Relationship Manager

6 hours ago

Ludhiana, Punjab, India SBI MUTUAL FUND (SBIMF) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role and Responsibilities

  • Develop, implement strategy to achieve planned growth objectives for the IFA channel
  • Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process
  • Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM
  • Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite;
  • Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
  • Assume full accountability for all aspects of sales in their respective channel
  • Help in communicating a strong and vibrant brand
  • Ensuring increase in Market share in the IFA channel business.
  • Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
  • Responsible for achieving Sales Targets, Sales patterns in the market.
  • Market & industry analysis, Generating & increasing sales.
  • Prospecting of customers through New client acquisition, network, data base, References and open market.
  • To penetrate all targeted key accounts and originate upselling opportunities
  • Ensure adherence to sales processes and requirements.
  • Achievement of monthly, quarterly & yearly business plan

Skills & Competencies

  • Quick thinking and problem-solving skills
  • Able to work independently and as a team player
  • Excellent verbal communication skills and active listening skills
  • Account Management skills, Excellent Presentation Skills
  • Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.
  • Thorough understanding of regulatory framework and Taxation Laws
  • Positive and enthusiastic attitude
  • Customer focus and result oriented approach

  • Relationship Manager

    4 days ago

    Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Job Title: RELATIONSHIP MANAGER (Sales - Insurance Products)Salary: 25,000/- to 40,000/- per month (+INCENTIVES)Location - Feroze Gandhi Market, Ludhiana (Punjab)Company Overview:At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals...

  • Relationship Manager

    2 days ago

    Ludhiana, Punjab, India DSO SOFTWARE Full time ₹ 84,000 - ₹ 7,81,000 per year

    Welcome to DSO Software companyWe are Looking Relationship Manager for Punjab Region for software selling.This is Totally Field Job, Mobile , Bike Mandatory.if you have experience or Fresher but Your communications skills are good then you are welcome we will trained you.ThanksJob Type: Full-timePay: ₹12, ₹65,081.01 per monthWork Location: In person

  • Senior Relationship Manager

    2 weeks ago

    Ludhiana, Punjab, India Centricity WealthTech Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis full-time role for a Senior Relationship Manager will be based on-site in Chandigarh. The Senior Relationship Manager will be responsible for managing and growing the relationships with key clients, understanding their financial goals, and providing tailored wealth management advice....

  • Customer Relationship Manager

    6 days ago

    Ludhiana, Punjab, India NEW SWAN ENTERPRISES Full time ₹ 14,40,000 - ₹ 30,00,000 per year

    Job Title: Customer Relationship ManagerExperience: 6 months – 2 yearsSalary: ₹12,000 – ₹25,000 per monthLocation: Focal Point, Near Fortis Hospital (Work from Office)Job Summary:We are looking for a Customer Relationship Manager who can effectively handle client communication, build long-term business relationships, and ensure customer satisfaction....

  • Relationship Manager

    1 week ago

    Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 2,40,000 - ₹ 3,60,000 per year

    Reach out to potential clients via phone, email or whtsapp or virtual meeting to explain our stock advisory services.Understand client needs, financial goals, and risk appetite to suggest appropriate plans.Convert leads into active paying customers through consultative selling.Maintain regular follow-up and client relationship management.Meet or exceed...

  • Senior Relationship Manager

    4 days ago

    Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 36,00,000 - ₹ 72,00,000 per year

    Company Overview:At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. With over ₹1,600+ crores in assets under management, our expertise spans multiple financial verticals, ensuring sustainable wealth growth and...

  • Relationship Manager

    2 weeks ago

    Ludhiana, Punjab, India ICICI Lombard Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Greetings from ICICI Lombard General Insurance Co. Ltd.ICICI Lombard is the leading private general insurance company in the country. The Company offers a comprehensive and well-diversified range of products through multiple distribution channels, including motor, health, crop, fire, personal accident, marine, engineering, and liability insurance. With a...

  • Relationship Manager

    1 week ago

    Ludhiana, Punjab, India Infocom Network Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    You will be responsible for closing sales deals via Client Visit and maintaining good customer relationships.An effective sale representative must be an excellent communicator and have superior people skills.They must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts.Contact potential or existing...

  • Relationship Manager-Retail Sales

    1 week ago

    Ludhiana, Punjab, India Chocovic Full time ₹ 2,08,000 - ₹ 3,12,000 per year

    About Job:-A Relationship Manager is responsible for building and maintaining positive relationships with customers, identifying opportunities for business growth, and resolving customer complaints. They possess excellent communication and problem-solving skills.*FRESHERS WITH CHARMING PERSONALITY AND GOOD COMMUNICATION ARE PREFERRED*Timings-...

  • Development/Relationship Manager

    2 days ago

    Ludhiana, Punjab, India ICICI Lombard Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Title :- Development/Relationship Manager - Health Agency(Ludhiana)Vertical :- Health AgencyLocation : LudhianaMinimum Experience: 1-10 yearsIndustry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCGRoles and Responsibilities:1) Sales of health insurance through Agency Channel.2) Recruit, Train Agents and Generate business through...