Relationship Manager

4 weeks ago


Ahmedabad, India Tata AIA Life Insurance Full time

APosition Overview

Position Title

Relationship Manager - Bancassurance IBL

Role Summary:

·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships

Reports To

Territory Manager/Area Manager

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales

·Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches

·Working jointing with the Branch Manager on Business Implementation plan

·Driving and motivating the branch staff along withRAMBORM and providing support for logging in applications sourced

·Tapping the right database of the branch and ensure authentic documentation

·Build relationship with theRAMBOSales/ operationsteamand ensure the business targets and Productivity targets of the allocated branches are met effectively

·Prospect and meet customers within and outside the Branch as when required

·To develop, agree and implement short term and long term plans to achieve sales targets

·To achieve branch RM activation targets

·Work collectively withRAMBOSales / operations teamand conduct joint sales calls as a team to achieve business nos.

·Seek commitment from the partner towards achievement of business objective

Relationship Management

·Managing the relationship between internal team and channel partner so as to

Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

·Provide all possible support to the channel partner as a face of parent company

·Effectively execute all Marketing activities as per Partners requirement

·Ensuring timely issuance of policies with resolving all pending etc.

·Adhere to the customer touch-point engagement in order to service his portfolio of customers

·To maintain the desired persistency ratio

·Prompt post-sales service with respect to all domains

·Strategize and interact closely with the RM on business plan execution

Ensure Compliance

·Ensure compliance to i


  • Relationship Manager

    4 weeks ago


    Ahmedabad, India Matrimony.com Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...

  • Relationship Manager

    4 weeks ago


    ahmedabad, India Matrimony.com Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Responsibilities: Maintaining...

  • Relationship Manager

    15 hours ago


    Ahmedabad, India WealthKare - A Financial Super market Full time

    Company DescriptionWealthkare is investment management company . Industries: Investment & insurance Role DescriptionThis is a full-time on-site role for a Relationship Manager at Wealthkare - A Financial Super market located in Ahmedabad. The Relationship Manager will be responsible for managing and developing client relationships, providing financial advice...

  • Relationship Manager

    14 hours ago


    Ahmedabad, India WealthKare - A Financial Super market Full time

    Company DescriptionWealthkare is investment management company . Industries: Investment & insurance Role DescriptionThis is a full-time on-site role for a Relationship Manager at Wealthkare - A Financial Super market located in Ahmedabad. The Relationship Manager will be responsible for managing and developing client relationships, providing financial advice...


  • ahmedabad, India Selections HR Services Private Limited Full time

    Job Title: Relationship ManagerJob Highlights:- Minimum 1 year of sales experience preferred, preferably in the stock market domain.Education:- Graduate in Any Specialization/ MBA in Marketing & Finance.Job Description:- Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency.- Generate revenue from...


  • Ahmedabad, Gujarat, India timesjobs Full time

    JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...


  • Ahmedabad, India timesjobs Full time

    JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...


  • ahmedabad, India APSK Productions Full time

    Job descriptionCompany DescriptionAPSK Productions is a film studio and casting house based in Noida. We cater to the needs of bold brands and the entertainment industry. Our team comprises of the best minds in the industry who work together to deliver the best experience. We strive to deliver work that is impactful and meaningful.Role DescriptionThis is...


  • Ahmedabad, India APSK Productions Full time

    Job descriptionCompany DescriptionAPSK Productions is a film studio and casting house based in Noida. We cater to the needs of bold brands and the entertainment industry. Our team comprises of the best minds in the industry who work together to deliver the best experience. We strive to deliver work that is impactful and meaningful.Role DescriptionThis is...


  • Ahmedabad, India APSK Productions Full time

    Job descriptionCompany DescriptionAPSK Productions is a film studio and casting house based in Noida. We cater to the needs of bold brands and the entertainment industry. Our team comprises of the best minds in the industry who work together to deliver the best experience. We strive to deliver work that is impactful and meaningful.Role DescriptionThis is...

  • Relationship Manager

    2 weeks ago


    Ahmedabad, India Qualifiyer Full time

    -Job description for Relationship Manager - Bond Profile.Location Ahmedabad/Kolkata / Mumbai/ Delhi.Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory.Identify investment opportunities or strategies.Identifying, calling and visiting potential clients from time to time to promote products.Explain technical product, financial and...


  • Ahmedabad, India Qualifiyer Full time

    -Job description for Relationship Manager - Bond Profile.Location Ahmedabad/Kolkata / Mumbai/ Delhi.Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory.Identify investment opportunities or strategies.Identifying, calling and visiting potential clients from time to time to promote products.Explain technical product, financial and...


  • Ahmedabad, India Qualifiyer Full time

    -Job description for Relationship Manager - Bond Profile. Location Ahmedabad/Kolkata / Mumbai/ Delhi. Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory. Identify investment opportunities or strategies. Identifying, calling and visiting potential clients from time to time to promote products. Explain technical product, financial...


  • Ahmedabad, India timesjobs Full time

    EXPERIENCE: 2-3 yearsJOB DETAILSOne of our clients, a reputed name in the banking industry, is looking for an Associate Relationship Manager for its corporate banking division.Key Responsibilities:- Credit analysis including regular monitoring of existing and new clients- Prepare credit proposal notes and present to Risk Management team and Sanction...


  • Ahmedabad, Gujarat, India timesjobs Full time

    EXPERIENCE: 2-3 yearsJOB DETAILSOne of our clients, a reputed name in the banking industry, is looking for an Associate Relationship Manager for its corporate banking division.Key Responsibilities: Credit analysis including regular monitoring of existing and new clients Prepare credit proposal notes and present to Risk Management team and Sanction Committees...


  • Ahmedabad, India timesjobs Full time

    You will need to build a strong understanding of a clients risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family or corporates. The qualities expected of a relationship manager include:Trust, Integrity and Passion:in meeting your clients...


  • Ahmedabad, Gujarat, India timesjobs Full time

    You will need to build a strong understanding of a clients risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family or corporates.The qualities expected of a relationship manager include:Trust, Integrity and Passion:in meeting your clients...


  • Ahmedabad, India White Force Group Full time

    Location - Ahmedabad,Surat,Rajkot & Baroda(Gujarat) & Mumbai,Nagpur & Pune (Maharashtra)CTC Upto -5 LPAJob Description:· To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.· Build, manage and promote relationships with existing/old customers to...

  • Relationship Manager

    4 weeks ago


    Ahmedabad, India DBS Bank Full time

    Relationship Manager - MIDCAP-(WD52131) Position Title : Relationship Manager  Department : IGB3 Job Purpose To acquire and build a well diversified portfolio within the IBG 3 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with...


  • ahmedabad, India The Infinity Space Full time

    Job Responsibilites:--Sell Life Insurance to the allocated customers & walk-ins only-Direct customer service & sales to the existing customers through relationship building-Existing Customer database will be provided by the companyCandidate Requirement:-Minimum 1 year sales experienceGood communication skillAny graduateAge:- Max 40 yearRegard,Prince V - Sr...