Relationship Manager Job Vacancies in Eluru

About Lucia: Fast-growing financial services company in Eluru offering investments, loans, insurance and advisory.Role: Manage and grow a portfolio of high-value clients and guide Relationship Executives.Responsibilities: Grow client investments (AUM); Run portfolio reviews and recommend products; Acquire HNI clients through referrals; Coach Relationship Executives; Ensure KYC and compliance; Meet revenue targets.Requirements: Graduate/MBA Finance; 3+ years in wealth management, broking, banking or insurance with a client book; NISM V-A/VIII preferred; Fluent Telugu and English; Local network a plus.We offer: Fixed salary + incentives; NISM training support; clear growth path. On-site at 1st Floor, Sri Sai Complex, D Mart Road, Eluru 534002 (Mon-Sat).Apply: Email your CV to manoj.luciafinserv@gmail.com with subject Relationship Manager - Eluru.

Banca channel Job description - Job description :- Work on assigned leads (given by Nationalize Banks) and generate referrals from every visit that's made to customer- Achieve sales targets as assigned by the organization month-on-month basis- Cross sell and up sales Life Insurance products based on the life cycle needs of the customers and as defined by the organization.- Meeting the customers to solicit insurance products based on appointments in the course of daily activities- Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis- Strict adherence to organizations policies and processes.- Provide accurate forecasts, updates and requested reports to reportingmanager

1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) The purpose of this job is to execute sales operations and source/ manage ground-level client relationships for the Direct channel (builders, connectors, brokers, references, etc.) in line with assigned sales targets and focus areas. It also coordinates with Risk and Operations teams to ensure compliant and efficient sales operations, and portfolio health.2) Dimensions: Mention quantitative or qualitative parameters that are relevant for the job and provide a better understanding of the scope and scale of the job. Business Workforce Number Unit Workforce Number Function Workforce Number Department Workforce Number Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter 3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section Organizational ContextKey Aspects:Part of the Aditya Birla Capital Limited, Aditya Birla Housing Finance Limited (ABHFL) is registered with the National Housing Bank as a housing finance company under the National Housing Bank Act, 1987. The company offers a complete range of housing finance solutions such as home loans, home improvement and home construction loans, balance transfer and top-up loans, loans against property and construction finance. The company acquired its license on 9th July 2014 and has aggressive growth plans.ABHFL has grown at a steady rate while reporting good asset quality despite challenges in the operating environment. While the industry is dominated by five large groups, there has been an emergence of segments like Affordable and self-employed borrowers, given the high potential in these segments. Despite increased focus by banks, HFCs have been able to maintain their sh