7

Banking Relationship Manager Job Vacancies in Navi Mumbai

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  • 0 - 2 yrs
  • 2.0 Lac/Yr
  • Navi Mumbai
Voice Process English Hindi BPO
Hiring: Banking Relationship ManagerRole: Connect with customers over calls, explain banking products, build customer relationships, and assist interested customers with the application process.Location: Navi MumbaiEligibility: Any GraduateExperience: Freshers or 6 months to 1 yearLanguage: English + HindiSalary:
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Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager Walk in
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
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Subject Matter Expert

Teleperformance DIBS

  • 1 - 5 yrs
  • 4.3 Lac/Yr
  • Ghansoli Navi Mumbai
Subject Matter Expertise Sales Manager Insurance Advisor Relationship Manager Priority Banking Insurance Manager Mutual Funds Sales Taxation Manager Sales Executive BPO Telecaller Team Leader Operations Team Coaching National Pension Scheme Debt Mark
Hi Team,We have opening for SME Position - NPS ProductProcess - Axis Bank HROShift Timings - 9:30am to 6:30pmWeek off - 2nd & 4th Saturday & all Sundays offJob Description:--Knowledge on Debt products (NPS,PPF,RD etc)-Should have an experience in BFSI or Banking BPO Domain-Sales experience is must-Graduates only (No Engineering to be shown)- Clear voice & accent (No MTI)- Good convincing skillsSalary - 35k CTC Regards Rajeshwari
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Key Accounts Manager

Instant Mudra Technologies Pvt. Ltd.

  • 2 - 4 yrs
  • 5.0 Lac/Yr
  • Sanpada Navi Mumbai
Handling Team Customer Service Manager Relationship Manager Corporate Banking
Handling Team,OperationsHandled queries regarding customer complaints and issuescoordination with operations team for smooth business
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Relationship Manager

Prerana Hr Solution

Corporate Banking Good Communication Skill Fresher BPO Executive Banking Relationship Digital Banking Walk in
Continuous 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 customers Achievement of portfolio parametersMeet the defined objectives of the Portfolio managed by the respective VRM Sales Right 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 QualityEnsure all laid down system and process are followed as stipulated by Audit and Senior ManagementEnsure accurate and timely submission of financial transactions & requests.Adherence to set processes of updating customer interactions in CRM next. MIS ReportingEnsure timely submission of Customer base review / reports as requested
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Field Sales Manager

Deputize Consultancy Pvt. Ltd.

Field Sales Manager Business Banking Executive Business Development Manager Sales Manager Relationship Manager Sales Team Leader Insurance Sales
Qualification- MBA OrGraduate with a minimum of 2 Years of Sales ExperienceLocation- Mumbai - Malad, Mulund, Thane (Teen Petrol pump), Panvel, Pune (PCMC)Job Responsibilities-RecruitThe primary role is to drive quality recruitment of Life Advisors and build up the agency business.CoachDevelop Life Advisors to make them self-dependent by setting goals for them, conducting reviews, and assisting them in their career path with Kotak Life Insurance.LeaderDrive sales for the company through their team of life advisors, motivate their team and lead them in meeting the goals set forth by the company.Skills-Influential Skills, Relationship Building Skills, Achievement OrientedBasis Computer Skills (MS - Office, Excel, PowerPoint)Regards,Shubha AgnihotriHR RecruiterDeputize Consultancy Pvt. Ltd.
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Good Communication Skill Having Good Experience in Insurance Industry Bancassurance Channel Branch Relationship Manager CASA Sales Banking Sales Assistant Acquisition Manager Branch Sales Manager Branch Manager Sales Manager Walk in
# Managing ban Customers requirements with the best available services and products.# Demonstrate excellent knowledge of insurance and banking product.# Communicate any product changes, process change and change in rules and regulations with the help of training modules to the banking partners.# Manage the relationship with the banking partners across leave to deliver desired results.# Support all sales and service aspects including sales calls, policy issuance and complaint.
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