- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
- Liability Product selling, education on product features
- Acquire new customers through referrals from existing customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the customers requirement.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Achievement of income plans and other benchmarks within portfolio
- Graduate years of experience AMFI / IRDA
- 4 -6 years of experience AMFI / IRDA
- Post Graduate years of experience AMFI / IRDA
- Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process
-
Relationship Manager
3 hours ago
Big Tree Resources Management Gurgaon, IndiaPosition : Financial Service Associate · Role and Responsibility: · To monitor closely the HL data and cross sell insurance (HDFC Life and Non · - Life), fixed deposits and other products as introduced by the company to · home loan customers of HDFC Sales · To source open market ...
-
Relationship Manager
12 hours ago
Launch India Gurgaon, IndiaPosition Purpose: · Relationship manager (Customer Advocate) investigates and resolves customer escalations that are escalated outside of the designed support model. Relationship managers have a proven ability to handle some of the most challenging and sensitive customer situatio ...
-
Relationship Manager
17 hours ago
A1 Human Wealth Management gurgaon, IndiaDesignation - Relationship Manager · Position - 2 · Gender - Male · CTC - 3 to 5 lpa · Industry Preference - Stock market , insurance, SIP, Financial advisor · Skills - Excellent Communications , Field knowledge , Portfolio handling, Knowledge about stock marketing, insuranc ...
-
Relationship Manager
17 hours ago
DigitalCube Consultancy gurugram, IndiaRelationship Manager - Sales · Location: Gurgaon · Job Role - · The key areas of responsibility are as follows: · Increase AUM, Net Sales, and Market Share of the Branch · Channel management across IFA's, National Distributors and Banks · Ensure standards of Customer Service a ...
-
Relationship Manager
17 hours ago
shrek HR solutions gurugram, IndiaRequired: Relationship Manager (Sales) · Job Description · Work Experience Required 1-2 years · CTC offered 15k to 18k per month · Job Location(s) Delhi NCR · Industry Type Insurance or any product selling industry · Functional Area Mentioned in the JD · Qualification Gr ...
-
Relationship Manager
1 day ago
shrek HR solutions Gurugram, IndiaRequired: Relationship Manager (Sales) · Job Description · Work Experience Required1-2 years · CTC offered15k to 18k per month · Job Location(s)Delhi NCR · Industry TypeInsurance or any product selling industry · Functional AreaMentioned in the JD · QualificationGraduate/ Post g ...
-
Relationship Manager
17 hours ago
Standard Chartered Bank gurgaon, India Full timeRole 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 ...
-
Relationship Manager
17 hours ago
VSRK Capital Pvt. Ltd. gurgaon, IndiaWe are a boutique Company, of independent financial distributors, that offers financial services to a variety of clients whether HNIs, Corporate houses or other consulting firms under one umbrella. We stand a class apart known for our dynamic work commitments. · We have placed o ...
-
Relationship Manager
17 hours ago
Allianz gurugram, IndiaJob Description: · Not available at the moment · Skills Required: · Organizational Understandingindustry Understanding & Competitive AwarenessProduct KnowledgeSales ExecutionSales StrategyChannel DevelopmentAgency Desirable Skills: · Not available at the moment ...
-
Relationship Manager
17 hours ago
White Force gurugram, IndiaJob Description: · Loan Officer job descriptionWe are looking for a Loan Officer to evaluate, authorize approval or denyloan applications for people or for business. You will act as liaison betweencustomers and our financial institution and you will help qualified applicantsacq ...
-
Relationship Manager
17 hours ago
Faircent gurugram, IndiaJob Description Job Responsibilities: · Our Inside Sales Team is looking for a smart, motivated individual with excellent communication skills to help acquire new lenders to invest in Faircent's different Investment plans. Candidates will be selected basis the below criteria: ...
-
Relationship Manager
1 day ago
Ofbusiness Gurugram, IndiaRole: Business Development - Client Acquisition · Company: OXYZO Financial Services · Website Link: Asset Size: INR 6,700Cr. + · About OXYZO: · OXYZO is amongst the leading A+ rated Non-Banking Financial Companies (NBFC) in India. We offer Lending Products to other Businesses (ou ...
-
Client Relationship Manager
1 week ago
Own Door India Gurugram, IndiaJob Title: Assistant Client Relationship Manager · Location: Sec-49, Gurugram · Req. Experience: 2 years+ · Budget: 5-6 LPA + Bonuses · Job Mode: Work from Office · Immediate joiners will be preferred · Who we are · Own Door is a pioneering Property Management-as-a-Service compan ...
-
Client Relationship Manager
1 week ago
Own Door India Gurugram, IndiaJob Title: Assistant Client Relationship Manager · Location: Sec-49, Gurugram · Req. Experience: 2 years+ · Budget: 5-6 LPA + Bonuses · Job Mode: Work from Office · Immediate joiners will be preferred · Who we are · Own Door is a pioneering Property Management-as-a-Service compan ...
-
Customer Relationship Manager
17 hours ago
Square Yards gurugram, IndiaExperience: 2-5 Years · Desired Candidate · 2+ Years of experience as a Customer Relationship Manager · Should be strong in handling Post sales activities · Excellent English communication skills - Spoken and Written · Job Description · • Client servicing & portfolio man ...
-
Associate Relationship Manager
17 hours ago
Standard Chartered Bank gurgaon, India Full timeRole Responsibilities · Job Role · Servicing primarily walk-in customers to fulfill the specific transactional requirements of the customer through high quality customer service while increasing product penetration through cross sell and achieving allocated portfolio and reve ...
-
Customer Relationship Management
17 hours ago
5100 Kyndryl Solutions Private Limited gurugram, India Full timeWho We Are · At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward – always pushing ourselves to go further in our efforts to build a more equitable, i ...
-
Customer Relationship Management Manager
12 hours ago
City Space India Gurgaon, IndiaOverview: · At City Space India, work is our lifeblood. Through our hard work we have transformed the prevailing philosophies and trends in the realm of real estate for the City Space India officers and employees. Presently on the verge of impeccable creativity, idealizations and ...
-
Synergy Relationship Manager
1 week ago
Mintskill HR Solutions LLP Gurugram, IndiaJob DescriptionTo Handle portfolio of HNI customers of bank and cross sell various products according to clients need. · Liability Product selling, education on product features · Acquire new customers through referrals from existing customers who meet product criteria · Regular ...
-
Sr. Relationship Manager
17 hours ago
Allianz gurugram, IndiaJob Description: · Not available at the moment · Skills Required: · Industry Understanding & Competitive Awareness; Product Knowledge; Sales Execution; Customer Relations Desirable Skills: · 1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with M ...
Platinum Relationship Manager - Gurugram, India - Mintskill HR Solutions LLP
Description
Requirements
Educational Qualifications: