190 Customer Profiling Jobs - Page 4

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0.0 - 5.0 years

1 - 2 Lacs

Kota, Pali, Bikaner

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Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

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0.0 - 5.0 years

1 - 2 Lacs

Udaipur, Jaipur, Jodhpur

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Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

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0.0 - 5.0 years

1 - 2 Lacs

Kota, Chittaurgarh, Ganganagar

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Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

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0.0 - 5.0 years

1 - 2 Lacs

Pali, Bikaner, Jodhpur

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Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

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0.0 - 5.0 years

1 - 2 Lacs

Udaipur, Bhiwadi, Jaipur

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Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

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0.0 - 2.0 years

1 - 4 Lacs

Bengaluru

Hybrid

Role & responsibilities Identify and engage with prospective clients, vendors, and channel partners across targeted sectors such as construction, interiors, solar, and home automation Conduct on-ground market research to map potential demand zones and build a strong lead pipeline Act as a brand ambassador for our platform at expos, industry meetups, and networking events, presenting the companys value proposition confidently and professionally Establish and maintain productive relationships with builders, contractors, vendors, and other decision-makers Gather detailed lead information, understand customer requirements, and facilitate smooth handovers to the central sales team Maintain daily ...

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4.0 - 6.0 years

6 - 8 Lacs

Kolkata

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Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main Accountabilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, throug...

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0.0 - 2.0 years

1 - 3 Lacs

Bengaluru

Hybrid

Role & responsibilities Identify and engage with prospective clients, vendors, and channel partners across targeted sectors such as construction, interiors, solar, and home automation Conduct on-ground market research to map potential demand zones and build a strong lead pipeline Act as a brand ambassador for our platform at expos, industry meetups, and networking events, presenting the companys value proposition confidently and professionally Establish and maintain productive relationships with builders, contractors, vendors, and other decision-makers Gather detailed lead information, understand customer requirements, and facilitate smooth handovers to the central sales team Maintain daily ...

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0.0 - 2.0 years

2 - 3 Lacs

Kolkata, Mumbai, Delhi / NCR

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Position Introduction: - Generate revenue by demonstrating our product in Hamleys store and closing sales either over the phone or face-to-face. - Work with cutting-edge technology designed to reduce kids' screen time while making learning fun at an early age. - Successful candidates may have opportunities for training, leadership roles, and managing key business accounts. Responsibilities: - Explain Miko Robot benefits to customers. - Suggest suitable apps and features to the customers. - Handling stocks. - Coordinate within the teams. - Provide daily sales reports and customer service. - Meet monthly sales targets by demonstrating and selling the product in Hamleys store. - Convert free ap...

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1.0 - 4.0 years

1 - 5 Lacs

Noida

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Roles and Responsibilities : Prospecting, generating, qualifying, processing, and following up on sales leads and appointment setting for the external sales Collaboratively work with the sales, marketing team and Management team to develop lead generation strategies to generate lead opportunities with prospective customers Initiates lead/demand generation strategies that include inbound/outbound sales and Providing consistent, concise, accurate internal and external communications Effectively communicate and present the product solution and value proposition to the prospective customers Providing consistent, concise, accurate and timely weekly/monthly sales lead gen activity reports to manag...

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11.0 - 16.0 years

5 - 10 Lacs

Mumbai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of...

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2.0 - 7.0 years

7 - 12 Lacs

Bengaluru

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We are looking for a skilled professional with 2 to 7 years of experience to join our team as a Sr. Relationship Manager - Wealth in Bengaluru. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Acquire and manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Network and seek referrals to expand the client base and contribute to business growth tar...

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11.0 - 16.0 years

5 - 10 Lacs

Mumbai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients....

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5.0 - 9.0 years

7 - 11 Lacs

Navi Mumbai

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Satara

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Solapur

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Ulhasnagar

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Gadchiroli

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Latur

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Nagpur

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Pune

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Thane

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Nashik

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Palghar

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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5.0 - 9.0 years

7 - 11 Lacs

Mumbai

Work from Office

Operational Objectives: - Understand and follow organization's vision, Mission , goals, objectives & culture - Understand and follow Key success factors and business fundamentals - General Operations. Required Candidate profile 1. Business Communication: Crispness, clarity, vocal/written , professional, polite, assertive, empathetic 2. Relationship Management: Interpersonal relationship building, network creation.

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