Relationship Officer

5 days ago


India Union Asset Management Full time

**Below is a list of the key responsibilities of the Relationship Officer
- PSU Banks.**

**This list is not exhaustive and may be adapted by the company from time to time as and when required.**

**Sales**- Achieve Net AUM in high margin products as per the targets- Achieve the SIP monthly trigger as per the targets- Achievement of Sales targets inclusive of High margin and Low margin products allocated for your market.

**Distribution**- Establish, develop and maintain business by selling all products of the AMC through PSU bank channels including Direct Sales to clients.- Broad base the distribution network- Conduct regular visits to all the PSU Bank distribution branches in your market- Conduct regular trainings for the PSU Bank distributor staff related to AMC products- Plan and carry out effective distributor engagement activities within the market and local area proactively.

**Marketing**- Act as an agent of brand building for the company- Ensure adequate marketing support provided to Distributors at all times- Carry out marketing activities for the Distributor and IFA’s- Inputs to develop sales & marketing support tools required to provide better service to the distributor- Facilitate upward feedback for the product development process


  • Relationship Officer

    10 hours ago


    India Skywings Advisors Full time

    Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his her sales effort in terms of generating benefit illustrations accompanying on client calls Relationship Management Bank is the key customer of the Relationship Officer and he she must engage an open and...

  • Relationship Officer

    9 hours ago


    Porbandar, India Shubham Housing Development Finance Company Full time

    Job Description Company Description Shubham Housing Development Finance Company specializes in providing affordable housing finance solutions tailored to individuals from diverse income backgrounds. With minimal documentation and flexible EMI options, the company is committed to making homeownership convenient and accessible. Operating across 140+ branches...


  • Chennai, India Planet Solutions Full time

    Job Description sales field sales cross selling Digital account opening As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and...


  • Muzaffarpur, India Archbridge Capital Pvt Limited Full time

    Job Description Company Description We suggest you enter details here. Role Description This is a full-time hybrid role for a Branch Relationship Officer located in Muzaffarpur with some work from home acceptable. The Branch Relationship Officer will be responsible for managing business relationships with clients, providing excellent customer service, and...


  • Gurugram, Gurugram, India UBI Services Ltd Full time

    Job Description Company Description UBI Services Ltd (UBISL), a wholly owned subsidiary of Union Bank of India, operates as a distribution arm for the bank. Established in 1999, UBISL offers financial services such as institutional broking, mutual fund distribution, and trading in government and commercial securities. The company specializes in providing...


  • India Chaitanya HR Consultancy Full time

    **As a Relationship Officer within our Non-Banking Financial Company (NBFC), you will be responsible for fostering and maintaining strong relationships with clients, assessing their financial needs, and offering appropriate financial solutions. You will play a crucial role in driving business growth and ensuring client satisfaction. **Key...


  • India Aditya Birla Capital Full time

    HDFC Bank Relationship -Branch Banking - Gujarat-Exp Associate Branch Relationship Officer Location: HDFCBB-I-6442, Tavara - HDFC- Branch Banking - Branch Relationship Officer JD - Job Description / Responsibilities Job Profile: Employees are ON ROLLS of Aditya Birla Sunlife Insurance. Employee will be mapped to the respective HDFC Branches basis on the...


  • India Aditya Birla Capital Full time

    Aditya Birla Sun Life Insurance Company Limited Executive Branch Relationship Officer Location: India, ABSLI-South 1 - DSF Job Purpose: To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre -...


  • Delhi, India LoansJagat.com Full time

    Job Description Designation: Customer Relationship Officer/ Sr. Customer Relationship Officer Department: Sales Location: Noida Sec 16 (A 12-14 A block sector 16 Noida UP 201301) Working Days: Monday to Saturday (10 AM to 7 PM) Responsibilities: - Make outbound calls to potential customers for personal loan offerings. - Explain product features, eligibility,...


  • Coimbatore, India CHN Full time

    Job Description Role: CASA Relationship Officer Experience: 13 years in CASA sales OR field sales Location: Coimbatore Responsibilities: - Acquire new customers for Savings & Current Accounts - Handle field visits and cold calls for lead generation - Cross-sell banking products as required - Ensure monthly CASA sales targets are achieved - Maintain strong...