Relationship Officer
4 days ago
Post: - BDM - bancassuranceKey Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time5. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.6. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. Know all the branch managers, relationship managers & employees of all assigned branches on a personal level7. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.8. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are servicedExperience1 - 7 YearsNo. of Openings16EducationProfessional DegreeRoleRelationship OfficerIndustry TypeInsurance / ClaimsGender[ Male / Female ]Job CountryIndiaType of JobFull TimeWork Location TypeWork from Office
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Relationship Officer
1 week ago
Erode, India Sri Sai Tech And HR Solutions Pvt Ltd Full time**Product**: LAP **Designation**: Relationship Officer **Experience**: Fresher and minimum 6 month experience in sales. **Age Limit**: 33 years **Qualification**: Graduation mandatory **Business Mode**: Direct marketing **Additional benefits**: Attractive incentive, Medical insurance, Accidental insurance & Life cover insurance. **Job Types**:...
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Relationship Officer
7 days ago
Erode, India Suryoday Small Finance Bank Ltd Full time**JOB OFFER** **SURYODAY SMALL FINANCE BANK ERODE BRANCH** Product : MFI -JLG Role : Relationship **Officer** Age : 21-30 Qualification : +2,& Any Degree And Diploma, Salary : 14200+ Incentive **Exp.Required Doc: Previous Company Relieving & Exp.letter, Last 3 Month Payshlip & Driving Licence** Contact: Anbuselvam.S - Ph: +91-XXXXXXXXXX Jayakumar :...
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Relationship Officer
5 days ago
Erode, Tamil Nadu, India Aditya Birla Capital Full timeRetail - Emerging Markets Relationship Officer Location: S-ERO, Erode - Relationship Officer Minimum Experience Level - 0 - 4 yearsJob Qualifications
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Relationship Officer
5 days ago
Erode, Tamil Nadu, India Aditya Birla Group Full timeRelationship Officer Minimum Experience Level - 0 - 4 years Job Qualifications
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Relationship Officer
2 weeks ago
Erode, India Skywings Advisors Private Limited Full timePost: - BDM - bancassuranceKey Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these...
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Relationship Officer
5 days ago
Erode, Tamil Nadu, India TeamRed Management solutions pvt ltd Full timeDBS Bank hiring Relationship Officer (TeamRed Payroll) - Well Knowledge about Loan against property (LAP) - Work Experience in Secured loan (OR) Unsecured Business loan - Age limit - 21 to 35 years - Two wheeler & Driving license mandatory - Gender - Both Male & Female can apply - Hiring Locations - Erode, Gobi & Sathyamangalam **Job Types**: Full-time,...
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Relationship Officer
7 days ago
Erode, Tamil Nadu, India UNIMONI FINANCIAL SERVICES LTD Full time**Roles and Responsibilities**: - Need to maintain effective relationships with all the customers - Need to report at concerned Branch office and work under the direct supervision of Branch Head **Job Purpose**: The position is accountable for driving growth of assigned job through proper planning, execution of strategy and activities depends upon the...
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Relationship Manager
5 days ago
Erode, Tamil Nadu, India Geogit Financial Services Limited Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionGeogit Financial Services Limited is a consumer services company headquartered in Mumbai, Maharashtra, India. The company operates out of Evershine City, Vasai Road, East. Geogit Financial Services Limited is committed to providing exceptional financial services to its clients. The company focuses on putting customer needs first and...
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Relationship Officer
2 weeks ago
Erode, India Suryoday Small Finance Bank Ltd Full time* Product : Micro Home Loan - Male only preferred - Fresher or experience can apply Qualification : HSC or Degree - Must have two wheeler - Ready to work in field - Age limit - 20 to 31 years **Job Types**: Full-time, Fresher **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance bonus Ability...
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Relationship Officer
1 day ago
Erode, India Suryoday Small Finance Bank Ltd Full time* Product : Micro Home Loan - Male only preferred - Fresher or experience can apply Qualification : HSC or Degree - Must have two wheeler - Ready to work in field - Age limit - 20 to 31 years **Job Types**: Full-time, Fresher **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance bonus Ability...
