Banking Relationship Manager Job Vacancies in Chennai

URGENT HIRING BANK EMPLOYMENT NOTICEAXIS BANK DSAPositions Available:Data Entry OperatorLoan OfficerBranch BankingKYC Verification OfficerBack Office Executive OfficerCASA OfficerLoan Department Relationship ManagerBank Probationary Officer (PO)And more...Salary: 16,000 26,000 per monthJob Location: Nearby vacancyAge Limit: 18 35 yearsMinimum Qualification: Higher Secondary or Graduation (Any Stream)Skills Required: Good Communication Good Behavior Basic Computer Knowledge (Mandatory)Benefits: Medical Coverage Provident Fund (P.F.) Employee State Insurance (E.S.I.) For Further Details, Contact: HR Swastik Send Your CV to: 7439859796

The Affluent Relationship Manager is responsible for acquiring, managing, and growing a portfolio of high-net-worth (HNI) clients. This role involves providing personalized financial solutions, building strong client relationships, and achieving business targets through cross-selling and upselling various banking products and services.Key Responsibilities:Client Acquisition: Identify and acquire new HNI clients through various channels, including referrals, networking, and market outreach activities.Relationship Management: Build and maintain strong, long-term relationships with existing affluent clients, understanding their financial needs and objectives.Financial Planning: Provide customized financial solutions to clients based on their individual needs, including investment advisory, wealth management, and portfolio diversification.Product Knowledge: Possess in-depth knowledge of the bank's products and services, including deposits, loans, investments, insurance, and other wealth management offerings.Cross-selling & Upselling: Proactively identify opportunities to cross-sell and up-sell relevant banking products and services to existing clients.Portfolio Management: Monitor client portfolios, track performance, and provide regular updates and recommendations.Compliance: Ensure adherence to all regulatory guidelines, compliance policies, and internal procedures.Market Awareness: Stay updated on market trends, economic conditions, and competitor activities to identify new business opportunities.Customer Service: Provide exceptional customer service and resolve client queries and issues promptly and efficiently.Documentation: Maintain accurate client records and documentation.Qualifications and Skills:Bachelor's degree in Finance, Business Administration, or a related field. MBA or other relevant professional certifications (e.g., CFP, Wealth Management certifications) are preferred.Proven experience of [Number] years in relationship management

To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship and Motivate branch staff to help generate leads. Providing complete policy details and after sales services to clients.Desired Candidate Profile Age between 23 - 35 yrs At least 1 year of Sales experience in Insurance or Banking Sector Good Communication Skill Should be good at creating and maintaining Relationships. Unstoppable & Unshakeable Attitude

A relationship manager in a bank works with clients to provide financial services and products, and to maintain positive relationships with them. Their responsibilities include: Providing financial services: Relationship managers offer a range of products and services, including deposits, loans, insurance, and investments. Managing client relationships: They ensure that clients are satisfied with the products and services they receive. Handling transactions: Relationship managers take care of transactions, risk management, and compliance. Opening accounts: They open accounts for clients. Educating clients: They present and educate clients on a variety of products and services. Identifying business growth opportunities: They look for opportunities to grow the bank's business. Resolving complaints: They resolve any complaints from clients. Relationship managers need to have a variety of skills, including:CommunicationCreativityMarketing and sales knowledgeMotivationInterpersonal skillsCustomer service supportGood decision-making abilitiesNegotiation skills

Job Role:1. Nurture relationships with mapped clients for investment needs.2. Track customer complaints and resolve escalated grievances on a day-to-day basis.3. Conducting 3-4 client meetings daily for revenue generation.4. Generating new sales leads through referrals from existing clients.5. Increasing customer engagement through cross-selling investment and non-investment products.6. Acquisition of new CASA customers.Job Mandates:1. Good communication & interpersonal skills.2. 1+ Yrs. exp. in CASA Acquisition/ Portfolio Management/Book Management from BFSI Industry3. Candidates with lesser notice period will be given preference.4. Age should be below 35 yrs. old.AMDEPUTY MANAGERRMPORTOFIOLO MANAGERRETAIL BRANCH BANKING

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

1. Nurture relationships with mapped current accounts for investment needs; maintain regular interactions to assess their needs.2. Responsible for generation of revenues through sale of CA and Third Party Products.3. Penetration of Business Banking products like CMS/POS/Beat services to CA customers.4. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.5. Cross sells existing bank products to customers.6. Informs customers of new products or product enhancements to further expand the bankingrelationship.7. Plan and conduct special sales initiatives and events for prospective and existing clients.8. Coordinates with other group companies to provide seamless access to other products.9. Tracks customer complaints/queries and turnaround times for customer satisfaction

Job Role: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based( Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks internal channels as well as open market sourcing for lead origination. To understand customers business model, appraise financials to identify suitable opportunities. Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding. Ensure closure of deferrals & compliance to banks audits and statutory requirements. To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.

KEY RESPONSIBILITIES:Service through relationship management?Establishing and strengthening relationships with the allocated customerbase.?sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.?Ensure retention of in his/her allocated book of relations (existingcustomer database).?Act as a single point of contact for customers for any customerquery/complaint.?Identifying financial goals of customers and providing financial planningassistance.?Competition Analysis for giving professional advice to the customer?Fix self appointments every day from the given customer database as per thecampaign?Team Development (Subject to assessment)Sales? Focus on cross-sell & up-sell opportunity in allocated customers.? Ensure successful completion of licensing as per MLI standards ?Basic Computer Knowledge.Please share your resume or on Whatsapp#We don't charge any kind of fee for application from the candidate.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Managing relationships with customers.Conducting customer interviews.Identifying and communicating customer needs.Ensuring customer satisfaction.Resolving customer issues and concerns.Developing and implementing marketing strategies to grow the customer base.

Hiring for 3 Customer Relationship Manager Jobs in Chennai, Tamil Nadu,Banking Officer,Financial Services,Health Insurance Counselor,Mutual Funds Sales,Stock Broking, with minimum 1 Year Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Customer Relationship,Siebel,Marketing,MS CRM, Banking Officer,Financial Services,Health Insurance Counselor,Mutual Funds Sales,Stock Broking etc.Weekly 2 days offOther Benefits PF

- To Manage the Banca sales through assigned Bank Branch- To Close The leads Provided By the Company- To Handle the walk-in customer- To Do Cross Selling of the Products- To do Cold calling on the lead-based data

Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities. Team Player Candidate should be fluent in English and at least one of the South Indian languages or Hindi.

Key Responsibility Areas : 6 8 Areas ActivitiesHNW Portfolio Management(Acquiring, Enhancing, Deepening andRetention) Liaising with PB/ Preferred RM to flag eligiblecustomers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to buildrapport to understand and update the profile. Enhance the Overall value/book size of theportfolio Maintain the overall quality / hygiene parametersof the portfolio Cross selling products of the bank based on thecustomer need Joint calls being done along with Supervisor as perdefined process Advisory services to be offered based on therequirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account openingand all customer instructions (Stop payments, FDClosure, etc) Ensure KYC / AML norms are adhered to at allpoints of time Ensure that 5-S norms are adhered to forindividuals workstation Increase in wallet share Look for opportunities to cross sell any otherproduct of the Bank, to ensure that HDFC Bank is aone stop shop & solution for all banking needs ofthe Imperia Customer Sales to family members and associates (allnetwork) Ensure that optimal levels of Income generatingProduct Group Holding (IPGH) is reached Product Penetration & contributiontowards focused product Ensure that an optimal level of Income generatingProduct Group Holding (IPGH) is reached. Enhance client's Customer To Group ( CTG ) level Customer Service Ensure quality customer service is delivered. Allcustomer queries and complaints are beingresolved within TAT. Customer is informed about any regulatory orprocess change. Keep the customer updated onprogram features. Ensure timely customer communication onrequests and concerns raised. Proactive complaint management through

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.

Portfolio Management Services

Building a strong relationship with the sales team of the Bank channel partners Achieving your sales targets as per channel strategy Meeting prospective customers with channel sales team to sell insurance solutions Providing pre and post-sales support (e.g. claim settlement) Ensuring quality of business and persistency (renewals of premium) Enabling channel sales team to use latest digital platformsGraduation in any stream with over 2-4 years of experience in BFSI SalesTwo-wheeler is Mandatory

Club Mahindra Holidays is an Indian travel company founded in 1996. It is a part of the Mahindra Group and provides holidays on a timeshare basis. Mahindra Holiday & Resorts India Limited (MHRIL) is a part of the Leisure and Hospitality sector of the Mahindra Group. Vacation ownership is its key offering and Club Mahindra is its flagship brand. MHRIL offers family holidays primarily through vacation ownership memberships for over a period of 25/10 yearsDesignation :Retention ExecutiveAttempting for Retention Calling all the members for meetingUnderstand member query/complaint/constraintOffer suitable resolutionCollection retention letter and overdue from memberInteraction Management (Exceed TAT)Complains & Retention ProcessResponsible for improving the experiences customers have with organization, with the goal of increasing customer satisfaction score, FTRs, proactive engagementsResponsible to adhere to the standard operating proceduresGood decision-making skills to make recommendations for improvements and execute timely/correct decisionsCo-ordinate with all other departments including Sales/Accounts /Collection etc..Keep a track of reason for cancellation raised by MemberDesired Candidate ProfileExcellent communication skills written and verbal. Proficiency in Hindi and English.Product and process knowledge related to customer servicingPersuasive, negotiating, and influencing skillsPatience and good listening skillsProactive approachHigh Energy and Passion4-5 years experience in service industry e.g. hospitality, telecom, insurance, banking etc

Nurture relationships with mapped clients for investment needs.Track customer complaints and resolve escalated grievances on a day-to-day basis.Conducting 3-4 client meetings daily for revenue generation.Generating new sales leads through referrals from existing clients.Increasing customer engagement through cross-selling investment and non-investment products.Acquisition of new CASA customers.

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.

Acquisition of new customers from market and nurture relationships with them for investment needs.Track customer complaints and resolve escalated grievances on a day-to-day basis.Conducting 3-4 client meetings daily for revenue generation.Generating new sales leads through referrals from existing clients.Increasing customer engagement through cross-selling investment and non-investment products

1. Acquire new Corporate relationships/ salary accounts.2. Oversee a portfolio of assigned corporates.3. Taking care of Salary processing for acquired/assigned Corporates.4. Develop new business from existing clients.Required Candidate profile:1. 1+ yrs. exp. in Corporate Salary/ B2B Sales/ Salary Account/ Corporate/Institutional Sales/ CA Acquisition from BFSI Industry.2. Must be ok in field sales.3. Excellent Communication.Perks and benefits:Quarterly incentives.

1. Managing a 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. Job Mandates:1. Strong background in cross-selling.2. Good interpersonal skills & Relationship Management skills.3. Good communication skills.4. Presentable as RMs will be interacting with Mid to High-level corporate employee.5. Having some knowledge of the equity market

Nurture relationships with mapped clients for investment needs.Track customer complaints and resolve escalated grievances on a day-to-day basis.Conducting 3-4 client meetings daily for revenue generation.Generating new sales leads through referrals from existing clients.Increasing customer engagement through cross-selling investment and non-investment products.Acquisition of new CASA customers.Job Mandates: Good communication & interpersonal skills.1+ Yrs. exp. in CASA Acquisition/ Portfolio Management/Book Management from BFSI IndustryCandidates with a lesser notice period will be given preference.Age should be below 35 years. old.

Nurture relationships with mapped clients for investment needs.Track customer complaints and resolve escalated grievances on a day-to-day basis.Conducting 3-4 client meetings daily for revenue generation.Generating new sales leads through referrals from existing clients.Increasing customer engagement through cross-selling investment and non-investment products.Acquisition of new CASA customers.