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Banking Relationship Manager Jobs

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  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Mumbai
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager, you will play a crucial role in building strong relationships with clients and ensuring their needs are met effectively. You will work directly with customers to provide exceptional service and support.**Key Responsibilities:**- **Customer Engagement:** Actively interact with clients to understand their needs and provide tailored solutions to enhance their experience.- **Account Management:** Oversee client accounts, ensuring all services are delivered timely and accurately to maintain satisfaction and loyalty.- **Problem Resolution:** Address customer inquiries and resolve issues promptly, ensuring a positive experience and reinforcing client trust.- **Sales Support:** Assist in increasing revenue by identifying opportunities to promote additional services and products that meet customer needs.- **Feedback Collection:** Gather client feedback on services and products to share with management for continuous improvement efforts.- **Documentation:** Maintain accurate records of client interactions and transactions to ensure compliance and facilitate effective communication.**Required Skills and Expectations:**Candidates should possess a degree in any relevant field such as B.A, B.Com, or B.Sc. Fresh graduates are welcome, but prior experience in customer service or sales is an advantage. Strong communication and interpersonal skills are essential for building relationships. You should have good problem-solving abilities and be detail-oriented. A positive attitude and eagerness to learn are highly valued traits. You must be able to work effectively in a team and thrive in a fast-paced work environment.
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  • 0 - 6 yrs
  • Kolkata
Life Insurance Banking Operations Agency Channel Direct Channel Good Communication Partner Management Business Development Lead Generation Channel Partnering Partner Training Relationship Building Team Building Leadership Skills
We are seeking a dedicated Manager Business Partner to enhance our operational success in Kolkata. This role is ideal for individuals with a passion for business development and stakeholder engagement. Candidates should have a proactive approach and excellent communication skills.Key Responsibilities:1. **Stakeholder Engagement**: Build strong relationships with clients and partners to understand their needs and align our services accordingly.2. **Business Development**: Identify growth opportunities in the market and develop strategies to attract new clients while retaining existing ones.3. **Data Analysis**: Analyze business performance metrics to provide insights and recommendations for improvement.4. **Project Management**: Oversee various projects to ensure they are completed on time and within budget, coordinating with different teams as needed.5. **Reporting**: Prepare and present reports on business performance, opportunities, and challenges to senior management.Required Skills and Expectations:Ideal candidates should possess excellent communication and interpersonal skills, enabling effective relationship-building. A strong understanding of business processes and a willingness to learn about market trends are essential. The ability to work independently and manage time efficiently is crucial. Candidates should be comfortable with data analysis and have a basic understanding of project management principles. Flexibility and adaptability in a dynamic work environment will be highly valued. A proactive attitude combined with a willingness to embrace challenges is important for this role.
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Urgent Requirement For Bank Manager

Ozira Immigration Services pvt ltd

Banking Operations Customer Relationship Daily Operations Approvals Loan Operations
We are looking for a dedicated Bank Manager to join our team in Canada. In this role, you will oversee the banks daily operations, ensure high levels of customer satisfaction, and lead a team of banking professionals.**Key Responsibilities:**- **Manage Daily Operations:** Ensure that all banking operations run smoothly and comply with regulations and policies.- **Lead and Train Staff:** Supervise team members, provide training, and foster a positive work environment to enhance performance and motivation.- **Ensure Excellent Customer Service:** Address customer inquiries and resolve issues promptly to maintain satisfaction and loyalty.- **Develop Business Strategies:** Collaborate with senior management to create strategies for increasing the banks profitability and market presence.- **Monitor Financial Performance:** Analyze financial statements and reports to identify trends and opportunities for improvement.- **Risk Management:** Identify potential risks within the bank's operations and implement measures to mitigate them.**Required Skills and Expectations:**Candidates should have a strong educational background in Business Administration, Finance, or related fields such as B.C.A, B.B.A, B.Com, Chartered Accountant, Company Secretary, or I.C.W.A. Relevant experience of 2 to 8 years in banking or financial services is essential.Strong communication and leadership skills are necessary to guide teams effectively. Candidates should be detail-oriented and possess good analytical skills to assess and improve operations. A commitment to customer service excellence and the ability to adapt to changing regulations are also important for success in this role.
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  • 3 - 9 yrs
  • 40.0 Lac/Yr
  • British Columbia +1 Canada
Banking Manager Bank Officer Banking Bank Manager Investment Banking Banking Relationship Manager
Banking, credit, and other investment managers plan, organize, direct, control, and evaluate the activities of financial departments within such establishments.Required Candidate profileAge below 50 yearsMin 2 Years of ExperienceAt least a Bachelor/DiplomaExcellent communication skills
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Jobs by Popular Location

  • 1 - 6 yrs
  • 4.0 Lac/Yr
  • Pathanamthitta
BANKING SALES BUSINESS DEVELOPEMENT BFSI NBFC INSURANCE
Generate Revenue by getting business from leads generated through assigned 4-5 Bank. Cascade the incentive programs to Banks StaffResponsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy documentDevelop new markets/ segments in line with company sales strategy from time to time.Build a good customer base in order to cross-sell & up-sell.Build long term relationship with the bank staff.
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  • 2 - 5 yrs
  • Connaught Place Delhi
Mortgage Sales Home Loans Mortgage Loan Officer Relationship Manager Conversion Operator Target Achievement Sales Target Client Coordinator Documentation Communication Negotiation Skills Nbfc Banking Problem-solving Sales Skills
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.
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  • 0 - 1 yrs
  • 3.5 Lac/Yr
  • Asansol
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
A Branch Relationship Manager (BRM) is a key role within banks, financial institutions, and service-based companies, responsible for maintaining and growing customer relationships at the branch level. They focus on ensuring excellent service, sales performance, and customer satisfaction, often acting as the face of the branch for many clients.Key Responsibilities:Customer Relationship Management:Build and maintain strong, long-term relationships with new and existing clients.Understand clients financial needs and offer appropriate products and services (e.g., loans, savings accounts, credit cards).Provide personalized services to enhance customer satisfaction and retention.Sales and Business Development:Identify and pursue new business opportunities to meet sales targets.Cross-sell and up-sell banking products (such as mortgages, insurance, or investment products).Achieve branch sales goals and KPIs by engaging with both individual and business clients.Client Onboarding and Account Management:Assist clients in opening new accounts, ensuring compliance with all legal and regulatory requirements.Guide clients through the process of applying for loans, mortgages, and other banking products.Monitor clients' account activities and provide ongoing advice as needed.Service Excellence:Address and resolve customer complaints and issues promptly and efficiently.Ensure clients receive the highest level of service during their interactions with the branch.Act as a liaison between customers and other bank departments to fulfill clients needs.Team Collaboration & Training:Work closely with branch staff, including tellers, customer service representatives, and other managers, to ensure smooth branch operations.Provide guidance and training to junior staff on customer service best practices.Help ensure team members meet their targets by providing insights and support.Operational and Compliance Tasks:Ensure that all transactions and activities comply with internal policies, regulatory requirements, and industry standards.Oversee the accurate documentation and processing of transactions.Maintain up-to-date knowledge of banking products and market trends.Reporting & Performance Monitoring:Track and report on branch performance, including sales figures, customer satisfaction, and other KPIs.Provide feedback to branch management regarding branch performance, opportunities, and challenges.Required Skills:Strong Communication Skills:Ability to communicate clearly and persuasively with clients and internal teams.Sales and Negotiation Skills:Proven ability to sell banking products and services, with a focus on customer needs.Comfort with negotiating terms and conditions with clients.Customer-Centric Mindset:Strong commitment to providing excellent customer service.Ability to build trust with clients and offer solutions tailored to their financial needs.Analytical Skills:Ability to assess clients' financial positions and recommend the right products or services.Strong attention to detail when handling accounts and financial data.Leadership and Teamwork:Ability to lead by example and support branch staff to meet shared goals.Collaboration with other departments (e.g., operations, marketing) to ensure comprehensive customer service.Problem-Solving:Quick thinking and problem-solving ability to resolve customer issues effectively.Technical Proficiency:Familiarity with banking software and CRM tools.Competence in using office tools such as MS Office and any relevant banking platforms.Qualifications & Experience:Educational Background: Typically requires a bachelors degree in business, finance, economics, or a related field.Experience: At least 2-3 years of experience in banking, finance, or customer relationship management. Previous experience as a relationship officer, sales officer, or personal banker is highly valued.Certifications: Some roles may require certifications in finance or banking.Work Environment:Branch Relationship Managers work at bank branches, and may be required to work flexible hours, including weekends, depending on branch hours.They often work in a team environment, reporting to the Branch Manager or Regional Manager.In summary, the role of a Branch Relationship Manager is crucial for driving business growth, ensuring customer satisfaction, and maintaining strong relationships with clients. The job requires a combination of sales, customer service, and leadership skills, along with the ability to meet sales targets and comply with regulatory guidelines.
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  • 1 - 4 yrs
  • 6.0 Lac/Yr
  • Nashik
Insurance Sales Sales BFSI Team Management Skills Customer Relationship Casa Manager Agency Development Banking Insurance
-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed
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  • 0 - 6 yrs
  • 7.0 Lac/Yr
  • Guwahati
Sales Home Loans Personal Loans Business Loan DSA Banking Insurance Customer Relationship Connector Communication Skills
We are hiring for India's largest DSAPosition - Sales Manager / Relationship Manager Qualification - Any GraduateWork Experience - 6 months to 3 years in Sales (NBFC, BFSI preferred)CTC - 2 to 7 LPA + incentive best in industry Location - GuwahatiJob Description: Positions open for dynamic sales professionals with excellent communication skills to build and maintain relationship with connectors, builders and CA firms, to achieve monthly targets on Personal loan, Business loan, LAP, Home loan and Insurance products.For interview, share your CV on WhatsApp - 7576805187e-mail - bsarma81@gmail.com
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  • 1 - 5 yrs
  • 4.5 Lac/Yr
  • Coimbatore
INSURANCE SALES LIFE INSURANCE BANKING BANCA AGENCY DIRECT
Key Responsibilities:1. Manage and nurture key relationships with clients: The key relationship manager will be responsible for developing and maintaining strong relationships with clients to ensure client satisfaction and loyalty.2. Drive sales and revenue growth: The role involves driving sales and revenue growth by identifying opportunities and cross-selling products to existing clients.3. Provide expert advice on insurance and financial products: The key relationship manager will be expected to have a deep understanding of insurance, life insurance, banking, and other related products to provide valuable advice to clients.4. Collaborate with internal teams: This role requires working closely with internal teams such as sales, marketing, and product development to ensure seamless service delivery to clients.5. Monitor market trends and competition: Stay updated on market trends and competition to identify potential threats or opportunities for the business.Required Skills and Expectations:1. Minimum 1-5 years of experience in insurance, sales, banking, or related fields.2. Strong communication and interpersonal skills to effectively interact with clients and internal teams.3. Excellent problem-solving abilities and attention to detail.4. Proven track record of achieving sales targets and driving revenue growth.5. A self-motivated individual who can work independently and as part of a team to meet goals and targets.
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Senior Relationship Manager

Jobsnta Hr Services

  • 1 - 5 yrs
  • 4.5 Lac/Yr
  • Kochi
Sales Selling Sell BD Business Development Insurane Bank Banking Finance
- Build and maintain strong relationships with bank branch staff to generate business.- Drive life insurance sales through bank channels by working closely with bank employees.- Conduct regular meetings, training, and joint calls with bank staff to create awareness about life insurance products.- Ensure achievement of monthly and quarterly sales targets.- Generate leads through walk-in customers, existing bank customers, and branch activities.- Provide customers with product information, customized solutions, and assist in selecting suitable life insurance plans.- Maintain good rapport with customers and handle queries effectively.- Monitor and track business performance of the assigned branches.
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Business Relationship Manager

Jobs N Ta Hr Services

  • Fresher
  • 2.8 Lac/Yr
  • CochinSuburb Ernakulam
Corporate Sales Banking
Business Relationship Manager Life Insurance (Fresher Role) Location: Cochi Role: Business Relationship Manager Industry: Life Insurance Sales Qualification: Graduation required Salary: Maximum 2.75 LPA Experience: Freshers willing to work in Life Insurance Sales can apply Key Skills:Good communication & interpersonal skillsInterest in sales and customer relationship managementGoal-oriented and self-motivated
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  • 0 - 1 yrs
  • 4.8 Lac/Yr
  • Bhubaneswar
Corporate Banking Branch Banking Retail Branch Banking Branch Administration Business Development
Key Responsibilities:1. Manage relationships with corporate clients: As a Branch Relationship Manager, you will be responsible for building and maintaining relationships with corporate clients to ensure their banking needs are met efficiently.2. Oversee branch banking operations: You will oversee branch banking operations, including managing customer transactions, resolving customer queries, and ensuring smooth functioning of the branch.3. Drive business development initiatives: You will drive business development initiatives to attract new clients, cross-sell banking products, and achieve branch targets.4. Handle branch administration tasks: You will handle branch administration tasks such as managing inventory, coordinating with vendors, and ensuring compliance with regulatory requirements.5. Provide excellent customer service: You will provide excellent customer service to enhance customer satisfaction and loyalty.Required Skills and Expectations:1. Strong communication skills: Ability to effectively communicate with clients, colleagues, and senior management.2. Good analytical skills: Ability to analyze data, identify trends, and make informed decisions.3. Customer-centric approach: A customer-centric approach to understand and fulfill customer needs.4. Relationship management skills: Ability to build and maintain relationships with clients and colleagues.5. Knowledge of corporate and retail banking: Understanding of corporate banking, branch banking, and retail branch banking concepts and operations.
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  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Nashik
Corporate Banking Customer Relationship Branch Administration Microsoft Excel Marketing Routing Client Servicing Customer Care Strategic Thinking Problem Solving Leadership Skills Revenue Expansion Analytical Skills
I. Position SummaryThe Client Relationship Manager acts as an advocate for the client within the organization and a representative of the company to the client. This role is crucial for ensuring client needs are consistently met, service delivery is high-quality, and the business relationship remains profitable and enduring.II. Key ResponsibilitiesA. Relationship Development and RetentionPrimary Contact: Serve as the lead point of contact for all matters specific to assigned clients, building strong, long-lasting relationships based on trust and mutual understanding.Client Needs Analysis: Deeply understand client objectives, strategic plans, and operational needs to better position company products/services.Proactive Engagement: Schedule regular meetings and check-ins (virtual and in-person) with key client stakeholders to review performance, gather feedback, and address concerns before they escalate.Conflict Resolution: Quickly and effectively handle difficult client requests or escalated issues, coordinating with internal teams to provide timely and satisfactory solutions.B. Account Growth and StrategyStrategic Planning: Develop and execute strategic account plans aimed at maximizing client value, retention, and loyalty.Upselling & Cross-selling: Identify and pursue new sales opportunities within existing accounts by introducing additional products, services, or upgrades.Negotiation: Negotiate contracts and agreements to maximize profit while maintaining client satisfaction.Forecasting: Assist in forecasting revenue from existing clients and tracking key account metrics.C. Internal Coordination and ReportingInternal Liaison: Coordinate with various internal departments (e.g., Sales, Product, Service Delivery, Finance) to ensure consistent service levels and that client expectations are met.Reporting: Prepare detailed reports on account status, client health metrics (e.g., churn risk, satisfaction scores), and project progress for management.Documentation: Maintain accurate, up-to-date records of all client communications, activity, and account status in the CRM system.
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Sales Manager - Kolkata

Prerana Hr Solution

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Kolkata
Health Insurance Life Insurance General Insurance BFSI Banking Sales Direct Marketing Channel Sales Corporate Sales Direct Sales Retail Sales Customer Relationship Marketing Field Sales Cross Selling Communication Skills Sales Target Sales
Recruitment of the New agents and engaging with the existing agentsPlanning and devising the local scheme and engagement program for AgentsEnsuring the agents productivity and activationProduct Training to agent and agents life cycle managementBrand development by conducting sales campaignsEnsure Nil discrepancy and high customer service satisfactionEnsuring meeting of the goal sheet targets month on month basis
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  • Fresher
  • Medchal
Banking Account Opening Casa Data Analysis C
A Big Opportunity For Fresher Candidates. Urgent Hiring Bank Employ. Hiring Notice for Freshers and Experienced (Branch Banking Segment).QUALIFICATIN:- 12th Pass or Graduate. GENDER:- Male and Female Can Apply this Post.AGE:- 18 TO 35 Year. S ALARY:- 14,000 to 26,000 (Per Month). Benefits:- Medical+ PF + E S I and Incentive.LOCATION:- Job Location is as per Your Pin Code Wise. SKILL:- Good Communication, Basic Computer Knowledge, Good Behavior Must. JOB TYPE:- Type of Job Nature is Full Time.JOB ROLE:- 1) Back Office Executive, 2) Relationship Manager, 3) KYC Verification, 4) Loan Department Executive, 5) Assistant Branch Manager etc...Job Description- Greeting and Handling Walk-in Customers. ONLINE OFFLINE Interview is also going on. Dress Code Must be Formal. Interested Person Can Send resume in this WHATS APP number 8336991660 Or Direct Call HR MOU OR Mail - hrmou2061@gmail.com
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Branch Relationship Manager

Vcc Training and Placement Academy

  • 1 - 2 yrs
  • 5.0 Lac/Yr
  • MP Nagar Bhopal
Good Communication Skills Branch Banking Business Development Branch Administration
A BRM, or Business Relationship Manager, manages and strengthens the relationship between a service provider (often an IT department) and its customers or other business units.
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Customer Relationship Customer Calling Back Office Sales Computer Skills Communication Skills
Job Responsibilities:1. Developing and maintaining strong relationships with clients in order to drive business growth and achieve targets.2. Managing and coordinating all aspects of investment banking projects, including financial analysis, due diligence, and deal structuring.3. Providing strategic advice to clients on a range of investment opportunities, including mergers and acquisitions, capital raising, and valuations.4. Identifying new business opportunities and developing strategies to maximize revenue and profit.
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Relationship Manager (Full Time)

Skywings Advisors Private Limited

Lead Generation Banking Sales
Key Responsibilities:Business Development:Drive life insurance sales through assigned bank branches.Identify and convert potential customers into policyholders..Achieve monthly and quarterly sales targets.Relationship Management:Build strong rapport with branch staff to generate business leads.Train, motivate, and support bank employees to cross-sell insurance.Maintain healthy relations with partner banks to ensure smooth operations.Sales Execution:Conduct need-based financial planning for customers.Pitch suitable life insurance products aligned with customer requirements.Manage customer queries, documentation, and policy issuance.Compliance & Process Adherence:Ensure adherence to IRDAI and company compliance guidelines.Maintain accurate records of leads, sales, and customer interactionsSafeguard customer interest through transparent communication.Key Skills & Competencies:Strong sales and negotiation skills.Excellent communication and interpersonal skills.Ability to build and maintain relationships.Goal-oriented, self-motivated, and target-driven.Knowledge of banking operations and financial products preferred.Qualifications & Experience:Graduate / Postgraduate in any discipline.1 - 4 years of sales experience (preferably in BFSI/insurance/banking).
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  • 0 - 1 yrs
  • 2.8 Lac/Yr
  • Kolkata
Good Communication Corporate Banking
Responsibilities:1. Build and maintain relationships with corporate clients to maximize business opportunities.2. Understand clients' financial needs and propose appropriate banking solutions.3. Cross-sell products and services to improve client relationships and achieve revenue targets.4. Collaborate with internal teams to provide seamless and efficient service to clients.5. Monitor and manage client portfolios to ensure compliance with regulations and internal policies.6. Prepare and analyze financial reports for clients to assess their creditworthiness.
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  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Nagpur Highway Dewas
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager, you will be responsible for fostering strong relationships with customers and ensuring their needs are met effectively. Your primary focus will be on customer service, sales, and relationship-building within the branch.**Key Responsibilities:**- **Customer Engagement:** Build and maintain positive relationships with customers by understanding their needs and providing personalized service.- **Sales Support:** Assist in promoting and selling the branch's products and services, working to achieve individual and team sales targets.- **Problem Resolution:** Address customer queries and concerns promptly, ensuring high levels of satisfaction and loyalty.- **Market Analysis:** Stay informed about industry trends and competitor offerings to enhance service delivery and branch performance.- **Collaboration:** Work closely with team members and other departments to deliver a seamless customer experience.**Required Skills and Expectations:**- Strong interpersonal skills to effectively communicate with customers and team members.- A proactive approach to problem-solving, with the ability to think critically and resolve issues independently.- Basic knowledge of finance and banking products to assist customers appropriately.- Time management skills to prioritize tasks and meet deadlines efficiently.- A positive attitude and willingness to learn, especially for candidates with limited experience.Overall, you should be enthusiastic about fostering customer relationships and eager to contribute to the success of the branch by supporting team goals.
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  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Gujrati Colony Bhandara
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager, you will play a crucial role in maintaining and enhancing customer relationships at our branch in Gujrati Colony. Your responsibilities will include ensuring a high standard of customer service, understanding customer needs, and contributing to business growth.- **Customer Engagement**: Actively interact with clients to build strong relationships and foster trust, ensuring a positive experience during their visits or interactions with the branch.- **Needs Assessment**: Assess and understand customer requirements to provide tailored solutions, enhancing satisfaction and loyalty to our services.- **Sales Support**: Assist in promoting bank products and services, aiming to meet sales targets and contribute to the overall growth of the branch.- **Problem Resolution**: Address and resolve customer complaints or issues promptly, demonstrating a commitment to excellent service and customer care.- **Collaboration**: Work closely with other team members and departments to ensure seamless service delivery and address any operational challenges effectively.- **Reporting**: Maintain accurate records of customer interactions and feedback to help improve service processes and track progress toward sales goals.You should possess strong communication skills, a customer-focused mindset, and the ability to work well in a team. A recent graduate or someone with up to one year of experience in a customer service or banking role is preferred. Being proactive, detail-oriented, and having the ability to manage multiple tasks will also be critical to your success in this position.
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  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Mumbai-Bangalore Highway Pune
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager, you will play a vital role in ensuring customer satisfaction and fostering strong relationships between clients and the bank. This position is based on the Mumbai-Bangalore Highway and is ideal for recent graduates or those with limited experience.**Key Responsibilities:**- **Client Engagement:** Engage with existing customers to understand their banking needs and provide tailored financial solutions, enhancing customer loyalty.- **New Customer Acquisition:** Identify and approach potential clients to expand the branchs customer base. You will actively promote banking products and services that match client requirements.- **Account Management:** Oversee customer accounts by ensuring accurate information and timely updates, allowing for effective service delivery and satisfaction.- **Cross-Selling Products:** Promote various banking and financial products, explaining features and benefits to clients, contributing to branch sales targets.- **Feedback Collection:** Gather customer feedback to identify areas for improvement in services or products, helping the branch enhance operational efficiency.- **Team Collaboration:** Work closely with fellow branch staff to ensure smooth operations, share insights, and achieve collective goals.Required skills and expectations include strong interpersonal and communication abilities, a customer-centric mindset, and the capacity to work in a team. A proactive attitude towards problem-solving and the willingness to learn about banking products are essential. Candidates should have a degree in fields such as Business Administration, Commerce, or any relevant discipline. Familiarity with banking services is a plus but not required as training will be provided.
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Relationship Manager

Skywings Advisors Private Limited

Banking Sales Client Manager Customer Relationship
Designantion: Relationship ManagerDepartment: Sales / Customer Relationship / Client ServicesCTC: 4LPA + TAKey Responsibilities:Client Engagement & Relationship Management:Serve as the primary point of contact for assigned clients.Build and maintain strong, long-lasting customer relationships.Understand client goals and financial needs (for banking/insurance roles).Ensure high levels of customer satisfaction through excellent service.Business Development:Identify cross-selling and up-selling opportunities.Acquire new clients through referrals, leads, or walk-ins.Meet assigned sales and service targets.Product/Service Advisory:Recommend suitable products and solutions based on client profiles.Provide timely updates and information about new services or policy changes.Assist in onboarding, documentation, and post-sales service.Market Intelligence:Stay informed about market trends, competition, and regulatory requirements.Provide feedback to product and marketing teams for service improvement.Compliance & Reporting:Ensure all client interactions comply with internal policies and regulatory standards.Maintain accurate client records and interaction history in CRM systems.Prepare regular reports on client status and performance metrics.Interested Candidates can mail their Resumes to:anjali.gussain@skywingsadvisors.comor send on this whtasaap no. +91 99978 16063
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Looking For Relationship Manager

Skywings Advisors Private Limited

Banking Sales
Designantion: Relationship ManagerDepartment: Sales / Customer Relationship / Client ServicesCTC: 4LPA + TAKey Responsibilities:Client Engagement & Relationship Management:Serve as the primary point of contact for assigned clients.Build and maintain strong, long-lasting customer relationships.Understand client goals and financial needs (for banking/insurance roles).Ensure high levels of customer satisfaction through excellent service.Business Development:Identify cross-selling and up-selling opportunities.Acquire new clients through referrals, leads, or walk-ins.Meet assigned sales and service targets.Product/Service Advisory:Recommend suitable products and solutions based on client profiles.Provide timely updates and information about new services or policy changes.Assist in onboarding, documentation, and post-sales service.Market Intelligence:Stay informed about market trends, competition, and regulatory requirements.Provide feedback to product and marketing teams for service improvement.Compliance & Reporting:Ensure all client interactions comply with internal policies and regulatory standards.Maintain accurate client records and interaction history in CRM systems.Prepare regular reports on client status and performance metrics.Interested Candidates can mail their Resumes to:anjali.gussain@skywingsadvisors.com or send on this whtasaap no. +91 99978 16063
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Relationship Manager Jobs For B.Com Freshers

Skywings Advisors Private Limited

  • 0 - 3 yrs
  • 2.8 Lac/Yr
  • Female
  • Kolkata
Call Coordinator Communication Customer Support Customer Engagement Banking
Responsibilities: Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. Customer Engagement: 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 the right cross-servicing of Bank products Accurate logging and resolution of complaints.Attrition control of customers. Regular interactions with the customers and proactively assessing customer needsInterested Candidate can share there resume at nancy.jayada@skywingsadvisors.com
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  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Andheri East Mumbai
BPO Executive Call Center Executive Banking Officer Tele Marketing Manager Telecaller Account Opening Banking Sales Loan Sales Executive Voice Process Executive
Primary Responsibilities: Customer Engagement: 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 products Accurate 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 parameters: Meet 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 Quality: Achieve Quality benchmarks defined from time to time. Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions & requests. Adherence to set processes of updating customer interactions in CRM next. MIS Reporting: Ensure timely submission
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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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Relationship Manager/SRM/ERM

Prerana Hr Solution

Insurance Advisor Financial Services Banking Insurance Banking Officer Sales Bank Relationship Manager Walk in
Hiring for 20 Relationship manager/SRM/ERM Jobs in Malkangiri,G. Udayagiri Kandhamal,Nuapada,Phulbani,Junagarh Kalahandi with minimum 1 Year Experience,Required Educational Qualification is : Bachelor Degree with Good knowledge in Insurance Advisor,Financial Services,Banking Insurance,Banking Officer,Sales etc.
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  • 1 - 5 yrs
  • 4.0 Lac/Yr
  • Kottayam
Customer Service Team Management Skills Interpersonal Skills Banking Sales Insurance Sales
Key Responsibilities:Acquire new customers and generate business through BFSI/NBFC channels.Maintain and strengthen relationships with existing customers.Cross-sell and up-sell life insurance products to achieve assigned business targets.Provide after-sales support and ensure smooth policy issuance and servicing.Coordinate with internal teams to ensure timely resolution of customer issues.Required Skills & Qualifications:Minimum 1 year of experience in BFSI / NBFC sales (Life insurance experience is an added advantage).Graduation is mandatory.Excellent communication and relationship-building skills.Strong sales orientation and target-driven mindset.Ability to work independently and as part of a team.
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