4 Direct Banking Jobs

Now Hiring – Virtual Relationship Manager (AM/DM) Thane |Leading Private Bank What You’ll Do: Manage & grow HNI client portfolios – all virtually Cross-sell Loans | Investments | Insurance | SIPs Hit targets & deliver 5 client experience Required Candidate profile Graduate (MBA preferred) 2+ yrs in Banking / BFSI Sales / Relationship Mgmt Excellent English & Virtual Sales skills CTC: upto 10 Laksh + Inc www.hyfly.in | 9773553319 / 9082104424 Perks and benefits High Incentives + Career Growth in BFSI

As a Relationship Manager at Edelweiss Life Insurance, you will play a crucial role in developing and maintaining client relationships in the life insurance sector. Your responsibilities will include promoting and selling life insurance products, providing exceptional customer service, and achieving sales targets. You will be expected to develop and maintain strong client relationships, promote and sell life insurance products to individuals and businesses, and assess clients" insurance needs to present suitable options. Additionally, you will provide excellent customer service, address inquiries and concerns, and strive to meet and exceed sales targets and performance goals. Your role will also involve staying updated on industry trends and product knowledge, collaborating with underwriters and other internal teams, preparing and presenting reports on sales and client interactions, negotiating terms and closing sales deals, and handling policy renewals, amendments, and claims efficiently. You will be required to participate in networking events and community outreach, conduct market research to identify potential clients, adhere to regulatory and compliance standards, and contribute to the development of marketing strategies. Building a strong referral network and working towards business acquisition will be key aspects of your job. To qualify for this role, you should possess a Bachelor's degree in Business, Finance, Marketing, or a related field, along with proven experience in sales, particularly in the insurance industry. Strong knowledge of life insurance products and regulations, excellent communication and interpersonal skills, and the ability to understand and analyze clients" financial situations are essential. A track record of meeting and exceeding sales targets, professional certifications such as LOMA or CII, and a valid insurance agent license in the respective jurisdiction will be advantageous. Your ability to work independently and as part of a team, along with strong negotiation and problem-solving skills, will be crucial for success in this role. You should be highly organized, detail-oriented, adaptable to a fast-paced and dynamic environment, proficient in CRM software and the MS Office suite, and familiar with market research techniques and customer relationship management practices. Your skills in referral network building, regulatory compliance, relationship building, adaptability, communication, financial advisory, marketing strategies, policy management, networking, industry trends knowledge, and market research will be highly beneficial. Your expertise in client relationship management, sales, financial analysis, and problem-solving, paired with your insurance industry knowledge, will contribute to your success as a Relationship Manager at Edelweiss Life Insurance. This position is available in multiple locations across India, including Goa, Delhi NCR, Mysuru, Kolkata, Gurugram, Mumbai, Pune, Surat, Chennai, Hyderabad, Ahmedabad, Ghaziabad, Lucknow, Visakhapatnam, and many others. If you are ready to take on the challenge of being a Relationship Manager in the life insurance sector and possess the required qualifications and skills, we encourage you to apply and join our team at Edelweiss Life Insurance.,

Job description To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators To ensure quality sourcing in line with the Banks policy To Adhere to sales process & KYC Norms of the bank

You will be joining our client HumGrow.com as a Relationship Manager, where you will play a crucial role in developing and maintaining client relationships within the life insurance sector. Your primary responsibilities will include promoting and selling life insurance products to individuals and businesses, ensuring exceptional customer service, and achieving sales targets. Your key responsibilities will involve developing and maintaining strong client relationships, assessing clients" insurance needs, promoting and selling life insurance products, providing excellent customer service, and addressing inquiries and concerns. You will also be expected to stay updated on industry trends, collaborate with internal teams, prepare reports on sales and client interactions, negotiate sales deals, handle policy renewals and claims efficiently, participate in networking events, and contribute to the development of marketing strategies. To excel in this role, you must possess a Bachelor's degree in Business, Finance, Marketing, or a related field, along with proven sales experience in the insurance industry. Additionally, you should have a strong knowledge of life insurance products and regulations, excellent communication and interpersonal skills, the ability to analyze clients" financial situations, and a track record of meeting and exceeding sales targets. Professional certifications such as LOMA, CII, or equivalent will be advantageous. Your role will require you to work independently and as part of a team, demonstrating strong negotiation and problem-solving skills, being highly organized and detail-oriented, and adapting to a fast-paced environment. Proficiency in CRM software and MS Office suite, understanding of market research techniques, and knowledge of customer relationship management practices are essential. You should also hold a valid insurance agent license in the respective jurisdiction. This position is available in multiple locations across India, including but not limited to Goa, Delhi NCR, Mysuru, Kolkata, Gurugram, Mumbai City, Pune District, Chennai District, Hyderabad District, and more. Key Skills required for this role include report preparation, knowledge of life insurance products, market research techniques, negotiation, financial analysis, adaptability, referral network building, communication, underwriting, client relationship management, sales, regulatory compliance, and marketing strategies, among others. If you meet the qualifications and are ready to take on this exciting opportunity as a Relationship Manager with HumGrow.com, we encourage you to apply and contribute towards building a strong referral network and successful client relationships.,