16019 Relationship Management Jobs - Page 22

Account Management: Develop and maintain strong relationships with key clients. Serve as the main point of contact for key accounts, addressing their needs and resolving issues promptly. Conduct regular meetings and business reviews with clients to ensure their satisfaction and identify growth opportunities. Sales Strategy and Execution: Develop and implement account strategies to achieve sales targets and business objectives. Identify and pursue new business opportunities within existing accounts. Prepare and deliver compelling sales presentations and proposals tailored to client needs. Customer Relationship Management: Understand client business goals, challenges, and needs to provide effective solutions. Provide exceptional customer service and support to key accounts. Foster long-term relationships to ensure client retention and loyalty. Market Analysis and Reporting: Monitor market trends, competitor activities, and client feedback to inform account strategies. Prepare regular reports on account performance, sales activities, and market conditions. Utilize CRM systems to track and manage client interactions and sales activities. Collaboration and Coordination: Work closely with internal teams, including marketing, product development, and customer service, to deliver seamless solutions to clients. Coordinate with supply chain and logistics teams to ensure timely delivery of products and services. Participate in cross-functional projects and initiatives as needed.

DESIRED EDUCATION: B.Tech + MBA DESIRED EXPERIENCE: 15-20 years ROLES RESPONSIBILITIES: 1. Overall responsibility for Purchasing and Cost Estimating activities across the business 2. Create and implement best practice purchasing vision, strategy, policies, processes and procedures to aid and improve business performance 3. Ensure that purchasing strategies and processes are in place to meet business objectives and operational needs in terms of price, quality and delivery targets, which enables the company to function and compete effectively in the market to include: Terms and conditions, supplier selection/de-selection, evaluation and rationalisation of supply chain solutions including vendor managed inventory, supplier consignments and safety stock 4. Evaluate the challenges faced by the business and take action to mitigate risks and develop opportunities 5. Initiate and develop creative and innovative procurement processes (eProcurement) 6. Responsible for managing relationships and negotiating with key suppliers at a senior and strategic level 7. Negotiate contract terms with key suppliers to ensure value for money, quality standards and delivery terms with technical and operational input from stakeholders if appropriate 8. Forecast price and market trends to identify changes of balance in buyer-supplier power 9. Develop an overall vendor base which creates and sustains a competitive advantage utilising global market exploitation, leveraging spends and leveraging technologies 10. Develop, implement and maintain a supplier relationship and evaluation process to measure effective supplier performance and compliance 11. Provide leadership to departments under control. Coach, mentor and develop direct reports and manage a high performing team that delivers continuous improvement, added value and cost reductions 12. Work collaboratively, negotiate and engage with key stakeholders to facilitate delivery and compliance with the purchasing strategy COMPETENCIES SKILLS REQUIRED: Proven leadership and management skills with the ability to optimise team performance and development Excellent relationship management skills with the ability to engage, negotiate and manage key stakeholders and suppliers Strong and confident negotiator with the ability to negotiate at all levels Excellent communication, interpersonal and influencing skills Excellent analytical and problem solving abilities Results orientated with ability to plan and deliver against project deadlines Commercially and financially astute with experience of managing budgets Excellent Knowledge on using SAP for MM module and excel

1.Overall responsibility for Purchasing and Cost Estimating activities across the business 2.Create and implement best practice purchasing vision, strategy, policies, processes and procedures to aid and improve business performance 3.Ensure that purchasing strategies and processes are in place to meet business objectives and operational needs in terms of price, quality and delivery targets, which enables the company to function and compete effectively in the market to include: Terms and conditions, supplier selection/de-selection, evaluation and rationalisation of supply chain solutions including vendor managed inventory, supplier consignments and safety stock 4.Evaluate the challenges faced by the business and take action to mitigate risks and develop opportunities 5.Initiate and develop creative and innovative procurement processes (eProcurement) 6.Responsible for managing relationships and negotiating with key suppliers at a senior and strategic level 7.Negotiate contract terms with key suppliers to ensure value for money, quality standards and delivery terms with technical and operational input from stakeholders if appropriate 8.Forecast price and market trends to identify changes of balance in buyer-supplier power 9.Develop an overall vendor base which creates and sustains a competitive advantage utilising global market exploitation, leveraging spends and leveraging technologies 10.Develop, implement and maintain a supplier relationship and evaluation process to measure effective supplier performance and compliance 11.Provide leadership to departments under control. Coach, mentor and develop direct reports and manage a high performing team that delivers continuous improvement, added value and cost reductions 12. Work collaboratively, negotiate and engage with key stakeholders to facilitate delivery and compliance with the purchasing strategy COMPETENCIES & SKILLS REQUIRED: Proven leadership and management skills with the ability to optimise team performance and development Excellent relationship management skills with the ability to engage, negotiate and manage key stakeholders and suppliers Strong and confident negotiator with the ability to negotiate at all levels Excellent communication, interpersonal and influencing skills Excellent analytical and problem solving abilities Results orientated with ability to plan and deliver against project deadlines Commercially and financially astute with experience of managing budgets Excellent Knowledge on using SAP for MM module and excel

Department: Lending Services Job Purpose We are looking for a passionate, energetic individual to join our Lending Services division. You will be part of team working as an extension to our European based client ensuring we fulfill the applicable SLAs. Key Responsibilities Project Finance Portfolio Monitoring Credit Review: Perform detailed annual and quarterly credit reviews for allocated projects, assessing performance against original underwriting assumptions and covenants. Analyze financial, operational, and technical performance of the projects, including key project milestones (for construction phase) and actual vs. budget comparisons (for operational phase). Monitor key financial metrics such as DSCR, LLCR, PLCR, IRR, and coverage ratios, flagging early warning signals. Construction Phase Monitoring: Review EPC progress, cost reports, drawdowns, variation orders, contingency usage, and timelines. Analyze project risk registers and mitigation strategies, ensuring alignment with lender expectations. Track completion tests, project milestones, and compliance with debt service commencement requirements. Operational Phase Monitoring: Assess plant availability, capacity utilization, OM performance, and major maintenance plans. Review revenue streams (e.g., PPA tariffs, offtake arrangements), operating costs, and adherence to financial covenants. Identify sector-specific risks (e.g., curtailment risk in wind/solar, toll collection efficiency in roads) and analyze their potential credit impact. Stakeholder Communication: Liaise with internal credit teams, relationship managers, and if required, borrowers or third-party consultants to gather key information. Prepare and present clear, concise review memos, highlighting key credit concerns and recommendations. Regulatory and Compliance Support: Ensure compliance with internal risk rating models and regulatory requirements relevant to project finance exposures. Support internal audits and regulatory reviews by providing necessary documentation and analysis. Key Competencies 4-14 years of experience in project finance, credit analysis, or portfolio monitoring, preferably across infrastructure and energy sectors. Strong understanding of project finance structures, financial modelling, and risk assessment. Familiarity with sector-specific KPIs, regulatory frameworks, and performance benchmarks. Proficiency in financial analysis tools (Excel, Factset, CapitalIQ, etc.); exposure to project finance models is a plus. Excellent written and verbal communication skills for preparing high-quality review notes and engaging with stakeholders. Ability to manage multiple priorities and meet tight deadlines under minimal supervision.

Qualification: CFP / NISM X-A / X-B / PG Degree in Finance Salary Expectation: In line with industry (depends on experience and role-fit; no upper limit for the right candidate) Job Description Preparation and review of customized financial plans, ensuring precision and product understanding. Monitor and update financial plans regularly with attention to detail. Coordinate with junior planners on scenario analysis and case studies tailored to clients. Engage with service providers for availability, comparison, analysis, and finalization of financial products. Set up client meetings and accompany advisory team for plan presentations and reviews. Conduct client risk profiling and understand individual requirements. Provide portfolio reviews and tailored investment recommendations. Maintain accurate records of clients and their financial plans. Stay updated on market trends, economic developments, and industry news. Work with investment advisors and client service teams to implement plans and assist clients through the process. Research financial planning trends and present findings in article format for web publication. Possess deep understanding of investment products across asset classes. Strong grasp of wealth management and asset allocation principles. Assist with financial plan queries and investment recommendations. Maintain planning and review calendars for clients. Ensure client compliance and documentation integrity. Conduct detailed research on financial products. Attend regular meetings with asset managers, fund managers, and relationship managers. Analyze and communicate macroeconomic views and market updates to the team. Share ongoing investment-related research, blogs, and updates with internal stakeholders. Must Have Excellent written and spoken English skills. Advanced proficiency in Excel and PowerPoint. Strong professional track record, ideally with reputed firms. Two references from previous employers. 35 years of relevant industry experience

Roles and Responsibilities To be responsible for managing Key Clients NR and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which required to gain business wallet share from NR clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in NR Client Handling or similar roles in Private Banking/ Wealth Management/ Portfolio Management Banking Industry. Strong understanding of NRI Services, Personal Banking, Relationship Management, and Wealth Management principles. Excellent communication skills for effective relationship-building with high-net-worth individuals (HNIs) and non-resident Indians (NRIs).

This position requires creativity & a zeal for conceptualizing. Organizational skills and a penchant for time management being an advantage, we are looking for a committed you, who is able to translate your ideas into what the space demands. Your portfolio will reflect your distinct design language and your broad range of experience in Interior designing. It will be full of inspiring examples of your work for various spaces - commercial, residential or both. You will have a natural and keen eye for details with equally good conceptualizing skills. But that extra edge will be your strategic thinking and ability to see the bigger picture.

DigiRoket is looking for CRM Executive to join our dynamic team and embark on a rewarding career journey Developing and implementing CRM strategies to increase customer engagement and loyaltyManaging and maintaining the company's CRM system, including data entry, data cleansing, and data segmentation Analyzing customer data and behavior to identify trends, insights, and opportunities for improvement Creating and executing targeted marketing campaigns and communications to increase customer retention and upsell opportunities Collaborating with other departments, such as sales and marketing, to ensure the CRM system is aligned with business goals and objectivesEnsuring the accuracy and completeness of customer data in the CRM system Providing training and support to staff members on the use of the CRM system Conducting customer surveys and gathering feedback to improve customer satisfaction and experience Monitoring and analyzing customer interactions across various channels, such as email, social media, and chatbots

Amy Cab - Online Cab Booking is looking for Executive – Sourcing to join our dynamic team and embark on a rewarding career journey Supplier Identification and Relationship Management:Identify potential suppliers, evaluate their capabilities, and establish relationships with reliable vendors Negotiate contracts, terms, pricing, and service agreements with suppliers to achieve favorable terms and conditions Sourcing Strategies and Procurement Planning:Develop and implement sourcing strategies aligned with organizational goals, considering factors such as cost, quality, and delivery timelines Plan and execute procurement activities based on demand forecasts, inventory needs, and budget constraints Request for Proposals (RFPs) and Bidding Process:Prepare RFPs, RFQs (Request for Quotes), or tender documents to solicit bids from potential suppliers Evaluate supplier proposals, conduct bid analysis, and recommend supplier selection based on predefined criteria Cost Management and Negotiation:Analyze pricing, market trends, and supplier performance to negotiate favorable pricing, terms, and conditions Optimize costs while ensuring the quality and timely delivery of goods or services Supplier Performance and Compliance:Monitor supplier performance, conduct vendor assessments, and address any performance issues or non-compliance with agreements Ensure adherence to procurement policies, regulatory requirements, and ethical standards Continuous Improvement and Innovation:Identify opportunities for process improvements, cost savings, and innovation in the sourcing and procurement process Implement best practices and leverage new technologies to enhance sourcing efficiency Required Skills: Candidates with good communication skills with front line sales experience is preferred.

Qualification: B.Com / Graduate / CFP Experience: 1 to 2 years experience in Plan Servicing and Operations Salary Expectation: As per industry standards (based on individual qualifications, experience, and competence) Job Description Responsible for execution of investment suggestions. Timely and accurate execution of investments, insurance plans, and related services. Client coordination for KYC-compliant documentation and related paperwork. Complete paperwork related to financial plan implementation. Coordinate with vendors/product manufacturers to resolve service-related queries (brokers, mutual funds, insurance, etc.). Ensure investment recommendations and insurance plans are implemented with 100% accuracy and zero error. Send regular and accurate investment updates and tax reports to clients. Conduct regular internal audits on all client information and documentation. Update and monitor financial plans based on client goals and ongoing requirements. Required Skills Preferred: CFP graduate Proficiency in Excel and mathematics with high attention to detail and error-free output. Basic knowledge of financial products and investments such as Mutual Funds (MFs), PMS, Bonds, AIFs, Corporate FDs, PPF, EPF, etc. Strong operational, organizational, and follow-up skills. Excellent leadership, interpersonal, analytical, and time management abilities. Effective communication skills listening, writing, and speaking. High level of integrity and ethical standards

Job Summary: We are seeking a motivated and dynamic Admission Counsellor to join our team. The successful candidate will be vital in assisting prospective students through the admissions process, providing them with guidance and support as they navigate their educational journey. Roles and Responsibilities: Student Guidance: Assist prospective students and their families through the admissions process, providing information on academic programs, admissions requirements, and campus life. Admissions Process: Manage the admissions process from initial inquiry to enrollment, including reviewing applications, scheduling interviews, and conducting follow-up communications. Relationship Building: Develop and maintain relationships with high schools, community organizations, and other partners to promote the institution and attract prospective students. Events and Recruitment: Represent the institution at recruitment events, college fairs, and high school visits to promote awareness and generate interest in our programs. Data Management: Maintain accurate records of prospective students and their application status using our CRM system, ensuring timely follow-up and communication. Support Services: Provide support to students and families regarding financial aid options, scholarships, and other resources available to them. Team Collaboration: Collaborate with admissions team members and other departments to ensure a seamless and positive experience for prospective students throughout the admissions process. Requirements: Bachelor's degree in any field. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Excellent organizational and time management skills. Education: Any UG or PG -Any Specialization Required Skills: Communication skills, Interpersonal Skills, Negotiation skills, Convinicing skills.

Client Relationship Management. Client Engagement Promoting financial products Sales Growth Strategic Planning Effective communication and negotiation skills.

Role: Senior Business Manager Level: Senior Executive/Assistant Manager Reporting To: Regional Manager Location: Kozhikode/Calicut About the Function: myPartner, a strategic business unit of the MakeMyTrip Group launched in 2020, is revolutionizing the travel industry by offering seamless, real-time access to a diverse range of travel products, including domestic and international hotels, flights, and holiday packages. Designed to empower travel agent partners across the country, myPartner has rapidly scaled, now serving over 49,000 active agents. With innovation at its core, we are constantly evolving to deliver cutting-edge solutions that enable our partners to thrive in a competitive and dynamic market, driving growth and success for their businesses About the Role: The role would require the incumbent to build MyPartner brand in the mapped market, ensuring maximum spread and depth. He/she needs to identify and onboard potential travel agents, ensure platform adoption, and resolve queries for the onboarded travel agents. The role would also include building business partnerships to gain wallet/market share and ensure market growth in terms of active travel agent partners, overall transactions, and value. What will you be doing: 1. Onboarding and Relationship Management : Responsible for connecting and engaging with travel agents. End to end account management and driving sustainable performance of the region. Sourcing and onboarding new travel agents. The role involves meeting travel agents across, providing expertise, metrics analysis, and recommendations based on the industry's best practices to the travel agents 2. Portfolio Management and Driving Growth: Growing net revenue in the market by developing business plans to achieve revenue goals, ensuring inventory levels exceed demand throughout the market, and maintaining rate competitiveness across multiple available platforms. 3. Data Analysis and Reporting: Establishing and maintaining partner relationships, training travel agent partners on our product. Building MIS and market intelligence reports, preparing geography-wise and service-wise sales plans, and achieving them. 4. Negotiating: Networking, deal initiation, negotiation, and closing deals with clients. Strategizing to market the MyPartner product in a better way. Qualification and Experience: Master's degree from a reputed institute with 2 to 6 years of experience in Sales, Travel Trade, Key Account Management, Contracting, or B2B Sales. Experience in handling multiple accounts as a partner is preferred. Proficiency in MS Excel and MS PowerPoint. Key Success Factors for the Role: Excellent communication and interpersonal and stakeholder management skills. Attention to detail. Ability to understand and build insights from data. Increased Revenue and business

Job Description Position RM/PRM/SPRM/EPRM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Cluster Manager Band 5/5A/5B/4 Location - Comp. Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protection review calls as per the timelines Campaign Calling Perform Segmented product based campaigns including GLIP, SWP, FWP and others Perform Service Request Calls Keep records of customer interactions and ensuring timely processing of client service request Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Provide accurate, valid and complete information by using the right methods/tools Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc. Essential Qualifications Graduate Good to Have Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Competence required Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers Job Description Position RM/PRM/SPRM/EPRM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Cluster Manager Band 5/5A/5B/4 Location - Comp. Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protection review calls as per the timelines Campaign Calling Perform Segmented product based campaigns including GLIP, SWP, FWP and others Perform Service Request Calls Keep records of customer interactions and ensuring timely processing of client service request Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Provide accurate, valid and complete information by using the right methods/tools Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc. Essential Qualifications Graduate Good to Have Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Competence required Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

. Role Sales Manager I Job Responsibilities: Serve as the primary point of contact for assigned client accounts, understanding their goals, needs, and challenges Develop account strategies to overcome the challenges and action plans to meet client objectives and maximize account growth as per the target Conduct regular F2F business reviews with clients, discussing performance, identifying areas for improvement, and presenting new opportunities Track and analyze account performance, sales data, account funnel, and market trends to identify opportunities and challenges Drive business growth for newly onboarded partners by working on their basic hygiene and health metrics Deliver Incremental Revenue from the assigned clients through monetization and commercial improvements Deliver incremental counter share for all assigned clients by strategic planning to dominate market share Maintaining a strong relationship with restaurant owners and delivering best-in-class restaurant NPS Collaborate with internal teams to coordinate and deliver exceptional service to clients, addressing any issues or concerns promptly Generate leads and proactively approach potential clients, presenting our value proposition and securing new partnerships Desired Candidate: Graduate with excellent communication skills. Good working knowledge and experience of e-commerce activities and all online marketing channels Confident, Pleasing and a go-getter personality Effective communication skills Attitude & Aptitude for Sales Should be a team player, working alongside people from all walks of life Analytical, good Excel skills Leadership and Influencing skills: Identify, builds, and use a wide network of contacts with people at all levels, internally and externally. Achieves a good result through a well-planned approach Initiative & Flexibility: Recognizes the need to adapt to change & implement appropriate solutions. Be able to identify opportunities and recommend/influence change to increase the effectiveness and success of campaigns Creativity & Initiative: Demonstrate creativity & originality in their work and have the personal drive and initiative to bring about change and help drive the business forward. Being the face of Swiggy in the market and standing up for the values we believe in Key Skills Required: P&L UnderstandingMarket Research and Intelligence Customer Lifetime Value Business Development Data Logic Data Interpretation Data Visualization MS Excel Data Analysis Result Orientation Managing Relationships Conflict Management Problem-Solving

Job Description Position S0/ AM/ DM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Branch Relationship Manager Band 5/5A/5B Location - Comp. Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protection review calls as per the timelines Campaign Calling Perform Segmented product based campaigns including GLIP, SWP, FWP and others Perform Service Request Calls Keep records of customer interactions and ensuring timely processing of client service request Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Provide accurate, valid and complete information by using the right methods/tools Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc. Essential Qualifications Graduate Good to Have Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Competence required Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers Job Description Position S0/ AM/ DM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Branch Relationship Manager Band 5/5A/5B Location - Comp. Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protection review calls as per the timelines Campaign Calling Perform Segmented product based campaigns including GLIP, SWP, FWP and others Perform Service Request Calls Keep records of customer interactions and ensuring timely processing of client service request Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Provide accurate, valid and complete information by using the right methods/tools Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc. Essential Qualifications Graduate Good to Have Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Competence required Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).

We are Leading Distributor of Electrical & Automation Products. We are committed to on time delivery and after sales service to all our trusted partners! We are seeking an ambitious and experienced Sales Executive to join our team. The primary focus of this role will be to drive only Sales and he should have knowledge of Switchgears MCCB, RCB, RCCB, DB’s, Selec Timers. Responsibilities : 1. Develop Existing Customers to achieve and exceed sales targets for Product Sales. 2. Identify and pursue new business opportunities within the industry and establish new customer reach. 3. Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions. 4. Conduct product presentations and demonstrations to showcase the benefits of our services. 5. Collaborate with technical teams to ensure a comprehensive understanding of our products & Services. 6. Provide pre-sales and post-sales support, addressing customer inquiries and ensuring high levels of customer satisfaction. 7. Prepare and present sales proposals, negotiate contracts, and close deals. 8. Stay updated on industry trends, competitor activities, and market conditions. Requirements: 1. Diploma or Degree in Electrical / Electronics. 2. Sales Experience working with OEM/Panel Builder preferred 3. Strong technical knowledge of Switchgears – MCCB, RCB, RCCB, DB’s, Selec Timers. 4. Familiarity with a diverse range of Schneider, ABB, Siemens & Selec products makes is advantageous. 5. 2 years of successful sales experience, in the field of above mentioned products. 6. Excellent communication and interpersonal skills. 7. Proven ability to work both independently and collaboratively as part of a team. 8. Track record of meeting and exceeding sales targets.

Hiring Channel Sales Manager with experience in hand/power/auto tools. Manage dealer network, drive domestic sales, ensure stock flow, collections & market growth. Collaborate with teams for strategy. Prior industry experience preferred. Required Candidate profile 4–8 years of channel sales experience. Strong distributor network and territory knowledge, management skills. Ready to travel extensively within domestic regions. Graduate/MBA in Sales & Marketing.

Role: Team Leader, Mortgage-Home Loans Reporting to: Area Manager Location: Nehru Place | Lucknow- Mahanagar | Gomtinagar Job Purpose: To lead a team focused on driving home loan business through effective source management, geography mapping, sales process adherence, and continuous motivation. Responsible for achieving team targets, ensuring employee engagement and retention, and maximizing efficiency across assigned geographies and channels. Key Responsibilities: 1. Area/Geography Mapping Allocate specific geographies to team members for effective coverage. Closely monitor and support the team in geography planning and coverage. Audit and review progress regularly and share updates with superiors. 2. Source Relationship Management Manage and strengthen relationships with all business sources within the assigned geography. Ensure team members maintain active and positive engagement with sources. 3. Joint Calls Conduct daily joint calls with team members, including Source visits Client meetings and sales calls Support the team in closing deals and resolving field challenges. 4. Channel Partner Recruitment Identify and onboard potential channel partners. Ensure channel partners are aligned with business goals and compliance norms. 5. Team Huddle Organize daily team huddles as per company policy. Align the team on goals, challenges, updates, and motivation. 6. Team Review & Process Implementation Ensure strict adherence to: Sales process LMS (Lead Management System) processes Daily activity logs/diaries of team members Regularly review team performance and productivity. 7. HSPL Hub Coordination Act as the single point of contact for coordination with the Credit Team. Track and update team members on the status of logged-in loan applications. Skills & Competencies: Strong leadership and people management skills Sales and target orientation Excellent communication and relationship-building abilities Knowledge of home loan/mortgage industry Problem-solving and decision-making capability

What You'll do: As Procurement Assistant, you will: Carry out procurement transactional sourcing specifically for ZS Bangalore and Chennai offices (source to pay: enquiry till supplier payment), coordination with internal stakeholders, supplier evaluation, pricing negotiations for transactional low value purchases, initiate PO, new vendor creation, address supplier payment follow ups, etc. Support annual contract sourcing efforts, obtain, maintain inputs for vendor performance. The primary responsibility of this role would be in following area: Facility services, operations and Events (including gifts procurement): Support sourcing efforts for various services and supplies initiated by facilities or events or business teams. Create purchase order as per defined process and approvals, communicate PO to the supplier, obtain, verify and submit supplier invoices. Maintain tracker for all purchase / invoice transaction. Collaborate with sourcing category leads of facilities, events team to understand requirements, plan events, address vendor performance issues. In addition, support ongoing evaluation of new suppliers, support initiatives, projects undertaken by sourcing category leads and overall Procurement function. Provide seamless support to Office and events team for their respective requirements, etc. Recommend cost effective and right solution for supply or services. What Youll Bring 2 to 4 years of relevant experience Graduation (commerce, science, engineering) with strong record of academic achievement required, advanced degree like MBA in supply chain or operations preferred. Ability to communicate fluently and establish relationships with internal stakeholders and suppliers. Ability to multi-task in a fast paced, rapidly changing environment Ability to analyze data, problems / objectives (fluency in MS excel) Experienced in procurement from transactional purchases to low-cost contract sourcing. Strong communication and negotiation skills Strong sense and preference for quality Sense of urgency, punctuality and ownership Strong attention to detail Sense of humor appreciated.