Banking Relationship Manager Job Vacancies in Pune

Must have in casa , mutual fund, portfolio

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

Field sales Experience Banking And Insurance Sector .

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

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.

We are Urgently Looking for Relationship Manager. Home Loan Sales. Daily Three Meetings is Mandatory. Bike is Mandatory.

KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted

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 Description of Relationship Manager Responsibilities: To promote all the product line of AMC To up sell AMC products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling AMC Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly callsQualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSICertification (Mandatory): Must be NISM CertifiedDesignation: Relationship Manager Desired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independentlyWork Status: Full TimeReporting to:Channel Manager

Performance for banking, finance and insurance sector Company Name- IBG Fin conNo. of vacancy- 20Positions- Sales ManagerSalary- till 5.5Education- Graduation or aboveExperience - 6 month to 6 years ( Related to banking, Insurance and finance sector )- Acquire & maintain business banking asset clients for the bank- Service to the client basis customer's requirement- Negotiate deals by interacting with people at various levels of the organization and outside environment- Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance- Acquiring assets, trade & Forex clients and portfolio management.- Dealing in various Trade and Treasury Products, Bill Discounting, Bank Guarantee, Letter of Credit, Cash Credit / Overdraft, Payment and Cash Management, Factoring, etc- Customizing product as per the customer requirements- Plan the activities to acquire New Client acquisition- Providing support in all the operational activities of bank- Coordinating with credit team and other related departments- To deepen share of wallet for the acquired portfolio- To support/implement marketing initiatives and lead generation channels- Sourcing business for credit proposals from corporate

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.

Greetings from Reliance Nippon Life Insurance!!Here is an opportunity to get associated with Reliance Nippon Life Insurance. India's leading private sector financial services companies, which ranks among the top private sector financial services and non-banking companies, in terms of net worth. The company is one of the largest non-bank supported private life insurers with over 10 million policyholders, a strong distribution network of over 700 branches.Designation: Agency Recruitment Development Manager (ARDM)Compensation/CTC Package:1.8L to 4.5L CTC per annum + Heavy Incentives based on sales performance + Opportunity to Travels to exciting locations Nationally and Internationally + Fast Track promotions 3 promotion cycle in a year.Roles & Responsibilities: Agency sales managerwill be responsible for finding people interested in becoming Insurance Agents and getting them qualified to sell insurance policies. Training will be provided on sales and insurance To grow advisor base gradually over a period of time Agency sales manager will also be expected to help them in selling policies by joint field working and operations support. For this purpose, agency sales manager will be trained intensely by the company. To make visits to generate leads for sales on daily basis To follow up on already generated leads to close them successfully To work as a coach for the team of advisors To regularly hold the meetings with Branch Manager for training advisors on various frontsPre-requisites: A Graduate degree within the age group of 24 to 40 years, who has been a local resident for some time At least 1 years experience of field sales jobs in Life Insurance or banking filed sales. Should have good market network Team handling experience of more than 6 months would be desirable. 2-Wheeler a must. Android based smart-phone with an active connection.