Relationship Manager

4 weeks ago


Rajkot, India Tata AIA Life Insurance Full time

Job Description

A Position Overview

Position Title

Training Manager

Department

Agency Sales Training / Distribution Training

Level/ Band

301 - Assistant Manager

Role Summary :

Conducts training as per the defined levels by the assigned channel.manages and develops BAM/BM/Leader/Agents and executes training schedules for the assigned locations.

B Organizational Relationships

Reports To

Cluster Training Manager/r Training Manager

Supervises

Indirect: IRDA Training Institutes in the zone

C Job Dimensions

Geographic Area Covered

Stakeholders Internal

Agency Managers ,Branch Managers, Leader & Agents

External

IRDA Training Institutes , Suppliers

D Key Result Areas

Organization process

Key contributions

Critical Responsibilities

·Training as per assigned Channel

øAgency:

øBAM/BM

øPBA & BA

øNew License Agent/Premier Agent/Advisor

øManage the local training resources, training & Choreography schedule

Primary Responsibilities

·Delivering Induction Training and development workshop for New agents, New Generation premier Agents and existing Premier Agents to build their capabilities in selling skills to make them capable to prospect, Take new appointments, open new calls and close the call by handling objections.

·Delivering IRDA refresher Training with minimum 90% Pass%

·To announce monthly training & Choreography schedules by the 1st of every month

·Execute/Support in branch Choreography(Morning huddle/Graduation day/Monthly training etc)

·To ensure training records are maintained and updated regularly.

Risk

·Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

E Skills Required

Technical

§Training Skills and workshop delivery skill

§Product knowledge

§MS Excel/Power point

§Digital Skill

§Virtual Session

Behavioral

§Facilitation skill

§Team Management

§Leadership skills

§Communication skills

§Trainer observation skills

§Strategic Thinking

§Adaptability

Essential

Desired

Facilitation Skill

·

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Teamwork Skills

·

Influencing skills

·

Relationship Building skills

·

Decision making skills

·

F Incumbent Characteristics

Essential

Desired

Qualification

§Graduation

AIII/ FIII most preferred for IRDA trainers profile.

Even Licentiate Pass of III also to be given preference.

Insurance qualification like LOMA etc. to be preferred.

Facilitation skill certification will be an added advantage

Experience

6 to 10 years of Sales/Training Experience

3 to 4 years of Training/Sales experience

Experience in Financial / Insurance sector desirable



  • Rajkot, India Placement house Full time

    Overview:The CustomerRelationship Manager plays a crucial role in the organization byoverseeing the relationships between the company and its customers.They are responsible for ensuring customer satisfaction drivingretention and identifying opportunities for upselling orcrossselling. This position is vital in maintaining longtermcustomer loyalty and...


  • rajkot, India IDFC FIRST Bank Full time

    Role/ Job Title : Associate Relationship Manager - Corporate Liability Group Function/ Department:  Transaction Banking Group Job Purpose : - Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them. Roles and Responsibilities: Origination of New to...

  • Relationship Manager

    2 weeks ago


    Rajkot, India RATNAAFIN CAPITAL Full time

    Job Responsibilities:Develop and execute strategic plans to expand the company's solar EPC business, including market analysis, identifying key opportunities, and establishing business objectives.Build and maintain relationships with potential clients, including utilities, commercial and industrial customers, government agencies, and developers, to drive...

  • Relationship Manager

    2 weeks ago


    Rajkot, India RATNAAFIN CAPITAL Full time

    Job Responsibilities:Develop and execute strategic plans to expand the company's solar EPC business, including market analysis, identifying key opportunities, and establishing business objectives.Build and maintain relationships with potential clients, including utilities, commercial and industrial customers, government agencies, and developers, to drive...


  • rajkot, India Vardaam Infotech Full time

    As a Customer Relationship Executive, you will be responsible for identifying, developing and managing new business opportunities for the company. You will also be responsible for creating and implementing strategies that will increase the company's revenue and market share.Key Responsibilities:Develop and maintain relationships with new and existing...


  • Rajkot, India RATNAAFIN CAPITAL Full time

    Job Responsibilities:- Develop and execute strategic plans to expand the company's solar EPC business, including market analysis, identifying key opportunities, and establishing business objectives.- Build and maintain relationships with potential clients, including utilities, commercial and industrial customers, government agencies, and developers, to drive...

  • Relationship Mgr

    4 weeks ago


    rajkot, India Standard Chartered Bank Full time

    Role Responsibilities Job Role Strategy Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and achieve stability...

  • Relationship Mgr

    4 weeks ago


    Rajkot, India Standard Chartered Bank Full time

    Role Responsibilities Job Role Strategy Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and achieve stability of book. ...


  • rajkot, India Unex Business Solutions Full time

    = Good communication skill in English.= Knowledge of excel and word.= Must have required mail drafting.= knowledge of how to talk with customer= knowledge of marketing


  • rajkot, India shree Enterprise Full time

    Location: Anand, Ahmedabad, Vadodara, Rajkot, Jamnagarprofile: Casactc: Best in the IndustryRole: Acquisition of Current/saving Account and other Cross Selling.Account Opening Department On Bank Payroll.Generate Leads from Open Market, Marketing Activity Etc for (current A/c & Saving A/c)Closed that Leads & Login the Forms & Continue in Touch with that...


  • rajkot, India Muthoot Finance Ltd Full time

    Mega Walk In Drive From Dated 23Rd January To 28Th January 2023 ( 23Rd January Will Be National Holiday )Interview Venue - Muthoot Finance- Regional OfficeRajkot Office, 2Nd FloorSwapanal Ok Plaza�Ramdevpir Chowkdi,150Ft Ring Road RajkotGujarat-360007Timing - 10 Am To 04 PmJob DiscriptionJob Description1. Jr. Relationship ExecutiveAge- Between 21 To 30...


  • rajkot, India S A Enterprise Full time

    Company DescriptionS A Enterprise is a trading company dealing with packaging films and various other products related to packaging. We are located near Metoda GIDC.Role DescriptionThis is a full-time on-site role for a Senior Account Manager at S A Enterprise located in Rajkot. As a Senior Account Manager, you will be responsible for building and...


  • Rajkot, India S A Enterprise Full time

    Company DescriptionS A Enterprise is a trading company dealing with packaging films and various other products related to packaging. We are located near Metoda GIDC.Role DescriptionThis is a full-time on-site role for a Senior Account Manager at S A Enterprise located in Rajkot. As a Senior Account Manager, you will be responsible for building and...


  • Rajkot, India S A Enterprise Full time

    Company DescriptionS A Enterprise is a trading company dealing with packaging films and various other products related to packaging. We are located near Metoda GIDC.Role DescriptionThis is a full-time on-site role for a Senior Account Manager at S A Enterprise located in Rajkot. As a Senior Account Manager, you will be responsible for building and...


  • rajkot, India S A Enterprise Full time

    Company Description S A Enterprise is a trading company dealing with packaging films and various other products related to packaging. We are located near Metoda GIDC. Role Description This is a full-time on-site role for a Senior Account Manager at S A Enterprise located in Rajkot. As a Senior Account Manager, you will be responsible for building and...

  • Branch Manager

    4 weeks ago


    rajkot, India Snaphunt Full time

    The Offer Excellent career development opportunities Leadership Role Attractive salary & benefits The Job Your responsibilities will include: The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations and branch sales. Knowledge of banking practices, guidelines and regulatory requirements are essential...

  • Branch Manager

    4 weeks ago


    Rajkot, India Snaphunt Full time

    The OfferExcellent career development opportunitiesLeadership RoleAttractive salary & benefitsThe JobYour responsibilities will include:The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations and branch sales. Knowledge of banking practices, guidelines and regulatory requirements are essential for this...

  • Investment Manager

    4 weeks ago


    rajkot, India Erigo India Assets Creation Pvt Ltd Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role as an Investment Manager at Erigo India Assets Creation Pvt Ltd located in Rajkot. As an Investment Manager, you will be responsible for managing investment portfolios, conducting market research and analysis, making investment recommendations, and...

  • Investment Manager

    4 weeks ago


    Rajkot, India Erigo India Assets Creation Pvt Ltd Full time

    Company Description We suggest you enter details here.Role Description This is a full-time on-site role as an Investment Manager at Erigo India Assets Creation Pvt Ltd located in Rajkot. As an Investment Manager, you will be responsible for managing investment portfolios, conducting market research and analysis, making investment recommendations, and...

  • Investment Manager

    4 weeks ago


    rajkot, India Erigo India Assets Creation Pvt Ltd Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role as an Investment Manager at Erigo India Assets Creation Pvt Ltd located in Rajkot. As an Investment Manager, you will be responsible for managing investment portfolios, conducting market research and analysis, making investment recommendations, and...