0 Negotiable or Not Mentioned
India
10 days ago
gmail.com
233 Views
We are seeking a highly motivated and experienced professional to fill the role of Priority Relationship Manager. In this position, you will be responsible for managing and expanding a portfolio of High Net Worth Individuals (HNI), with a focus on retail liabilities and the acquisition of CASA (Current Account and Savings Account). You will act as a primary point of contact for clients, ensuring their financial needs are met through personalized service and strategic advice.
This role involves significant cross-selling of financial products, including investment products, insurance policies, and fixed deposits. You will be expected to drive revenue growth while maintaining the highest standards of client engagement. Possible work locations for this role include Delhi NCR, Jaipur, and Amritsar. The ideal candidate will have a strong background in retail banking and wealth management, with a proven ability to thrive in a target-driven environment.
Key Requirements
Minimum of 3 years of professional experience in banking or financial services.
Strong exposure to Retail Liabilities and handling Priority or HNI clients.
Proven expertise in CASA acquisition and sustainable portfolio growth.
Demonstrated experience in cross-selling Investments, Insurance, and Fixed Deposits.
Exceptional client engagement skills with a focus on building long-term relationships.
Strong focus on revenue generation and achieving business targets.
Proven track record in retail banking and wealth management sectors.
Excellent communication and interpersonal skills suitable for HNI interactions.
Deep understanding of banking products, market trends, and financial regulations.
Ability to work independently and as part of a dynamic sales team.
Analytical mindset to evaluate client portfolios and suggest appropriate products.
0 Negotiable or Not Mentioned
India
9 days ago
greenstartjobs.com
230 Views
Green Start is seeking dynamic and experienced professionals to join our team as Relationship Managers focusing on Working Capital solutions. The primary responsibility for this role involves managing and growing a diverse portfolio of Working Capital products while proactively acquiring new clients to expand our market footprint. Candidates will be expected to maintain strong, long-lasting relationships with existing clients and deeply understand their business needs to structure suitable financial solutions that drive growth. This is a high-impact role that requires a blend of sales acumen and financial expertise.
The position offers a significant career opportunity for individuals with a proven track record in the banking or NBFC sectors. We are currently hiring for this role across several key locations in India, including Bangalore, Hyderabad, Chennai, Visakhapatnam, and Coimbatore. Successful applicants will join a target-driven environment where self-motivation and excellent communication skills are highly valued. Only quality profiles with relevant experience in Working Capital products will be shortlisted for the next stages of the recruitment process.
Key Requirements
2 to 5 years of professional experience in Relationship Management.
Proven experience dealing with Working Capital products and services.
Strong ability to acquire new clients and expand business portfolios.
Excellent communication and interpersonal skills for client interaction.
Demonstrated track record of being target-driven and self-motivated.
Ability to understand complex client needs and structure financial solutions.
Proficiency in managing and growing high-value client relationships.
Deep understanding of the banking or NBFC industry landscape.
Analytical skills to assess client creditworthiness and financial health.
Ability to work effectively in a fast-paced and competitive sales environment.
~29,166 Mentioned
India
19 days ago
pbpartners.com
920 Views
Policybazaar.com is inviting applications for the position of Relationship Manager – Commercial Insurance (Field Sales) across various locations in India. This is an excellent opportunity for freshers to kickstart their professional journey with one of the leading insurance platforms in the country. The role focuses on expanding the business footprint through active field engagement and building meaningful professional connections with business clients. The available work locations for this role include Delhi, Gurgaon, Tughlakabad, Dadri, Ahmedabad, Mundra, Gandhidham, Surat, Morbi, Rajkot, Vapi, Ankleshwar, Faridabad, Mumbai, Navi Mumbai, Bhiwandi, Paradip, Ludhiana, Jaipur, Siliguri, and Howrah.
Successful candidates will be responsible for identifying potential business leads, conducting field visits, and explaining diverse insurance solutions to commercial clients. The position offers a competitive salary of ₹3.5 LPA plus performance-based incentives, alongside comprehensive training and mentorship to ensure fast-tracked career growth. Applicants should possess strong interpersonal skills and a drive to achieve sales targets in a dynamic environment. Key duties involve building strong customer relationships and driving business growth through proactive networking and client meetings.
Key Requirements
Freshers (Any Graduate) are eligible to apply.
Strong communication and interpersonal skills are essential.
Willingness to work extensively in field sales activities.
Target-driven mindset with an eagerness to learn.
Ability to generate leads through field visits and networking.
Skill in explaining insurance solutions to business clients.
Building and maintaining strong customer relationships.
Proven ability to achieve sales targets and drive business growth.
High level of self-motivation and discipline for field work.
Basic understanding of the insurance industry or commercial insurance.
0 Negotiable or Not Mentioned
India
10 days ago
gmail.com
236 Views
The Relationship Manager for Wholesale Lending and Developer Financing will be responsible for managing and growing a portfolio of high-impact real estate finance deals. This role requires a professional with 6 to 8 years of experience who can navigate the complexities of the developer financing market and provide strategic financial solutions to clients. The successful candidate will play a pivotal role in identifying new opportunities, conducting thorough credit appraisals, and maintaining strong relationships with developers to ensure the growth of the wholesale lending book.
This position is open for candidates willing to work in major Indian hubs, specifically Mumbai, Pune, and Ahmedabad. The role demands a Chartered Accountant or MBA graduate who possesses a deep understanding of the real estate sector and the ability to drive high-value transactions. You will be expected to collaborate with internal risk and product teams to structure deals that meet both client needs and institutional risk appetite.
Key Requirements
6–8 years of proven experience in developer financing.
Professional qualification of Chartered Accountant (CA) or MBA.
Strong track record in real estate financing and market nuances.
Ability to manage and drive high-impact wholesale lending deals.
Deep understanding of credit appraisal processes for large developers.
Proven ability to maintain and grow client relationships in the finance sector.
Excellent analytical skills to assess financial health and project feasibility.
Strategic thinking for market expansion and risk mitigation.
Effective communication skills to interact with high-level stakeholders.
Knowledge of local real estate regulations and financial laws in India.
0 Negotiable or Not Mentioned
India, Hyderabad
13 days ago
talentpools.co.in
797 Views
A reputed banking institution is hosting a walk-in drive in Hyderabad for the position of Relationship Officer – CASA. This role is crucial for the bank's retail operations, focusing primarily on the acquisition of new customers and the management of existing portfolios. Ideal candidates should possess a background in banking or NBFC sectors, with a proven track record of meeting sales targets and delivering excellent customer service. The role involves acquiring new customers while maintaining and strengthening existing relationships to drive growth in CASA portfolios. This position requires a candidate who is highly motivated, customer-focused, and capable of promoting various banking products to maximize portfolio value. The successful applicant will work closely with branch operations to ensure high-quality service and adherence to all internal compliance standards. This is an excellent opportunity for professionals with 2 to 6 years of experience to join a leading financial institution and grow their careers in a fast-paced environment. Candidates must be target-driven with a strong customer-centric approach.
Key Requirements
2–6 years of experience in the Banking or NBFC sector.
Excellent communication and interpersonal skills.
Target-driven with a strong customer-centric approach.
Proven ability to acquire new customers.
Experience in maintaining and strengthening existing customer relationships.
Capability to drive growth in CASA and business account portfolios.
Consistent record of meeting assigned sales and revenue targets.
Commitment to ensuring high-quality customer service.
Experience supporting branch operations effectively.
Ability to promote and cross-sell banking products.
Strict adherence to internal policies, procedures, and compliance standards.
0 Negotiable or Not Mentioned
India, Hyderabad
13 days ago
talentpools.co.in
651 Views
A prestigious banking organization is looking for an ECO BO – Current Account specialist to join its team in Hyderabad. This position is dedicated to growing the bank's current account portfolio through proactive client acquisition and the deepening of existing business relationships. The role demands a professional with a strategic approach to sales and a strong grasp of the competitive banking landscape. Candidates should possess 2 to 6 years of experience in the banking or NBFC industries. Essential skills include excellent communication, target achievement, and a focus on customer needs. The successful applicant will be expected to cross-sell banking products and maintain high standards of service while following the institution's internal policies and procedural guidelines. The role involves meeting assigned sales and revenue targets and supporting branch operations as needed. This position offers an immediate opportunity for those looking to excel in current account management and relationship banking.
Key Requirements
2–6 years of experience in the Banking or NBFC sector.
Excellent communication and interpersonal skills.
Target-driven with a strong customer-centric approach.
Proven success in acquiring new current account customers.
Ability to maintain and strengthen existing client relationships.
Drive growth in current account and CASA portfolios.
Meet assigned sales and revenue targets.
Ensure high-quality customer service delivery.
Support branch operations related to current accounts.
Promote and cross-sell banking products to maximize value.
Adhere to all internal policies, procedures, and compliance standards.
0 Negotiable or Not Mentioned
India
10 days ago
talentpools.co.in
421 Views
Talentpool Services Pvt Ltd is hosting a hiring drive for dynamic and high-energy sales professionals to join their team in India. We are specifically looking for candidates to fill the roles of Relationship Manager and Senior Relationship Manager within the Gold Loan Sales division. The primary responsibility of these roles is to drive business growth by sourcing new gold loan customers and managing existing relationships to ensure high levels of service and retention. Possible work locations include New Delhi and the wider Delhi NCR area.
Candidates should have a background in banking sales, with a specific focus on gold loans being highly advantageous. The role offers a competitive CTC of up to 5 LPA, based on the individual's experience and performance. The interview drive is scheduled to take place from April 6th to April 10th. This is an excellent opportunity for individuals looking to advance their careers in the banking and financial services sector within a fast-paced environment.
Key Requirements
Minimum 6 months of experience in Banking Sales.
Gold Loan experience is considered a major plus.
High-energy personality with a strong professional sales drive.
Ability to manage and nurture customer relationships effectively.
Excellent communication and interpersonal skills.
Must be available for interviews in New Delhi between April 6th and April 10th.
Goal-oriented mindset with the ability to meet sales targets.
Understanding of the gold loan market and competitive landscape.
Ability to perform in a fast-paced banking environment.
Basic proficiency in handling loan documentation and verification processes.
0 Negotiable or Not Mentioned
India
11 days ago
hattystaffgroup.com
494 Views
Career Navigator is looking for education infrastructure and development professionals to join transformative projects in India. We are partnering with top-tier investment funds and real estate developers to build schools, vocational training centers, and digital learning hubs across the region. This role involves bridging the gap between infrastructure funding and the growing needs of the Indian education sector to create high-impact learning environments.
Key positions available include Capital Raising & Investment Analysts, Real Estate Financial Modellers, and Public-Private Partnership (PPP) Analysts. Selected candidates will work on projects that contribute to the sustainable development of social infrastructure. This opportunity provides global exposure and the chance to work with development finance institutions and government bodies. We are looking for forward-thinking professionals committed to building the future of education.
Key Requirements
Experience in large-scale education systems or infrastructure development
Extensive experience managing real estate projects in the Indian market
Knowledge of diverse funding models and education policy frameworks
High proficiency in financial modeling and complex project structuring
Strong stakeholder management skills for government and private sector collaboration
Ability to engage with global investors and development finance institutions
Commitment to sustainable infrastructure and social impact projects
Experience with Public-Private Partnership (PPP) frameworks
Background in feasibility analysis for social infrastructure projects
Familiarity with vocational training and digital learning hub development
0 Negotiable or Not Mentioned
India, Hyderabad
26 days ago
jfhr.in
1511 Views
Our client in Hyderabad is looking for a qualified Tax Manager to handle 1040 and High Net Worth Individual (HNI) taxation. This role requires a professional with at least 6 years of experience who can manage the intricate tax requirements of high-profile clients. The position is based in Hyderabad and offers a significant opportunity for career advancement within a specialized tax practice.
The successful applicant will be responsible for tax preparation, planning, and advisory services for individuals. Given the complexity of HNI portfolios, the manager must ensure all filings are accurate and optimized under current US tax regulations. This is a high-responsibility role that demands both technical excellence and client relationship management skills.
Key Requirements
6+ years of experience in US Individual Taxation (1040).
Mandatory CA or CPA qualification.
Specialization in High Net Worth Individual (HNI) tax services.
Proficiency in US tax laws and regulatory changes.
Experience using CCH Axcess or similar tax software.
Strong client-facing and relationship management skills.
Ability to perform detailed tax research and planning.
Experience in reviewing complex individual tax returns.
Commitment to maintaining confidentiality and professional ethics.
Advanced degree in taxation or related business field.
0 Negotiable or Not Mentioned
India, Hyderabad
13 days ago
talentpools.co.in
797 Views
A reputable banking institution is seeking experienced Bank Officers for Branch Banking roles in Hyderabad. This position is central to the daily operations of the branch, focusing on maintaining customer satisfaction and expanding the branch's deposit base. Successful candidates will be responsible for handling a variety of banking transactions while identifying opportunities to promote the bank's diverse financial products. The role requires candidates to drive growth in CASA and business account portfolios while meeting assigned sales and revenue targets. Applicants should have between 2 and 6 years of relevant experience in the banking or NBFC sector. The role requires strong interpersonal skills and a commitment to operational excellence. Candidates must be adept at working in a target-driven environment and ensuring all branch activities comply with internal regulations and service standards. This role involves acquiring new customers while maintaining and strengthening existing relationships. It is a fantastic opportunity for career growth within a established banking environment.
Key Requirements
2–6 years of experience in the Banking or NBFC sector.
Excellent communication, sales, and interpersonal skills.
Strong target-driven mindset and customer-centric approach.
Ability to acquire new customers through branch operations.
Experience in maintaining and strengthening existing customer relationships.
Drive growth in CASA and business account portfolios.
Meet assigned sales and revenue targets monthly.
Ensure high-quality customer service at all times.
Support various branch operations tasks.
Promote and cross-sell banking products effectively.
Adhere to all internal policies and compliance procedures.