Relationship Manager
3 weeks ago
Job Description - Execution - Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. - Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. - Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required - Resolve operational issues faced by the partners to ensure smooth experience while working with Bajaj general Insurance - Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team - Service Orientation - Schedule meetings with prospective banking clients and brief them about Bajaj general Insurance products/ offer them lucrative products in coordination with the Vertical Head - Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from Bajaj general Insurance portfolio, assess profitability & viability assessment of partnership - New Acquisition Banking Partners - Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. - Assist banking partners in pitching product to crucial customers & driving sales closure for the same. - Identify cross sell opportunities for existing customers - Relationship Management - Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business - Conduct trainings at the branch for all banking partners around regulatory guidelines and products. - Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography
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Relationship Manager
2 days ago
Chennai, India Abakkus Asset Manager Private Limited Full timeJob Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...
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Wealth Relationship Manager
4 weeks ago
Chandigarh, Chandigarh, India, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, LudhianaThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added...
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Relationship Manager
5 days ago
Chandigarh, Chandigarh, India AegisCovenant Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionAegisCovenant specializes in providing Roadside Assistance, Insurance Management Services, and Vehicle Rental & Subscription Services for OEM Dealers. The company is dedicated to delivering efficient and reliable solutions tailored to the automotive industry. AegisCovenant is committed to supporting dealerships by streamlining operations...
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Relationship Manager
2 weeks ago
Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager-Business Banking-Affluent-Priority-Regional sales Role:Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee...
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WBCG:FIG - Relationship Manager
2 days ago
Chandigarh, India Axis Bank Full timeJob Description About Wholesale Banking Coverage Group: The Wholesale Banking Coverage Group (WBCG) focusses on doing business with customers such as the Government, Strategic, large and mid-corporates and the SMEs across industries like Infrastructure, Engineering, Chemicals, Oil& Gas, Metals, textiles etc. The Corporate lending business emphasizes on doing...
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Relationship Manager
4 weeks ago
Chandigarh, India, India Policybazaar.com Full timeInterested candidates please contact Zoya ( 9818058256)Freshers are being Hired.Bike and Dl is mandatory.Field SalesJob RoleWe are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate...
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▷ (Urgent) Senior Relationship Manager
1 week ago
Chandigarh, India WealthVault Research and Analytics Pvt. Ltd. Full timeJob Description Job Title: Senior Relationship Officer Experience Required: 25 Years Location: Chandigarh Job Type: Full-Time Industry: Financial Services / Wealth Management Role Overview We are seeking a motivated and client-focused Wealth Manager with 25 years of experience in the financial services industry. You will be responsible for managing client...
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Relationship Manager
2 weeks ago
Chandigarh, Chandigarh, India Speshally NHS Pvt Ltd Full time ₹ 35,00,000 - ₹ 50,00,000 per yearCompony: Club MahindraJob Title: Relationship Manager / Senior Relationship ManagerLocation: ChandigarhIndustry: Sales & Business DevelopmentDepartment: Direct Sales / Member AcquisitionCTC: 3.5 LPA to ₹5 LPAPerformance Bonus: ₹1 Lakh (apart from regular incentives)Sales Incentive: ₹10,000–₹15,000 for 2–3 unit salesJob Purpose:To drive revenue...
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Customer Relationship Manager
1 week ago
Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob Title: Customer Relationship ManagerLocation: ChandigarhCompany: D.R. Shares & Stock Brokers PVT LTDJob Type: Full-Time | On-siteExperience: 1 – 2 Years (Banking/Finance Preferred)Job Overview:Are you currently in banking and looking for a dynamic shift into capital markets and client relationship management?We are seeking a Relationship Manager with a...
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Relationship Manager
1 week ago
Chandigarh, Chandigarh, India CDL Financial Services Pvt Ltd Full time ₹ 2,00,000 - ₹ 6,00,000 per yearReady to take the next step in your career? CDL Finserv is expanding and we're looking for an experienced Relationship Sale Manager to join our team in ChandigarhIf you have a passion for sales and a strong background in the NBFC or Banking sector, we want to hear from you.At CDL Finserv, we believe in building a future, Today, Tomorrow, Together. Join us...