174 Relationship Manager Jobs - Page 3

Job Role: Virtual Relationship Manager (VRM) Kotak Mahindra Bank Location: Thane West Employment Type: Full-time Department: Banking Sales Payroll: Directly on Kotak Mahindra Banks payroll Eligibility Criteria: Gender: Male/Female candidates can apply Eperience: Minimum 1 year of experience in banking sales or BPO voice process with sales exposure No freshers will be considered No employment gap of more than 6 months Education: Graduate (any stream) Age: 18 to 32 years Communication Skills: Excellent verbal communication in English Good with mathematical calculations Well-groomed and polished, with customer interaction skills Preferred Background: Prior experience in BPO voice process with s...

DSA Vertical Home loan and LAP For more details contact 7626977006

JD for 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 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 a...

Responsibilities: Manage bancassurance partnerships for life insurance products. Develop business strategies through cross-selling and direct sales. Achieve sales targets through banking channels. *Urgent Hiring for Tamil Nadu Location: Chennai - Tambaram Poonamallee Chennai - Kanchipuram Tiruvallur Chengalpattu Tiruvarur Kumbakonam Mayiladuthurai Chidambaram Trichy Tanjore Perambalur Pudukkottai Kulithalai vellore Tiruvannamalai Tirupattur Pondicherry Villupuram Virudhachalam Coimbatore Mettupalayam Pollachi singanallur Erode Gobichettipalayam Hosur Dharmapuri Krishnagiri Marthandam Monday Market Kulashekaram Madurai Dindigul sivakasi - Virudhunagar Theni Karaikudi Salem Karur Namakkal Kall...

Job Responsibilities Manage and deepen relationships with highvalue customers across liabilities, assets, and investment products. Acquire newtobank customers through outbound and inbound engagement. Drive crosssell of CASA, TD, MF, insurance, loans, and digital banking solutions. Deliver superior customer service while ensuring adherence to bank policies and compliance norms. Identify business opportunities through client interactions and improve portfolio performance. Coordinate with internal teams for seamless service delivery, audits, and operational processes. Handle customer queries, escalations, and ensure timely resolutions within defined TAT. Maintain complete records of customer in...

Job Title: Relationship Manager - SM / AVP Department: Small Enterprises (SE) - Working Capital Products Experience: 5+ years Grade: SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry netwo...

Job Title: Relationship Manager - SM / AVP Department: Small Enterprises (SE) - Working Capital Products Experience: 5+ years Grade: SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry netwo...

Job Title: Relationship Manager - SM / AVP Department: Small Enterprises (SE) - Working Capital Products Experience: 5+ years Grade: SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry netwo...

Job Title: Relationship Manager - SM / AVP Department: Small Enterprises (SE) - Working Capital Products Experience: 5+ years Grade: SM / AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹100 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹100 Cr. Identify opportunities through market intelligence, references, and industry netwo...

PURPOSE OF THE ROLE The primary purpose of the role is to plan, direct and control the Government (Central & States at the ministry/secretariat level) and PSUs relationship-based banking activities of the Bank under the supervisions and direction of Team Leader. The position plays a key role in developing and maintaining strategic relationships with stakeholders in the various government ministries/committees/autonomous bodies Core Responsibilities Acquiring new clients & managing a portfolio of Government clients (Central + State PSU's) Ensure a strong relationship with existing accounts. Focus on offering financial solutions & cross selling. Actively and consistently seek an opportunity to...

Interested candidates can share their CV via WhatsApp at (9205705016) with Janvi Suryan or send it to (janvisuryan@policybazaar.com).investment Position: Relationship Manager - Traditional Plan Location: Delhi-NCR About Policybazaar: As India's largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users. With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding 15,0...

Role & responsibilities Generate business and cross sell all products and services of the bank Relationship Management for a portfolio of customers Branch operations and Audit compliance Preferred candidate profile Experience in banking and sales Knowledge of basic banking functions and economy

Position: Relationship Manager Experience: 1+ years Location: Delhi / Gurgaon About Policybazaar: As India's largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users. With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding 15,000 crore in FY24, we have established ourselves as a trusted name in insurance and financial protection. Our platform facilitates millio...

Role & responsibilities The Bancassurance Manager acts as a dedicated insurance specialist placed within bank branches to manage the relationship between the insurance provider and the bank. The core objective is to integrate insurance products into the bank's wealth management and financial planning solutions to drive non-interest income and increase policy penetration. Key Responsibilities1. Sales & Business Development Target Achievement: Achieve monthly, quarterly, and annual sales targets for life, health, and general insurance products. Lead Generation & Conversion: Utilize bank customer databases, walk-ins, and referrals from bank staff to identify potential customers and close sales....

For More Information, connect me: *9327066730* *Job Description* Role: *AADM,ADM,RM,RO,* Experience: *1- 2+ Years of any sales & marketing Experience ( BFSI & FMCG sales, Life Insurance sales, and any kind of field sales experience are on Priority)* Location: *PAN INDIA* CTC: *2.80 - 3.80 LPA + Incentives (Up to 4 LPA)* *(Depends on an Interview)* *Job Description:* * Recruit adviser * Generate business through the advisers * Lead the team of advisers * Motivate them to achieve targets * Provide training and guidance.

KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated ”Book of Relations” (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer · Fix self appointments everyday from the given customer database as per the campaign Sales · Focus on cross-sell & up-sell opportunity in allocated customers. · Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS...

JD for 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 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 a...

Job Purpose This position is open with Bajaj Finance ltd. Young and dynamic Experienced candidates with 2-4 yrs of experience in Gold Loans and who are passionate about building their career in the Gold loans domain. Should possess excellent written and verbal Communication and also should possess basic knowledge in MS office. Knowledge of the vernacular language of the respective region is mandatory. Duties and Responsibilities Canvassing and sourcing of New Customers to increase Gold loan Business Revenue generations through Cross Selling products & Interest Collection Gold Loans appraisal Maintain good relationships with clients so that the business can maximize the value of those relatio...

Greetings from Kotak Life Insurance!! Interested candidates can share their resume at 7798480358 Position Title : VIRTUAL RELATIONSHIP MANAGER Location: Thane- Wagle Industrial Estate Job Responsibilities: Responsible for generating revenue & business targets, through the team of bank VRMs mapped. Build rapport and provide quick responses/solutions to bank stakeholders. Training & mentoring of the mapped bank VRMs / Verifiers Drive sales targets through different initiatives (participation in morning hurdles, closing leads over calls, announce on-floor contests & recognize performers etc.) Other initiatives include conversion of the logged in cases, handling escalations, call quality evaluat...

About the job: Company Name: - Kotak Mahindra Bank (Bank Payroll) Profile: - Relationship Manager (VRM) Job Location: - Wagle Estate, Thane West Salary:- 4.50 LPA (Plus upto 35K incentives monthly) Responsibilities :- Manage and grow a portfolio of customers through regular virtual interaction on calls. Understand customer banking needs and recommend suitable Kotak products such as savings accounts, investments, insurance, loans, and digital solutions. Ensure high standards of customer service, relationship deepening, and cross-selling. Achieve monthly sales and revenue targets while maintaining compliance and quality parameters. Provide quick resolution to customer queries and ensure seamle...

Company Name: - Kotak Mahindra Bank (Bank Payroll) Profile: - Relationship Manager (VRM) Job Location: - Wagle Estate, Thane West Salary:- 4.50 LPA (Plus upto 35K incentives monthly) Responsibilities :- Manage and grow a portfolio of customers through regular virtual interaction on calls. Understand customer banking needs and recommend suitable Kotak products such as savings accounts, investments, insurance, loans, and digital solutions. Ensure high standards of customer service, relationship deepening, and cross-selling. Achieve monthly sales and revenue targets while maintaining compliance and quality parameters. Provide quick resolution to customer queries and ensure seamless digital bank...

About the job: About the Company We are a leading company in the tech industry, dedicated to innovation and excellence. Our mission is to provide cutting-edge solutions that empower businesses and enhance user experiences. We foster a culture of collaboration, creativity, and continuous improvement. About the Roles The Field Sales Executive will be responsible for driving sales growth and building strong relationships with clients. This role requires a proactive approach to identify new business opportunities and effectively communicate our value proposition. Responsibilities Develop and execute sales strategies to achieve targets. Identify and pursue new business opportunities in the field....

Title: Relationship Manager ( Field sales Executive ) Company: Policybazaar Location - Trichy Industry: Health Insurance Contact person - Saraswathi Send your resumes to contact number: 9600035285 or Email - saraswathisankar@policybazaar.com Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Mandatory Minimum 1 year of any banking sales, insurance sales experience Strong communication and networking skills Only Male Candidates 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, r...

Job Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location- Kolkata, Midnapur, Darbhanga. 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 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 soluti...