Relationship Manager

1 week ago

Delhi Kolkata Mumbai NCR, India Finhaat Insurance Broking Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Company Information

Finhaat a tech enabled platform for the distribution of financial products and services to the aspirational, emerging Indians. Our journey started with the belief that all individuals should be equipped to manage their financial health with ease and confidence. This will be possible only when they have an easy access to solutions that are in line with their financial goals.

Suraksha Protection from Financial Shocks

Suvidha Easy access to curated financial services

Samriddhi Trusted Partner for overall financial prosperity

Finhaat has been created as a marketplace for financial services distribution that seeks to connect the customer to the solution provider through an innovative financial service distribution model.

Finhaat gives the right individual an environment of immense growth depending on its capability and performance.

Job Description

Job Title: Relationship Manager

Qualification: Bachelor's degree

Experience: 1- 3 Years

Past experience of working on the Agency channel/PoSP network is preferred.

Location: Mumbai, Delhi, Kolkata

Domain: General Insurance/Life Insurance/Health Insurance

We have an urgent requirement of a Relationship Manager, in our Retail Insurance department.

Responsibilities:

Relationship Management with channel partners.

Manage, Recruit and develop the team of POSP and Channel Partner.

Managing and delivering revenue targets set by the company on a monthly and quarterly basis.

Coordinating with the corporate office, sales support and relevant teams for all intermediaries and client related issues.

Doing joint calls with the partners and Advisors to generate and help them to achieve their monthly numbers.

Business generation through POSP, Channel Partner and Direct Client.

Developing and implementing strategies to grow the business and POSP network.

Creating agency distribution (POSP) for the company.

Build long-term relations with POSP by understanding their requirements as well as their client needs and providing the best possible product and solutions.

Interact and engage periodically with POSP and Channel Partners for both existing and potential business opportunities.

Ensure adherence to all rules and norms.

Actively involved in leg work for best representation of a deal to the underwriter for getting the best quote.

Proactively plan for peak dates of renewal and prioritize service-related aspects.

Skills Required for this role:

  • Strong communication and Negotiation skills
  • People Skills - Puts the needs of the client first.
  • Product Knowledge
  • Interpersonal Skills - Good Customer Service
  • Persistence
  • Problem Solving

  • Relationship Manager

    2 weeks ago

    Delhi, Kolkata, Lucknow, NCR, India Ghrig People Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Designation:Relationship Manager / Senior Relationship ManagerDepartment:Agency / Direct ChannelReporting To:Area Sales ManagerLocation:Delhi NCR, Noida, Gurugram, Kolkata, Chandigarh, Lucknow, Ludhiana, Ahmedabad, Surat, Pune, Nagpur, Rajkot, Nashik, Guwahati, Varanasi, JaipurRole & responsibilities• Promote and sell life / Health / Motor insurance...

  • Relationship Manager

    2 weeks ago

    Delhi, NCR, India Yunay Consultancy Services Full time ₹ 4,20,000 per year

    Role- Relationship office/ managerExperience -min 2yearField salesGood communicationLocation - DelhiProduct -Housing loansSalary - upto 4.20lpaResponsibilities -:Generating business through DSA'S/ Builders/ Channel Partners/ Open Market.To handle a DSA to Achieve the business numbers.To plan, organise & initiate to identify New Potential DSA, CA, Financial...

  • Relationship Manager

    2 weeks ago

    Delhi, NCR, India BS2 Hire Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Responsibilities:* Manage high net worth clients' relationships & wealth growth* Acquire new HNIs through strategic networking & marketing efforts* Execute equity trades, provide investment advice & manage portfoliosSales incentives

  • Relationship Manager

    2 weeks ago

    Delhi, NCR, India Dreams Solution Full time ₹ 5,50,00,000 - ₹ 7,50,00,000 per year

    Job Name PA (Private Banking): Relationship Manager Private Banking GroupLocations - Delhi/Gurgaon/Noida/Lucknow/Chandigarh/Mohali/Jammu/Bareilly/MeerutJob PurposeTo enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniquesJob Responsibilities(JR) : 6 8 AreasActionable...

  • Relationship Manager

    2 weeks ago

    Delhi, NCR, India BS2 Hire Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Responsibilities:* Manage customer relationships through regular communication and feedback.* Generate leads, close deals, and maintain sales targets.* Collaborate with team on marketing strategies and product development.Sales incentives

  • Relationship Manager

    2 days ago

    Delhi, NCR, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job RoleManage big ticket size clients having group exposure above 5 CrBuild strong and effective relationship with Promoters and build client trust and confidenceUnderstand business models, target segments, cash flows and structure WC solutions to best suit customer needs.Ensure timely closure of all pending PDDs.Tracking and liaison with customer for any...

  • Relationship Manager

    1 week ago

    Delhi, NCR, India PP Mutual Fund Services Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    The Relationship Manager will be responsible to maintain and expand relationship with assigned & new clients for achieving sales and profitability.Acquire new clients and Increase engagement of existing client by providing complete financial planning and wealth management solutions Conduct daily sales calling with prospects and identify their financial...

  • Corporate Relationship Manager

    2 weeks ago

    Delhi, Mumbai, NCR, India Poonawalla Fincorp Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesManage corporate relationships with existing clients to increase business opportunities and revenue growth.Identify new business prospects through networking, referrals, and market research to expand the client base.Develop and maintain strong relationships with key decision-makers at partner organizations to drive sales...

  • Relationship Manager

    7 hours ago

    Delhi, Mumbai, NCR, Pune, India Numeric Infosystem Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    looking for multiple openingsHL - sales officerRelationship manager - HLDSA ManagerRelationship OFFICER - HLLocation - Maharashtra, Delhi

  • Relationship Manager

    9 hours ago

    Bengaluru, Delhi, Mumbai, NCR, India Alpha Ori Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    To develop & manage relationships with Large Corporate Group Segment.Position Responsibilities1 Coverage of clients with revenues in excess of Rs. 2,000 Crs;2 Ownership of business development as per agreed plans;3 Initiate, manage & deepen client engagement; Build relationships atCXO/CFO levels4 Ensure delivery of banking solutions in collaboration with...