
Relationship Manager
12 hours ago
HNI Customer Management
• Develop and maintain strong relationships with HNI clients.
• Provide personalized financial advice and solutions to meet the unique needs of HNI customers.
• Ensure high levels of customer satisfaction and retention.Cross-Selling
• Identify opportunities to cross-sell life insurance products and other financial services.
• Engage with existing customers to understand their evolving needs and recommend suitable products.
• Achieve cross-sell targets and contribute to the overall sales objectivesCorporate Worksite Activity
• Facilitate corporate worksite activities to generate footfall and new customer leads.
• Conduct presentations and workshops to educate corporate employees about insurance products and benefits.
• Convert corporate worksite leads into new customers by effectively communicating the value proposition of Bajaj Life Insurance products.Sales and Business Development
• Develop and implement strategies to achieve sales targets and business growth.
• Monitor market trends and competitor activities to identify new opportunities.
• Prepare and present sales reports and forecasts to management.Customer Service:
• Address customer inquiries and resolve issues promptly and professionally.
• Ensure compliance with all regulatory and company policies in customer interactions.
• Maintain accurate and up-to-date customer records and documentation.
-
Mazars - Assistant - Pursuit Specialist
3 weeks ago
Pune, Maharashtra, India Manager Full timeAssistant Manager - Pursuit Specialist Bid & Pursuit Support Specialist :This role is varied and will give you exposure to the full range of bid and pursuit support. You will have two main areas of focus:- Firstly, you will support the business by working from templates and standard content to produce proposal documents and supporting materials in response...
-
Relationship Manager
4 weeks ago
Pune, Maharashtra, India Crescendo Global Full timeRelationship Manager - Corporate Solution Group - General Insurance - 2 Years Experience - Pune We are hiring a strategic and client-focused Relationship Manager to join the Corporate Solution Group CSG in the General Insurance sector This role is ideal for someone experienced in managing corporate clients handling broker relationships and driving...
-
Relationship Manager
4 weeks ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...
-
Relationship Manager
4 weeks ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...
-
Relationship Manager
2 days ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 10,00,000 - ₹ 25,00,000 per yearAbout the Company: The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...
-
Relationship Manager
4 weeks ago
Pune, Maharashtra, India Max Life Insurance Full timeJob Description- The role involves building strong, long-lasting relationships with clients and providing exceptional customer service- The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targetsResponsibilities Client Relationship Management- Build and maintain...
-
Relationship Manager
12 hours ago
Pune, Maharashtra, India Square Insurance Brokers Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per year```htmlCompany DescriptionSquare Insurance is a leading Insurtech life & general insurance aggregator that empowers clients to compare quotes from top-rated insurance companies effortlessly. We help our clients find the perfect policy that caters to their unique needs. Our digital platform allows users to make payments and download their policies online,...
-
Relationship Manager
11 hours ago
Pune, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 5,00,000 - ₹ 15,00,000 per yearLooking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context:Key Responsibilities1. Client...
-
Relationship Manager
13 hours ago
Pune, Maharashtra, India Claim IT Pune Full time ₹ 1,20,000 - ₹ 1,80,000 per yearWe're Hiring | Relationship Manager -Health Care -Insurance○ Locations:Pune, Nagpur, Nashik, Solapur, Pimpri Chichwad.Experience: 2-4 Years (Healthcare)We're looking for a dynamic Business Manager to lead a team, onboard healthcare partners, and drive Relationship Revenue System across the region.Team Handling ExperienceHospital Relationship...
-
Relationship Manager
2 weeks ago
Pune, Maharashtra, India SMC Global Securities Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany Name :- *SMC Global Securities Limited*Location – Pune ( JM Road )Job Role:- *Relationship Manager - Dealer*Job Responsibilities:-Business/ Operational/ Functional/ Financial Perspective:Ø Execute the orders on behalf of clients by doing pre trade post trade confirmation.Ø Develop and maintain a long-term relationship with customers to...