Relationship Manager
1 week ago
Role/Job Title: Relationship Manager (TASC) Function/Department: Retail Liabilities
Job Purpose:
The role entails deepening the relationship by providing solutions to meet the requirements of the TASC customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening for the customers of the TASC (Trust, Association, Society, and Club) segment, comprising of Not for Profit Making Business Entities (other than government departments—central, state, or local bodies) registered as trust societies. The role bearer is responsible for acquiring NTB TASC clients and servicing the existing relationships contributing to the larger branch banking channel objectives.
Roles & Responsibilities:
Responsible for increasing liabilities size of relationship via balances in accounts of existing TASC customers and enhancing customer profitability by capturing a larger share of the wallet.
Review the inflows and outflows in the mapped TASC accounts and proactively identify business generation opportunities.
Establish close connections with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.
Generates new sales leads for TASC customers through referrals from existing clients, brokers, and stockbrokers.
Involved in increasing customer engagement through cross-selling investment products like life insurance, general insurance, gold coins, etc. and other non-investment products like forex, remittances, loans, etc. to new and existing customers.
Secondary Responsibilities:
Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
Recommend process changes to improve service efficiency and quality across the branch network.
Education Qualification:
Graduation: Any Graduate
Experience: 5 to 10 years of relevant experience
-
Relationship Manager
1 week ago
tamil nadu, India ICICIDirect Full timeJob Responsibilities: To be involved into relationship building & management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Mutual Funds, Investment Advisory, Wealth Management] To manage customers in the branch or through client visits & provide Financial / Investment Advisory, develop new...
-
Relationship Manager
1 week ago
tamil nadu, India Anand Rathi Share and Stock Brokers Ltd Full timeSUMMARY: -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 individuals and institutions...
-
Relationship Manager
2 weeks ago
tamil nadu, India Estalvis Advisors Pvt. Ltd. Full timeA. Job Title: Relationship Manager - Direct Sales B. Department: Direct Sales C. Location: Chennai D. Industry: Insurance E. Position: 21 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 offer customized insurance solutions to customers,...
-
Senior Relationship Manager
2 weeks ago
tamil nadu, India GA Capital Management Full timeWho we are? GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...
-
Senior Relationship Manager
1 week ago
tamil nadu, India GA Capital Management Full timeWho we are? GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...
-
Senior Relationship Manager
1 week ago
tamil nadu, India GA Capital Management Full timeWho we are?GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...
-
Relationship Manager
1 week ago
tamil nadu, India IBSFINCORP Full timeCompany Description IBSFINCORP, an industry leader for a decade, partners with over 300 Micro, Small, and Medium Enterprises to provide various loan facilities like Loan Against Property, Working Capital Loans, Home Loans, and more from top banks & NBFCs. The company is located in Chennai, India. Role Description This is a full-time on-site role for a...
-
Relationship Manager
1 week ago
tamil nadu, India IBSFINCORP Full timeCompany DescriptionIBSFINCORP, an industry leader for a decade, partners with over 300 Micro, Small, and Medium Enterprises to provide various loan facilities like Loan Against Property, Working Capital Loans, Home Loans, and more from top banks & NBFCs. The company is located in Chennai, India.Role DescriptionThis is a full-time on-site role for a...
-
Relationship Officer
5 months ago
Chennai, Tamil Nadu, India VENPA STAFFING SERVICES INDIA PRIVATE LIMITED Full timeUrgent Hiring for Reputed Bank Role: Relationship Manager / Branch relationship manager / Elite Relationship Manager / Wealth Relationship Manager Direct Sales/ Field sales will be there Location: T.Nagar, Tambaram Looking for immediate joiner **Job Types**: Full-time, Permanent Pay: ₹300,000.00 - ₹1,200,000.00 per year **Benefits**: - Health...
-
Relationship Officer
5 months ago
Chennai, Tamil Nadu, India Outright Creators Full timeDesignation: relationship officer location : OMR chennai Role/Functional Area: Business Development Experience: 0.6 year - 2 years Roles & Responsibilities: Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography...
-
Relationship Officer
6 months ago
Chennai, Tamil Nadu, India Candor Management Services Pvt ltd Full timeRoles & Responsibilities: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the...
-
Relationship Coordinator
6 months ago
Chennai, Tamil Nadu, India EDUFIN Full time**Key Responsibilities**: - Coordinate with Educational Institutions to fix appointments for sales and relationship teams. - Research and identify potential educational Institutions clients. - Liaise between business development and sales/relationship teams. Provide insights on client needs and priorities. - Maintain accurate calendars and prioritize...
-
Client Relationship Manage
6 months ago
Coimbatore, Tamil Nadu, India Lavoro HR Solutations, Full timeClient Relationship Manager (CRM) & Administrator **Responsibilities**: As CRM: Client Handling: Interacting with clients face to face and over phone calls. Handling meeting of the clients coming to our office for shoots. Explaining clients about our services in details. Resolving client’s issues. 2. Client Servicing: Maintaining Proper formal...
-
Relationship Executive
6 months ago
Chennai, Tamil Nadu, India S Pro HR Consultancy Services Full timeRelationship Executive - Unsecured Business Loans **Location**: Chennai & Bangalore **Job Type**: Full-time **Reports to**: Sales Manager/Branch Manager **Job Summary**: Develop and maintain strong relationships with small to medium-sized business clients, assess their financing needs, and provide suitable unsecured loan solutions. **Key...
-
Relationship Executive
3 months ago
Chennai, Tamil Nadu, India Nozomi Enterprises Full timeCLIENT - **Rupeek** **About the Programme** We offer an exceptional opportunity to launch your career and steadily increase your earnings as you prove your skills and dedication. Our program is designed to take you from a Relationship Trainee to Assistant Relationship Manager, Relationship Manager and ultimately to Territory Business Manager. **The...
-
Client Relationship Support
2 months ago
Chennai, Tamil Nadu, India HSBC Full time-Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
-
Client Relationship Support
6 months ago
Coimbatore, Tamil Nadu, India HSBC Full time-Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
-
Client Relationship Executive
5 months ago
Chennai, Tamil Nadu, India Pearlpick ventures pvt ltd Full time**Job description** **Openings For Client Relationship executive** **Job Details Job Title**: Client Relationship executive / Business Development Executive **Work & Site Location**: Thousand Lights, Chennai. I**ndustry**: Legal Services **Functional Area**: Customer Relations **Experience**:Fresher - 1 Year Job Duties and Responsibilities: Your...
-
Relationship Officer
2 months ago
Chennai, Tamil Nadu, India STAR INDUSTRIAL PRODUCTS Full timeClient Relationship Management: Build and maintain strong, long-lasting relationships with clients. Act as the primary point of contact for clients, addressing their queries and concerns. Follow up on customer complaints and issues to ensure resolution. 2. Business Development: Identify new business opportunities with existing clients by understanding their...
-
Relationship Officer
5 months ago
Coimbatore, Tamil Nadu, India SRI SAI POWER AND EQUIPMENTS PVT LTD Full time**Job Description: - ** **Designation: Relationship Manager** **Salary: 15,000-20,000+ Incentives** **Experience: Minimum 1 year of experience in sales field** **Gender: Male** **Age: 21 - 32** **Location: Coimbatore** **Two Wheeler is mandatory** **Job Types**: Full-time, Permanent **Salary**: ₹15,000.00 - ₹20,000.00 per month Schedule: -...