15722 Relationship Manager Jobs - Page 27

ROLE PURPOSE & OBJECTIVE Actively support acquisition of customers for Group Loans Support conversion of existing borrowing customers for liabilities. To facilitate undertaking of initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities Responsible to maintain process quality & ensures adherence to audit and compliance standards Responsible to maintain Branch Documents Responsible for Cross Selling Responsible for overall business in absence of BM/CRM To handle Cashier and BOOs responsibility in their absence Adherence to defined set of processes and circulars Timely disbursement of sanctioned loans SIZE OF THE ROLE FINANCIAL SIZE NON-FINAN...

Position Title: Corporate Account Manager - HDFC Bank Branch Banking Department: HDFC Bank - Branch Banking Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations. Role & responsibilities:- Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the br...

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

Role & responsibilities Develop and maintain strong relationships with clients, focusing on their insurance needs and satisfaction. Access client requirements, recommend suitable insurance products, and assist with claims processing. Stay updated on industry trends and regulatory changes to provide informed advice. Acquire new brokers, generate new business, and ensure high service quality throughout the client lifecycle.

Position Title: Relationship Manager Department: Direct Distribution - Direct Sales Force Level/ Band: Officer Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: Leads Natural market References Orphan base Fix meetings with the prospects to conduct need analysis and explain products Implement and adhere to Need Based Selling Model. Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Render prompt post sales service to all allocated customers with respect to all domains Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaini...

Designation - Relationship Manager Channel - Banca Banking and life insurance candidates are preferred CTC - 4LPA+incentives Key Responsibilities: Drive life insurance sales through assigned bank branches. Build strong relationships with bank staff and train them on insurance products. Generate leads from walk-in customers and convert them into sales. Achieve monthly/quarterly sales targets. Ensure seamless onboarding, documentation, and policy issuance. Provide post-sales service and support to customers. Interested candidates can share their resume on ishita.yadav@skywingsadvisors.com or 9997994284

Greetings from Kotak Life Insurance!! INTERESTED CANDIDATES CAN SHARE THIER CV ON kli.deepa-sawant@kotak.com or can contact us on 9969675967 Please find below Job Description of B2b Sales Manager Job title : B2b sales manager Qualification : Any Graduate Experience: Min 2 yrs experience in sales Job Role ( ONLY MALE CANDIDATES PREFERED ) * Maintain good relation with Relationship with RM (Relationship Manager) * RM will sell loan to the customer * As KLI we have to sell our product that is CREDIT LIFE INSURANCE that is a insurance product * The more you will maintain good relation with RM the more they will give leads of the customer * Also you have to meet customer and sell life insurance p...

ROLEPURPOSE & OBJECTIVE Thisrole is responsible for acquiring new current account customersfrom the open market and enhance the relationship with existingcustomers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & needof the customers. Thisrole drives thecurrent account business for the respective branch and ensure theCA targets for the branch is met. Theincumbent provides service to both existing as well as to NTBcurrent account customers. Thisrole also handles cross selling of QR & POS and is accountablefor adherence to compliance and regulatory norms. SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE CAbook size of the branch CATarget fo...

ROLE PURPOSE & OBJECTIVE Actively support acquisition of customers for Group Loans Support conversion of existing borrowing customers for liabilities. To facilitate undertaking of initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities Responsible to maintain process quality & ensures adherence to audit and compliance standards Responsible to maintain Branch Documents Responsible for Cross Selling Responsible for overall business in absence of BM/CRM To handle Cashier and BOOs responsibility in their absence Adherence to defined set of processes and circulars Timely disbursement of sanctioned loans KEY DUTIES & RESPONSIBILITIES OF THE ROLE...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No of Positions 1 Location Axis Bank Mumbai : CO No of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relationsh...

About Axis Virtual Centre Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide ficial solutions via cross-sell and upsell The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience Virtual Relationship Managers act as the single point of contact for customer s banking requirements are responsible for the cross selling (assets) business of the bank by exploring business op...

About Axis Virtual Centre Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide ficial solutions via cross-sell and upsell The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience Virtual Relationship Managers act as the single point of contact for customer s banking requirements are responsible for the cross selling (assets) business of the bank by exploring business op...

JOB DESCRIPTION Relationship Manager LAP Vishwas Roles & Responsibilities Products include Vishwas HL and LAP Handle team of executives to achieve business targets (Volume, Cross-sell, Insurance etc.) Manage, develop and enhance deepening of the relationship with Channels (Kotak Branches, DSA, Builder) Responsible for achieving team targets and sales volume. Ensuring team productivity along with location productivity Ensure customer satisfaction as measured trough NPS metrics Effective management of working relationships (e.g. Credit, Operations, Legal, Technical etc.) to drive business outcomes Responsible for cross sell of CASA and TPP. Administer and ensure compliance to all business prac...

: Relationship Managers (RM) are a part of the Banks sales force whose primary responsibility is to get customers for the bank and explore new business opportunities RMs manage a team of executives responsible for selling loan products to the customers based on their needs and growth of the lending book of the area through NTB acquisition as well ETB portfolio They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Details of the Role: Department CBG Grade AM/DM/M/SM Sub-Department SBB- CBG Reporting (Business) SM/AVP/VP Location Reporting (Matrix) : Ensure achievement of the Top line Business Targets by sourcing business th...

: Relationship Managers (RM) are a part of the Banks sales force whose primary responsibility is to get customers for the bank and explore new business opportunities RMs manage a team of executives responsible for selling loan products to the customers based on their needs and growth of the lending book of the area through NTB acquisition as well ETB portfolio They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Details of the Role: Department CBG Grade AM/DM/M/SM Sub-Department SBB- CBG Reporting (Business) SM/AVP/VP Location Reporting (Matrix) : Ensure achievement of the Top line Business Targets by sourcing business th...

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The position entails client management and acquisition with a key focus on expanding the Asset...

Description for Internal Candidates Job Role: Relationship management with aggregators across different levels from top management to middle management Strategize, manage and drive online aggregator partnerships for month on month target achievement Identifying and acquiring potential new aggregators Manage Direct Sales Team, Credit underwriters and call center - across different functions on a daily basis to meet the business goals & improve data point to disbursal funnel conversion To conceptualize and execute contests to motivate the partners Plan annual engagement calendars with aggregators aligned with business priorities Sales Planning and Day to day Operations for the Aggregator Platf...

About Bharat Banking: Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets. The department is expected to drive business outcomes by focusing on partnerships, new products, innovation, reimagining customer journeys and driving / creating new channel. About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The center of all client engagements will be to ensure superior customer exp...

Key Responsibilities: Client Acquisition & Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group s product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales & Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Finance. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship record...

Job Highlights: Position: Relationship Manager Department: Sales Working Hours: 9:45 AM to 5:30 PM Working Days: Monday to Friday Requirement: Candidate must have their own laptop Job Summary: A Relationship Manager is responsible for building and maintaining strong relationships with clients to drive business growth. The ideal candidate will work closely with customers to understand their financial needs, offer suitable products or services, and ensure excellent customer satisfaction. Key Responsibilities: Develop and maintain long-term relationships with clients. Identify customer needs and offer appropriate financial products/services. Meet sales targets by acquiring new customers and ret...

Job Description: Business Development Executive Company Overview Pyxidia Tech Lab is an innovative technology-driven company specializing in HR payroll and services solutions. Founded with a mission to revolutionize human resource management through cutting-edge software and expert consulting, we offer comprehensive services including automated payroll processing, employee onboarding, compliance management (such as PF, ESI, and TDS), recruitment support, and performance analytics. Headquartered in Raipur, Chhattisgarh, Pyxidia Tech Lab serves a diverse clientele across industries, leveraging advanced tech integrations like HR tools and cloud-based platforms to help businesses optimize operat...

Key Responsibilities: Client Acquisition Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group s product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Fice. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship records for a...

About Bharat Banking Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets The department is expected to drive business outcomes by focusing on partnerships, new products, innovation, reimagining customer journeys and driving / creating new channel The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The center of all client engagements will be to ensure superior customer experience Develop and m...