Relationship Manager Female 12th Pass Jobs in Aurangabad

As a Business Relationship Manager, you will play a vital role in building and maintaining strong relationships with clients. Your main goal is to understand their needs and ensure the delivery of high-quality service. You will work from our Sambhaji Nagar office. Key Responsibilities:- Client Engagement: Establish and maintain relationships with clients to understand their business needs and expectations.- Communication: Regularly update clients on product offerings and services, providing them with timely information to help them make informed decisions.- Problem Resolution: Act as the first point of contact for client issues, ensuring that any problems are resolved quickly and effectively.- Sales Support: Collaborate with the sales team to identify opportunities for upselling and cross-selling services that meet client needs.- Feedback Collection: Gather feedback from clients and share insights with internal teams to improve product offerings and services.Required Skills and Expectations:- Candidates should have strong communication skills, both verbal and written, to effectively engage with clients.- A proactive attitude is essential, as you will need to take initiative in problem-solving and client interactions.- Basic knowledge of business processes and sales techniques will be beneficial, though training will be provided.- Candidates should demonstrate a strong willingness to learn and adapt in a fast-paced environment.- A team-oriented mindset is important, as you will be working closely with various departments to achieve client satisfaction.

Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product teamMust Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentationDesired Candidate Profiles Candidate Should have a minimum 6 month- 4 years years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation.Location- Across Mumbai, Maharashtra

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

Relationship ManagerChannel-Agency channel Key Responsibilities:Agent Recruitment & Onboarding: Identify and recruit new agents, provide onboarding and training programs to ensure agents are well-prepared to market and sell insurance products.Sales & Performance Management: Set clear targets, track agent performance, and offer guidance and resources to help agents meet and exceed their sales goals.Relationship Development: Build lasting, trust-based relationships with agents, offering mentorship, motivation, and regular performance feedback.Market & Industry Insights: Stay up-to-date with industry trends and competitor activities, adapting strategies to ensure the agency network remains competitive.Compliance & Reporting: Ensure all agents comply with regulatory requirements and company policies. Regularly report on agency performance and sales metrics to senior management.

Job DescriptionEmployment TypePermanent, Full TimePositionRelationship ManagerExperience 1+ YearsLocationThane, Panvel, Jalgaon, Kolhapur, Cuddalore, Nanded, Hyderabad, Khammam,Aurangabad Kurnool, Ahmednagar, Must Key SkillsLoan sales, MFI/Mortgages/SME loans / Used Auto Loans / CV LoansNotice PeriodImmediate Joiner (Max upto30 Days)Roles & Responsibilities:- Experience: High performer with 2-3 years experience in Sales in Financial Services/Education/MFI/Mortgages/SME loans / Used Auto Loans / CV LoansKnowledge of English and local language; good communication skillsWorking knowledge of computers and ability to maintain MISGraduate / Post Graduate (Science / Commerce) from a reputed instituteBasic knowledge of finance Team playerSpecific Responsibilities:Visit schools and other educational institutions and achieve business targets of loans disbursedBuild a long-lasting relationship with clientsManage the entire loan documentation including mortgage/security creationEnd-use verification of loanCross-sell other products rolled out from time to time to the schoolsAssist in the collection of overdue payments and ensure that the portfolio remains high in quality

Engaging with Brokers & Developers. Brokers : Meeting Brokers, Onboarding, Training, Calling Brokers to office for events & Meetings.Developers : Meeting Developers, Onboarding, Calling developers to office for events & Meetings. Brokers : Keeping Brokers active by - Client Site Visit, Bookings on listed ProjectsDevelopers : Selling AGS

A Relationship Officer Role is a Client facing role. The Relationship officers are responsible for the first level of customer interaction. They are responsible for creating new client relationships as well as deepening our relationships with the existing clients by offering them other financial products

We are looking for 6 Customer Relationship Manager Posts in Maharashtra, Aurangabad, Maharashtra, Ahmednagar, Maharashtra, Communication Advisor, with deep knowledge in Customer Service Operations, Communication Advisor and Required Educational Qualification is : Other Bachelor Degree,

JLG Business & Collection

1. Recruitment and development of quality advisors 2. Guiding them on the sales funnel and achieving revenue targets. 3. Monitoring the performance and tracking of daily activity tracking advisors.All Over Mumbai & Punepackage is UPTO - 4 LPA