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1.0 - 3.0 years
1 - 3 Lacs
chandigarh, india
On-site
Position Title Relationship Manager Department Direct Distribution - Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: Leads Natural market References Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model Up-sell & Cross Sell the Orphan Base of Customers allocated Ensuring timely issuance...
Posted 1 week ago
2.0 - 7.0 years
5 - 20 Lacs
Mumbai, Maharashtra, India
On-site
Client Acquisition & Revenue Performance: Acquire and engage clients with Assets Under Management (AUM) of INR 1 million or more using a need-based approach. Deliver exceptional volume and revenue growth through targeted client acquisition. Ensure effective product penetration by cross-selling and up-selling relevant banking products and services. Client Relationship Management: Manage and maintain high levels of customer satisfaction through proactive engagement and personalized relationship management. Coordinate closely with internal teams including Service, Distribution, and Product to ensure seamless client servicing and support. Service Excellence: Ensure consistent delivery of superio...
Posted 1 month ago
2.0 - 7.0 years
4 - 9 Lacs
Mumbai, Maharashtra, India
On-site
Role & Responsibilities: To deliver exceptional volume and revenue performance by acquiring and engaging with clients having an AUM ? INR 1 million through need-based approach Ensure client coverage and product penetration through cross-sell and up-sell of products and services To manage and maintain the highest customer satisfaction and service levels through proactive client engagement and relationship management Coordinate internally with Service, Distribution, and Product teams
Posted 1 month ago
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