281 Relationship Officer Jobs - Page 8

Role & responsibilities:- Digital client acquisition of Demat accounts using LMS on provided leads. Ensure the clients downloads our mobile application and complete the KYC process. Preferred candidate profile:- Sales driven approach Knowledge of Stock Market-Demat Account, Nifty etc. Good to Average English Speaking and Conversational skills. Should be smart, confident, and presentable. HSC or Graduate qualification required. Any Outbound experience preferred or any BPO Sales experience required. Age Criteria: -20 till 30 Years. Week Off:- 6 days working. Shift Time:- 9am to 6pm (Fixed Shift any 9 hours). Salary:- 17K Up to 29K Net depending on last drawn and interview.(Plus, Incentives:-3K...

Roles and Responsibilities : Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. Building relationships with the client & educating them about Investments. RM will be given set of existing customers. Promoting financial products by cross selling (MF, Insurance, SIP, PMs etc.) Desired Candidate Profile: Should be NISM VIII, NISM V A & IRDA certified . Any Graduate with minimum 3 Years of Broking / Dealing experience Good knowledge of Equity Market and TPP Good communication (Written and Verbal).

Field sales job Selling of Home Loan & mortgage loan through open market, Builder, contractor, real estate agents, CA, broker etc Develop strong relationship with the clients and sales of home loan Bike Compulsory Required Candidate profile Fresher or Min 6month exp in Sales / Fresher CTC: Upto 3LPA + Incentives Location : Mumbai / Navi Mumbai/Thane/Pune/Bhopal / Indore /Surat/Vapi etc Interested can call or what's up Tina -8424000595

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...

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...

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...

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...

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...

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 f...

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, req...

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 requ...

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 da...

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...

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 ...

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...

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 f...

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/Manager...

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 ...