Relationship Officer
11 hours ago
Post: - BDM - bancassuranceKey Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time5. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.6. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. Know all the branch managers, relationship managers & employees of all assigned branches on a personal level7. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.8. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are servicedExperience 1 - 7 Years No. of Openings 16 Education Professional Degree Role Relationship Officer Industry Type Insurance / Claims Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office
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Relationship Officer
2 weeks ago
Erode, India Skywings Advisors Private Limited Full timePost: - BDM - bancassuranceKey Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these...
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Erode, Tamil Nadu, India Corporate Stalwarts Full time ₹ 4,00,000 - ₹ 6,00,000 per yearJob Description:Key Result Areas (Key Performance Indicators):—Sales Target Achievement—Business Development—Channel and Influencer Engagement—Customer Service—Network Management—Commercial TransactionsAbout the Role:—Responsible for achievement of agreed sales target/ objectives for the defined location—In charge of all local marketing...
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Relationship Officer
2 weeks ago
Erode, Tamil Nadu, India Alice Blue Financial Services Pvt Ltd Full time ₹ 25,00,000 - ₹ 40,00,000 per yearWe're Hiring at Alice BlueRole: Sales ExecutiveMale & Female | Freshers & ExperiencedLocation: ERODESalary: Best in industry + IncentivesBuild your career in the stock market with Alice BlueContact: [ S. SENTHILNATHAN ( REGIONAL MANAGER)]Job Type: Full-timePay: ₹12, ₹25,000.00 per monthBenefits:Health insuranceLeave encashmentProvident FundWork Location:...
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Relationship Officer
2 days ago
Erode, India Suryoday Small Finance Bank Ltd Full time* Product : Micro Home Loan - Male only preferred - Fresher or experience can apply Qualification : HSC or Degree - Must have two wheeler - Ready to work in field - Age limit - 20 to 31 years **Job Types**: Full-time, Fresher **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance bonus Ability...
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Relationship Officer
2 weeks ago
Erode, India Suryoday Small Finance Bank Ltd Full time* Good within regular collection & Bucket collection recovery (JLG product) - Good within negotiation customer handling skill - Ready to travel inside the city with bike this 100% field work **(Both Male & Female can apply)** - Qualification - **SSLC + Diploma (or) HSC (or) Any degree** - Experience - Min 0 to Max 4 yrs in **NBFC or Banking industry** **...
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Relationship Officer
6 days ago
Erode, India Suryoday Small Finance Bank Ltd Full time* Good within regular collection & Bucket collection recovery (JLG product) - Good within negotiation customer handling skill - Ready to travel inside the city with bike this 100% field work **(Both Male & Female can apply)** - Qualification - **SSLC + Diploma (or) HSC (or) Any degree** - Experience - Min 0 to Max 4 yrs in **NBFC or Banking industry** **...
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Relationship Officer
6 days ago
Erode, India Suryoday Small Finance Bank Ltd Full time* Good within regular collection in **(JLG Product)** - Good within 90+Bucket collection recovery - Good within negotiation customer handling skill - Ready to travel inside the city with bike this 100% field work **(Both Male & Female can apply)** - Qualification - **Diploma (or) HSC (or) Any degree** - Experience - Min 0 to Max 4 yrs in **NBFC or Banking...
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Relationship Officer
6 days ago
Erode, India Suryoday Small Finance Bank Ltd Full time* Good within regular collection & Bucket collection recovery (JLG product) - Good within negotiation customer handling skill - Ready to travel inside the city with bike this 100% field work **(Both Male & Female can apply)** - Qualification - **Diploma (or) HSC (or) Any degree** - Experience - Min 0 to Max 2 yrs in **NBFC or Banking Sector** ** Working...
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Relationship Officer
2 days ago
Erode, India Suryoday Small Finance Bank Ltd Full timeInterested to work in Group loan sales & collection ( JLG product) 100% field work, both Male & Female can apply Will able to manage the Customers Ready to travel within the city with own bike Qualification: Diploma or HSC or Any degree Experience: Fresher or Relevant experience in NBFC or Banking sector Age limit: 19 to 33 years only **Share your...
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sales officer
1 week ago
Erode, Tamil Nadu, India Akshya Patra Services Full time ₹ 3,00,000 - ₹ 9,00,000 per yearSales Officer Job DescriptionOverview The Sales Officer plays a critical role in the growth and success of the organization by driving sales strategies and pursuing new business opportunities. This position involves developing relationships with potential customers, understanding their needs, and presenting solutions to meet those needs. The Sales Officer is...
