Branch Relationship Officer

10 hours ago

Thiruvananthapuram, India UNIMONI FINANCIAL SERVICES LTD Full time

Job description

**Purpose of the Job**:
Unimoni Financial Services (Formerly UAE EXCHANGE) offers a wide array of financial products like Foreign Exchange, Send Money Abroad, Travel & Tours, Gold loans, Health Insurance. To its customers in both rural and urban markets. Our Sales Managers are the first level of customer interaction who are responsible for creating new client relationships as well as deepening our relationships with the existing clients by offering them other financial products. All Sales Managers are assigned specific product and a specific geography, wherein they can identify new customers for the given product. Also they need to take care of the operations as well.

**Responsibilities**:

- Generate new customer leads through various channels
- Proactively identify sales prospects and conduct business development activities in the geography assigned Follow up on new leads and referrals to generate business
- Achieving the monthly sales targets, assigned to him/her, for various products and services
- Cross sell assets and fee products
- Follow the various internal guidelines and procedures of the Company
- Ensure customer satisfaction through regular engagement
- Resolve customer queries/issues and facilitate customer service
- Maintain periodic status reports, including daily activity report and calls/follow-ups made

**Competencies**:

- Passion (must take initiatives and not avoid targets)
- Socially Confident (able to start a conversation with new people easily and be confident in the interaction)
- Perseverance & Resilience (able to make repeated attempts and bounce back from setbacks, able to try new methods of engagement in case of a setback)
- Problem Solving & Closure (when faced with a problem, must be able to identify and seek help from the right people without hesitation. Able to keep commitments made to others and ensure that the task is complete)

**Reporting To**:
Branch Manager

**Eligibility Criteria**:
Less than 35 years of age

Salary Range : 190000 to 25000

**Location**:
kallamblam, varkala, attingal

**Min Exp (yrs)**:
0.00

**Max Exp (yrs)**:
5.00

**Salary**: From ₹19,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Life insurance
- Provident Fund

Schedule:

- Morning shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)
- Management: 1 year (preferred)

**Speak with the employer**

+91-XXXXXXXXXX

  • Branch Relationship Manager

    1 day ago

    Thiruvananthapuram, Kerala - Kozhikode, Kerala, India Equitas Small Finance Bank Full time

    Role Category Parameters Parameter Weight Metro Urban SU Rural Branch Relationship Manager Quantitative Parameters CASA NTB Count 7 5 6 6 NA NA Branch Relationship Manager Quantitative Parameters CASA Growth Rs Lacs p m 15 11 10 NA NA Branch Relationship Manager Quantitative Parameters RTD Growth Rs Lacs p m 15 2 5 2 NA NA Branch Relationship Manager...

  • Relationship Manager

    2 weeks ago

    Thiruvananthapuram, India Tata AIA Life Insurance Full time

    JOB DESCRIPTION A Position Overview Position Title Relationship Manager - HDFC Securities Branch Department Partnership Distribution Level/ Band 209 Role Summary: ·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To AM/ TM Supervises NA C Job...

  • Branch Relationship Executive

    4 days ago

    Thiruvananthapuram, Kerala, India Teamsource Enterprises Full time

    One of our client for working with a leading nationalized Bank credit card operation, is urgently looking for a **Branch relationship Executives** for their Trivandrum city, Karamana, Balaramapuram, Neyyatinkara located branch locations. Education**:Any Graduate** Gender: Any Experience: Minimum one plus years experience as a Admin/ Customer...

  • Branch Manger

    2 weeks ago

    Thiruvananthapuram, India CONNECTING 2 WORK Full time

    Responsibilities: Oversee and manage all branch operations efficiently Lead, motivate, and manage the branch team to achieve targets Ensure excellent customer service and maintain client relationships Monitor sales performance and implement improvement strategies Ensure compliance with company policies and regulatory requirements Report performance metrics...

  • Branch Manger

    2 days ago

    Thiruvananthapuram, India CONNECTING 2 WORK Full time

    Responsibilities: Oversee and manage all branch operations efficiently Lead, motivate, and manage the branch team to achieve targets Ensure excellent customer service and maintain client relationships Monitor sales performance and implement improvement strategies Ensure compliance with company policies and regulatory requirements Report performance metrics...

  • Relationship Officer – Life Insurance Sales

    2 days ago

    Thiruvananthapuram, Kerala, India Factorhuman Resources Pvt Ltd Full time ₹ 39,840 - ₹ 39,880 per year

    Job Title: Relationship Officer – Life Insurance Sales (Banking Channel)Location: TrivandrumIndustry: Life Insurance / BankingSalary Package: ₹3.22 – ₹3.99 LPAQualification: Graduate (Any discipline)Experience Required: Minimum 6 months in Life Insurance SalesJob Summary:We are seeking a dynamic and result-oriented Relationship Officer to join our...

  • Branch Coordinator

    2 weeks ago

    Thiruvananthapuram, Kerala, India Rus Education Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company Details:Rus Education is a leading Overseas Education Provider in India, specializing in helping Indian students pursue a career in medicine. With over 30 years of experience, Rus Education has successfully facilitated thousands of students from all across India in securing seats for MBBS in Russia.About the Role:We are seeking a Branch Coordinator...

  • Relationship Officer at Reputed Bank

    5 days ago

    Thiruvananthapuram, India Morgan Eries Full time

    One year Sales Experience is preferred. **Job Description**: - The Relationship Officer has the responsibility in driving the sales and sales target of the assigned bank branches. - Drive the sales and the target through the bank branches. - Support the CRO with his sales effort in terms of generating benefit illustrations, accompanying on client calls if...

  • BRANCH MANAGER

    2 weeks ago

    Thiruvananthapuram, India CONNECTING 2 WORK Full time

    Job Description Looking for Branch Manager for a bank Females candidates only Location- Kazhakuttam, Trivandrum (New Branch) Must be fluent in English Salary- 25k + incentives Branch Manager responsibilities and duties The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this...

  • BRANCH MANAGER

    1 week ago

    Thiruvananthapuram, India CONNECTING 2 WORK Full time

    Job Description Looking for Branch Manager for a bank Females candidates only Location- Kazhakuttam, Trivandrum (New Branch) Must be fluent in English Salary- 25k + incentives Branch Manager responsibilities and duties The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this...