Relationship Officer

2 days ago


Jodhpur, India SkillLabs Full time

Execution

  • Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
  • Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
  • Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Relationship Management

  • Drive the campaign/contest for the Bank to drive sales in profitable segments.
  • Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
  • Identify cross sell opportunities for existing customers

Service Orientation

  • 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 submit the same to operations team; gather additional data/documents as required
  • Resolve operational issues faced by the partners to ensure smooth experience.
  • Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team

Candidate Profile Required

  • Minimum 1-2 Years of Sales experience Banca Insurance Sales
  • Individual Performer

  • Relationship Officer

    2 weeks ago


    Jodhpur, Rajasthan, India HIRVA HR SOLUTIONS PRIVATE LIMITED Full time

    A **Relationship Officer** is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **JOB DESCRIPTION**: Lead-based work Organizing sales visits Demonstrating and presenting products To Close, the Leads...

  • Relationship Officer

    2 weeks ago


    Jodhpur, Rajasthan, India SkillLabs Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    ExecutionAnalyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for businessConduct trainings at the branch for all banking partners around regulatory guidelines and products.Plan for activation of branches through R&R activities to increase the penetration in active branches to...

  • Relationship Officer

    2 weeks ago


    Ajmer, Jodhpur, Nagaur, India Tminputs And Services Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Canara HSBC Life InsuranceJob descriptionBanca ChannelResponsibilitiesDevelop and maintain relationships with bank partners to drive life insurance sales.Coordinate with bank staff to implement sales strategies and training programs.Achieve and exceed monthly and annual sales targets.Conduct regular sales meetings and product training sessions with bank...


  • Jodhpur, Rajasthan, India beBeeRelationshipBuilding Full time ₹ 8,00,000 - ₹ 10,00,000

    Relationship Building SpecialistAbout Us: Luxury Jewelry Brand OverviewWe are a prestigious luxury jewelry brand with a legacy of over 40 years, blending tradition with contemporary artistry to create finely crafted pieces that celebrate heritage and sophistication.Key Responsibilities:Manage client interactions via calls, WhatsApp, email, and in-person...

  • Relationship Manager

    2 weeks ago


    Jaipur, Jodhpur, Udaipur, India Xwell Human Resource Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role & responsibilities Relationship Officers/ Relationship ManagersGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsPreferred candidate profile Sales Profile , Knowledge of Loan ProductsIf Interested Send Update Resume Contact us...


  • Jodhpur, Rajasthan, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Title: Client Engagement ManagerLocation: Noida (Work from Office – 5 Days)Experience: 5–10 YearsAct as the primary point of contact for assigned clients, ensuring effective communication and relationship management.Understand client requirements, workforce planning needs, and hiring strategies to deliver suitable solutions.Collaborate with internal...


  • Jodhpur, Rajasthan, India beBeeAdminstration Full time ₹ 10,00,000 - ₹ 25,00,000

    Job Overview\Helpers play a pivotal role in maintaining the smooth functioning of our office environment. Their responsibilities encompass handling office resources, equipment maintenance, and logistical needs.Coordinate office activities, manage communications, and track expenses to optimize resource allocation.Organize meetings and events while maintaining...


  • Jodhpur, Rajasthan, India beBeePartnership Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Strategic Partnership DirectorWe are recruiting a versatile leader to champion our offerings and nurture high-net-worth relationships:Lead business development and consultative sales to HNI/UHNI investors and family officesOwn the client journey: sale, onboarding, portfolio discussions, and relationship buildingCommunicate investment strategies clearly,...


  • Jodhpur, Rajasthan, India beBeeTransformation Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title:Chief Transformation OfficerWe are seeking a highly skilled and experienced Chief Transformation Officer to lead our organization through transformative initiatives. This is an excellent opportunity for a strategic leader who can champion impactful outcomes and elevate the employee experience.The ideal candidate will develop and implement robust...

  • Purchase Manager

    1 week ago


    Jodhpur, Rajasthan, India beBeeInterior Full time ₹ 7,50,000 - ₹ 10,00,000

    Job TitleAldecor, a leading interior design and build firm based in Bangalore, is seeking a strategic and detail-oriented Procurement & Office Interiors Specialist to manage procurement operations, vendor coordination, and material sourcing for our office interior projects.With 24+ years of industry expertise and a portfolio of 200+ successfully executed...