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0.0 years
0 Lacs
pune, maharashtra, india
On-site
JD: PRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Require...
Posted 1 day ago
1.0 - 6.0 years
3 - 4 Lacs
kochi, ernakulam
Work from Office
Channel-Direct Experience Experience: Minimum 1 - 3 Years in sales and marketing into Insurance, Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. Location - Kochi kallor If your Interested; Kindly WhatsApp your resume to 9608607032 (Or) Mail ID : zakiya.zeenat@edelweisslife.in Thanks & Regards zakiya zeenat Human Resource
Posted 1 day ago
4.0 - 8.0 years
0 Lacs
thane, maharashtra, india
On-site
Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...
Posted 1 day ago
4.0 - 8.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...
Posted 1 day ago
4.0 - 8.0 years
0 Lacs
thane, maharashtra, india
On-site
Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...
Posted 1 day ago
2.0 - 5.0 years
3 - 6 Lacs
coimbatore
Work from Office
We are seeking dynamic Relationship Officers with 2 - 3 years of experience in the banking or wealth management industry. who is responsible for building and nurturing client relationships, promoting financial products & contributing revenue growth. Cafeteria Office cab/shuttle Travel allowance Health insurance Sales incentives Provident fund
Posted 1 day ago
0.0 years
0 Lacs
mumbai, maharashtra, india
On-site
JD: PRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Require...
Posted 1 day ago
0.0 years
0 Lacs
mumbai, maharashtra, india
On-site
JD: PRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Require...
Posted 1 day ago
0.0 years
0 Lacs
hyderabad, telangana, india
On-site
This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional ne...
Posted 1 day ago
0.0 years
0 Lacs
hyderabad, telangana, india
On-site
This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional ne...
Posted 1 day ago
0.0 years
0 Lacs
hyderabad, telangana, india
On-site
This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional ne...
Posted 1 day ago
0.0 years
0 Lacs
ahmedabad, gujarat, india
On-site
Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Develo...
Posted 1 day ago
0.0 years
0 Lacs
ahmedabad, gujarat, india
On-site
Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Develo...
Posted 1 day ago
0.0 years
0 Lacs
ahmedabad, gujarat, india
On-site
Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Develo...
Posted 1 day ago
0.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Develo...
Posted 1 day ago
1.0 - 6.0 years
3 - 4 Lacs
ernakulam, muvattupuzha, aluva
Work from Office
Channel : Bancassurance Ban k - Catholic syrian Bank Experience Experience: Minimum 1 - 3 Years in sales and marketing into Insurance, Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. Location - Koothatukulam Kollapally South Vazhakulam Edakunnu Alapuzha Fort Kochi Thoppumpady Kothamangalam Banerji Road Ponnurunni Valanjambalam Nellad Mannathoor Munnar If your Interested; Kindly WhatsApp your resume to 9608607032 (Or) Mail ID : zakiya.zeenat@edelweisslife.in Thanks & Regards zakiya zeenat Human Resource
Posted 1 day ago
4.0 - 8.0 years
0 Lacs
gurgaon, haryana, india
On-site
Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...
Posted 1 day ago
0.0 years
0 Lacs
india
On-site
This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional ne...
Posted 1 day ago
4.0 - 8.0 years
0 Lacs
delhi, india
On-site
Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...
Posted 1 day ago
4.0 - 8.0 years
0 Lacs
delhi, india
On-site
Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...
Posted 1 day ago
1.0 - 3.0 years
0 Lacs
india
On-site
Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...
Posted 1 day ago
1.0 - 3.0 years
0 Lacs
thrissur, kerala
On-site
Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...
Posted 1 day ago
1.0 - 3.0 years
0 Lacs
karwar, karnataka, india
On-site
Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...
Posted 1 day ago
1.0 - 3.0 years
0 Lacs
india
On-site
Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...
Posted 1 day ago
0.0 years
0 Lacs
bengaluru, karnataka, india
On-site
This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional ne...
Posted 1 day ago
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