Urgent Opening- Relationship Manager/ Sr Relationship Manager

1 day ago

Thiruvananthapuram, Kerala, India Bajaj Capital Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

JOB DESCRIPTION:

Role: Relationship Manager/ Sr. Relationship Manager/

CTC: It's not constrain for right candidate (Its Negotiable).

Experience: 1+ Year

Location: Thiruvananthapuram

Functional Area: BFSI, Investments & Trading.

Employment Type: Full Time, Permanent.

Education: Any Graduate.

Total Openings - No. 30+

Notice period: Most preferred for immediate joiner/ 15 days / 1 month.

Note- Must have experience into Direct sales (insurance/mutual fund)

ROLES AND RESPONSIBILITIES:

* Conduct daily sales calling with prospective new clients and identify their needs.

* Provide and develop solutions and suggest schemes to clients basis their

requirements and goal.

* Conduct timely and regular follow ups with the leads and tag them on broadcasts

and new articles.

* Increase client database by meeting new clients and taking references from the

existing ones and hence build AUM and AUA for the branch.

* Review and diversify existing client portfolio on a regular basis and provide

guidance accordingly.

* Achieve financial goals of the clients through various product line.

* Update and cross sell products to existing clients and update them about the

primary and secondary market trends.

* Update self-regarding all schemes, products and solutions by regularly attending

trainings.

* Share regular communications with client regarding information, research and

material of the organization..

* Wealth / Portfolio Management understand client portfolio in terms of their risk

and reward appetite and assist them to achieve their financial goals

* Financial planning/ Investment Advisory have thorough financial and sector

knowledge as well knowledge of competitors, must provide sound and reliable

advice to client.

KEY SKILLS:

Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed

Deposits, Investment Banking, Health Insurance.

KNOWLEDGE:

* Product Knowledge have a detailed knowledge of all products related to Life

Insurance, general insurance, fixed income, mutual funds, etc.

* Wealth/ Portfolio Management understand client portfolio in terms of their risk

and reward appetite and assist them to achieve their financial goals.

* Financial planning/ Investment Advisory have thorough financial and sector

knowledge as well knowledge of competitors, must provide sound and reliable advice

to clients.

Interested Candidate can mail there resume

  • Cluster Relationship Manager

    2 weeks ago

    Thiruvananthapuram, Kerala, India CSB Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Cluster Relationship Manager - Government Business & TASC| Thiruvananthapuram Responsible for a) Managing & maintaining relationships with new & existing TASC & GB clientsb) Opening TASC & GB accounts and Deliver an excellent servicec) Generate leads for other banking products offered by the bank like Assets, insurance, TPP etc.Acquisition of HNI Govt &...

  • Customer Relationship Manager

    7 days ago

    Thiruvananthapuram, Kerala, India Mpire Motors Full time ₹ 2,40,000 - ₹ 3,00,000 per year

    Urgent HiringCandidate must have automobile experience and the ability to handle a team for quality control and train the team on how to deal with customer enquires and complaints to give customer the satisfaction they need.Resolving Customer complaints timely and effectively and taking steps to ensure such complaints are avoided in futureA CRM is...

  • Client Relationship Manager

    2 weeks ago

    Thiruvananthapuram, Kerala, India The Animal-i Full time ₹ 1,20,000 - ₹ 2,40,000 per year

    About UsThe Animal-i is a cutting-edge political PR and branding firm that blends instinct with intelligence. We work with political leaders, businesses, and high-profile personalities to shape powerful narratives, drive influence, and deliver results.Role OverviewWe are looking for a dynamic and proactive Client Relationship Manager to be the single point...

  • Customer Relationship Officer

    2 weeks ago

    Thiruvananthapuram, Kerala, India maidspace LLP Full time ₹ 1,44,000 - ₹ 1,80,000 per year

    We are urgently hiring a Male Customer Relationship Officer (CRO) to join our team in Trivandrum. The ideal candidate will be responsible for handling customer queries, building positive relationships, and ensuring customer satisfaction.Job Type: Full-timePay: ₹12, ₹15,000.00 per monthWork Location: In personSpeak with the employer

  • Walk in Drive Relationship Manager

    1 week ago

    Thiruvananthapuram, Kerala, India Ageas Federal Full time ₹ 3,00,000 - ₹ 9,00,000 per year

    Hi Job aspirant,Greetings form Ageas Federal Life InsuranceJob title: - Relationship Manager - Bancassurance.Location: - ThiruvananthapuramJob Description: -:Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance...

  • Relationship Manager 4LPA

    1 week ago

    Thiruvananthapuram, Kerala, India Jobs N Ta Hr Services Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Build and maintain strong relationships with bank branch staff to drive insurance business.Achieve sales targets through leads generated from the bank.Generate business from existing and new customers visiting the branch.

  • Relationship Officer

    1 week ago

    Thiruvananthapuram, Kerala, India SkillLabs Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Relationship Officer in Life Insurance is responsible for building and maintaining strong relationships with clients, ensuring they understand the life insurance products offered. Required Candidate profileThey analyze client needs to recommend appropriate policies, manage policy renewals.

  • Relationship Executive

    2 days ago

    Thiruvananthapuram, Kerala, India SILPI ADVERTISING Full time ₹ 1,50,000 - ₹ 3,00,000 per year

    At Silpi Advertising, we specialize in creating lasting brand impressions through innovative outdoor and indoor advertising solutions. With decades of expertise and a strong presence in the industry, we are committed to delivering impactful campaigns that connect businesses with their audience.We are seeking a Relationship Executive to act as the key point...

  • Relationship Manager Affluent CTC 7LPA

    7 days ago

    Thiruvananthapuram, Kerala, India Jobs N Ta Hr Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Managed and deepened relationships with HNI and NRI clients via bancassurance channels, offering customized insurance and wealth solutions to drive client satisfaction and portfolio growth.

  • Customer Relationship Executive

    2 weeks ago

    Thiruvananthapuram, Kerala, India Ad Touch Branding and Solutions Full time ₹ 2,40,000 - ₹ 7,20,000 per year

    Job Vacancy: Customer Relationship ExecutiveLocation: 4th Floor, Kesava Building, Karur Vyshya Building , SS Kovil Road, Thampanoor.Working Hours: 9:00 AM – 6:00 PMWe're looking for a dynamic and enthusiastic Customer Relationship Executive to join our teamRequirements:Proficiency in Tamil ,Malayalam and English (spoken and written)Fresher or experienced...