Array ( [0] => relationship-manager [1] => pudukkottai ) Relationship Manager Jobs in Pudukkottai,Relationship Manager Job Vacancies in Pudukkottai Tamil Nadu
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Relationship Manager Job Vacancies in Pudukkottai

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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Business Relationship Manager

NIIT Ltd

Branch Incharge
Relationship Manager with good salary all tamilnadu
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Hiring Fresher - Relationship Manager - Puducherry/Cuddalore/Madurai

Equitas Small Finance Bank

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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Online Interview For Branch Relationship Manager Jobs (Freshers)

NIIT Ltd

Strategic Communication Convincing Power
and inclusive boarding, lodging, and study materials. NIIT+1Learn for Jobso Axis Young Bankers Program (ABYB): A comprehensive multi-stage program including 2 months residential training, 3 months paid internship (24,491/month), and 5 months on-the-job training, leading to a role as Branch Relationship Officer with an annual CTC of approx. 4.42 LPA
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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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Hiring For Relationship Officer

Skywings Advisors Private Limited

BFSI Home Loans Mortgage Loans Housing Loan Loan Against Property Working Capital MSME Business Loan Personal Loan Officer Mortgage Loan Officer
Responsible for quality customer acquisition as per product bouquet of the business. Adherence of the process and policies of the Bank while maintaining banking relationship with customers with close coordination with relevant teams.To source loan clients in line with the business plan and target.Creating and maintaining strict credit discipline and ensuring zero default in recovery.Monitor the loan portfolio conduct loan utilization checks and regular monitoring visits. Ensure compliance with policies, procedures & practices and continuously contribute to their improvement.Accurate and timely record keeping and reporting.Understanding customer needs and responding to customer queries & issues to ensure customer satisfaction.Completion of loan contracts by explaining provisions to applicant; obtaining signature and notarization; collecting fees. Any other work assigned to you from time to time.
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Relationship Manager

MSE FINANCIAL SERVICES LIMITED

Marketing Customer Relationship Interpersonal Skills Negotiation Skills
1. Attending morning meeting to discuss strategy for the day.2. Promote Focus Product of the month.3. Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems.4. Generate revenue from new and existing clients.5. Acquiring new and old clients through the data base.6. Conduct activities for Client Acquisition and Financial Planning.7. Develop and maintain strong liaisons with the clients for repeat business or referrals.
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Opening For Relationship Manager

MSE FINANCIAL SERVICES LIMITED

Customer Relationship Negotiation Skills Customer Service Share Market Share Trading Share Broking Equity Broking Equity Sales Derivatives Trading Client Handling
Job description:1. Attending morning meeting to discuss strategy for the day.2. Promote Focus Product of the month.3. Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems.4. Generate revenue from new and existing clients.5. Acquiring new and old clients through the data base.6. Conduct activities for Client Acquisition and Financial Planning.7. Develop and maintain strong liaisons with the clients for repeat business or referrals.Desired Candidate Profile:1. Above one year of experience in relationship management or sales role within the broking industry.2. Strong knowledge of Equity market, commodity market, Mutual fund & other financial products.3. Excellent communication skills for building strong client relationships and negotiating deals.
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Relationship Officer (1-7 Years)

Skywings Advisors Private Limited

Life Insurance
Post: - BDM - bancassuranceKey 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. New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time5. 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.6. 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. Know all the branch managers, relationship managers & employees of all assigned branches on a personal level7. 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.8. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced
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Customer Relationship Manager

Catapult

  • 1 - 3 yrs
  • 2.3 Lac/Yr
  • Tiruchirappalli
Customer Relationship Customer Support Convincing Power
sales executive for finace sector ( loan process )
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