879 Relationship Manager Jobs - Page 11

Roles and Responsibilities: Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Manage the customer transition with utmost sensitivity. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Experience - Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience of field sales & client interaction. Great communication with knowledge of local language.

Role & responsibilities Acquisition of New to Bank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS Machines, Salary Accounts for employees, Insurance and various other Wealth Management Products . Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the productivity Preferred candidate profile Perks and benefits

Positions : Relationship Manager & Key Account Manager Location : Kochi(multiple branches), Palakkad, Thrissur(multiple branches) Job Role : To acquire new clients through leads and family accounts grouping To grow the liability base (CASA,FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Eligibility Criteria : Educational Qualification: Graduation and above Experience: 4+ years experience into Banking sales, preferably into portfolio management Age: Up to 35 Years Good interpersonal skills with a command on English/Hindi/Local language Immediate Joiners are preferred Interested candidates can, Mail on hormis.shibu@indusind.com or Contact: 8848962354

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 8422827224 or share CV on rahul.jani@tradebulls.in

1.The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers 2.The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans to clients

Job description Role & responsibilities Acquire new Housing Loans (HL) Secured home loans customers from open market / cross sell to existing customers. Lead Generation - Identify quality leads from existing customer base /open market by conducting various events and activities. Assessment of leads - Evaluate the leads generated by analyzing credit histories & property evaluation by adhering to internal and external regulations Monitor installment payments and collections of customers Deepen relationship with the existing customers by cross-selling Ujjivans products as per the profile & need of the customers Preferred candidate profile Minimum 1 Year or above experience required in Home Loan product sales. (Home Loan, HL, LAP, Housing Finance, Home Finance, Cross Sales ) Interested Can Share you updated resume on shashank.gaikwad@ujjivan.com or shubhangi.bhawale970@ujjivan.com

Role & responsibilities To source new Govt business and provide customized product/sales support. Responsible to interact & liaison with Finance Heads/ Key Decision Makers in various Institutions like Govt. Organizations, Trusts, Societies, Educational bodies, Hospitals, Associations, Clubs, Co-op Banks, Religious/ Charitable Organisations, NGOs, etc. to source business & offer customized financial solutions for their needs. Growth of regional CASA portfolio of clients by cross-selling products & services like Loans, CMS, Fees Collection, Mobile/ Digital solutions, Payment Gateway, EDC, FCRA Services etc.

Job Opening: Wealth Relationship Manager Ahmedabad Are you passionate about wealth management and client relationship building? Were looking for a highly driven and experienced Wealth Relationship Manager to join a reputed financial institution in Ahmedabad . Location: Ahmedabad- Prahladnagar , Relief Road , Shantigram Township , Mani Nagar and Ghandhidham , Bhavnagar Position: Wealth Relationship Manager Experience: Relevant experience in Wealth/Private Banking/Investment Advisory preferred Key Responsibilities: Manage and enhance relationships with HNI and UHNI clients. Provide customized wealth management solutions tailored to client needs. Cross-sell investment products including mutual funds, PMS, bonds, insurance, etc. Ensure compliance with regulatory and internal guidelines. Achieve revenue and product penetration targets. Interested? Reach out to us! WhatsApp: 9625167282 Email: mukesh.dhawan@v-konnect.com

Any BFSI or Insurance Sales/Life Insurance / health insurance experience candidate can apply. Min 1 year of experience candidate can apply. Urgent hiring for banca channel. interested candidate should directly share their cv on 7499211307.

Job Openings in a Pvt. Bank Locations: Amritsar, Ludhiana, Jalandhar, Patiala, Zirakpur, Derabassi, Dhakoli, Chandigarh,(Multiple locations in Punjab Haryana& Chandigarh Tricity) Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts If interested, please share your CV at: Email: anam.ansari@v-konnect.com WhatsApp: 7042015679

About Wholesale Banking Coverage Group (WBCG)The Wholesale Banking Coverage Group (WBCG) focusses on doing business with customers such as the Government, Strategic, large and mid-corporates and the SMEs across industries like Infrastructure, Engineering, Chemicals, Oil amp; Gas, Metals, textiles etc. The Corporate lending business emphasizes on doing business with higher rated corporates with a focus on garnering a higher share of the cash flows by providing working capital facilities About the Role: The Relationship Manager is responsible for the achievement of the budgeted targets by sourcing NTB business through channels/self-sourcing and customer relationship management. The Job holder also coordinates post sanction formalities such as, disbursement, cross-sell, compliance of statutory and internal audit issues and provides industry/segment specific feedback to Geography and Central Office team Key Responsibilities: Generate leads by identifying potential industrial areas/trading units and prepare strategies to increase the Banks penetration in those areas Manage the internal (Branches/ other business verticals) and external (empanelled outsourced agencies) lead generating channels to generate the expected business Enable the sanctioning process by ensuring conduct and scrutiny of pre-disbursement activities Liaison with Corporate Banking Operations team and Centralized Processing Unit to enable smooth completion of post sanction formalities, account opening and disbursement Meet customer service requirements through regular interactions with the customers to understand business condition, enhancement opportunity, etc. Monitor transactions in the customer accounts to ensure that the cash flow movement and end use of fund are in compliance with the sanction stipulations Assist the Credit Manager in unit inspections and ensure timely insurance renewal, DP updated, stock renewal statement scrutiny and gathering of relevant market information Ensure maintenance of quality and health of portfolio and minimize Days Past Due through regular interactions with the customer Initiate recovery of stressed accounts through tele-calling/ field visits Ensure compliance to the stipulated guidelines/ norms and ensure closure to the audit processes Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

About Wholesale Banking Coverage Group (WBCG)The Wholesale Banking Coverage Group (WBCG) focusses on doing business with customers such as the Government, Strategic, large and mid-corporates and the SMEs across industries like Infrastructure, Engineering, Chemicals, Oil amp; Gas, Metals, textiles etc. The Corporate lending business emphasizes on doing business with higher rated corporates with a focus on garnering a higher share of the cash flows by providing working capital facilities About the Role: The Relationship Manager is responsible for the achievement of the budgeted targets by sourcing NTB business through channels/self-sourcing and customer relationship management. The Job holder also coordinates post sanction formalities such as, disbursement, cross-sell, compliance of statutory and internal audit issues and provides industry/segment specific feedback to Geography and Central Office team Key Responsibilities: Generate leads by identifying potential industrial areas/trading units and prepare strategies to increase the Banks penetration in those areas Manage the internal (Branches/ other business verticals) and external (empanelled outsourced agencies) lead generating channels to generate the expected business Enable the sanctioning process by ensuring conduct and scrutiny of pre-disbursement activities Liaison with Corporate Banking Operations team and Centralized Processing Unit to enable smooth completion of post sanction formalities, account opening and disbursement Meet customer service requirements through regular interactions with the customers to understand business condition, enhancement opportunity, etc. Monitor transactions in the customer accounts to ensure that the cash flow movement and end use of fund are in compliance with the sanction stipulations Assist the Credit Manager in unit inspections and ensure timely insurance renewal, DP updated, stock renewal statement scrutiny and gathering of relevant market information Ensure maintenance of quality and health of portfolio and minimize Days Past Due through regular interactions with the customer Initiate recovery of stressed accounts through tele-calling/ field visits Ensure compliance to the stipulated guidelines/ norms and ensure closure to the audit processes Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

We Have an multiple openings for South region . Pl find the Job description mentioned below - Position : Equity Dealer | Relationship Manager | Sales Manager Location : Chennai | Coimbatore | Hyderabad MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS) 1.Execute the orders on behalf of clients by doing Pre trade post trade confirmation. 2.Responsible to achieve brokerage revenue of CTC. 3.Opening new D'mat and trading accounts of clients through self sources and through the company's leads. 4. Client Reactivation. 5. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 6.Responsible for achieving maximum sales target assigned thus ensuring profitability of Initial Public Offering (IPO) & Mutual Fund business and deals in all the cross sales at SMC. 7. Candidate should be Graduate + Certified NISM 8 Equity Derivatives module. Job Requirements: 1. Candidate should be Graduate & Certified NISM 8 (Equity Derivatives) 2. Min Experience required at least 1yrs in broking /share market. Sales Manager : Role & responsibilities 1. Evaluating and assisting in achieving the Teams Targets. 2. Accomplishment of revenue targets of Relationship Manager, 3. Accomplishment of Account opening targets & Cross Selling target of Relationship Manager, 4. Accomplishment of AUM (Asset Under Management) of Team 5. Keeping the Clients satisfied and updated about their Trading related details and queries - for himself/herself & team 7. Success Ration of his/her team. 8. Number of Complaints received against his Team. 9. Ensure Daily Sales Reports in CRM software. 10. MIS and data updating and protection. 11. Team build up & Development Job Requirements: 1. Candidate to come along with his/her team at least 3people 2. Candidate should be Graduate & Certified NISM 8 (Equity Derivatives) 3. Min Experience required at least 3yrs in broking /share market. Interested Candidate can share their CV at payelbarat@smcindiaonline.com or can WhatsApp at 9711920057

To plan, implement and achieve the business targets and profitability of the branch. •Assess local market conditions and identify current and prospective sales opportunities. •Adhere to existing processes and locate areas of improvement

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 8422827224 or share CV on rahul.jani@tradebulls.in

This is a Work from Home Opportunity Interested can contact me Monday to Saturday @ +919999132343 Key Responsibilities: Should have atleast 6 months or 1 year exp into cold calling Develop and implement effective business development strategies to acquire new clients and expand existing accounts. Conduct market research to identify potential clients and target industries. Initiate demos by prospecting, cold calling & client meetings. Build and maintain strong relationships with clients, understanding their specific requirements and offering tailored solutions. Prepare and deliver compelling presentations, proposals, and pitches to potential clients. Negotiate terms and conditions, pricing, and service agreements with clients. Maintain accurate records of sales activities, client interactions, and pipeline information. Achieve and exceed monthly, quarterly, and annual sales targets and key performance indicators (KPIs). Qualifications and Skills: Bachelor's degree in Business Administration, Marketing, or a related field (preferred). Experience in business development, sales, or client relationship management roles, preferably within the recruitment or staffing industry. Excellent communication and interpersonal skills, with the ability to build rapport and maintain strong client relationships. Strong negotiation and persuasive skills, with the ability to articulate the value proposition effectively. Strong organizational and time management skills, with the ability to prioritize and multitask. Motivated self-starter with a driven and resilient mindset. Having a Laptop is mandatory.

This is a WFH opportunity. Interested can contact me Monday to Saturday @ +919999132343 Key Responsibilities: Develop and implement effective business development strategies to acquire new clients and expand existing accounts. Conduct market research to identify potential clients and target industries. Initiate demos by prospecting, cold calling & client meetings. Build and maintain strong relationships with clients, understanding their specific requirements and offering tailored solutions. Prepare and deliver compelling presentations, proposals, and pitches to potential clients. Negotiate terms and conditions, pricing, and service agreements with clients. Maintain accurate records of sales activities, client interactions, and pipeline information. Achieve and exceed monthly, quarterly, and annual sales targets and key performance indicators (KPIs). Qualifications and Skills: Bachelor's degree in Business Administration, Marketing, or a related field (preferred). Experience in business development, sales, or client relationship management roles, preferably within the recruitment or staffing industry. Excellent communication and interpersonal skills, with the ability to build rapport and maintain strong client relationships. Strong negotiation and persuasive skills, with the ability to articulate the value proposition effectively. Strong organizational and time management skills, with the ability to prioritize and multitask. Motivated self-starter with a driven and resilient mindset. Having a Laptop is mandatory. Interested can contact me Monday to Saturday @ +919999132343

This is a WFH opportunity. Interested can contact me Monday to Saturday @ +919999132343 Key Responsibilities: Develop and implement effective business development strategies to acquire new clients and expand existing accounts. Conduct market research to identify potential clients and target industries. Initiate and manage the sales process, including lead generation, prospecting, cold calling, and client meetings. Build and maintain strong relationships with clients, understanding their specific hiring requirements and offering tailored recruitment solutions. Prepare and deliver compelling presentations, proposals, and pitches to potential clients. Negotiate terms and conditions, pricing, and service agreements with clients. Maintain accurate records of sales activities, client interactions, and pipeline information. Achieve and exceed monthly, quarterly, and annual sales targets and key performance indicators (KPIs). Qualifications and Skills: Bachelor's degree in Business Administration, Marketing, or a related field (preferred). Should have experience into cold calling. Experience in business development, sales, or client relationship management roles, preferably within the recruitment or staffing industry. Excellent communication and interpersonal skills, with the ability to build rapport and maintain strong client relationships. Strong negotiation and persuasive skills, with the ability to articulate the value proposition effectively. Strong organizational and time management skills, with the ability to prioritize and multitask. Motivated self-starter with a driven and resilient mindset.

Responsible for building relationships with Retail MFDs, Wealth Management counters, and National Distributors offering advisory on AMC Products that drive business into the funds

Job Name PA (Business Unit) : Relationship Manager Retail Agri Job Title : (Job Name) Relationship Manager Business Unit (PA) : Retail Agri Team : (Sub team in the PA) : Agri Sales Team Job Purpose Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of Agri sector. Job Responsibilities (JR) : 6 8 Areas Actionable (4-6) • Sourcing and Business Generation • Business scoping of geographical market for farming and rural community • Sourcing proposals from individual farmers / Co- operative societies / Rural Mandis & Markets / Kissan Clubs / Farmer Producer Organizations etc. • Conducting marketing activities for generating new business • Work on productivity benchmarks • Market Update and Change in Product • To keep an update with respect to market / Processes requirement, competition and customer banking behavior. • To understand the changing dynamics in the market and propose amendments in various product offerings. • To keep abreast of changes in State Government laws and policies. • Relationship Building and Maintenance • To liaison with new and existing customers for relationships. • To be in touch with agro centers /rural mandis / Rural markets / Kisan clubs for maintaining and deepening existing relationships. • Addressing complaints received from customers within stipulated TAT. • Delinquency / Rotation & Recovery / Housekeeping • To work towards minimal delinquency in portfolio. • Follow-up with customers for recovery. To monitor rotation of accounts • To avoid dropping of limit in customers account, ensure submission of documents like LAD, CAM, etc. • To support legal and remedial team for legal actions • To work towards keeping Housekeeping parameters under control. • Farmer Education and Capacity • To conduct village level farmer meetings and Building educate farmers on various products offered by bank • To make farmers aware of various aspects of banking and keep them informed about tools and technology for improving farm production. • To educate farmers about debt waivers, crop insurance & government subsidies. • Increased penetration and cross sell • Cross sell of other assets and liability products • Promotion of digital platforms like NetBanking, Mobile Banking, PayZapp, Insta Alert, Smart Buy, Chillr, etc. • Training and Development of SO/HBL • To utilize the sales resources (HBL/SO) for optimal sales support. • To groom supporting staff and enhancing their skills by imparting regular trainings for better customer relationship dealing. • To monitor performance and counseling them for delivery • Relationship with Retail Branches and • Liaise with Credit to ensure timely decisioning of Other Stake holders proposals & closure of Housekeeping items. • To coordinate with Remedial team for NPA cases and work towards recovery of the same • To coordinate with the local Operations team for disbursement • Liaise with RBB team for activation of branches for KGC business & for providing best services to customers • To liaise with Business Correspondents (BCs) for new & existing customer relationships • Others Any other task assigned by seniors from time to time. Educational Qualifications Key Skills • Graduation (preferably Agri Business) • Post-Graduation MBA (preferably Agri Business) • Sales and Influencing Skills • Banking Product & Process Knowledge • Planning and Organizing Skills • Communication • Knowledge of Competition & Current trends in financial Industry . Experience Required • Minimum experience of 1-3 years in a similar role or Sales experience in Seed companies, Fertilizer companies, Agri Product companies, Banks, etc. • Preferred from Banking / Financial Services. Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) • Customers • Credit • Branch Banking • Operations • Farmers • Agro Centres/ Rural mandis / Rural Markets / Kisan Clubs • Business Correspondent • Senior Leaders from Product/Sales • Audit • HR

Greeting from Leader Board HR Solutions ! We have an urgent requirements for Account Manager/Assistant Sales Manager for Leading Telecom Company(B2B) Qualification - Graduation Mandatory Experience - 1 to 5yr in to B2b sales(Corporate/B2B sales Exp is mandatory) Salary- Upto 6LPA +Incentive + Mediclaim +other benefits (Term insurance+ Accidental Ins) PUA (Phone Usage Allowance) 4000 (Per Month) Handset Reimbursement 15000 (Claimed once every 2 years) Travel Allowance 4000 (Per month) Daily Food Allowance 2500 (Per month) Job Location- Hyderabad/Bangalore/Chennai Age - Upto 33yr Notice period- Max 30days 2 Wheeler & DL is compulsory & candidate should have all previous company doc* Job Description Key Account Manager Purpose of the Job The responsibility of the role holder is to ensure sales and service in his territory to deliver Data (Internet Bandwidth, Lease line, MPLS, Cloud etc.), Voice (Postpaid), Broadband and Fixed Line Business in the assigned territory. Front-end the relationship with customer from Airtel side and become the single point of contact for customer for all three lines of business. Key Deliverables Candidate should have good communication skills and experience in corporate sales Deliver Data, Voice and Fixed Line installation as per assigned targets New account break-in (hunting) for Data, Voice and Fixed Line. Cross-sell multi-product lines in existing and new customer Build & maintain healthy funnel for all three Lines of Business with earmarked levels of maturity Be aware of competition plans & collect insights for market intelligence Monitor competitions customer offerings and planning sales interventions for different class of clients. Role details: Build and maintain strong, long lasting client relationships Negotiate and close orders/contracts to maximize revenue Develop new business through upsell and cross-sell with existing clients Ensure timely and successful delivery of our solutions as per client needs Interested candidates can share cv on Leaderboardhr1@gmail.com or can call on 9066068376.(Can share cv on what's up) Regards, Bhavesh kr HR-Manager Leader Board HR Solutions

Hurry! Job Openings in Leading Bank Cochin We are hiring for the following positions in Cochin with a reputed bank: Desired candidate: Only from Banking sector, with similar experience. Open Positions:1. Branch Head CTC: Up to 14 Lacs (Up to 17 Lacs for female candidates) Responsibilities: Lead a result-oriented team and manage overall branch profitability Drive high-quality customer service and relationship management Ensure achievement of branch targets through business development and cross-sell initiatives Open Positions: RM Wealth CTC: Up to 13 Lacs Responsibilities: Manage and grow a portfolio of high-net-worth clients Offer wealth management solutions and drive investment product sales Email your CV to: nagasree.kuchipudi@upgrad.com WhatsApp your CV to: 82976 59936 For more info, call : 82976 59936 Thanks & Regards, Nagasree K Recruitment Specialist BFSI

Post: Agency Manager/ Sales Manager CTC: 2.00 - 5.00 Lacs + Incentives Profile: Team Handling & Individual Sales Exp: Min. 1.5 year exp. in any Sales like (Sales/BD, Banking, Financial Sector, Insurance or any other industry) Qualifin: Min. Graduate Required Candidate profile - Minimum Graduate with Min.1.5 Years Sales Experience. - Candidate Age (Preferably b/w 23 - 40 Years) - Good Communication, Interpersonal and Leadership skills. - Must have knowledge of local Market.

Post: Agency Manager/ Sales Manager CTC: 2.00 - 5.00 Lacs + Incentives Profile: Team Handling & Individual Sales Exp: Min. 1.5 year exp. in any Sales like (Sales/BD, Banking, Financial Sector, Insurance or any other industry) Qualifin: Min. Graduate Required Candidate profile - Minimum Graduate with Min.1.5 Years Sales Experience. - Candidate Age (Preferably b/w 23 - 40 Years) - Good Communication, Interpersonal and Leadership skills. - Must have knowledge of local Market.