- Fix customer appointments and visit potential customers for new business.
- Make the customer understand the various benefits available in the plan & check whether it meets the customer's requirements.
- Self-sourcing of customer leads from own natural market to sell a financial product.
- Customer Leads when provided are to be called and fix appointments for sales visits and convert the lead to sales.
- Cross-sell/Up-sell products.
- Assuring that the business targets are met as per the goal sheet given.
- Responsible for New Client Acquisition of trading accounts.
- Responsible for Meeting targets account &Margin.
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Relationship Manager
1 week ago
Invenzee Buildcap Fintech Pvt Ltd indore, IndiaRelationship Manager - Invenzee Buildcap Fintech Pvt. Ltd. About Us: Invenzee Buildcap Fintech Pvt. Ltd. is a leading financial services company headquartered in Indore, India. We are a sub-broker of Axis Securities, empowering individuals to take control of their financial futur ...
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Relationship Manager
1 week ago
Snaphunt indore, India Full timeThe Offer · Flexible working options · Join a market leader within the Financial Services Industry · Opportunity within a company with a solid track record of performance · The Job · You will be responsible for : · Managing the full spectrum of financial accounting and r ...
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Relationship Manager
1 week ago
Allianz indore, IndiaJob Description: · Not available at the moment · Skills Required: · Relationship Managementbusiness developmentClient Relationship Managementsales planningmarket intelligence Desirable Skills: · Not available at the moment ...
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Business Relationship Manager
1 week ago
Standard Chartered Bank indore, India:Ongoing Responsibilities · Business · Achieve personal sales target · Segment focus, customer focussed needs-based selling · Being a Priority Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Lia ...
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Business Manager/Relationship Officer
1 week ago
AU Small Finance Bank indore, IndiaUrgent Requirement · Note-Only Local Candidates Prefer · Au Small Finance Bank is looking For Business Manager/Relationship Officer · Location-Indore/Pithampur · Product-LAP (Secured Business Loan) · Salary Growth on Current CTC+Incentives* · Note-Only Local Candidates Pref ...
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Relationship Manager
3 weeks ago
E Friend Technologies Indore, India Full timeJob Description · Job description · In our effort to be the Bank of Choice, we continuously strive to understand and serve the banking needs of our customers. The process includes · Offering solutions that are Fair to the Customer and Fair to the Bank · Offering 360-degree ba ...
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Relationship Manager
1 week ago
Skill Ventory indore, IndiaRoles and Responsibilities · Should have strong relationship/network base across Strategic, · Large & Mid-Corporates across the locations covered by the respective Candidate · Should have minimum years of working experience in the posting location. · Candidate should have th ...
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Relationship Manager
3 weeks ago
E Friend Technologies Indore, India Full timeJOB DESCRIPTION · Designation: Relationship Manager Job Location: Indore · Department: Sales Duration: Full Time · Direct Reporting To: Business Development Manager · Address : Indore · Job Purpose: We are looking for dynamic, result oriented, team spirit driven and strategi ...
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Branch Relationship Manager
3 weeks ago
Kotak Mahindra Bank Limited Indore, IndiaJOB ROLE : . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. . Sources new bank customers through external individual efforts and acquisition channel. . Cross sells bank products to existing set of Branch customers wh ...
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Student Relationship Manager
1 week ago
T.I.M.E. (Triumphant Institute of Management Education) Indore, IndiaThe ideal candidate will be responsible for gaining a deep understanding of the students' objectives and challenges and creating recommendations based off of this understanding. You will do so by building a strong relationship with our enquiries and analyzing our course data. Ess ...
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Hiring Relationship Manager
1 week ago
Skill Ventory indore, IndiaRoles and Responsibilities Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers. · Sourcing Trade, Forex customers & thereby generating fee based income. · Meeting existing customers to gener ...
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Sales Relationship Manager
1 week ago
White Force indore, IndiaJob Description: · Own sales target of each partnership managed by them. Regular engagements with Sales team of partners mapped to them.Keep track of sales initiatives and drives. Create visibility, top of mind recalls across partners to drive sustainable business. Act as one p ...
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Customer Relationship Management Internship
2 weeks ago
Orbit Electromech India Private Limited, Indore Indore, India Internship, Full time· About the internship: · Selected intern's day-to-day responsibilities include: · 1. Create store client list and master list summary, compiling territory analysis. · 2. Utilize existing content, vendor resources and training curriculum. · 3. Assess current and future training ...
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(High Salary) Student Relationship Manager
1 week ago
T.I.M.E. (Triumphant Institute of Management Education) Indore, IndiaThe ideal candidate will be responsible for gaining a deep understanding of the students' objectives and challenges and creating recommendations based off of this understanding. You will do so by building a strong relationship with our enquiries and analyzing our course data. Ess ...
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Relationship Executive
3 weeks ago
Junosys Networks Pvt Ltd. Indore, IndiaJob Title**:Corporate** **Relationship Executive (Female)** · - Responsibilities_: · - Identify and prospect potential clients through various channels, Lead Generation, networking and referrals. · - Build and maintain strong relationship with new and existing clients. · - Corpor ...
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CRM Executive
2 weeks ago
Rise Agro Infra Pvt Ltd Indore, IndiaWe are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the customer base and build positi ...
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Dealer - Branch Dealing
3 weeks ago
Kotak Securities Indore, India**Department: Broking channel** · **Designation: Branch Dealer** · **Grade: E1 / E2- Assistant Manager / Deputy Manager** · **Years of Exp: 1 to 4 yrs** · **Reporting to: M4** · **Location: Indore · **Role** · - Responsible to generate brokerage primarily through advising clients ...
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Personal Banker
2 weeks ago
DBS Bank Indore, IndiaKey Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. · Job Duties and Responsibilities: · - Acquiring ...
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Telesales Executive
2 weeks ago
Indira Indore, Madhya Pradesh, IndiaJob Responsibility · **Responsibilities**: · - **Customer Relationship Management**: Manage key customer relationships through regular contacts and visits, ensuring an effective call program is maintained for all assigned and prospective customers. · - **Service Excellence**: Mai ...
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Client Servicing
3 weeks ago
Taskup corporate service pvt Indore, IndiaClient Servicing · - **Responsibility**: · 2. Identify clients, assess business potential & convert into customers · 3. Maintaining an accurate record of all existing and potential clients. · 4. Client management for Creative flowed by other promotional campaigns · 5. Understandi ...