104 Relationship Officer Jobs - Page 2

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)

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)

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing Relationship Manager - Wealth Management/ Pvt Banker

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing Relationship Manager - Wealth Management/ Pvt Banker

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing Relationship Manager - Wealth Management/ Pvt Banker

Roles and Responsibilities Identify potential customers for Home loans and cross-sell relevant products. Develop strong relationships with existing clients to increase repeat business and referrals. Conduct field visits to meet new prospects, understand their financial needs, and provide tailored loan solutions. Collaborate with internal teams to resolve customer queries and issues related to loan disbursement. Meet sales targets by acquiring new customers and increasing revenue growth.

Job description Role & responsibilities Acquire new Housing Loans (HL) Secured home loans customers from open market / cross sell to existing customers. Lead Generation - Identify quality leads from existing customer base /open market by conducting various events and activities. Assessment of leads - Evaluate the leads generated by analyzing credit histories & property evaluation by adhering to internal and external regulations Monitor installment payments and collections of customers Deepen relationship with the existing customers by cross-selling Ujjivans products as per the profile & need of the customers Preferred candidate profile Minimum 1 Year or above experience required in Home Loan product sales. (Home Loan, HL, LAP, Housing Finance, Home Finance, Cross Sales ) Interested Can Share you updated resume on shashank.gaikwad@ujjivan.com or shubhangi.bhawale970@ujjivan.com

Roles and Responsibilities Identify potential customers for Home loans and cross-sell relevant products. Develop strong relationships with existing clients to increase repeat business and referrals. Conduct field visits to meet new prospects, understand their financial needs, and provide tailored loan solutions. Collaborate with internal teams to resolve customer queries and issues related to loan disbursement. Meet sales targets by acquiring new customers and increasing revenue growth.

Job Role: Relationship Manager Location: Bangalore & Hyderabad Product: CASA & Branch Banking Interested candidates can share there resume by mail & whatsapp hr10@worldotalent.com & 9915616882

Sales Officer - Home Loans with leading Bank Direct sales of Home loans and is a field sales job Achieve monthly sales targets CTC: 2 - 3 Lakhs + incentives Send CV to bookmark.hr@gmail.com Call Arathy - 8089020225 to arrange interview Required Candidate profile Graduates with minimum 6 months of sales experience can apply . Note : Only male candidates should apply CTC offered : 2.25 - 3 lakhs + incentives Reporting to AM .

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)

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

JOB DESCRIPTION Follow verification policy adhere to banking policies, procedures and regulatory requirements . Updating all the systems as per the call with the customer. Achieve given targets on monthly basis. Meeting the KPI Targets set in term of card acquisition Contact potential and existing customer via phone to introduce and promote banking products. Understand the customer needs and recommend suitable banking solutions. Cross-sell and upsell products to maximize revenue opportunities. Processing of the request or offer given to the customer. Handling of all customer issues and resolve the same at the earliest and highlight them to the TL. Maintaining all records of the approval, requests and reports handled. Build and maintain strong relationships with customer. Handle customer inquiries and provide detailed information about product services Address customer concerns and resolve complaints efficiently . Compilation of daily and monthly reports and MIS for the team. Has strong Sales and customer focus and ability to think creatively and work under pressure. Ensure to meet 100% on control parameters and policy set by the bank audit team. Operate in a call center environment. Interaction with Team Leader, Product Manager and Inbound / Outbound Management for action and follow up. Recommendations to management for process improvement through root cause analysis of problems and recommendations for product / process / procedural changes. Real-time crisis management, ownership and problem resolution. Resolve working issues within the team as well as between tele sales and other units. Resolve customer related issues. Conducting appraisal performance / MBO reviews for self. Position quota decision in lead generation and adjustments to accommodate changes in process. Required to make decision on any matter relating to improving leads and customer satisfaction. Required: University Graduate. Excellent people management skills. 1-2 years experience in similar work environment. Preferably has a practical marketing background. Has strong Sales and customer focus and ability to think creatively and work under pressure. Excellent presentation skills. Good team player with result driven attitude. Business sensitive. Has analytical and computer skills. Adaptable and versatile.

Job Purpose To achieve monthly KPIs assigned To maintain standard performance to achieve top productivity and efficiency from systems as well as the product campaigns. To ensure that all telesales activities are directed to meeting sales targets. To ensure assigned card acquisition monthly targets are achieved To ensure that there is no miss selling Adherence to discipline and punctuality Constant follow up with the customer. Attending Daily team huddles & keeps up to team commitments. Monitor personal performance and align strategies to improve sales out comes.• Dimensions Operating Budget Key Result Areas Follow verification policy adhere to banking policies, procedures and regulatory requirements . Updating all the systems as per the call with the customer. Achieve given targets on monthly basis. Meeting the KPI Targets set in term of card acquisition Contact potential and existing customer via phone to introduce and promote banking products. Understand the customer needs and recommend suitable banking solutions. Cross-sell and upsell products to maximize revenue opportunities. Processing of the request or offer given to the customer. Handling of all customer issues and resolve the same at the earliest and highlight them to the TL. Maintaining all records of the approval, requests and reports handled. Build and maintain strong relationships with customer. Handle customer inquiries and provide detailed information about product services Address customer concerns and resolve complaints efficiently . Compilation of daily and monthly reports and MIS for the team. Has strong Sales and customer focus and ability to think creatively and work under pressure. Ensure to meet 100% on control parameters and policy set by the bank audit team. Operating Environment, Framework and Boundaries, Working Relationships Operate in a call center environment. Interaction with Team Leader, Product Manager and Inbound / Outbound Management for action and follow up. Problem Solving Recommendations to management for process improvement through root cause analysis of problems and recommendations for product / process / procedural changes. Real-time crisis management, ownership and problem resolution. Resolve working issues within the team as well as between telesales and other units. Resolve customer related issues. Decision Making Authority & Responsibility Conducting appraisal performance / MBO reviews for self. Position quota decision in lead generation and adjustments to accommodate changes in process. Required to make decision on any matter relating to improving leads and customer satisfaction. Knowledge, Skills and Experience University Graduate. Excellent people management skills. 1-2 years experience in similar work environment. Preferably has a practical marketing background. Has strong Sales and customer focus and ability to think creatively and work under pressure. Excellent presentation skills. Good team player with result driven attitude. Business sensitive. Has analytical and computer skills. Adaptable and versatile.

Job Title: Business Development Officer Department: Retail Banking Credit Cards Location: Call Center Environment Reporting To: Team Leader Job Summary: We are looking for a motivated and target-driven individual to join our telesales team as a Business Development Officer. The main goal is to promote and sell credit cards over the phone, meet monthly sales targets, and ensure excellent customer service. Key Responsibilities: Call potential and existing customers to sell credit cards Meet monthly sales and performance targets Understand customer needs and recommend suitable products Update systems with accurate customer information Handle customer queries and resolve issues quickly Attend daily team meetings and follow up on leads Maintain proper documentation and reports Ensure compliance with bank policies and procedures Requirements: Bachelors degree 1–2 years of sales or telesales experience preferred Good communication and selling skills Customer-focused with a positive attitude Basic computer knowledge

Hi, we are hiring. Location: Bangalore(HSR Layout) Role & responsibilities 1. Advisory to startups and businesses on compliances and how to setup there businesses. 2. Coordinating with experts and management whenever it is required. 3. Supervising of converted clients and make sure what work is promised is delivered and enhancing our online reviews and ratings. 4. Need to have sales tactics and convert clients through attractive offers 5. Periodical reporting of operations and sales performance. Preferred candidate profile 1. Basic English, Kannada, and Hindi known candidates - Both written and oral. 2. Practical thinker and enthusiastic to help businesses. 3. Preferably who has finished his degree in Accounts, like B.COM / M.COM, etc.. 4. Even an MBA / BBA candidate also fits in our organization. If anyone Interested Please Contact me E Mail: srikanth.xms@gmail.com/8919869111

Relationship Officer - Banking Products | Remote Work Model: Remote (India) Shift: 10:00 AM - 07:00 PM IST Experience: 1-3 years Job Purpose Achieve monthly KPIs and assigned sales targets. Maintain high productivity and efficiency in telesales activities. Ensure no mis-selling and maintain adherence to discipline and punctuality. Continuously follow up with customers to close sales effectively. Participate in daily team huddles and meet team commitments. Key Responsibilities Follow verification policies and comply with banking procedures/regulations. Update systems based on customer interactions. Meet KPI targets, including card acquisition goals. Promote banking products through calls and understand customer needs to recommend solutions. Cross-sell and upsell products to maximize revenue. Handle customer inquiries, concerns, and resolve complaints promptly. Maintain accurate records of approvals, requests, and reports. Compile daily/monthly team reports and MIS. Skills & Knowledge Strong sales focus and ability to think creatively under pressure. Excellent people management and communication skills. Analytical and adaptable, with computer proficiency. Team-oriented with a result-driven attitude. Ideal Candidate Profile 1-3 years in telesales or a similar environment. Ability to manage customer issues and provide effective solutions.

We are Hiring for Home loan & Lap sales Two wheeler is must Interested for field sales Experience in Home loan & Lap Candidate will be preferred Locations:- New Delhi, Burari, Bhogal, Narina, Noida, Badarpur, Mundaka, Faridabad, Preet Vihar, Uttar Pradesh, Meerut, Agra, Ayodhya, Haridwar, Roorkee, Dehradun, Gujarat, Ahmedabad, Surat, Rajkot, Gandhidham, Junagadh Role & responsibilities 1. Front-end interaction, field travel and Customer interface 2. Recommending apt home loan product /solution and showcasing benefits 3. Regular interaction with the customers through group meetings, site promotions, in office meetings and presentations 4. Attending to walk ins into branches & visiting clients at their place 5. Executing Branding / Marketing activities in the catchment area 6. Spearheading Documentation 7. Lead generation in the catchment areas 8. 0-12 MOB and even 13-24 MOB or more bounce cases collections with focus and efforts on 100% collections efficiency. It will be communicated to employee as per requirement of the organization from time to time. 9. Focus on digitization and support all the initiatives related to sales and even other processes digitization. 10. Cash management to be done as per SHDFC policy with full integrity. 11. Focus on overall performance by keeping branch balance score card into mind and ensure the support and contribution to have overall performance. 12. To create new DSAs and if required manage the existing relationships of DSAs / Corporate DSAs / Lead Partners This will be communicated and advised basis requirement of business by your seniors / HOD. 13. Affordable housing builders / brokers tie-ups and manage the relationship to generate quality home loan leads. 14. Meeting with clients, advising and showcasing our products and benefits to the customers thereof. Thanks & Regards Yogesh.yadav1@shubham.co Yogesh Yadav / HR 9315110951

Incorporated in 2007, Canara HSBC Life Insurance Company Limited is a joint venture promoted by Canara Bank (51%) and HSBC Insurance (Asia Pacific) Holdings Limited (26%). Punjab National Bank is also a shareholder of the Company, holding 23% as an i Required Candidate profile The primary objective is to collaborate proactively with Bancassurance channel partners Domain: In Life insurance 1 years of exp is mandatory also exp in IRDAI quires:9604325226/devyani@peshr.com

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)

Greetings from Teamware Solutions!! We are hiring for Top Banking Client Role: Relationship Officer (Credit card) Location: Remote Exp: 1-5 Years Notice Period: Immediate joiners preferred Apply to saikeertana.r@twsol.com with your updated resume Job Objective: To achieve the monthly KPIs assigned in alignment with the campaign/product objectives To drive productivity, efficiency and conversion ratios from the calling database provided To ensure complete and accurate information is provided to the customer & zero mis-selling To ensure appropriate follow-up with customers and maintain persistence To consistently attend daily huddle and maintain adequate levels of communication with TL/Managers To self-monitor conversion and revenue generated to strategize better

Profile :: RO/SRO/RM Location : Bangalore (MG Road , Jayanagar , Whitefield ) Salary - Upto 3.25LPA Age - 35- 40 Yrs JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner with Life Insurance Products & Solutions.KEY RESPONSIBILITIES: Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance.

Hiring for the role of Sales Officer in a Leading Bank . Product: Loans Field sales job Minimum 6 month experience in any field sales Freshers can also apply Apply for this job call immediately on 9592809025

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)

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)