Relationship Manager

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

📍 Basavanagudi, Bengaluru

💼 Experience: 1–2 Years

💰 CTC: Up to ₹8 LPA (₹5 LPA Fixed + ₹3 LPA Variable)

🏢 Full-Time | On-Site | 6 Days

⚡ Immediate Joiners Required

We’re looking for candidates with experience in Inside Sales / Sales / Counselling, strong communication skills, and fluency in English & Kannada.

Regional Sales Manager ERP and Enterprise Software

Location: Bangalore, Hyderabad or Chennai

Experience: 8 to 13 years

Job Description

The ideal candidate will have strong B2B enterprise sales experience, a proven track record in new customer acquisition and the ability to manage complex sales cycles involving senior business decision makers.

Key Responsibilities

Drive new business acquisition for ERP and enterprise software solutions.

Identify prospective enterprise clients and develop new business opportunities.

Build relationships with CEOs, CFOs, CIOs, company promoters and other key decision makers.

Manage the complete sales cycle from prospecting and client meetings to negotiations and deal closure.

Develop and maintain a strong pipeline of enterprise accounts.

Identify business opportunities across manufacturing, retail, consumer goods and distribution industries.

Expand the company's presence across Karnataka, Telangana, Andhra Pradesh, Tamil Nadu and Kerala.

Travel across South India to meet prospective clients and develop business relationships.

Required Skills and Qualifications

8 to 10+ years of experience in B2B corporate or enterprise sales.

Strong experience in hunting sales and new client acquisition.

Experience selling ERP, enterprise software, IT solutions or IT hardware.

Understanding of ERP sales across cloud, on premise or industry specific solutions.

Proven ability to manage long sales cycles and close high value enterprise deals.

Experience engaging senior management and C suite decision makers.

Excellent communication, negotiation and presentation skills.

Willingness to travel extensively across South India.

Preferred Background

Candidates from ERP software companies, SaaS, CRM, WMS, SAP or Oracle partner organizations, niche ERP providers and large IT resellers are preferred.

Work Location

Bangalore, Hyderabad or Chennai, depending on the candidate's current location and business network.