Preferred Relationship Manager

3 weeks ago


Ludhiana, India HDFC Bank Full time

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.


Responsibilities

  • Dialogue with clients to understand their business objectives and challenges
  • Analyze clients' data and provide strategic recommendations to clients
  • Present value-proposition to sales leads and current customers
  • Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size
  • Responsible for acquiring new to Bank relationships & to be a one point of contact for all their financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
  • Regular interaction with the customer to build rapport to understand and update the profile
  • Look for opportunities to cross sell any other product of the Bank
  • Promoting all direct banking channels and ensuring that the customer is utilizing the same


Qualifications


  • Any Graduate / Post-Graduate having 3+ years of client relationship experience into BFSI industry
  • Ability to manage multiple projects and clients
  • Strong communication and interpersonal skills


Interested candidates can share their resumes at sukhwinder.singh27@hdfcbank.com



  • Ludhiana, Punjab, India HDFC Bank Full time

    The perfect candidate will take on the responsibility of thoroughly understanding the business goals and difficulties of the clients and devising strategic suggestions based on this comprehension. This will involve establishing a solid connection with our clients and examining their data. In essence, you will be the primary point of contact for our...


  • Ludhiana, Punjab, India Skill Ventory Full time

    Roles and Responsibilities Job Purpose The role holder is responsible for acquiring and providing support to the clients in the high octane middle market segment Rs. -0 crore turnover), offering them entire suite of bank products 1)Revenue Generation Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed...


  • Ludhiana, Punjab, India Tata AIA Life Insurance Full time

    APosition Overview Position Title Relationship Manager - Bancassurance IBL Role Summary: ·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Territory Manager/Area Manager C Job Dimensions Geographic Area Covered Branches /...


  • Ludhiana, India Digital Handlers India Full time

    **Key skills**: - Ability to manage relationships to improve relationship value of existing Clients - Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making...

  • Relationship Executive

    2 months ago


    Ludhiana, India HIRVA HR SOLUTIONS PRIVATE LIMITED Full time

    **Post : Relationship Executive** **Job Role: On roll** **Hiring for leading Branch Banking Company.** **Job Profile**: - To recruit and appoint agents for business - Train agents on products, process and USPs of Co. - Manage the daily activity of producers to ensure strong pipeline. - Coach & guide agents to cross sell and grow their business - Analysis...


  • Ludhiana, India HyreFox Consultants Full time

    Reporting ToZonal Relationship ManagerJob Objective & Key Result AreasRESPONSIBILITIES:•Building healthy relationships with hotel partners•Deliver good experience for the customers•Stock management of hotel owners•Merchant account managers - will be the point of contact to help manage their hotel portfolio network. They will engage to help improve...


  • Ludhiana, Punjab, India HyreFox Consultants Full time

    Reporting ToZonal Relationship ManagerJob Objective & Key Result AreasRESPONSIBILITIES:Building healthy relationships with hotel partnersDeliver good experience for the customersStock management of hotel ownersMerchant account managers - will be the point of contact to help manage their hotel portfolio network. They will engage to help improve hotel revenue...


  • Ludhiana, India Varuni Consultancy Full time

    CRM (Customer relationship Executive)( Female preferred)CRM (Customer relationship Executive)( Female preferred) No. of Positions: 3 Exp.: 2-5 Yrs. **Salary**: 13-14k Excellent communication in follow up with all the labours & clients by telephonically For immediate response contact at 9888226055,7889279470 **Salary**: ₹13,000.00 - ₹14,000.00 per...


  • ludhiana, India HyreFox Consultants Full time

    Reporting To Zonal Relationship Manager  Job Objective & Key Result Areas RESPONSIBILITIES: •Building healthy relationships with hotel partners •Deliver good experience for the customers •Stock management of hotel owners •Merchant account managers - will be the point of contact to help manage their hotel portfolio network. They...

  • Relationship Officer

    2 months ago


    Ludhiana, India humgrow.com Full time

    Job DescriptionClientName Muthoot Fincorp LimitedPosition/ Designation : RelationshipOfficer Secured & Unsecured LendingBusinessNo. of ReporteesDesignation& Grade : Individual RoleMain Tasks & Areas ofResponsibility : To find newmicro markets and empanel good quality referralpartners to scale up Micro LAP business& Gold backed secured business loan(Suvarna)...

  • Relationship Officer

    2 months ago


    ludhiana, India humgrow.com Full time

    Job Description ClientName Muthoot Fincorp LimitedPosition/ Designation : RelationshipOfficer Secured & Unsecured LendingBusinessNo. of Reportees Designation& Grade : Individual RoleMain Tasks & Areas ofResponsibility : To find newmicro markets and empanel good quality referralpartners to scale up Micro LAP business& Gold backed secured business...


  • Amritsar/Ludhiana Area, India AvenuesHR Consulting Full time

    We Are Hiring !Role - Elite Relationship ManagerLocation - Amritsar Experience- Min 4 yrsAcquisition of new Customers and Increase book size.Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR.Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation,...


  • Ludhiana, India Skill Ventory Full time

    Roles and ResponsibilitiesResponsible for deal origination, structuring, obtaining credit approvals and onboarding of clients under Supply Chain Banking across Large / MNC corporate clients Work closely with various Business Units of the Bank on their respective CRM and work towards identifying and conversion of supply chain opportunities Managing...


  • ludhiana, India Skill Ventory Full time

    Roles and Responsibilities Responsible for deal origination, structuring, obtaining credit approvals and onboarding of clients under Supply Chain Banking across Large / MNC corporate clients Work closely with various Business Units of the Bank on their respective CRM and work towards identifying and conversion of supply chain opportunities Managing...


  • Ludhiana, India Innovsource Full time

    Sbi credit card Profile branch Relationship Executive Salary 13000 to 15000 Location - Punjab Ludhiana Amritsar panchkula, Shimla **Job Types**: Full-time, Fresher **Salary**: ₹13,000.00 - ₹15,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Commission pay Ability to...


  • Ludhiana, India Alexa Manpower Services Full time

    Location- LUDHIANA- Desiganation- GUEST RELATIONSHIP EXECUTIVE- Description#GUEST_RELATIONSHIP_EXECUTIVE HIRING #GRE FOR WELL RENOWNED #5_STAR HOTEL & RESORT. WELL RENOWNED & BIGGEST PROPERTY OF LUDHIANA. MALE (OR) #FEMALE BOTH CAN APPLY PREFERABLE CANDIDATE FROM #HOSPITALITY_INDUSTRY SALARY-UPTO 25K wedontchargefromcandiodate Important-CANDIDATE MUST HAVE...


  • Ludhiana, India Innovsource Full time

    Sbi credit card Profile branch Relationship Executive Salary 13000 to 15000 Location - Punjab Ludhiana Amritsar panchkula, Shimla **Job Types**: Full-time, Fresher **Salary**: ₹13,000.00 - ₹15,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Commission pay Ability to...


  • Ludhiana, India RelevPro HR Services LLP Full time

    Looking for CRM for leading manufacturing company. Work from office 6 days working Well versed with Excel, google sheets. Can coordinate between internal team member. **Job Types**: Full-time, Regular / Permanent **Salary**: ₹18,000.00 - ₹20,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Ability to commute/relocate: -...


  • Ludhiana, India Steno House Full time

    From 2 to 7 year(s) of experience - ₹ 2-6 Lacs P.A. - Ludhiana,Punjabor **Roles and Responsibilities** Handling the reception work Guest relations Handling front office Calendar Management Travel Arrangement Admin tasks Having prior experience in Secretarial job and is open to handle reception activities Good inter personal skills **Perks and...


  • Ludhiana, India AK Clinics Private Limited Full time

    1.Reporting to the Clinic Manager overseeing the clinic, the CRE leads and inspires staff while managing the business, day-to-day operations, and supporting patient care functions. 2.Responsible for administrative and financial analysis, care coordination of clinical services and communication, space management, clinical outcomes, quality and safety...