Relationship Manager

3 weeks ago


Mumbai, India Mintskill HR Solutions LLP Full time
Job Description
Job Purpose
  • Responsible for the portfolio being handled so as to build effective relationship with the classic customers by regularly contacting the customers.
  • Establish contacts with the customer as per the contact cycle.
  • Identifying the opportunities in the portfolio to enhance the portfolio.
  • Meet the portfolio objectives like cross-sell, income, quality parameters and regular service interactions.
Job Responsibilities : 
  • Income achievement/Revenue Generation : 
    • Meet the income or revenue target set for the portfolio being handled.
    • Identify the opportunities available in the portfolio.
  • Contactability :
    • Contact the customers as per the defined target and plan.
    • Establish contact with the customer on all the triggers, birthday calls, service calls to make effective conversation.
  • Service Quality :
    • Effective interaction or communication to be done with customer.
    • Every conversation made to the customer to be properly updated in the CRM Next with complete details.
    • Work on the feedback shared with by the supervisor /unit manager/training manager on the quality of conversation or interaction.
    • Prepare and use narratives during the conversation made to the customers.
  • Sales
    • Identify the opportunities in the portfolio and close on the opportunities.
    • Meet the targets of the defined products given
    • Follow up on the leads generated towards closure
  • Audit and compliance
    • Adhere to all the laid down processes set.
    • Follow all the guidelines as defined and comply with the processes set.


RequirementsQualification : Graduate

Key Skills
  • Customer handling skills
  • Communication skills
  • Conversation Skills
  • Banking Product and Process Knowledge
  • Selling Skills


Benefits

Requirements
Qualification : Graduate Key Skills Customer handling skills Communication skills Conversation Skills Banking Product and Process Knowledge Selling Skills

  • mumbai, India YES BANK Full time

    Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...


  • mumbai, India Mahindra Holidays & Resorts India Limited Full time

    Position Name - Relationship Manager / Sr. Relationship ManagerEducation - Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful...

  • Relationship Manager

    2 weeks ago


    Mumbai, India Shift Risk Insurance Brokers Limited Full time

    Shift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance!!!We have multiple openings for Relationship manager for Motor / SME and Life Insurance product.- Maintaining a deep knowledge of Motor / SME / Life product.- Building and maintaining strong relationships with prospective and existing clients / POS.-...

  • Relationship Manager

    2 weeks ago


    mumbai, India Shift Risk Insurance Brokers Limited Full time

    Shift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance!!! We have multiple openings for Relationship manager for Motor / SME and Life Insurance product. - Maintaining a deep knowledge of Motor / SME / Life product. - Building and maintaining strong relationships with prospective and existing clients / POS. -...


  • Mumbai, India YES BANK Full time

    Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...


  • Mumbai, India YES BANK Full time

    Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...


  • Mumbai, India YES BANK Full time

    Core Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...


  • Mumbai, India Mahindra Holidays & Resorts India Limited Full time

    Position Name - Relationship Manager / Sr. Relationship ManagerEducation - Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful...


  • Mumbai, India Mahindra Holidays & Resorts India Limited Full time

    Position Name - Relationship Manager / Sr. Relationship ManagerEducation - Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful...


  • Mumbai, India Mahindra Holidays & Resorts India Limited Full time

    Position Name - Relationship Manager / Sr. Relationship Manager Education - Min. Graduate Experience – Minimum 1 year experience in direct sales Preferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce JD for Relationship Manager / Sr. Relationship Manager Job Purpose: To make powerful and...

  • Relationship Manager

    2 weeks ago


    Mumbai, India Shift Risk Insurance Brokers Limited Full time

    Shift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance!!!We have multiple openings for Relationship manager for Motor / SME and Life Insurance product.- Maintaining a deep knowledge of Motor / SME / Life product.- Building and maintaining strong relationships with prospective and existing clients / POS.-...

  • Relationship Manager

    2 weeks ago


    Mumbai, India Shift Risk Insurance Brokers Limited Full time

    Shift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance!!!We have multiple openings for Relationship manager for Motor / SME and Life Insurance product.- Maintaining a deep knowledge of Motor / SME / Life product.- Building and maintaining strong relationships with prospective and existing clients / POS.-...

  • Relationship Manager

    4 weeks ago


    Mumbai, India Capwise Financial Services Private Limited Full time

    Company OverviewCapwise Financial Services Pvt. Ltd. (CFPL) is a financial services company catering to companies across all segments and all sectors in India. They offer customized financial advisory services and best finance strategy for the companys growth. With full-fledged investment banking services including debt syndication, private equity, advisory,...


  • Mumbai, India Capwise Financial Services Private Limited Full time

    Company Overview Capwise Financial Services Pvt. Ltd. (CFPL) is a financial services company catering to companies across all segments and all sectors in India. They offer customized financial advisory services and best finance strategy for the companys growth. With full-fledged investment banking services including debt syndication, private equity,...

  • Relationship Manager

    3 weeks ago


    Mumbai, Maharashtra, India iimjobs Full time

    Private wealth ManagerJob Description:We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring...

  • Relationship Manager

    4 weeks ago


    Mumbai, India Snaphunt Full time

    The OfferA role that offers a breadth of learning opportunitiesJoin a well known brand within Brokerage / Treasury / Securities ExchangeWork alongside & learn from best in class talentThe JobYou will be responsible for : Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business...

  • Relationship Manager

    3 weeks ago


    Mumbai, Maharashtra, India iimjobs Full time

    Relationship Manager - Infra Finance Role & Responsibility: To assist Zonal Head in delivering budgeted sales volumes, profitability and Fee Income in the designated areaTo assist Zonal Head in implementing devised Business strategy for the Zone and tap local network to achieve the budgeted business volumes / Net Interest Income / Fees / Asset Book etc. To...

  • Relationship Manager

    2 weeks ago


    Navi Mumbai, India timesjobs Full time

    SALARY: 4 lakhsLOCATION: Navi MumbaiVACANCIES: 1QUALIFICATION: Any GraduateMALE/FEMALE: Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILS1. Generate new business to achieve defined sales targets2. Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.3. Provide professional customer service to achieve...

  • Relationship Manager

    4 weeks ago


    Mumbai, India Capwise Financial Services Private Limited Full time

    Relationship Manager Debt SyndicationJob DescriptionDevelop and maintain relationships with clients.Research and analyze clients' financial profiles and market dynamics to identify potential opportunities.Conduct research to identify new markets and customer needs, and develop a growth strategy that focuses on financial gain and customer...

  • Relationship Manager

    4 weeks ago


    mumbai, India Capwise Financial Services Private Limited Full time

    Relationship Manager Debt Syndication Job Description Develop and maintain relationships with clients. Research and analyze clients' financial profiles and market dynamics to identify potential opportunities. Conduct research to identify new markets and customer needs, and develop a growth strategy that focuses on financial gain and customer satisfaction....