190 Relationship Officer Jobs - Page 5

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)

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 Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and PL of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers verticals for new product development, service enhancements and sales initiatives.

Key Job Responsibilities Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Educational Qualification & Certifications required: Min Graduate (any stream) Experience Required: Min 2 years of experience in similar role Knowledge of Banking products and functioning will be preferred Preferably from Banking / NBFC domain Competency & Skills Required: Aggressive sales and target orientation In detail knowledge of products and services being offered Sales & negotiation skills Ability to explain product / service information is a clear and simple manner to the customer Ability to communicate in English and local / regional Vernacular effectively. Please do share CV : mahesh.chowgule@unitybank.co.in

Interview Pass – Aditya Birla Capital Congratulations! Your spot is reserved for Relationship Officer role in Aditya Birla Capital . Interview on 21st June (Saturday). Please find the below details: Role / Designation - Relationship Officer Experience Range: 1+ Years Salary Details - 4.25 LPA+ Travel Allowances Shift time - General Qualification: Under Graduates / Graduates Venue Details: Unit 301, 3rd Floor, Platina Tower, Gurgaon (Nearest Metro Station – Sikanderpur) Interview Location: Gurugram Timings: 11am-5pm Date: 21st June, Saturday Contact Person: Raunak Tanwar Role Overview: As we are looking for candidates with LAP (Loan Against Property) sales experience. ROs will be responsible for direct sourcing from the open market . Please carry the below mention Documents (Mandatory): Updated Resume (Please mention "Naukri.com" at the top of your CV) Photo ID Proof 2 Passport size Photographs NOTE: Do not reply if you have already attended in last 6 months Disclaimer: Please ignore if not interested or not relevant to your profile. Thanks & Regards, Sara Khan l Associate Senior Executive Naukri.com(Division Of InfoEdge India Ltd.)

Roles and Responsibilities : Manage a team of Relationship Officers to achieve sales targets through direct and open market channels. Develop and maintain strong relationships with existing clients to increase repeat business and referrals. Identify new business opportunities by networking, attending industry events, and leveraging social media platforms. Analyze market trends, competitor activity, and customer needs to develop effective sales strategies. Job Requirements : 3-10 years of experience in banking or finance industry as a Sales Manager or similar role. Proven track record of achieving sales targets through direct sales, field sales, LAP (Loan Against Property), LOC (Line of Credit) products. Strong understanding of the local market dynamics and ability to build relationships with high net worth individuals (HNIs). Excellent communication skills for building rapport with customers at all levels.

Roles and Responsibilities : Manage relationships with existing clients to identify their financial needs and provide tailored solutions. Identify new business opportunities through open market research and networking. Process loan applications against property (LAP) and other collaterals as per bank's policies. Meet sales targets by cross-selling relevant products such as insurance, mutual funds, etc. Job Requirements : 1-9 years of experience in the finance industry, preferably in a similar role. Strong understanding of LAP loans, open market operations, and relationship management principles. Excellent communication skills for effective client interaction and negotiation.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realize their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL,SIP, MF etc. & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1-2 years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.

Role: We are hiring energetic and self-driven individuals for Sales Officer role in the Merchant Acquisition Business. Contact Person - Neelima P(9113010089) 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 : Freshers may also apply Open Market experience would be preferred for experienced candidates Two-Wheeler is mandatory Must be graduated Regards, Team HR

Video KYC Officer Responsible for verifying customer identities and documents through video calls Ensuring compliance with KYC (Know Your Customer) regulations. Role involves conducting live video interactions, verifying documents, and ensuring accurate information is captured for customer onboarding and financial transactions. Reviews and verifies client data for onboarding, ensuring compliance with regulations and proper governance. Responsibilities include risk assessment and managing client adoption processes. Required Candidate Profile:- Good English Communication Graduation is must. Minimum 1 year of banking Experience. Location- Navi Mumbai ( Airoli ) Freshers with excellent English communication skills can apply.

Video KYC Officer Responsible for verifying customer identities and documents through video calls Ensuring compliance with KYC (Know Your Customer) regulations. Role involves conducting live video interactions, verifying documents, and ensuring accurate information is captured for customer onboarding and financial transactions. Reviews and verifies client data for onboarding, ensuring compliance with regulations and proper governance. Responsibilities include risk assessment and managing client adoption processes. Required Candidate Profile:- Good English Communication Graduation is must. Minimum 1 year of banking Experience. Location- Navi Mumbai ( Airoli )

For more info call on 6352454127/manisha.pal@suproinfo.com • Recruit adviser • Generate business through the advisers • Lead the team of advisers • Motivate them to achieve targets • Provide training and guidance to them • On role job Required Candidate profile * Graduation Must (Degree certificate) * Age: 21 to 40 years * Experience: 2 years in sales and marketing industry (Experience letter) * Bike Must * Good Communications Skills Perks and benefits Fixed Salary Attractive Incentives, PF

Dear Candidate, We are Hiring for Finance Company for RM/ ABM Role Product - Lap Secured Loan Job Title - RM/ABM Ctc - 3- 4.5 Lpa Job Responsibility, * Achieving sales targets for Secured loan &Lap product with open and business Relationship and sourcing open market connectors * Target new client acquisition through sourcing of leads and Business conversation in conjunction with channel partners * Follow the standardized process and documentation norms for quick and complaint closure of client request. Branch Locations Meerut Interested candidate share your updated resume or any reference if you have. Manish rawat 9990177982 manish1.rawat@upgrad.com

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - kriti@theinfinityspace.com Perks and benefits Full Time On Roll Medical benefits Career Growth