Relationship Officer

4 days ago

Delhi, Delhi, India Kotak Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per year
for Internal Candidates

Business Description

811 Digital Sales ROvertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship.

We ensure high level of customer service to our 811 customers with assistance of Product operation group (POG)

Engaging with customers to enrich the relationshipsand garner higher wallet share of the customers

Increase the 811 book and Investment AUM portfolio by means ofAcquiring, Enhancing, Deepening and Retention.

Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.

Cross selling

Balance Builder products Demat,Trading,Credit Cards/FD/RD

Build a Loan Porftolio Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more

Third Party Products Insurance such as General and Life,etc, Mutual Funds

Other banking products as per customers need

Prioritizing 360 customer engagement

Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.

Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS

Ensure that the defined parameters for opening of a new account are met as per the process and compliance

Job Requirements:

MBA/Graduate

AMFI & IRDA Certification an added advantage for customer orientation

Excellent Interpersonal skills Written and oral.

Good interpersonal and sales skills with strong people and time management.

  • Relationship Officer

    1 week ago

    Delhi, Delhi, India TRDFIN Support Services Pvt Ltd Full time

    We are seeking a dynamic and results-driven Relationship Officer – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio. Key Responsibilities: Generating business through DSAs,...

  • Customer Relationship Officer

    5 days ago

    Delhi, Delhi, India Raymond Lifestyle Limited Full time US$ 6,00,000 - US$ 12,00,000 per year

    Company DescriptionRaymond Lifestyle Ltd is an established entity leading the market in branded suiting, shirting, and ready-to-wear apparel. Renowned for quality and style, Raymond Lifestyle Ltd is a key player in the fashion industry, offering a wide range of products that cater to diverse customer needs. The company is committed to excellence and...

  • Branch Relationship Officer

    2 weeks ago

    Delhi, Delhi, India Equitas Small Finance Bank Full time

    Job DescriptionWe are looking for a highly motivated and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably in used car finance.Roles and Responsibility:- Develop and maintain strong relationships with existing customers to increase...

  • Relationship Officer

    5 days ago

    Delhi, Delhi, India Leading Bank Full time US$ 5,00,000 - US$ 10,00,000 per year

    Dear Candidate,We are thrilled to invite you to a Walk-in Interview for the position of Relationship Officer with a Leading Bank This is an excellent opportunity to work inPlease find the details below:Profile Home: Home Loan/LapJob Location: DelhiSalary: As per Company Norms + Unlimited IncentivesQualification: Graduate (in any Discipline)Experience:...

  • Senior Family Office Relationship Manager

    7 days ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Seeking a professional to spearhead family office relationships and cultivate connections with ultra-high net worth individuals in the Delhi and NCR region.The ideal candidate will possess at least 8 years of experience in wealth management, AIF, or PMS sales. Key responsibilities include:Managing relationships with high-net-worth families and...

  • Client Relationship Officer

    4 days ago

    Delhi, Delhi, India Mapmystudy Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    We are looking for Client Relationship Officer to join our team who will act as a link between the students and the overseas educational institutions by ensuring that the entire admission procedure of the student is carried out correctly and efficiently. Roles & Responsibilities :Reviewing, analyzing and assessing the students' applications on the grounds...

  • Senior Family Office Relationship Manager

    1 week ago

    Delhi, Delhi, India beBeeWealthManagement Full time ₹ 15,00,000 - ₹ 25,00,000

    We are seeking a seasoned Wealth Manager to oversee the cultivation of Family Office Relationships.About the Role:The ideal candidate will have at least 8 years of experience in Wealth Management, Sales or a related field and be skilled at identifying new business opportunities.Key Responsibilities:Building and maintaining strong relationships with High Net...

  • Customer Relationship Officer

    3 weeks ago

    Delhi, Delhi, India Hireginie Full time

    About the CompanyA leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its...

  • Customer Relationship Officer

    2 days ago

    Delhi, Delhi, India Hireginie Full time

    About the CompanyA leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its...

  • Relationship Officer

    2 days ago

    Delhi, Delhi, India Sun Life Full time

    Job Description- Targets new client acquisition through sourcing of leads and business conversions in conjunction with DSA Channel Partners, Area/Cluster Head and independently as well- Manages retention of existing clients and activation for cross sell, ensuring growth in business volumes- Strengthens & leverages existing client relationships to generate...