8828 Relationship Manager Jobs - Page 28

Urgent Hiring || Sr. Relationship Manager || Position: Sr. Relationship Manager Experience- 2 + years Ctc- upto 10 lpa (Depend on the interview) Working Days- 6 days Locations: Mumbai, Pune,Patna, Lucknow, Indore Job Responsibilities: Relationship Manager should have a good demographic understanding of IFA’s/HNI/UHNI families across the state and cities. A good working relationship with IFA’s is extremely important. Business Development - New Partner Acquisition Conduct training & Create awareness among partners & Clients for above mentioned financial products. Responsible for product targets & revenue Salf- motivated, responsible with convincing power. Good communication skills. Desired Experience: MBA / PGDBM / Graduate candidates with 2+ years of relevant experience Business Development - New Partner Acquisition Generate Business across Bonds & third party products through Partners Conduct training & Create awareness among partners for various financial products Responsible for product targets & revenue A good working relationship with IFA’s is extremely important. Key Skills: - Prior Experience of handling B2B Channel - Excellent Communication - Market & Product Knowledge

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI 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 under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

Hello...........Hope your doing Good Urgent Openings in Kotak Life Insurance, Max life insurance, bharti axa life insurance , Edelweiss tokio life insurance,SBI life .. Limited Openings, Apply Immediately Minimum requirement of a candidate Graduation mandatory Above 3 to 4 years of experience in Field Sales Marketing Age 25 - 40 Package UPTO 4L P.A Benefits- Unlimited incentives + Every 6 months promotion, Mediclaim Credit card, loan facility on role, etc. Contact immediate on or Share your resume at9665821126 mail on shalini@willpowerconsultants.in Pls give references or share with needy people HR Consulta SHALINI 9665821126 This job is provided by Shine.com

Company Description Founded in 2009, Star Union Dai-ichi Life Insurance (SUD Life) is a joint venture between Bank of India, Union Bank of India, and Dai-ichi Life Holdings from Japan. With a network of over 11,000 branches serving more than 64 million customers, SUD Life has one of the largest life insurance distribution footprints in India. The company also provides access to life insurance products in rural areas through select Regional Rural Banks. Renowned for its product knowledge and operational capabilities, SUD Life fosters a culture of inclusion, growth, and high performance among its workforce. Role Description This is a full-time on-site role for a Relationship Manager located in Nagpur. The Relationship Manager will primarily focus on building and maintaining relationships with customers, providing them with life insurance products and services. Key responsibilities include meeting sales targets, advising customers on suitable life insurance products, ensuring customer satisfaction, and addressing client queries and concerns promptly. The role also involves coordinating with bank staff to ensure smooth service delivery and achieving business goals. Qualification Ability to meet sales targets and deliver on business objectives Knowledge of life insurance products and services Strong analytical and problem-solving skills Proficiency in using CRM software and other sales tools Ability to work independently and as part of a team Bachelor's degree in Finance, Business Administration, or related field Previous experience in a similar role is a plus DIRECT CHANNEL *Any Graduate * 1-2 Years of experience required in sales . * Candidates from Insurance industry preffered. * Location - Nagpur, Bhandara , gondia , wani , Chandrapur ,Amravati , wardha & Akola .

Company Description Nirmal Bang is one of the leading stock broking companies in India, offering a range of financial products and services to retail and institutional clients. These services include equities, derivatives, commodities, currency derivatives, IPOs, NPS, depository services, and PMS. Co-founded and headed by Mr. Dilip Bang and Mr. Kishore Bang, the company prides itself on industry expertise and unmatched client commitment. By blending diverse backgrounds and experience, Nirmal Bang's team performs thorough research on both local and global developments to maximize investor returns. Role Description This is a full-time on-site role located in Varanasi for a Relationship Manager. The Relationship Manager will be responsible for managing client relationships, providing financial advice, and ensuring client satisfaction. Day-to-day tasks include client interaction, portfolio management, market research, and utilizing financial products and services for optimal client benefit. The role involves identifying client needs, cross-selling products, and maintaining accurate client records. Qualifications Client Relationship Management and Customer Service skills Financial Advisory and Portfolio Management skills Market Research and Analysis skills Knowledge of Equities, Derivatives, Commodities, and Financial Products Strong communication and interpersonal skills Ability to work independently and manage time effectively Experience in the financial services industry is a plus Bachelor's degree in Finance, Economics, Business, or a related field

You will have the responsibility of closing sales deals through client visits and maintaining strong customer relationships. As an effective sales representative, it is crucial to possess excellent communication skills and superior interpersonal abilities. You should feel at ease presenting products or services both over the phone and in person, while also being capable of addressing any complaints or uncertainties that may arise. Your primary tasks will include contacting potential or existing customers to provide them with information regarding the company's products or services. You will also be required to answer any questions customers may have about the services offered. It is essential to accurately enter and update customer information in the database, as well as efficiently take and process orders. Handling customer grievances in a professional manner to uphold the company's reputation is a key aspect of this role. Going above and beyond to achieve sales targets, as well as securing future sales opportunities, is also expected. Keeping detailed records of client visits and sales, along with noting any pertinent information, will be part of your routine tasks. The ideal candidate will possess outstanding negotiation skills and the ability to effectively resolve issues and address any complaints that may arise.,

As a Sales Executive at Avanse Financial Services, your primary responsibility will be to ensure that the targets of the location are met through effective planning and budgeting. You will be required to devise strategies and techniques necessary for achieving the sales targets and strive to make Avanse a brand of first choice within our customer segment in the respective branch. Your role will involve understanding the Educational Dynamics and Direct Channel network of Industrial Areas of the market. You must have a comprehensive knowledge of the Education institutional loan market in terms of business numbers, business practices, and new initiatives. It is essential to have a thorough understanding of documents at different stages of the loan approval process. Collaboration with credit and collections teams for driving business in spoke locations will be a key aspect of your responsibilities. You will be responsible for directing and carrying out sales-related activities and initiatives rolled out from time to time. Acting as a single point of contact for branch-related activities for SIL business, you will work closely with the collection team to ensure a healthy portfolio quality. Monitoring and improving the conversion ratio of appointment login, Login Sanction, and Sanction Disbursement will be crucial for your success in this role. Ensuring that the Daily Sales Report (DSR) is filled on a daily basis is a mandatory task. You will also play a significant role in maintaining and improving the Turnaround Time (TAT) of sanction and disbursement processes. Your deliverables will include achieving targets on disbursements and monthly collection efficiencies across different buckets. Updating the Daily Sales Report (DSR) on a daily basis and expanding active relationships while increasing penetration will also be key expectations. To be eligible for this position, you should have sales experience in any financial product (HL/BL/LAP/Auto Loan). Knowledge of the Lending Business, especially Education Institution Loan, could be an additional advantage that will be beneficial in fulfilling your responsibilities effectively.,

Relationship Manager Key Responsibilities: Client Relationship Management: Build and maintain long-term relationships with clients to ensure high customer satisfaction. Serve as the primary point of contact for assigned clients, addressing their needs and concerns promptly. Business Development: Identify potential business opportunities and upsell/cross-sell company products and services to existing and new clients. Conduct market research to stay updated on industry trends and competitors. Customer Support: Handle client queries, resolve complaints, and escalate unresolved issues to the relevant departments. Conduct periodic reviews and feedback sessions with clients to ensure alignment with their expectations. Coordination & Collaboration: Liaise with internal teams (sales, operations, and support) to deliver seamless service to clients. Coordinate with management for strategic planning to enhance the client experience. Reporting & Documentation: Prepare and present regular reports on client accounts, feedback, and business opportunities. Maintain a detailed record of client interactions and progress. Key Requirements: 1 Experience: o Proven experience in relationship management, sales, or account management. o [Optional] Industry-specific experience (e.g., banking, real estate, or technology). 2 Skills: o Strong interpersonal and communication skills. o Excellent problem-solving abilities and attention to detail. o Proficiency in CRM tools and basic computer applications (e.g., MS Office). 3 Other Requirements: o Ability to work under pressure and meet deadlines.

Job Title: Agency Sales Manager Location: Karnataka Company: Shriram Life Insurance Salary: Up to ₹4.5 LPA Job Description: We are seeking a dynamic and result-oriented Agency Sales Manager to join our team at Shriram Life Insurance. The ideal candidate will be responsible for recruiting, training, and managing a team of insurance agents to achieve sales targets in the Karnataka region. Key Responsibilities: Recruitment & Team Building: Identify and recruit potential insurance agents and advisors from the local market. Build and maintain a strong team by providing necessary training, guidance, and support. Sales Target Achievement: Drive business growth through effective sales strategies, ensuring that the team meets individual and team sales targets. Training & Development: Provide regular training sessions for agents on product knowledge, sales techniques, and effective customer engagement practices. Market Expansion: Develop and implement plans to increase market penetration and customer base within the assigned territory. Relationship Management: Build and maintain strong relationships with customers and agents, ensuring high levels of customer satisfaction and retention. Compliance: Ensure all sales activities comply with company policies, industry regulations, and ethical standards. Reporting: Regularly monitor and report on sales performance, market trends, and team activities to senior management. Qualifications: Education: Graduate in any discipline (MBA in Sales/Marketing preferred). Experience: Minimum of 1-4 years of experience in sales, preferably in the life insurance or financial services sector. Skills: Strong communication and interpersonal skills. Ability to lead and motivate a team. Good understanding of the local market and customer needs. Result-oriented with a proven track record in achieving sales targets. Proficiency in local languages (Kannada, Hindi, and English). Benefits: Competitive salary package up to ₹4.5 LPA. Performance-based incentives and bonuses. Opportunities for professional growth and development. Health insurance and other employee benefits.

Basic requirement · Must possess a two-wheeler. · Field Sales roles. · Must be fluent in the local language of the base location. · Preferably have a background in insurance, Brokering, Banking and Financial. · Graduation is a mandatory qualification. · Add on if the candidates are immediate joiners or serving NP.

Basic requirement · Must possess a two-wheeler. · Field Sales roles. · Must be fluent in the local language of the base location. · Preferably have a background in insurance, Brokering, Banking and Financial. · Graduation is a mandatory qualification. · Add on if the candidates are immediate joiners or serving NP.

Hello Candidates, We have Urgent Openings for the Position of Relationship Manager for Direct Sales Channel in Edelweiss Life Insurance Co ltd. Ctc : 2.4 to 4 lpa ( Above 4 lpa to 5.75 lpa in exceptional cases with proper stable life insurance sales Experience) Location : Bangalore (Indira Nagar) Position : Relationship Manager ( Direct Sales Channel) Prefered Candidates : Candidates with Proper BFSI Industry or Life Insurance Industry Background can apply. JOB Description – • To direct sell to the customers via appointments ( Office/ Home visits). • To ensure that leads/ appointments allocated by the call centre are attended and revenue is generated • To ensure Self Sourcing Targets are achieved • To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained daily. Criteria for Candidate Candidate having experience in life insurance Min 2 to 4 years in Direct Channel or Agency Channel and candidate comfortable working for field Sale. Criteria: Experience: 1 to 5 yrs of Sales Experience (Any field sales experience / Life Insurance Sales / Sales Experience from Broking Channel / Sales experience from BFSI sector or NBFC sector ) Candidates having life insurance knowledge will be an added advantage Qualification: Graduates with Good Communication Skills Age: Below 40 Years Language: English with any Regional Languages. CTC Offered: 2.8 Lacs to 4.00 Lacs. Perks and Benefits: Fixed Salary + Unlimited Incentives and career growth. Mandate - Two wheeler + DL Note : Exceptional Cases - Undergraduates and Graduates having LI experience Max CTC offered - 5.75 L Thanks & Regards, Trushali Boricha.

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

About the company NoBroker.com is the world's largest C2C marketplace in online real estate. With a cumulative 85 lakh customers, it has grown 10X in the last one year. With three rounds of funding of $151 mn, it is well funded by key US, Indian, Japanese & Korean investors like General Atlantic,Tiger Global SAIF Partners, KTB ventures and BeeNext. It is headquartered in Bangalore with a team of 4000+ employees. Role and Responsibility – Relationship Manager ● Act as relationship manager for the Paid customers of NoBroker. ● Build sustainable relationships and trust with customer accounts through open and interactive communication. ● Identify and assess customers' needs to eectively upsell or cross-sell relevant products or services. ● Service customer in finding the right tenant / house as per the requirement of the customer. ● Dial outbound and attend inbound calls of customers and leads. ● Use internal tools and methods to provide the best possible service to the customer. ● Negotiate with leads on behalf of customers. ● Keep customers up-to-date on the progress of his account. ● Follow communication procedures, guidelines and policies. ● Go extra mile to provide excellent customer service Qualification / Education and other Requirements: ● Education- Any Undergraduate (BBA,B.Tech, B,A) etc. ● Excellent verbal and written communication. ● Good Interpersonal skills, numerical and analytical ability. ● Decision making skills. ● Language required: English & Hindi or English, Hindi & 1 South Regional Language (Kan, Tel, Tam) ● Proficient in MS-Oce (Excel, Word). ● Should be flexible for day shift- (9-hour of login between 8 AM - 10 PM). ● Comfortable with working 6 days a week and the week o will be on weekdays.

About the company NoBroker.com is the world's largest C2C marketplace in online real estate. With a cumulative 85 lakh customers, it has grown 10X in the last one year. With three rounds of funding of $151 mn, it is well funded by key US, Indian, Japanese & Korean investors like General Atlantic,Tiger Global SAIF Partners, KTB ventures and BeeNext. It is headquartered in Bangalore with a team of 4000+ employees. Role and Responsibility – Relationship Manager ● Act as relationship manager for the Paid customers of NoBroker. ● Build sustainable relationships and trust with customer accounts through open and interactive communication. ● Identify and assess customers' needs to eectively upsell or cross-sell relevant products or services. ● Service customer in finding the right tenant / house as per the requirement of the customer. ● Dial outbound and attend inbound calls of customers and leads. ● Use internal tools and methods to provide the best possible service to the customer. ● Negotiate with leads on behalf of customers. ● Keep customers up-to-date on the progress of his account. ● Follow communication procedures, guidelines and policies. ● Go extra mile to provide excellent customer service Qualification / Education and other Requirements: ● Education- Any Undergraduate (BBA,B.Tech, B,A) etc. ● Excellent verbal and written communication. ● Good Interpersonal skills, numerical and analytical ability. ● Decision making skills. ● Language required: English & Hindi or English, Hindi & 1 South Regional Language (Kan, Tel, Tam) ● Proficient in MS-Oce (Excel, Word). ● Should be flexible for day shift- (9-hour of login between 8 AM - 10 PM). ● Comfortable with working 6 days a week and the week o will be on weekdays.

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

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

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

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

To derive Insurance Business from assigned Relationship/Channel partner in an area, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre- and post-sales support and services to the relationship as well as to the clients. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

Job Title: Agency Sales Manager Location: Karnataka Company: Shriram Life Insurance Salary: Up to ₹4.5 LPA Job Description: We are seeking a dynamic and result-oriented Agency Sales Manager to join our team at Shriram Life Insurance. The ideal candidate will be responsible for recruiting, training, and managing a team of insurance agents to achieve sales targets in the Karnataka region. Key Responsibilities: Recruitment & Team Building: Identify and recruit potential insurance agents and advisors from the local market. Build and maintain a strong team by providing necessary training, guidance, and support. Sales Target Achievement: Drive business growth through effective sales strategies, ensuring that the team meets individual and team sales targets. Training & Development: Provide regular training sessions for agents on product knowledge, sales techniques, and effective customer engagement practices. Market Expansion: Develop and implement plans to increase market penetration and customer base within the assigned territory. Relationship Management: Build and maintain strong relationships with customers and agents, ensuring high levels of customer satisfaction and retention. Compliance: Ensure all sales activities comply with company policies, industry regulations, and ethical standards. Reporting: Regularly monitor and report on sales performance, market trends, and team activities to senior management. Qualifications: Education: Graduate in any discipline (MBA in Sales/Marketing preferred). Experience: Minimum of 1-4 years of experience in sales, preferably in the life insurance or financial services sector. Skills: Strong communication and interpersonal skills. Ability to lead and motivate a team. Good understanding of the local market and customer needs. Result-oriented with a proven track record in achieving sales targets. Proficiency in local languages (Kannada, Hindi, and English). Benefits: Competitive salary package up to ₹4.5 LPA. Performance-based incentives and bonuses. Opportunities for professional growth and development. Health insurance and other employee benefits.