7758 Relationship Jobs - Page 30

Contractor data tracker to be handy at all times for capturing the market intelligence gathered by team Painter & Contractor Partnering - Engagement & Developing Relationship - Regular interaction and engagement to be planned with the opinion leaders in the contractor fraternity This should be done with a motive of developing strong relationships, driving business, getting market intelligence & making them spokesperson for brand ABG - Have a detailed plan / approach in place to be regularly discussed with ZSM Launch Preparedness Launch Preparedness - Product Sampling - Active involvement in the sampling activity Have a structure in place to conduct sampling, capture the activity and share ti...

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...

Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking Cross sells bank products to existing set of Corp Sal customers which are mapped Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts Penetration of group/family account of the existi...

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have a strong understanding of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service. Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and compliance with bank policies Cross-sell a wide range of banking products ...

Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long-term plans to achieve...

We are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer value through cross-selling and referrals. The ideal candidate should have experience in ficial services or banking, with a strong focus on customer engagement and sales performance. Handle customer service tasks such as account opening, DMAT services, and grievance resolution. Educate customers on product features and assist with service requests like cheque book issuance. Achieve sales targets for bank and ...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong ficial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service. Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products to deepen cli...

Responsible for preparation of CAM and putting up various notes (review, replies to observations from the Risk department, etc) Responsible for assessing the credit worthiness, and preparation of credit proposals, by fitting borrower requirement within the existing product suite and credit policy guidelines Conduct review / renewal of accounts Ensure maintece of acceptable TAT for various tasks such as conducting rating, preparation of appraisal note, renewals, etc Qualifications Graduates with a good academic background CAs/Management Graduates/ICWAs will be preferred Role Proficiencies Good understanding of ficial ratios and concepts Good communication (both verbal and written) skill in bo...

We are seeking a dynamic and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets The ideal candidate will have strong knowledge of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service This is a high-impact role that requires strategic thinking, excellent interpersonal skills, and the ability to coordinate across teams to deliver a seamless banking experience Acquire and expand relationships with High Net Worth individua...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products The ideal candidate will have strong ficial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products to deepen client...

To understand clients business provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc Work closely with Branch Banking teams for new customer addition To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Fice for the primary Relationship Group companies To build relationships with key persons (CFOs/ promoters) in the target segments build client trust confidence Focus to continually increase the Book size and profitability of the assigned portfolio To understand client business models, trade related activities, cash flows etc and identify opportunities and gr...

To understand clients business provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc Work closely with Branch Banking teams for new customer addition To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Fice for the primary Relationship Group companies To build relationships with key persons (CFOs/ promoters) in the target segments build client trust confidence Focus to continually increase the Book size and profitability of the assigned portfolio To understand client business models, trade related activities, cash flows etc and identify opportunities and gr...

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...

Key Responsibilities: Client Acquisition Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group s product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Fice. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship records for a...

This is an Internal document Job Title: Relationship Officer - 811 Digital Sales Grade: M1 - Have good awareness of Corporates with entry point links in those corporates Good Communication Presentation Skills required since he will be focusing on core corporates for Digital Banking Cross sells bank products to existing set of Corp Sal customers which are mapped Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products Goes beyond the professional need of the customer by providin...

We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients The role involves deep engagement with clients to understand their business models, structure appropriate WC solutions, and ensure timely renewals and enhancements of credit limits The ideal candidate will be responsible for maintaining strong relationships with promoters and key decision-makers, ensuring compliance with internal processes, and driving cross-sell opportunities The role also includes monitoring utilization patterns, ensuring timely submission of documentation, and coordinating with internal departments to resolve client issues efficie...

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...

About the School of Environment and Sustainability (SES) The School of Environment and Sustainability (SES) at IIHS and its Long-term Urban Ecological Observatory (LTUEO), the first such mega-city observatory in the world, focus on the sustainable transformation of diverse human settlements and the social-ecological-technical systems they are part of in the face of global change, especially urbanisation and climate change. The SES and LTUEO work on cutting edge scholarship and knowledge, education, and practice focused on solutions to wicked and complex environment and sustainability problems within the context of a rapidly urbanising India. Job Description The School of Environment and Sust...

Key Responsibilities/ Key Deliverables 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 ...

Relationship Manager Prime Vishwaas Sales M1 Job role Responsibilities: 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 client...

Relationship Manager Prime Vishwaas Sales M1 Job role Responsibilities: 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 client...

Greetings from Kotak Life Insurance We are Currently hiring for Relationship Manager If you are interested in sales and want to earn good incentives along with career then share your resume on kli.ankita-velari@kotak.com or call on 8425915760 Designation - Relationship Manager. Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner fac...

Job Description Position Relationship Associate - Bancassurance Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Team size (D/I) Individual Role JOB SUMMARY :- Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES:- 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 proc...

SUMMARY Sales Representative We are seeking a dynamic and results-driven Sales Representative to join our team. The ideal candidate will be responsible for achieving sales targets, engaging with clients, conducting site visits, maintaining store presence, organizing applicator meetings, and submitting sales reports. This role requires a two-wheeler as it involves field sales. Strong communication and relationship-building skills are essential, along with a self-motivated and target-driven attitude. Responsibilities: Consistently meet and exceed assigned sales goals. Build and maintain relationships with painters, contractors, builders, architects, engineers, and other key customers to drive ...

SUMMARY Responsibilities: Works with business and technology partners to identify, define, interpret, and clarify the scope of the Salesforce platform integrations. Will be responsible for the delivery of platform enablers including the design, build, security, and operationalization of reusable components in support of business products. Performs the development of common Salesforce platform components, capabilities, and features. Performs development and advanced configuration activities including custom objects and fields, dashboards, flows, reports, workflows, rules, automation, and triggers. Manages the core security model configurations. Is expected to maintain deep technical knowledge...