Banking Relationship Manager Graduate Experience Jobs in Delhi

We are seeking a motivated Mortgage Loan Officer to join our team in Connaught Place, Delhi. This full-time role is perfect for someone with 2 to 5 years of experience in mortgage lending who is eager to help clients secure financing for their property needs.Key Responsibilities:1. **Client Consultation**: You will meet with clients to understand their financial situation and housing goals. Your ability to listen and offer tailored mortgage solutions will be critical.2. **Loan Assessment**: You will analyze clients financial data, including credit reports and income statements, to determine suitable loan products. Attention to detail is essential to ensure accuracy in loan evaluations.3. **Loan Applications**: You will assist clients in completing and submitting loan applications, guiding them through necessary documentation. Your expertise will help streamline the application process for a positive client experience.4. **Relationship Management**: You will build and maintain relationships with clients, real estate agents, and other stakeholders. Strong communication skills will help you foster trust and secure referrals.5. **Market Research**: Staying informed about the latest mortgage products and market trends will be part of your role. This knowledge will enable you to provide clients with the best options available.Required Skills and Expectations: Candidates must hold a graduate degree and have relevant experience in mortgage lending. Excellent communication and interpersonal skills are crucial. You should be detail-oriented, able to work under pressure, and committed to providing outstanding customer service. A strong understanding of mortgage regulations and financial products is essential to succeed in this position.

Must have in casa , mutual fund, portfolio

Profile :- Elite Relationship Manager And Platinum Relationship Manager Job Role :- Develops new and expands existing High Net worth Customer relationships for liabilities andcommercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the bankingrelationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfactionExperience :- Min 3- 4 years of experience in HNI sales / HNI portfolio management CTC :- 5lpa - 12.50lpa + Incentive + on roll Job Job location :- Delhi Interested one please call or drop your CV :- 7302499925Regards Sanyukta

1. Title: Relationship M2. Minimum 2 years of experience in current account sales3. Any Graduate4. Preferred Industry: Banking5.Location: Delhi/NCR

Urgent hiring for Financial Planning ManagerRelationship mqnagerJob Details :Your working location will be particular company BranchYou have to sale life insurance policy by convincing following type of Customers1. Walking customers2. Existing customers3. If Leads provided by Branch4. Your own contacts etc.5. You may have to visit customers if requiredCTC - 2.75 To 4.00 LPA+IncentivesChannel - Direct(Loyalty)Age Limit- 21 to 38Education- Min GraduationExperience required- Min 1to2 year in BFSI sectorKindly mail on Skywingsadvisors9@gmail.com & contact on 7302599921RegardsJyoti Verma

Understanding and interest in financial/banking products and markets Expanding current B2B segment Making new Channel Partners (C.A./Advocates, etc.) Interaction with Channel Partner (C.A./Advocates, etc.) and Bankers on regular basis Aim to preserve customers and build new clients Good sales and negotiation skills Understanding client needs and providing them the best deals Conduct meetings with the channel partners for follow up of loan files Conduct meetings with the clients for follow up of their respective file of loan

1. Managing set of existing mapped customers of Corporate Salary. 2. Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.3. One point contact for all service related requirements for the customers and corporate mapped.4. Increase in Relationship Value, Group Product Holding and Group Service Holding of the bookConnecting with mapped book customer once in quarter.5. Updating client interaction in system like CRM Next.

Company DescriptionTATA AIA INSURANCEJob DescriptionJOB DESCRIPTIONRelationship Manager - S2S Role LocationNo . of position openSupervisorInterview AddressLandmarkNFC3Kamal DurgapalSecond Floor, 54, Old Ishwar Nagar, Main Mathura Road, New Delhi - 110065Opposite Surya Crown PlazaPusa Road3Nitin AggarwalSecond Floor, ParamTower, Plot No. 11/5-B, Pusa Road New Delhi - 110005Opposite Metro Pillar NO. 132Noida2Nitin Kumar11th Floor World Trade Tower, Sector 16, Noida - 201301Karkaduma3Akshay TyagiPacific Business Park, Second Floor unit no: 211,212&213, Plot no 37/ 1, Site No. 4 , Nr. Kaushambi Metro Station, Sahibabad, Ghaziabad - 201010Above Passport office BuildingGurgaon1Niteshkumar PandeyFirst Floor, SCO-18-19, Sector-14, Gurgaon -122002Near Payal CinemaKey points for Better UnderstandingchannelDirect Distribution Direct Sales ForceBase LocationDelhi / GhaziabadRoleRelationship Manager - S2SCTC RangeUpto 4LchannelDirect Distribution Direct Sales ForceFast Tracking Promotion on Business Review Monthly Incentive & Local ConveyanceAcquire New Customer ThroughLeads / Natural market / References / Orphan baseDutiesUpdate the LMS (Lead management System) on a daily basisAgeBelow 30 yearsQualificationGraduate & Under Graduate with Exp.SkillsGood Attitude , Clear Communication ( Local Language ), Basic English language understanding / communicationGeographic Area CoveredAs per mapped branch & city DesignationMinimumMaximumRemarksJD Requirements (essential)ARM/ RM/ ERM2.80 L4.00 LPlease refer updated CTC calculator for offering minimum CTC as per statesPreferably 0.6 to 2 years of work experience in Insurance, BFSI sector, Financial Services sector.Desired 2 years exposure in life insurance sector & sales management.

Job Details :- Job Title Tele- Floor Manager Reporting To BSLI Sub-Vertical Sales Managers Overall Purpose of the Job To achieve the organizational goal for the assigned location(s) in terms of revenue through life insurance solicitation and to maintain appropriate relationship with the representatives of channel partner in the assigned location. Job Specification Parameters Desired Minimum Age, 24-30, 2 Education Graduate / Post Graduate Experience 2 to 4 years in sales 2 Type of Experience BFSI/LI Sales Key Performance Areas Key Task & Activities Business Delivery Achieve the assigned lead generation target & Lead closure target Effective lobby management and relationship management on the floor Continuous Process and Product training for callers Quality Evaluation Ensure regular monitoring of quality of calls made by PB Callers and support them in closing the calls. Ensure Quality Lead Generation as per the assigned target given by BSLI Timely Feed-back to the callers and coach them Also collect customer feed-back on sales scripts and accordingly review the scripts Conduct reviews/ feedback sessions with the Callers & team for continuous business delivery and business development. Daily/Monthly Training Weekly Training to Channel Partners on BSLI Product and Processes and timely completion of training certification Ensure Certification and ensure the motivation of Callers Projects to improve overall lead quality and increase the business Channel Partner Management Enable smooth information flow on agreed business parameters. At all times keep the motivation of the sales staff of your channel partners to achieve the required sales objectives Personal Attributes Passionate, Positive, Strong communication, Self-motivated & ability to do repetitive jobs. Skills/ Tributes Domain Knowledge, Customer Orientation, Execution, Influencing, Decision Making, Collaboration, Drive

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

Job Responsibilities-. Achieving sales targets Increase in number of CIFs / active branches Training CIFs, encouraging bank staff to become CIF Arranging training programs for CIFs on products and selling skills. Increasing productivity of CIFs

Responsibility: The primary responsibility of the Relationship Manager is to sell insurance policies by generated / generating leads though internal / external distribution model and serving existing customers or leads that are received from the respective channel for sourcing business. Daily monitoring of leads Update leads in LMS system Repost daily activity to supervisor Service existing clients Maintain assigned renewals data and persistency targets Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.

Designation Field Business Development ExecutiveDepartment SalesCompensation: 1.50-4.50 LPA plus incentiveFresher/Exp both can applyGraduates and postgraduates both can applyPurpose of the Role To accomplish lasting impact by creating pathway of success to the customers.To leverage on our strength that which benefits our client's campaign bringing them high return of investment. To become a part of our driving sales force contributing to increase client acquisition wherein they become the revenue generator for our organization.Key Responsibilities Identifying business opportunities by identifying individual business owners,MSMEs, Entrepreneurs, and Professionals and evaluating theirposition in the market, researching and analyzing sales opportunities. To develop business relationship with our end customer by providing support and solutions recommending our services benefiting their business requirements. To provide presentations and demonstrate our organizationspackages and of our services. To obtain qualitative business information of the businessenterprise he/she visits and also explains them of the same on how itwould be represented to the users of the company. To explain in detail of our product's features, advantages,benefits, tenure and all the terms and conditions related to the productthe client is showing interest upon. To contribute in persuading the business owners/SME's tobecome our registered customerswhich shall enhance the productivity of their business. To actively play the role of a consultant providing thecustomers with relevant answers and solutions to the query they raise. To prepare report by collecting, analyzing and summarizinginformation and send the Key Parameter Monitor (KPM) report to thereporting managers on daily basis.Skills and Work Experience Required: Language:- Fluent in English/Hindi Communication Skill - Good communication skill.

JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Role: Wealth Manager / Sr Wealth ManagerJob Description:Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients

Relationship Manager- TelesalesRM Minimum 1.5yr experience in Life insurance sector either as telecaller or face to face( telecaller will be more chances to select) For Sr. RM - Minimum 4yr experience in life insurance sector, minimum 2yr experience as telecallercandidate preferred from Insurance background.

Black Riders Production LLPWe at Black Riders Production LLP, Head Office Located at MG Road, Ghitorni, New Delhi. Looking for Experienced Banking Specialist Male or Female ( preferably based in Delhi/NCR ) to take care/handle our Banking Related Matters / Issues. Primarily we are into business of Advertising, Marketing, Event Management & Exhibitions but we are coming into new online ( mobile & web app based ) business venture, which would be complete online based application, so for this new business venture, we would be requiring multiple banks/private wallets as payment gateways, such as to integrate them on our online platform to make and receive payments.Job Requirements: Experienced Banking Specialist. Having Very Good Connects/Link with various Private Banks/ Govt Banks / Private Wallet Companies such as Paytm /Phone Pe / Freecharge / Razorpay etc. Having at least 4-5years of Banking Experience in any Banking Domain. Knowledgeable, Presentable having Good Communication Skills. Bringing Multiple Banks/Private Wallets on our Online Platform such as to Maintain Smooth Operation of making and receiving payments.Job Location : Head Office, MG Road, Ghitorni, New Delhi.Timings:10am to 7pm Contact Further for Detail Discussions :Black Riders Production LLP

Relationship Manager DM (Reliance)Specific Responsibilities: Represents Reliance life to all customers. Direct selling to the customers via appointments ( Office/ Home visits). Ensure that leads/ appointments allocated by the call center are attended and reverted within the TAT. Ensure Self Sourcing Targets are achieved Ensure business Reporting, MIS on sales call (LMS) , Lead Utilization and conversion are updated and maintained on a daily basis. Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis. Insurance solution provider for our customers. Educate the Customer about the company/ channel. Customer Servicing. Ensure strict adherence to Human resource Norms - Policies & processes.

Desired Candidate Profile -1.Candidate will be responsible for direct Sales of retail accounts acquisition for equity, commodity and currency.2. Responsible for third party business also like MF and PMS.. 3. Responsible for generating revenue from Third party product like Insurance, Value pack & ACE/TGS. 4. Need to maintain relations with his clients and with the team members.5. #Immediate_Joiner or anyone who can join within 15-30 Days.6. Age should be maximum 39 Years.

Qualifications: 2+ years of Sales and Marketing experience. Minimum qualification- Graduation required. Age between 21 to 38 Years. Bike CompulsoryLife Insurance experience is mandatory.Job Description: 100 % lead will be provided Educate the Customer about the product Cold calling to arrange meetings with potential customers to prospect for new business To close the leads provided by Company On Roll Job

JOB ROLE :- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.- Ensures high levels of customer service orientation and application of bank policy.- Cross sells existing bank products to customers.- Informs customers of new products or product enhancements to further expand the banking relationship.- Plans and conducts special sales initiatives and events for prospective and existing clients.- Coordinates with other group companies to provide seamless access to other products.- Maintains complete relationship record for assigned customer accounts.- Tracks customer complaints/queries and turnaround times for customer satisfaction

KEY RESPONSIBILITIES: Will be responsible for meeting sales target through Bank . Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch local to Lucknow each day. Increasing banks customer awareness about Life Insurance solutions and achieve the targeted..