Relationship Manager

4 weeks ago

Cuttack India Tata AIA Life Full time

Job Description Role description JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution - Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales . Achieve the set business targets on ANP and case count . Acquire New Customer through following: Leads Natural market References Orphan base . Fix meetings with the prospects to conduct need analysis and explain products . Implement and adhere to Need Based Selling Model. . Up- sell & Cross Sell the Orphan Base of Customers allocated. . Ensuring timely issuance of policies by resolving pending etc. . Render prompt post sales service to all allocated customers with respect to all domains . Adhere to the customer touch-point engagement in order to service his portfolio of customers. . Maintaining the desired persistency ratio . Strategize and interact closely with the supervisor on delivering on Business nos. . Work collectively with the supervisor and conduct joint sales calls whenever required . To develop and implement short term and long term plans to achieve sales targets . Adhere to Activity management framework advised . Follow - up on their database / leads provided by Lead Management System (Orphan/ New Prospects. Customer orientation & reporting/ (MIS) . Update the LMS (Lead management System) on a daily basis. . Adhering to the Training Road map. . Providing timely reports to the Supervisor / Area manager as per the requirement. . Ensuring compliance to internal sales process . Should be process & product champion to ensure adherence to TALIC policies and procedures. . Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Behavioral Essential Desired Interpersonal Skills . Communication Skills . Creative thinking skills . Supervising/ Leadership skills . Teamwork Skills . Influencing Skills . Relationship Building Skills . Decision Making Skills . Incumbent Characteristics Essential Desired Qualification Graduate Graduate Experience 0 -2 years experience 2 years experience with similar role Age Below 30 years Basic Competency Good Attitude Clear Communication ( Local Language ), Basic English language understanding / communication Basic Mathematics ( % calculation etc ) Disclaimer: This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organisational need/requirement from time to time.

  • Senior Relationship Manager

    1 week ago

    Cuttack, Odisha, India Bajaj Finance Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Job PurposeThis position is open with Bajaj Finance ltd.- Young and dynamic Experienced candidates with 2-4 yrs of experience in Gold Loans and who are passionate about building their career in the Gold loans domain.- Should possess excellent written and verbal Communication and also should possess basic knowledge in MS office.- Knowledge of the vernacular...

  • Relationship Manager

    3 weeks ago

    Chennai, India Abakkus Asset Manager Private Limited Full time

    Job 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...

  • Relationship Manager

    7 days ago

    Cuttack, India Hdfc Life Full time

    Job Description Key Responsibilities - Develop and execute business strategies to improve profitability and operational efficiency within the SME sector. - Manage and expand relationships with key SME clients, ensuring alignment between their financial needs and bank offerings. - Lead EEG initiatives that support innovation and market leadership in SME...

  • Development/Relationship Manager

    2 days ago

    Cuttack, Odisha, India ICICI Lombard Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Greetings from ICICI Lombard General Insurance Co. Ltd.ICICI Lombard is the leading private general insurance company in the country. The Company offers a comprehensive and well-diversified range of products through multiple distribution channels, including motor, health, crop, fire, personal accident, marine, engineering, and liability insurance. With a...

  • Relationship Manager

    2 weeks ago

    India upGrad Rekrut Full time

    Hiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. Open Positions...

  • Relationship Manager

    7 days ago

    India Kaabil Finance Private Limited Full time

    Job Description Company Description Kaabil Finance Private Limited is dedicated to empowering individuals at the foundation of India's economic pyramid. By providing financial support to deserving customers, Kaabil Finance champions the cause of Atmanirbhar Bharat, helping to build a self-reliant India. The company values inclusivity and sustainable growth,...

  • Relationship Manager

    6 days ago

    Bhubaneswar, Cuttack, Jeypur, India Shriram Life Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    *Key Responsibilities:Partner Relationship ManagementBuild strong rapport with branch staff to generate life insurance leads.Collaborate closely with bank personnel to ensure smooth product promotion and customer conversion.Sales Target AchievementDrive sales of life insurance products through bank branches to meet monthly, quarterly, and annual...

  • Relationship Manager

    7 days ago

    india Anand Rathi Share and Stock Brokers Ltd Full time

    ```html About the Companyhttps://anandrathi.com/ About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilitiesTo acquire Preferred clients (Affluent & Super Affluent)To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clientsTo advise Affluent &...

  • Relationship Manager

    7 days ago

    india Anand Rathi Share and Stock Brokers Ltd Full time

    ```html About the Companyhttps://anandrathi.com/ About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilitiesTo acquire Preferred clients (Affluent & Super Affluent)To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clientsTo advise Affluent &...

  • Relationship Manager

    2 weeks ago

    India Dolphin Consultants Full time

    Job Description Job Responsibilities - Experience in dealing with LAP (Loan against Property) - Manage the LAP DSA team to drive sales performance and meet targets - Create good relationship with DSAs to create leads - Responsible for processing loan - Develop and maintain strong relationships with customers to enhance business opportunities - Coordinate...