relationship manager-ex bankers

7 days ago


Thrissur, India VYAPARAVIJAYAM TRADES & AGENCIES PVT Full time

Responsible for acquiring, managing, and retaining customers for the Chitty (Chit Fund) schemes, ensuring smooth operations, compliance, and customer satisfaction.

Key Responsibilities:1. Business Development & Customer Acquisition

  • Promote and market various chitty schemes to potential customers.
  • Identify, approach, and enroll new customers for chitties.
  • Conduct presentations, customer meetings, and campaigns for scheme awareness.
  • Achieve monthly and annual business targets.

2. Relationship Management

  • Maintain strong relationships with existing customers to ensure renewals and referrals.
  • Provide personalized service to high-value members.
  • Handle customer queries, concerns, and grievances promptly.

3. Operations & Documentation

  • Ensure accurate documentation and agreement preparation for chitty enrollment.
  • Collect required KYC documents and verify authenticity.
  • Coordinate with branch operations team for auction, prize money disbursement, and collection schedules.
  • Monitor monthly installment collections and follow up for overdue payments.

4. Auction & Payment Handling

  • Assist in conducting monthly chitty auctions.
  • Guide customers on auction procedures, bidding process, and prize disbursement.
  • Ensure timely payout to prize winners and proper recording of transactions.

5. Compliance & Reporting

  • Adhere to company policies and statutory regulations related to chit funds.
  • Maintain accurate MIS reports on chitty enrollments, collections, defaults, and auctions.
  • Submit daily/weekly/monthly performance reports to management.

6. Recovery & Collections

  • Follow up on pending installments and overdue customers.
  • Coordinate with collection executives for timely recovery.
  • Take corrective measures to reduce defaults and improve collection efficiency.

Skills & Competencies Required:

  • Strong communication and persuasion skills.
  • Customer relationship management abilities.
  • Basic knowledge of chit fund operations and compliance.
  • Sales and target-oriented mindset.
  • Negotiation and problem-solving skills.

Job Type: Full-time

Pay: ₹50, ₹100,000.00 per month

Benefits:

  • Health insurance

Work Location: In person

Speak with the employer



  • Thrissur, Kerala, India GO MOBILITY SOFT Full time

    Banking JD ·        Positions: Forex, Current A/c & Saving A/C ·        Exp: Min 5 Years ·        Location: Marol, Andheri East.Key Responsibilities: ·        Monitor FX market movements and provide timely updates and recommendations to clients and internal teams.·        Opening and closings of Companies...


  • Thrissur, India Yes Bank Full time

    Job description Relationship manager ( Working capital) Location :-Thrissur Core Responsibilities Acquisition of New to Bank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by...


  • Thrissur, Kerala, India Yes Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job descriptionRelationship manager ( Working capital)Location :-ThrissurCore 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

    2 weeks ago


    Thrissur, Kerala, India Policybazaar Full time

    Role & responsibilities Achieve Sales Targets: Meet business goals based onAnnualized Premium (ANP) and case count Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions Need-Based Selling: Ensure appropriate...


  • Thrissur, Kerala, India beBeePlacement Full time ₹ 9,00,000 - ₹ 15,00,000

    Our organization is seeking a skilled professional to fill the role of Corporate Relations and Placement Manager.The ideal candidate will have a strong background in corporate relations, with experience in new client acquisition, training, and placement. This is an excellent opportunity for a motivated professional to take on a challenging role and make a...


  • Thrissur, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    About the Role:An Equity Sales professional is responsible for managing client relationships, executing trades and deals, and driving revenue through idea generation and market insights.


  • Thrissur, India Primerootz Full time

    We are looking for a Customer Relationship Manager who will be the face of our brand, focused on building strong, long-term relationships with our clients. The ideal candidate will ensure customer satisfaction, resolve client queries efficiently, and proactively manage client accounts to drive loyalty and business growth.Key Responsibilities: 1. Customer...


  • Thrissur, Kerala, India Bajaj Allianz Full time

    Business Development Execution Formulate Sales Execution on ground for driving health business in alignment with overall business strategy for the vertical considering the prevailing market conditions to ensure achievement of defined targets revenue profit Maintains and analyzes sales reports and accordingly directs sales teams to increase health...


  • Thrissur, India AC Milan Academy Kerala Full time

    Job Title: Customer Relationship ExecutiveLocation: ThrissurSalary Package: ₹15,000 + performance-based incentives Job Description:We are looking for a motivated and customer-focused Customer Relationship Executive to build and maintain strong client relationships, ensure customer satisfaction, and support business growth. The ideal candidate will have...


  • Thrissur, Kerala, India beBeeRelationship Full time ₹ 17 - ₹ 28

    Job Opportunity:We are seeking a Relationship Manager to support high net worth individuals and provide tailored financial solutions.Key Responsibilities:BUILD STRONG RELATIONSHIPS with clientsANALYZE FINANCIAL NEEDS AND PROVIDE SOLUTIONSMULTIPLE ACCOUNT MANAGEMENTRequirements:EXPERIENCE IN PRIVATE BANKING OR SIMILAR FIELDSTRONG COMMUNICATION SKILLSFINANCIAL...