Relationship Manager

Live Connections; Bengaluru; On-site; INR 1,500,000 - 3,500,000; Full time

Job summary

Live Connections in Bengaluru is seeking an experienced Relationship Manager to build and grow relationships with financial institutions such as banks, NBFCs, insurers and asset managers. The role emphasizes business development, superior client servicing, and strategic partnership initiatives.

The ideal candidate has extensive experience in institutional relationship management, strong product knowledge, and a proven track record of revenue growth, cross-selling, and client-centric solutions.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• MBA is preferred for senior stakeholder engagement and client management.

Responsibilities

• Develop and maintain strong, long-term relationships with financial institutions.
• Identify opportunities for cross-selling and upselling products.
• Drive revenue growth through engagement with institutional clients.
• Coordinate with product, credit, and operations teams to deliver solutions.
• Act as primary contact for client queries and negotiations.
• Monitor client portfolios, assess risk, and ensure regulatory compliance.
• Conduct regular reviews with institutional clients to enhance engagement.
• Stay updated on industry trends, competitor offerings, and regulatory changes.

Skills

Relationship management

Negotiation

Stakeholder management

Cross-functional collaboration

Education

Bachelor’s degree in Finance

MBA preferred

Job description

Experience Required:

4-8 years in institutional relationship management, corporate banking, or financial services

Role Overview

We are seeking an experienced Relationship Manager to manage and grow relationships with financial institutions including banks, NBFCs, insurance companies, and asset managers. The role involves driving business development, ensuring superior client servicing, and supporting strategic initiatives to strengthen institutional partnerships.

Key Responsibilities

• Develop and maintain strong, long-term relationships with financial institutions.
• Identify opportunities for cross-selling and upselling banking/financial products.
• Drive revenue growth through structured engagement with institutional clients.
• Act as the primary point of contact for client queries, escalations, and negotiations.
• Collaborate with product, credit, and operations teams to deliver seamless solutions.
• Monitor client portfolios, assess risk, and ensure compliance with regulatory standards.
• Conduct regular reviews and meetings with institutional clients to enhance engagement.
• Stay updated on industry trends, competitor offerings, and regulatory changes.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or related field (MBA preferred).
• 8–12 years of experience in relationship management within financial institutions.
• Strong understanding of banking products, treasury, custody, and capital markets.
• Proven track record of managing institutional clients and achieving revenue targets.
• Excellent communication, negotiation, and stakeholder management skills.
• Ability to work collaboratively across teams and deliver client-centric solutions.

Preferred Skills

• Experience in corporate banking, custody services, or institutional sales.
• Analytical skills to assess client portfolios and identify growth opportunities.
• Strong network within the financial services ecosystem.