43181 Relationship Management Jobs - Page 38

Support credit risk policy implementation for Open Market Identify the process gaps and rectify the same in system. Analyze the deviation to credit policy on individual case basis. Credit review of high value or deviation cases for Open Market Monitor and publish post fulfilment approval rates for all major programs. Ensure policy implementation is accurate in system and manual underwriting. Regular co-ordination with Sales & Ops to ensure process efficiency and policy adherence. Monitor quick mortality & early delinquency rates for the channel & programs and incorporate learnings in policy / process. Measures of Success Early Delinquency as per agreed threshold Process Adherence as per MOU ...

Drive execution of location-wise banca sales execution strategy within assigned geography to drive achievement of overall organization objectives Maintain good working relationships at local level with stakeholders across SBI, SBI JVs and Associates & Multiple Partner banks by addressing concerns & providing priority service Drive execution of special segment/product/program focused campaigns in assigned geography Assess manpower requirements in assigned geography considering MOU & budgets and work with workforce effectiveness to ensure adequate staffing levels across assigned geography Responsible for hiring and performance management of NFTEs in assigned area Ensure regular NHOs/Refreshers...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality customers...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality customers...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality customers...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality customers...

We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metricsGenerate revenue through the sale of CASA, cross-sell products, and third-party offerings like insuranceSource high-value CASA customers and build comprehensive ...

As an Assistant Product Sales Manager in the Merchant Acquiring vertical, you will play a pivotal role in expanding the bank s digital payment ecosystem by sourcing and onboarding merchants for POS/EDC terminals and Bharat QR solutions This role demands a proactive sales professional who can work closely with branch teams, identify market opportunities, and deliver customized payment solutions to merchants You will be responsible for driving business growth through lead generation, client acquisition, and relationship management The role involves understanding merchant needs, negotiating pricing, ensuring compliance with KYC norms, and maintaining high service standards You will also be expe...

We are looking for a dynamic and results-driven Deputy Branch Manager to lead and support the branch s sales and service teams. The role involves driving business growth through CASA, third-party products, and asset sales, while ensuring high levels of customer engagement and retention. The ideal candidate will possess strong leadership skills, a blend of sales and service orientation, and the ability to motivate and manage front-office staff effectively. Lead a team of Relationship Managers and Senior Branch Relationship Managers Drive sales of CASA, third-party products (TPP), and asset products through the team Ensure consistent customer coverage, engagement, and retention Monitor and enh...

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 assetsEnsure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products to deepen client ...

The Acquisition Manager - RL Sales is responsible for driving the acquisition of retail loan customers through direct and indirect channels The role involves identifying potential customers, managing relationships with channel partners, ensuring compliance with documentation, and achieving sales targets for retail loan products such as home loans, LAP (Loan Against Property), and personal loans Acquire new customers for retail loan products through DSAs, connectors, and direct sourcing Generate leads through market activities, referrals, and cold calling Ensure proper documentation and adherence to KYC norms as per company guidelines Coordinate with internal teams including credit, operation...

Position:- Relationship manager ( Wealth Management ) Female candidates only who have career Gap more than 6 Month required. Core Responsibilities :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc....

Job Requirements Role/ Job Title: Associate Relationship Manager-JLG Function/ Department: JLG Job Purpose: 'The role entails deepening relationships with Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support the Relationship Manager in identifying prospective customers and converting them into real business opportunities. The role bearer is responsible for helping create Joint Liability Groups and centres and manage them through the formation, disbursal and collection phases while driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship. Roles & Responsi...

- Drive revenue generation for the business - Preparing and presenting periodic budgets/sales forecasts to management Confident negotiator and ability to close the deal. - Ensure Annual/Monthly/Weekly Sales targets are met as per the organization's goals - Following up with the prospects and closing the sales within the sales cycle. - Communicating and priming the lead through different channels - Monitoring self-performance at all times while also contributing to the team performance. - Keeping track of factors like conversion factor, Average revenue generated per lead, Average revenue per sale, etc. - Provide effective after-sales support and services to customers. - Compiling, analyzing, ...

- Drive revenue generation for the business - Preparing and presenting periodic budgets/sales forecasts to management Confident negotiator and ability to close the deal. - Ensure Annual/Monthly/Weekly Sales targets are met as per the organization's goals - Following up with the prospects and closing the sales within the sales cycle. - Communicating and priming the lead through different channels - Monitoring self-performance at all times while also contributing to the team performance. - Keeping track of factors like conversion factor, Average revenue generated per lead, Average revenue per sale, etc. - Provide effective after-sales support and services to customers. - Compiling, analyzing, ...

- Drive revenue generation for the business - Preparing and presenting periodic budgets/sales forecasts to management Confident negotiator and ability to close the deal. - Ensure Annual/Monthly/Weekly Sales targets are met as per the organization's goals - Following up with the prospects and closing the sales within the sales cycle. - Communicating and priming the lead through different channels - Monitoring self-performance at all times while also contributing to the team performance. - Keeping track of factors like conversion factor, Average revenue generated per lead, Average revenue per sale, etc. - Provide effective after-sales support and services to customers. - Compiling, analyzing, ...

The candidate will leverage their expertise in customer relationship management (CRM) systems especially the Opportunity Management Sales Cloud to analyze business requirements, design solutions, and implement CRM strategies that drive customer engagement and operational efficiency. Key responsibilities include gathering and analyzing stakeholder requirements, optimizing CRM tools for the AgriTech sector, ensuring seamless integration with other business systems. Key Responsibilities: Analyze business processes and translate them into CRM system requirements. Implement and optimize CRM solutions Salesforce Sales Cloud Opportunity Management - tailored to the AgriTech industry. Collaborate wi...

We are seeking a dedicated and customer-focused Customer Relationship Manager to join our team. The ideal candidate will have at least 6 months of experience in managing customer relationships, ensuring customer satisfaction, and driving business growth. Responsibilities: Develop and maintain strong relationships with existing clients to ensure customer retention. Act as the main point of contact for customer inquiries, issues, and feedback. Identify and resolve customer concerns or complaints in a timely manner. Analyze customer needs and offer suitable products/services. Collaborate with internal teams to improve customer service and overall experience. Monitor and report on customer satis...

About the Job The Business Analyst plays a crucial role in enhancing the efficiency of business operations, ensuring the successful progression of projects, and the seamless operationalization of business processes. The role includes facilitating clear communication and alignment between stakeholders through workshops and strong relationship management. By developing comprehensive guides and training materials, the Business Analyst supports both project implementation and end-user engagement, ultimately driving the organization's success. As a Business Analyst, You Will Identify the analysis requirement, coordinate with teams, and finalize the specific requirement. Follow up on the progress ...

Key Responsibilities Deliver outstanding customer service with empathy, clarity, and customer-centricity. Maintain consistent service experience across all touchpointsoffice visits, calls, email, and documentation. Handle customer queries, concerns, feedback, and expectations effectively. Update systems, trackers, SAP modules, and maintain accurate customer history. Manage collections and achieve collection targets for assigned projects. Ensure timely and accurate documentation for customer transactions. Coordinate with internal teams to resolve customer issues and systemic gaps. Maintain low complaint escalation and cancellation rates. Ensure 90%100% revenue assurance for assigned portfolio...

RBL Premier Banker Program Become a Relationship Manager with RBL Bank Why Choose RBL Premier Banker Program? At RBL Bank, we believe in nurturing talent and building future leaders. The RBL Premier Banker Program , in collaboration with NIIT IFBI , is designed to create a job-ready pool of Relationship Managers for Branch Banking and Retail Liabilities business. As a Relationship Manager, you will: Generate revenue by sourcing new-to-bank relationships from identified verticals Cross-sell wealth and business banking products to individuals and business owners Ensure 360 client engagement Total Client Ownership Walk in as Executive. Walk out as Relationship Manager @ RBL Bank! Program Highli...

Purpose of the role To manage and grow a portfolio of SME/MSME clients, providing financial solutions & customer relationships, and ensuring exceptional client servicing. The role also involves credit analysis, client acquisition, and cross-functional coordination to meet revenue and service targets. Key Responsibilities: - Source and onboard new-to-company SME/MSME clients, aligned with our credit and risk appetite. - Build strong relationships with clients across industries to understand financing needs. - Drive end-to-end deal closure including lead origination, structuring, negotiation, and documentation. - Ensure effective utilization of credit limits and portfolio hygiene. - Generate l...

Key Responsibilities: Identify, appoint, and develop new dealers and Sales Operations through super distributors. Strengthening relationships with existing dealers and distributors to maximize sales potential. Provide ongoing support, product training, and guidance to partners to ensure optimal performance. Monitor and analyses dealer/distributor performance, suggesting improvements where necessary. Collaborate with the marketing team to execute promotional activities tailored for dealers and distributors. Stay updated with market trends, competitor activities, and industry developments. Conduct thorough market research to identify potential business areas. Develop and execute strategic plan...

Job Overview Project Engineer are site project engineers and execute project tasks per the project plan. They plan daily work schedule for contractors, allocate and monitor ongoing work. Responsibilities and Duties Execute, Monitor and Control Projects on the given project plan Manage and Handle one project at a time Update project progress in Bion ERP Portal Raise Material Request in ERP Understand BOQ/ Drawings and other technical documents necessary for the project Understands site requirements clearly Handle client escalations constructively Provides the highest level of customer satisfaction Manage and maintain project stores Ensures safety of material Escalate material-related issues o...

Key Responsibilities: Lead Generation: Acquire leads through referrals from existing members. Perform daily referral generation calls. Selling: Generate phone sales using provided lead sources. Follow the AIDA sales script for each call. Obtain referrals during each sales call. Celebrate daily renewal sales within the team. Renewals (If applicable): Follow the renewal script for renewal calls. Obtain referrals during renewal calls. Update renewal member information on renewal sales forms. Maintain renewal statistics for each renewal call. Contact renewals as per the renewal policy. Administration: Document sales at the end of each call. Place all sales documents in the designated area for th...