
Relationship Manager
2 days ago
- Will be responsible for meeting sales target through Bank s FOS.
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch each day.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS
- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets
- JOB REQUIREMENTSKEY RESPONSIBILITIESWill be responsible for meeting sales target through Bank s FOS.
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch each day.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS
- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets
Role:Relationship Manager
Industry Type:Insurance
Department:BFSI,Investments & Trading
Employment Type:Full Time, Permanent
Role Category:Life Insurance
Education
UG:Any Graduate
PG:Any Postgraduate
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India YES BANK Full timeRole Summary-The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients. Core Responsibilities-Market Assessment and Business DevelopmentConducts market research to...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India YES BANK Full timeRole Summary- The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients. Core Responsibilities- Market Assessment and Business Development Conducts market research to...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Skill Ventory Full timeRoles and Responsibilities Job Purpose The role holder is responsible for acquiring and providing support to the clients in the high octane middle market segment Rs. -0 crore turnover), offering them entire suite of bank products 1)Revenue Generation Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India skillventory - A Leading Talent Research Firm Full timeJob Description- I. Position Purpose- -The role holder is responsible for acquiring and providing support to the clients in the high octanemiddle market segment (i.e. Rs. 100-1500 crore turnover), offering them an entire suite of bankproducts.- II. Position Responsibilities- Revenue Generation- Achieve Banks objective in terms of earnings, assets,...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India upGrad Rekrut Full timeAbout the CompanyRelationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.About the...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India Ashika Group Full timeRole Summary:We are seeking a high-performing Relationship Manager to manage and scale distribution relationships for our Alternative Investment Fund (AIF) platform. The ideal candidate brings deep experience in the Indian AMC or AIF industry, and has a proven ability to acquire and manage distribution partnerships across Private Wealth firms, Banks, RIAs,...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Max Life Insurance Full timeKEY RESPONSIBILITIES Will be responsible for meeting sales target through Bank s FOS Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India Saplings HR Full timePurpose of the JobThe role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family OfficesKey ResponsibilitiesEnsure effective and smooth...
-
Relationship Manager
1 week ago
Mumbai, Maharashtra, India Saplings HR Full timePurpose of the Job The role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices Key Responsibilities Ensure effective and smooth...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Tata Tele Business Services (TTBS) Full timeJob Description- Carrier Relationships are very critical as large product inventory and Value associated with each Carrier Customer- Relationship Manager is responsible for overall engagement impacting post Sales customer life cycle- Develop strong relationships with key Decision Makers and Influencers in the customer account- Appropriately and efficiently...