This job offer is not available in your country.
Relationship Manager
Weekday AILucknow, UP, IN6 days ago
Job type
- Quick Apply
Job descriptionPromote and sell a range of financial products, including Personal Loans, Business Loans, and Credit Cards. Manage liability products such as Savings Accounts and Fixed Deposits. Drive cross-selling initiatives to maximize wallet share. Ensure client retention and satisfaction through proactive service and timely follow-ups. Monitor market trends, competitor offerings, and customer preferences. Provide detailed reports on sales performance, customer insights, and new business opportunities. Collaborate with internal teams to optimize sales strategies and client experience. Education : Graduate or Postgraduate in any field Experience : Minimum 2 years in financial services, handling both loans and liability products Skills : Strong sales and negotiation abilities Excellent communication and interpersonal skills Familiarity with banking / financial regulations Ability to manage multiple financial products effectively Open to both male and female candidates Preference will be given to those with hands-on experience in loan and liability product management
This role is for one of the Weekday's clients
Salary range : Rs 200000 - Rs 400000 (ie INR 2-4 LPA)
Min Experience : 3 years
Location : Lucknow
JobType : full-time
We are seeking a dynamic and results-driven Relationship Manager with a strong background in financial products. The ideal candidate will have experience managing and selling a diverse portfolio that includes loans, liabilities, and investment products. The role involves acquiring new clients, maintaining strong relationships, and achieving sales targets while delivering exceptional customer service.
Requirements
Key Responsibilities :
Client Acquisition & Relationship Management
- Identify and engage potential customers to generate leads for financial products.
- Build and nurture long-term relationships with existing and prospective clients.
- Understand customer requirements and provide tailored financial solutions.
Product Sales & Portfolio Management
Market Intelligence & Reporting
Key Requirements :
Who Can Apply :
Create a job alert for this search
Relationship Manager • Lucknow, UP, IN
Related jobs
Relationship Manager
GP AAROGYA HEALTHCARE TECHNOLOGY PRIVATE LIMITEDLucknow, Uttar Pradesh, India Relationship Manager (RM) OPD & Health Card.GP Aarogya Healthcare Technology Pvt Ltd, established in 2020, is India's first healthcare company in joint venture with Aaradhya Finance Group.It provi...Show moreLast updated: 24 days ago
Relationship Manager
IBIS GroupLucknow, Uttar Pradesh, India We are looking for a Relationship Manager to build and preserve trusting relationships with our customers.We’ll rely on you to find ways to outperform our competition and maintain our company’s pos...Show moreLast updated: 30+ days ago
- Promoted
- New!
Relationship Manager – Property Management
GatedHomes.inLucknow, IN You’ll take ownership of client communication, understand their needs, negotiate fair deals, and coordinate service requests across teams to ensure timely execution.
Working with us means being part...Show moreLast updated: 4 hours ago
- Promoted
Relationship Wealth Manager - Bank
NGC CORPORATE RESOLUTION PRIVATE LIMITEDUP, India About the Company : Nexedge Capital is a fast-growing asset and wealth management start-up focused on providing innovative investment solutions and personalized financ...Show moreLast updated: 30+ days ago
- Promoted
Kotak Mahindra Bank - Relationship Manager
Kotak Mahindra Bank LimitedAndhra Pradesh, India Job Role : The key responsibilities of the role will be as follows : - Acquiring NTB customers with ticket sizes from 15 - 200 crs.Managing portfolio in te...Show moreLast updated: 30+ days ago
Relationship Manager - Retail Sales
INVESCOINDIA As one of the worlds leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives.
By delivering the combined power of our distinctive investment ma...Show moreLast updated: 30+ days ago
Relationship Manager
AllianzDelhi, IN Agency Sales Relationship Management sales .Show moreLast updated: 30+ days ago
Centricity - Relationship Manager / Sr. Relationship Manager
NexthireUP, India Graduates in any background or higher degree should have very good demographic understanding and strong relationship with IFAs / CAs and knowledge about Finance Industry in the assigned geography a...Show moreLast updated: 30+ days ago
Relationship Manager Retail
Liberty General InsuranceINDIA Recruitment, Licensing and Activation of IRDA Agents.Maintaining Relationship with Existing Agents.Responsible for Top and Bottom Line.
At Liberty Mutual, our purpose is to help people embrace today...Show moreLast updated: 30+ days ago
Supply Relationship Manager
cogoportINDIA Do you prefer to get speeding tickets or parking tickets?.Because at Cogoport we are speeding ahead to do something remarkable for the world.
We are trying to solve the Trade Knowledge and Execution...Show moreLast updated: 30+ days ago
Relationship Manager, Credit Delivery
NatWest GroupINDIA Join us as a Relationship Manager, Credit Delivery.Join a dynamic team and control the strategic and daily support for client services, business development and relationship building.Youll be manag...Show moreLast updated: 30+ days ago
Relationship Manager
Talent CornerTelangana MTF trading, Equity marketing, sales.Should be from stock broking or banking.Show moreLast updated: 30+ days ago
Customer Relationship Manager
Svasti MicrofinanceLucknow, Uttar Pradesh, India We are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships.
The customer relationship manager...Show moreLast updated: 30+ days ago
Relationship Manager
Placement IndiaGoa, Goa, IN Relationship ManagerChannel-Agency channel Key Responsibilities : Agent Recruitment & Onboarding : Identify and recruit new agents, provide onboarding and training programs to ensure agents are well-p...Show moreLast updated: 30+ days ago
Relationship Manager
INDIA MANPOWER SOLUTION PVT LTDLucknow, Uttar Pradesh, India The candidate should be target Oriented.Graduate with Excellent communication skills in English.Minimum 1-year work experience in Insurance Sales.
The candidate should know the regional language.Show moreLast updated: 30+ days ago
- Promoted
Moneyboxx Finance - Relationship Manager
Moneyboxx FinanceKarnataka, India The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understandi...Show moreLast updated: 30+ days ago
Relationship Manager
iServe FinancialINDIA Job Description Acquiring clients through direct sales / CA / Broker / Builder Channels.Analyze clients' financial needs.
Taking Leads from tie up Builders & creating new ones.Sales -Customer Service -...Show moreLast updated: 30+ days ago