Relationship Manager( Finance ) Geetha Technology Solutions

1.0 - 3.0 years

1 - 3 Lacs

Pune, Maharashtra, India

On-site

Duties & Responsibilities: As a Relationship Manager, you'll be at the forefront of our client engagement efforts. Your core responsibilities will include: Lead Generation: Proactively identifying and cultivating new business opportunities to expand our client base. Product Selling: Effectively presenting and selling a range of financial products tailored to client needs. Client Retention: Building lasting relationships with clients, ensuring their satisfaction and loyalty through exceptional service. Cross-Selling: Identifying opportunities to offer additional relevant products and services to existing clients. Skills Required: To excel in this role, you should possess: Enthusiasm for your ...

Posted 3 months ago

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Relationship Manager - Finance Sales - Freshers Can apply- Pune Seven Consultancy

- 1 years

2 - 3 Lacs

Pune

Work from Office

Looking for candidate for finance sales. 1. Lead Generation 2. Product Selling 3. Client Retention 4. Cross Selling Qualification : Finance Graduate/MBA Finance Fresher or Min 6 Months Experience Female Preferred

Posted 4 months ago

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Relationship Manager - RL-Emerging Market - Relationship Management Kotak Life Insurance

2.0 - 5.0 years

4 - 7 Lacs

ganganagar

Work from Office

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of...

Posted Date not available

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