15

Branch Relationship Manager Job Vacancies in Mumbai

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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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  • 1 - 3 yrs
  • 0.8 Lac/Yr
  • Mumbai
Good Communication Skills Interpersonal Skills Branch Relationship Manager
Job Role:Nurture relationships with mapped clients for investment needs.Track customer complaints and resolve escalated grievances on a day-to-day basis.Conducting 3-4 client meetings daily for revenue generation.Generating new sales leads through referrals from existing clients.Increasing customer engagement through cross-selling investment and non-investment products.Acquisition of new CASA customers.Job Mandates:Good communication & interpersonal skills.1+ Yrs. exp. in CASA Acquisition/ Portfolio Management/Book Management from BFSI IndustryCandidates with lesser notice period will be given preference.Age should be below 32 yrs. old.
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Branch Banking Retail Branch Banking HNI Acquisition Relationship Manager Wealth Private Wealth Manager Team Management Skills Customer Service BFSI Customer Relationship
Relevant Business Banking / Wealth Management Experience inBanks, NBFC, Brokerage House. Relevant experience as below:Senior Relationship Manager 6+ years Relationship Manager 3 - 6years
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Branch Relationship Manager - Direct Channel

Skywings Advisors Private Limited

Life Insurance Direct Channel Customer Advisory Team CAT Sparc Team Management Direct Sales Direct Marketing
JOB SUMMARYIs responsible for managing, developing & supervising the team with a key focus on Service to salesthrough relationship management, sales productivity-per-executive, thereby achieving sales & servicetargets. Direct experience Experience: 7-8 Years in LI Should have 3-4 years of team handling experience Should have handled team size of 4-5 Should have closed target of 1.5 crores
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Branch Relationship Officer

J.S.R Management Group

Monitoring Executive Finance Manager Collection Agent
**Job Title:** Branch Relationship Officer (BRO)**Industry:** Non-Banking Financial Company (NBFC)**Reporting To:** Branch Manager**Business Function:** Sales**Employment Type:** Full-time, Permanent**Qualification:** Undergraduate/Graduate**Age Criteria:**- Freshers: Up to 28 years- Experienced: Up to 35 years**Compensation:**- Freshers: 2 LPA- Experienced: Up to 3 LPA (Graduate/Post Graduate, plus incentives)**Responsibilities:**- End-to-end business acquisition- Customer relationship management- Sales and business development- Product knowledge- Cross-selling- Market research- Achieving sales targets- Data management- Compliance
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Branch Sales Manager Relation Manager Sales Manager Insurance Sales Executive BFSI Real Estate
Club Mahindra - Walk-in Drive for Relationship Manager (Vashi, Navi Mumbai)Calling all passionate and results-oriented individuals!Club Mahindra, a leading name in the timeshare industry, is hosting a walk-in drive for the position of Relationship Manager in Vashi, Navi Mumbai. Join our dynamic team and build a fulfilling career helping families create unforgettable vacation memories.About the Role:As a Relationship Manager, you will play a key role in developing and nurturing long-term relationships with our valued members. Your responsibilities will include:Understanding member needs and recommending the perfect vacation ownership plan.Providing exceptional customer service and ensuring member satisfaction.Achieving and exceeding sales targets.Building strong relationships with new and existing members.Why Join Club Mahindra?Be part of a well-established and respected brand in the hospitality industry.Make a difference by helping families create lasting memories.Opportunity for professional growth and development.Competitive salary and benefits package.Who We're Looking For:Graduate in any discipline with excellent communication and interpersonal skills.Minimum 1-2 years of experience in sales or relationship management (preferred).Strong understanding of the timeshare industry a plus.Passionate about the hospitality sector and delivering exceptional customer service.Target-oriented with a proven track record of success.Walk-in Details:Date: 27th June 2024Time: 11:00 AM to 4:00 PMVenue: Club Mahindra 412, BSEL Tech Park, C wing, 4th floor, opp railway station,, Vashi, Navi Mumbai 400709Contact person : PankajDocuments Required:Updated resumePhotocopies of academic certificates and experience lettersValid ID proofDon't miss this exciting opportunity! We look forward to meeting you!Note: This is a walk-in drive. No prior registration is required.Thanks,
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Branch Sales Manager Sales Manager Relationship Manager Bancassurance
The Candidate will be assigned or tagged under 2 to 3 Branches of Bank. The candidate should work along with the Branch Manager and Team members of Bank and promote the Customers of Bank.The candidate prime responsibility should build good relationship with the Branch Managers and Team members ofthe Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generatemaximum revenue for Tata life insurance.
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Stock Broking Business Development Manager Branch Sales Manager Territory Manager Territory Business Manager Client Relationship Manager Acquisition Manager Walk in
One of the Largest Equity Broking Corporates in India ... searching for #BranchManager/Branch Head for Mumbai , Pune , Surat , Amravati Sangli Kolhapur , ParbhaniCandidates from Banking, Insurance, and mutual fund industryRole: Territory Sales Manager Exp.: 5+yrs of Branch handling or Team handlingAbout Company:Company is a well-diversified financial service company in India & Abroad, offering one stop investment solutions in trading & investments. Company believes in growing with its clients and creating valuable relationships. Its about having the passion to go that extra mile and its about making the clients and partners a part of the family.Company offers advanced broking services across equity, derivative, cProfile:- Responsible for handling the branches of the cluster assigned and for managing all aspects of the business cycle.- Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service through the teams.- Key focus areas being: Getting teams to achieve customer acquisitions, activations, productivity on core broking and cross selling of third party products i.e. mainly insurance and investments.- Driving annual business numbers and making sure all the branches achieve the yearly targets.- Create and implement effective direct sales strategies toward achievement of sales objectives.- Responsible for P & L management.- Managing key customer relationships, building and sustaining investment relationships with High Net-worth Individuals and Corporate clients that include products like IPO, Bonds etc- Eyeing and working on learning and development of the teams at all levels.- Work force management: control attrition; provide growth path and making sure the budgeted manpower is on-boarded and branches are operating in full capacity.Candidate Profile:- 10-15 years of retail stock broking experience in the Indian market.- Should have leadership experience in the broking industry.
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  • 0 - 5 yrs
  • 3.3 Lac/Yr
  • Mumbai
Branch Sales Manager Relationship Associate
Job Designation1.Associate Relationship ManagerExperience -0.6 to7 YearsJob Location MumbaiInterview Mode face 2 faceJob Purpose Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Key Deliverables 1) Critical Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. 2) Routine Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs
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Branch Relationship Manager - CASA - Kolkata

NorthEast Digital Marketing Consultancy

Banking Executive SALES Branch Relationship Walk in
To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.Liability Product selling, education on product featuresAcquire new customers through referrals from existing customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profile.Enhance the Overall value/book size of the portfolioMaintain the overall quality / hygiene parameters of the portfolioCross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI BondsJoint calls being done along with Supervisor as per defined processAdvisory services to be offered based on the customers requirement.Attrition control of customersAchieving MTD and YTD Revenue TargetsAchievement of income plans and other benchmarks within portfolioRequirementsEducational Qualifications: Graduation/Post-GraduationCertifications:NISM V-A CertificationIRDA CertificationNCFM Certification (Optional)CAIIB (Optional)Internal CertificationGI certificationKey Skills:Sales and Influencing SkillsBanking Product & Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsCommunicationKnowledge of Competition & Current trends in financial Industry.Experience RequiredExposure to banking, Banca insurance, Wealth Management are encouraged to apply
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Client Relationship Manager

Surabhi Financial Services

Client Servicing Branch Administration Cross Functional Coordination Business Process Improvement Client Relationship
Job Description Client Relationship manager Job Location Mumbai Western Suburb : Kandivali (E)What are we looking for / Job DescriptionWe are looking for Client Relationship Managers to join our team. If you are from a servicing industry and have some understanding of finance, or have an worked in client relationship manager role for an financial services firm and enjoy interacting with people then this position is just for you. Key ResponsibilitiesBuild positive and productive relationships with clients for business growth.Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.Understand client needs and customize existing business programs to meet their needs.Provide client support and handle client communications effectively.Manage and close client businesses to achieve profitability.Maintain existing clients and generate new clients to achieve revenue goals.Address client concerns promptly and professionally.Inform clients about company products, services and promotions.Discuss business contracts and cost with clients.Ensure that client requests are handled timely and accurately.Develop new strategies to improve client satisfaction.Maintain up-to-date knowledge aboompany products and services.Answer clients questions, address concerns and resolve them as per SLAsBuilding and maintaining your client base.Qualifications requiredBachelors degree in business, finance or related field.Great interpersonal and communication skills, written and spoken English is must.Prior experience with customer service or similar role Proficient in Word, Excel, Outlook and PowerPoint, Social Media tools like Linked In, Facebook etcCritical thinker and problem-solving skillsGood time-management skillsTeam player
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Casa Portfolio Management Branch Manager Relationship Manager B2B Sales Insurance Sales Forex Trading Current Account Saving Account
Branch Manager-1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.BOM-1. Lead the Service Team.2. Ensuring regulatory and procedural compliance3. Audit of the branch4. Ensuring service excellence to enhance portfolio,control retention and better cross sell5. Authorize and check RO / SO entries6. Check end of products7. Check vouchers to clear transactions above 10lakhs8. Vault / Key custodianRelationship Manager-1. Develops new and expands existing High Net worth Customer relationships for liabilities.2. Ensures high levels of customer service orientation and application of bank policy.3. Cross sells existing bank products to customers.4. Informs customers of new products or product enhancements to further expand the banking relationship.5. Plans and conducts special sales initiatives and events for prospective and existing clients.6. Coordinates with other group companies to provideseamless access to other products.7. Maintains complete relationship record for assigned customer accounts.8. Tracks customer complaints/queries and turnaround times for customer satisfaction.
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Marketing Branch Sales Manager Relationship Manager Marketing Manager Fitness Center Manager Fitness Center Trainer Fitness Consultant Club Manager
Will be responsible for the Operations and Sales of the Center and managing the team along with supervising day to day activities.
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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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Branch Business Manager

Silver Bhoomi Enterprises

Marketing Team Management Business Development Branch Operations Retail Branch Banking Center Management Branch Handling Client Relationship Management Brand Operation Strong Publicity Planning Ability and Imagination Business Communication Skills C Walk in
Role: Branding ManagerNumber of Openings: - 1Educational Qualification: MBA Years of Experience at least 7 years Location: MumbaiCTC up to 8 LPA SkillsHave profound market theory, successful brand operation performance, excellent oral and writtenExpression and communication skills, good cultural literacy, fashion taste, strong publicity, planning, ability and imaginationResponsibilities Brand Budget & Cost management. Responsible to manage control entire online and offline branding at vivo brand Mumbai Carry out strategic management of the company's brand, establish and continuously strengthen the brand image, and make it interact with the image in the eyes of the target audience. Carry out continuous and effective communication activities, establish and maintain brand assets. Determine the product and market scope of the brand, assist the company in making diversified products and correct decisions in the market environment, to promote the achievement of the company's strategic objectives. Formulation of brand policies and standards. Improve the efficiency of brand elements. Improvement of team abilityCompetencies1. Strategic planning capacity2. Data analysis ability3. Ability manage team and their KPI4. Learning and innovation abilityLocation: - Andheri East Mumbai
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Branch Sales Manager Sales Executive Market Analyst
**Job Title:** Branch Relationship Officer (BRO)**Industry:** Non-Banking Financial Company (NBFC)**Reporting To:** Branch Manager**Business Function:** Sales**Employment Type:** Full-time, Permanent**Qualification:** Undergraduate/Graduate**Age Criteria:**- Freshers: Up to 28 years- Experienced: Up to 35 years**Compensation:**- Freshers: 2 LPA- Experienced: Up to 3 LPA (Graduate/Post Graduate, plus incentives)**Responsibilities:**- End-to-end business acquisition- Customer relationship management- Sales and business development- Product knowledge- Cross-selling- Market research- Achieving sales targets- Data management- Compliance
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