9197 Relationship Manager Jobs - Page 42

The ideal candidate will be responsible to handle state goverment and central government employees National Pension System (NPS) portfolio and servicing. Cross sale of Term insurance and health recharge and other Banking Product. 100% Field Job Location - Vadodara Education Qualification- Min. Graduate Experiance- 2 to 6 Years Grade - AM Candidate with Strong communication and interpersonal skills having experiance in dealing with state and cental goverment employees is desirable. Candidate who have work experiance of Vadodara that only will be consider. Send your CV on pooranmal.arya@axisbank.com or whatsapp or Call 9879900327

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

Generate leads through cold calling, field visits, and market references; proactively approach restaurants to onboard them. ● Build and nurture strong relationships with restaurant owners by understanding their business needs and offering tailored solutions. ● Sign up restaurants by closing contracts and responding to inquiries from both new and existing clients. ● Organize and participate in promotional events and local marketing activities to boost brand visibility and drive referrals. ● Take ownership of operational and administrative aspects of sales, including reporting, process optimization, and system improvements. ● Regularly update management with performance insights and recommendations for enhancing business relationships and improving service delivery. ● Meet and exceed sales targets (product and VAS), demos, and visit goals through strategic daily planning and execution. ● Establish a strong reference market by maintaining long-term relationships with onboarded clients. ● Resolve client issues effectively using the escalation matrix and ensure high levels of customer satisfaction. ● During field visits, you will be the first point of contact for potential clients Skills Required: B2B sales , ERP sales , IT Sales , Software Sales , New Client Acquisitions , CRM Sales , Technical Sales Candidate Attributes: ● Bachelor's degree is preferable. ● Professional experience of 1-3 years in Sales. ● Problem-solving attitude ● Customer-oriented mindset ● Knowledge of customer relationship management (CRM) practices ● Influencing Skills ● Presentability is required ● Fluent in communication

Generate leads through cold calling, field visits, and market references; proactively approach restaurants to onboard them. ● Build and nurture strong relationships with restaurant owners by understanding their business needs and offering tailored solutions. ● Sign up restaurants by closing contracts and responding to inquiries from both new and existing clients. ● Organize and participate in promotional events and local marketing activities to boost brand visibility and drive referrals. ● Take ownership of operational and administrative aspects of sales, including reporting, process optimization, and system improvements. ● Regularly update management with performance insights and recommendations for enhancing business relationships and improving service delivery. ● Meet and exceed sales targets (product and VAS), demos, and visit goals through strategic daily planning and execution. ● Establish a strong reference market by maintaining long-term relationships with onboarded clients. ● Resolve client issues effectively using the escalation matrix and ensure high levels of customer satisfaction. ● During field visits, you will be the first point of contact for potential clients Skills Required: B2B sales , ERP sales , IT Sales , Software Sales , New Client Acquisitions , CRM Sales , Technical Sales Candidate Attributes: ● Bachelor's degree is preferable. ● Professional experience of 1-3 years in Sales. ● Problem-solving attitude ● Customer-oriented mindset ● Knowledge of customer relationship management (CRM) practices ● Influencing Skills ● Presentability is required ● Fluent in communication

Job Description: Your responsibilities are briefly as below (but not limited to this): As a Relationship Manager, your key goal is to keep up the relationship with bank branches and processing units of State Bank of India. Your job will be to get the smooth processing done of the loan files given by the company, at the same time, put equal efforts to generate fresh leads from the referrals and other avenues. CTC: Based on your interview performance. Eligible criteria: Looking for Male candidates with field experience Ready to travel 60 to 70 km everyday Two-wheeler mandatory Location: Naraina, Janakpuri, Netaji Subhash Place, Gurgaon, Sansad Marg,South Extension ,Noida, Karkardooma Workday and timings: 5-day work week but 1st, 3rd, and 5th Saturdays are working. Minimum commitment: 18 months This job can be widely searched as sales executive, field sales executive, business development executive.

🔹 Job Title: Relationship Manager - is responsible for acquiring and managing customers for Home Loan (HL) and Loan Against Property (LAP) products in the retail sector. This role involves building strong relationships with clients, sourcing new customers, and guiding them through the loan application and approval process. The officer will be expected to meet sales targets, ensure compliance with industry regulations, and provide exceptional service to all customers. 🔹 Experience: Min 6 months to 2 Years 🔹 Employment Type: Full-time - Field Job Job Responsibilities:- * Responsible for ensuring the achievement of sales targets (LAP) * Responsible for generating prospective sales lead * Responsible for generating direct lead (No DSA sourcing, only direct) * Responsible for making cold calls & generating leads from database * Coordinating with underwriting team for processing of application. * The candidate should have a minimum experience of 6 months of Banking/Finance industry/DSAs. * The candidate must have experience of LAP product of at least 6-7 months. * Should have experience of similar loan products i.e., home loan, mortgage, PL, secured, etc. * Only male candidates are preferred. * The candidate should be an experienced one with no gap. * If candidates are handling PL product, then they should be handling high ticket size. Work: 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

🔹 Job Title: Relationship Manager - is responsible for acquiring and managing customers for Home Loan (HL) and Loan Against Property (LAP) products in the retail sector. This role involves building strong relationships with clients, sourcing new customers, and guiding them through the loan application and approval process. The officer will be expected to meet sales targets, ensure compliance with industry regulations, and provide exceptional service to all customers. 🔹 Experience: Min 6 months to 2 Years 🔹 Employment Type: Full-time - Field Job Job Responsibilities:- * Responsible for ensuring the achievement of sales targets (LAP) * Responsible for generating prospective sales lead * Responsible for generating direct lead (No DSA sourcing, only direct) * Responsible for making cold calls & generating leads from database * Coordinating with underwriting team for processing of application. * The candidate should have a minimum experience of 6 months of Banking/Finance industry/DSAs. * The candidate must have experience of LAP product of at least 6-7 months. * Should have experience of similar loan products i.e., home loan, mortgage, PL, secured, etc. * Only male candidates are preferred. * The candidate should be an experienced one with no gap. * If candidates are handling PL product, then they should be handling high ticket size. Work: 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

The ideal candidate will be responsible for gaining a deep understanding of the clients" business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients" data. Essentially, you will act as the main point of contact for our clients. Responsibilities - Dialogue with our clients to understand their business objectives and challenges - Analyze clients" data and provide strategic recommendations to clients - Present value-proposition to sales leads and current customers - Prospect for new sales leads and close sales Qualifications - 2-5 years" of client relationship experience - Ability to manage multiple projects and clients - Strong communication and interpersonal skills,

Key Responsibilities: 1. Business Development & Sales: Identify, onboard, and activate new B2B partners for mutual fund and insurance product distribution. Achieve sales targets for mutual funds and insurance across life, general, and health categories. Promote cross-selling of financial products through partner networks. Continuously upskill yourself and actively share knowledge with others in the team or network. 2. Relationship Management: Maintain strong and long-term relationships with sub-brokers, mutual fund distributors (MFDs), and insurance advisors. Provide regular product updates, training, and support to partners to increase business volumes. Conduct partner engagement initiatives (e.g., seminars, webinars, product launches). 3. Product & Market Knowledge: Stay updated on industry trends, new products, regulatory changes, and competitor strategies. Provide insights and feedback from the field to the product and marketing teams. Engage with channel partners to promote mutual fund and insurance products — not end clients. Guide partners on the right products to offer and effective sales techniques. Regularly share the latest investment schemes, product updates, and actionable ideas. 4. Compliance & Documentation: Ensure partners comply with SEBI/IRDAI regulations and internal compliance standards. Maintain accurate records of sales, partner interactions, and deal closures. Serve as the primary support contact for all mutual fund and insurance-related queries. Qualifications: Graduate/Post-Graduate in Finance, Commerce, or related field. AMFI & IRDAI certifications preferred (or willingness to obtain within 3 months of joining). Basic knowledge of Mutual Funds/Insurance is nice (but not a must) Skills & Competencies: Strong knowledge of mutual fund and insurance products. Excellent B2B sales and negotiation skills. Effective communication and presentation abilities. Self-driven, target-oriented with a customer-first mindset. Proficiency in MS Office, CRM tools, and digital platforms. Comfortable talking to partners and small businesses. Good with people – this is a relationship-building role

About the Role As a Relationship Manager at CollegePass , you will be the primary point of contact for prospective students and parents exploring our college admissions and tutoring services. You will be responsible for nurturing relationships, understanding client needs, presenting tailored solutions, and driving conversions. This role combines consultative selling with relationship-building to ensure long-term client engagement. Key Responsibilities Sales & Client Acquisition Proactively engage with inbound leads generated from marketing campaigns, events, and referrals. Conduct discovery calls to understand student goals, academic background, and aspirations. Present CollegePass services, value propositions, and success stories to drive enrolments. Follow a consultative selling approach to match offerings with client needs. Meet and exceed monthly and quarterly sales targets. Relationship Management Build trust and rapport with prospective clients by delivering personalized guidance. Maintain regular follow-ups to nurture leads until conversion. Act as a trusted advisor to students and parents, answering queries with accuracy and empathy. Collaborate with the advising team to ensure a seamless onboarding experience post-enrolment. Collaboration & Reporting Work closely with the marketing team to refine messaging and lead quality feedback. Share insights from client interactions to improve service offerings and sales strategies. Maintain accurate records in CRM (e.g., Pipedrive) for all client interactions and sales progress. Prepare weekly and monthly performance reports for management review. Key Skills & Attributes Strong communication and interpersonal skills; ability to build rapport quickly. Consultative selling approach with active listening skills. Ability to explain complex processes simply and persuasively. Result-oriented mindset with resilience to meet ambitious sales goals. High level of professionalism and empathy when dealing with parents and students. Comfortable working in a fast-paced, target-driven environment. Qualifications & Experience Bachelor’s degree in Business, Marketing, Communications, or related field. 2–5 years of experience in sales, business development, or relationship management (education sector preferred). Proven track record of meeting or exceeding sales targets. Experience with CRM tools and digital communication platforms. Performance Metrics Monthly revenue generated and target achievement percentage. Lead-to-conversion ratio. Client satisfaction and feedback scores post-onboarding. Number of high-value client relationships developed. Compensation & Benefits Competitive base salary + performance-based incentives. Comprehensive training and professional development opportunities. Access to global network of education experts and resources. Opportunity to contribute to the success of students aiming for top universities worldwide.

We are hiring a Relationship Manager to manage customer relationships, drive sales of our products/services, and ensure excellent client servicing. The ideal candidate will build strong customer connections and achieve assigned targets through proactive engagement.

Job Opportunity Join a Leading Housing Finance Company! Position: Relationship Manager / Sales Officer / Senior Sales Officer / Senior Relationship Manager Location: Tamil Nadu (Multiple Locations Across South India) Experience Required: Minimum 6 months of exclusive experience in Home Loan (HL) sales Mandatory Notice Period: 30 Days (Immediate joiners preferred) Salary: Competitive As per industry standards Who We Are Looking For: Were on the lookout for passionate and performance-driven professionals to join our growing team in South India. If you have experience in home loan sales and a knack for building strong customer relationships, this opportunity is for you! Key Responsibilities: Promote Home Loan (HL) and Loan Against Property (LAP) products to potential customers. Generate leads through cold calling, field visits, and referrals. Maintain strong relationships with customers and ensure high levels of customer satisfaction. Achieve monthly and quarterly sales targets . Guide customers through the complete loan process from application to disbursal. Coordinate with internal teams to ensure timely processing and documentation. What You Must Have: Minimum 6 months of exclusive experience in Home Loan Sales . Excellent communication and interpersonal skills. Strong sales acumen and ability to meet targets. Self-motivated and willing to work in a field sales role. Knowledge of the local market and customer base in Tamil Nadu is a plus. Job Locations Include: Chennai | Madurai | More across Tamil Nadu Why Join Us Work with a rapidly growing housing finance company Competitive salary with attractive incentives Opportunities for career growth and advancement Supportive and performance-driven work environment Interested Apply now or refer someone who fits! For more details, contact: 7383864200

Company Description Care Health Insurance is a specialized health insurer offering various health insurance products, including Health Insurance, Top-up Coverage, Personal Accident, Maternity, International Travel Insurance, and Critical Illness. The company also provides Group Health Insurance and Group Personal Accident Insurance for corporates, Micro Insurance Products for the rural market, and a comprehensive set of wellness services. Care Health Insurance operates with a consumer-centric philosophy and leverages technology to excel in customer service, product innovation, and value-for-money services. The company has received numerous awards, including the ‘Overall Achievement Award’ at the ASSOCHAM 16th Global Insurance Summit & Awards and ‘Best Health Insurance Plan – Care Plus’ at the Global Financial Planner's Summit 2024. Role Description This is a full-time, on-site role located in Chennai for an Associate Cluster Manager. The Associate Cluster Manager will be responsible for managing and overseeing cluster operations, developing and implementing strategies to improve sales performance, and maintaining client relationships. Additional responsibilities include training and mentoring team members, ensuring compliance with company policies and industry regulations, and collaborating with other departments to achieve business objectives. Qualifications Management and Leadership: Skills in overseeing operations, team management, and strategy implementation Sales and Client Relations: Experience in sales performance improvement, client relationship management, and customer service Compliance and Regulatory: Knowledge of industry regulations and company policies Communication and Collaboration: Excellent communication skills and the ability to work collaboratively with different departments Problem-Solving: Strong problem-solving and decision-making Bacheleors degreeis preferred Experience in the insurance industry is a plus

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 4-6 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills

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.