Banking Relationship Manager

Business Banking SpecialistKey Responsibilities:Build a portfolio of business banking customers with thorough credit assessments.Develop in-depth knowledge of financial management, trade and client relationships.Continuously monitor accounts and renewals to ensure optimal portfolio performance.Collaborate with branch banking teams for cross-leveraging and...

*convert leads provided by bank branches Develop & manage relationships with retail and corporate clients, ensure financial product sales, address customer needs, *Achieve revenue targets. *maintain compliance with company policies Required Candidate profile*Cross sell various life insurance products to the customers through the bank Branch.*Need to pitch...

Job description:Designation: Executive Relationship ManagerIndustry: Life InsuranceChannel :BancassuranceLocation :Kottayam, Pathanamthitta,Kollam,TrivandrumCtc :Up to 4 LPAKey Responsibilities:Relationship Management:Build and maintain relationships with bank branch staff, branch managers, and other key stakeholders to enhance the insurance sales...

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 -...

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...

One year Sales Experience is preferred. **Job Description**: - The Relationship Officer has the responsibility in driving the sales and sales target of the assigned bank branches. - Drive the sales and the target through the bank branches. - Support the CRO with his sales effort in terms of generating benefit illustrations, accompanying on client calls if...

Job DescriptionRole & responsibilities:-- Achieving 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...

Key Responsibilities:Build and maintain strong relationships with partner bank branches and staff. Drive life insurance sales through assigned bank branches. Ensure leads from the bank are converted into sales.

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 DescriptionWe have an urgent opportunity to join our team as a Relationship Banker. The role involves managing a portfolio of customers, acquiring new relationships, and enhancing existing ones through cross-selling products and services.The ideal candidate will have 3+ years of experience in banking and wealth management, with a strong understanding of...