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1.0 - 5.0 years
0 Lacs
ghaziabad, uttar pradesh
On-site
As a Customer Relationship Manager at apna.co, your primary responsibility will be to acquire customers directly for banking and financial products. You will be expected to achieve sales targets through fieldwork, lead generation, and effective customer follow-ups. It is essential to ensure smooth onboarding for new customers, provide quality service, and identify cross-selling opportunities to maximize customer value. Additionally, maintaining accurate sales reports and coordinating effectively with internal teams will be crucial for success in this role. To be successful in this position, you must have at least 1 year of experience in any BFSI sector. A graduation degree is mandatory, and candidates must fall within the age range of 21 to 32 years (Fresher's cannot apply). This position is specifically open for local candidates who meet the specified criteria. Join us at apna.co to make a meaningful impact in the banking and financial services industry while growing your career as a Customer Relationship Manager.,
Posted 2 weeks ago
1.0 - 5.0 years
0 Lacs
tiruppur, tamil nadu
On-site
As a Retail Associate, your primary responsibilities will include greeting and directing customers in a friendly and professional manner. You will be expected to provide accurate information about product features, pricing, and after-sales services, as well as answer any questions customers may have regarding specific products or services. Conducting price and feature comparisons to assist customers in making informed purchasing decisions will be a key aspect of your role. In addition to assisting customers with their purchases, you will also be responsible for cross-selling products and ensuring that racks are fully stocked at all times. Managing returns of merchandise and coordinating with the Retail Sales Representatives team to deliver excellent customer service, especially during peak times, will be essential. Part of your duties will involve informing customers about discounts and special offers, as well as providing feedback to the Store Manager to help improve overall customer satisfaction. Staying up-to-date with new products and services in order to offer the best recommendations to customers will also be crucial. This is a full-time position with benefits including Provident Fund. The work schedule will primarily consist of day shifts, with the possibility of a yearly bonus. The ideal candidate should have at least 1 year of experience in retail sales, with proficiency in English. Day shift availability is preferred, and the ability to commute to Tiruppur, Tamil Nadu is required. Additionally, candidates must be willing to relocate to Tiruppur before starting work, as the position requires in-person work at the designated location. If you are interested in this opportunity, please contact the employer at +91 9150014580 to discuss further details.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
You will be responsible for achieving business targets by acquiring new client relationships and maintaining them. As a Graduate in any discipline, you will need to identify target areas for prospective business and pre-screen customer segments according to the organization's norms. Your key tasks will include ensuring the number of logins along with disbursement and maintaining a high level of customer satisfaction by proactively understanding customer needs and cross-selling multiple products as required. In this role, you will execute sales promotion activities to generate customer interest in the TCFSL brand and build strong client relationships both internally and externally. It will be crucial to establish a strong brand identification with potential customers and ensure vendor empanelment while developing relationships with new vendors. You will also be responsible for building strong distribution channels and ensuring compliance with all Audit/RBI regulations.,
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
vapi, gujarat
On-site
You will be responsible for selling Affordable Housing products as per the AH strategy to achieve branch goals. This includes managing relationships with DSAs, connectors, and individual leads, as well as monitoring the distribution network and planning sales promotion activities. You will also handle documentation and provide customer support for loan applications, ensuring coordination with support functions for timely service delivery and updates to customers on loan status. Promoting a culture of customer satisfaction is key, along with maintaining databases, MIS, and regular reporting. Additionally, cross-selling insurance and related products will be part of your responsibilities. The compensation structure for this role includes a fixed salary, incentives, and travel allowance. Joining Godrej Capital means becoming part of a legacy embedded in the Godrej Industries Group's 127-year-old trust. As a company dedicated to establishing a sustainable retail financial services business in India, we prioritize integrity, transparency, and relentless customer satisfaction. Our diverse financial solutions, including home loans, loans against property, and business loans, aim to meet evolving customer needs. Operating in 30+ cities nationwide, we are committed to accessibility, empowering individuals on their financial journey and offering possibilities for greater heights. Welcome to a world of opportunities with us.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
thane, maharashtra
On-site
As an Elite Banker in the Bharat Banking division, your primary responsibility will be to enhance customer engagement virtually, with the aim of increasing customer stickiness among managed clients. You will focus on deepening CASA relationships, promoting mobile banking adoption, boosting cross-selling of products, and upgrading customers into the relationship banking program. Your goal is to achieve higher customer satisfaction, retention, and a comprehensive understanding of the bank's offerings, relationship manager objectives, and product cross-sell processes. Your key responsibilities will include: - Deepening customer relationships to enhance their value - Conducting quality customer engagements over calls using industry best practices - Encouraging mobile banking adoption and facilitating initial logins on the Optimus app - Building up CASA value, acquiring new clients, and increasing product holdings per customer within your portfolio - Cross-selling pre-approved products like credit cards to increase products per customer - Profiling customers to offer suitable banking products based on their needs - Meeting monthly operating plans to improve scorecard and decile rankings - Coordinating with teams to close retail assets and trade transactions resulting from client engagement - Resolving customer queries and complaints promptly to achieve NPS benchmarks - Ensuring strict compliance with bank policies and regulations - Presenting the benefits and eligibility criteria of the Relationship Banking program and on-boarding customers/groups to the RB program In addition to your primary responsibilities, you will also: - Assist in audits and ensure compliance with internal and external regulations - Provide exceptional customer service to clients to establish yourself as their primary banker To qualify for this role, you should have: - Graduation: Any Graduate - Post Graduation: Any Post Graduate - Experience: 2-5 years of relevant experience in Banking or allied business,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
As a member of the team, you will be responsible for performing the following tasks under the guidance and direction of the Supervisor/Manager: You will work closely with the Supervisor/Manager to identify potential customers for business opportunities. This includes collecting necessary documents from customers and validating them according to the organization's norms. One of your key responsibilities will be logging cases in the system following the Standard Operating Procedures (SOP) and adhering to the disbursement process. It is essential to meet the sanction ratio as per the organization's requirements and also focus on fulfilling customer requirements by cross-selling multiple products, all under the guidance of the Supervisor/Manager. Additionally, you will collaborate with the Manager/Supervisor to empanel new vendors and establish strong relationships with them. Ensuring compliance with all Audit/RBI regulations will be another crucial aspect of your role with the support of the Manager/Supervisor.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
mysore, karnataka
On-site
As a team member, you will perform the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business growth in coordination with your Supervisor or Manager. - Collect documents from customers and validate them according to the organization's norms. - Log cases in the system following the Standard Operating Procedures (SOP) and adhere to the process for disbursement. - Meet the Sanction ratio as per the organization's requirements. - Address customer requirements and cross-sell multiple products under the supervision of your Supervisor or Manager. - Assist in the empanelment of new vendors and cultivate relationships with them under the guidance of your Manager or Supervisor. - Ensure compliance with all Audit and Reserve Bank of India (RBI) regulations with the support of your Manager or Supervisor.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
gujarat
On-site
As a valued team member, you will be responsible for performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business opportunities in collaboration with your Supervisor or Manager. - Collect necessary documents from customers and validate them according to the organization's norms. - Log the cases in the system following the Standard Operating Procedures (SOP) and adhere to the process for disbursement. - Ensure the fulfilment of the Sanction ratio as per the organization's requirements. - Meet customer requirements and cross-sell multiple products while receiving guidance from your Supervisor or Manager. - Assist in the empanelment of new vendors and build strong relationships with them under the supervision of your Manager or Supervisor. - Ensure compliance with all Audit and Reserve Bank of India (RBI) regulations with the support of your Manager or Supervisor. Your role is crucial in contributing to the growth and success of the organization by efficiently handling customer interactions, documentation, and compliance tasks. Your attention to detail and ability to work collaboratively with your team will play a significant role in achieving the company's objectives and maintaining strong relationships with customers and vendors.,
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
You are a motivated and results-driven individual seeking a challenging opportunity as a Territory Manager-Personal Loan with IDFC FIRST Bank's Direct Sales Team in Gurugram, Haryana, India. Your main responsibility will be to boost personal loan sales within your designated territory. Your duties will include devising and executing effective sales strategies to meet personal loan targets, identifying potential customers, and generating leads through various channels like cold calling, networking, and referrals. Additionally, you will need to conduct sales presentations, build strong customer relationships, and collaborate with team members to cross-sell banking products and services. To excel in this role, you must possess a Bachelor's degree in Business Administration, Finance, or a related field, along with a minimum of 3 years of sales experience, preferably in the banking or financial services sector. You should have a proven track record of meeting and surpassing sales targets, exceptional communication and interpersonal abilities, strong negotiation skills, and the capacity to work both independently and as part of a team. Furthermore, a willingness to travel within your assigned territory, proficiency in MS Office and CRM software, and familiarity with personal loan products and services will be advantageous. Keeping abreast of market trends and competitors" activities to identify new business opportunities, as well as providing timely and accurate reports on sales activities, will also be part of your responsibilities. IDFC FIRST Bank offers a competitive salary, benefits package, and ample prospects for career advancement. If you are a self-starter with a passion for sales and a determination to excel, we encourage you to apply for this exciting opportunity to become a Territory Manager-Personal Loan at IDFC FIRST Bank.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
erode, tamil nadu
On-site
As a proactive and organized Client Coordinator, you will play a crucial role in facilitating communication between our clients and internal teams, ensuring a seamless process for project delivery and maintaining long-term client satisfaction. Your responsibilities will include acting as the main point of contact for assigned clients, understanding their requirements, and effectively communicating them to the relevant internal teams. You will collaborate closely with designers, developers, and marketers to coordinate project timelines and ensure timely delivery. Providing regular updates to clients on project progress and collecting feedback for implementation will be key aspects of your role. Additionally, you will schedule and participate in meetings or calls with clients, assist in project planning, timelines, and quality checks, and work towards maintaining strong, long-term relationships with clients. Furthermore, you will be responsible for identifying upselling/cross-selling opportunities and contributing to the growth of client accounts. This is a full-time position that requires in-person work at our designated location, with an expected start date of 21/07/2025.,
Posted 2 weeks ago
1.0 - 5.0 years
0 - 0 Lacs
ahmedabad, gujarat
On-site
The company is one of the largest private sector life insurance corporates located at CG Road, Ahmedabad. The CTC package ranges from 2.30 LPA to 5.50 LPA with heavy incentives based on sales performance. Fast track promotion is offered upon completion of yearly target in less than six months. To be considered for this role, you must be a graduate from any stream and have at least 1 year of experience in life insurance sales or the BFSI sector. Being a local resident with a natural market in the location is mandatory. Additionally, having a 2-wheeler or 4-wheeler is a requirement. As a successful candidate, your roles and responsibilities will include fixing customer appointments and visiting potential customers for new business. It is essential to educate customers about the various benefits available in the plan and ensure that it meets their requirements. You will be responsible for self-sourcing customer leads from your natural market to sell life insurance products. When provided with customer leads, you are expected to call and fix appointments for sales visits, converting the leads into sales. Cross-selling and up-selling products is also part of the job scope. For any further queries, please contact Samreen at 8779246689.,
Posted 2 weeks ago
8.0 - 12.0 years
0 Lacs
maharashtra
On-site
The role involves monitoring the performance of the branch and ensuring that sales targets are exceeded. You will be responsible for increasing the G.L. Size of the Branch through cross-selling and promoting 3rd Party Products. Your focus will be on maximizing profits and fee-based income for the Branch. It is essential to maintain an outstanding audit rating and deliver exceptional customer service. You will be expected to implement quality standards effectively and achieve outstanding quality scores. Cross-selling of liability products such as Tax saving Bonds, Mutual funds, IPOs, Pos, FDR, CA-SA, Life & General Insurance is a key aspect of the role. Additionally, you will be responsible for selling Asset products like housing loans, car loans, personal loans, etc. Working towards optimizing the operating costs of the Branch is also part of your responsibilities. Providing functional training to the staff and motivating & developing subordinates are crucial aspects of the role. The ideal candidate should have fluent communication skills in English and a presentable demeanor. A total experience of more than 8-10 years in Banking Retail is required, with the current experience in the present role being 1.5-2 years or more without a recent promotion. A double grade hike will not be offered, and grade fitment will be checked bank to bank. The required Book Size is specified as GL Size, which is different from the CASA book size. The CASA book size must be 100Cr or more. If the current book size is on the lower side, the previous higher book size along with the organization name must be mentioned. For MNC Bank Book Size, AUM + SA (80-100Cr) / AUM + CA (80-100Cr) is the criteria. Interested candidates are invited to share their resumes directly at juhi.r@wtgconsultants.in.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
west bengal
On-site
As a member of the team, you will perform the following tasks under the guidance and direction of your Supervisor or Manager: Identify potential customers for business opportunities with the assistance of your Supervisor or Manager. Collect necessary documents from customers and validate them according to the organization's norms. Log the case in the system following the Standard Operating Procedure (SOP) and adhere to the process for disbursement. Ensure the fulfillment of the Sanction ratio as per the organization's requirements. Meet customer requirements and cross-sell multiple products under the guidance of your Supervisor or Manager. Assist in empaneling new vendors and developing relationships with them under the guidance of your Manager or Supervisor. Ensure compliance with all Audit and Reserve Bank of India (RBI) regulations with the support of your Manager or Supervisor.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
kota, rajasthan
On-site
You will be responsible for performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business with the assistance of your Supervisor or Manager. - Collect documents from customers and validate them according to the organization's norms. - Log the cases in the system following the Standard Operating Procedure (SOP) and adhere to the process for disbursement. - Meet the sanction ratio as per the organization's requirements. - Address customer requirements and cross-sell multiple products under the supervision of your Supervisor or Manager. - Assist in the empanelment of new vendors and build relationships with them under the guidance of your Manager or Supervisor. - Ensure compliance with all Audit and Reserve Bank of India (RBI) regulations with the help of your Manager or Supervisor.,
Posted 2 weeks ago
4.0 - 8.0 years
0 Lacs
karnataka
On-site
About Commvault Commvault (NASDAQ: CVLT) is the gold standard in cyber resilience. We empower our customers to uncover, take action, and rapidly recover from cyberattacks, ensuring data safety and business resilience. With our unique AI-powered platform, we provide best-in-class data protection, exceptional data security, advanced data intelligence, and lightning-fast recovery across any workload or cloud at the lowest TCO. For over 25 years, more than 100,000 organizations and a vast partner ecosystem have relied on us to reduce risks, improve governance, and harness the power of data. SaaS Renewals Representative As a SaaS Renewals Representative at Commvault, you will be responsible for achieving sales targets in a defined territory that includes current Commvault customers. You will contribute to a developing and passionate team focused on completing the Land-Adoption-Expand-Renew journey for accounts. We are looking for candidates who appreciate the significance of Annual Recurring Revenue and associated metrics. In this role, you will maintain consistent customer engagement throughout the renewal sales cycle, manage the renewal process from opportunity to invoice, and identify and close upsell/cross-sell deals to maximize customer value. Your success will rely on your ability to work closely with field Account Executives and Customer Success Managers while also being able to close sales opportunities independently. Key Responsibilities: - Proactively engage with customers throughout the renewal sales cycle. - Manage the renewal process and ensure accurate record-keeping in CRM systems. - Identify and close upsell/cross-sell deals to maximize customer value. - Coordinate renewal activity with assigned CSM, Partners, and Distributors. - Demonstrate excellent problem-solving skills and secure buy-in from stakeholders. - Communicate effectively with customers to understand their needs and ensure satisfaction. - Contribute to the development of new processes within a goal-oriented framework. Requirements: - Bachelor's degree or equivalent work experience. - Minimum 4 years of renewal sales or inside sales experience. - Proven track record of exceeding sales targets. - Strong analytical and negotiation skills. - Experience with Salesforce CRM preferred. - Deep understanding of customer retention strategies. At Commvault, we are committed to creating an inclusive and accessible interview process for all candidates. If you require accommodations to participate in the interview process or apply for a position, please contact accommodations@commvault.com. For other inquiries, please reach out to wwrecruitingteam@commvault.com. Please note that Commvault does not conduct interviews via email or text. If you suspect you have been targeted by a recruitment scam, please contact us immediately at wwrecruitingteam@commvault.com. More information on how to identify and avoid job scams can be found on the FTC's website. Commvault's Privacy Policy.,
Posted 2 weeks ago
12.0 - 16.0 years
0 Lacs
maharashtra
On-site
As a key member of the Institutional Banking Group at DBS Bank, your primary responsibility will be to drive growth in customer acquisition and revenue generation for Small and Medium-sized Enterprises (SMEs) in Asia. By leveraging data-driven insights, optimizing digital channels, and managing strategic partnerships, you will play a crucial role in scaling our SME lending franchise in a key market. Your main accountabilities will include leading the Sales Management Office (SMO) to achieve the following outcomes: - Generate leads for new-to-bank (NTBs) and existing-to-bank (ETBs) customers by collaborating with data partners - Manage lead tracking and analytics to improve efficiency and conversion rates - Execute sales campaigns to maximize conversion rates - Implement contests and initiatives to drive incremental business growth - Focus on cross-selling products and increasing customer wallet size through data-led initiatives - Collaborate on One Bank initiatives to leverage digital channels and drive cross-selling opportunities - Develop winning propositions for NTB onboarding in coordination with Product Partners - Drive the SME customer journey and collaborate with stakeholders for successful outcomes - Act as a Single Point of Contact (SPOC) for driving the SME operating model and referral partner governance To excel in this role, you should have 12-15 years of experience in a Product or SMO role, with a strong background in lead management, analytics, and sales team campaigns. Experience in team management will be an added advantage. Additionally, you should possess strong analytical, problem-solving, and decision-making skills, along with excellent communication, interpersonal, and presentation abilities. Join us in our mission to empower SMEs across Asia and make a significant impact in the financial industry.,
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
You will be responsible for handling corporate relationships with a focused approach towards increasing Vendor Finance Business from existing and new corporate relationships. Your duties will include developing new corporate tie-ups and designing structured finance solutions to suit corporate requirements. It will be crucial for you to maintain relationships with the Treasury, Purchase, and accounts team of the corporate clients to ensure seamless financing of vendors. Additionally, you are expected to ensure cross-sell and deeper penetration of other working capital products and terms loans with the clients across the portfolio. Close coordination with various stakeholders across verticals like Credit, IT, and operations will be necessary for timely sanction, process development, and scaling up of the vendor finance programs. You will also be responsible for managing internal product communication and marketing to maximize sales for the VF products. Your role will involve maintaining overall portfolio hygiene to ensure the smooth functioning of the vendor finance programs.,
Posted 2 weeks ago
7.0 - 11.0 years
0 Lacs
bhopal, madhya pradesh
On-site
You are a passionate and skilled Technical Business Analyst sought by Kadel Labs, a leading IT services company based in Bhopal. As a key member of the technology team, you will be responsible for end-to-end application development, leading a team of developers, contributing to architectural decisions, and building secure, scalable, high-performance web applications. This hands-on leadership role requires a balance of strong technical expertise with effective people management skills. In this role, you will play a pivotal part in driving business growth and client relationship management within the IT industry. Your responsibilities will include identifying and engaging prospective clients through targeted lead generation strategies, developing and implementing effective sales strategies, creating compelling sales presentations aligned with client needs, nurturing long-term relationships with existing clients, and maximizing client value through upselling and cross-selling strategies. To excel in this position, you must have a minimum of 7 years of experience in Business Development, preferably in the IT services or software development industry. You should possess a deep understanding of SDLC and current trends in software and application development, along with a proven track record of meeting and exceeding sales targets. Strong communication, presentation, and analytical skills are essential, as well as proficiency in CRM systems and sales productivity tools. Your negotiation and relationship management skills will be crucial in this role, as will your ability to work both independently and collaboratively in a fast-paced environment. Joining Kadel Labs offers you a dynamic work environment with ample opportunities for growth, innovation, and meaningful impact. Be part of a team dedicated to delivering cutting-edge solutions and fostering lasting client partnerships. This is a full-time position based in Bhopal, offering health insurance and Provident Fund benefits, with a day shift schedule from Monday to Friday. Work will be conducted in person to ensure effective collaboration and communication.,
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
kochi, kerala
On-site
You will be responsible for generating revenue by acquiring business from leads provided by 4-5 assigned banks. It will be crucial to effectively communicate and cascade incentive programs to bank staff to motivate them to drive sales. Your role will involve ensuring the successful completion of sales by coordinating the completion of medical reports and ensuring timely issuance of policy documents. In addition, you will play a key role in expanding into new markets and segments in alignment with the company's sales strategy. Building a strong customer base is essential to facilitate cross-selling and up-selling opportunities. Developing and maintaining long-term relationships with bank staff will also be a critical aspect of this position to foster collaboration and drive business growth.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
hyderabad, telangana
On-site
As a successful candidate for this role, you will be responsible for achieving business targets by acquiring new client relationships and maintaining them. Your primary responsibilities will include identifying target areas for prospective business, pre-screening customer segments as per organization norms, ensuring the number of log-ins along with disbursement, and ensuring a high level of customer satisfaction by proactively understanding customer needs and cross-selling multiple products as per requirements. In addition, you will be expected to execute sales promotion activities to enhance customer interest in the TCFSL brand, build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. You will also play a crucial role in vendor empanelment, developing relationships with new vendors, building strong distribution channels, and ensuring compliance with all Audit/RBI regulations. To excel in this position, you should hold a graduate degree in any discipline and possess excellent communication and interpersonal skills. Your ability to effectively manage client relationships, drive sales, and ensure regulatory compliance will be essential for your success in this role. If you are passionate about sales, customer satisfaction, and business growth, we invite you to join our team and contribute to our continued success.,
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
chennai, tamil nadu
On-site
As an Account Manager- Enterprise Sales at our organization, you will be an integral part of our Sales team, which is experiencing rapid growth. Your role will involve leveraging your in-depth product knowledge and strong technology expertise to assess buyer needs effectively, upsell, and cross-sell products. Your potential to decipher market trends and industry insights will be crucial in driving sales success. Your responsibilities will include building and nurturing long-lasting relationships with customers, both existing and potential, within your assigned sales territory. You will travel to conduct face-to-face meetings, meet or exceed sales targets, develop and execute sales strategies, and maintain accurate records of leads and customer accounts. Collaboration with the marketing department to enhance brand presence and strategic negotiation with customers will be key aspects of your role. To excel in this position, you should demonstrate the ability to forecast sales goals, think strategically for each account, exhibit leadership qualities, and work effectively as part of a team. Your efficient communication skills will play a vital role in engaging with customers and closing sales successfully. In return for your contributions, we offer compensation in line with industry standards. Join our talented Sales team and become a part of our exciting growth journey.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
andhra pradesh
On-site
You will be responsible for performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business with the assistance of your Supervisor or Manager. - Collect documents from customers and validate them according to the organization's norms. - Log the case in the system following the Standard Operating Procedures (SOP) and adhere to the disbursement process. - Achieve the Sanction ratio as per the organization's requirements. - Meet customer requirements and cross-sell multiple products under the supervision of your Supervisor or Manager. - Assist your Manager or Supervisor in empanelling new vendors and building relationships with them. - Ensure compliance with all Audit and RBI regulations with the support of your Manager or Supervisor.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
As a dedicated team member, you will perform the following tasks under the guidance and direction of your Supervisor or Manager: Identify potential business customers with the assistance of your Supervisor or Manager to drive growth and revenue for the organization. Efficiently collect necessary documents from customers and verify them according to the established norms of the organization. Accurately log each case in the system following the Standard Operating Procedures (SOP) and adhere to the prescribed disbursement process. Achieve the sanction ratio targets set by the organization to contribute to its overall success. Ensure customer satisfaction by meeting their requirements and effectively cross-selling multiple products, always seeking guidance from your Supervisor or Manager. Collaborate with your Manager or Supervisor to onboard new vendors and cultivate strong relationships with them to support the organization's operations. Work closely with your Manager or Supervisor to guarantee compliance with all Audit and RBI regulations, demonstrating a commitment to upholding the highest standards of governance and ethics.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
patiala, punjab
On-site
As an individual working under the guidance and direction of your Supervisor or Manager, your primary responsibilities will include the following: Identifying potential customers for business development in collaboration with your Supervisor or Manager. Collecting necessary documents from customers and ensuring validation in accordance with the organization's norms. Logging each case into the system following the Standard Operating Procedures (SOP) and adhering to the disbursement process. Achieving the Sanction ratio as required by the organization. Meeting customer requirements and effectively cross-selling multiple products with the support and guidance of your Supervisor or Manager. Assisting in the empanelment of new vendors and fostering strong relationships with them in coordination with your Manager or Supervisor. Ensuring compliance with all Audit and Reserve Bank of India (RBI) regulations with the assistance of your Manager or Supervisor.,
Posted 2 weeks ago
4.0 - 8.0 years
0 Lacs
delhi
On-site
As a Senior Relationship Manager at BimaKavach in Delhi, you will play a crucial role in managing relationships with B2B clients, focusing on retention, renewals, and cross-selling of insurance products. BimaKavach is dedicated to revolutionizing how Indian businesses access protection by leveraging technology and a customer-centric approach. With a strong portfolio of clients including renowned names like BSNL and Daikin, we are committed to safeguarding every Indian business by 2047. Your responsibilities will include building and maintaining long-term relationships with client leadership teams, understanding their risk landscape, and providing customized insurance solutions. You will be responsible for end-to-end account servicing, including onboarding, renewals, cross-selling, and claims support. Regular client visits, exceptional service delivery, and driving growth through trust and expertise will be key aspects of your role. To excel in this position, you should have a Bachelor's degree in Business, Finance, Insurance, or a related field, along with at least 4 years of experience in managing corporate clients in the insurance industry. A strong background in commercial insurance, particularly in Employee Benefits (EB) and Non-Employee Benefits (Non-EB) lines, is essential. Your ability to effectively communicate, negotiate, and manage client relationships will be critical in this role. Additionally, you should be self-motivated, capable of working independently, and have experience in handling and meeting a significant number of B2B clients in-person annually. Proficiency in MS Office tools such as Word, Excel, and Outlook is required, while domain knowledge in insurance will be advantageous. If you are a proactive individual with a passion for client interaction, problem-solving, and driving business growth, we invite you to join us at BimaKavach and be part of a transformative journey in the SME insurance sector in India.,
Posted 2 weeks ago
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