Relationship Managers
3 months ago
LeadConversion
- Activelyengage with leads through variouschannels.
- Build strongrelationships with potentialclients.
- Present andexplain insurance productseffectively.
- Collaboratewith sales and marketing teams for lead generation andconversion.
InsurancePolicyIssuance
- Guideclients through the application and underwritingprocess.
- Collaboratewith underwriting and processing teams for policyissuance.
- Keep clientsinformed about the status of theirapplications.
- CustomerService
- Serve as aprimary point of contact for existingclients.
- Conductregular followups to assess clientsatisfaction.
- Collaboratewith the customer service team to enhance overall customerexperience.
RelationshipBuilding
- Developand maintain strong relationships withclients.
- Attendnetworking events to expand the companysnetwork.
- Seek feedbackfrom clients to improve servicedelivery.
- PreferredCandidateProfile
- Excellentcommunication and interpersonalskills.
- Strongnegotiation and persuasionabilities.
- Knowledgeof insurance products and underwritingprocesses.
- Customercentricapproach with a focus on delivering exceptionalservice.
- AdditionalConsiderations
- SalesGoals: Clearly defined sales targets and performancemetrics.
- Training andDevelopment: Opportunities for continuous learning and professionalgrowth.
- Compensation:Competitive salary structure with potential for incentives orcommissions.
- CompanyCulture: Alignment with the companys values andmission.
leadconversion,relationship building,insurancesales,sales,negotiation,underwriting processes,build strongrelationships,customer,insurance,communication,underwriting,insuranceproducts,networking,customer relationship management,customerservice,interpersonal skills
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Relationship Manager
8 months ago
Surat, India Cupid Knot Full timeWe 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 knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...
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Relationship Manager
3 days ago
Surat, India IndusInd Bank Limited Full timeAs a Relationship Manager:-Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities :-- Generate new business to achieve defined sales targets- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...
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Relationship Manager
2 days ago
Surat, India IndusInd Bank Limited Full timeAs a Relationship Manager:-Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities :- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...
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Relationship Manager
1 month ago
Surat, India AASTHA FINTECH PVT. LTD. Full timeCompany OverviewAASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a comprehensive range of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services, SIPs, Fixed Deposit Services, Portfolio Management, Investment...
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Relationship Manager
8 months ago
Surat, India SRG Housing Finance Full timePromising career in the field of housing finance division.Sourcing file from open market.Generate leads from known contact.Identification of right customer, ability to understand customers need, explain various products and convince them about the product offeringsShould be able to manage overall responsibilities including customer expectations, identifying...
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Jr Relationship Manager
3 months ago
Surat, India RISHI JOBS Full timeDesignation Jr.Relationship Manager Experience00 01 Year JobResponsibility We seek aPassionate Ethical & HardWorking Relationship Manager at NorthStar. A junior relationship managers responsibilities includebuilding and maintaining relationships with Existing clients andhelping to generate new business:1. Building relationships Ajunior relationship...
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Relationship Manager
1 week ago
Surat, India Tipsons Group Full timeThe ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...
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Relationship Officer
6 months ago
Surat, India Greendot Management Solution Full timeWe are Hiring for one of the Surat based finance company Very Good Opportunity for Freshers Relationship Manager-3 Relationship Officer-10 Location: Surat Qualification: Any Graduate **Salary**: 12k to 18k **Salary**: ₹12,000.00 - ₹18,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Surat, Gujarat: Reliably commute or...
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Relationship Manager
3 months ago
Surat, India ConsultBae India Private limited Full timeRole Relationship ManagerWealth(Gujrat)Experience59 YearsModeWFO 5.5daysLocationSurat Ahmedabad andBarodaJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep...
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Affordable Home Loan Relationship Manager
3 weeks ago
Surat, Gujarat, India STAFFIAA Full timePosition:Relationship Manager(Home Loan LAP BL)CTC: ₹4,00,000 per annumJob Summary:TheRole of a Relationship Manager involves sourcing affordable home loansand cross-selling loan against property products to customers. Thisposition requires building and maintaining relationships with DirectSales Agents (DSAs), developers, and acquiring new customersfrom...
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Financial Markets Relationship Manager
2 days ago
Surat, Gujarat, India IDFC FIRST Bank Full timeJob OverviewIDFC FIRST Bank is seeking an experienced Trade & Fx Counsellor to join our team. The successful candidate will be responsible for driving trade relationships and providing Fx related services across assigned regions/branches.
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Relationship Manager
7 months ago
Surat, India Allianz Full timeJob Description:Not available at the momentSkills Required:Market Intelligencesales planningMarket ResearchStakeholder ManagementDesirable Skills:Not available at the moment
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Relationship Manager
3 weeks ago
surat, India Anand Rathi Global Finance Limited Full timeAnand Rathi Global Finance Ltd is Hiring Relationship Manager for SME-LAP1. Experience with LAP Business vertical in earlier assignments2. RM Must have Exp. In sourcing business from DSA Channel3. Work location and local market Exposure4. Responsible for processing loan5. Responsible for monthly Login activities and disbursals as per target...
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Relationship manager
3 weeks ago
Surat, India Anand Rathi Global Finance Limited Full timeAnand Rathi Global Finance Ltd is Hiring Relationship Manager for SME-LAP 1. Experience with LAP Business vertical in earlier assignments 2. RM Must have Exp. In sourcing business from DSA Channel 3. Work location and local market Exposure 4. Responsible for processing loan 5. Responsible for monthly Login activities and disbursals as per target...
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Relationship Manager
3 months ago
surat, India Anand Rathi Global Finance Limited Full timeAnand Rathi Global Finance Ltd is Hiring Relationship Manager for SME-LAP 1. Experience with LAP Business vertical in earlier assignments 2. RM Must have Exp. In sourcing business from DSA Channel 3. Work location and local market Exposure 4. Responsible for processing loan 5. Responsible for monthly Login activities and disbursals as per target...
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Relationship manager
8 months ago
Surat, India Kotak life insurance Full timeDirect Marketing ChannelPurpose:To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organizationResponsibilities: Convert leads and generate business through leads shared by the organization Visit potential customers for new...
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Customer Relationship Executive
6 months ago
Surat, India Nanavati Renault Full time**Job Title**:Customer Relationship Executive (CRE) - Auto Industry **Summary**: A CRE in the Auto Industry nurtures customer relationships, assists in sales, and ensures satisfaction. Responsibilities include engagement, product knowledge, and effective communication. **Key Responsibilities**: - Engage and assist customers. - Provide product...
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Relationship Officer
1 month ago
Surat, India Ratnaafin Group Full timeJob description - Managing end-to-end sales lifecycle tapping prospects, analyzing their requirements, rendering advice, negotiating commercially and ensuring timely disbursement of loan documents to the customer. - Sourcing Home Loans (For Purchase/Construction/Renovation of Residential House), LAP products and implementing strategies to enhance market...
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Relationship Manager
3 weeks ago
surat, India Anand Rathi Global Finance Limited Full timeAnand Rathi Global Finance Ltd is Hiring Relationship Manager for SME-LAP 1. Experience with LAP Business vertical in earlier assignments 2. RM Must have Exp. In sourcing business from DSA Channel 3. Work location and local market Exposure 4. Responsible for processing loan 5. Responsible for monthly Login activities and disbursals as per target assigned....
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Relationship Manager
3 months ago
surat, India Anand Rathi Global Finance Limited Full timeAnand Rathi Global Finance Ltd is Hiring Relationship Manager for SME-LAP1. Experience with LAP Business vertical in earlier assignments2. RM Must have Exp. In sourcing business from DSA Channel3. Work location and local market Exposure4. Responsible for processing loan5. Responsible for monthly Login activities and disbursals as per target...