42725 Relationship Management Jobs - Page 3

Job Requirements Job Requirements Role/ Job Title: Associate Manager-Acquisition (Household) Function/ Department: Branch Banking Job Purpose: Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisiti...

Role CSM/Sr.CSM/RM/Sr.RM (CASA Sales) under Retail Liabilities Branch Banking Role & responsibilities To acquire new quality customers and cross sell various products as desired by the Bank from time to time To ensure accurate, timely and error free processing of customer service requests To overcome problems using guidelines and escalate with expediency, when necessary. To ensure the best visual impact of the branches on customers To work for providing first class service experience to existing customers and take references for acquiring new quality customers. To cross sell deposit and fee products to such customers and penetrate better market share To constantly endeavor to improve existin...

Responsibilities: * Lead sales team, manage customer relationships & drive revenue growth. * Collaborate with R&D on product development & launch plans. * Develop techno-commercial strategies for poultry products. Health insurance Provident fund

Business Development & Acquisition Acquire new SME / Mid-Corporate clients with working capital requirements (CC/OD, Term Loans, BG/LC, WCDL, Trade Finance). Identify business opportunities through market mapping, industry references, connectors, and existing relationships. Structure working capital facilities based on business cash flows, industry cycles, and banking limits. 2. Portfolio Management Manage existing portfolio to drive revenue, cross-sell, and wallet share penetration. Conduct regular client visits, financial reviews, stock statements, receivable updates, and working capital assessment (WCA). Track portfolio health, delinquency, account conduct, and early warning signals. 3. C...

Builds business by identifying and selling prospects; maintaining relationships with clients. Maintains relationships with clients by providing support, information, and guidance; researching and recommending new opportunities;

Builds business by identifying and selling prospects; maintaining relationships with clients. Maintains relationships with clients by providing support, information, and guidance; researching and recommending new opportunities;

Assist in diagnosing and resolving issues related to IBM i software, applications, and system tools. - Work with support tickets to gather logs, system data, and steps to reproduce issues. - Provide first-level support via email, ticketing systems, or live support (under supervision). - Collaborate with senior engineers and development teams to escalate and track complex issues. - Document common issues and create/update support knowledge base articles. - Participate in internal training and shadowing sessions to build IBM i technical knowledge. Required education Bachelor's Degree Preferred education Bachelor's Degree Required technical and professional expertise Exposure to IBM i (AS/400),...

Job title: - Relationship Manager - Bancassurance. Location: Thiruvankulam, Tripunitura, Kochi, North paravur, Kalamassery, Ernakulam town, Kakkanad Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate produ...

This is a full-time role for an Area Sales Manager for BildMart. The Area Sales Manager will be responsible for reaching out to new clients and generating leads for setting up purchase finance limits for potential clients. The role involves regular interaction with MSMEs in the Infrastructure space, understanding their procurement and credit needs, and providing appropriate solutions through BildMart's platforms. You will be expected to build and maintain client relationships, develop sales strategies, and achieve sales targets. We value our employees and breed a healthy growing environment for our teams with appropriate work-life balance. Qualifications Proven sales management experience an...

About The Role Skill required: Marketing Operations - Customer Insight & Marketing Analytics Designation: Marketing Engagement Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more th...

About Us: I Cap Financial Services is a trusted name in the financial domain, offering a wide range of investment solutions including Unlisted Shares, Pre-IPO Opportunities, Equities, Mutual Funds, PMS/AIF, and other financial products. We specialize in building strong relationships with HNI clients and delivering high-value investment opportunities. Role Overview: We are seeking a dynamic and driven Wealth Manager to focus on acquiring, managing, and expanding our High Net-Worth Individual (HNI) client base. The ideal candidate should have excellent communication skills, a passion for sales, and a keen interest in financial markets. Key Responsibilities: Identify and acquire new HNI clients...

Assistant Sales Manager supports the Director of Sales in executing the hotel's sales strategy. This role is focused on actively generating new business, managing key accounts, and achieving revenue goals within assigned market segments. Responsibilities Business Development: Proactively identify and solicit new business accounts across assigned segments through cold calling, networking, site inspections, and client presentations. Account Management: Assist the Sales Manager in servicing and nurturing a portfolio of existing key accounts to ensure high client satisfaction and repeat business . Negotiation: Prepare detailed proposals, negotiate pricing, and finalize sales contracts to secure ...

Role & responsibilities Managing relationship with Axis Branch Sellers and thereby meeting target through Banks 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. S...

Function SummaryRelationship Associate plays a pivotal role in driving business growth by managing branch relationships and collaborating with Axis Bank sellers. The role involves lead conversion, ensuring process adherence, and supporting operational excellence. The incumbent will be responsible for meeting business targets and maintaining customer satisfaction. This position requires consistent coordination with stakeholders and adherence to company guidelines.Job SummaryManages branches, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the...

Function SummaryRelationship Associate plays a pivotal role in driving business growth by managing branch relationships and collaborating with Axis Bank sellers. The role involves lead conversion, ensuring process adherence, and supporting operational excellence. The incumbent will be responsible for meeting business targets and maintaining customer satisfaction. This position requires consistent coordination with stakeholders and adherence to company guidelines.Job SummaryManages branches, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the...

Responsibilities Identify, map, and pursue high-potential private projects including residential, commercial, and institutional segments Build strong, trust-based relationships with builders, architects, interior contractors, and influencers. Generate specifications and product approvals for upcoming or under-construction projects Conduct thorough project-level market research and competitor tracking Drive business development activities through field visits, referrals, and site engagement Achieve monthly sales targets and project pipeline metrics Collaborate with internal stakeholders to ensure pricing, credit, and service commitments are aligned Provide periodic MIS on territory updates, p...

Job Title: Business Development Associate (School Marketing) Location : Bangalore Qualification: Graduate Experience : 0 2 years About Us: K12 Techno Services Pvt. Ltd. is a leading education service provider in India, offering a dynamic suite of academic support, services and solutions to schools. The education sector has extensively evolved in the last decade. Hence, the academic needs of students and parents have also grown consequently. The upgraded teaching methodologies, blended with effective use of technology has been the main idea behind K12 i.e. to pave the way for a global approach towards education. K12 with its band of services, facilitate schools to leverage on its strength. Ab...

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) ...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book 6) Maintaining client relationships and generate AUM from HNI UHNI clients 7) Advising HNI/ UHNI clients on their investments and managing their overal...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Candidate Profile 1) 5 - Ye...

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenu...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Mandatory Key Skill sequity broking,branch management,pms,relationship management,wealth...