Group Relationship Officer

4 weeks ago


Chandigarh, India TMI Group IN Full time

**Job Information**:
- Salary
- **₹ 1000000 - 1500000**- No. of Openings
- **1 opening**- Required Skills:

- **corporate sales,relationship management,sales,relationship building**- Job Experience:

- **10 - 15 years**- Job Qualifications
- **Bachelor's Degree**

**The purpose of this job is to achieve Institutional sales targets in the Key (Fund size is from 3-25 Cr) & Mega account (Fund size is above 25Cr) in the assigned region.**:
**Key Result Areas**:
Supporting Actions

Achieve targets in order to meet the overall objectives of the department in line with the organizational goals
- Follow BSLI CSS ( Consultative selling skills model) to generate required Business
- Draw up account activity plan & target customers systematically & strategically in order to convert more prospects into customers
- Pitch BSLI to products range to prospective customers
- Make presentations to prospective clients
- Continuously work with all channel partners for generating sales.
- Train DSF Advisors.
- Furnish market intelligence & latest updates about products, services, wins & losses of competition

Ensure timely reporting as per prescribed standards.

Ensure customer satisfaction & retain existing relationships to enhance continuity in relationships.
- Provide regular information related to investments.
- Fulfil customer requirements within the given deadlines to deliver customer satisfaction like PAS, Actuarial Valuation, XIRR, etc.
- Conduct regular client meetings in order to understand their change in liabilities and accordingly take appropriate action.
- Educate customers on use of BSLI‘s web interface.
- Coordinate between the customer & various external agencies for legal requirements.

**5) Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report)**:



  • Chandigarh, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Merchant Services-ME Relationship Officer - Retail RO **Office Location**: SECTOR 32 D MARKET Chandigarh (Branch) **Position description**: Merchant Services-ME Relationship Officer - Retail RO **Primary Responsibilities**: - Relationship Officer will be responsible for ensuring engagement &...


  • Chandigarh, India Ujjivan Small Finance Bank Full time

    **Relationship Officer-Micro Mortgages-Ludhiana Chandigarh Road**: North 2276-Ludhiana Chandigarh Road, Ludhiana, Punjab, India - Department- NORTH BUSINESS- Job posted on- Jun 04, 2024- Employee Type- Permanent- Experience range (Years)- 0 - N.A.- 1._ Business/ Financials - 2._ _Achieve the set targets on MLAP Loans in terms of open market acquisition and...

  • Relationship Officer

    1 month ago


    Chandigarh, India Kuber financial services pvt ltd Full time

    **Relationship officer** **Requisite** Qualification: 12th Pass Experience: 1-2 Years Own Bike with Licensee Location: Chandigarh /Zirakpur **Roles and responsibilities** - Generate new customer leads through various channels - Proactively identify sales prospects and conduct business development activities - Follow up on new leads and referrals to...

  • Relationship Officer

    2 months ago


    Chandigarh, India Kuber financial services pvt ltd Full time

    **Relationship officer** **Requisite** Qualification: 12th Pass Experience: Fresher Own Bike with Licensee Location: Chandigarh /Zirakpur **Roles and responsibilities** - Generate new customer leads through various channels - Proactively identify sales prospects and conduct business development activities - Follow up on new leads and referrals to...

  • Relationship Officer

    2 months ago


    Chandigarh, India Kuber financial services pvt ltd Full time

    **Relationship officer** **Requisite** Qualification: 12th Pass Experience: 1-2 Years(In finance sector) Own Bike with Licensee Location: Chandigarh /Zirakpur **Roles and responsibilities** - Generate new customer leads through various channels - Proactively identify sales prospects and conduct business development activities - Follow up on new leads...


  • Chandigarh, India Kuber financial services pvt ltd Full time

    **Relationship officer** **Requisite** Qualification: 12th Pass Experience: 1-2 Years(In finance sector) Own Bike with Licensee Location: Chandigarh /Zirakpur **Roles and responsibilities** - Generate new customer leads through various channels - Proactively identify sales prospects and conduct business development activities - Follow up on new leads...


  • Chandigarh, India CSB Bank Full time

    Customer Relationship Officer (Location...MFT7474 - Retail BankingCity - Chandigarh - Required Experience - 0 - 3 Years -Posted On - 08 May 2023 Basic Section No. Of Openings - 50 - Grade - NA1 - Designation - Others - Closing Date - 31 Mar 2024 - Organisational Organisation - CSB Bank - Organization Unit - Retail & SME (Business And Risk), Operations &...


  • Chandigarh, India ConnectIN Jobs Global Full time

    **DUTIES AND RESPONSIBILITIES**: - CANDIDATES NEED TO SELL LIFE INSURANCE TO THE OUTSIDE CUSTOMERS(FIEELD SALES). **1) No of vacancies: - 55 (Multiple Locations)** 2) Designation_ Relationship Officer/ Senior Relationship Officer/ Executive Relationship Officers 3) **Salary Range: - 4.75 Lacs + Incentives** 5) Immediate Joiners or less notice period...

  • Relationship Officer

    1 month ago


    Chandigarh, India MNR Solutions Private Limited Full time

    **Purpose of the Admission Officer role**: Admission officer is responsible for lead generation through variety of marketing activities resulting in counselling and enrolling the students. **As an Admission officer, you are expected to**: 1. Generate admissions by maintaining a continuous influx of data by conducting “Above The Line” (ATL) & “Below...

  • Office Boy

    1 week ago


    Chandigarh, India DIVINE GROUP OF INSTITUTIONS Full time

    we need office boy to support **EXPERIENCE** 1 - 2 years **LOCATION** **Divine Group of Institute** **Sco-209, 1st floor, Sector-36/D** **Chandigarh** **Job Types**: Full-time, Regular / Permanent **Salary**: ₹9,000.00 - ₹15,000.00 per month **Benefits**: - Internet reimbursement Schedule: - Day shift Supplemental pay types: - Overtime...

  • Relationship Officer

    1 month ago


    Chandigarh, India Ceorra Technologies Private Limited Full time

    Firstly, Maintain and Develop Good Relationship with Customers Through Personal Contact or Meetings or Via Telephone Etc. - Must Act as a Bridge Between the Company and Its Current Market and Future Markets nearby Local Location. - Display Efficiency in Gathering Market and Customer Info to Enable Negotiations Regarding Variations in Prices, Delivery and...

  • Loan Officer

    1 month ago


    Chandigarh, India Ujjivan Small Finance Bank Full time

    **Loan Officer-Housing Loans - Chandigarh Sec-34**: North 2238-Chandigarh Sec-34, Chandigarh, Chandigarh, India - Department- NORTH BUSINESS- Job posted on- May 03, 2024- Employment type- Permanent**Group Company**: Ujjivan Small Finance Bank **Designation**: Loan Officer-Housing Loans (UB-HSG-EB-LOH), Loan Officer-Housing Loans (UB-HSG-NB-LOH), Loan...


  • Chandigarh, India Meena Bazaar Full time

    1-2 Years experience in Customer service and Customer Relationship Management - Preferably in Retails sales of Garments **Salary**: ₹15,000.00 - ₹20,000.00 per month Shift: - Day shift Supplemental pay types: - Commission pay **Education**: - Higher Secondary(12th Pass) (preferred) **Experience**: - Ladies ethnic Wear Sales: 1 year...

  • Raaga- Te-punjab

    1 month ago


    Chandigarh, India CavinKare Group Full time

    Department - Technical - PR - Job posted on - Nov 11, 2023 - Employment type - Sales role (P) **Group Company**: CavinKare Private Limited **Designation**: Technical Trainer Officer (DESIG_209) **Office Location**: **Position description**: This role will be handling the technical training, demos, workshops and seminars for salons, external clients and...


  • Chandigarh, Chandigarh, India AVC Consultants Full time

    1. Build relationships with key employees among customers 2. Create plans to address clients’ business needs 3. Advise clients on creating profitable processes 4. Schedule regular meetings with customers to ensure they are satisfied 5. Act as point of contact for complaints and escalate issues as appropriate 6. Help sales team up-sell or cross-sell...


  • Chandigarh, India Ask Nyra IT Solutions Full time

    Our esteemed organization is looking for young and talented Sales executive for Hisar branch. Description - Fluent in English - Good command over Windows and MS Office - Typing speed above 30 words per minute. - Flexible in Shift timing **Salary**: ₹12,000.00 - ₹15,000.00 per month Schedule: - Day shift Supplemental pay types: - Performance bonus


  • Chandigarh, India Ak Global Management Services Full time

    Designation: Relationship Officer Job Location: - Chandigarh and Ludhiana. Job Role - Generate new customer leads through various channels Follow up on new leads and referrals to generate business Managing Collection portfolio Follow the various internal guidelines and procedures of the bank Customer Relationship Management Maintain periodic status...


  • Chandigarh, India Oceanic Consultants Pvt Ltd Full time

    Counseling and assessing the client - Determining the visa type and advising the client on the process - Providing details on costs involved including the stage on which the payment is to be made - Collecting payments and issuing receipts - Forwarding the payment to relevant person in accounts department - Creating record for the client in the software -...


  • Chandigarh, India Oceanic Consultants Pvt Ltd Full time

    Counseling and assessing the client - Determining the visa type and advising the client on the process - Providing details on costs involved including the stage on which the payment is to be made - Collecting payments and issuing receipts - Forwarding the payment to relevant person in accounts department - Creating record for the client in the software -...


  • Chandigarh, Chandigarh, India Chandigarh University Full time

    Introduction Are you passionate about education and have strong communication skills? Chandigarh University is currently seeking an accomplished and dynamic individual to join our team as an Admission Executive/Admission Officer. This position is crucial in attracting and recruiting talented students to our esteemed university. As an Admission...