Relationship Manager
4 weeks ago
Position Overview Position Title Relationship Manager Department CUB Level Band Executive - 201 Role Summary Visit partner branches and interact with Bank branch managers Ensure sales targets assigned are met on every parameter Interact with customers to explain the products and solutions Help branches mapped to her him help achieve insurance sales targets Organizational Relationships Reports To Cluster Manager Regional Sales Manager Supervises NA Job Dimensions Geographic Area Covered Branches Stakeholders Internal Supervisors Ops Underwriting Legal External CUB Key Result Areas Partner and Client Management Exceeding branch level targets NB renewal STP digitization product mix etc Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned - complete documentation medicals close pending documentation Drive local contests and engagements to engage teams Keep track of all contests and initiatives launched - bank other insurers and Tata AIA Life Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status Take help from them to push motivate them to maintain productivity Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Aid the bank branches to adopt new processes and technology Ensure sales targets assigned are met on every parameter Assist Branch team to ensure their insurance targets are met by providing sales support correct training product updates sales information Align partner to ensure both teams are working towards the same goal Customer service Ensure adequate customer service - grievance redressal claim settlement renewal etc E Skills Required Technical Good product knowledge Working knowledge of MS Office Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills F Incumbent Characteristics Essential Desired Qualification Graduation Insurance specific training Experience 2 to 4 years of work experience in Insurance Financial Service Background Public Sector Bank partner work experience would be preferable About Company Tata AIA Life Insurance Company Limited Tata AIA Life is a joint venture company formed by Tata Sons Pvt Ltd and AIA Group Ltd AIA Tata AIA Life combines Tata s pre-eminent leadership position in India and AIA s presence as the largest independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region Tata AIA Life has written retail new business weighted premium of Rs 2 692 crore for the financial year 2019-20 For the same period the 13th month persistency of the company was at 89 10 and the individual death claims settlement ratio was 99 06 One of the fastest growing companies in the Life Insurance sector Tata AIA Life is now ranked at no 5 based on individual weighted new business premium
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Customer Support Executive
2 weeks ago
Chennai, Tamil Nadu, India GST Manager Full time**About Us** **The Role** We are seeking a **Customer Support Executive** to join our team in **Chennai**. This role involves managing client relationships, overseeing task management systems, and ensuring seamless communication between customers and internal teams. - Strong organizational skills - Excellent communication abilities - A knack for...
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Service Relationship Manager
2 days ago
tamil nadu, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience. Key Responsibilities; Client...
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Service Relationship Manager
3 days ago
tamil nadu, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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Client Relationship Manager
3 days ago
tamil nadu, India TECEZE Full timeAbout the RoleIT Services - CRMLocation: Chennai/Mumbai/Bangalore/Delhi/HyderabadThe role involves maintaining and establishing business relationships between the company and its clients, developing IT projects to meet business needs, and ensuring timely delivery of IT initiatives related to customer services.ResponsibilitiesMaintain and establish business...
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tamil nadu, India Bajaj Capital Ltd Full timeMega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branchmanager@Chennai , Madurai,Tiruchirapalli, Karur, TirunelveliIf interested Please send your cv to:- harini.sree@bajajcapital.comvaradarajan.dittakavi@bajajcapital.comJOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager.CTC: It’s not constrain...
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Wealth Relationship Manager
3 days ago
tamil nadu, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in ChennaiThe 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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Wealth Relationship Manager
2 days ago
tamil nadu, India Wise Finserv Full timeRole Description This is a full-time on-site role for a Wealth Relationship Manager located in Chennai The 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 advantage....
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Client Relationship Manager
2 weeks ago
tamil nadu, India Live Connections Full timeJob Title: AGM – Business Relations / Client Relations / Prefers Gender Diversity / Immediate Joinees Location: ChennaiPackage : 8 LacsJob Title: Assistant General Manager AGM Business Relations Location: Base Office Reports To: Chief Operations OfficerThe AGM Business Relations will lead a team of Assistant Managers and Guest Relations Executives across...
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Client Relationship Manager
2 weeks ago
tamil nadu, India Live Connections Full timeJob Title: AGM – Business Relations / Client Relations / Prefers Gender Diversity / Immediate Joinees Location: Chennai Package : 8 Lacs Job Title: Assistant General Manager AGM Business Relations Location: Base Office Reports To: Chief Operations Officer The AGM Business Relations will lead a team of Assistant Managers and Guest Relations Executives...
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Relationship Manager
6 days ago
Inclusive Banking - MF>South>Tamil Nadu>Kumbakonam>Tanjore>Mannargudi>Thanjavur>>Iyyampettai Thanjavur, India Equitas Small Finance Ltd Full time ₹ 4,00,000 - ₹ 8,00,000 per yearRelationship Manager - MF CollectionsSourcing of LAP & Housing finance through connectors & self-sourcing. Empanelment of New connecters to source business in HF & LAP Process of LAP & Micro Housing loan by accessing their income through personal discussion & field Visit & documentation. Track and Ensure Repayments of the Loan disbursed An...
