Financial Services Relationship Lead

Insurance Relationship ManagerWe are seeking a skilled Insurance Relationship Manager to join our team. The ideal candidate will have a proven track record of sales experience in the insurance industry and be able to effectively cross-sell financial products to bank customers.The successful candidate will lead generation from assigned banks, develop customer...

Key Responsibilities:Develop and implement strategies to strengthen client relationships.Identify new business opportunities through networking and referrals.Conduct site visits to assess client needs and provide personalized solutions.Qualifications and Skills:Strong knowledge of micro mortgage products and services.Excellent communication and interpersonal...

Job Overview:">This role entails leading generated leads from assigned banks, with a focus on cross-selling various financial products to bank customers. Customer business development and relationship management are key responsibilities, involving appointments with customers, exploration of their financial needs, and selection of appropriate products to meet...

Job Title: Insurance Sales ExecutiveJob SummaryWe are seeking a highly motivated and experienced Insurance Sales Executive to join our team. As an Insurance Sales Executive, you will be responsible for generating leads from assigned banks, cross-selling financial products to bank customers, and developing business relationships.Key ResponsibilitiesGenerate...

Job overview:We are seeking a seasoned sales professional to lead our financial advisory team.About the role:

**Key Responsibilities** - Generate leads and source LAP/HL customers through field visits, references, and tele-calling. - Coordinate with credit and operations teams for smooth file processing and approvals. - Maintain healthy customer relationships and ensure timely follow-up on leads and queries. - Explain product features, eligibility criteria, and...

HR Business Partner To lead Human Resources processes and practice for the South region.- Collaborate with business and build a Talent Pool across functions of Sales, Credit and Operations.- Manage hiring for the region and deliver on the staffing plan within TAT.- Resolve complex employee relations issues and address grievances.- Work closely with regional...

Job OverviewThe Financial Services Representative will be responsible for managing cash and banking transactions, ensuring timely completion and accuracy. This role involves:Effective cash collection and disbursement strategies to minimize billing discrepancies.Data upload and querying on the XMS platform to resolve any transactional issues.Maintaining a...

Job Overview">">Drive strategic payments initiatives and spearhead key project deliverables, encompassing architecture development, roadmaps, strategies, and communication plans.">">Key Responsibilities">">Provide expert guidance on payments and account receivable, informing business decisions and risk mitigation strategies.">Contribute subject matter...

Responsible for generating brokerage primarily through advising clients on their equity portfolio. - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. - Revenue generation revenue to be generated from broking accounts which are self-sourced and...