Relationship Manager
2 weeks ago
Job Description A Position 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 / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales ·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches ·Working jointing with the Branch Manager on Business Implementation plan ·Driving and motivating the branch staff along with RM and providing support for logging in applications sourced ·Tapping the right database of the branch and ensure authentic documentation ·Build relationship with the Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively ·Prospect and meet customers within and outside the Branch as when required ·To develop, agree and implement short term and long term plans to achieve sales targets ·To achieve branch RM activation targets ·Work collectively with Sales / operations team and conduct joint sales calls as a team to achieve business nos. ·Seek commitment from the partner towards achievement of business objective Relationship Management ·Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner ·Provide all possible support to the channel partner as a face of parent company ·Effectively execute all Marketing activities as per Partners requirement ·Ensuring timely issuance of policies with resolving all pending etc. ·Adhere to the customer touch-point engagement in order to service his portfolio of customers ·To maintain the desired persistency ratio ·Prompt post-sales service with respect to all domains ·Strategize and interact closely with the RM on business plan execution Ensure Compliance ·Ensure compliance to internal sales process & other compliance standards · Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS ·Adhering to the Training Road map. ·Providing timely reports to the Supervisor as per the requirement. ·Adhering to the TALIC code of conduct. E Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills · Communication skills · Creative thinking skills · Supervising/Leadership skills
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Relationship Manager
2 weeks ago
New Delhi, India Tax Manager Full timeJob Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...
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Team Leadership
2 weeks ago
New Delhi, India Tax Manager Full timeRole: Team Leader Industry: Financial Services Department: Sales Employment Type: Full-time, Permanent Experience Required: 7+ years (Preferably in Loans/Advances Sales Leadership) Salary - 20K to 40K Responsibilities: Drive the team to achieve and exceed monthly loan sales targets. Recruit, mentor, and lead a high-performing sales team. Foster strong...
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Relationship Manager
2 days ago
New Delhi, India Livspace Full timeHi Connections!!Livspace #hiringalertAbout Livspace :Livspace is building the world's first end-to-end interior design platform out of India. We’re India's top online home improvement & interior destination for consumers and the world & first design automation platform for designers.Profile: Relationship Manager Location: JP Nagar Years of Experience: 5 -9...
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Relationship Manager
2 weeks ago
New Delhi, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ yearsLocation: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks?We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.Open PositionsWe...
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Relationship Manager
1 week ago
New Delhi, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in New Delhi. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering...
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Relationship Manager
4 days ago
New Delhi, India Taggd Full timeExp- 1 to 3 years.Locations- Indore, Bhopal, LucknowQualifications- GraduateThe Relationship Manager / Sr. Relationship Manager is responsible for making impactful sales presentations, staying updated on the organization's products and services, and successfully closing deals to meet sales targets. The role involves preparing proposals for potential clients,...
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Relationship Manager
10 hours ago
New Delhi, India Taggd Full timeExp- 1 to 3 years. Locations- Indore, Bhopal, Lucknow Qualifications- GraduateThe Relationship Manager / Sr. Relationship Manager is responsible for making impactful sales presentations, staying updated on the organization's products and services, and successfully closing deals to meet sales targets. The role involves preparing proposals for potential...
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Relationship Manager
2 weeks ago
New Delhi, India upGrad Rekrut Full timeAbout the CompanyRelationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.About the...
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Relationship Manager
3 weeks ago
New Delhi, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:- Identify and onboard HNW clients through market research,...
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Relationship Manager
9 hours ago
New Delhi, India TP Full timeJob Profile: Relationship Manager – High Net-Worth ClientsWe are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferably from banking, wealth management, hospitality, aviation, or premium customer service backgrounds. The ideal candidate will possess exceptional verbal and...
