Field Relationship Manager

6 days ago

Central Delhi East Delhi New Delhi, India Tminputs And Services Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Canara HSBC Life InsuranceDirect Life Insurance Apply onlyJob location - Central Delhi , East Delhi & New DelhiRole: Field Relationship ManagerDesignation: Field Relationship ManagerDepartment/Function: SALES RETAIL- CANARACareer Level: 8Direct Reporting: Zonal Business HeadMatrix Reporting:# of Direct Reportees: NA#of indirect Reportees: NAHighest Education: Graduate / Diploma / Post-GraduateExperience: >5 years experience (preferably minimum 2 years in Life Insurance)Location:Hub/HO:II. Job ObjectiveThe primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers of Canara HSBC Life Insurance (CHL) and its bank distribution partners. The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans (such as ULIP, Non-par Guaranteed plan, Annuity etc.) to clients who have an existing relationship with CHL, while also expanding outreach to external customer segments of the bank partnersIII. Key Responsibility Areas#Key Result AreasActivities1Impact on the Business / FunctionPitch and sell insurance products to existing policyholders and to bank customersIdentify opportunities to bundle insurance offerings for better customer valueAchieve set sales targets and contribute to overall businessOperate in the defined sales process and use the tools provided (e.g., Lead Management System)2Customers / StakeholdersContact customers through calls, emails or meetings to present cross-selling opportunitiesBuild strong relationships with clients to ensure repeat business and referralsAnalyze customer profiles to suggest suitable insurance solutionsAddress customer queries, resolve complaints, and any other doubtsCollaborate with bank branch and staff basis the requirement and needsCoordinate with internal teams like branch operations, new business, underwriting, etc. for effective fulfilment from login to issuance3Product KnowledgeComprehensive understanding of the features, benefits, and terms of all insurance products offeredProper explanation of policy options, features, terms, and coverage details clearly to customers4Operational Effectiveness & ControlEnsure Controls and Audit are in place as required by IRDA & CHL ComplianceFoster a compliance culture; act as a change agent to uncover issues and implement innovative solutions to manage risk activelyEnsure proper usage of Merchandise and PIRVIII. CompetenciesExcellent communication and interpersonal skillsGood understanding of insurance & bank productsEffective sales process and lead management skillsAbility to identify customer needs through need analysis/assessmentProficiency in using tools like Lead Management System, Application Journey, BI generation, etc.Basic ability to read and understand data reports and MISSales-driven mindset with a focus on achieving targetsDisclaimer:The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job.The number of direct and indirect reportees may change depending upon the criticality of the role as well as business requirements.Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.Regards :-Deepak

  • Field Relationship Manager

    3 weeks ago

    New Delhi, India Tminputs And Services Full time

    Canara HSBC Life Insurance Direct Life Insurance Apply only Job location - Central Delhi , East Delhi & New Delhi Role: Field Relationship Manager Designation: Field Relationship Manager Department/Function: SALES RETAIL- CANARA Career Level: 8 Direct Reporting: Zonal Business Head Matrix Reporting: # of Direct Reportees: NA #of indirect Reportees: NA...

  • Field Relationship Manager

    2 weeks ago

    New Delhi, Noida, India NoBroker Full time ₹ 54,000 - ₹ 66,000 per year

    Eligibility- Male CandidatesBike and Driving license mandatoryRoles and ResponsibilitiesServe as a Relationship Manager for our valued paid customers.Build trust and sustainable relationships through open communication.Help customers find the perfect tenant or property to match their needs.Manage inbound and outbound calls efficiently.Use company tools to...

  • Relationship Manager

    3 weeks ago

    Delhi, India Planyourworld Training Academy pvt ltd Full time

    Job Title: Team Lead – Relationship Manager Responsibilities: Lead, guide & motivate a team of Relationship Executives. Allocate targets, monitor daily performance, and ensure achievement. Conduct field visits with team for support & training. Build and maintain strong client relationships. Prepare reports and share regular updates with management. ...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Planyourworld Training Academy pvt ltd Full time ₹ 60,00,000 - ₹ 72,00,000 per year

    Job Title: Team Lead – Relationship ManagerResponsibilities:Lead, guide & motivate a team of Relationship Executives.Allocate targets, monitor daily performance, and ensure achievement.Conduct field visits with team for support & training.Build and maintain strong client relationships.Prepare reports and share regular updates with...

  • Relationship Manager

    3 weeks ago

    Delhi, India Alvoral Private Limited Full time

    Primary title:Client Relationship Manager (Relationship Manager) Location:India — On-site About The OpportunityA growing organization in the Financial Services & Fintech sector delivering digital lending, payments and working-capital solutions to SMEs and retail customers across India. We build customer-centric financial products and look for...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Alvoral Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Primary title:Client Relationship Manager (Relationship Manager)Location:India — On-siteAbout The OpportunityA growing organization in the Financial Services & Fintech sector delivering digital lending, payments and working-capital solutions to SMEs and retail customers across India. We build customer-centric financial products and look for...

  • Relationship Manager

    2 weeks ago

    Delhi, NCR, New Delhi, India Aavas Financiers Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    GreetingsDesignation: Relationship ManagerExperience: 1-5 YearsFunction/ Department: SalesCompany: Aavas Financiers Ltd.Job Description:Ability to understand customers need, explain various products and convince them about the product offerings.Should be able to manage overall responsibilities including customer expectations.Resolving Customer issues and...

  • Relationship managers, paid interns

    3 weeks ago

    New Delhi, India The Wealthy Ventures Full time

    Company Description We suggest you enter details here. Role Description This is a full-time on-site role for paid interns as Relationship Managers located in New Delhi. The Relationship Managers will be responsible for managing client relationships and ensuring client satisfaction. Day-to-day tasks include communicating with clients, understanding...

  • Relationship Managers, paid interns

    3 weeks ago

    New Delhi, India The Wealthy Ventures Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for paid interns as Relationship Managers located in New Delhi. The Relationship Managers will be responsible for managing client relationships and ensuring client satisfaction. Day-to-day tasks include communicating with clients, understanding their...

  • Travel relationship manager

    4 weeks ago

    New Delhi, India TourHQ.com Full time

    Please do not apply in case you have applied previously.tour HQ is an online platform that connects travellers to guides around the world. We are looking for a Travel Relationship Manager to join our team. This will be a hybrid working position- partly work from home, and partly from office in Hauz Khas in New Delhi. Therefore, though we are Hybrid, we are...