Relationship Manager

1 week ago

Gurgaon, India Big Tree Resources Management Full time

Position : Financial Service Associate

Role and Responsibility:
To monitor closely the HL data and cross sell insurance (HDFC Life and Non
- Life), fixed deposits and other products as introduced by the company to

home loan customers of HDFC Sales

To source open market business too and achieve the targets assigned

To be completely aware of the products being offered by the company and

understand competition offering and handle customer objections

To ensure proper customer profiling on each call / customer visit, to identify

and understand his/her needs and accordingly recommend investment and

Insurance options

Relationship building with the Home Loan Executives to which he is mapped

and to ensure joint calls with the HLE to ensure maximum attachments of the

files being disbursed

To build a relationship with the customer so that he/ she is able to cross sell

other product offering basis the need of the customer, thereby managing the

entire account of customer. FSA to ensure to source customers family details,

other general insurance details, other loan details etc

To be in sync and work together with the partner representatives

Understanding the joint ownership of the customer at the time of servicing

etc

To ensure timely renewal of the business sourced

To ensure appropriate processes defined are being followed and undergo the

training and certification for being compliant towards selling of various

products (insurance, mutual funds etc)

To always be well groomed and his sales kit should be organized and

complete

To maintain company first attitude and be respectful in attitude towards

other fellow colleagues, seniors, partners etc

**Job Types**: Regular / Permanent, Fresher

**Salary**: ₹116,370.26 - ₹300,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Paid sick time
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Overtime pay
- Performance bonus
- Yearly bonus

Application Question(s):

- DO YOU HAVE EXPERICNE IN BFSI SALES

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 8920952574

  • Relationship Manager

    1 week ago

    Gurgaon, Haryana, India FOIP Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Company DescriptionFOIP Proptech private limitedRole DescriptionThis is a full-time on-site Sales & Target driven role for a Relationship Manager located in Gurugram. The Relationship Manager will be responsible for acquiring & managing client & channel partner relationships, identifying client needs, and ensuring client satisfaction. The day-to-day tasks...

  • Relationship Manager

    59 minutes ago

    Gurgaon, Haryana, India Grihum Housing Finance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionGrihum Housing Finance Limited (formerly Poonawalla Housing Finance) is a national-scale affordable housing finance company with Humility, Trust, and Togetherness as its core values. Dedicated to making homeownership a reality for those overlooked by India's mainstream lenders, Grihum Housing Finance serves low and middle-income groups...

  • Relationship Manager

    6 days ago

    Gurgaon, Haryana, India Artha Senior Care Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionArtha Senior Care is a leading provider of Assisted Living and senior care services, dedicated to enhancing the lives of senior citizens. We strive to deliver exceptional care, comfort, and hospitality to our residents. Our goal is to ensure that seniors live with dignity and convenience while receiving personalized attention that caters...

  • Relationship Manager

    2 weeks ago

    Gurgaon, Haryana, India NexionPro Full time ₹ 5,00,000 - ₹ 7,00,000 per year

    Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...

  • Relationship Manager

    1 week ago

    Gurgaon, Haryana, India Bribooks Full time ₹ 30,00,000 - ₹ 60,00,000 per year

    Relationship Manager – National Young Authors' FairLocation: Gurgaon (Remote/Hybrid) | Experience: Freshers/ExperiencedBriBooks is hiring Relationship Managers for its flagship initiative — The National Young Authors' Fair, the world's largest book-writing event for school children.As a Relationship Manager, your core mission is to maximize school...

  • Relationship Manager

    1 week ago

    Gurgaon, Haryana, India HomeLane Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt HomeLane, we believe making a house a home should be exciting and stress-free. We keep things simple, clear, and predictable for our customers. We promise to complete projects on time, be transparent with no hidden costs, and provide a 10-year warranty on our services. Our goal is to make setting up your home a joyful and easy...

  • Relationship Manager

    2 weeks ago

    Gurgaon, Haryana, India nexionpro Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...

  • Relationship Manager

    2 weeks ago

    Gurgaon, Haryana, India TP Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Profile: Relationship Manager – High Net-Worth ClientsWe are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferably from banking, wealth management, hospitality, aviation, or premium customer service backgrounds. The ideal candidate will possess exceptional verbal and...

  • Relationship Manager

    2 weeks ago

    Gurgaon, Haryana, India DLD GROUP Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    **Job Title: Relationship ManagerLocation: Sector 74A, GurgoanExperience Required:Minimum 2+ years of experience in Real Estate sales (mandatory)Job Description:We are looking for a dynamic and result-driven Relationship Manager to join our team. The RM will be responsible for managing client relationships and CP relationships, generating new business, and...

  • Relationship Manager

    1 week ago

    Gurgaon, Haryana, India Bajaj General Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionBajaj Allianz General Insurance Limited is a joint venture between Bajaj Finserv Limited and Allianz SE, known for its empathetic ethos, #CaringlyYours. The company offers a wide range of insurance services, including health, car, bike, pet, travel, home, cyber, and crop insurance. With a strong network of around 10,000 employees, over...