7758 Relationship Jobs - Page 29

Relationship Manager- New car Loans- Grade:- M2-M3 Experience:- Min 3-5 years Experience in asset product. Preferably in Auto loans. Profile requirement. Dealer channel management- Sourcing business from Car loan dealers as well as from KMBL Branches. Good at MIS and Written and verbal Communication. Skill set require to effectively manage Finance Manager/General Manager of Car dealers. Focus on Fee based income and ability to Cross sell other products. Ability to manage a Team size of 8-10 DST. Service oriented with will to go extra mile to serve channel effectively. PDD management and release Channel Payout on monthly basis. Infant Management.

Relationship Manager- New car Loans- Grade:- M2-M3 Experience:- Min 3-5 years Experience in asset product. Preferably in Auto loans. Profile requirement. Dealer channel management- Sourcing business from Car loan dealers as well as from KMBL Branches. Good at MIS and Written and verbal Communication. Skill set require to effectively manage Finance Manager/General Manager of Car dealers. Focus on Fee based income and ability to Cross sell other products. Ability to manage a Team size of 8-10 DST. Service oriented with will to go extra mile to serve channel effectively. PDD management and release Channel Payout on monthly basis. Infant Management.

This is a great opportunity to be part of a dynamic team that manages risks for the banking operations across the organization. The role requires an understanding of various risks associated with the banking industry and offers a chance to implement strategies for their effective mitigation. 1. Team Handling Exp. Team Handling and Business volume handling exp. Is required (Direct and In Direct Reportees). 2. Exp. Minimum 2-3 Year Exp. In Team Handling / Finance Industry. Should be from vehicle finance industry Tractor / Car / Two wheeler / CV /CE / Etc 1. Preference will be given from Vehicle Finance industry. Job Role: 1. Team sales Manager is required for Handling Tractor Loan through dire...

Job Purpose Develop, organise and execute sales plans of Primary Metal Products Business for the Western Region to ensure maximum realisation and achievement of Profit & sales targets and to drive market demand in the transport and electrical segment. Job Context: Job Context: Hindalco is the leading player in the Aluminium business in India with 1. 3 Mn ton annual capacity of Metal. Hindalco s strategy is to have balance portfolio of both up- stream (Metal) and down-stream (value added products). In last 5 years, with commissioning of its green filed projects, Hindalco s up-stream capacity has grown to 3 times. In Primary aluminium, Hindalco is currently at No 2 with 28% market share. As a ...

Job Purpose Job Purpose Description Job Purpose To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Job Context & Major Challenges Job Context: To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convin...

To acquire CASA, Salary accounts and cross sell multiple banking products. Key Responsibilities : The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Requirements: Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events ar...

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for...

To Partner - Defence Department Agency Function Defence Sales Location Multiple locations JOB SUMMARY Responsible for Recruitment of Agents & Advisors(A&A) and Officer Rakshak s Officer Rakshak(OR) & Agent Development Meeting Business goals Unit Prospecting Cantonment Mapping KEY RESPONSIBILITIES Develop various sources of OR and A&A hiring and build a team of Agents Ensure product knowledge by Max Life Insurance ways of training Field demonstration (FODs)& Product Presentation to Defence Personnel s Work closely with OR s & Agents on planning and reviewing of activities and goals Achievement of monthly, quarterly & yearly business plans Ensure Companys product mix sales ration and adhere to...

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 customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductio...

Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiativ...

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 following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

Principal Accountabilities How they are achieved/measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at al...

The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored ficial solutions. This role is integral to the success of our Branch Banking-Service department, as it drives business growth and enhances client satisfaction. A bachelors degree in fice, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of ficial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and establish tr...

Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Track customer complaints/queries and ensure a high level of customer sat...

Manage Auto loan through Car Dealers, Direct Sales Agents & Direct Sales Teams Empanelment of New car Dealers, DSA & DST in the Market Accountable for sales performance & Productivity of team Conduct Training for all the channels & Team on Product, Policy & Market Changes Manage Business Promotional activities with Channels Responsible for tracking channels & Team for Quality sourcing & Healthy portfolio Interact with credit team, & Get business approvals Keep close watch on competitor product, Policy & Market strategy Deliverables : Recruit, Train & Motivate channel sales team achieve sales targets Guide channel sales team & introduce clients to them Maintain knowledge on all bank product &...

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

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 customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collec...

Build and manage a portfolio of high-value business clients, ensuring their ficial needs are met. Develop and implement strategic plans to grow the business banking portfolio. Proactively identify and address client needs, offering tailored ficial solutions. Maintain a deep understanding of the market and industry trends to provide insightful advice. Collaborate with internal teams to ensure seamless delivery of services and products. Conduct regular client reviews and provide periodic updates on market developments. Ensure compliance with all regulatory and internal policies and procedures. Maintain a high level of professionalism and confidentiality in all client interactions. Act as a tru...

High school diploma or GED; 3 years experience in sales and marketing, guest services, front desk, or related professional area. OR 2-year degree from an accredited university in Business Administration, Marketing, Hotel and Restaurant Management, or related major; 1 year experience in the sales and marketing, guest services, front desk, or related professional area. CORE WORK ACTIVITIES Understanding Markets & Maximizing Revenue Identifies new reservations sales business to achieve personal and property revenue goals. Understands the overall market - competitors strengths and weaknesses, economic trends, supply and demand etc. and knows how to sell against them. Closes the best opportunitie...

Develop various sources of OR and A&A hiring and build a team of Agents Ensure product knowledge by Max Life Insurance ways of training Field demonstration (FODs)& Product Presentation to Defence Personnel s Work closely with OR s & Agents on planning and reviewing of activities and goals Achievement of monthly, quarterly & yearly business plans Ensure Companys product mix sales ration and adhere to the business norms Hold periodical customer meet to understand customers pulse and product needs Ensure customer queries are responded to satisfactorily as per Max Life Insurance standard Organize Service Camps at Cantonments Maintaining healthy Annual Policy Ratio Cantonment relationship Eligibi...

Managing a Team of Customer Service Executive who would be handling calls of the clients and addressing clients queries. Handling Emails communication queries. Liaise with Department in resolving the cases within defined TAT Preparing MIS/Dashboard and publishing it to respective stakeholders. Working on Projects as per business requirements. Working on NPS Matrix. Preferred candidate profile : Has customer centricity (Keeps the Customer First) in all perspective Has good communication skills (written and verbal) Should have good knowledge of MS Excel, Power Point.

Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Track customer complaints/queries and ensure a high level of customer sat...

Develops new and expands existing High Net worth Customer relationships for liabilities 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

We are seeking a high-energy and self-motivated Relationship Manager Agri-Fice to drive business in the Tractor Loans and Retail segment. The role involves sourcing working capital loans for Agri-related industries, food processing units, and MSMEs, while ensuring quality portfolio growth and customer satisfaction. The ideal candidate should possess strong interpersonal skills, ficial acumen, and a deep understanding of local markets and customer needs. This is a field-intensive role (80% field, 20% office) requiring strong networking, negotiation, and follow-up capabilities. Candidates must be tech-savvy and committed to delivering results with speed, scale, and skill. Source working capita...