Relationship Manager Female 12th Pass Jobs in Nashik

Key Responsibilities & DutiesClient Acquisition & Portfolio Management:Identify, prospect, and onboard high-net-worth individuals (HNIs), SME clients, and corporate borrowers for loan sourcing and financial solutions.Manage and nurture an active portfolio of clients, understanding their financial needs and providing tailored credit/loan products.Maintain continuous engagement with clients throughout the loan lifecycle-from initial inquiry and document collection to sanction and disbursement.Channel Partner & Partner Network Development:Build, train, and manage an active network of Direct Selling Agents (DSAs), connectors, chartered accountants, and real estate developer partners to drive continuous lead generation.Conduct regular meetings with channel partners to brief them on product guidelines, eligibility criteria, commission structures, and approval norms.Credit Assessment & File Processing:Conduct preliminary financial screening and eligibility checks (income documents, CIBIL reports, balance sheets, and bank statements) before file submission.Coordinate with internal credit, underwriting, and operations teams to resolve queries, speed up sanction turnaround time (TAT), and ensure smooth disbursement.Target Achievement & Market Intelligence:Achieve monthly and quarterly loan disbursement targets across assigned product lines.Monitor market trends, competitor interest rates, and loan processing terms across partner banks and NBFCs, feeding actionable insights to leadership.

Key ResponsibilitiesDevelop and maintain strong relationships with existing and potential clients.Understand customer requirements and recommend suitable products or services.Manage client accounts and ensure high levels of customer satisfaction.Act as the primary point of contact for client inquiries, concerns, and service requests.Identify opportunities for cross-selling and upselling products and services.Achieve assigned sales, revenue, and customer retention targets.Coordinate with internal departments to resolve customer issues promptly.Monitor market trends and competitor activities to identify business opportunities.Prepare client reports, business reviews, and account performance updates.Ensure compliance with company policies, procedures, and regulatory requirements.

Key ResponsibilitiesDevelop and maintain strong relationships with existing and potential clients.Understand customer requirements and provide suitable products or service solutions.Act as the primary point of contact for customer inquiries and concerns.Identify opportunities for upselling and cross-selling products/services.Regularly engage with clients through calls, meetings, and follow-ups.Resolve customer issues promptly and ensure a high level of client satisfaction.Achieve assigned sales and relationship management targets.Monitor customer accounts and maintain accurate records in CRM systems.Coordinate with internal teams to ensure seamless customer service delivery.Gather customer feedback and provide insights to management.

Key ResponsibilitiesPortfolio Management & Relationship BuildingAct as a dedicated financial advisor to a portfolio of High-Net-Worth Individual (HNI) and retail account holders.Deepen existing client relationships by analyzing their financial goals, investment risk profile, and liquidity requirements.Maintain regular contact through face-to-face meetings, financial check-ups, and proactive service management.Revenue Generation & Product Cross-SellingDrive revenue across key core product verticals, including CASA (Current & Savings Accounts), Fixed Deposits, and Wealth Management products.Cross-sell third-party financial products, including Mutual Funds (AMFI/NISM products), Life Insurance, Health Insurance, and structured investments.Asset product sourcing including credit cards, home loans, personal loans, and business banking credit solutions.Client Acquisition & Business ExpansionAcquire new-to-bank (NTB) high-value individual and commercial clients through local field visits, personal network referrals, and digital leads.Participate in local branch outreach activities and corporate payroll acquisition drives.Compliance & Regulatory AdherenceEnsure all customer onboarding, financial transactions, and documentation strictly comply with KYC, AML (Anti-Money Laundering), and RBI regulations.Adhere to internal bank audit standards and transparent sales practices.Complete and maintain active mandatory regulatory certifications (NISM / IRDAI) as required for financial advisory roles.

-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

A Customer Relationship Management (CRM) job, often titled CRM Manager or Client Relationship Manager, is a critical role focused on maximizing customer satisfaction, loyalty, and long-term value to the company. This role acts as the primary bridge between the organization and its customers, using data and strategy to ensure a consistent and positive customer experience. Primary Goal of a CRM RoleThe core objective is to develop and implement strategies that enhance the company's relationships with its customers to drive customer retention, reduce churn, and identify opportunities for upselling and cross-selling. Key ResponsibilitiesThe specific duties of a CRM professional often blend strategic, analytical, and hands-on tasks:Relationship Management & CommunicationPrimary Point of Contact: Serve as the main liaison for key clients, addressing inquiries, concerns, and complaints promptly and efficiently.Relationship Building: Establish and maintain strong, profitable, and long-lasting relationships with customers to foster loyalty.Customer Advocacy: Monitor customer satisfaction (e.g., via surveys and feedback) and act as the customer's voice internally to drive product and service improvements.Strategy & Data AnalysisCRM Strategy Development: Design and execute holistic CRM strategies (e.g., email marketing, loyalty programs, lifecycle campaigns) that align with business goals.Data Utilization: Collect, analyze, and interpret customer data (behavior, trends, purchasing history) from the CRM system to gain actionable insights.Segmentation & Targeting: Segment the customer base for targeted communications and personalized engagement campaigns.Performance Reporting: Track and report on key metrics and KPIs, such as customer lifetime value (CLV), churn rate, and campaign ROI, to senior management.System & Process ManagementCRM System Oversight: Oversee the implementation, maintenance, and daily operation of the CRM software (e.g., Salesforce, HubSpot), ensuring data integrity and optimal functionality.Cross-Functional Collaboration: Work closely with the Sales, Marketing, and Product Development teams to ensure a cohesive and effective customer journey across all touchpoints.Training: Provide training and support to internal teams (Sales/Support) on the effective use of the CRM system and best practices for customer engagement.

Field sales Experience Banking And Insurance Sector .

As a Relationship Manager, you will be responsible for building, nurturing, and expanding long-term relationships with a portfolio of assigned clients. Your primary goal will be to understand their evolving needs, provide tailored solutions, cross-sell relevant products/services, and ensure high levels of client satisfaction and retention. This role requires exceptional interpersonal skills, a strong client-first approach, and a deep understanding of [your industry/products/services].ResponsibilitiesClient Portfolio Management:Manage and grow a dedicated portfolio of existing clients, understanding their unique needs, goals, and challenges.Conduct regular reviews and meetings (both virtual and in-person) with clients to assess their current situation and identify new opportunities.Act as the primary point of contact for all client inquiries, ensuring timely and effective resolution of issues.Needs Assessment & Solution Provision:Proactively assess client needs through in-depth conversations and analysis.Recommend and present appropriate products, services, or solutions that align with their requirements and add value.Collaborate with internal teams (e.g., product, operations, sales) to customize solutions and ensure seamless delivery.Cross-selling & Upselling:Identify opportunities to cross-sell and upsell additional products or services to existing clients based on their evolving needs.Achieve revenue and client retention targets for your assigned portfolio.Market Intelligence & Feedback:Gather and analyze client feedback, market trends, and competitor activities to inform internal strategy and product development.Communicate client insights and market intelligence effectively to relevant internal departments.Documentation & Reporting:Maintain accurate and up-to-date records of all client interactions, communications, and account activities in the CRM system.Prepare and submit regular reports on client portfolio performance, sales activities, and forecasts to management.Compliance & Ethics:Ensure all client interactions and transactions comply with company policies, industry regulations, and ethical standards.