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Relationship Manager
upGrad RekrutLucknow, IN5 days ago
Job descriptionAcquisition of new CASA accounts Driving business growth through customer sourcing and relationship building Field sales role with attractive incentives Managing High Net Worth clients Offering customized wealth and investment solutions Portfolio management and revenue generation Managing NRI customer portfolios Cross-selling NRI-specific financial products Ensuring compliance and service excellence Offering investments, mutual funds, portfolio solutions Managing high-value customers Revenue-focused advisory and wealth planning Managing customer relationships over phone / video Providing services, product recommendations, and solutions digitally No field work Managing overall branch operations Driving branch sales, customer service, compliance Leading teams and achieving business targets 1 to 10+ years (role-dependent) Experience in Banking , Finance , Wealth , BFSI Sales , or Customer Relationship Management preferred
Hiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)
Experience : 1 to 10+ years
Location : Mumbai (All major locations)
Are you looking to build a rewarding career with India’s leading private sector banks?
We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.
🔹 Open Positions
We have active openings with top private banks for the following roles :
1. Relationship Manager
- Managing customer portfolios and offering banking solutions
- Cross-selling financial products (Insurance, Investments, Loans, etc.)
- Building and maintaining long-term customer relationships
2. CASA Sales Officer / Manager
3. HNI Relationship Manager
4. NRI Relationship Manager
5. Wealth Manager / Wealth Relationship Manager
6. Virtual Relationship Manager (VRM)
7. Branch Manager / Deputy Branch Manager / Assistant Branch Manager
🔹 Experience Required
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Relationship Manager • Lucknow, IN
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