Jobs
>
Delhi

    Relationship Manager - Delhi, India - Passionmojo Pvt Ltd

    Default job background
    Description

    Job Title:
    Relationship Manager

    Experience : 3-5 years


    Industry :
    Insurance


    Job Type :
    Full time


    Workplace :
    On-Site

    Job Description

    The Relationship Manager will be responsible for building and maintaining strong relationships with clients, ensuring their needs are met and exceeded.

    This role involves acting as the primary point of contact for clients, managing accounts, and working closely with various departments to deliver tailored solutions that enhance customer satisfaction and loyalty.

    Key Responsibilities

    • Client Engagement and Relationship Building
    • Develop and maintain strong relationships with existing clients.
    • Identify opportunities to enhance client satisfaction and loyalty, addressing their needs & concerns promptly as well as effectively.
    • Act as a trusted advisor, providing clients with relevant information about products, services, and industry trends.

    Account Management:

    • Manage client accounts, ensuring all client information is uptodate and accurately maintained in the company's CRM system.
    • Monitor clients' accounts for any issues or opportunities, taking proactive measures to address them.
    • Prepare and deliver regular account reviews and performance reports to clients.

    Business Development:

    • Identify and pursue new business opportunities with existing clients to drive revenue growth.
    • Collaborate with the sales and marketing teams to develop strategies for client acquisition and retention.
    • Participate in client meetings, presentations, and negotiations to secure new business and renew existing contracts.

    Customer Service and Support:

    • Provide exceptional customer service, addressing client inquiries and resolving issues in a timely manner.
    • Coordinate with internal departments to ensure seamless delivery of products and services to clients.
    • Collect and analyse clients' feedback to identify areas for improvement and implement necessary changes.

    Market and Industry Knowledge:

    • Stay informed about industry trends, market conditions, and competitor activities to provide clients with relevant insights.
    • Share market intelligence with internal teams to inform product development and marketing strategies.

    Reporting and Documentation:

    • Prepare and maintain accurate records of client interactions, transactions, and progress in the CRM system.
    • Generate regular reports on account statuses, client feedbacks, and other relevant metrics for management review.
    • Ensure compliance with company policies, procedures, and regulatory requirements.


    Qualifications:


    • Bachelor's
    degree in Business, Marketing, Finance, or a related field .

    • Proven experience
    as a Relationship Manager, Account Manager, or similar role .

    • Excellent communication, interpersonal, and negotiation skills.
    • Strong organizational and time management abilities.
    • Proficiency in CRM software and Microsoft Office Suite.
    • Ability to work independently and as part of a team.
    • Customerfocused mindset with a passion for delivering highquality service.
    Preferred

    Qualifications:


    • Experience in Insurance field.
    • Advanced degree or certifications in related fields.
    • Demonstrated track record of successful client relationship management and business development.

  • Avani Consulting

    Relationship Manager

    4 weeks ago


    Avani Consulting new delhi, India

    Company Description · Avani Consulting is a fast-growing Recruitment Consulting company based in New Delhi. We provide end-to-end Recruitment Search and Selection services to our clients, specializing in Mid, Senior, and Top Management recruiting. Our mission is to support our ...

  • Quotient Consultancy

    Relationship Manager

    2 weeks ago


    Quotient Consultancy Delhi, India

    Opening in one of the reputed bank. · Job Description · The 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 ...

  • Talent Leads HR Solutions Pvt Ltd

    Relationship Manager

    2 weeks ago


    Talent Leads HR Solutions Pvt Ltd Delhi, India

    Relationship Manager Retail Sales · Position Purpose: · Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets. · Principal Ac ...

  • DBS Bank

    Relationship Manager

    2 weeks ago


    DBS Bank Delhi, India

    Business Function · Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exc ...

  • Tata AIA Life Insurance

    Relationship Manager

    4 weeks ago


    Tata AIA Life Insurance new delhi, India

    Job Description · A PositionOverview · Position Title · Relationship Manager - IDFC First Bank · Department · Partnership Distribution · Level/ Band · 301 · Role Summary: · The Jobholder will need to engage with internal sales team along with the ChannelPartner to ...

  • YES BANK

    Relationship Manager

    2 weeks ago


    YES BANK Delhi, India Full time

    Core Responsibilities · Relationship Management : · Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment · Develop, manage, and expand YES FIRST customer relationships by pr ...

  • Arting Digital Private Limited

    Relationship Manager

    2 weeks ago


    Arting Digital Private Limited New Delhi, India

    Job Description · Position Title: Relationship Manager · CTC: 5LPA · Exp:2-4 Yrs of Sales experience · Location: Delhi NCR · Working Mode: OnsitePrimary Skill: Effective communication, Basic Knowledge of Mutual Funds · Good to have: Presentation skills · Qualification: Any Gradua ...


  • Anand Rathi Share and Stock Brokers Ltd Delhi, India

    Job Specifications ·  Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. ·  He/she should have a maximum number of own clients relationship and he/she should be aware of local market intell ...

  • Standard Chartered Bank

    Relationship Manager

    4 weeks ago


    Standard Chartered Bank delhi, India Full time

    Role Responsibilities · Job Role · Relationship Management · Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. · Provide professional customer service to achieve a high percentage of customer satisfaction a ...

  • AK Capital

    Relationship Manager

    3 weeks ago


    AK Capital New Delhi, India

    Candidate's Profile: · - Make outbound calls to prospective clients and convert them into customers. · - Experience of selling financial products to HNI clients, Family offices and Corporates (preferably bonds) · - Engage with customers to understand their financial goals and req ...

  • Anand Rathi Global Finance Limited

    Relationship Manager

    2 weeks ago


    Anand Rathi Global Finance Limited Delhi, India

    Organization Description · Anand Rathi Global Finance Limited is a financial services company registered with Reserve Bank of India as a non-banking finance company (NBFC) and classified as a Loan Company that is categorized as 'Systemically Important Non-Deposit taking Non-Banki ...

  • Waytogo Consultants

    Relationship Manager

    3 weeks ago


    Waytogo Consultants Delhi, India

    · • Conduct Events and activities to enable lead generation to assist NTB acquisition · • Implement "needs-based strategy" to attract New to Bank (NTB) Treasures clients in the · assigned location/areas and actively engage them in new business opportunities. · • Drive incrementa ...

  • MCube Finance Consulting LLP

    Relationship Manager

    3 weeks ago


    MCube Finance Consulting LLP Delhi, India

    Company Details · MCube Finance Consulting is 3 years old company. The company is primary into two lines of business which are CFO (Banking) Consulting to Corporates and Retail Loans business. We are looking to hire people who can work in multiple roles and can help grow the busi ...

  • Almondz

    Relationship Managers

    4 weeks ago


    Almondz new delhi, India

    Qualification : Graduate (preferably B.Com)/MBA · Experience : years of sales experience in Stock Broking Industry. · Job Location : New Delhi, Kolkata & Ludhiana ...


  • Max Life Insurance New Delhi, India

    Key Responsibilities · : Maintain Customer Relationship · Build sustainable relationships and trust with customer via open and interactive communication · Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the busin ...

  • Anand Rathi Share and Stock Brokers Ltd

    Relationship Manager

    2 weeks ago


    Anand Rathi Share and Stock Brokers Ltd Delhi, India

    Urgent requirement for Business Partner - RM · Experience : 2+ Years into Sales/B2B Sales/Acquisition · Industry : Financial Service/ Broking · Education : Any Graduation · Job Location : Bangalore · Acquire new Franchisee and service existing Franchisee. · Acquire more franchise ...

  • Selections HR Services Private Limited

    Relationship Manager

    3 weeks ago


    Selections HR Services Private Limited new delhi, India

    Job Title: Relationship Manager - CommodityLocation: Mumbai ,CoimbatoreJob Description:Seeking a motivated Assistant Relationship Manager to join our Coimbatore team, focusing on commodity trading. You'll assist in managing client relationships, executing trades, and driving busi ...

  • Avani Consulting

    Relationship Manager

    4 weeks ago


    Avani Consulting New Delhi, India

    Company DescriptionAvani Consulting is a fast-growing Recruitment Consulting company based in New Delhi. We provide end-to-end Recruitment Search and Selection services to our clients, specializing in Mid, Senior, and Top Management recruiting. Our mission is to support our clien ...

  • Anand Rathi Global Finance Limited

    Relationship Manager

    2 weeks ago


    Anand Rathi Global Finance Limited Delhi, India

    Anand Rathi Global Finance Ltd is hiring for Relationship Manager with minimum experience of 2 years in Sales SME LAPLocation: Goregaon, Thane, Kalyan & VashiPrimary Job Responsibilities1. Sourcing to loan disbursement of LAP Files.2. Should have market connect of 25+ DSA channel ...

  • Anand Rathi Global Finance Limited

    Relationship Manager

    4 weeks ago


    Anand Rathi Global Finance Limited delhi, India

    Anand Rathi Global Finance Ltd is Hiring a Relationship Manager for SME-LAP: Delhi/NCR · Role & responsibilities: · Sourcing to loan disbursement of LAP Files. · Should have market connection of DSA channels. · Good understanding of various programs like Vanilla income, Low LTV, ...