Relationship Advisor Job Vacancies in Bangalore

As an Automotive Service Advisor, you will serve as the main point of contact between customers and the service department of our automotive facility in Bangalore. You will help customers understand their vehicle service needs while providing excellent customer service.Your key responsibilities will include:- **Customer Interaction**: Greet customers, listen to their concerns, and gather necessary information about their vehicles to assess service requirements.- **Service Recommendations**: Analyze customer vehicle issues and suggest suitable service solutions, ensuring customers are well-informed about necessary repairs and maintenance.- **Estimates and Approvals**: Prepare service estimates for customers and obtain necessary approvals to begin work, ensuring transparency and trust.- **Service Follow-up**: Communicate service updates to customers while their vehicles are being serviced and keep them informed about the status of their repairs.- **Documentation**: Maintain accurate records of services provided, parts used, and customer interactions to ensure smooth operations and customer satisfaction.The ideal candidate will possess excellent communication skills, a strong customer service attitude, and a passion for automobiles. A basic understanding of vehicle operations is beneficial. You should be able to work effectively in a team and demonstrate keen attention to detail. Flexibility and a willingness to learn are essential for success in this role, as ongoing training and development opportunities will be provided.

Openings for Voice and Semi Voice ProcessLevel: CRE / Senior CRE L1 / L2Education QualificationMinimum 2nd PUC / 10+2 and aboveWork experienceFresher / ExperienceJob DescriptionGood communication skillsCandidate should have experience in end to end sales till closer.Preferred cold calling sales experience.Outbound and inbound processCalling on shared data bases by client.Patch customer with partner manager of the ClientShould be able to manage the orders by interacting with customersSalary Range15000 to 30000 Per month + IncentivesShift TimingDay Shift (8:00 to 9:00 any 9 hours)Interview timing9:30 AM to 4:30 PMContact Number: 8147608770 / 8310707317

Key ResponsibilitiesCustomer Interaction: Greet customers warmly and assess their vehicle issues by asking questions and conducting visual inspections or road tests.Service Recommendations: Provide informed recommendations for necessary repairs and maintenance based on customer concerns and vehicle performance data.Estimation Preparation: Prepare detailed service estimates that outline the scope of work, parts, labor costs, and timelines, ensuring transparency for the customer.Scheduling Appointments: Manage service appointments efficiently, coordinating with technicians to optimize workflow and minimize customer wait times.Documentation Management: Ensure accurate documentation of customer interactions, service history, and vehicle records in the dealerships management system.Follow-Up Communication: Maintain proactive communication with customers regarding the status of their vehicle service, providing updates on repairs and any additional findings.Problem Resolution: Address customer complaints and concerns promptly and professionally, working to resolve issues to the customers satisfaction while adhering to company policies.Required Skills and QualificationsCustomer Service Skills: Excellent interpersonal and communication skills to effectively interact with customers and understand their needs.Automotive Knowledge: A strong understanding of automotive technology and repair processes to provide accurate information and recommendations.Organizational Skills: Ability to manage multiple tasks, appointments, and customer interactions efficiently.Technical Proficiency: Familiarity with dealership management systems and service scheduling software is beneficial.

Any homemaker, retired person, people laid of from work, looking for an urgent income can do this.

LOOKING FOR INSURANCE ADVISOR

The candidate needs to have the experience in attending the customers, enquiring the vehicle issue, allocating the job card and vehicle repair cost estimation. Candidates must be from the automobile/ automotive background only.

Key Responsibilities:Client Relationship Management:Manage and grow a portfolio of high-net-worth clients.Ensure exceptional client service by addressing client needs and concerns promptly and effectively.Develop and maintain strong, long-term relationships with clients.Team Leadership and Management:Lead, mentor, and manage a team of relationship managers.Foster a collaborative and high-performance team environment.Ensure team members achieve their individual and team goals.Business Development:Leverage an existing client base to identify and pursue new business opportunities.Develop and implement strategies to attract and retain clients.Drive wealth generation opportunities through innovative financial solutions.Financial Expertise:Provide expert advice on financial investments and products.Stay up-to-date with market trends and regulatory changes.Develop and present financial plans and investment strategies to clients.Performance Management:Set performance targets for the team and monitor progress.Implement a fast-track promotion and increment plan for exceptional performance.Manage and report on key performance indicators (KPIs).Communication and Interpersonal Skills:Exhibit excellent verbal and written communication skills.Demonstrate strong interpersonal skills to build rapport with clients and colleagues.Ensure clear and transparent communication within the team and with clients.Incentive Programs:Participate in attractive incentive programs based on performance.Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs).Enjoy competitive compensation with additional rewards for achieving targets.Qualifications:Min of 5 years of experience as a Senior Relationship Manager.Undergraduate degree is required; MBA is advantageousShould have NISM V-A and NISM XXI certificationsProven track record of managing a client base and delivering exceptional client service.knowledge of financial & Investmen

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

Relationship Officer / Sr. Relationship Officer - (HDFC Branch Banking)-Bangalore- Aditya Birla Sunlife InsuranceIndia,BangaloreFull timeJob DescriptionRoles & Responsibilities: The Candidate will be assigned or tagged under 2 to 3 Branches of HDFC Bank. The candidate should work along with the Branch Manager and Team members of HDFC Bank and promote the Aditya Birla Sunlife Insurance product for the Customers of HDFC Bank.. The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue for BSLI. Needs to visit all the assigned branches under him on daily basis. Candidate will be assigned or tagged under 2 to 3 Branches of HDFC Bank.RequirementsHiring Specifications :We can source candidate from Banking who were selling CASA Sales and NBFC Sector We can Hire Candidates from Home Loan Sales, securities and other banking sales Male / Female can be Hired. Age Limit : 22- 32CTC: From 2.5L - 5 LPA (candidate will get hike on current)Experience: 1+ Yr experience in BFSI domainEducation : Any Graduates Candidate with BFSI / any sales experience/ Industry can be Tapped -Broking agency / Byjus /Pharma / Banking / Life InsuranceHiring Locations - Bangalore (Kalyan Nagar, Kalkere, Cox Town Bangalore,Horamavu ,Hrbr Layout, Chandra Layout, Uttarahalli, Old Madras Road, Outer Ring Road Bellandur,Mahalaxmipuram, Rajaji Nagar, Vijayanagar, Whitefiled, Electronic City,World Trade Center,Yelhanka).

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

Role/Designation : Relationship ManagerReporting Manager : City Head Location : Multiple Regions / CitiesRoles & Responsibilities:Recruiting and Managing team of financial advisors/agents.Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basisTraining the financial advisors/agents on our app for servicing their customers in most efficient and effective mannerDriving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.Understanding and aligning with companys policies and ensure full compliance.Maintaining the highest level of business hygiene.Identifying new approaches to enhance reach and generate more sales in the assigned region.Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. If interested kindly contact us or drop your cv's at mail mentionedREGARDS,SUKHPREET KAUR

Job Description:We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customersYou can learn more by visiting the founder's LinkedIn profileYour Roles & Responsibilities will include:Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients concerns.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.Developing financial plans to help clients achieve their long-term, mid-term and short-term financial goals.Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.Completing and submitting investment-related documents, including application withdrawal forms and tax proofsPerforming day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendorsIdentifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.Qualities and Skillsets we are looking for:An effective communicator with excellent written and verbal communication along with excellent interpersonal skills.Good analytical and problem-solving skills with a fine eye for details.Self-motivated and confident with a strong work ethic and ability to work independently without much supervision.

ResponsibilitiesBuild relationships with prospective clientsMaintain consistent contact with existing clientsManage sales pipelineAnalyze market and establish competitive advantagesTrack metrics to ensure targets are hitQualificationsBachelor's degree, 1-6 years of experience.Experience in Agency sales, Insurance & Banking, HNI Client handling is mandatory.Strong negotiation skills.Strong communication and presentation skills.

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 requiredLife 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.

identifying business opportunities;building and maintaining successful relationships with prospects and existing clients;collaborating with executives on business strategy to determine objectives;evaluating current business performance and maximizing business reach and potential.

Sales representatives are responsible for selling a company's products by identifying leads, educating prospects on products through calls, and presentations, and providing existing customers with exceptional support.

Job Description:Assist the company in acquiring new customersCross sell and up-sell to existing customersSupport the customer in the stock marketsMaintaining a cordial relationship with customers

we are looking dynamic freshers to join with us. Job categories are marketing executivesproject executivescontent writersclient relationship mgmtstipend with % of profit / per project will be shared after completion period depends on performance permanent placement will have in our company.

we have requirement for tomorrow line up for virtual interview.Position- Virtual relationship manager(Telesales profile)Responsibility- handle the team of telecallers , track their job etc. Work for custumer turnup to pyrchase insurance policy.Job locatio- Jaya Nagar, BangaloreCTC:240000 to 350000Experience- sales in bankibg/ insurance/ bfsiThanks and RegardsHeena

Location: Bangalore /Education: Post GraduateIndustry: Financial Services / Personal FinanceJob description: Identify potential clients through networking, and lead generation. Conduct thorough needs analysis to recommend appropriate insuranceproducts. Present insurance policies to clients, explaining features, benefits, and costs. Build and maintain strong relationships with clients, ensuring a high level ofcustomer satisfaction. Handle client queries post-sales support. Stay updated on the latest insurance products, industry trends. Provide clients with detailed information on various insurance policies, includinglife, health, and general insurance.Applicant Requirements: Proven experience in insurance sales or a similar role. Excellent communication and interpersonal skills. Strong negotiation and problem-solving abilities. Ability to work independently and as part of a team. Relevant certifications (e.g., IRDAI certification). Knowledge of financial planning and wealth management preferable

JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed

About Company:is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.We are looking for a Relationship manager for our wealth management vertical to help us build our business activities. The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you. Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization Strong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities Qualifications: Master's degree in Finance, MBA or equiva

Relationship Officer / Sr. Relationship Officer - (HDFC Branch Banking)-Bangalore- Aditya Birla Sunlife InsuranceIndia,BangaloreFull timeJob DescriptionRoles & Responsibilities: The Candidate will be assigned or tagged under 2 to 3 Branches of HDFC Bank. The candidate should work along with the Branch Manager and Team members of HDFC Bank and promote the Aditya Birla Sunlife Insurance product for the Customers of HDFC Bank.. The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue for BSLI. Needs to visit all the assigned branches under him on daily basis. Candidate will be assigned or tagged under 2 to 3 Branches of HDFC Bank.RequirementsHiring Specifications :We can source candidate from Banking who were selling CASA Sales and NBFC Sector We can Hire Candidates from Home Loan Sales, securities and other banking sales Male / Female can be Hired. Age Limit : 22- 32CTC: From 2.5L - 5 LPA (candidate will get hike on current)Experience: 1+ Yr experience in BFSI domainEducation : Any Graduates Candidate with BFSI / any sales experience/ Industry can be Tapped -Broking agency / Byjus /Pharma / Banking / Life InsuranceHiring Locations - Bangalore (Kalyan Nagar, Kalkere, Cox Town Bangalore,Horamavu ,Hrbr Layout, Chandra Layout, Uttarahalli, Old Madras Road, Outer Ring Road Bellandur,Mahalaxmipuram, Rajaji Nagar, Vijayanagar, Whitefiled, Electronic City,World Trade Center,Yelhanka).

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 requiredLife 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: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.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.Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ RenewalsJob Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred