879 Relationship Manager Jobs - Page 19

Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Required Candidate profile Post BDM Salary Good Salary Experience: Minimum 3 Year Insurance Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Required Candidate profile Post Sr.ADM Salary Good Salary Experience: Minimum 6years sales Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

Manage Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels Promote & motivate agents Required Candidate profile Post- ADM Exp- 3to 10 Year Sales Salary -4Lac Working with people. Entrepreneurial and commercial Drive for results. Maturity High Confidence levels, good Communication Should be well networked

Manage Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels Promote & motivate agents Required Candidate profile Post- ADM Exp- 3to 10 Year Sales Salary -4Lac Working with people. Entrepreneurial and commercial Drive for results. Maturity High Confidence levels, good Communication Should be well networked

Manage Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels Promote & motivate agents Required Candidate profile Post- ADM Exp- 3to 10 Year Sales Salary -4Lac Working with people. Entrepreneurial and commercial Drive for results. Maturity High Confidence levels, good Communication Should be well networked

Relationship Manager Financial Services Experience: Minimum 5 Years Qualification: Any Graduate / Postgraduate Key Responsibilities: Client Acquisition & Relationship Management Identify potential customers and generate leads for loan products and liability accounts. Build and maintain strong relationships with both new and existing clients. Understand customer financial needs and provide tailored solutions. Sales & Product Management Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits . Ensure customer retention by managing liabilities effectively. Achieve sales targets for both loan and liability products. Market Analysis & Reporting Stay updated with market trends and competitor offerings to optimize sales strategies. Provide insights on sales performance, customer feedback, and market opportunities. Key Requirements: Minimum 2 years of experience in the financial sector, handling multiple products. Strong sales and negotiation skills . Excellent communication and interpersonal skills . Ability to manage multiple financial products efficiently. Knowledge of banking and financial regulations .

Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Required Candidate profile Post Sr.BDM Salary Good Salary Experience: Minimum 6years sales Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

About the Role : Leap Scholar is a one-stop platform for any aspirant wishing to study abroad. It is a transaction platform for students to apply to the university of choice. The charter for this role will include : Conduct online telephonic and/or virtual counseling sessions with students interested in studying abroad Guide students on what courses to opt for based on their profile and interest Assist students on deciding on the universities/colleges and programs to opt for Assist in preparing and filing of their applications Guiding students on the visa process and visa applications Participate in educational activities such as exhibitions and events as and when required Ideal Persona would : Good communication skills Knowledge of CRM Consistent performer and has met targets in the previous organization Prior experience in study abroad or Edtech industry Have excellent communication and interpersonal skills. If you have the skills and experience required for this position and are passionate about international education, we encourage you to apply.

Looking for RM in RBB who can handle existing portfolio and new portfolio of HNI and super HNI Clients

We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 1 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!

About the Role: IGP is looking for a dynamic and driven Sales Executive to join our Corporate Gifting team. This role is ideal for professionals passionate about B2B Sales and New Business Development , with a knack for building strong client relationships and delivering tailored gifting solutions. As a part of one of Indias leading gifting platforms, you'll play a pivotal role in driving revenue growth and expanding our corporate client base. Key Responsibilities: Set and achieve sales targets by implementing effective sales strategies. Research and identify potential clients through various channels. Reach out to leads and existing customers via phone, email, and in-person meetings. Pitch and present IGPs corporate gifting solutions to prospects. Prepare customized quotes and proposals. Manage the end-to-end sales process using CRM and sales tools. Maintain and update client data in the CRM database. Ensure timely follow-ups and excellent after-sales service. Participate in daily, weekly, and monthly sales meetings and reviews. Handle customer inquiries and resolve issues to ensure client satisfaction. Qualifications & Requirements: Minimum High School Diploma / GED (Graduation preferred). 14 years of relevant experience in sales, preferably in B2B or corporate sales. Excellent communication and interpersonal skills. Strong negotiation and problem-solving abilities. Proficient in Microsoft Office, CRM systems, and sales software. Ability to work independently and manage multiple client relationships. A proactive, self-motivated approach with a strong customer-first attitude.

Dear Candidate, We have Walk-in Interview for Female. Interview Address- YES BANK B-702, Times Square Grand, Sindhubhavan Road Ahmedabad Contact Person : Urvashi Mehta Time : 02.00 pm to 06.00 pm Role - Relationship Manager Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand 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 volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Interested candidates please walk-in for interview

Designation - Branch Manager Location - Bilaspur Ctc - Upto 8 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads Conduct meeting with clients as part of client servicing and cross selling other financial product Understand the market updates for the day to provide accurate information to the client Profile customers based on their investment trends and past record available with us Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. Pitch clients for other investment products offered by the company To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business Update clients visit and all other communication with the client in the CRM software Work towards building a network and expanding the client base. Key Result Areas Call Management Ensure all calls received at the desk are handled effectively and without waiting period Reactivating dormant clients Continuously work towards reactivating dormant clients Cross Sell Third Party Products Develop avenues through networking with active and reactivated clients to sell third party products Data Management Accurately record key information of the client to build revenue generation plan.

*Advising clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

Roles & Responsibilities:- Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g. forms/checklists, welcome calling, approvals, etc.) Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintains strict vigilance on the quality of forms and documentation provided Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. Audit & Compliance: follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Others: Maintains highest levels of discipline (punctuality, attendance, grooming standards etc.) in the office Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the DBM. Manages Local Vendors /agency relationships to ensure smooth execution of transaction • Completes Branch upkeep & maintenance and control over the cost. People Management or Self-Management Responsibilities: Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities: Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Role & responsibilities Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers. To achieve overall business targets on volumes and profitability for BBG customers. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team. RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors. These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments. Monthly review to be done with various product groups and supervisors who support the RMs portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration. Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level. Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure Ensuring cross selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts. Increasing the IPH and CTG to ensure revenue maximization. Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer. Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities CAM Preparation & query resolution Customer negotiation on rates and other issues relating to charges. Daily servicing of customer w.r.t. Cheque referrals, customer queries related to Banking, Issuance of Cheque books, managing cash deposition / withdrawal issues, solvency certificates, trade & Fx transaction, etc. To make sure high level of client satisfaction. Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD’s Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement. Coordinating with trade desk and customer for smooth LC/BG issuance, and for import / export payment, BG invocation, LC payment E-Net, CMS and cross sell of other such products. Portfolio review and remedial management which includes managing exits, line reductions, recovery and restructuring of exposures. Management of stress and critical accounts. Also ensuring completion of Housekeeping pendencies including CAM renewals, deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc. Follow-up and regularization of TOD’s High value transaction reporting and tracking. Preferred candidate profile Candidate should be finance background and must have working capital knowledge and experience

Role: Relationship Manager Experience: 1-2 years of relevant experience Roles and Responsibilities: 1. Build and drive seamless relationships with existing and new NBFCs partners in the region 2. Manage key accounts : Brokers 3. Develop strategies to manage pipeline and meet sales goals 4. Focus on driving top line targets for the region independently and with team Key Requirements: 1. Minimum 1 year in Life insurance product sales 2. Good relationship management skills 3. Good Communication and negotiation skills 4. Keen on taking ownership and responsibility, flexible and self-starter

Job Title Relationship Manager- Credit Life Location LADAKH Experience 1 to 4 years Skills Value orientation,Team working abilities,Customer centricity,Passion for excellence,Innovation Job Description Assist /help SP to generate leads and log in prospective applications Driving and motivating the bank SP, logging in applications sourced, through operations department Tapping the right database of the branch and ensure authentic documentation Build relationship with the business partners and ensure self and SP targets are met effectively Adhering to PNB MetLife policies and providing need based selling support. Ensuring that customers are well informed of the product features sold through SP's/ Bank Acting as a team player and reporting the number of applications logged in for the business everyday to the reporting manager without fail Ensure high level of Persistency & Customer Service to the customers

Job Title Relationship Manager- BANCA Location Baramulla, pattan,bandipora, kunzar,sumbal,pulwama Experience 1 to 4 years Skills Value orientation,Team working abilities,Customer centricity,Passion for excellence,Innovation Job Description Assist /help SP to generate leads and log in prospective applications Driving and motivating the bank SP, logging in applications sourced, through operations department Tapping the right database of the branch and ensure authentic documentation Build relationship with the business partners and ensure self and SP targets are met effectively Adhering to PNB MetLife policies and providing need based selling support. Ensuring that customers are well informed of the product features sold through SP's/ Bank Acting as a team player and reporting the number of applications logged in for the business everyday to the reporting manager without fail Ensure high level of Persistency & Customer Service to the customers

Duties & Responsibilities: As a Relationship Manager, you'll be at the forefront of our client engagement efforts. Your core responsibilities will include: Lead Generation: Proactively identifying and cultivating new business opportunities to expand our client base. Product Selling: Effectively presenting and selling a range of financial products tailored to client needs. Client Retention: Building lasting relationships with clients, ensuring their satisfaction and loyalty through exceptional service. Cross-Selling: Identifying opportunities to offer additional relevant products and services to existing clients. Skills Required: To excel in this role, you should possess: Enthusiasm for your sector and a genuine interest in the financial products you'll be selling. Excellent communication skills, both verbal and written, to articulate complex financial information clearly and persuasively. Flexibility and adaptability to navigate a dynamic market and evolving client needs. A confident and persuasive demeanor, capable of influencing decisions and building trust.

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.

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.