
Financial Relationship Manager
6 days ago
This role involves the acquisition of new customers and the enhancement of existing relationships through cross-selling products and services. The incumbent will be responsible for managing a portfolio of classic customers, with the goal of increasing customer wallet size and retention.
Responsibilities- Acquire new customers and deepen existing relationships through cross-selling products and services.
- Manage a portfolio of classic customers, with a focus on increasing customer wallet size and retention.
- Ensure that all accounts are activated and maintained according to product definition.
- Identify opportunities to sell asset products and third-party products to customers.
- Ensure that all interactions with customers are captured in CRM and tasks/leads are created accordingly.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
- Knowledge of banking products and services.
- Experience in sales and customer service.
This role offers a competitive salary and benefits package, as well as opportunities for career growth and development.
OthersWe are committed to providing a supportive and inclusive work environment, where employees can grow and develop their skills and knowledge.
-
Relationship Manager
4 weeks ago
Bilaspur, Madhya Pradesh, India Foundit Full timeJob DescriptionJob Title:Relationship Manager SME Corporate ClientsExperience Required:4 to 10 yearsLocation:We are hiring for multiple locations across India. Candidates open to relocation are welcome to apply.Current openings in the following cities:- Chhattisgarh: Raipur, Bilaspur- Odisha: Bhubaneswar, Rourkela, Berhampur- Telangana: Karimnagar- Andhra...
-
Business Development Manager
6 days ago
Bilaspur, Madhya Pradesh, India beBeeCustomerRelationship Full timeJob RolePersonal Banker SalesThe successful candidate will be responsible for managing customer relationships to achieve sales targets for various financial products such as Fixed Deposits, Recurring Deposits, Life Insurance, and General Insurance.Key Responsibilities:Build strong relationships with customers to identify their financial goals and...
-
Client Relationship Executive
1 day ago
Govindpuri, Gwalior, Madhya Pradesh, India Siddhipriya Financial Consultant Pvt Ltd Full timeLead generation for the sales team (office based job) Understanding client profile and offering appropriate financial solutions over phone Maintaining follow ups and client details. Reporting daily appointments to the team leader Having post sales relationship with the client & giving him periodical loan toups as his requirement Updating all your...
-
Financial Advisor
5 days ago
Indore, Madhya Pradesh, India Worthwhiz Financial Services Full time1) Financial planning. 2) Portfolio Management. 3)Investment Advice. 4) Market Research. 5)Regulatory compliance. Schedule: - Day shift - Monday to Friday - Morning shift Supplemental Pay: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9109340941
-
Business Development Manager Agribusiness
6 days ago
Bilaspur, Madhya Pradesh, India beBeeRelationship Full timeJob OverviewThe primary goal of this role is to establish and maintain strong, long-lasting relationships with key clients in the retail agribusiness sector. This includes ensuring high levels of customer satisfaction and retention.Key Responsibilities:Identify new business opportunities by analyzing market trends and understanding client needs within the...
-
Relationship Executive
5 days ago
Indore, Madhya Pradesh, India Signal Expert Global LLP Full time**Roles and Responsibilities** - New client acquisition for trading account (MT4/MT5) - Client Relationship Management and Sales skills - Revenue generation through brokerage. - Knowledge of financial markets and trading - Excellent communication and interpersonal skills - Ability to understand and analyze client needs **Job Types**: Full-time,...
-
Relationship Officer
1 day ago
Bilaspur, India yourHRfolks Full timePosition: 1. Relationship Officer. 2. Senior Relationship Officer. Roles and Responsibilities: Work with sales manager, and plan sales operations for achieving targets. Scan the local market and competitive offerings on a periodic basis to adapt sales efforts accordingly. Generate leads in the open market. Work Role : Have to sell Housing Loan and LAP. -...
-
Insurance Relationship Manager
1 week ago
Amaravati, Andhra Pradesh, India beBeeInsuranceRelationship Full timeInsurance 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...
-
Relationship Manager
4 weeks ago
Andhra Pradesh, India Kshema General Insurance Limited Full timeAbout UsKshema General Insurance Limited (Kshema) was established in 2018 and is India's only Digital Agri Insurance Company catering to farmers/cultivators in the Agriculture Sectors. Kshema enables cultivators with resilience from financial distress due to extreme climate events and perils through localised insurance products. Kshema is leveraging...
-
Branch Relationship Executive
5 days ago
Bhopal, Madhya Pradesh, India VCC Skill Academy Full timeBranch Relationship Executive, a sales role focused on promoting credit cards and other financial products through partner branches and by approaching potential customers directly. **Job Types**: Full-time, Permanent, Fresher Pay: ₹12,000.00 - ₹16,000.00 per month **Benefits**: - Health insurance - Paid sick time - Provident Fund **Education**: -...