level</h4>Mid Level

Relationship Manager-Bharat Business-Bharat Business Loans-SalesThe Relationship Manager – LAP &amp; Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention.

  

Key Responsibilities:·       Business Development:o   Source new clients through market visits, channel partners, and referrals.o   Promote LAP and affordable home loan products in the assigned territory.o   Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners.·       Customer Relationship Management:o   Manage customer lifecycle from lead generation to loan disbursement.o   Handle client queries and ensure timely resolution.o   Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals.·       Credit Assessment:o   Conduct initial credit evaluation and financial analysis of customers.o   Ensure compliance with company’s risk policy and documentation standards.o   Liaise with credit and operations teams to ensure smooth processing and disbursement of loans.·       Sales Target Achievement:o   Achieve monthly and quarterly sales targets for LAP and affordable loans.o   Monitor performance and proactively take corrective actions to ensure goals are met.·       Market Intelligence:o   Keep abreast of market trends, competitor products, and pricing strategies.o   Provide feedback and insights to the product and marketing teams.Skills Required:·       Strong interpersonal and communication skills·       Proven sales and negotiation abilities·       Customer-centric mindset·       Ability to work independently and in a teamGood knowledge of financial documents and credit underwriting<h4>Experience Level</h4>Mid Level

Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail SalesWe are seeking a dynamic and results-driven Relationship Manager to lead retail sales initiatives in the AGRI-FIN and Tractor Loans segment. The ideal candidate will have a strong background in banking, particularly in retail liabilities, and a proven track record in sales and customer relationship management. This role involves enhancing the deposit pool, cross-selling financial products, and ensuring regulatory compliance while driving branch profitability and team productivity.
Sales &amp; Business Development Enhance the deposit pool from existing and new customers. Drive sales of non-deposit products including Mutual Funds and Insurance. Achieve cross-selling targets progressively across product categories. Generate fee income through strategic product placement. Customer Relationship Management Deliver high standards of customer service and ensure customer satisfaction. Liaise with internal teams to ensure seamless customer service and delight. Act as a key point of contact for high-value clients in the AGRI-FIN and Tractor Loans segment. Branch Operations &amp; Compliance Oversee branch administration and ensure adherence to regulatory compliance. Manage overall productivity and morale of branch team members. Ensure the branch meets its break-even targets and contributes positively to the P&amp;L. Strategic Collaboration Work closely with product management, marketing, and other verticals for new product development and service enhancements. Contribute to sales initiatives and tactical planning. Leadership &amp; Team Management Demonstrate strong leadership skills with a tactical focus. Balance strategic thinking with execution (Thinker:Doer ratio of 40:60). Foster a collaborative and performance-driven team culture.<h4>Experience Level</h4>Mid Level

Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations To capture very large opportunity in Loan against property and Housing in Semi-urban and Rural India banks is setting up separate team for effective coverage. This will help to retain and grow our customer base in Bharat Geography. Team will be distributing loans through emerging branch network and also focus on acquisition of NTB customers through alternate channels. We have exciting opportunity for young leaders who want to build fast track career. Area Sales Manager-Mortgages( Bharat HL &amp; LAP) 



Location
Maharashtra (Ahmednagar, Nashik (Malegaon),Thane


Reporting to
Regional Sales Manager


Grade
M4/M5



    <ul><li>Achieve sales volume and revenue target on month on month basis.</li><li>Work closely with branch banking teams and participate in joint business development activities to generate business.</li><li>Recruit, Train and motivate the sales team to ensure high performance and regular field visits.</li><li><a href="https://www.vskills.in/certification/jobs/job/regional-sales-manager-loan-against-property/" rel="nofollow" target="_blank">Monitor team productivity, provide necessary training and support</a></li><li>Guide team members to generate business and oversee documentation process including legal &amp; technical and ensure accuracy and completeness.</li><li>Focus on building CASA through existing customers and ensure cross sell and fee based income achievement through team.</li><li>Build and maintain relationships with clients, DSAs and channel partners.</li><li>Ensure excellent customer service and address any issues or concerns promptly</li><li>Closely monitor portfolio quality and achieve delinquency targets through team</li></ul>    <ul><li> Qualification - Graduate</li><li>Minimum 7-10 years of experience in Mortgages, Unsecured loans, Wheels business or Working capital.</li><li>Team handling &amp; cross sell through branch channel.</li><li>High drive for results, strong work ethic, relationship management and negotiation skills.</li><li>Strong customer-centric approach to generate business and high standard of satisfaction.</li></ul><h4>Experience Level</h4>Senior Level

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