Associate Relationship Manager-FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET-Sales

Hcbt Open · verified Oct 13, 2026

On-site Mumbai Full-time Manager Account Management

At a glance

Manager-level Account Management role at Hcbt. Mumbai · full-time.

Pay not stated

RoleAccount Management

SeniorityManager

LocationMumbai

WorkplaceOn-site

EmploymentFull-time

PostedOct 13, 2026 · today

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Build trusted relationships with banks, NBFCs and other financial institution contacts to support sales growth
Find prospective clients, research their needs and market conditions, then shape plans to convert leads
Prepare client-specific proposals and coordinate with internal teams to resolve questions and deliver services smoothly
Set sales goals, track results and update senior leaders on progress and improvement areas
Represent the bank at industry gatherings and client meetings to grow your network

What you bring

At least two years in sales or relationship management, ideally within financial services
You understand financial products, services and market conditions, and can negotiate and build client rapport
You have a record of meeting sales goals while keeping clients satisfied
You can use MS Office and relevant CRM systems, and turn data into sound business decisions

Who this fits

This suits someone who can manage client relationships and sales goals independently while balancing multiple tasks. The role is based onsite in Mumbai, with travel for business development and client meetings.

From the employer

As an Associate Relationship Manager, you will play a vital role in establishing and nurturing relationships with financial institutions, including banks, NBFCs, and other key stakeholders. Your primary objective is to drive sales and business growth by understanding client needs, offering tailored solutions, and providing exceptional service. You will collaborate closely with the sales team, offering support and expertise to achieve sales targets and maintain a strong market presence.

Build and maintain strong relationships with financial institutions, fostering trust and loyalty.
Identify potential business opportunities and develop strategies to convert leads into clients.
Conduct thorough research and analysis to understand market trends and client requirements.
Prepare and present tailored solutions and proposals to meet client needs, ensuring a high level of satisfaction.
Collaborate with internal teams to ensure seamless delivery of services and timely resolution of client queries.
Monitor and analyze market dynamics, staying updated on industry trends and competitor activities.
Develop and execute sales plans, setting and achieving individual and team sales targets.
Provide regular updates and reports to senior management, highlighting achievements and areas for improvement.
Attend industry events, conferences, and networking opportunities to represent the bank and expand the network.

Bachelor's degree in Business, Finance, or a related field is preferred.
Minimum 2-3 years of experience in a sales or relationship management role, preferably in the financial services industry.
Strong knowledge of financial products, services, and market dynamics.
Excellent communication and interpersonal skills, with the ability to build rapport and negotiate effectively.
Proven track record of achieving sales targets and maintaining a high level of client satisfaction.
Ability to work independently and manage multiple tasks simultaneously.
Proficiency in MS Office and relevant CRM systems.
Analytical skills to interpret data and make informed business decisions.
Willingness to travel as required for business development and client meetings.
A self-starter with a proactive approach and a results-driven mindset.