284 Relationship Officer Jobs - Page 2

Role & responsibilities We are seeking a driven and customer-focused Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, portfolio management and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets. Preferred candidate profile Acquire new-to-bank customers through personal efforts and acquisition channels. Manage and expand existing portfolio. Provide exceptional customer service and support to existing clients, addressing their queri...

Greetings!!! From Aspire ERP Hiring Partner for MNC LIFE INSURANCE CO.LTD COMPANY NAME : MNC LIFE INSURANCE DESIGNATION : RELATIONSHIP MANAGER Channel : Banccassurance EXP : Required 2+ Yrs Exp in sales / Banking Sales For Apply Call on 7207440491Email on aspirebfsi15@gmail.com JOB PROFILE: HANDLING WALKIN CUSTOMERS OF THE BANK Responsible in handling Bank Revenue Generation for Insurance vertical whole channel relationship management between hdfc LIFE INSURANCE AND hdfc bank. Building Relationship with Bank Employees and utilising data of HNI AND POTENTIAL Customers of the bank and generating leads from the walk-in customers. Drive the Life insurance business from company data base Loan cus...

ROLES & RESPONSIBILITIES: - 1. 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 (Central...

Profile : Relationship Manager: *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971

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 f...

Hello, We have urgent openings for the position of RO (Relationship Officer) and RM(Relationship Manager) with one of the well known Microfinance Company for Mumbai Location. 1.Position (MSME Dept) -- Relationship Officer (RO) No of Openings- Multiple Minimum Qualification - --12th & Graduate WORK EXPERIENCE --- Between 1-2 years & fresher may also apply SALARY ---As per Market Standards Location ---Kalyan,Karjat,Nahur,Jogeshwari, Panve, Malad, Mankhurd, Chembur, GTB Nagar, Kalwa, Dombivali, Titwala, Ulhasnagar, Badlapur 2. Position (MSME LAP Dept) Relationship Manager(RM) No of Openings- Multiple Location:- Kalyan, Karjat, Panvel Experience- 2 to 4 Years Perferefed :- candidate should be in...

* Partial Leads 50%will given by company (Head office) * Appointments are fixed by company itself * Meeting customer directly and trying to close the business * Maintain long term relationship with customers. Required Candidate profile Desired Candidate Profile • Must have Minimum 1 Year Experience in Insurance/Banking/ Any sales. • Must be a Graduate. • Within 40years of age.

* Partial Leads 50%will given by company (Head office) * Appointments are fixed by company itself * Meeting customer directly and trying to close the business * Maintain long term relationship with customers. Required Candidate profile Desired Candidate Profile • Must have Minimum 1 Year Experience in Insurance/Banking/ Any sales. • Must be a Graduate. • Within 40years of age.

Build long term relationship with the bank staff and Generate Revenue by getting business from leads generated through assigned Bank Leads will be provide Sell Life insurance products through the assigned Bank branches Min 1yr in bfsi /fresher

Build long term relationship with the bank staff and Generate Revenue by getting business from leads generated through assigned Bank Leads will be provide Sell Life insurance products through the assigned Bank branches Min 1yr in bfsi /fresher

Build long term relationship with the bank staff and Generate Revenue by getting business from leads generated through assigned Bank Leads will be provide Sell Life insurance products through the assigned Bank branches Min 1yr in bfsi /fresher

* Partial Leads 50%will given by company (Head office) * Appointments are fixed by company itself * Meeting customer directly and trying to close the business * Maintain long term relationship with customers. Required Candidate profile -Age between 23 - 37 yrs -At least 3 year of Sales experience in Insurance or Banking Sector -Good Communication Skill

* Partial Leads 50%will given by company (Head office) * Appointments are fixed by company itself * Meeting customer directly and trying to close the business * Maintain long term relationship with customers. Required Candidate profile -Age between 23 - 37 yrs -At least 3 year of Sales experience in Insurance or Banking Sector -Good Communication Skill

Drive sales of insurance products by engaging with bank customers and branch teams Work closely with bank branch staff to generate leads and referrals Achieve assigned sales targets Cross-sell and upsell suitable insurance products to customers Required Candidate profile Any Graduates Age upto 32 Min 1 yr exp in Banking/ Insurance sales Excellent communication and interpersonal skills

Drive sales of insurance products by engaging with bank customers and branch teams Work closely with bank branch staff to generate leads and referrals Achieve assigned sales targets Cross-sell and upsell suitable insurance products to customers Required Candidate profile Any Graduates Age upto 32 Min 1 yr exp in Banking/ Insurance sales Excellent communication and interpersonal skills

Drive sales of insurance products by engaging with bank customers and branch teams Work closely with bank branch staff to generate leads and referrals Achieve assigned sales targets Cross-sell and upsell suitable insurance products to customers Required Candidate profile Any Graduates Age upto 32 Min 1 yr exp in Banking/ Insurance sales Excellent communication and interpersonal skills

Generate Revenue by getting business from leads generated through assigned 4-5 banks Build a good customer base in order to cross-sell & up-sell Build long term relationship with the bank staff Required Candidate profile Graduation is Mandatory Must have min 1 year experience in Banking or Insurance Sales Age limit is 35 years Good Communication Skills Should be good at creating and maintaining Relationships

Generate Revenue by getting business from leads generated through assigned 4-5 banks Build a good customer base in order to cross-sell & up-sell Build long term relationship with the bank staff Required Candidate profile Graduation is Mandatory Must have min 1 year experience in Banking or Insurance Sales Age limit is 35 years Good Communication Skills Should be good at creating and maintaining Relationships

Generate Revenue by getting business from leads generated through assigned 4-5 banks Build a good customer base in order to cross-sell & up-sell Build long term relationship with the bank staff Required Candidate profile Graduation is Mandatory Must have min 1 year experience in Banking or Insurance Sales Age limit is 35 years Good Communication Skills Should be good at creating and maintaining Relationships

1.Drive life insurance sales through bank branches. 2.Build strong relationships with bank staff, generate leads, meet customers, explain products, and achieve targets. 3.Ensure smooth policy issuance and provide post-sales support. Perks and benefits Performance Based Incentives 4k Allowances PM

1.Drive life insurance sales through bank branches. 2.Build strong relationships with bank staff, generate leads, meet customers, explain products, and achieve targets. 3.Ensure smooth policy issuance and provide post-sales support. Perks and benefits Performance Based Incentives 4k Allowances PM

1.Drive life insurance sales through bank branches. 2.Build strong relationships with bank staff, generate leads, meet customers, explain products, and achieve targets. 3.Ensure smooth policy issuance and provide post-sales support. Perks and benefits Performance Based Incentives 4k Allowances PM

* Call and Fix Appointment with Customer * Meeting customer directly and trying to close the business * Maintain long term relationship with customers.

* Call and Fix Appointment with Customer * Meeting customer directly and trying to close the business * Maintain long term relationship with customers.

* Call and Fix Appointment with Customer * Meeting customer directly and trying to close the business * Maintain long term relationship with customers.