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Relationship Manager Job Vacancies in Nagapattinam

Customer Relationship Customer Service BFSI Negotiation Skills
We are looking for 50 Relationship Manager - LAP/MF/HF - Field Related job Posts in Kumbakonam, Thanjavur, Tiruchirappalli/Trichy, Perambalur, Mayiladuthurai, Puducherry, Pudukkottai, Aranthangi, Pudukkottai, Lalgudi, Thottiyam, Namakkal, Krishnarayapuram, Chidambaram, Cuddalore, Cuddalore, Villapuram, Madurai, Virudhachalam, Neyveli, Sirkali, Nagapattinam, Thiruvarur, Mannargudi, Thiruthuraipoondi, Panruti, with deep knowledge in Customer Relationship, Customer Service, BFSI, Negotiation Skills and Required Educational Qualification is : Higher Secondary, B.A, B.C.A, B.B.A, B.Com, B.Sc, Post Graduate Diploma, Any Master Degree
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Relationship Manager

Skywings Advisors Private Limited

Banking Sales Client Manager Customer Relationship
Designantion: Relationship ManagerDepartment: Sales / Customer Relationship / Client ServicesCTC: 4LPA + TAKey Responsibilities:Client Engagement & Relationship Management:Serve as the primary point of contact for assigned clients.Build and maintain strong, long-lasting customer relationships.Understand client goals and financial needs (for banking/insurance roles).Ensure high levels of customer satisfaction through excellent service.Business Development:Identify cross-selling and up-selling opportunities.Acquire new clients through referrals, leads, or walk-ins.Meet assigned sales and service targets.Product/Service Advisory:Recommend suitable products and solutions based on client profiles.Provide timely updates and information about new services or policy changes.Assist in onboarding, documentation, and post-sales service.Market Intelligence:Stay informed about market trends, competition, and regulatory requirements.Provide feedback to product and marketing teams for service improvement.Compliance & Reporting:Ensure all client interactions comply with internal policies and regulatory standards.Maintain accurate client records and interaction history in CRM systems.Prepare regular reports on client status and performance metrics.Interested Candidates can mail their Resumes to:anjali.gussain@skywingsadvisors.comor send on this whtasaap no. +91 99978 16063
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Relationship Officer

Skywings Advisors Private Limited

Customer Relationship Customer Service Bancassurance Direct Channel Agency Channel Life Insurance BFSI
Key Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.
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Relationship Officer- Bancassurance (Full Time)

Skywings Advisors Private Limited

Sales Insurance Bancassurance
ABOUT US:Established in 2008, Canara HSBC Life Insurance Company Limited is a joint venture promoted by Canara Bank (51 per cent) and HSBC Insurance (Asia Pacific) Holdings Limited (26 per cent). Punjab National Bank is also a shareholder of the Company, holding 23 per cent as an investor. One of the major bancassurance conglomerate with its head office at Gurugram, Haryana and more than 100 branch offices pan India, brings together the trust and market knowledge of public and private banks. For more than 15 years now, the Company sells and services customers though multi-channels and well diversified network of Canara Bank and HSBC, located in Tier 1, 2 and 3 cities of the country. 1) No of vacancies: - 2) Designation - Relationship Officer/Senior Relationship Officer/Executive Relationship Officer/Sales Manager.3) Salary Range - 2.25 to 6.50 Lacs + Incentives (Exceptional CTC will be Given Profile fitment and as per locations. Employee can also participate in various flagship R and R schemes like CEO club, CDO club, various contests, fast track promotion nomination basis performance.4) Ideal Profile: - Candidate from Insurance (Banca/BFSI, NBFC, Bank, Mutual Funds, Health Insurance, General, Credit Cards, Micro-finance) will be preferred. 5) Age Limit - Up to 356) Minimum Education - Graduate7) Candidate should have all employment docs & education docs.8) Candidate should come along with their incentive earned, promotion taken, etc. proofs of current/previous organization.9) For SROs, EROs & SMs candidate should have a good working knowledge of Wealth ManagementNote: Candidates with stability in CV are preferred choice for selection. Please note candidate should clearly mentioned sourcing vendor name on top of their C.V and confirm position and channel applied without these details source will not be considered. Also be noted that Hiring Partners should send position wise tracker along with CVs with hiring managers daily by end of the day & On
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