Relationship Manager
20 hours ago
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 BAGIC 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 BAGIC 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 BAGIC 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 Department East Skills Required Agency Sales Relationship Management sales Role 2 Years Of Exp 2 to 8 Years Designation Relationship Manager
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Relationship Manager
2 weeks ago
Patna, India Whatjobs IN C2 Full timeOne of the Largest Heritage Brokers is hiring for Relationship Manager for Patna It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus...
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Relationship Manager
3 days ago
Patna, Bihar, India R Patel Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionR Patel Wealth, established in 1990, is a highly regarded Mutual Fund Distribution Firm dedicated to fostering a culture of saving and building wealth through long-term investments. The firm prioritizes simplifying the complexities of investing, making it accessible and actionable for its clients. With a strong foundation in delivering...
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Relationship Manager
3 weeks ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Company the RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship Manager
3 weeks ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Company the RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship manager
2 weeks ago
Patna, India Anand Rathi Share And Stock Brokers Ltd Full time```htmlAbout the Companythe RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship Manager
3 days ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Company the RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship manager
3 weeks ago
Patna, India Anand Rathi Share And Stock Brokers Ltd Full time```html About the Company About the Role The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship Manager
3 weeks ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Companyhttps://anandrathi.com/About the RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also...
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Relationship Manager
3 weeks ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Companythe RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship Manager
3 weeks ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Companyhttps://anandrathi.com/About the RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also...
