Portfolio Relationship Manager-SME-Sales

Job description of Sales Relationship ManagerPreferable Product: Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel )Preferred Skill Set:Logical and analytical approach to SalesConvincing powerExperience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life /Insurance...

About Tata AIG:Tata AIG General Insurance Company Limited is a joint venture between the Tata Group and American International Group (AIG). Since its establishment in 2001, the company has grown to become one of India's leading private general insurers, known for innovation, trust, and service excellence. With a diverse portfolio of protection...

Job Description Job Role - To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. - To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share - Build a sustainable direct...

Wealth ManagerJob description:Will be responsible for acquiring preferred clients (HNI/Ultra HNI).To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo coordinate...

1 New Business Prospects Originate new business prospects within the SME sector through direct sourcing and open market channels 2 Customer Acquisition Acquire SME customers and manage their proposals guiding them up to the disbursement stage 3 Business Generation Meet existing SME clients to identify business opportunities and drive revenue ...

Direct Business Relationship Manager-Loan Against Property- Sales To drive growth in the Loan Against Property (LAP) business by directly sourcing leads from the market, internal customer databases, cold calls, and referrals. The role requires excellent selling skills, strong negotiation capabilities, and a high level of initiative to build a quality book...

Relationship Manager – Prime Vishwaas Sales – M1 Job role & Responsibilities: Manage Auto loan through Car Dealers, Direct Sales Agents & Direct Sales Teams Empanelment of New car Dealers, DSA & DST in the Market Accountable for sales performance & Productivity of team Conduct Training for all the channels & Team on Product, Policy & Market Changes...

Execution Support partners to register claims on behalf of customers coordinate to ensure approvals within agreed timelines Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc Gather relevant documents from customer post sales and...

Roles and Responsibilities Roles and Responsibilities Sourcing Trade & Retail Forex customers from market. Essentially NON Credit Trade related customers. Training frontlines attached to the respective branch. Liaise with Respective Support Units, Branches for / and compliance related to Trade transactions Handling Customer queries, resolutions providing,...

Job Description Job Description 1 New Business Prospects: - Originate new business prospects within the SME sector through direct sourcing and open market channels. 2 Customer Acquisition: - Acquire SME customers and manage their proposals, guiding them up to the disbursement stage. 3 Business Generation: - Meet existing SME clients to identify...