284 Relationship Officer Jobs - Page 3

* 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.

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 Ashwini : 9923656681

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

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...

ROLES & RESPONSIBILITIES: - 1.To Achieve pre budgeted monthly Sales of Minimum, 75 Demat A/C25 Margin of 25k accounts,2px of upfront revenue for the first year& 3x for subsequent year To have minimum daily 3 client meetings 1 branch visit and assigned branches To ensure Minimum 12 first Trade for the month. 2.To ensure rollout of all the promotional and contest programs effectively 3.Co-ordinate and conduct the monthly 4 training of Partners/bank employees 4.Supporting the channel partner on joint calls as per requirement 5.To reach out to allotted branches/POS as per the route plan 6.Responsible for Activating and upscaling the POS/Br. 7.Follow and submit the daily weekly and monthly MIS 8....

Key Responsibilities: Achieve sales targets from 23 assigned bank branches Promote bank staff incentive programs Develop new markets in line with company strategy Build and maintain strong customer relationships for cross-sell & up-sell Eligibility Criteria: Minimum 1 year of experience in Banking or Insurance sales Graduation is mandatory Age: Up to 34 years

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

ROLES & RESPONSIBILITIES: - 1.To Achieve pre budgeted monthly Sales of Minimum, 75 Demat A/C25 Margin of 25k accounts,2px of upfront revenue for the first year& 3x for subsequent year To have minimum daily 3 client meetings 1 branch visit and assigned branches To ensure Minimum 12 first Trade for the month. 2.To ensure rollout of all the promotional and contest programs effectively 3.Co-ordinate and conduct the monthly 4 training of Partners/bank employees 4.Supporting the channel partner on joint calls as per requirement 5.To reach out to allotted branches/POS as per the route plan 6.Responsible for Activating and upscaling the POS/Br. 7.Follow and submit the daily weekly and monthly MIS 8....

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

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...

Designation : Sales & Business Development Manager • Recruit Team of advisors • Generate business through and motivate & guide the team • Lead the team of advisors • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile - Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance sales - Graduation is mandatory - Good Communication skills - loacal from city - fresher's do not apply Perks and benefits health insurance , TA , ESIC , PF

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...

ROLES & RESPONSIBILITIES: - New client acquisition drive for opening new demat & trading accounts Working on Single interface system to make it vibrant Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Stay updated on market outlook and product knowledge. Preferred Candidate Profile: Graduate in any stream ( most preferred) Minimum 6 months of experience in a sales role, preferably in the stock market. Highly enthusiastic with a willingness to learn new things. Competitive, sales passionate and excellent communica...

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...

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...

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...

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...

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...

Job Title: Agency Channel Sales (Life & Health Insurance) Location: Bhopal, Pune, Nagpur, Vashi, Andheri, Haridwar, Shimla, Karnal, Bhatinda, Chandigarh, Hoshiarpur, Firozpur, Kashipur, Hisar, Rewari, Sirsa, Ambala, Jalandhar, Jammu, Panchkula, Patiala, Faridkot, Indore Qualification: Graduation (Mandatory) Age Limit: 22 36 years Experience: Minimum 1 year in Agency Sales within Health, General, or Life Insurance Industry Preference: Health Insurance, General Insurance, Life Insurance (Agency Channel only) CTC: 3.5 LPA 4.5 LPA Job Description: We are hiring energetic professionals for Agency Channel Sales with leading Life & Health Insurance companies. The role involves developing and managi...

Position: Sales Manager Product: Home Loan & Loan against Property Location: Ahmedabad, Surat & Vadodara 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 f...

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...

ROLES & RESPONSIBILITIES: - New client acquisition drive for opening new demat & trading accounts Working on Single interface system to make it vibrant Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Stay updated on market outlook and product knowledge. Preferred Candidate Profile: Graduate in any stream ( most preferred) Minimum 6 months of experience in a sales role, preferably in the stock market. Highly enthusiastic with a willingness to learn new things. Competitive, sales passionate and excellent communica...

ROLES & RESPONSIBILITIES: - 1.To Achieve pre budgeted monthly Sales of Minimum, 75 Demat A/C25 Margin of 25k accounts,2px of upfront revenue for the first year& 3x for subsequent year To have minimum daily 3 client meetings 1 branch visit and assigned branches To ensure Minimum 12 first Trade for the month. 2.To ensure rollout of all the promotional and contest programs effectively 3.Co-ordinate and conduct the monthly 4 training of Partners/bank employees 4.Supporting the channel partner on joint calls as per requirement 5.To reach out to allotted branches/POS as per the route plan 6.Responsible for Activating and upscaling the POS/Br. 7.Follow and submit the daily weekly and monthly MIS 8....