284 Relationship Officer Jobs - Page 5

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 (Cent...

• 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 f...

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 (Cent...

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 (Cent...

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 f...

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 ...

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-solvi...

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, y...

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 (Cent...

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 (Cent...

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 (Cent...

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...

Area Manager For Direct Sales To generate The Business Through Direct Sales. C omp . Gives you Lead For Direct Channel. Salary Upto-4 .50Lac+Rimb Location - Delhi,Noida,Gurugram,Faridabad,Ghaziabad,Kolkata,Lucknow,Chandigarh,Bhubneshwer,Guwahati Min Exp -2Year In sales KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professi...

Kotak Life Insurance Sr.Managing Partner (APC) Location Delhi, Faridabad,Kolkata,Hoogly, Guwahati,Howrah,Patna,Bhubneshwer,Ranchi,Jamshedpur Salary - 6.50 lac +Rimb+ Incentive Exp.5 To 15 Year in Sales Preferred For Life Insurance Candidate JOB DESCRIPTION/JOB RESPONSIBILITIES - Manage BA(Business Associates) BA Will Recruiting The Agent Insurance sales goal achievement through: Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Conduct weekly performance review (PRP) with agents & update Sales Management System. Promote & motivate agents for Career progression program to make them join ...

Mega Walk-In for Merchant Acquisition-Sales Officer- 8th Sep, 2025- Monday 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 Salary upto 3.8 LPA 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 (Cent...

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 (Cent...

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 (Cent...