Relationship Manager Graduate Jobs in Vadodara

As a Relationship Manager in Vadodara, you will play a crucial role in building and maintaining strong relationships with clients. This position is perfect for individuals who are new to the field or have up to two years of experience.**Key Responsibilities:**- **Client Engagement:** You will interact with clients to understand their needs and preferences, ensuring their requirements are met with the best possible solutions.- **Account Management:** You will manage client accounts, ensuring accurate and timely response to inquiries, addressing concerns, and providing necessary support.- **Business Development:** Actively seek new client relationships and opportunities for expanding the companys customer base, contributing to revenue growth.- **Service Coordination:** Work closely with internal teams to ensure proper execution of services and delivery, maintaining high customer satisfaction levels.- **Feedback Collection:** Regularly gather client feedback to improve services and address any areas of concern, helping to foster long-term loyalty.**Required Skills and Expectations:**Candidates should possess strong communication skills to effectively convey information and build rapport with clients. A good understanding of customer service principles and a passion for helping others are essential. Attention to detail is crucial, as you will need to follow up on various client requests and maintain accurate records. Basic knowledge of the industry will be beneficial. The ability to work in a team and adapt to changing situations is also expected, as you will collaborate with various departments to meet client needs.

As a Relationship Officer in Vadodara, India, you will be responsible for maintaining and enhancing relationships with customers. Your key responsibilities include establishing rapport, addressing customer inquiries, and resolving complaints in a timely manner. You will also need to cross-sell products and services to meet sales targets and ensure customer satisfaction. Excellent communication and interpersonal skills are required, along with the ability to multitask and work well under pressure. Additionally, attention to detail, problem-solving abilities, and a customer-centric approach are essential to succeed in this role. This full-time position will require you to work from the office, so a high level of professionalism and commitment to the job is expected.

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

Roles and ResponsibilitiesOpening For Relationship Manager - Direct SalesPosition : Relationship ManagerDepartment : Direct MarketingExperience : 1 to 7 yearsLocation : BarodaCTC : upto 2.4 to 4 LacsKey Responsibilities :*Achieve the set business targets on ANP and case count*Acquire New Customer through following:-Leads-Natural market-References-Orphan base*Fix meetings with the prospects to conduct need analysis and explain products*Up-sell & Cross Sell the Orphan Base of Customers allocated.*Follow up on their database / leads provided by Lead System (Orphan/ New Prospects).Desired Candidate Profile*Good experience & knowledge of Insurance Sales*Should have atleast 1 year experience into Life Insurance..Fresher can also apply..* Candidates with Direct working experience is desirable*Good Communication SkillsInterested & relevant candidate please mail your resume on jobsindm@yahoo.com or +91 9409642479Perks and BenefitsBest in IndustryIndustry :-Type InsuranceFunctional Area:-Financial Services, Banking, Investments, Insurance

Field SalesLoan Disbursement and Collection / Recovery

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

NBFC Relationship Manager LAP, Home Loan, EXP. 0 TO 3 if interested share resume

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

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.

Designation - Relationship Manager (Direct Marketing Channel)No of Position - 6o Age: Up to 35 yearso Education: Graduateo Experience: Min 6 months of LI experience is mandatory OR min 1 year of salesexperience in BFSLI ( i.e. non-LI)o Industry: BFSI onlyo Conveyance: should have a two-wheeler in Non-metro citieso Salary: Up to 3.5 LPAo Documents to be brought at the time of interview by the candidate so that HR can verify& release the provisional offero On-spot provisional offer will be given if CTC to be offered is within 3.5 lacs anddocuments in place

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

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.

b2b sales , casa knowledge .