Business Banking Relationship Manager Jobs

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.

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.

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.

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

- 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.

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

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.

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.

profile: BUSINESS BANKING WORKING CAPITAL RELATIONSHIP MANAGER*BANK: HDFC BANK## *Key Skills & Product ExpertiseCASAWCODTLBUSINESS LOANELIGIBILITY CRITERIA TICKET SIZE: 1000 CR. Location Preference: Bangalore CTC Expectation: 25 LPA(Highly flexible for the right growth opportunity and performance-linked incentives)--- WHY ME?Big bank experience, small bank agility. I bring a strong network, deep product knowledge, and relentless client focus ready to hit the ground running and deliver results from Day 1.

Well educated and confident..

*Branch managers lead their office location and motivate their team to achieve the branch's goals.*They oversee the day-to-day operations of the branch, ensuring efficiency and compliance. *They drive revenue and business growth by setting sales targets, developing marketing strategies, and fostering relationships with local businesses. *They develop and maintain good relationships with customers. *They ensure that companies operating in capital markets do so according to the industry regulations. *They should have excellent organizational skills, time management and multitasking ability, and a proven track record of successful leadership.

1. Acquire new clients and manage existing clients portfolio of Business Banking department. Monitor the portfolio closely and ensure book size, fee income, delinquency containment targets are met. Regular visits to customer to understand and explore additional funding requirement.2. Use credit knowledge and knowledge of various products for deal structuring. Use Knowledge of market in order to acquire new clients and manage existing clients.3. Increase wallet share of customer by cross selling retail asset products to the customer. Ensure stability of income through various revenue lines and explore avenues for new income generation from existing as well as new clients.4. Ensure the portfolio health through timely servicing of dues /overdues ; timely renewals , stock statement submission, insurance submission, monitoring Out Of Order. Manage the portfolio hygiene items to ensure closure of deferrals and post disbursal document submission within approved TAT.5. Regularly interact and visit customer to ensure timely service delivery and delight. Onboard customer to various digital, alternate channels for ease of transaction. Act as a one point contact for all client queries / concerns related to BBG products.6. Regularly visit assigned branches and train the branch staff on eligible, qualified lead generation for BBG products. Be in constant touch with branch staff to appraise them of the case status and support for quick decisioning.

Building and maintaining relationships with clients: You will be responsible for identifying and cultivating relationships with new clients, as well as maintaining existing relationshipsThis involves understanding their business needs and offering customized solutions to meet those needs

Job Role:1. Acquisition of new customers from market and nurture relationships with them for investment needs.2. Track customer complaints and resolve escalated grievances on a day-to-day basis.3. Conducting 3-4 client meetings daily for revenue generation.4. Generating new sales leads through referrals from existing clients.5. Increasing customer engagement through cross-selling investment and non-investment products.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Age should be below 30 yrs. old.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredTarget Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

Dear all Candidates Urgent Recruitment for Bandhan Bank Dsa in 2023. Fresher & Experience Both Can Apply. Age Limit 18 to 32 Years. Salary Scale 14k to 20k per Month. Your Extra Benefits P.f+e.s.i+incentives. Qualification H.s or Graduate. Good Communication Skill & Basic Computer Knowledge Must Be Done for this Job Profile.

Dear AllWe are in the process of hiring Relationship officer/ Executive /Manager for out TOP Notch client located at Andheri , Vashi and Ghatkopar. Kindly send your profile to rahul@acealliance.org.in . Pl find Roles and responsibilities Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor Daily update in CRM regarding daily planning, leads received, login, sanctioned ,disbursed. Leads to be converted into login and get it disbursed from Bank or NBFC which gives the best rates. Processing of loan applications, conducting due diligence, site visits, ensure compliance of terms & conditions as per sanctioned terms, compliant documentation etc. Ensure all the loan related process/queries are taken care so that loan disbursal happens smoothly Ensure timely disbursal of loan from leads received from Customers/RBAs Maintain relationships customers,business banking & Channel partners Manage relationship with the customers by increasing business with existing clients and well as through Cross sellComplete focus of Scheduling Meetings with Customers, with Client's Associates, Number of Logins, Cross Sell, Insurance, RegardsRahul Gaikwad9820615854

1. Acquire new Corporate relationships/ salary accounts.2. Oversee a portfolio of assigned corporates.3. Taking care of Salary processing for acquired/assigned Corporates.4. Develop new business from existing clients.Required Candidate profile:1. 1+ yrs. exp. in Corporate Salary/ B2B Sales/ Salary Account/ Corporate/Institutional Sales/ CA Acquisition from BFSI Industry.2. Must be ok in field sales.3. Excellent Communication.Perks and benefits:Quarterly incentives.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Job Role : Business Development ManagerCTC : 3.15 LPA - 3.45 LPA- It is a field job. You will have to travel within the assigned geography to meet Institutions/ clientsteams and customers.- You will be evaluated on your ability to meet the business targets (Top line, No of customersacquired, no. of subscriptions)- As a business professional you will uphold organizational values in every action and ensurebusiness ethics and integrity. You are expected to be compliant to regulatory and statutory regulationsSkills Required;Good Listening SkillsMarket knowledgeNegotiationGoal orientedPositive attitudeProficient in English and Regional LanguageRelationship (trust) BuildingCommunication/People SkillsUnderstanding your Client's Business & NeedsAdaptability--Warm Regards,Tayyaba Fatima