Relationship Manager
14 hours ago
JOB DESCRIPTION A Position Overview Position Title Relationship Manager - HDFC Securities Branch Department Partnership Distribution Level/ Band 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 AM/ 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 ·
-
Relationship Manager
14 hours ago
Thiruvananthapuram, India CONNECTING 2 WORK Full timeJob Description We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport...
-
Relationship Manager
1 week ago
Thiruvananthapuram, Kerala, India Yes Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per yearJob descriptionRelationship manager ( Working capital)Location :- TrivandrumCore ResponsibilitiesAcquisition of New to Bank MSME relationships through the CRM and Knowledge Bankingapproach.Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shallhelp in meeting Min. 2 MSME Clients on daily basis.Build Asset Book by...
-
Relationship Manager
4 days ago
Thiruvananthapuram, Kerala, India OYO Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJOB DESCRIPTIONRELATIONSHIP MANAGERWebsite Link Role Type Field Role (involves daily travel), Mon-SatWhat will you be doing • Manage assigned portfolio of owners in the hub and prevent churn by solving partner issuesproactively• Generate revenue by ensuring availability of sellable rooms and driving occupancy throughbooking conversions• Ensure cluster...
-
Thiruvananthapuram, India Bajaj Capital Ltd Full timeJOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/CTC: It’s not constrain for right candidate (Its Negotiable).Experience: 1+ YearLocation: ThiruvananthapuramFunctional Area: BFSI, Investments & Trading.Employment Type: Full Time, Permanent.Education: Any Graduate.Total Openings - No. 30+Notice period: Most preferred for immediate...
-
Thiruvananthapuram, India Bajaj Capital Ltd Full timeJOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/CTC: It’s not constrain for right candidate (Its Negotiable).Experience: 1+ YearLocation: ThiruvananthapuramFunctional Area: BFSI, Investments & Trading.Employment Type: Full Time, Permanent.Education: Any Graduate.Total Openings - No. 30+Notice period: Most preferred for immediate...
-
Thiruvananthapuram, India Bajaj Capital Ltd Full timeJOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/CTC: It’s not constrain for right candidate (Its Negotiable).Experience: 1+ YearLocation: ThiruvananthapuramFunctional Area: BFSI, Investments & Trading.Employment Type: Full Time, Permanent.Education: Any Graduate.Total Openings - No. 30+Notice period: Most preferred for immediate...
-
Thiruvananthapuram, India Bajaj Capital Ltd Full timeJOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It’s not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Thiruvananthapuram Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for...
-
Thiruvananthapuram, India Bajaj Capital Ltd Full timeJOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It’s not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Thiruvananthapuram Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for...
-
Thiruvananthapuram, India Bajaj Capital Ltd Full timeJOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It’s not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Thiruvananthapuram Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for...
-
Customer Relationship Manager
2 days ago
Thiruvananthapuram, Kerala, India Oleevia Group of Companies Full timeWe are looking for proactive, customer-oriented professionals to join our branch banking team as Customer Relationship Managers/Executives This role is ideal for fresh graduates or candidates with up to 2 years of experience in sales roles within banks or NBFCs. The incumbent will be responsible for promoting retail liability products and third-party...
