Relationship Manager

Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance)Role Overview:A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as...

Position: Relationship Manager –Life InsuranceIndustry: InsuranceLocation: PalaCTC: Up to ₹4 LPA - 5 LPAPreferred Candidates: Professionals with prior experience in the Insurance IndustryGeneral Overview of the RoleThe Relationship Manager – Life insurance will be responsible for building and managing relationships with channel partners, ensuring...

RELATIONSHIP MANAGER-DIRECT SALES-KOTTAYAM Identifying prospects, converts them to leads by explaining the features/terms and conditions and close the business. Adhere end to end process of sourced business – Sourcing, Document Completion, Booking etc Payment tracking of complete subscription till the end & dues collection. Ensure the allocated...

Hiring for "Senior Relationship Manager-Healthcare & Education" in a leading Bank.Lcoation-Bangalore.To acquire, manage, and grow relationships with clients from the Healthcare and Education segments — including hospitals, clinics, diagnostic centers, schools, and colleges — by offering banking products and solutions that meet their business and...

Job description:Designation: Executive Relationship ManagerIndustry: Life InsuranceChannel :BancassuranceLocation :Kottayam, Pathanamthitta,Kollam,TrivandrumCtc :Up to 4 LPAKey Responsibilities:Relationship Management:Build and maintain relationships with bank branch staff, branch managers, and other key stakeholders to enhance the insurance sales...

Key responsibilities - **Sales and Acquisition**: Find and acquire new customers through open market sales, telecalling, or following up on leads. - **Product Promotion**: Introduce and promote the NBFC's loan products, such as unsecured business loans, to potential and existing customers. - **Relationship Management**: Build and maintain strong...

Setting customer expectations and revenue goals. - Identifying customer demands and requirements. - Developing plans to address customer-specific needs. - Dealing with people of different backgrounds and temperaments. - Solving customer issues and complaints. - Planning strategies for customer care and conflict resolution. - Cross-selling products and...

Position Relationship Manager -Life Insurance Industry Insurance Location Pala CTC Up to 4 LPA - 5 LPA Preferred Candidates Professionals with prior experience in the Insurance Industry General Overview of the Role The Relationship Manager - Life insurance will be responsible for building and managing relationships with channel partners ensuring smooth...

Knowledge of Deposits - Responsible for Deposit and other Loans Growth via various sales model. - Should have Experience in Customer service and operations. - Knowledge of Verification of customers KYC and other documents. - Maintaining good Relationship with the clients and ensure Business Targets. - Responsible for manage cash, Valuable items and Bank...

Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.Job Title: CFP & Relationship...