Relationship Manager

3 weeks ago


Nashik, India Mintskill HR Solutions LLP Full time

JOB SUMMARY-

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank.

 

 

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 revenues.
  • Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
  • Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book.
  • Manage the key performance indicators at the highest level.
  • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. 
  • Sales Achieve the Targets set in terms of product mix.
  • Achieve “best in class” productivity in order to maximize the efficacy of the sales process
  • Achieve the budgeted cross sell targets.
  • Aggressive Sales call plans to acquire large prospective customers through referrals.
  • Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
  • Integration Management Manage the customer transition with utmost sensitivity.
  • Awareness of all the policies and procedures issued in relation to money laundering prevention.
  • Ensure compliance with these policies and procedures on an ongoing basis.
  • Any suspicious transaction must immediately be reported to the supervising officer.


RequirementsGraduate with Experience in Retail Branch Banking as Relationship Manager for HNI / Business Banking having portfolio of clients mapped. 


  • Relationship Manager

    3 weeks ago


    nashik, India Placement India Full time

    Designation : Relationship ManagerQualification: GraduateGender : FemalePosition : 2Salary : 20 to 25 K pm (Incentive Extra)Language : Fluent in English & Hindi with presentable command

  • Relationship Manager

    3 weeks ago


    nashik, India Placement India Full time

    We Are Hiring For India First Life insurance companyLocation - Bicholim, PondaDesignation - Business Development ManagerBancassurance ChannelPackage - 20-25% hike given from your current CTC and experience (15k to 21k In Hand)Age- Max 35Education- GraduationExperience-Minimum 6 month BFSI Sales ExperienceFor more information about other vacancies call /...

  • Relationship Manager

    3 weeks ago


    nashik, India Placement India Full time

    Understand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable relationshipsResolve customer complaints quickly and effectivelyForward upselling and cross-selling opportunities to the sales teamPromote high-quality sales, supply and customer service processesAim to preserve customers and renew...

  • Relationship Manager

    3 weeks ago


    nashik, India White Force Full time

    Job Description: New client acquisition, building new relationships and increasing depth in existing relationships with clients.· Selling online broking accounts- Demat account, trading account.· Identifying customer needs, assessing their appetite and providing them investment options.· Cross selling of financial products like Mutual Fund,...


  • Nashik, India Impact HR & KM Solutions Full time

    Build relationships with key employees among customersCreate plans to address clients business needsAdvise clients on creating profitable processesSchedule regular meetings with customers to ensure they are satisfiedAct as point of contact for complaints and escalate issues as appropriateHelp sales team up-sell or cross-sell services and productsEnsure both...


  • Nashik, Maharashtra, India Impact HR & KM Solutions Full time

    Build relationships with key employees among customersCreate plans to address clients business needsAdvise clients on creating profitable processesSchedule regular meetings with customers to ensure they are satisfiedAct as point of contact for complaints and escalate issues as appropriateHelp sales team up-sell or cross-sell services and productsEnsure both...

  • Relationship Manager

    3 weeks ago


    Nashik, India Tata AIA Life Insurance Full time

    Direct DistributionPensions - Individual BusinessRelationship Manager - NPS112 JOB DESCRIPTION A Position Overview Position Title Assistant Relationship Manager – NPS / Relationship Manager – NPS / Sr. Relationship Manager - NPS Department Direct Distribution - NPS Level/ Band 204 RoleSummary: B Organizational...


  • nashik, India Placement India Full time

    Position- Digital Relationship ManagerQualifications- Graduate Fresher (Any Stream).Location- Nashik- (Satpur)Experience- Only Experienced (BFSI Sales exp. 1+ years)Offered CTC- 2.32 L to 3.8LRequirements-1. Proficient in MS office2. Fluent in both verbal and written Communications.3. Basic understanding of capital markets businessRoles and...

  • Relationship Manager

    2 weeks ago


    nashik, India Tata AIA Life Insurance Full time

    Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branchesWorking jointing with the Branch Manager on Business Implementation planDriving and motivating the branch staff and providing support for logging in applications sourcedTapping the right database of the branch and...


  • Nashik, India Mintskill HR Solutions LLP Full time

    JOB SUMMARY-Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the...


  • Nashik, India Mintskill HR Solutions LLP Full time

    Job DescriptionJOB SUMMARY-Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth...


  • Nashik, India D Source Full time

    QualificationEducationSpecialisationDetailsGraduateGraduate - AnyJob DescriptionPost - LIC AgentAge Criteria - 18+ Candidate OnlyResponsibilities-Developing marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing onesBreeding productive relationships to create a pool of prospective clients from various...


  • Nashik, India Inventiway Solutions Full time

    **6 month to 1 year of experience of sales in financial company [banks, insurance, NBFC] is mandatory.** **Job Responsibility**: Customer Relationship Management: Establish and maintain strong relationships with existing and potential customers in rural areas. Regularly interact with clients to understand their financial requirements and...


  • Nashik, India Impact HR & KM Solutions Full time

    Responsibilities and Duties Increasing the value of current customers while attracting new ones. Sales Work Converting hot Leads with maintaining good conversion ratio. Building and maintaining profitable relationships with key customers. Building Service and sales Network across India Giving online demo to clients. Invoice & Billing Sales & Service...


  • Nashik, India Impact HR & KM Solutions Full time

    Responsibilities and Duties Increasing the value of current customers while attracting new ones. Sales Work Converting hot Leads with maintaining good conversion ratio. Building and maintaining profitable relationships with key customers. Building Service and sales Network across India Giving online demo to clients. Invoice & Billing Sales & Service...


  • Nashik, India Impact HR & KM Solutions Full time

    Job Description: Increasing the value of current customers while attracting new ones. - Sales Work Converting hot Leads with maintaining good conversion ratio. - Building and maintaining profitable relationships with key customers. - Building Service and sales Network across India - Giving online demo to clients. - Invoice & Billing - Sales & Service...


  • Nagar, Nashik, India D Source Full time

    QualificationEducationSpecialisationDetailsGraduateGraduate - AnyJob DescriptionResponsibilities -Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.Perform as key contact for selected customer relationships under Banker guidance.Initiate apt activities to ensure on time and scheduled response to...


  • Nashik, India Impact HR & KM Solutions Full time

    Build relationships with key employees among customers Create plans to address clients’ business needs Advise clients on creating profitable processes Schedule regular meetings with customers to ensure they are satisfied Act as point of contact for complaints and escalate issues as appropriate Help sales team up-sell or cross-sell services and...


  • Nashik, India D Source Full time

    QualificationEducationSpecialisationDetailsPost-GraduateMBA MarketingGraduateB.AGraduateB.ComGraduateB.ScJob DescriptionVacancyUploadedOn:23/03/23VacancyUploadedBy Divya===============================================Responsibilities:Increasing the value of current customers while attracting new ones.Sales Work Converting hot Leads with maintaining good...


  • Nashik, India Impact HR & KM Solutions Full time

    Pr - 2 Nos. Ctc 30k to 45k description: connecting with Media, Celebrity and Event Management Co. Having Pr Knowledge in Arranging Events, Adv. Etc with Film Industry. - Experience- 1 - 4 Years- Salary- 3 Lac 25 Thousand To 4 Lac P.A.- Industry- Public Relation (PR) / Advertising / Events- Qualification- Diploma, Advanced/Higher Diploma, Professional Degree,...