Relationship Officer
7 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
6 days ago
Erode, India Candor Management Services Pvt ltd Full time**About us** Candor Management Services Pvt ltd is a large business in Dindigul, Tamil Nadu. We are professional and agile. Our work environment includes: - Modern office setting **Product**:LAP **Designation**:Relationship Officer **Experience**: Fresher and minimum 6-month experience in sales. **Age Limit**: 33 years **Qualification**:Graduation...
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Relationship Officer
2 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
2 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 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
1 week 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
4 days 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
4 days ago
Erode, Tamil Nadu, India Alice Blue Financial Services Pvt Ltd Full timeWe're Hiring at Alice BlueRole: Sales ExecutiveMale & Female | Freshers & ExperiencedLocation: ERODESalary: Best in industry + IncentivesBuild your career in the stock market with Alice BlueContact: [ S. SENTHILNATHAN ( REGIONAL MANAGER)]Job Type: Full-timePay: ₹12, ₹25,000.00 per monthBenefits:Health insuranceLeave encashmentProvident FundWork Location:...
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Customer Relationship Executive
4 days ago
Erode, India Sri Sai Tech HR Solutions Pvt Ltd Full time**Job Description: - ** 1. **Designation: Customer Relationship Officer -Banking On Roll (Field Sales & Marketing - Home Loan)** 2. **Qualification: Any degree must** 3. **Salary: CTC 15k to 20k + Incentives** 4. **Gender: Male** 5. **Experience: Minimum 6months to working experience for any kind of field sales (Like that Bank Sales, Finance Sales,...
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Customer Relationship Executive
2 weeks ago
Erode, India Oshadi Collective Full time**Agriculture & Farming Customer Service** - Daily monitoring of the field officer attendance and work schedule. - Daily inward and outward of farm inputs and equipments. - Should have a Strong Communication Skills. - Should be good at excel and systematic work. **Education**: - Bachelor's (preferred) **Language**: - Tamil, English, Hindi **Salary**:...
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Relationship Officer
1 week ago
Erode, India Suryoday Small Finance Bank Ltd Full timeInterested to work in Group loan sales & collection ( JLG product) 100% field work, both Male & Female can apply Will able to manage the Customers Ready to travel within the city with own bike Qualification: Diploma or HSC or Any degree Experience: Fresher or Relevant experience in NBFC or Banking sector Age limit: 19 to 33 years only **Share your...
