583 Relationship Manager Jobs in Bangalore

Role/Job Title: Relationship Manager-First Wealth (HNI Acquisition) Function/ Department: Branch Banking Job Purpose:      The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products. Roles and Responsibilities: Primary Responsibilities:   Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities:  Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer.

Retail Branch Banking CASA CASA Sales Portfolio handling HNI & Ultra HNI client handling Cross selling  Responsibilities: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross-sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship records for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction.  

equirements: Bachelor's degree in Business Administration, Marketing, or related field (Master's degree is an advantage). 5 to 7 years of experience in customer service, account management, or a related role. Excellent communication, negotiation, and interpersonal skills. Strong problem-solving abilities and conflict resolution skills. Proficiency in CRM software and MS Office Suite. Ability to handle multiple tasks and work in a fast-paced environment.  Personal Attributes: Customer-first mindset. Empathetic and patient. Detail-oriented and highly organized.  

TM-PP (Bangalore) Role: Manage loyalty programs, community engagement, product training, and technical support for Birla Paints, supporting painter app usage and contractor relationships to drive business growth. Key Responsibilities: Coordinate and execute product training sessions for stakeholders, including painters and contractors Provide technical support to customers and field teams to ensure effective product usage Manage loyalty programs and community engagement initiatives to build long-term relationships Collaborate with cross-functional teams to ensure seamless implementation and feedback mechanisms Support secondary sales and B2B sales efforts by building strong relationships with contractors and distributors Monitor usage metrics and customer feedback to improve engagement and service quality Requirements: Bachelors degree with strong relationship management and communication skills Experience in product training, technical support, and community engagement Familiarity with B2B and secondary sales channels Salary Range: 300,000 - 800,000 per annum Location: Bangalore This JD highlights responsibilities in managing customer relationships, technical training, product support, and community-building initiatives for Birla Paints growing business in India.

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross-sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship records for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction.

Job Opening: Business Relationship Manager (BRM) Kotak Mahindra Bank (On-Rolls) Designation: Assistant Manager (M1 Grade) Program: Kotak BRM SBE Salary: 4 LPA (Fixed) + Performance Linked Pay Training: 3 Months Residential Training + 5,000 Stipend/month Location: Pan India (as per bank requirement) Hiring Partner: ITM Skills Academy Eligibility Graduate in any discipline (Minimum 60% aggregate) Age: Up to 25 years Experience: 01 year (preferred exposure in sales/credit) Good understanding of loan products (BL/OD/CC) Skills Required Excellent communication (written + verbal) Relationship management & influencing skills Sales acumen & local market knowledge Ability to manage business loans & working capital products Job Responsibilities Offer tailored working capital & loan solutions Manage products: Cash Credit, Term Loan, Demand Loan, LC, BG etc. Collaborate with Branch Banking teams to acquire new customers Increase penetration of Current Accounts, TDR, Trade Finance etc. Build strong relationships with business owners/CFOs Analyse client business, cash flow, and growth potential Recruit and guide DSTs for sales growth Ensure customer satisfaction & process efficiency Compensation & Benefits 3 Months Residential Training with AC accommodation 5,000/month stipend during training After training: On-roll position with Kotak Mahindra Bank at 4 LPA Attractive retention bonus after 1 year Training Fee: 2,10,000 (all inclusive) Loan facility available for selected candidates Contact for More Details  call on 8655880797 or share your resume on sowmyad@itm.edu

Casa Casa sales Hnadling HNI & Ultra HNI client Retail Branch Banking Responsibilities: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross-sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship records for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction.

Please find the job description below: PositionRelationship Manager - Global Indian BankingBusiness UnitBranch BankingSub UnitBranch Global Indian BankingReporting toBranch Business Leader (BBL)ResponsibilitiesCandidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI baseCandidate should have a clear focus on large value to grow the GIB book size for the branchCandidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term depositsHe should have a good connectivity in the NRI segment to source business and sound knowledge to understand the businessHe should have cross sell skills for sale of third party products like Life Insurance and Mutual FundsEducation:Expected CandidateGraduation (Post Graduate preferred)ProfileAMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantageOther Aspects / Skills:-Good written and verbal communication skillsFully conversant with MS OfficeExcellent networking & interpersonal skillsSensitive to issues of confidentially and complianceMarket knowledge of Retail Banking or Consumer Banking or Branch BankingKnowledge of regulatory guidelines  

Job Title : Investment Relationship Manager Position purpose: To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies: Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number Education:Grad/P.G Exp: 0.6months to 5yrs Sat & sunday holiday. Will have public holidays. Interested candidates whatsapp cvs to Harika - 8106336954/ call me. Email harika@avaniconsulting.com

Customer Relationship Management ManagerJob Category: CRM ManagerJob Type: Full TimeJob Location: banagloreSalary: 10-20LPAYears of Experience: 7-15yrsLinkedInFacebookTwitterEmailWhatsAppCopy LinkShareAbout the Role We are seeking a CRM Manager to lead customer relationship management initiatives for our luxury brand. The ideal candidate will be responsible for designing, implementing, and optimizing customer programs that build long-term loyalty, enhance customer engagement, and drive business growth through data-driven insights, up-selling, and cross-selling strategies. The CRM Manager will play a critical role in delivering a seamless luxury customer experience across touchpoints, ensuring personalized engagement with both new and existing clients. Key Responsibilities Customer Relationship Strategy Develop and execute CRM strategies aligned with the brands luxury positioning. Design and implement customer loyalty programs, engagement initiatives, and retention campaigns. Customer Engagement && Outreach Manage customer outreach for both existing and potential high-value clients. Tailor experiences and communications to enhance customer satisfaction and brand affinity. Data Analytics && Insights Leverage data mining, segmentation, and predictive analytics to understand customer behavior. Provide insights for up-selling and cross-selling opportunities. Program && Campaign Management Drive targeted marketing campaigns, ensuring measurable impact on customer engagement. Monitor and report CRM performance metrics, customer lifecycle value, and ROI. Collaboration && Leadership Work closely with marketing, retail, and digital teams to integrate CRM strategies across channels. Manage CRM tools and platforms to ensure efficient operations and customer data integrity. Key Requirements MBA in CRM / Marketing with 7+ years of relevant experience. Proven track record in hospitality, luxury, or customer-centric industries. Strong understanding of CRM systems, analytics, customer lifecycle management, and loyalty programs. Excellent communication and interpersonal skills to engage with high-net-worth customers. Ability to design personalized customer journeys that align with luxury brand standards. Why Join Us Be part of a leading luxury brand shaping world-class customer experiences. Opportunity to lead strategic CRM initiatives with direct impact on brand loyalty and growth.

 Dear Job Seeker,  If you are passionate about building a successful career in insurance and possess strong leadership and interpersonal skills, we invite you to apply for this position. Key Responsibilities: Maintain Customer Relationship         Build sustainable relationships and trust with customer via open and interactive communication         Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan         Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)          Perform annual protection review calls as per the timelines Campaign Calling         Perform Segmented product based campaigns including GLIP, SWP, FWP and others         Ensure that the customers are aware of the offering and do not have any confusion regarding the same Perform Service Request Calls         Keep records of customer interactions, process customer accounts and file documents         Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution         Provide accurate, valid and complete information by using the right methods/tools         Identify and assess customers needs to achieve satisfaction  Essential qualifications and experience:  Certifications in Financial markets Like - AMFI / CFP , Gender Female (Preferred)  Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers  Competence required: Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers  How to Apply: Interested candidates are requested to send to [priya.kkdconsulting@gmail.com]. Please mention "Application for Relationship Manager in the subject line.   We look forward to welcoming a dedicated and enthusiastic professional to our team. Join us in shaping a successful and rewarding career in the insurance industry. Best Regards Priya Singh KKD CONSULTING CONTACT -9811250603{WHATSAPP}

Greetings!!! From Aspire ERP Hiring Partner for MNC LIFE INSURANCE CO.LTD  COMPANY NAME : MNC LIFE INSURANCE DESIGNATION : RELATIONSHIP MANAGER Channel : Banccassurance   EXP : Required  2+ Yrs Exp  in sales / Banking Sales   For Apply Call on 9049228518 Email on aspirebfsijobs1@gmail.com JOB PROFILE:   HANDLING WALKIN CUSTOMERS OF THE BANK Responsible in handling Bank Revenue Generation for Insurance vertical whole channel relationship management between hdfc LIFE INSURANCE AND hdfc bank. Building Relationship with Bank Employees and utilising data of HNI AND POTENTIAL Customers of the bank and generating leads from the walk-in customers. Drive the Life insurance business from company data base Loan customers, Pitching to Walking Customers. GENERATE THE BUSINESS FROM LOAN CUSTIMERS(I.E CREDIT LIFE INSURANCE RELATIONSHIP MANAGER  will help the bank employees for achieving business targets for the entire Bank  Regards Vaishnavi 9049228518 Aspirebfsijobs1@gmail.com

Fostering strong relationships with Mapped book HNI customers to grow CASA& TD and to offer them best financial planning solution through Insurance and Investment solutions. Build Book of potential Customers for the Bank through acquiring HNI clients to increase profits Penetrate on Mapped book by positioning various products and solutions to mapped base customers to increase Product Holding 1. Acquisition of new Customers and Increase book size. 2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals Domestic and NR. 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. 4. Responsible for catering the investment needs of clients by providing them research based advises. 5. Interfacing all queries of Clients and understanding their investment needs. 6. Manage portfolios of clients and offer them investment solutions. 7. Investment Advisory to new and existing Clients and achieve revenue targets monthly. 8. Promote high quality sales, supply and customer service processes 9. Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)  If you are interested, please share your updated resume or call or whatsapp -9376654477 Email: kc@kapilconsultancy.com

Job description below: PositionRelationship Manager - Global Indian BankingBusiness UnitBranch BankingSub UnitBranch Global Indian BankingReporting toBranch Business Leader (BBL)ResponsibilitiesCandidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI baseCandidate should have a clear focus on large value to grow the GIB book size for the branchCandidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term depositsHe should have a good connectivity in the NRI segment to source business and sound knowledge to understand the businessHe should have cross sell skills for sale of third party products like Life Insurance and Mutual FundsEducation:Expected CandidateGraduation (Post Graduate preferred)ProfileAMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantageOther Aspects / Skills:-Good written and verbal communication skillsFully conversant with MS OfficeExcellent networking & interpersonal skillsSensitive to issues of confidentially and complianceMarket knowledge of Retail Banking or Consumer Banking or Branch BankingKnowledge of regulatory guidelines  

We are Hiring  Position: Relationship Executive / Relationship Manager (Telesales) Location: Chennai / Bangalore Eligibility: Any Degree Experience: 0-5 years preferred Languages: Tamil & English Work Hours: 9:30 AM to 6:30 PM, Monday to Saturday CTC: 1,92,000 to 4,50,000 per annum + incentives Joining: Immediate Responsibilities: Make outbound calls to promote insurance products Explain features and benefits of insurance plans Achieve or exceed sales targets Conduct direct meetings for male candidates based on customer needs Maintain regular follow-up with leadsIF interested share CV at Priyawehyre@gmail.com OR 7667896068REGARDS HR PRIYA 7667896068

Looking for a BFSI Company for a leading Financial company  Location- Bangalore, Mangalore, Hubli Role - Relationship Officer /Relationship Manager / NRI RM Please send your updated resume  Mutual or equity selling experience  

Hiring for Relationship Manager-Bancassurance.  Will be responsible for managing the relationship between a bank and an insurance company partner to sell insurance products to the bank's customers. Life insurance experience required.

Dear Associate,  Opening for Relationship Manager /Banca Sales in Top MNC Life Insurance Company.  To apply please call Saikrishna on 8121846216 or email CV to aspirebfsi2@gmail.com   100% leads will be provided by the bank to sell the product to the customers of the bank.  Job Responsibilities: Meeting sales target by partnering, managing and driving channel Partners(Leading Banks) Mobilizing & Managing business through the assigned lead data. You will be required to sell products to customers who already have a strong relationship with the channel partner. Daily reporting of Achievements Ensuring productivity on monthly basis     Qualification: Minimum Graduate    Experience: Sales Experience 1 to 2 years in Life Insurance is an added advantage.  Thanks, Saikrishna Aspire Erp Systems 8121846216 Email: aspirebfsi2@gmail.com

We Are Hiring Life Insurance (Banca Channel) Company: Canara HSBC Life Insurance Location: Bangalore Channel: Bancassurance (Equitas Bank Tie-up) Open Positions: ESO, PAM, PB CTC: Up to 6.5 LPA Eligibility Criteria: Graduation is mandatory Experience in Life Insurance is mandatory Banca channel experience required Age: Below 35 years If youre interested, please send your resume to my WhatsApp: 8712243262 You may also refer anyone who fits the criteria. Thank you! Sushma

Job Description (JD) for the RM / Sr. RM Mortgage Loans (LAP/HL) positions. You can customize the contact details or company introduction if needed. Job Title: Relationship Manager (RM) / Senior Relationship Manager (Sr. RM) Department: Mortgage Loans LAP / HL Location: Vadodara, Bangalore, Chennai, Mumbai Reporting To: Sales Manager / Area Sales Manager Job Purpose: To acquire and manage customers for Loan Against Property (LAP) and Home Loan (HL) products, ensuring business growth, portfolio quality, and compliance with bank policies. Key Responsibilities: Source new business for LAP / HL through direct channels, DSA, and referral networks Manage end-to-end customer relationship from sourcing to disbursement Conduct personal discussions, eligibility checks, and explain loan offerings to clients Ensure high quality sourcing in terms of customer profile, documentation, and compliance Maintain productivity norms on login, sanction & disbursement Coordinate with internal credit, legal & technical teams for processing files Regularly engage with existing and potential clients to generate business and referrals Stay updated with competitor offerings, pricing, and market trends Achieve monthly sales targets and contribute to branch-level profitability Eligibility Criteria: For Relationship Manager (RM): Minimum 1 year of experience in Loan Against Property (LAP) Sales-driven and target-oriented attitude Local market knowledge and existing network preferred For Senior Relationship Manager (Sr. RM): Minimum 3 years of experience in Home Loans (HL) and Loan Against Property (LAP) Proven track record of high-ticket size deals Strong negotiation and interpersonal skills Local experience strongly preferred Skills & Competencies: Strong communication & presentation skills Ability to understand customer financials and documentation High degree of self-motivation and result orientation Proficiency in MS Office and loan management systems Fluency in local language is a plus