Relationship Associate

2 days ago


Kolkata India Max Financial Services Full time

Job Description KEY RESPONSIBILITIES:- - Build relationship with key Axis Bank Stake holders and drive partner sales team to achieve desired output of activation, business and other key parameters through regular engagement. Responsible for Business Target achievement of the Region. - Provide inputs to the salary area head, circle TASC head and circle ADM head and make plans for achievement in order to support and contribute to Axis Bank Strategy. Should work very closely and in tandem with circle heads and area head of CSG, TASC and ADM. - Maintain Customer Parameter: Persistency, Leakage and Grievance Incidence Rate. - To provide Analysis of the performance, highlights of these channels by participating through weekly PRPs with Key accounts manager, Circle manager (LS &BB). - Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. - Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. - Daily updates in alignment with Axis vertical heads on focused business Parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. - Ensuring Cluster/Branch visits to optimize performance and enhance relationship. - Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. KEY RESPONSIBILITIES:- - Build relationship with key Axis Bank Stake holders and drive partner sales team to achieve desired output of activation, business and other key parameters through regular engagement. Responsible for Business Target achievement of the Region. - Provide inputs to the salary area head, circle TASC head and circle ADM head and make plans for achievement in order to support and contribute to Axis Bank Strategy. Should work very closely and in tandem with circle heads and area head of CSG, TASC and ADM. - Maintain Customer Parameter: Persistency, Leakage and Grievance Incidence Rate. - To provide Analysis of the performance, highlights of these channels by participating through weekly PRPs with Key accounts manager, Circle manager (LS &BB). - Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. - Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. - Daily updates in alignment with Axis vertical heads on focused business Parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. - Ensuring Cluster/Branch visits to optimize performance and enhance relationship. - Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.



  • Kolkata, West Bengal, India Mahalaxmi Continental Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    We seek a soft-spoken, dynamic, and confident Customer Relationship Associate to engage with brokers, truck owners, and transporters, collect and verify KYC details, update records, and ensure accuracy with strong communication and people skills. Required Candidate profile• Female candidate with strong spoken communication skills in Hindi and English...


  • Kolkata, Mumbai, India Indusind Bank Full time

    Job Description An Associate Relationship Manager (ARM) in bankingsupports senior relationship managers by assisting with client onboarding, managing administrative tasks, and ensuring smooth client service. Key responsibilities include handling client queries, preparing documentation and credit proposals, and maintaining client records. ARMs also help...


  • Kolkata, India Max Financial Services Full time

    Job Description KEY RESPONSIBILITIES:- - Managing relationship with Axis Branch Sellers and thereby meeting target through Bank's FOS - Responsible for managing the leads generated from Branch and thereby convert into quality business. - Must ensure selling through E platform. - Must adhere to the process set and timely coordinate with Cluster Manager and...


  • India Aditya Birla Capital Full time

    HDFC Bank Relationship -Branch Banking - Gujarat-Exp Associate Branch Relationship Officer Location: HDFCBB-I-6442, Tavara - HDFC- Branch Banking - Branch Relationship Officer JD - Job Description / Responsibilities Job Profile: Employees are ON ROLLS of Aditya Birla Sunlife Insurance. Employee will be mapped to the respective HDFC Branches basis on the...


  • Bangalore South, Karnataka, , India SharePal Full time ₹ 2,50,000 - ₹ 4,00,000 per year

    Brief summary about the role We are looking for a customer relationship associates who will have a strong understanding of the order process at SharePal, excelling at lead management, understanding customer needs, building relationships, and increasing conversions. The ideal candidate will be a quick learner with strong communication & negotiation skills,...


  • Bengaluru, India Max Financial Services Full time

    Job Description Job Description Job Code: Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 We Stand for: Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues....


  • Kolkata, West Bengal, India Dream Solution Indore Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Designation - Relationship Manager Corporate BankingGrade - Manager / Senior Manager / AVPReporting to- Head - Corporate BankingJob SummaryTo initiate, develop, strengthen and maintain new and existing relationships with the corporate customers and generate business / revenues.Detailed ResponsibilitiesGetting/maintaining new corporate relationships for the...


  • Kolkata, India Sai Fingrowth Pvt. Ltd. Full time

    Job Description Company Description Sai Fingrowth Pvt. Ltd. is a trusted leader in the financial services sector, specializing in Life Insurance, Health Insurance, General Insurance, Mutual Funds and Loan Services. With a commitment to offering smart, flexible, and reliable financial solutions, we cater to the diverse needs of individuals, families, and...

  • Sales Associate

    1 week ago


    Kolkata, India Bajaj Life Full time

    Job Description Company Description Bajaj Life Insurance is one of India's fastest-growing life insurance companies, serving over 3.85 crore policyholders with a variety of financial products. With an impressive solvency margin of 343% and a claim settlement ratio of 99.29%, Bajaj Life is committed to providing financial protection, wealth creation, and...


  • Kolkata, India Kotak Mahindra Bank Limited Full time

    Job Description TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc. Key Functions & Responsibilities: - TASC...