...with the Aditya Birla Capital Branch, and he needs to sell the Insurance of Birla Sun Life Insurance to existing or ex-customers. 4. Relationship management with stakeholders. 5. Maintain persistence for the policies procured to achieve the team's profitability. Perks &...
...Relationship Manager Urgent Opening for Relationship Manager with leading AMC Ahmedabad/ Surat/ Mumbai/ Nagpur/ Kolkata/ Bhubaneswar/ Delhi... ...provides an environment to grow the company's business. 4) To execute steps for increasing the company's market share across products...
Rs 2.5 - 3.5 lakhs p.a.
...segments-
Business mix in terms of blended premium & no. of cases.
Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs
Support bank's sales force in terms of various activities like o Joint sales calls to generate...
...Ascertain your clients' needs and devise strategies to meet them. - Find key personnel at client companies to establish profitable relationships. - Make contact with potential customers to establish fruitful collaborations. - Promote excellent customer service, supply, and...
...Job Role · Develops new and expands existing High Net worth Customer relationships for liabilities.
· Ensures high levels of customer service orientation and application of bank policy.
· Cross sells existing bank products to customers.
· Informs customers of new products...
...We are hiring for one of the leading banks in India for the role of Pioneer Relationship Manager for the Wealth segment Experience - 5+ years Location - Delhi (WFO) Work type -Permanent Job Description: 1. Generate new business to achieve defined sales targets 2. Build and...
...regards to their investment in Bonds, NCD's, PMS, etc - Building relationships with the client and educating them about investments. - Responsible for achieving brokerage. - Accelerating client base. - Executing trade orders. - Conceptual selling of financial products...
...Direct Relationship and Responsibilities : - Assist the Business Relationship Manager in cultivating client relationships with both new and... ...comprehending their business requirements to suitably organize Leasafric Bank's product and service packages; - Overseeing and managing the...
...Relationship Manager - We are looking for young, high-energy individuals with a passion for sales and for achieving aspirational targets. - Liaise with bank's branch staff and build effective relationships to maximize the business opportunity. - Provide knowledge about the...
...Job Title : Priority Banking RM
Grade : Manager
Department: Retail Branch Banking
Location : Bangalore
Reporting Authority... ...of Direct Reports : 0
Team Size : 0
:
- Priority Banking Relationship Manager the single point relationship management official of the...
...Direct Relationship and Responsibilities : - Encouraging clients and prioritizing their needs in everything we do, establishing industry-leading standards. - Seeking new prospects and fostering current connections to find new business opportunities establishing a business introducer...
...Relationship Manager Key Responsibilities : - Develop and maintain strong relationships with clients to understand their needs and provide personalized financial advice and solutions. - Effective cold calling and relationship building can help a retail manager generate their...
...- Managing the High Net Worth customers of the Bank - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Focusing on overall CASA acquisition. - Profiling Customers and provide financial products to...
...have at least 4 Years of experience handling Wealth Product Sales. - Any Graduate / Postgraduate with relevant Experience. - Good relationship management and service focus skills. - Good communication and presentation skills. - Investment Product knowledge is mandatory. (ref...
...Summary Description Hiring for the role of Relationship Manager - Channel Sales for one of the leading business financial solutions aggregator... .../Cash Credit Limits, Letters of Credit, Packaging Credit, Bank Guarantee, Construction Loans, and NRI Loans to 300+ Micro, Small...
...Relationship Manager - Recruit the team of advisors. - Train and motivate them. - Guiding the Team to sell the products on the market. - Driving sales through advisors, for the company. - Team Management and team handling. For more information Call OR WhatsApp : (***) ***-****...
...As a Select Relationship Manager, your role revolves around acquiring and managing high net worth individuals (HNI) and ultra-high net worth... ...-Selling : - Identify opportunities for cross-selling various banking and financial products (e.g., family accounts, home loans, personal...
...Relationship Manager Job Description : - Identify & recruit the right quality advisors to build a strong advisor base. - Provide training on products, business processes and selling techniques continuously. - Provide assistance to advisors in lead generation, prospecting and...
...Job Description
Relationship Manager, Priority banking -(2400005322)
Job : Retail Banking
Primary Location : Asia-India-Delhi
Schedule : Full-time
Employee Status : Permanent
Posting Date : 29/Apr/2024, 10:38:31 AM
Unposting Date : Ongoing...
...Relationship Manager About the Job : - Investment Advisory Sales & Business Development - A funded fast-growing personal finance advisory... ...(yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking. - Work Profile Acquiring HUI/UHNI clients in wealth/portfolio...
...Relationship Manager Job description : 1) Maintaining a deep knowledge of company products and services. 2) Building and maintaining strong relationships with prospective and existing clients. 3) Researching and pursuing new business opportunities. 4) Providing clients with...
...Relationship Manager - Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account... ...understand the dynamics of market - Candidate should be from Broking, Banking and Insurance/Mutual Fund Company only. Perks and Benefits : -...
...Engineering partners for some of the largest Banking, Financial Services, Telecom, and... ...to gather CSAT feedback.
Manage and execute the entire customer feedback lifecycle from... ...establishing trust, and maintaining positive relationships with clients through active listening,...
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns...
...Senior Relationship and responsibilities : - Delivering quick, high-quality services while cutting down on cycle time and transaction errors... ...clients a visit, and write call reports. - Assure adherence to the bank's norms, policies, and procedures in order to safeguard the...
Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions : - Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients' basis their requirements...
...Role Description: This is a full-time on-site role as a Relationship Manager - Corporate Banking. As a Relationship Manager, you will be responsible for managing client relationships, assessing their financial needs, developing customized solutions, and ensuring high levels...
...The plays Relationship Manager Corporat Bankinga crucial role in promoting and selling life insurance products to bank customers within assigned bank branches.
Responsibility:
Complete life insurance product sales goals through designated bank branches.
Among the...
...Relationship Manager Role & Responsibilities : - Getting/Maintaining new corporate relationship for the bank. - Providing customer solutions and corporate banking products. - Expand the bank's overall product suite. - Assessment of credit and risks associated with clients and...
...in financial services and a strong desire for sales, a Branch Banking Manager is required to oversee branch operations, guarantee customer... ...a strong network of existing customers.
Maintain a healthy relationship with other branches of the company.
Convincing the customer...