340 Relationship Associate Jobs - Page 4

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

ROLES & RESPONSIBILITIES: - 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Central...

JOB DESCRIPTION Job Title : Relationship Associate Band: 5 Reporting To: Centre Manager Department: Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing ...

JOB DESCRIPTION Job Title Relationship Associate Band 5 Reporting To Centre Manager Department Bancassurance Ujjivan/TMB/ DCB/SIB/CSB JOB SUMMARY Takes responsibility of fulfilling leads prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing strengthening relationship with Cluster head staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and ...

JOB DESCRIPTION Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band 5/5A/5B Reporting To Centre Manager Department Bancassurance - Yes Bank JOB SUMMARY Takes responsibility of fulfilling leads prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing strengthening relationship with branch manager staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate.a Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s custo...

JOB DESCRIPTION Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band 5/5A/5B Reporting To Centre Manager Department Bancassurance - Yes Bank JOB SUMMARY Takes responsibility of fulfilling leads prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing strengthening relationship with branch manager staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate.a Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s custo...

ROLES & RESPONSIBILITIES: - New client acquisition drive for opening new demat & trading accounts Working on Single interface system to make it vibrant Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Stay updated on market outlook and product knowledge. Preferred Candidate Profile: Graduate in any stream ( most preferred) Minimum 6 months of experience in a sales role, preferably in the stock market. Highly enthusiastic with a willingness to learn new things. Competitive, sales passionate and excellent communica...

ROLES & RESPONSIBILITIES: - 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Central...

ROLES & RESPONSIBILITIES: - New client acquisition drive for opening new demat & trading accounts Working on Single interface system to make it vibrant Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Stay updated on market outlook and product knowledge. Preferred Candidate Profile: Graduate in any stream ( most preferred) Minimum 6 months of experience in a sales role, preferably in the stock market. Highly enthusiastic with a willingness to learn new things. Competitive, sales passionate and excellent communica...

ROLES & RESPONSIBILITIES: - 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Central...

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journey A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels Here are the key responsibilities of a Relationship Associate in BancassuranceCustomer Relationship Management Relationship Associates in Bancassurance establish and maintain strong rela...

Sales RM Position: Role & Responsibilities: New client acquisition drive for opening new demat & trading accounts Working on Single interface system to make it vibrant Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Stay updated on market outlook and product knowledge. Preferred Candidate Profile: Graduate in any stream ( most preferred) Minimum 6 months of experience in a sales role, preferably in the stock market. Highly enthusiastic with a willingness to learn new things. Competitive, sales passionate and exc...