8201 Relationship Manager Jobs - Page 9

Position Summary: The Relationship Manager Sales is responsible for driving direct sales through proactive engagement with prospects and clients, ensuring excellent service delivery and managing high-net-worth individual (HNI) client relationships. This role requires a dynamic professional with a go-getter attitude, a passion for sales, and the ability to travel frequently. Key Responsibilities: 1. Direct Sales: o Conduct field sales activities, including face-to-face meetings with prospects at their locations. o Effectively deliver sales presentations tailored to the prospects' needs. o Manage direct meetings, web leads, exhibition sales, and appointments generated through various channels. 2. Lead Generation and Management: o Source and generate appointments with prospective clients. o Handle Happy Family Reference Programme (HFRP) for lead generation and client acquisition. 3. Customer Engagement and Issue Resolution: o Address and resolve customer issues or escalations effectively. o Maintain strong interpersonal relationships with clients and provide excellent post-sales service. 4. Market Knowledge and B2C Sales: o Demonstrate sound knowledge of the local market and competitors. o Perform effectively in a B2C (Business-to-Consumer) sales environment, driving results for the BLISS profile. Job Requirements: Experience: o Prior experience in direct sales, HNI client handling, and field sales. o Background in industries like timeshare/travel, insurance, real estate, or banking is preferred. Skills: o Strong communication skills in English and local language. o Excellent interpersonal and decision-making abilities. o Ability to convert prospects into customers effectively. Other Requirements: o Flexible and willing to travel frequently within the state. o High enthusiasm, diligence, and commitment to long-term organizational goals. o A pleasant personality and professional demeanor. Age & Availability: o Age: Up to 28-30 years (preferably unmarried). o Availability: Immediate joiners preferred, with a joining period of 7-15 days maximum. This role offers an exciting opportunity to excel in a dynamic sales environment while building strong client relationships and contributing to the companys growth.

Job Type: Fulltime Location: Work from Mohali - Office About Fitelo: We are Fitelo, your No.1 app for weight loss, diet planning, and better overall well-being. We’re dedicated to giving you the very best of health and lifestyle from the comfort of your home or office Every day is a chance to flip the script. An invitation to take everything we know and re-invent it. Do it better. Never settle for good enough. Every day we get up, invent, adapt, improvise, find new ways to collaborate, and do the unexpected. We're a team of health care experts from doctors to dieticians to fitness coaches helping people to achieve their fitness goals About the role: We are looking for a relationship manager to build and preserve trusting relationships with our customers. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills. Ideal candidate will have:  Experience as a client relationship manager  Knowledge of customer relationship management (CRM) practices  Experience in sales or customer service is preferred  Problem-solving attitude  Excellent communication skills  Aptitude for fostering positive relationships  Teamwork and leadership skills  Customer-oriented mindset Specifically, this role will involve:  Serving customer by providing service information and resolving service problems  Attracting potential customers by answering service questions  Maintaining customer records by updating clients information  Resolving service problems by clarifying the customer’s complaint, determining the cause of the problem, explaining the best solution to solve the problem and following up to ensure resolution  Contributing to team effort by accomplishing related results as needed  Gaining solid knowledge of competitors Qualifications:  BSc/BA in Business Administration or similar field Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹400,000.00 per year Benefits: Cell phone reimbursement Paid sick time Paid time off Provident Fund Work Location: In person Speak with the employer +91 6283062017

We are Hiring for Relationship Manager Premium Accounts in one of the leading banks. *Position* : Relationship Manager Premium Account ( RMPA ) *Experience* : 1+ years in Banking RM roles *Job Role:* * Cross-sell banking & investment products (CASA, MF, Insurance, Loans, etc.) * Ensure excellent customer service and regular client engagement * Acquire new HNI clients through referrals and networking * Meet revenue and product penetration targets *Key Skills & Competencies:* * Strong interpersonal and communication skills * Ability to understand and match client needs with financial products Job Type: Full-time Pay: ₹200,000.00 - ₹450,000.00 per year Work Location: In person

Responsibilities: Meet clients & offer financial solutions. Handle field visits, sales & servicing. Build strong client relationships. Requirements: Presentable personality & good communication. Willingness to do field work. Interest/experience in financial services. Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Leave encashment Language: English (Preferred) Location: Rajkot, Rajkot, Gujarat (Required) Work Location: In person

Job Title: Relationship Manager Location: Naranpura, Ahmedabad Working Hours: 10:00 AM – 7:00 PM (Monday to Saturday; Third Saturdays Off) Job Type: Full-Time Overview: We are seeking a dynamic and customer-focused Relationship Manager to build and maintain strong client relationships, ensure customer satisfaction, and drive business growth. The ideal candidate will have excellent communication skills, a proactive approach to problem-solving, and the ability to identify opportunities for upselling and cross-selling. Key Responsibilities: Develop and nurture long-term relationships with clients to ensure trust and loyalty. Understand client needs and provide appropriate solutions or services. Act as the primary point of contact for client queries, concerns, and escalations. Maintain regular communication with clients through calls, meetings, and emails. Identify new business opportunities within existing accounts. Collaborate with internal teams to ensure smooth service delivery. Prepare reports on account status and client feedback. Requirements: Bachelor’s degree in Business Administration, Marketing, or related field. Proven experience as a Relationship Manager, Account Manager, or in customer-facing roles. Strong interpersonal, negotiation, and communication skills. Ability to manage multiple accounts and meet deadlines. Proficiency in MS Office and CRM software. Salary: Competitive + Incentives + Benefits Job Type: Full-time Pay: ₹18,258.08 - ₹40,000.00 per month Experience: Relationship manager: 1 year (Preferred) Work Location: In person

Job Description – Relationship Manager/Senior Relationship Manager Job Purpose : To maximize the sales of a company's goods or services by making powerful and successful sales presentations in different settings to crack profitable deals and referrals also identifying new markets and business opportunities thereby achieve sales targets. Job Responsibility : 1. Independently achieve stretched targets in a result-focused environment. 2. To identify potential customers, create and close new business opportunities in line with the strategic direction of the company. 3. Ensure member acquisition targets are achieved as per the company norms through different sources. 4. To build and maintain strong client relationships by effectively handlings objections/cancellations thus ensuring a high level of customer service are met always. 5. Ensure member is updated on all the recent updates from the organization. 6. To prepare sales proposals for prospective clients. 7. Regular liaison sales/Pre-sales and member relations department. 8. Identifying new markets and business opportunities thereby providing unexplored avenues. Skill Required : Possess the ability to perform independently. Applicant must enjoy working in a fast-paced environment and be able to thrive under pressure. Should possess sound knowledge about the local market and local language. Possess strong communication skills. What is in it for you? Grooming and Development as a sales person Developing competencies by dealing with High Profile Customers Creating Value proposition for customers selling them holiday memberships High Earning potential through Incentives Defined Career Growth path Regular Skill enhancement programmes Job Type: Full-time Pay: ₹40,000.00 - ₹45,000.00 per month Language: English (Required) Local language (Required) License/Certification: Driving Licence (Required) Willingness to travel: 25% (Required) Work Location: In person

Looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.

Job Description: Relationship Manager – Platinum Business Banking Location: Behror, Fatehnagar, Kotputli, Shahpura, Thanagazi Department: Business Banking – Platinum Segment Position: Relationship Manager (RM) About AU Small Finance Bank AU Small Finance Bank is one of India’s fastest-growing retail banks, catering to the needs of individuals and businesses with innovative financial solutions. With our Platinum Business Banking vertical, we are committed to delivering premium banking services, ensuring growth and convenience for entrepreneurs, professionals, and business owners. Role Summary: The Relationship Manager – Platinum Business Banking will be responsible for managing and growing a portfolio of high-value business clients. The role involves developing strong relationships, offering customized banking solutions, ensuring client satisfaction, and driving revenue growth through cross-selling and new business acquisition. Key Responsibilities: Acquire, nurture, and manage relationships with high-value business customers under the Platinum segment. Identify and understand clients’ financial needs to provide customized solutions across liabilities, assets, trade, insurance, and investment products. Ensure portfolio growth through client retention, upselling, and cross-selling of AU Bank’s products. Deliver superior customer service and act as a trusted advisor to clients. Work closely with internal stakeholders (credit, operations, product teams) to ensure seamless service delivery. Monitor client accounts, ensure compliance with KYC, AML, and regulatory requirements. Drive revenue targets by generating business across CASA, trade finance, lending, and insurance. Stay updated with market trends, competitor offerings, and client industry dynamics. Key Deliverables (KRA): Achievement of business targets (CASA, assets, trade, cross-sell). Growth in portfolio value and profitability. High client engagement and satisfaction scores. Zero tolerance on compliance and risk parameters. Acquisition of new-to-bank (NTB) business clients in the Platinum segment. Skills & Competencies: Strong understanding of business banking products & services (CASA, OD/CC, Term Loans, Trade, Treasury, Insurance, Investments). Excellent communication, interpersonal, and relationship-building skills. Strong negotiation and client handling skills. Ability to analyze financial statements and assess business requirements. Customer-first mindset with problem-solving ability. Result-oriented and self-motivated with strong execution skills. Qualifications & Experience: Graduate/MBA or equivalent degree in Finance/Commerce/Business. 3–7 years of experience in business banking/SME banking/relationship management with exposure to high-value clients. Proven track record of managing and growing a business client portfolio. Knowledge of local market and network of business contacts will be an added advantage. Why Join AU Bank? Work with one of India’s most trusted and fastest-growing banks. Opportunity to manage premium business clients and drive financial growth. Competitive compensation with attractive incentives. Growth-oriented career path in business banking. Job Types: Full-time, Permanent Pay: ₹35,000.00 - ₹40,000.00 per month

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

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, revenues & improve client stickiness - Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling - Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyse data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. to maintain contact with the customers - Attitude to service clients by providing them smooth and superior service delivery - Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work experience: - 08-18 years Relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

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

Job Role: Virtual Relationship Manager Company:- Kotak Mahindra Bank Location: Wagle Estate, Thane West Department: Customer Service / Sales Employment Type: Full-Time Payroll: Directly on Kotak Mahindra Bank's Payroll Experience: Banking Sales/BPO Sales (No Freshers) Gender: Male/Female Education: Graduate Age: 18-32 yrs Skills: Fluent English, Strong Sales & Math Skills Shift: 9:30 AM 6:30 PM (Day Shift) Salary: Up to 4 LPA + ( 35K Monthly Incentives) Note:- No gaps over 6 months allowed Contact for Application: To schedule your interview Call or send your CV through WhatsApp Contact Us:- HR Dhanashri:- 7796426785

Were Hiring: B2B Sales Manager Kotak Life Insurance Interested Candidates can contact us on 9969675967 Location: [Vijaywada & Panipat] Job Type: Full-time Qualification: Any Graduate Experience: Minimum 2 years in Sales About the Role Are you a go-getter with a knack for building strong relationships? At Kotak Life Insurance, were looking for a dynamic B2B Sales Manager to be the bridge between our Relationship Managers (RMs) and customers. Your mission: maintain strong professional bonds with RMs, get quality customer leads, and offer them the best Credit Life Insurance solutions. Key Responsibilities: Build & maintain strong relations with Relationship Managers (RMs) Leverage RM connections to generate qualified leads Meet customers to explain and sell our life insurance products Achieve sales targets while delivering exceptional customer service What's in it for you? Attractive Fixed CTC Travel Allowance Performance Bonuses Growth opportunities in one of Indias leading life insurance companies Who Should Apply? Experienced sales professionals Excellent communication & relationship-building skills Goal-oriented mindset with a customer-first approach Apply Now and be part of a team that protects dreams and builds financial security!

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship building skills with both internal departments and external parties. Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, revenues & improve client stickiness - Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling - Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. to maintain contact with the customers - Attitude to service clients by providing them smooth and superior service delivery - Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work experience: - 08-18 years Relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

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

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

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

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

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

We are seeking a skilled Relationship Manager specializing in micro mortgages to join our team. The ideal candidate will have a strong background in the BFSI industry and a proven ability to manage client relationships, identify new business opportunities, and drive sales revenue. This role is crucial for ensuring timely EMI payments and maintaining a healthy portfolio. Roles and Responsibilities Client Relationship Management: Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Maintain accurate records of client interactions and transactions. Business Development & Sales: Identify new business opportunities through networking and referrals . Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaboration & Problem-Solving: Collaborate with internal teams to resolve customer queries and issues promptly. Utilize strong analytical and problem-solving skills to address client concerns. Job Requirements Professional experience in the BFSI industry , preferably in micro mortgages . Strong knowledge of financial products and services related to micro mortgages. Excellent communication and interpersonal skills . Ability to work independently and as part of a team. Familiarity with banking regulations and compliance requirements .

We are seeking a skilled Relationship Manager specializing in micro mortgages to join our team. The ideal candidate will have a strong background in the BFSI industry and a proven ability to manage client relationships, identify new business opportunities, and drive sales revenue. This role is crucial for ensuring timely EMI payments and maintaining a healthy portfolio. Roles and Responsibilities Client Relationship Management: Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Maintain accurate records of client interactions and transactions. Business Development & Sales: Identify new business opportunities through networking and referrals . Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaboration & Problem-Solving: Collaborate with internal teams to resolve customer queries and issues promptly. Utilize strong analytical and problem-solving skills to address client concerns. Job Requirements Professional experience in the BFSI industry , preferably in micro mortgages . Strong knowledge of financial products and services related to micro mortgages. Excellent communication and interpersonal skills . Ability to work independently and as part of a team. Familiarity with banking regulations and compliance requirements .

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship building skills with both internal departments and external parties. Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, revenues & improve client stickiness - Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling - Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. to maintain contact with the customers - Attitude to service clients by providing them smooth and superior service delivery - Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work experience: - 08-18 years Relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Group Company: Edelweiss Life Insurance Company Limited Designation: Relationship Manager - Web Sales Office Location: Mumbai_Kohinoor 06 (CC) Mumbai (000758) Years of experience: 1 to 3 Salary Range: INR to (Annual) Position description: Please Click here to view the Job Proposition Job Purpose: To assist customers on their requirement and to provide best suitable solution. Need to generate business opportunity for upselling and cross selling the products by building positive relationship with customers. **************************Key ResponsibilitiesResponsibilities •To create and enforce plans that will help meet the needs of customers •To maintain good relationships with customers so that the business can maximize the value of those relationships•To understand the requirements and needs of customers and identify ways to address those needs •To achieved monthly target consistently•Ability to work well with others and being a strong team player•Must be self-motivated, flexible and able to manage several jobs at one time •Problem-solving attitude ************************** Specific Authorities( Financial & Non Financial): NA ************************** Key Performance Indicators: •Completing of goal sheet targets in defined period along with adherence of quality parameters 100%•No of policies Target achievement – 100%•Premium target achievement -100%•Quality process adherence – 100% ************************** Job Requirements: Qualifications: Graduate/HSC Experience: 1 to 3 years’ experience in online sales & insurance Functional Competencies Product knowledge & Customer Communication Understanding of all internal processes Process and system knowledge Communication skills Behavioral Competencies •Customer centricity•Execution Excellence•Collaboration ************************** Key Interactions Internal : Nature or purpose of interaction Quality Team: To take continuous feedback from quality on areas of improvementWeb operation team: Coordination for customer servicing request External: Nature or purpose of interaction Customers: To assist customers on requirement and provide best suitable solutionsCampaign manager: To share customer testimonials for improving lead quality ************************** Additional Responsibilities: Reporting Team Reporting Designation: Tele Calling Manager (700418) Reporting Department: Web Sales (000610) Educational qualifications preferred Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: Role: Years of experience: Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation:

Role:- Relationship Manager/ Sr.Relationship Manager Job location:- Mumbai, Pune, Delhi/NCR Education: Graduation/ Post Graduate or MBA from a reputed University / Institute Function: Agency Channel Eligibility: 2 - 3 years of relevant experience Main Priorities: Building an active team of Advisers through quality recruitment Sales call planning Analysis of territory opportunities, strategies for effective territory coverage, customer research, identifying, prospecting and classifying customer on the basis of socio economic and cultural factors, dealing with diverse customer profiles. Achieving sales targets as per budget. Development of professional Standards in the adviser team by regularly training them on product and sales processes Coordinate, monitor and review the sales efforts of the advisor team. Distribution of responsibility pertaining to the clients & prospective clients between advisers Comprehensive knowledge of the company's and competitors products Market feedback Key Responsibilities Key Outputs: Meeting the Sales targets for the team/ Branch Development of a high performing Adviser team with low attrition rates Knowledge and Skill development of Advisers Number of active members in the team Team size and Licensing of Advisers Relationships: Internal: Branch Manager Branch Operations Coordinator Adviser team HR Sales Training Other Branch Team members External: Prospective customers Policy holders Service Providers, as and when required Decision Making Authority: The role-holder would have day to day responsibility of driving business through team of Advisers Competencies: Team Leading and Management Capability To set clear targets and provide appropriate feedback to advisers on progress leading to development of motivated and dedicated team of Advisers. Work closely with the advisers, colleagues and internal resources to deliver value and be a key influence in what will be a fast-growing team environment. Initiative & Innovation Is proactive, depending on business needs manages things and situations independently, does not require follow up. Thinks outside the box and always strives to look at things in new ways. Planning & Organising Maintains effective information relating to advisers and team performance. Is systematic in his/ her approach to work and does and ensures things are done right on time, the first time. Ability to perform under stress Can adhere to timelines without compromising on quality of work. Maintains high energy levels and a positive outlook over long period. Persistent in challenging conditions. Business awareness Has good up to date knowledge of Aviva & competitor products. Pays attention to detail without losing sight of the bigger picture. Qualifications & Key Skills MBA with 0-3 Yrs experience. Have the ability to manage and lead a team of advisors to deliver targets across whole product range within agreed timelines Excellent selling skills Skills in leadership, interpersonal communication, good presentation & liaising skills and problem-solving capability. Aptitude for financial numbers Coaching and developing skills Should be very good in verbal & written communication. Should be comfortable in tech & application usage. Local candidates will be given additional points. Preference: Immediate joiner Why Aviva Dynamic and collaborative team in a supportive and innovative work environment. Opportunities for professional growth and development. Competitive compensation and benefits package. Be a part of shaping the future of insurance in Uttarakhand Insurance for all by 2047”. Wikipedia link: - https://en.wikipedia.org/wiki/Aviva Aviva Fortune 500 Company: - https://fortune.com/company/aviva/global500/ Website: - https://www.avivaindia.com/ HR Spoc LinkedIn: - https://www.linkedin.com/in/aryan-raj-76247175/ Head office: - Aviva India (HO), 401A, 4th Floor, Dlf Cyber Park, Phase II, Block A, Sector 20, Gurugram, Haryana 122002

We are seeking a skilled Relationship Manager specializing in micro mortgages to join our team. The ideal candidate will have a strong background in the BFSI industry and a proven ability to manage client relationships, identify new business opportunities, and drive sales revenue. This role is crucial for ensuring timely EMI payments and maintaining a healthy portfolio. Roles and Responsibilities Client Relationship Management: Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Maintain accurate records of client interactions and transactions. Business Development & Sales: Identify new business opportunities through networking and referrals . Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaboration & Problem-Solving: Collaborate with internal teams to resolve customer queries and issues promptly. Utilize strong analytical and problem-solving skills to address client concerns. Job Requirements Professional experience in the BFSI industry , preferably in micro mortgages . Strong knowledge of financial products and services related to micro mortgages. Excellent communication and interpersonal skills . Ability to work independently and as part of a team. Familiarity with banking regulations and compliance requirements .