Banking Relationship Manager Job Vacancies in Delhi NCR

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.

We are looking for 31 First Wealth Relationship Manager Posts in Noida, with deep knowledge in Sales, casa sales, wealth products, HNI Client Handling, Relationship Manager, Relationship Manager Wealth, Banking Sales and Required Educational Qualification is : B.A, B.Com, Other Bachelor Degree

Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Acquire new customers. 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 products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs. Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding is reached Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM so that there is back up when the customer visits the branch and the RM is out. Ensure smooth transition of handover/takeover of the portfolio.Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Acquire new customers. 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 products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs. Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding is reached Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM so that there is back up when the customer visits the branch and the RM is out. Ensure smooth transition of handover/takeover of the portfolio.

URGENT HIRING BANK Employment Notice in DATA ENTRY OPERATOR HR DEPARTMENT...810001928 Male and Female Both Can Apply for This Post. Online and Offline Interview Going On.

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.

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.

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.

Roles and Responsibilities:1. Counseling and Consultation: Provide prospective students with detailedinformation about our academic programs, admission requirements, and financialaid options. Conduct counseling sessions to assess their educational goals andalign them with the appropriate program.2. Course Selection: Assist students in selecting appropriate courses based on theiracademic interests, program requirements, and career goals.3. Lead Generation: Proactively identify and engage with potential students.4. Follow-up: Maintain regular communication with leads to build relationships, addressinquiries, and guide them through the enrollment process.5. Market Research: Stay informed about industry trends, competitive institutions, andchanges in the academic landscape to tailor sales strategies effectively.6. Enrollment Targets: Meet or exceed monthly and quarterly enrollment targets byconverting leads into enrolled students.7. Consumer Feedback: Gather feedback from consumers about their experiences andprovide insights to improve products, services, and consumer experience.Requirements:1. Excellent communication skills with great convincing power.2. Confident in using MS Office and Google Products3. Comfortable in talking to people and a good listener.4. Comfortable working on targets.6 days Working Weekends availability is must (Saturday ,Sunday )1 Week will be givenIf you are from Edu-Tech Industry do not apply.

Dear Candidate ,We are hiring for Relationship Officer/Senior Relationship Officer post (Bancassurance Channel).Job description:- Sales: Accept leads generated from in-branch lead generators as well as warmleads provided by the bank from the database as well as generate own leads. Makeappointments, explore the customers financial needs in life-related investment andinsurance needs areas, select appropriate product to meet these needs from thecompany's product range, gain customer agreement to purchase, accurately completesales documentation.CTC: 2LPA to 4.50LPAExperience: min 1yr experience in Life InsuranceQualification: Graduation is mandatory.Channel: BancassuranceThanks &; RegardsKarishma

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 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

Job descriptionWe are Hiring Relationship Manager for a leading Bank in India. Candidates having exposure of sales in the following sectors are welcome- Banking- Insurance companies- NBFC- Asset management firms- - - - - - - - - - - Telecom companies someone who is into direct salesPackage:Upto 10 LPA + Performance incentive upto 6.5L per Qtr.Position description:Customer EngagementContinuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.Call handling as per defined standards.Accurate resolution for customer queries.Promoting Digital Banking services for a superior customer service experience.Profiling of customers in order to aid right cross-servicing of Bank productsAccurate logging and resolution of complaints.Attrition control of customers.Regular interactions with the customers and pro-actively assessing customer needs.Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.Ensure portfolio quality of relationship while racing considering eligibility.Monitor large amount movements and account closure from the deposit accounts.Ensure retention of customersAchievement of portfolio parametersMeet the defined objectives of the Portfolio managed by the respective VRMSalesRight cross-sell of products basis profiling and engagement.Penetration of products across groups.Sales across all product segments-TPP, Assets, Cards etc.Acquiring & grouping of all related IDs of the Primary ID.Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow.Ensure Staff are trained on product knowledge and requisite certifications.Income to be generated at a customer level.Interaction QualityAchieve Quality benchmarks defined from time to time.Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.Audit and Service Quality

- 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

Min experience 1 2 Years in Lap / Housing Loan / Mortgage , For LAP- We need experience in Secured loans, LAP only.Qualification Graduate .Salary max can be offered upto 3.5 Lacs. Very few exceptions above that. Also, immediate joiners would be preferred.On the incentive part as an indicative figure, you could talk on the below :For secured , anyone doing business of 12 to18 lacs has the capacity to earn 16k-17k per month.

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

Manage front office and reception desk operationsHandle calls, visitors, and appointments professionallyMaintain visitor logs and meeting schedulesProvide administrative and clerical supportManage emails, courier, and documentationGood communication and interpersonal skillsProficiency in MS Office and phone etiquettePolite, well-presented, and professional attitudeFemale candidates preferredIf you are interested so please share me our cv at Hrcps9@gmail.com8370014003https://bit.ly/importantcandidates

Product is Home Loan./loan against property/housing loan- Generating business through DSAS/ Builders/ Channel Partners/ Open Market.- To handle a DSA to Achieve the business numbers.- To plan, organise & initiate to identify New Potential DSA, CA, Financial Consultants andBrokers & Builders in Respective area.- Training and Development of DSA.- Managing key accounts with focused approach and nurturing relations for perpetual andproductive long-term business relationships.- To interact with builders and developers and penetrate the product through differentprojects.- To manage the data if prospective clients to get business.- Analyze financial illegibility regarding customers.- Work Closely with legal and technical department for project approvals.Skills Required- Experienced with Home Loan / Loan against Property and Mortgage loan experience ofBanks/ NBFCs/ HFCs.- Minimum 2-10 Year Exp. in Home Loan.- Qualification: Undergraduate/ Graduate/ PG- Good Communication Skills, Interpersonal Skills- Can work under PressureExperience2 - 8 YearsSalary1 Lac 50 Thousand To 3 Lac P.A.IndustryFinancial Services / Banking, Investments / Insurance / stock market / LoanQualificationOther Bachelor DegreeKey SkillsLoan Officer Loan Agent Loan Advisor

Purpose 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 highreturn of investment. To become a part of our driving sales force contributing to increase client acquisitionwherein 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 solutionsrecommending 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.Managing clients' investment portfolios to ensure financial successDiscussing major financial goals of clients to better understand their objectivesUpdating clients and customers on their portfolio activity and successMaintaining Skills and Work Experience Required: Language:- Fluent in English Communication Skill - Good communication skill.

Product is Home Loan./loan against property/housing loan? Generating business through DSAS/ Builders/ Channel Partners/ Open Market.? To handle a DSA to Achieve the business numbers.? To plan, organise & initiate to identify New Potential DSA, CA, Financial Consultants andBrokers & Builders in Respective area.? Training and Development of DSA.? Managing key accounts with focused approach and nurturing relations for perpetual andproductive long-term business relationships.? To interact with builders and developers and penetrate the product through differentprojects.? To manage the data if prospective clients to get business.? Analyze financial illegibility regarding customers.? Work Closely with legal and technical department for project approvals.Skills Required? Experienced with Home Loan / Loan against Property and Mortgage loan experience ofBanks/ NBFCs/ HFCs.? Minimum 2-10 Year Exp. in Home Loan.? Qualification: Undergraduate/ Graduate/ PG? Good Communication Skills, Interpersonal Skills? Can work under PressureExperience2 - 8 YearsSalary1 Lac 50 Thousand To 3 Lac P.A.IndustryFinancial Services / Banking, Investments / Insurance / stock market / LoanQualificationOther Bachelor DegreeKey SkillsLoan Officer Loan Agent Loan Advisor

Dear Candidate ,We are hiring for S2S Profile - Branch sales manager/Sr.Branch sales managerJob description: - Sales: Branch Customer Service & Sales (BCSS)caters to customer walk-ins at branches.Designing and implementing effective marketing strategies to adjust existing onesContacting potential clients and creating rapport by networking, cold calling, using referrals etcAppraising the wishes and demands of business or individual customers and selling the suitable protection plansBranch Customer Service & Sales (BCSS) caters to customer walk-ins at branches.Create new business opportunities by building trust and contacts with clientsWork on assigned leads and generate referrals from every visit that's made to customer.CTC 2.75 to 4 Lpa + Incentive; onroll jobRegardsJyoti Verma