Relationship Manager Graduate Experience Jobs in Vadodara

Join HDFC Sales We re Hiring Sales Officers!Industry: Banking / Financial ServicesDesignation: Sales Executive / OfficerLocation: Bharuch / Ankleswar / Vadodara---Eligibility Criteria: Education: Graduation (Mandatory) Two-Wheeler: Must own a personal bike/scooter Age Limit: Up to 30 years Experience: Minimum 6 months of sales experience preferred--- Salary & Benefits: CTC: Up to 2.90 LPA (Based on interview performance) Attractive Incentives on performance Career Growth Opportunities with a leading financial brand--- Job Responsibilities:Conduct regular field visits to construction sites and nearby areas.Meet relationship managers, builders, and market managers to build strong partnerships.Generate leads through site visits and local networking.Coordinate with builders or managers to get home loan referrals.Assist customers in the loan documentation process and ensure smooth file handling.Maintain strong customer relationships and ensure high satisfaction levels.--- Why Join HDFC Sales?Work with a trusted and reputed brand in financial services.Get excellent training and mentorship to boost your career.Enjoy competitive pay, incentives, and growth opportunities.--- Interested Candidates:Send your updated resume 9265107173 /9898022725

Key Responsibilities:Achieve sales targets for insurance products through bank branches.Build and maintain strong relationships with bank staff and customers.Train and support bank employees on product knowledge and sales processes.Identify customer needs and offer suitable insurance solutions.Ensure smooth onboarding, documentation, and post-sales service.Maintain daily sales reports and follow compliance norms.

Job Title: Relationship Manager Personal LoanDepartment: SalesLocation: Indore,Surat,BarodaEmployment Type: On-rollKey Responsibilities:* Identify, onboard, and manage Direct Sales Agents (DSAs) to drive personal loan sales.* Train DSAs on loan products, policies, and sales techniques.* Monitor DSA performance, ensuring lead generation and conversions.* Coordinate with credit and operations teams for smooth processing and TAT adherence.* Achieve assigned sales targets and maintain portfolio quality.* Analyze market trends and competitor activities to drive business growth.Requirements:* Experience: 2-5 years in Personal Loan sales, preferably with DSA management.* Skills: Strong communication, relationship management, and a target-oriented mindset.* Other: Basic computer knowledge.

Job Title: Relationship Manager Education: Bachelors degree required (Graduation)Experience: 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Key Responsibilities:To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/ prevent spurious/unacceptable ornaments.Adhering to high ethical standards and complying with all the laid down processes / policies - KYC adherence. Verify customers KYC & complete online registration.Coordinate with the Manager and stakeholder for loan approval.Ensure to bring in New Customers and maintain good relationships with existing customers for generating renewal & referral business.Resolving all customer doubts and questions while processing the loan.Participate in business development activities to improve the brand visibility Gold Loan in the catchment areas and to generate leads of prospective customers.Skills & Persona:Graduate with 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Upto 30 years of ageExcellent communication skills in the local language and elementary English2 wheeler and Driving License is mandatory

Responsible for build up your team by using your self-network-You have to train and motivate them for sales-You have to organize sales visit for business development-Develop your team member for more business-Managing monthly and weekly meeting

We have SAAS playform, require onboarding officer on our platform, having good communication skills

casa knowlage / b2b sales / b2c sales

Work with Area Head and plan sales operations for achieving targets (including cross-sell), considering competitive forces and local trends Scan the local market and competitive offerings on a periodic basis to adapt sales efforts accordingly Provide data for and compile periodic MIS reports for disbursements, NPAs, target achievement, etc. Work on assigned and identified prospects list for client relationship origination and maintenance activities, interacting with ground-level client stakeholders Understand and communicate understanding of product characteristics and benefits to end customers effectively in order to enhance effectiveness of sales efforts. Attend to customer complaints effectively, escalating critical cases to Area Head as required. Execute operations efficiently across the Customer Lifecycle (Sourcing, Approval, Servicing, Collections) Ensure adequate focus on different distribution channels, working with Manager for interfacing with senior stakeholders/ complex cases Implement prescribed processes and best practices to enhance operational effectiveness, productivity and sales performance Attend relevant technical and behavioral trainings/ seminars and work on self-development initiatives Coordinate with internal stakeholders for smooth operations and alignment towards achievement of targets Work with the Risk, Operations and Sales Governance team members to ensure adherence to risk management and control mechanisms Ensure compliant sales operations and sound risk management in day-to-day operations. Compile and ensure systematic, accurate MIS on NPAs and credit trends, providing inputs on factors impacting portfolio qualityRole: Relationship ManagerIndustry Type: BankingDepartment: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: Banking Operations

Candidate has to have knowledge of stock markets and should have passed NISM Derivative 8 module as a mandatory requirement

Company Overview:Established in 1964, Bajaj Capital Ltd. (SEBI-approved Category I Merchant Bankers) is one of India's premier Investment Services firms, offering personalized services to individual investors, Non-Resident Indians (NRIs) and High Net worth clients, among others. As one of the largest distributors of investment products, the company offers a wide range of investment products such as mutual funds, bonds, fixed income products offered by reputed public, private and government organizations. Job Summary:We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for managing and developing long-term relationships with our clients, ensuring that their needs and expectations are met. The Relationship Manager will also be responsible for identifying new business opportunities and contributing to the growth of the company. Responsibilities:1. Meeting and Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients and visiting clients on a daily basis. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Requirements: Bachelor's degree in business, marketing, or a related field. Minimum of 1 years of experience working in financial sales role. Excellent communication and interpersonal skills. Ability to build and maintain strong relationships with clients. Strong analytical and problem-solving skills.

As a Relationship Manager for HENSEX Securities, you will be responsible for building and maintaining strong relationship with clients. The ideal candidate should possess a deep understanding of various financial instruments, investment products, and market trends, enabling them to provide tailored financial solutions to clients.Responsibilities:1. Client Relationship Management: Build and maintain strong relationships with existing clients by understanding their financial needs, providing expert advice, and delivering exceptional customer service.2. New Business Development: Identify and engage potential clients within the financial securities market to expand the client base and achieve business growth targets.3. Financial Planning: Collaborate with clients to assess their financial objectives, risk tolerance, and investment preferences, and develop comprehensive financial plans and investment strategies accordingly.4. Investment Planning: Offer expert guidance on a diverse range of financial services, including Equity Broking, Commodity Broking, Mutual funds and Insurance/Corporate FDs, aligned with clients' risk profiles and objectives.5. Portfolio Analysis: Conduct regular portfolio reviews and performance analysis to ensure client investments are on track to meet their financial goals as suggested by client.6. Compliance and Risk Management: Ensure adherence to all regulatory guidelines, internal policies, and risk management protocols when providing financial advice and executing transactions.Requirements:1. Bachelor's degree in Finance, Economics, Business Administration, or a related field2. Proven experience as a Relationship Manager, Financial Advisor, or similar role in the financial services industry

Varthana is looking for Relationship Managers and Sales professionals to be a part of a dynamic, motivated, andhighly productive Sales Team.Preferred Profile Minimum Education Qualification: Graduation 1-3 years experience in Sales in Financial Services / Education / MFI / Mortgages / SME loans / Insurance Industry Passionate for sales and experienced in direct sourcing Influential communication skills in English and local language Working knowledge of computers and smartphones and the ability to maintain MIS Must be holding a valid driving license

To up sell Mutual Fund products to UHNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationshipsProfiling customers and provide Investment plan & financial advice to the client, clientsEnsuring the highest levels of service to the client clients

Job Responsibilites:--Sell Life Insurance to the allocated customers & walk-ins only-Direct customer service & sales to the existing customers through relationship building-Existing Customer database will be provided by the companyCandidate Requirement:-Minimum 1 year sales experienceGood communication skillAny graduateAge:- Max 40 yearRegard,Prince V - Sr HR Manager

Job SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and getting new accounts in the system. Roles & ResponsibilitiesAchieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicingAcquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail BrokingWorking closely with compliance, legal, and other departments to provide holistic service & support to clienteleCollaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions.Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaignsConduct continuous capital market research to be updated on the latest trends.Responsible for building AUM and revenue generation as per company benchmarks.Candidate Profile & Skill RequirementsBachelors Degree in Finance or related business field.2+ years experience in an RM position in the BFSI industry.NISM Exam clearance & renewal as per requirement.Exceptional interpersonal communication and

Building and maintaining profitable relationships with key customers.Overseeing the relationship with customers handled by your team.Resolving customer complaints quickly and efficiently.Keeping customers updated on the latest products in order to increase sales.Meeting with managers in the organization to plan strategically.

Developing and sustaining long-lasting relationships with customers.Developing in-depth knowledge of company products. Analyzing competitors' products to determine product feature, benefits, shortfalls, and market success.

Build and maintaining profitable relationships with key customers.Oversee the relationship with customers handled by your team.Resolve customer complaints quickly and efficiently.Keep customers updated on the latest products in order to increase sales.Expand the customer base by up selling and cross-selling.Understand key customer individual needs and addressing these.Meet with managers in the organisation to plan strategically.

To attain profound knowledge of the modular furniture industry.2. Identify potential clients in the target market and complete appropriate research on the prospective clients business and equipment needs 3. Organising sales visits, demonstrating and presenting products.4. Make new connections with Interior/Architect (or) dealer5. Develop relationships with prospective clients, while maintaining existing client relationships6. Partner with sales teams to create contract-winning proposals for current and prospective clients7. Reviewing sales performance.8. Negotiating contracts and packages.9. Aiming to achieve monthly or annual targets.10. Growing company's customer base

b2b sales , casa knowledge .

1. To attain profound knowledge of the modular furniture industry.2. Organising sales visits.3. Demonstrating and presenting products.4. Make new connections with Interior/Architect (or) dealer5. Reviewing sales performance.6. Negotiating contracts and packages.7. Aiming to achieve monthly or annual targets.8. Growing company's customer base

Designation- Relationship managerChannel-Agency channelProduct-InsuranceKey Responsibilities:Recruitment & Training: Attract and onboard talented agents, provide comprehensive training, and ensure they are equipped with the knowledge and tools to succeed in selling insurance.Sales Management: Establish clear sales targets, monitor agent performance, and provide the necessary support and guidance to help agents meet or exceed their goals.Relationship Management: Build and maintain strong, productive relationships with agents, offering support and motivation to foster long-term success.Market & Competitor Insights: Stay informed about industry developments and competitor activities, adjusting strategies as needed to maintain a competitive edge.Compliance & Reporting: Ensure that agents adhere to all regulatory standards and company policies. Provide regular reports on agent performance and sales progress to senior management.