32757 Relationship Management Jobs - Page 13

Kotak Mahindra Bank Limited is looking for Acquisition Manager to join our dynamic team and embark on a rewarding career journey Market Research: Conducting market research and analysis to identify potential acquisition targets and opportunities within a specific industry or market segment Due Diligence: Performing comprehensive due diligence on potential acquisitions, which may include financial analysis, legal assessments, and operational evaluations Financial Analysis: Assessing the financial viability and performance of potential acquisitions, including analyzing financial statements, cash flow projections, and valuation models Deal Structuring: Developing and structuring acquisition dea...

Kotak Mahindra Bank Limited is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfac...

Max Life Insurance Company Limited is looking for Sales Manager - Bancassurance to join our dynamic team and embark on a rewarding career journeyWe are seeking an experienced and results-driven Sales Manager to lead our Bancassurance sales team. As a Sales Manager - Bancassurance, you will be responsible for driving sales growth through the Bancassurance channel by building and managing relationships with banks and driving insurance product sales through their network. You will lead a team of sales representatives, provide training and support, and ensure achievement of sales targets.Key ResponsibilitiesBancassurance Sales Strategy Develop and implement a comprehensive sales strategy for the...

Max Life Insurance Company Limited is looking for Sales Manager - Bancassurance to join our dynamic team and embark on a rewarding career journey We are seeking an experienced and results-driven Sales Manager to lead our Bancassurance sales team As a Sales Manager - Bancassurance, you will be responsible for driving sales growth through the Bancassurance channel by building and managing relationships with banks and driving insurance product sales through their network You will lead a team of sales representatives, provide training and support, and ensure achievement of sales targets Key Responsibilities Bancassurance Sales Strategy Develop and implement a comprehensive sales strategy for the...

Max Life Insurance Company Limited is looking for Relationship Manager - Affluent Banking to join our dynamic team and embark on a rewarding career journey A Relationship Manager in Affluent Banking is responsible for managing and developing a portfolio of high net worth (HNW) clients, offering personalized financial solutions and advisory services to meet their wealth management needs The role involves building strong, long-lasting relationships with clients and providing exceptional customer service The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets Responsibilities Client Relationship M...

STARTEK is looking for Key Account Manager - Operations to join our dynamic team and embark on a rewarding career journey A Key Account Manager (KAM) is responsible for:1 Developing and managing relationships with key customers, with the goal of increasing revenue and customer loyalty Identifying new business opportunities Negotiating contracts and agreements with key customers Collaborating with internal teams, such as product development and marketing, to ensure customer needs are met Monitoring and analyzing customer feedback to identify areas of improvement Managing and resolving customer complaints and issues Staying up-to-date with industry trends, competition and market changes Achiev...

RBL Bank Ltd is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction. Disclaime...

RBL Bank Ltd is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction. Disclaime...

Contact prospects to generate student assessments from business leads. Schedule and conduct assessment sessions with students and parents to help them choose the best products/courses and convince them to convert into admissions. Prepare, interpret, and analyse assessment reports to derive actionable insights. Understand client requirements and guide them in choosing the best course from our portfolio. Assist parents and students over the phone, addressing their information needs. Collect feedback from parents, students, and trainers to improve our services continuously. Process student data to generate new business prospects through client referrals. Support the department manager in execut...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits They will be required to use their communication skills to add new customers and Cross Sell of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New A...

I ensure the entire Store team acts with a CUSTOMER FIRST mindset where we find solutions for all the customers walking in. I am at the service of my customer queries at the welcome desk with mediums of Face-to-face, calls, emails, social media, and proactively finding solutions, after-sales, and other touchpoints. Gain deeper knowledge of CX after understanding CRM systems and practices. (CX Tools - Exotel/Salesforce/Medallia, Strategies - Welcomer/Goodbyer, Trail Room) Analyse customer feedback at all touch points (Customer Support, UnsatPOS, Social Listening, Store GMB Reviews and WOW) so that actions can be derived to enhance the experience further RESPONSIBILITY 2 I am the guardian of c...

You may be assessed on the key critical skills relevant for success in role,such as experience with as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills. Basic/ Essential Qualifications: Qualified Accountant CA/CMA/ACCA. Strong academic background 1st class honors, minimum bachelor s degree from a reputable institution. Prior experience, if any in a month-end or quarter-end focused reporting role or control environment based or finance automation skillset based. Strong excel skills. Desirable skillsets/ good to have: Good stakeholder engagement skills and understanding & executing their requi...

Holds a master s degree in finance or equivalent Driving global control initiatives to manage operational and conduct risks. Compiling reports and data on Governance status for business line control meetings and regulatory enquiries. Building an end-to-end trading supervision system to enhance architecture, design, user experience, and risk management in line with regulations and the Barclays Control Framework. Ensuring the business can identify, design, and implement appropriate controls and quality assurance measures to proactively flag and highlight risks. Providing expert technical advice and insight to support risk management. Engaging with global CCO Control Business Partners, Business...

Collaboration on live deals, client pitches, support the team with advising on a broad range of corporate clients, . delivering holistic, structured solutions to deliver on client goals. Collaboration with cross-functional teams to support business initiatives. Participation in training and development programs to enhance skills and knowledge. Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for investment banking. Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, pr...

Master s degree (preferably Accounting/Finance) or equivalent years of services. Experience in managing large set of critical stakeholders, regulatory engagements, communication, influencing for generating positive outcomes. Experience on regulatory reporting is an added advantage. Good level of PC skills (Microsoft suite including Excel, Word, PowerPoint). Working knowledge of Alteryx, Tableau, Qlik sense, to help drive process reengineering. Effective communication skills. Some other highly valued skills may include: Big 4/FTSE 100/Management Consultancy background. Broad knowledge of all banking products, business flows and technologies. Appreciation of current / future changes in the Reg...

Identification and assessment of prudential regulatory reporting risks arising from the banks activities, products, and services. Development and implementation of strategies to mitigate prudential regulatory reporting risks, ensuring compliance with all applicable laws, regulations, and internal control policies, and conduct regular compliance reviews and audits to identify and address potential compliance gaps or violations. Assessment of the effectiveness of the bank s internal control processes and governance framework, including addressing any weaknesses or gaps that could lead to regulatory reporting non-compliance, and implementation of measures to strengthen internal controls. Prepar...

Work closely with the Global SL Talent Leader and Directors to contribute at both an operational level to the successful operation of the SL Talent team. Work alongside the Global SL Talent Leader to ensure requirements, issues and actions raised by senior business leaders are prioritized and addressed by the Global SL Talent team or wider Talent eco-system As required, prepare presentations and reports to support effective engagement with business leadership Work alongside the SL Talent leaders to help build out Talent Consulting capability across the team. Attend cross-SL meetings to identify common needs, change initiatives/priorities and areas for improvement. Capture actions and help to...

Provide oversight on outsourced Transfer Agent services and regulatory reporting. Collaborate with Operations, Legal, Compliance, Risk, and Controls teams. Support Share Class setup for timely execution of deliverables. Manage and resolve issues, escalating when necessary. Liaise with Transfer Agents to ensure successful delivery of initiatives. Engage in proactive relationship management with stakeholders. Influence and drive change based on business and client requirements. Learn and apply automation tools to enhance efficiency. Assist in root cause analysis to improve client experience. Adhere to governance frameworks and update policies for compliance. Review operational processes to ide...

Deliver comprehensive performance reporting and Insights to help the leadership team and individuals evaluate and drive business performance. Partner with functional leaders, Strategic Business Partners and senior leaders to remove friction points, ensure data integrity for reporting and insights to fulfill business requirements and enable actions. Understand complex operational systems and business intelligence tools, platforms for developing efficient, insightful products and offerings for customers Devise process improvement tools and methodologies that will ensure flawless delivery exceeding customer expectations. Evolve reporting to meet key business priorities, engage early on with sta...

Role & responsibilities Develop MNC business by onboarding new clients and managing existing clients. Revenue maximization Diversify product portfolio of MNC business Maintain overall health of portfolio Identify and develop potential MNC customers for the bank • Acquiring new MNC relationships by regular meetings / follow-up with target clients • Generate revenue through various products and services of the the bank • Scoping of existing client base in portfolio to identify new opportunities for the Bank on a continuouis basis. • Regular meeting with clients along with other product partners of the bank to ensure cross-sell of products and increasing wallet share • Coordination with various...

Date : 6th October (Monday) Time : 10:30am-1:00pm Location : HDFC Bank Ltd., Mezz. & Grd. Floor, Ward No. 27, Near Janta Furniture, Dadri Gate, Dist. Bhiwani, Haryana - 127021 Open Job Roles :Teller/WD, PB Classic, Authorizer, BSM, CARM, SBL RM, BM Job Description-PB Classic: Actively participate in Branch operations and sales equally to ensure Branch sales target are met. Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits. Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clie...

Key Responsibilities:Promote and sell home loan products to prospective customers. Generate leads through various channels and follow up for conversions. Maintain regular follow-ups with customers and provide end-to-end assistance. Coordinate with internal teams for application processing and documentation. Handle basic customer queries and support walk-in customers. Responsible for meeting monthly sales targets. Min.1 years experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Team handling. min 1 yr Direct selling, Insurance, Banking, Home Loan, Mortgage, Freshers also apply Mandatory Key Skillslap,business development,mortgage ...

Key Responsibilities:Promote and sell home loan products to prospective customers. Generate leads through various channels and follow up for conversions. Maintain regular follow-ups with customers and provide end-to-end assistance. Coordinate with internal teams for application processing and documentation. Handle basic customer queries and support walk-in customers. Responsible for meeting monthly sales targets. Min.1 years experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Team handling. min 1 yr Direct selling, Insurance, Banking, Home Loan, Mortgage, Freshers also apply Mandatory Key Skillslap,business development,mortgage ...

Key Responsibilities:Promote and sell home loan products to prospective customers. Generate leads through various channels and follow up for conversions. Maintain regular follow-ups with customers and provide end-to-end assistance. Coordinate with internal teams for application processing and documentation. Handle basic customer queries and support walk-in customers. Responsible for meeting monthly sales targets. Min.1 years experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Team handling. min 1 yr Direct selling, Insurance, Banking, Home Loan, Mortgage, Freshers also apply Mandatory Key Skillslap,business development,mortgage ...