Relationship Manager
2 days ago
JOB DESCRIPTION A Position Overview Position Title Senior Relationship Manager – Virtual Bancassurance HDFC Function Partnership Distribution Department Virtual Bancassurance HDFC Level/ Band Executive Grade 209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To ATM/ TM Supervises NA C Job Dimensions Geographic Area Covered Zone/ 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 WNBP, persistency, 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 and providing support for logging in applications sourced · Tapping the right database of the branch and ensure authentic documentation · Build relationship with the HDFC branch staff 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 staff activation activation targets · Work collectively with HDFC staff 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 possHDFCe 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 HDFC branch manager 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. Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. F 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 Teamwork Skills Influencing skills Relationship Building skills Decision making skills G Incumbent Characteristics Essential Desired Qualification Graduate/ PG Experience 2-3 years in Sales
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Relationship Manager
6 hours ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: 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 Positions...
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Relationship Manager
8 hours ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: 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...
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Relationship Manager
5 hours ago
Mumbai, 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
13 hours ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: 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...
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Relationship Manager
17 hours ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: 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...
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Relationship Manager
10 hours ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: 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...
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Relationship Manager
13 hours ago
mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: 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...
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Relationship Manager
4 days ago
mumbai, India Groupon Perfect Solution LLP Full timeCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for fostering and maintaining relationships with clients, understanding client needs, and providing tailored solutions. Daily tasks include managing client accounts,...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Genxhire Services Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob Location : MumbaiRole & responsibilitiesCustomer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call center • All the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Ramyoz Solutions Full time ₹ 7,44,894 - ₹ 12,00,000 per yearJob Title: Relationship Manager – University Partnerships Location: Andheri / Mumbai Overview: We are looking for a dedicated and proactive Relationship Manager to join our team. The role involves building and maintaining strategic relationships with universities in India, facilitating the signing of Memorandums of Understanding (MOUs), and ensuring timely...
