Relationship Manager
5 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
-
Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Golden Globe Group Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionGolden Globe Advisory Pvt. Ltd., established in November 2010, is one of the leading real estate companies in India. Our philosophy is simple: we adhere to high-quality standards to ensure smooth and transparent property transactions. We believe that business is all about relationships, and our most important relationship is with our...
-
Relationship Manager
15 hours ago
Jaipur, Rajasthan, India Kaabil Finance Private Limited Full time ₹ 3,00,000 - ₹ 6,00,000 per yearCompany DescriptionKaabil Finance Private Limited is dedicated to empowering individuals at the foundation of India's economic pyramid. By providing financial support to deserving customers, Kaabil Finance champions the cause of 'Atmanirbhar Bharat,' helping to build a self-reliant India. The company values inclusivity and sustainable growth, aligning itself...
-
Relationship Manager
2 weeks ago
Jaipur, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities: Identify and onboard HNW clients through market research,...
-
Relationship Manager
5 days ago
Jaipur, Rajasthan, India ROSS FinCorp Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionROSS Financial Services Private Limited is a privately held financial services company specializing in the distribution of personal and business loans through leading banks and NBFCs. The company prides itself on offering tailored financial solutions to meet the unique needs of individuals and businesses. With a commitment to delivering...
-
Relationship Manager
3 days ago
Jaipur, India Sunshine Manpower Solution & Services Full timeJob Title: Relationship Manager Education: Bachelors degree required (Graduation)Experience: 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Key Responsibilities:To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/ prevent spurious/unacceptable ornaments.Adhering to high ethical standards and...
-
Relationship Manager relationship officer
6 days ago
Jaipur, Rajasthan, India Vastu Housing Finance Corporation Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionVastu Housing Finance Corporation Ltd. is a Mumbai-based housing finance company dedicated to providing responsible, sustainable credit solutions across India. With a focus on financial inclusion, Vastu serves underserved and self-employed communities in peri-urban and rural areas, helping individuals and families achieve homeownership and...
-
Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Choice Full time ₹ 2,00,000 - ₹ 12,00,000 per yearCompany DescriptionChoice is one of the leading financial service providers, offering a diverse range of services including stock market, mutual funds, insurance, and loans. Part of the diversified Choice Group, which spans finance, hospitality, and technology sectors, the company employs over 6000 professionals and has a national and international presence....
-
Relationship Officer
5 days ago
Jaipur, India Kogta Full timeJob Description Key Roles and Responsibilities: - Sourcing MSME Loan business and meeting targets. - Channel Development. - Resolution of PDD (if any). - Take care of MSME Loan collections. - Team Building and Channel Development. - Achievement of business plan. - Portfolio management in coordination with Ops & Collections. - Asset Verification of the cases...
-
Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Mittsure Full time ₹ 2,40,000 - ₹ 4,80,000 per yearRelationship ManagerLocations: MultipleCities Across India | Department: Sales & MarketingJoin the Mission to Transform Learning with MittsureAre you a go-getter who thrives on building connections and driving impact? At Mittsure Technologies, we're reshaping education throughengaging books, flashcards, life-skill boards, and more — and we need passionate...
-
Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Tata Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout The Role Key Objective of the Job: Main Accountabilities Client Acquisition: - Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope.Client Relationship...
