8157 Relationship Manager Jobs - Page 2

Varthana is hiring for the post of "Relationship Manager" in Ahmednagar location! If you're passionate about sales, and are looking to transform your career in 2025, then continue reading - this vacancy is for you. WHY CHOOSE VARTHANA? Varthana is the largest education finance company in India headquartered in Bengaluru. Started in 2013, the organization now has its presence in 15 states, 34 branches, and 150 spokes across India, with the goal of transforming affordable education in India. It caters to the needs of affordable private school owners by providing financial assistance and academic support through its school loan business and is strongly committed to serving the domestic students attending college, technical training and short-term courses, or postgraduate studies by providing them with necessary loans to pursue their dream course through the Student loan business. JOB ROLE: Varthana is looking for a Relationship Manager to be a part of a dynamic, motivated, and highly productive sales team. The candidate would be required to identify schools and other educational institutions for taking loans and achieving business targets and handling the relationship with the client schools. Additional areas of responsibilities would include verification of KYC documents and customer profile, preparation of loan proposal documents, understanding and presenting basic credit profile and analysis of the customer, supporting post-approval documentation and processing, collection of overdue, understanding and processing of reports, and providing market intelligence information. KEY DETAILS: * This is an individual contributor profile - On roll basis. * Products are School loan (Secured) & Cross sale Educational Products (Unsecured). * Relevant experience of 1-3 years in the Mortgage sector/LAP/Publications background/School funding would be preferred. * Sourcing would be from open market + connector channel. * Salary offered is the best in the market. * Benefits include, travel allowance + Incentives + ESI + PF + Insurance (for self, family), and more! HOW TO APPLY? If you or someone you know would be a great fit for the role, then apply by sharing the CV to piyush.a@varthana.com. Join Varthana and help build the education of tomorrow!

Key Responsibilities: Design and implement effective marketing strategies to appoint new POS on a monthly basis. Contact existing partners and build strong relationships through networking, cold calling, and referrals. Ensure the completion of all required documentation for POS onboarding. Ensure all POS undergo necessary training and pass relevant exams. Provide ongoing support to POS by answering queries and assisting with the company's portal and products. Train POS on how to effectively use the company portal and available insurance products. Achieve activation of at least one business within the first month of POS joining. Provide support to underwriting and claims teams, if required. Meet monthly sales targets set by the company. Continuously replenish job-specific knowledge and apply it in the field. Adhere to company-established policy obligations and ensure compliance with company standards.

We are seeking a skilled and experienced Relationship Associate to join our team at Bajaj Allianz. The ideal candidate will have a strong background in the life insurance sector and a solid understanding of financial products. This role is crucial for managing client relationships and contributing to business growth. Roles & Responsibilities Develop and maintain strong relationships with clients. Provide expert advice on a range of financial products. Work to achieve business objectives and sales targets. Required Candidate Profile Experience: Minimum of 2-3 years of experience in Life Insurance . Knowledge: Must have strong financial products knowledge . Skills: Good communication skills are a must. Salary: The salary is negotiable and will depend on your last drawn compensation.

Market Assessment and Business Development Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions. Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth. Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders. Revenue Generation Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives. Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager. Portfolio Management and Deal Structuring Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients’ financial requirement. Conducts research and collates necessary data for preparing credit proposals in line with customer requirements. Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner. Credit Appraisal Credit Assessment and CAM preparation through detailed analysis Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

Market Assessment and Business Development Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions. Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth. Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders. Revenue Generation Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives. Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager. Portfolio Management and Deal Structuring Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients’ financial requirement. Conducts research and collates necessary data for preparing credit proposals in line with customer requirements. Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner. Credit Appraisal Credit Assessment and CAM preparation through detailed analysis Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

Market Assessment and Business Development Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions. Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth. Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders. Revenue Generation Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives. Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager. Portfolio Management and Deal Structuring Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients’ financial requirement. Conducts research and collates necessary data for preparing credit proposals in line with customer requirements. Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner. Credit Appraisal Credit Assessment and CAM preparation through detailed analysis Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.

A Sales & Marketing Executive - Loan Sales is responsible for promoting and selling loan products to potential clients, working closely with individuals, businesses, or financial institutions to match their financial needs with appropriate loan offerings. generating new leads, maintaining relationships with existing clients, and ensuring customer satisfaction throughout the loan process. Key Responsibilities: Lead Generation and Prospecting: Identify and generate leads through various channels, including networking, referrals, and marketing efforts. Develop a robust pipeline of prospective clients. Qualify prospects based on financial needs and loan eligibility. Sales and Marketing: Present and promote loan products to potential clients. Provide clear information on the different loan types, terms, rates, and repayment schedules. Customize loan offerings to suit the client’s specific financial requirements. Handle client inquiries, ensuring clear communication of loan details and benefits. Loan Application Process: Assist clients in completing loan applications and submitting necessary documentation. Guide clients through the approval process, ensuring that all criteria are met. Conduct preliminary assessments to ensure that applicants meet the lending criteria. Coordinate with underwriters and credit departments to facilitate loan processing. Client Relationship Management: Maintain relationships with existing clients to encourage repeat business and referrals. Provide ongoing support and advice to clients on loan products and services. Address any concerns or issues raised by clients throughout the loan lifecycle. Compliance and Documentation: Ensure compliance with all legal, regulatory, and company-specific loan policies. Maintain accurate records of all loan applications, communications, and transactions. Stay updated on changes in loan regulations, market trends, and competition. Sales Targets and Reporting: Achieve monthly, quarterly, and annual sales targets for loan products. Regularly report on sales performance, including leads, conversions, and any challenges faced. Collaborate with sales managers or team leaders to strategize on sales improvements. Skills and Qualifications: Experience: Proven track record in sales, preferably in the financial services or loan industry. Knowledge: Strong understanding of loan products (e.g., personal, auto, mortgage, commercial) and the lending process. Communication: Excellent verbal and written communication skills, with the ability to explain complex financial concepts clearly. Customer Service: Strong client relationship-building skills with a focus on providing excellent service. Sales Skills: Ability to close deals, meet sales targets, and maintain a high level of motivation. Problem-Solving: Ability to assess clients' financial situations and recommend suitable solutions. Attention to Detail: Precision in managing documentation and ensuring all loan agreements comply with legal and regulatory standards. Technical Skills: Proficient in using Microsoft Office Suite, and other sales-related tools.

Position Name - Relationship Manager / Sr. Relationship Manager Education - Min. Graduate Experience – Minimum 1+ year experience in direct sales (Age limit : 35 Years) Preferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce Salary Range – up to 6.5 lacs + 1 Lac Retention Reward (Variable pay) + Incentives. Language Preference - English and Kannada JD for Relationship Manager / Sr. Relationship Manager Job Purpose: · To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets Job Responsibilities: · Achieving stretched targets in a result-focused environment · Preparing pre-sales proposals for prospective clients · Delivering inspiring sales presentations to convert prospects to successful sales · Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings · Identifying potential customers and new business opportunities · Building and maintaining strong client relationship and high level of customer service · Being updated on new products and services · Provide necessary support in booking first time holiday for new members and generate quality referrals from them Candidate Specification: · Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon – Thu)) · Strong Results Orientation and Execution Excellence · High Energy and Passion · High Customer Centricity If you are Interested Share Resume 9686981341 Contact Person: HR Laxmi

About the Role: We are looking for a Relationship Manager to build and preserve trusting relationships with our clients. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect the candidate to be a strategic thinker with an analytical mind and have strong problem-solving skills. The job requires thorough financial and banking sector knowledge in order to provide sound and reliable advice to clients. Key Responsibilities: · Understanding and interest in financial/banking products and markets · Expanding current B2B segment · Making new Channel Partners (C.A./Advocates, etc.) · Interaction with Channel Partner (C.A./Advocates, etc.) and Bankers on regular basis · Aim to preserve customers and build new clients · Good sales and negotiation skills · Understanding client needs and providing them the best deals · Conduct meetings with the channel partners for follow up of loan files · Conduct meetings with the clients for follow up of their respective file of loan Eligibility Criteria: · Working Days: 6 · Qualification: MBA Graduate/Pursuing MBA/PGDM,B.COM · Timings: 10am – 6.30pm · CTC: 2.4 to 5 LPA (including Variables) · Work from Office · Immediate Joining

Relationship Manager (RM) Function Related Activities/Key Responsibilities RM - Sales Professionals are responsible to focus on face to face sales closures using daily presentations as they provide our clients with an opportunity to get to know offerings of Digital Services (Subscription based Model) and the value addition these Services can bring to their respective businesses. This position allows you to build new clients for the organization, build rapport and trust within yourself as well as at the company level. Our top sales professionals are passionate and driven in order to produce top results, all the while maintaining integrity. Position holders will be individual contributors responsible for driving sales activities within their assigned territory. Key Responsibilities The role is for Digital Profile sales and will involve complete ownership of the region and generating revenue through B2B sales. ● Candidate is responsible for Direct Field Sales ● Maintaining relationships with the merchants. ● Prospecting relevant merchants for the platform, understanding marketing objectives and providing resolutions. ● To ensure systematic follow-up with the client organizations to take the sales pitch to time-bound closure. ● To set up and deliver sales presentations, product/service demonstrations on a daily basis. ● Handle Escalation Calls ● Performing effective people management (one-to-ones, coaching, career development) ● Controlling and monitoring daily/weekly operations, providing timely reactions to different situations ● Handle escalations calls Skills Required ● Positive Attitude, Well Groomed, Pleasant Personality ● Should be excellent with verbal and written communication - English + Local language ● Good Computer skills ● Tech Savvy ● Business-to-Business (B2B), Field Coordination, New Client Acquisitions ● Should be competitive and confident ● Should be focused on delivering the best for their respective companies. ● Should have the zeal to achieve their own daily targets. ● He/She is responsible for the entire sale cycle like on field cold calling, presentation, prospecting, followup and deal close.

Job Description Relationship Manager We're hiring! Join our broking platform . Your tasks: - Communicate with clients to open demat accounts - Manage funds and create investment plans - Account handling - Provide great customer services - Work with team - Promote our services Qualifications: · Graduate and pursuing graduation can apply. · Experienced and Fresher both can apply. Office Timings :- 9 AM to 5:30 PM (Work From Office) Contact - 9109201874 (HR)

Job brief We are looking for individuals who can drive sales in lending space. The candidate will be responsible for generating prospective sales leads. The individual will meet all the prospective customers with the objective of explaining the loan products, resolving customer queries and converting the leads to sales. Desired Candidates profile: • Thorough understanding of Secured loan, Lap. • The candidate should have a minimum experience of 6 months. • The candidate should have ability to handle sales call independently. • The candidate must have experience into cold calling • The candidate must have good Interpersonal Skills and Personality. • Ability to effectively Understand & communicate the product. • Good interpersonal, relationship management, customer service, and rapport building skills. • Ability to prioritize, multi-task, delegate, and proactively resolve problems • Good knowledge of local language Education • Graduate in any discipline • Graduate / 12th Pass out

Position Name - Relationship Manager / Sr. Relationship Manager Education - Min. Graduate Experience – Minimum 1 year experience in direct sales (Age limit : 35 Years) Preferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce Salary Range – up to 5.5 lacs + 1 Lac Retention Reward (Variable pay) + Incentives. Language Preference - English, Tamil JD for Relationship Manager / Sr. Relationship Manager Job Purpose: · To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets Job Responsibilities: · Achieving stretched targets in a result-focused environment · Preparing pre-sales proposals for prospective clients · Delivering inspiring sales presentations to convert prospects to successful sales · Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings · Identifying potential customers and new business opportunities · Building and maintaining strong client relationship and high level of customer service · Being updated on new products and services · Provide necessary support in booking first time holiday for new members and generate quality referrals from them Candidate Specification: · Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon – Thu)) · Strong Results Orientation and Execution Excellence · High Energy and Passion · High Customer Centricity If you are Interested Share Resume 9686981341 Contact Person: HR Laxmi

J ob Title: Team Leader ( Key Account Manager ) Department: Sales Agency Channel (Health Insurance) Employment Type: Field (Field Sales/ Office) Industry: Insurance Apply Now Email your CV to: 9871191446, annusingh@pbpartners.com Key Responsibilities: Agent Recruitment & Development: Identify, recruit, and onboard qualified life insurance agents to build a high-performing agency network. Field Sales Management: Conduct regular field visits, joint calls, and client meetings with agents to support them in achieving their sales targets. Sales Target Achievement: Drive monthly, quarterly, and annual business targets through effective field sales strategies and agent support. Performance Monitoring & Coaching: Track agent performance, provide constructive feedback, and conduct coaching sessions to improve productivity. Customer Engagement & Retention: Ensure high levels of customer satisfaction and drive policy renewals and persistency. Training & Development: Organize training programs to enhance product knowledge, selling skills, and regulatory awareness among agents. Market Intelligence: Stay informed about market trends, competitor activities, and changing customer preferences to adjust sales strategies. Compliance & Reporting: Maintain accurate documentation and submit regular reports as per company standards and regulatory requirements. Preferred Candidate Profile: Experience: Minimum 1 year of experience in health insurance sales , preferably through the agency channel or field sales . Other Requirements: Agency Development & Channel Management Insurance Product Knowledge Field Sales & Lead Generation Team Leadership & Agent Training Target Achievement & Business Planning Customer Relationship Management Why Join Us? Competitive compensation and performance incentives Career advancement opportunities within a growing organization Exposure to a dynamic and supportive work culture Ongoing training and development programs

Job description We are seeking an experienced and motivated Senior Sales Executive to drive our sales team towards achieving business goals. Key Responsibilities: • Lead, motivate, and manage a team of sales executives to achieve individual and team targets. • Plan and allocate daily sales tasks and market visits for the team. • Monitor and review team performance regularly. • Provide training, coaching, and continuous support to team members. • Generate new business opportunities and help the team close deals. • Maintain good relationships with customers and ensure customer satisfaction. Qualification and Experience: • Graduate in any discipline • 1 years of experience in any field sales • Prior team handling experience preferred • Result-oriented and self-motivated • Required local candidate For more details: Ayushi | 8460377032.

Life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Follow up with Operations of Banks. Required Candidate profile To build mutually beneficial relationships with Bank and help in acquisition of clients. Customer Requirement Gathering and Analysis for better product pitching.

Company Description Tyger Capital, formerly Adani Capital, is a non-banking financial company (NBFC) that commenced lending operations in April 2017. The company focuses on becoming the foremost financial services firm with an emphasis on entrepreneurship. With a strong commitment to supporting entrepreneurs, Tyger Capital aims to facilitate financial growth and success. Located in Warangal, the company continues to expand its reach and impact. Role Description This is a full-time on-site role for a Relationship Manager, located in Warangal. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored financial solutions. Daily tasks include client meetings, financial analysis, portfolio management, and ensuring customer satisfaction. The role also involves coordinating with various departments to deliver comprehensive financial services and achieve business goals. Qualifications Strong communication, interpersonal, and relationship-building skills Experience in financial analysis and portfolio management Effective client management and customer service skills.

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Pune Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions. Need-Based Selling: Ensure appropriate solutions through a structured selling model. Upselling & Cross-Selling: Maximize revenue through existing customer base. Post-Sales Service: Resolve queries and ensure timely policy issuance. Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies. Sales Forecasting: Design and evaluate innovative sales strategies. Database Management: Maintain and grow your customer database in your designated territory. ISMS Compliance: Follow security protocols to safeguard customer and company data. Peaks & Benefits: Unlimited incentives Travel Allowances Medical I Insurance Attractive Salary Package Contact person - Aaditi Sonawane Send your resumes to contact number - 9667621702 or Email - aaditisonawane@policybazaar.com

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Aurangabad Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions. Need-Based Selling: Ensure appropriate solutions through a structured selling model. Upselling & Cross-Selling: Maximize revenue through existing customer base. Post-Sales Service: Resolve queries and ensure timely policy issuance. Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies. Sales Forecasting: Design and evaluate innovative sales strategies. Database Management: Maintain and grow your customer database in your designated territory. ISMS Compliance: Follow security protocols to safeguard customer and company data. Peaks & Benefits: Unlimited incentives Travel Allowances Medical I Insurance Attractive Salary Package Contact person - Aaditi Sonawane Send your resumes to contact number - 9667621702 or Email - aaditisonawane@policybazaar.com

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location - Satara, Sangli Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions. Need-Based Selling: Ensure appropriate solutions through a structured selling model. Upselling & Cross-Selling: Maximize revenue through existing customer base. Post-Sales Service: Resolve queries and ensure timely policy issuance. Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies. Sales Forecasting: Design and evaluate innovative sales strategies. Database Management: Maintain and grow your customer database in your designated territory. ISMS Compliance: Follow security protocols to safeguard customer and company data. Peaks & Benefits: Unlimited incentives Travel Allowances Medical I Insurance Attractive Salary Package Contact person - Aaditi Sonawane Send your resumes to contact number - 9667621702 or Email - aaditisonawane@policybazaar.com

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Nashik Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions. Need-Based Selling: Ensure appropriate solutions through a structured selling model. Upselling & Cross-Selling: Maximize revenue through existing customer base. Post-Sales Service: Resolve queries and ensure timely policy issuance. Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies. Sales Forecasting: Design and evaluate innovative sales strategies. Database Management: Maintain and grow your customer database in your designated territory. ISMS Compliance: Follow security protocols to safeguard customer and company data. Peaks & Benefits: Unlimited incentives Travel Allowances Medical I Insurance Attractive Salary Package Contact person - Aaditi Sonawane Send your resumes to contact number - 9667621702 or Email - aaditisonawane@gmail.com

Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Pune Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales Strong communication and networking skills Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions. Need-Based Selling: Ensure appropriate solutions through a structured selling model. Upselling & Cross-Selling: Maximize revenue through existing customer base. Post-Sales Service: Resolve queries and ensure timely policy issuance. Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies. Sales Forecasting: Design and evaluate innovative sales strategies. Database Management: Maintain and grow your customer database in your designated territory. ISMS Compliance: Follow security protocols to safeguard customer and company data. Peaks & Benefits: Unlimited incentives Travel Allowances Medical I Insurance Attractive Salary Package Contact person - Aaditi Sonawane Send your resumes to contact number - 9667621702 or Email - aaditisonawane@policybazaar.com

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship-building skills with both internal departments and external parties. Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: Ability to use & analyze data tools related to wealth products Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review Maintaining external network i.e. maintaining contact with the customers Attitude to service clients by providing them smooth and superior service delivery Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills Decision-making skills with a strong sense of ownership and the ability to work under pressure Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity, and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: 15-25 years of relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired Knowledge Skills: Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations Ability to think and execute strategically, prioritize and resolve complex problems Detail-oriented with superior organizational and time management skills, including delegation of work Team player with the ability to collaborate with others Ability and interest to work in a fast-paced, evolving environment.

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: Ability to use & analyze data tools related to wealth products Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review Maintaining external network i.e. maintaining contact with the customers Attitude to service clients by providing them with smooth and superior service delivery Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills Decision-making skills with a strong sense of ownership and ability to work under pressure Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: 10-25 years relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired Knowledge Skills: Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations Ability to think and execute strategically, prioritize and resolve complex problems Detail-oriented with superior organizational and time management skills, including delegation of work Team player with the ability to collaborate with others Ability and interest to work in a fast-paced, evolving environment.

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios Focus on business development and achieve growth in relationship value, revenues & improve client stickiness Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance Location - New Delhi, Mumbai, Bangalore, Hyderabad.