2671 Relationship Manager Jobs - Page 32

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Leads will be generated from the assigned bank Cross selling of various financial products to the Bank customers. Customer business development . Relationship Management . Will be in payrolls of the Insurance company . Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companies product range, gain customer agreement to purchase, accurately complete sales documentation Candidates with experience in Life/Health/GI Insurance preferred Customers acquisition through resource utilization of banks database, foot falls, generated prospects. Responsible for sales completion by facilita...

Roles & Responsibilities: Responsible for acquiring new customers for business banking with a detailed understanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinquency management, relationship management, and an analytical mindset. Locations- Ghaziabad, Delhi , Noida

Openings for RM / SRM / ERM - Direct Marketing Channel - LIFE INSURANCE COMPANY Direct sales of various life insurance policies from open market and company leads. Develop new business from existing customers CTC : 3 - 6 Lakhs Required Candidate profile Candidates from Life insurance Sales /BFSI Sales / financial services sales only preferred. CTC negotiable based on current CTC Send your CV to bookmark.hr@gmail.com or Whatsapp CV to 9746475326

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

Job Description We are looking for a Relationship Manager Retail Agri to join our team who will be responsible for handling the overall relationship with agricultural customers. This includes acquiring new clients, managing existing accounts, helping customers with loan and deposit products, and ensuring superior service delivery. The role requires regular field visits to understand customer needs, promote banking products, and make sure loans are being properly utilized. The Relationship Manager will also work on building partnerships with local stakeholders such as dealers, farmer groups, and rural organizations to expand the banks reach. Key Responsibilities Acquire and manage Retail Agri...

Role & responsibilities Business Development - * 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 m...

Role & responsibilities Business Development - * 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 m...

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 9913274989 or share CV on shweta.rajput@tradebulls.in

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

Managing the High Net Worth customers of the Bank - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Profiling Customers and provide financial products to meet custome. Required Candidate profile 1-Total Experience - Minimum 4+yr 2-Current grade should be Manager 3-Banking background. 4-Good Communication. 5-Local candidate 6- Proper knowledge about the role. 7-Good Stability

Managing the relationship Bank Clients . Sale Life Insurance Products Relationship with Bank Customer , Lead generation and meet value number targets. Effectively execute all Marketing activities. Required Candidate profile Banca Insurance CTC Max 4.5 Lack Call 9414133911

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate prod...

Payroll: Bank Manage & grow HNI relationships virtually Offer tailored wealth solutions (Investments, Loans, Insurance) Acquire clients via referrals & outbound calls Meet sales & revenue targets Ensure top-notch service & compliance Age Limit-28 Required Candidate profile Minimum 2+ years in Retail Banking / Wealth Management Preferred Backgrounds VRM-Virtual Relationship Manager Retail Liabilities / Assets Sales NBFCs with Wealth/Retail focus Call 9082104424 Sanika

Role Overview: As a part of the Branch Banking team, you will have various roles including Teller, Service Officer, Relationship Manager, Assistant Manager Sales, Sales Officer, and Senior Officer. Your responsibilities will include handling customer transactions efficiently as a Teller, providing excellent customer service as a Service Officer, building and maintaining relationships with customers as a Relationship Manager, managing sales activities and achieving targets as an Assistant Manager Sales, promoting banking products and services to customers as a Sales Officer, and handling complex customer queries and issues as a Senior Officer. Key Responsibilities: - Handling customer transac...

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.

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.

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.