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2.0 - 3.0 years
2 - 3 Lacs
noida
Work from Office
Job Title: Executive Product Distribution Job Purpose:- Insurance / Investment Counsellor Reporting:- CET Manager Min Experience:- 2+ Year CTC- 3 to 4 LPA Direct Reports: Yes Key Competencies: Familiar with Insurance & Investments products, Should have knowledge of dialler & CRM software. Coordination with internal and external stakeholders. Key Performance Indicators Provide support to our branches To achieve a 90% renewal target Increase our renewal book size. Should be certified with MFI/ IRDA. Cross sell of all TPP Products based on the campaigns. Maintain long term relationships with clients and Ensure 4 + Rating during feedback. Ability to handle CRM. Education/Experience Post graduate...
Posted 1 month ago
2.0 - 5.0 years
0 Lacs
delhi, india
On-site
JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 tim...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
delhi
On-site
As a Relationship Manager, your primary role will involve developing new High Net worth Customer relationships and expanding existing ones for liabilities. You will be responsible for sourcing customers through external efforts and acquisition channels. Additionally, cross-selling bank products to the existing set of Branch customers and informing them about new products or enhancements will be crucial to further expand the banking relationship. Key Responsibilities: - Develop new High Net worth Customer relationships and expand existing ones - Source new bank customers through external efforts and acquisition channels - Cross-sell bank products to existing Branch customers - Inform customer...
Posted 2 months ago
2.0 - 5.0 years
0 Lacs
delhi, india
On-site
JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 tim...
Posted 3 months ago
3.0 - 5.0 years
0 Lacs
noida, uttar pradesh, india
On-site
Role profile: Business Outcomes Adherence to the business plan for the Retail businesses. Engage with the team of POSPs and drive business. Take responsibility for building networks and strategic alliances with partners, clients, customers to drive business development, profitability and productivity of Retail business. Work with reporting line to develop new strategies and generat revenues from the untapped market. Activate Promotion Programs, Build Databases, Market Mapping. Drive Distribution Objectives by adhering to Target segment / Market Reach and Penetration/ Cross sell/ Up sell. Coordinate the functioning of sales, Operations, Training and Service Personnel to ensure effective deliv...
Posted 3 months ago
3.0 - 6.0 years
2 - 6 Lacs
Mumbai, New Delhi, Hyderabad
Work from Office
Hiring Senior Relationship Manager for Corporate Insurance Sales. Manage clients, acquire business, deliver solutions. Requires 3-5 years B2B experience, bachelor’s degree, IRDA/Insurance Institute certification preferred.
Posted 6 months ago
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