Relationship Manager
5 months ago
JOB DESCRIPTION
Position OverviewPosition Title
Cluster Manager
Department
IDFC First
Level/ Band
Manager - 401
Role Summary :
Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business Visit zones and regions - interact with Zonal Officers, Cluster Officers and Bank branch managers Guide and support team to ensure achievement of targets Interact with customers to explain the products and solutions Ensure activation, persistency & productivity is maintained. Ensure quality of recruits hired in the team Maintain & drive compliance at the zone Organizational RelationshipsReports To
Zonal Manager
Supervises
KAM
Job DimensionsGeographic Area Covered
Cluster(s)
Stakeholders Internal
Supervisors, Team (KAMs), Ops, Underwriting, Legal
External
IDFC First bank – Channel Partner
Key Result AreasPartner and Client Management
· Exceeding regional targets (NB, renewal, STP, digitisation, product mix etc)
· Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance
· Engage with customers to explain the products and promote the brand
· Ensure team is focused on Sales and support to all branches assigned.
· Drive local contests and engagements to engage teams
· Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life
· Maintain a strong relationship with Regional Officer and Bank Branch manager - interact with them regularly to assess business status. Take help from them to push & motivate them to maintain productivity
· 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
· Aid the bank branches to adopt new processes and technology
Team Management
· Assign target to each KAM at a branch level – NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix.
· Ensure team is hands on with each branch and maintains a high engagement level with each member
· Team development and training
· Retention of high performing talent
· Keep ZH and National Head updated about on – ground activities by Bank and competitors
Customer service
· Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.
Risk Management
‘Own-up’ the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.
E Skills Required
Technical
· Good product knowledge
· Good knowledge of MS Office
Behavioral
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising / Leadership skills
·
Teamwork Skills
·
Influencing skills
·
Relationship Building skills
·
Decision making skills
·
F Incumbent Characteristics
Essential
Desired
Qualification
Graduation
Postgraduate/Insurance Specific Training Attended
Experience
Should have at least 8-10 years’ experience of sales with at least 2 years’ experience in leading teams.
Preferably needs to have rural Banca sales experience in the insurance parlance.
-
HNI Relationship Manager
4 weeks ago
Anand, India Anand Rathi Share and Stock Brokers Ltd 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...
-
SmartQ | Relationship Manager
3 days ago
Anand, India SmartQ Full timeAbout SmartQ:We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable.In less than a decade we...
-
NRI Account Acquirer and Relationship Manager
3 weeks ago
Anand, Gujarat, India DBS Bank Full timeJob SummaryWe are seeking a highly motivated and results-driven NRI Account Acquirer and Relationship Manager to join our team. As the face of our bank, you will be responsible for acquiring new NRI accounts from various sources, including branch catchment areas, existing client referrals, and leads shared by our central team.About UsDBS Consumer Banking...
-
Relationship Manager
3 months ago
Anand, 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...
-
Sr. Executive
2 weeks ago
Anand, India GlobalCISO Leadership Foundation Full timeAbout Us: The GlobalCISO Leadership Foundation is dedicated to empowering Chief Information Security Officers (CISOs) through education, collaboration, and leadership development. We strive to build a global community of cybersecurity leaders committed to safeguarding the digital landscape.Role Overview: We are seeking a dynamic and experienced Senior...
-
Relationship Executive
2 weeks ago
Anand, India 7 Sports Academy Full time**Relationship Executive (Female only)** We are looking for a Receptionist to manage our front desk on a daily basis and to perform a variety of administrative and clerical tasks. **Responsibilities** - Greet and welcome guests as soon as they arrive at the academy - Direct visitors to the appropriate person and office - Answer, screen and forward incoming...
-
Sales Manager
3 weeks ago
Anand, India Long Road Transportation LLC Full timeJob descriptionPosition Overview:As a Sales Manager, you will play a pivotal role in driving revenue and expanding our customer base. You’ll develop and execute sales strategies, manage a sales team (if applicable), and build relationships with clients to help them meet their transportation needs. This is a remote position, perfect for a highly motivated...
-
Wealth Management Advisor
2 weeks ago
Anand, India Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...
-
Customer Relationship Officer
6 months ago
Anand, India NJ India Invest Full timeJob description **Primary role** - MF / EXCHANGE / FD / BONDS TRANSACTION PROCESSING- ACCEPTANCE, AUDIT, ENTRY, SCANNING AND REJECTION MARKING. - TRANSACTION ENTRY IN SYSTEM, DAILY UPLOADING, SCANNING OF APPLICATION, ETC. - ACKNOWLEDGMENT COLLECTION AND SCANNING (MF & FD) - ASSISTING TRANSACTION DEPARTMENT IN UPDATING PENDING TARs. - NJ ACCOUNT REGISTRATION...
-
Sales Manager
3 months ago
Anand, India Quess Corp Limited Full timeWe are seeking a self-driven and proactive Sales Manager with a proven track record in a domestic sales role within the Indian GCC (Global Captive Center) setup. The ideal candidate will have extensive experience in growing businesses with global captives, combined with strong account hunting and farming skills. This role requires a technology expert...
-
Regional Sales Manager
2 months ago
Anand, India Awign Full timeJob OverviewPosition Overview:As a Regional Sales Manager, you will be responsible for driving sales growth, new customer acquisition and market penetration within a designated region (Mumbai / Bangalore). You will develop and execute strategic sales plans to acquire new clients and deepen relationships with existing ones.Key Responsibilities:Sales...
-
Junior Business Development Manager
4 weeks ago
Anand, India BU Consultants Full timeJob Title: Junior Business Development ManagerLocation: RemoteType: Full TimeAbout Us:BU Consultants is a dynamic and forward-thinking consulting firm specializing in comprehensive IT solutions. We are seeking a highly skilled and experienced Business Development Manager to join our team and manage relationships with our IT vendors.Job Description:The Junior...
-
Media Manager
5 months ago
Anand, India Fulcro Full timeFulcro's Mumbai office is on the hunt for a dynamic Manager Paid Media. If you're passionate about media planning and buying, digital strategy, social media, marketing, and campaign management, this is the role for you!Location-Andheri, MumbaiJob Description:Spearhead paid media strategies alongside comprehensive digital marketing management.Cultivate robust...
-
anand, India HDFC Bank Limited Full timeMega Walkin Interview for Relationship Manager Agri. Dairy for Ahmedabad & Anand Vacancies on 25th Nov. & 26th Nov. 2024About the CompanyHDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995.On April 4, 2022 the...
-
Talent Acquisition Manager
2 weeks ago
Anand, India Torque Communications Full timeLocation: MumbaiTorque Communications (torquecommunications.com), an agency with a rich history of 20 years, is looking for HR Manager to join our team. The role is of a recruitment specialist who will also work on other Human Resources functions as well as manage and execute administrative functions for the Mumbai office. The role will report in to the...
-
Zonal Business Manager
2 weeks ago
Anand, India Piramal Capital & Housing Finance Limited Full timeCAs or MBAs with 12 - 15 years of experience Banks or NBFCs managing real estate developer finance or construction finance. Avg ticket size 30Cr - 50Cr Should have strong relationships across the developer community in North region.Should have worked in an origination / acquisition role and have held prior senior leadership position in Banks / Financial...
-
Sr. Manager
2 months ago
anand, India Isprava Full timeKey Responsibilities:Manage and oversee contracts across all trades, including Civil, MEP, and Finishes.Analyze financial aspects of projects, ensuring budget compliance and cost control.Collaborate with project management teams for effective site execution.Develop and maintain vendor relationships to enhance project delivery.Conduct pre- and post-contract...
-
Sales Manager
4 weeks ago
Anand, India Ad bullet Full timeJob Summary:We are seeking an experienced Business Development Executive with a strong background in Sales and proven skills in client acquisition. The ideal candidate will play a pivotal role in expanding our client base by identifying, pursuing, and securing new business opportunities in the digital marketing space. This role is ideal for a driven,...
-
Product Implementation Manager
3 days ago
Anand, India IBS Software Full time• 12+ years’ experience in project management, rollout and management of out-of-the- box solutions globally. • Project/Program training and certifications (PMI/SAFe 5.0/Prince II, PMP). • Work closely with stakeholders to develop an in-depth understanding of their team, products' objectives • Manage project expectations through regular meetings,...
-
Territory manager
5 months ago
Anand, India Mahindra Rise Full timeCompany: Mahindra & Mahindra Ltd Responsibilities & Key DeliverablesManage a set of dealerships to achieve the business parameters like volumes, market share, collection, deliveries, spares part sales etc.Ensuring viable distribution network by appointing dealers, sub-dealers for appropriate market coverage.Ensure availability of trained manpower in...