▷ Apply Now: Relationship Manager
2 days ago
Job Description Roles And Responsibilities Job Purpose - Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for - Acquiring new Bank's HNW relationships. - To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) - Liaising with branch staff to flag eligible customers form HNW portfolio - Acquire new customers who meet product criteria - Regular interaction with the customer to build rapport to understand and update the profile. - Enhance the Overall value/book size of the portfolio - Maintain the overall quality / hygiene parameters of the portfolio - Cross selling products of the bank based on the customer need - Joint calls being done along with Supervisor as per defined process - Advisory services to be offered based on the requirement - Achieving MTD and YTD Revenue Targets - Attrition control of customers Operations, Marketing & Processes - Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) - Ensure KYC / AML norms are adhered to at all points of time - Ensure that norms are adhered to for individuals workstation Increase In Wallet Share - Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs of the HNW Customer - Sales to family members and associates (all network) - Ensure that optimal levels of Income generating is reached - Product Penetration & contribution towards focused product Customer Service - Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. - Customer is informed about any regulatory or process change. Keep the customer updated on program features. - Ensure timely customer communication on requests and concerns raised. - Proactive complaint management through feedback from customers. - Promoting all direct banking channels and ensuring that the customer is utilizing the same - Ensure smooth transition of handover/takeover of the portfolio Key Skills - Sales and Influencing Skills - Banking Product & Process Knowledge - NRI Product and Regulatory Knowledge - Planning and Organizing Skills - Good Communication skills - Knowledge of Competition & Current trends in financial Industry. - IRDA Certification - NCFM Certification (Optional) - Exposure to Portfolio Management segment
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[Apply Now] Customer Relationship Manager
2 weeks ago
Saharanpur, India Hirva HR Solutions Pvt Ltd. Full timeJob Description This job is provided by apna.co Designation : Customer Relationship Manager - Engage in direct sales to promote banking and financial services to retail customers. - Develop new business through field visits, client meetings, and relationship building. - Deliver customer-centric solutions and support cross-selling initiatives. - Ensure...
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▷ Apply Now: Sales Executive
2 days ago
Bengaluru, India Elevate Now Full timeJob Description Job Title: BD - Sales Location: Work from Home Job Type: Full-time Experience: Minimum 1-3 Years Immediate Joiners About The Role We are looking for a Sr. Sales Executive who can drive pharmaceutical product sales and also handle customer support responsibilities. The ideal candidate should have strong communication skills (especially...
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▷ (Apply Now) Relationship Manager
2 weeks ago
Ahmedabad, India Petpooja Full timeJob Description Summary: We are seeking a dynamic and field-oriented Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS). The role involves lead generation through field visits and cold calling, conducting client demos, onboarding restaurants, and maintaining long-term client relationships. You will be...
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▷ [Apply Now] Relationship Manager
4 days ago
Thiruvananthapuram / Trivandrum, India Bajaj Life Full timeJob Description Company Description Bajaj Life Insurance is a rapidly growing life insurance company in India, offering a diverse range of plans including ULIPs, term insurance, retirement, and child policies. With more than 3.85 crore policyholders, an AUM of 1.3 Lakh Crores, a 99.29% claim settlement ratio, and a 343% solvency margin, Bajaj Life is...
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Varanasi, India Nirmal Bang Full timeJob Description Company Description Nirmal Bang, one of the leading stock broking companies in India, serves both retail and institutional clients by offering a variety of financial products and services including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository Services, and PMS. Co-founded and led by Mr. Dilip Bang and Mr....
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Apply Now: Relationship Lead
4 weeks ago
India Packt Full timeAbout Packt Packt is a leading publisher of technical learning content with the ability to publish books on new and emerging tech faster than any other publisher in the world We believe that software has a deep impact on the world and that software runs on knowledge Our mission is to increase the shared value of deep tech knowledge We are tech content...
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Relationship Manager
4 weeks ago
Chennai, India Reliance Nippon Life Insurance Full timeJob Description This job is provided by apna.co Position: Relationship Manager Location: Guindy, Chennai Employment Type: Full-time Experience: 15 years in Sales / Life Insurance (Direct Channel) Key Responsibilities Build and manage a portfolio of high-net-worth clients Understand client needs and provide customized insurance and investment...
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Female Relationship Manager
2 weeks ago
Varanasi, India Seven Consultancy Full timeJOB DETAILS 1) Understand customer needs and develop plans to address them2) Identify key staff in client companies to cultivate profitable relationships 3) Resolve customer complaints quickly and effectively 4) Forward upselling and cross-selling opportunities to the sales team 5) Promote high-quality sales, supply and customer service processes 6) Aim to...
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Apply Now! Draftsman
1 week ago
Mumbai, India Pratham Technologies Full timeJob Description Job Description - Model wise complete drawing attachment to ERP - To support operations in terms of design document - To complete back-office work of design on time - To complete BOM entry in ERP - To do pdf drawing of AutoCAD,2D & 3D format of drawings - To give design input to materials in soft/hard format wherever needed - To entered part...
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Business Development Specialist
3 weeks ago
India EAGLE CARS LIMITED Full timeJob Description Eagle Cars, London's trusted luxury chauffeuring service, is looking for experienced professionals in the UK and USA to collaborate with us and grow our client base. Role: Business Development Executive Travel & Corporate (Commission-Based) Compensation: 10% commission on every booking not a fixed Salary. Type: Remote / Flexible...
