190 Relationship Officer Jobs

We are hiring Relationship Officers for our growing team in Lucknow. If you are ambitious, customer-focused, and eager to build a rewarding career in sales & finance, this is the right platform for you. Freshers with good communication skills are also welcome to apply. Job Title: Relationship Officer Location: Lucknow, Prayagraj, Agra , Bijnor , Moradabad . Products: Loan & Financial Products Job Profile: Identify and convert sales opportunities Knowledge of loan products & processing Good communication & customer handling skills Local language required, English an advantage Customer-focused, presentable, quick learner Candidate Profile: Graduate (any stream), Age: 1835 years Experience: 03 years (Freshers can apply) Sales/finance experience preferred Two-wheeler preferred Salary & Benefits: Salary: No bar for experienced candidates Incentives + EPF + ESI + Insurance HR Contact: Vastavikta Srivastava (WhatsApp only: 8005337907)

Relationship Manager Tele Sales Role: We are looking for Relationship Managers Tele Sales who believe in and maintain long-term relationship with Micro, Medium and Small Enterprise customers and go an extra mile in on-boarding new customers and retaining old ones. Key Tasks: To work as part of the team engaged in loan processing of applications received through channel partners. Own and manage end to end loan origination process from sourcing to disbursal. Understand client requirements, gather relevant information, and process the application. Keep client experience paramount. Be prompt in connecting with the customer, be responsive during the processing of a case. Appraisal of loan application on various parameters. Ensure quality of business i.e. all credit parameters to be met while loan processing. Work within the laid down framework and ensure 100% compliance. Coordinate with documentation executives for relevant documentation and acknowledgement. The role involves regular coordination with Credit Risk, Quality check and Operations team in the journey of loan application from sourcing to disbursal. Calling the customer and letting them understand the loan procedure from lead to disbursal Timely completion of tasks assigned for the day. Meet the TAT benchmarks on loan processing. Be an advisor to the client. Great Fit: Fresher with excellent communication skills and from finance background (Masters in Finance/B. Com) 6 months to 1 year of experience from financial services (Banks/NBFC) in sales, managing the entire journey of the customer from lead generation till disbursement. Hands-on selling services to customers. Maintain regular and reliable work attendance Excited to earn incentives.

Urgently Hiring Position: Relationship Manager Product: Home Loan & LAP Location: Chennai Interested candidate can share there resume by mail & Whatsapp hr10@worldotalent.com & 9915616882

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Dhanashri : 7796426785

Job Title: Digital Client Acquisition Hiring at JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat Account Opening) Experience:Freshers can apply /Min 6 months Outbound Sales (BPO/Banking/Insurance) Languages: English + Hindi Education: HSC or Graduate Salary: 17K-25K Net + Incentives (up to 70K) Shift: 9AM7PM | 6 Days Working) How to Apply: To schedule an interview, please contact HR Dhanashri at 7796426785 via call or WhatsApp and send your CV.

We have openings in ICICI prudential life insurance for multiple channels Banca,agency ,direct channel Ctc max _3.60 lpa+30 k reminsument Age max -30 Any cross selling aur sales experience required Orange.chd.nidhi@gmail.com Share cv 7018514644

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Dhanashri : 7796426785

• Achieve sales targets from 2-3 assigned bank branches • Promote bank staff incentive programs • Develop new markets as per company strategy • Build strong customer base for cross-sell & up-sell

Roles & Responsibilities: Acquire and manage Affluent & Super Affluent clients using existing networks. Maintain strong client relationships and grow AUM. Provide investment advice and manage clients' financial portfolios. Identify and onboard new high-net-worth clients. Stay updated on market trends and recommend suitable investments. Coordinate with product/research teams for portfolio decisions. Organize and participate in seminars and business development events. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Dhanashri : 7796426785

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Dhanashri : 7796426785

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Job Description: Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ Renewals Job Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred, and Own Conveyance is must Contact - 9810965488

Product: CASA + Retail Liabilities Interested candidates can share there resume by mail & whatsapp hr10@worldotalent.com & 9915616882

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

Interview location: Dehradun Job Location : Dehradun, Rudrapur, Muzaffarnagar, Haridwar, Haldwani, Bijnor, Meerut ... ** Note: Mention Monika Sharma on top of your CV. About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering banks products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organizations requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Banks retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of banks products. Promoting banks products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of banks products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

As a Relationship Officer, you will be responsible for developing and maintaining relationships with clients. Your primary goal will be to understand the needs of clients and provide them with appropriate solutions to meet those needs. You should have a minimum of 0-4 years of relevant experience in a similar role. Strong communication skills, both verbal and written, are essential for this position. Additionally, a customer-focused approach and the ability to work well in a team are important qualities for success as a Relationship Officer. You will need to have a good understanding of financial products and services in order to effectively advise clients. Attention to detail, problem-solving abilities, and a proactive attitude will also be beneficial in this role. If you are a self-motivated individual with a passion for building relationships and helping clients achieve their financial goals, then this opportunity as a Relationship Officer may be the perfect fit for you.,

As a Relationship Officer, you will be responsible for building and maintaining relationships with clients in a professional manner. You will need to possess a degree in any field and the role is open for male candidates only. Freshers are encouraged to apply, specifically graduates from the years 2022, 2023, and 2024. The job offers a competitive salary ranging from 16k to 19k along with attractive incentives. The work location for this position is all over Coimbatore & Chennai. This is a full-time and permanent job opportunity with day shift schedules. In this role, you will be required to communicate effectively with clients and provide them with the necessary information. Additionally, you will be expected to handle client inquiries and offer solutions to their needs. Furthermore, as a Relationship Officer, you will be entitled to benefits such as health insurance and provident fund. If you are interested in this position, please reach out to us at 8807482352 / 9442311214 or send your resume to sathyas24hr@gmail.com. Join our team as a Relationship Officer and embark on a rewarding career in client relationship management.,

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut: 7796426971

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut: 7796426971

This is permanent job on roles of the Banking Industry with fixed salary + high incentives. Be part of fastest growing digital sales channel in financial services industry.Freshers with communication skills also can apply Job Grade: Assistant Manager

We are hiring energetic and self-driven individuals for Sales Officer role in the Merchant Acquisition Business. Responsibilities : Identify and onboard merchants from the open market Promote and sell POS machines (Point of Sale) Achieve daily/monthly sales targets Ensure timely documentation and activation Maintain strong merchant relationships Who can apply : Any open market experience would be preferred Two-Wheeler is mandatory Must be graduated Interested candidates can share resume to badiginthala.ramana@indusind.com/9951524403. Regards, Team HR

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Sayali : 9158043197

Job Opening: Agency Development Manager Life Insurance Co. Ltd. Location: Agra, Kolkata, Patna, Bhubaneswar, Moradabad, Bareilly, Lucknow, Varanasi, Ghaziabad Salary: Up to 3.9 LPA + Reimbursements + Incentives (As per industry standards) Experience: Minimum 4 years in sales Job Responsibilities: Achieve Sales Targets Through: Recruiting and onboarding agents. Training and developing agents on a commission basis. Supervising the activity plans of all agents to ensure target achievement. Performance Management: Conduct weekly performance reviews (PRP) with agents. Update the Sales Management System with performance data. Agent Engagement: Promote and motivate agents for the Career Progression Program to encourage them to join the organization. Encourage agents to use the Agent Portal & CRM for effective customer management and cross-selling of products. Desired Candidate Profile: Experience: Minimum 4 years in sales . Key Attributes: Strong interpersonal skills with the ability to work with people. Entrepreneurial mindset and commercial focus. Results-driven approach. Maturity and confidence. Excellent communication skills. Stability: Stable past employment history. Networking: Well-connected in the local area with market knowledge and a proven sales track record. Education: Minimum graduate in any stream. How to Apply: Email: niyukti.nmc@gmail.com Contact: 9711522990 / 9990622996 (Javed) Take the next step in your insurance sales career with this exciting opportunity!