Relationship Manager
2 days ago
We are Hiring for a Scheduled Commercial BankPosition: Service Delivery Associate (SDA) – Non-Cash (Aspire)Reports to: Service Delivery Manager (or Branch Manager where no SDM is present)Brief Description:The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new customers, and cross-selling various financial products and services.Key Job Responsibilities:Business Deliverables:Maintain Product Holding Ratio, channel enrollment, and data quality as per assigned benchmarks.Drive Existing Relationship Value (ERV) and New-To-Bank (NTB) growth as per set targets.Achieve overall deposits growth and fee-based income (Life Insurance, General Insurance, Trade Forex, Assets, Mutual Funds, etc.).Obtain certification on all products offered through the branch.Ensure strict adherence to KYC, AML, and internal compliance policies.Customer Service:Deliver excellent customer service within defined Turnaround Times (TAT) and complaint management norms.Maintain branch ambiance, mandatory displays, and overall customer experience.Ensure adherence to BSOPM, compliance, and audit guidelines with satisfactory internal/external audit results.Provide accurate product information and timely resolution of customer issues.Record and resolve customer complaints within stipulated timelines.Engage in preventive complaint management and proactively collect customer feedback.Promote digital and direct banking channels and ensure customer adoption.Portfolio Management:Manage and grow the Aspire Banking Customer Portfolio (subject to portfolio creation in the branch).Identify eligible customers and upgrade them under the Aspire Banking program.Deepen customer relationships by ensuring primary banking status and offering relevant products.Conduct regular customer interactions to identify financial needs and provide suitable solutions.Cross-sell to family members and associates within grouped relationships.Achieve portfolio-level benchmarks on contactability, family grouping, cross-sell ratio, and channel activation.Meet all portfolio performance metrics and income benchmarks.Education:Graduation (minimum 50%)Competencies:Sales and Influencing SkillsKnowledge of Banking Products & ProcessesPlanning and Organizing SkillsStrong Communication and Interpersonal SkillsCustomer Service OrientationCustomer Portfolio ManagementPreferred Certifications:AMFI CertificationIRDA Certification
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Client Relationship Manager
2 days ago
tamil nadu, India TecSight Full timeJob Title: Client Relationship Manager – IT ServicesLocation: Chennai Job type: Full timeRole OverviewThe Client Relationship Manager (CRM) is responsible for managing and nurturing strategicclient relationships, ensuring high levels of customer satisfaction, driving account growth,and acting as the primary point of contact between the client and internal...
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Account Relationship Manager
3 weeks ago
tamil nadu, India Schoolcanvas.com Full timeCompany DescriptionSchoolcanvas, formerly known as Parentsalarm.com, is a prominent cloud-based School ERP and mobile apps company. Award-winning and trusted by over 700 schools nationwide, it provides a comprehensive set of services including attendance tracking, examination management, online fee collection, school bus/GPS tracking, and performance...
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Relationship Manager
2 weeks ago
Tirunelveli, Tamil Nadu, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Tirunelveli This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management With an experience range of 3-6 years the ideal candidate will be responsible for managing sales targets and fostering...
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Executive Relationship Manager
2 hours ago
tamil nadu, India Bajaj Allianz Life Insurance Full timeCompany DescriptionBajaj Allianz Life Insurance is a joint venture between Bajaj Finserv Limited and Allianz SE, providing innovative life insurance solutions. With a 5-Year CAGR of 29% in FY24 and INR 1,23,734 Crore Assets Under Management, we have become a trusted partner in securing the life goals of 3.85 Crore lives. Our customer-centric approach...
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Client Relationship Manager
1 week 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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Senior Relationship Manager
4 days ago
tamil nadu, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Relationship Manager
3 days ago
tamil nadu, India Anand Rathi Share and Stock Brokers Ltd Full timeRoles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligenceHe/she should have maximum number of own clients relationship and he/she should be aware of local market intelligencePromote Focus Product of the month Maintain records of business on internal...
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Senior Relationship Manager
4 days ago
tamil nadu, India JM Financial Asset Management Ltd Full timeAbout the CompanyJM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong...
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tamil nadu, India Bajaj Capital Ltd Full timeJOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/CTC: It’s not constrain for right candidate (Its Negotiable).Experience: 1+ YearLocation: MaduraiFunctional Area: BFSI, Investments & Trading.Employment Type: Full Time, Permanent.Education: Any Graduate.Total Openings - No. 30+Notice period: Most preferred for immediate joiner/ 15 days /...
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Relationship Manager
1 week ago
Mayiladuturai Taluka, Tamil Nadu, India Equitas Small Finance Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionEquitas Small Finance Bank is a committed partner in helping individuals, families, and businesses achieve their financial goals through seamless banking services. As active members of the communities we serve, we prioritize fairness and transparency in our banking practices. Our strong philanthropic presence underscores our dedication to...