Relationship ManagerRetail Strategic Initiatives
1 day ago
- Execution
Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.
Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team
Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership
New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers
Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Tata AIA Life Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per yearPosition Title: Relationship Manager - Bancassurance IBLDepartment: Bancassurance IBLPosition OverviewSell life insurance products to customersMeet sales targets and contribute to business growthBuild relationships with customers and provide excellent serviceIdentify new business opportunities and expand existing relationshipsManaging the relationship...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Trustner Asset Services Full time ₹ 4,20,000 - ₹ 12,60,000 per yearResponsibilities:Manage client relationships through regular communication and meetingsCollaborate with cross-functional teams on product development and marketing initiativesDrive Insurance & Mutual Fund business through assigned distributorsHealth insuranceProvident fund
-
Banking Relationship Manager
1 day ago
Kolkata, West Bengal, India Dynamics Hooqx Digital Services Full timeResponsibilities:* Manage priority banking relationships* Lead fundraising initiatives* Oversee fund management strategies* Ensure compliance with regulatory standards* Drive revenue growth through relationship building
-
Relationship Manager
1 day ago
Kolkata, West Bengal, India PEOPLE POWER Full timeJob DescriptionThe Relationship Manager will be responsible for bringing their existing HNI clients and building a strong client book.Maintaining client relationships and generate AUMAdvising clients on their Investments and managing their overall financial portfolio.Track the HNI Client segment in the market for new client acquisitionOrganizing seminars,...
-
Doctor Relationship Executive
2 weeks ago
Kolkata, West Bengal, India Clirnet Services Full time ₹ 4,00,000 - ₹ 8,00,000 per yearJob Summary:The Doctor Relationship Executive is responsible for building and maintaining strong relationships with doctors and healthcare professionals. The role involves managing communication, onboarding, engagement, and support for doctors participating in medical education programs, CMEs, and digital initiatives. Responsibilities:Connect with doctors...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Bajaj Life Full time US$ 2,20,000 - US$ 6,00,000 per yearCompany DescriptionBajaj Life Insurance is one of India's fastest-growing life insurance companies, offering solutions such as ULIPs, term insurance, retirement, and child policies to secure financial futures. Trusted by over 3.85 crore policyholders and holding an impressive AUM of ₹1.3 Lakh Crores, the company boasts a 99.29% claim settlement ratio and a...
-
Customer Relationship Manager
2 days ago
Kolkata, West Bengal, India BALAJI FURNITECH Full timeThe Customer Relationship Manager is responsible for building, maintaining, and strengthening relationships with customers to improve satisfaction, retention, and long-term loyalty. This role acts as a key liaison between customers and the organization, ensuring customer needs are understood and addressed while driving business growth.Key...
-
Client Relationship and Underwriting
2 days ago
Kolkata, West Bengal, India Salasar Services Insurance Brokers Full timeRole & responsibilitiesFinancialEnsure renewal portfolio expansion wrt. general insurance through relationship buildingAchieve financial targets articulated in the strategic plans of the Organisation in terms of the brokerage earned by review of the coverages under existing policies and other areas of risk coverageRelationship buildingEnsuring retention of...
-
Relationship Manager
7 days ago
Kolkata, West Bengal, India Rupeek Full timeThis job is provided by Relationship ManagerAbout RupeekRupeek, established in 2015 and headquartered in Bangalore, stands as India's leading asset-backeddigital lending fintech platform. Committed to making credit accessible to Indians in a fair andconvenient manner, Rupeek pioneers innovative financial products focused on monetizing India's $2trillion...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 6,00,000 - ₹ 25,00,000 per yearJob Title: Senior Relationship Manager / Wealth Manager – Private WealthLocations: Bhubaneswar, Ranchi, Jamshedpur, KolkataJob Type: Full-timeDepartment: Private Wealth / Wealth ManagementExperience Required: 3 to 10 yearsEducation: MBA / Post Graduate (Preferred)About the RoleWe are hiring experienced professionals for the role of Senior Relationship...