878 Relationship Manager Jobs - Page 5

Key Responsibilities: Sales & Business Development Lead Generation & Management Acquire new Business customers for Sellute membership programs (individuals as skilled & corporates as professionals). Identify, approach, and convert prospective clients for sellute program. Pitch solutions to business decision-makers in organizations. Organize and conduct client meetings, demos, presentations, and webinars. Handle inbound inquiries and convert leads into successful sales. Attend events, trade fairs to generate leads. Maintain and update CRM with accurate data on leads and sales status. Revenue & Target Achievement Meet or exceed monthly sales targets. Develop strategies to increase members to associate with sellute. Customer Relationship Management Build long-term relationships with clients and channel partners through consistent engagement. Ensure high levels of customer satisfaction post-sale and coordinate with operations for delivery. Reporting & Strategy Share weekly and monthly sales performance reports. Provide market research feedback and suggest improvements to enhance the product offering. Preferred candidate profile Graduate/Postgraduate in Sales and Marketing. Minimum 3 - 6 years of proven sales experience. Strong communication and negotiation skills. Fluency in English, Hindi, and Telugu is preferred. Passion for travel and selling. Existing corporate experience dealing with individual retail clients is a plus. sales skills and customer-oriented approach. Ability to communicate effectively. Past experience of working with Indiamart, Justdial or google reviews is a plus. Degree in BBA or MBA or any degree. Role: Sales Support & Operations - Other

Job Title: Voice Sales Executive BlinkX Demat Process Company: JM Financial Services Location: Andheri East, Mumbai Openings: 100 positions Job Summary: We are hiring enthusiastic and results-driven Voice Sales Executives for the BlinkX Demat Process. This is an excellent opportunity for individuals with telesales experience, looking to build a career in the financial services sector. Key Responsibilities: Conduct outbound calls to prospective clients for opening Demat accounts. Explain BlinkX product offerings and stock market services clearly and effectively. Achieve daily/weekly/monthly sales targets. Maintain customer follow-ups and update records in the CRM. Handle customer queries and provide timely support. Ensure compliance with all company policies and regulatory guidelines. Required Skills & Qualifications: Minimum 6 months of outbound telesales experience (BPO/Banking/Insurance preferred). Fluency in English and Hindi is a must. Minimum qualification: HSC/Graduate . Age group: 20 to 30 years . Good communication and convincing skills. Basic understanding of the stock market preferred. Must be an immediate joiner . Job Details: Shift Timing: 9:00 AM – 7:00 PM Work Days: 6 days a week ( Saturday & Sunday compulsory ) Salary: 17,000 – 25,000 (Net) + Incentives up to 70,000 Training: 3 Days (Paid) How to Apply: Call or WhatsApp your updated CV to: Contact on :- HR Dhanashri – 7796426785

responsible for acquiring new business banking clients, managing their portfolios, and ensuring the growth Call / Whatsapp : +918297071110 / Prathyushan@livecjobs.com *JOBs IN: Vijayawada/Hyderabad/Chennai/Bengaluru/Odisha/Chattisgarh* Required Candidate profile Client Acquisition Relationship Mgmt Portfolio Cross-selling Sales Targets Managing the portfolio effectively & renewals, enhancement, retention,ensuring portfolio hygiene with minimal open deferral

Branch Relationship Manager Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 3 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate (10+2+3). DBS India - Culture & Behaviours Drive Performance Through Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation Enhance Knowledge Base, Build Skill Sets & Develop Competencies Invest in Team Building & Motivation through Ideation & Innovation Execute at Speed While Maintaining Error Free Operations Develop a Passion for Performance to Grow Talent Pool Maintain the Highest Standards of Honesty and Integrity Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Dear Candidate, We are hiring for the position of Relationship Officer in a reputed Life Insurance company under the Direct Channel . Position: Relationship Officer Location: Delhi (Jhandewalan, Dwarka, NFC, Rohini), Faridabad, Gurgaon Experience: Minimum 1 year in BFSI or Insurance sector with stable work history CTC: 3.5 4 LPA Key Requirements: Experience in sales/relationship roles within BFSI or Insurance Strong communication and customer engagement skills Local candidates preferred To Apply: Please share your resume at tejasvisharma.rasorg@gmail.com Or contact: +91-9773696737 Feel free to refer suitable candidates from your network. Warm regards, Tejasvi Sharma Job & Placement Consultant 9773696737 tejasvisharma.rasorg@gmail.com

Location: Pune. Role & responsibilities 1. Develop and drive sales initiatives to achieve set goals by mentoring and motivating the sales team 2. Developing, Enhancing, implementing of comprehensive Sales strategies & other promotional activities for various projects to create new markets, achieve targeted sales. 3. Aggressively driving Sales Planning, Forecasting and Sales & Customer Service Management 4. Devising new and innovative selling and promotional techniques / schemes 5. Competitor Trend Monitoring and Competitor Benchmarking in order to effectively balance competing priorities to full fill all customer expectations i.e., keeping abreast with competitor residential property offerings, pricing, location, quality, etc. 6. Educating the client with the market trends, keeping them aware with the rental returns and the price appreciation they may get after investing in our properties. 7. To scan the market, identify opportunities for business growth, prepare and implement growth plans 8. Delivering targeted top line as per the projects business plan by meeting sales targets. 9. Delivering positive customer experience to a distinguished client base 10. Implement a mechanism for evaluation & categorization of channel partners 11. Analyse and evaluate the effectiveness of sales enquiries, methods and results. 12. Oversee the development and management of internal sales operations & processes. 13. Regular analysis of sales trends & coming up with sales techniques that target the right market with the right tools. 14. Proposing & implementing sales promotion activities for the project. 15. Participating in negotiations and bringing deals to a closure KINDLY ATTACH CV IF INTERESTED IN ABOVE INFORMATION.

Generate new business opportunities Conduct cold calls, follow up on leads, and schedule meetings with clients Present and promote products(Debentures/Equity) to prospective clients Submit reports to management. 2 Wheeler mandatory

Key Responsibilities: Build and maintain strong relationships with partner bank branches and staff. Drive life insurance sales through assigned bank branches. Ensure leads from the bank are converted into sales.

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service

Responsibilities: * Manage client relationships through regular communication and service delivery * Collaborate with sales team on new business opportunities * Maintain strong relationships with existing clients

Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolios on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lines. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding the organization's information, research and material. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management with minimum 1 year experience. 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements + Domestic & International Trips + Rewards & Recognition + Fast track appraisal (Two appraisals in a year) Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com also WhatsApp on 9092930867

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 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, SIP etc) Skills:- 1. Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV at apex.tithee@gmail.com if you are interested in the mentioned Job Role, you can call also on 7991538421

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.

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Senior Relationship Officer-Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships. Responsible for New Business Development activities, dealing with large...

Must have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base and team members, Presentable. Required Candidate profile Must have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base , team members, 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 BDM Salary Good Salary Experience: Minimum 3 years sales Desired background:- Candidate should possess the following attributes: Entrepreneurial High Confidence levels, good Communication.

Primary Responsibility is to recruit agents as per plan Activate agents on a monthly basis as per given plan Ensure Active Advisor productivity is maintained as per the plan Understand, Monitor & Develop the Agents Required Candidate profile Agency Development Manager. Job details: Company: Top Life Insurance Comp Experience Required: 3 years to 12 Yrs Salary Up to 4Lac

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.

JOB DESCRIPTION -AXIS BANK-(Bengaluru) A Burgundy Relationship Manager (RM) at Axis Bank in Bengaluru, Karnataka, is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. Key Responsibilities: Client Relationship Management: Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. Sales and Revenue Generation: Achieving sales targets through the acquisition of new clients, cross-selling bank products and services, and deepening existing client relationships. Wealth Management : Offering advice and solutions related to investments, including equities, fixed income, and alternative products, as well as other banking products. Client Acquisition: Identifying and acquiring new high-net-worth clients through referrals and other lead generation activities