Relationship Manager
19 hours ago
A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BM
B. Internal Designation: Executive / Sr Executive
C. Job Role: Relationship Manager
D. Reporting to: Business Manager
E. Sub LOB / Department: Bancassurance & FINCARE
F. Location: Branch Offices-Pathanmthitta, Kerala
G. Experience: 1-2 years of relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).
H. CTC: Rs.2.00 to Rs.3.00 LPA
I. Qualification: Graduate or Post Graduate in any discipline
J. Job Purpose:
- To drive business through Channel Partners, branch staff, and the distribution network, ensuring that sales and service goals are met and the bancassurance business grows efficiently.
K. Key Responsibilities:
- Lead Generation & Business Development:
- After-Sales Service & Upselling:
- Branch Staff Activation:
- Training & Skill Development:
- Business Target Management:
L. Key Performance Indicators (KPIs):
- Monthly MWPI Target Achievements: Achieve 100% of the Monthly MWPI (Monthly Work Performance Indicator) target for issuance.
- Branch Activation Rate: Achieve a branch activation rate of >60% every quarter.
- Persistency Rate: Ensure 13th-month persistency is above 80% for policy renewals and customer retention.
- NOP Target Achievement: Meet or exceed the NOP (New Business Opportunity) targets as set by the management.
M. Job Requirements:
- Functional Competencies:
- Customer Orientation:
- Partner Management:
- Planning:
N. Behavioral Competencies:
- Business Acumen:
- Collaboration:
- Execution Excellence:
O. Key Interactions:
a) Internal Interactions:
- Sales Team:
- Non-Sales LOB (Line of Business): W
b) External Interactions:
- Bank Branch Staff:
P. Job Competencies:
- Customer Relationship Management:
- Sales Skills:
- Training & Development:
-
Manager - Credit Relationship
3 weeks ago
india Mashreq Full timeJob Purpose:Assist in financial analysis, credit risk assessment, risk rating and structuring & documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs);Meeting customers, preparing Green Light Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer...
-
Manager - Credit Relationship
3 weeks ago
India Mashreq Full timeJob Purpose: Assist in financial analysis, credit risk assessment, risk rating and structuring & documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs); Meeting customers, preparing Green Light Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer...
-
Relationship Manager
7 days ago
india Estalvis Advisors Pvt. Ltd. Full timeA. Job Title: Relationship Manager-Direct Sales B. Department: Direct SalesC. Location: DelhiD. Industry: InsuranceE. Position: 73F. Experience: 0-8 YearsG. CTC: ₹2.80 to ₹4.00 LPA + IncentivesH. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS ExcelI. Job Purpose:To provide customized insurance solutions to customers, addressing their...
-
Relationship Manager
6 days ago
india Estalvis Advisors Pvt. Ltd. Full timeA. Job Title: Relationship Manager-Direct Sales B. Department: Direct Sales C. Location: Delhi D. Industry: Insurance E. Position: 73 F. Experience: 0-8 Years G. CTC: ₹2.80 to ₹4.00 LPA + Incentives H. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS Excel I. Job Purpose: To provide customized insurance solutions to...
-
Relationship Manager
6 days ago
India Estalvis Advisors Pvt. Ltd. Full timeA. Job Title: Relationship Manager-Direct Sales B. Department: Direct Sales C. Location: Delhi D. Industry: Insurance E. Position: 73 F. Experience: 0-8 Years G. CTC: ₹2.80 to ₹4.00 LPA + Incentives H. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS Excel I. Job Purpose: To provide customized insurance...
-
Manager - Credit Relationship
1 month ago
india Mashreq Full timeJob Purpose:Assist in financial analysis, credit risk assessment, risk rating and structuring & documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs);Meeting customers, preparing Green Light Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer...
-
Manager - Credit Relationship
1 month ago
India Mashreq Full timeJob Purpose:Assist in financial analysis, credit risk assessment, risk rating and structuring & documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs);Meeting customers, preparing Green Light Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer...
-
Manager - Credit Relationship
1 month ago
india Mashreq Full timeJob Purpose: Assist in financial analysis, credit risk assessment, risk rating and structuring & documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs); Meeting customers, preparing Green Light Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer...
-
Manager - Credit Relationship
1 month ago
india Mashreq Full timeJob Purpose: Assist in financial analysis, credit risk assessment, risk rating and structuring & documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs); Meeting customers, preparing Green Light Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer...
-
Relationship Manager
7 days ago
india Parag Parikh Financial Advisory Services Limited Full timeJob Description-The candidate should have a very clear concept and visibility of Sales & the various related aspects prevailing in the Mutual Fund market. Should have a very strong communication skill, excellent product knowledge, convincing attitude, smart, energetic, hardworking, target driven, result oriented, soaring passion for sales activities, quick...
-
Relationship Manager
6 days ago
India Parag Parikh Financial Advisory Services Limited Full timeJob Description - The candidate should have a very clear concept and visibility of Sales & the various related aspects prevailing in the Mutual Fund market. Should have a very strong communication skill, excellent product knowledge, convincing attitude, smart, energetic, hardworking, target driven, result oriented, soaring passion for sales activities,...
-
Relationship Manager
6 days ago
india Parag Parikh Financial Advisory Services Limited Full timeJob Description - The candidate should have a very clear concept and visibility of Sales & the various related aspects prevailing in the Mutual Fund market. Should have a very strong communication skill, excellent product knowledge, convincing attitude, smart, energetic, hardworking, target driven, result oriented, soaring passion for sales activities, quick...
-
Client relationship manager
1 day ago
India Moksh CAD Full timeAbout Moksh CAD: Moksh CAD is a global leader in engineering and design solutions, connecting fabricators, builders, and architects with highly skilled professionals. With a strong focus on client relationships, we deliver cost-effective and innovative solutions to meet the evolving needs of the construction industry. Our team of experienced engineers...
-
Customer Relationship Management Specialist
6 days ago
india KIDZLET PLAY STRUCTURES PRIVATE LIMITED Full timeCompany Description KIDZLET PLAY STRUCTURES PRIVATE LIMITED is a leading manufacturer of kids' playground and general fitness equipment with over a decade of experience. Founded by Mandeep Bhola, the company is dedicated to empowering youth and people of all ages through playful and entertaining activities. Kidzlet offers a wide range of products in...
-
Customer Relationship Management Specialist
7 days ago
india KIDZLET PLAY STRUCTURES PRIVATE LIMITED Full timeCompany DescriptionKIDZLET PLAY STRUCTURES PRIVATE LIMITED is a leading manufacturer of kids' playground and general fitness equipment with over a decade of experience. Founded by Mandeep Bhola, the company is dedicated to empowering youth and people of all ages through playful and entertaining activities. Kidzlet offers a wide range of products in...
-
Customer Relationship Management Specialist
6 days ago
India KIDZLET PLAY STRUCTURES PRIVATE LIMITED Full timeCompany Description KIDZLET PLAY STRUCTURES PRIVATE LIMITED is a leading manufacturer of kids' playground and general fitness equipment with over a decade of experience. Founded by Mandeep Bhola, the company is dedicated to empowering youth and people of all ages through playful and entertaining activities. Kidzlet offers a wide range of products in...
-
Client Relationship Manager
3 days ago
india Moksh CAD Full timeAbout Moksh CAD: MokshCAD is a global leader in engineering and design solutions, connecting fabricators, builders, and architects with highly skilled professionals. With a strong focus on client relationships, we deliver cost-effective and innovative solutions to meet the evolving needs of the construction industry. Our team of experienced engineers and...
-
Client Relationship Manager
4 days ago
india Moksh CAD Full timeAbout Moksh CAD:MokshCAD is a global leader in engineering and design solutions, connecting fabricators, builders, and architects with highly skilled professionals. With a strong focus on client relationships, we deliver cost-effective and innovative solutions to meet the evolving needs of the construction industry.Our team of experienced engineers and...
-
Client Relationship Manager
3 days ago
India Moksh CAD Full timeAbout Moksh CAD:MokshCAD is a global leader in engineering and design solutions, connecting fabricators, builders, and architects with highly skilled professionals. With a strong focus on client relationships, we deliver cost-effective and innovative solutions to meet the evolving needs of the construction industry.Our team of experienced engineers and...
-
Client Relationship Manager
3 days ago
India Moksh CAD Full timeAbout Moksh CAD: MokshCAD is a global leader in engineering and design solutions, connecting fabricators, builders, and architects with highly skilled professionals. With a strong focus on client relationships, we deliver cost-effective and innovative solutions to meet the evolving needs of the construction industry. Our team of experienced engineers and...