Relationship Manager Job Vacancies in Durgapur

Key Responsibilities:Branch Operations & ComplianceSupervise daily branch operations to ensure seamless functionality.Ensure adherence to SEBI regulations and company policies.Conduct regular audits and maintain operational discipline.Business Development & Revenue GrowthDevelop and implement strategies to achieve branch revenue targets.Identify new business opportunities and increase client acquisition.Drive sales of equity, derivatives, mutual funds, and other financial products.Client Relationship ManagementBuild and maintain strong relationships with HNI, retail, and corporate clients.Address client queries and ensure prompt resolution of concerns.Promote personalized client service and offer suitable financial solutions.Team Leadership & Performance ManagementLead, mentor, and motivate the branch team to achieve sales targets.Monitor team performance and provide regular feedback.Conduct training sessions to enhance product knowledge and sales skills.Risk Management & ComplianceEnsure branch operations comply with SEBI regulations and internal policies.Identify risks and implement appropriate mitigation measures.Conduct periodic risk assessments and maintain reports.Dealing & Trade ExecutionExecute client trades in equity, derivatives, and other financial instruments.Ensure accurate and timely order execution while adhering to regulatory norms.Assist clients with market insights, trading strategies, and risk management.Reporting & MISPrepare and submit branch performance reports to senior management.Maintain records of sales metrics, client feedback, and operational activities.Utilize MIS reports for performance analysis and decision-making.Key Skills Required:In-depth knowledge of stock markets, trading platforms, and SEBI regulations.Proven leadership and team management abilities.Strong business development and client acquisition skills.Excellent communication, negotiation, and problem-solving skills.Ability to work under pressure and achieve business targets.Qualification:Bachelors/Masters degree in Finance, Business, or related field.

Job Summary:The Relationship Manager will be responsible for building and maintaining strong relationships with clients, ensuring high levels of customer satisfaction, and driving business growth through effective relationship management strategies. This role involves understanding clients' needs, offering tailored solutions, and acting as a trusted advisor to enhance client loyalty and retention.Key Responsibilities:-Client Relationship Management: Develop and nurture long-term relationships with clients, ensuring their needs are met and exceeded.Business Development: Identify and pursue new business opportunities within existing client portfolios and potential new clients.Client Support: Provide exceptional support to clients, addressing their queries, concerns, and feedback promptly and effectively.Collaboration: Work closely with internal teams, including sales, marketing, and customer support, to ensure a seamless client experience.Account Management: Manage and monitor client accounts, ensuring all services are delivered as agreed and any issues are resolved efficiently.Reporting: Prepare and present regular reports on client interactions, satisfaction levels, and business development progress to senior management.Market Analysis: Stay informed about industry trends, competitors, and market conditions to provide clients with relevant insights and recommendations.Contract Negotiation: Negotiate contracts and agreements with clients to ensure mutually beneficial outcomes.Client Retention: Implement strategies to retain clients, reduce churn, and increase customer lifetime value.Compliance: Ensure all client interactions comply with company policies and industry regulations.Skills:Strong communication and interpersonal skills.Ability to build rapport and trust with clients.Excellent problem-solving and negotiation skills.Proficient in CRM software and Microsoft Office Suite.Strong analytical skills with the ability to interpret data and trend

Graduation or Above.Age 21 to 38 years.Minimum 7 Months experience in the BFSI Sector.Fresher's Can't Apply.Bike.

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.

Work with the agent on planning and evaluating activities and goals. Identify the training needs of the agency and work with Trainers to improve the same. Maintain Daily Reports. To find new leads. Research and identify new business opportunities. Meeting planned sales goals. Setting individual sales targets with the sales team.

To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.Liability Product selling, education on product featuresAcquire new customers through referrals from existing customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profile.Enhance the Overall value/book size of the portfolioMaintain the overall quality / hygiene parameters of the portfolioCross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI BondsJoint calls being done along with Supervisor as per defined processAdvisory services to be offered based on the customers requirement.Attrition control of customersAchieving MTD and YTD Revenue TargetsAchievement of income plans and other benchmarks within portfolioRequirementsEducational Qualifications: Graduation/Post-GraduationCertifications:NISM V-A CertificationIRDA CertificationNCFM Certification (Optional)CAIIB (Optional)Internal CertificationGI certificationKey Skills:Sales and Influencing SkillsBanking Product & Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsCommunicationKnowledge of Competition & Current trends in financial Industry.Experience RequiredExposure to banking, Banca insurance, Wealth Management are encouraged to apply

A customer service manager oversees a team of people who respond to inquiries from prospective, current and past customers. A successful customer service manager uses both technical expertise and interpersonal skills to run a contact center. The person is a manager and a leader.

Walk-In Interview Is Going On---Job Type - Full Time - Permanent Job ....Hiring Process - Face to Face Interview...... Job Location - All Over West Bengal (Distirct Wise Selection)... Post Hiring - Back Office Branch Executive Office Executive Qualification -HS Pass, Graduation, Post-Graduation Age - 18 years to 29 years Good Communication Skill Preferred Also Having Computer knowledge Will get Preference.....Contact On - HR Enrol (For Interview Updated Resume, ID Proof & Candidate must be Formal with all the Qualification Documents)....Salary -15000 to 25000 (Monthly) Benefit - P.F E.S.I Incentive Medical Roles And Responsibilities - Core Banking Responsibilities. Branch Banking Direct.For Your Interview Schedule

HS Pass And Any Graduate Can Apply _ Fresher Selection For Corporate Bank Service _ Hiring For CUSTOMER SERVICE OFFICER Profile And OFFICE EXECUTIVE Profile _ Required Good And Quality Candidates For This Profile _ Post Are - CASA Officer / Accounts Opening Department / Customer Verification Executive / Branch Relationship Manager _ Need Criteria For The Post - AGE BETWEEN 18 years to 29 years _ HS Pass And Any Graduate Can Apply _ For Interview Schedule Candidates Can Send Their CV To The Whatsapp - ( Call Between 10:00 am To 06:30 pm )

1) Responsible for generating sales with existing customers and developing opportunities with new customers within assigned territory.2) Schedule and conduct weekly sales meetings, achieving targets and to be compliant with operations process.3) Need to drive your individual sales targets and collections.4) Converting prospects into customers by showcasing appropriate primary Residential Properties to the Prospects, while matching the investment need of the prospects.5) Lead generation through calls, Emails, ATL, BTL activities and other available resources.6) Maintaining proper reports of daily sales activity to map performance. Leads Hygiene Providing proper feedback on leads assigned.7) Strong clients focus including pre and post sales services for long term wealth retention.Attractive incentives, mobility across region, fast track growth and equity ownership superior performers.

Handling existing and new bank customers of our banking partners Generate a Lead of prospective customers from employees of the bank Build a relationship with managers and officers of our channel partners Provide pre and post-sales support to customers and employees of partners Help your team to close the leads into sales Identify the customers' financial requirements and suggest a suitable insurance policy Secure business of life insurance through assigned banking/broking partners