Relationship Manager

Job Title: Senior Client Relationship Manager">Description:">We are seeking an experienced Senior Client Relationship Manager to join our team. In this role, you will be responsible for developing and maintaining strong relationships with high net worth clients, identifying their financial needs, and providing them with tailored...

Role & responsibilitiesAchieve sales targets for life insurance by engaging with prospective customers.Understand customer needs and offer suitable life insurance products, including cross-selling and upselling.Build and maintain strong relationships with clients to ensure timely renewals and customer satisfaction.Utilize provided leads effectively on a...

Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance)Role Overview:A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as...

Role & responsibilitiesAchieving and exceeding new business targets (new business as well as renewals) through the assigned partner bank branches.Ensure sales & service support within the cluster assigned viz. closing sales calls, aiding in completion of documentation, facilitating pre-insurance medical examination, scrutiny of the proposal papers so as to...

Job Role & ResponsibilitiesEngage with distributors (IFAs, Banks, NDs) to drive sales and deepen relationships.Manage direct selling efforts for HNI clients in the assigned territory.Identify market opportunities and onboard new clients and IFAs.Strategize and implement business plans for area growth and distributor performance.Reactivate and expand...

Job Overview : Building and maintaining excellent relationships with the partner bank officials (Union Bank & Bank of India) at the Branch level. Promoting sales and achieving targets set by the company in respect of new business, renewal persistency and promoting the company's brand image within the given cluster of branches.Roles & Responsibilities -...

Our goal is to find a seasoned Relationship Manager who can spearhead our key client engagements and foster lasting partnerships.About the Role:The ideal candidate will possess extensive experience in managing complex enterprise relationships, with a deep understanding of client strategies, challenges, and technical environments.Key Responsibilities:Foster...

Maximize your impact as a seasoned Relationship Manager in our dynamic organization.Job Summary:Develop and execute strategic health risk management initiatives to drive client success.Key Responsibilities:Collaborate with clients to design and implement tailored health risk management programs, aligning with their unique needs and goals.Work closely with...

Key Opportunity:We are seeking a highly skilled Business Development Manager to join our team. This is an exceptional opportunity to excel in sales and relationships.The ideal candidate will have a strong background in sales, preferably in the insurance sector, with a focus on motor or health insurance.The successful candidate will be responsible for...

Key Business Development Opportunity:We are seeking a seasoned business professional to drive growth through strategic relationships with Public Sector Undertakings (PSUs) under the Mid-Market Group (MMG) segment. The successful candidate will leverage corporate banking products and solutions to expand our footprint in this critical market.Primary...