Relationship Manager Job Vacancies in Salem

Join our team as a Customer Care Executive in Salem, India. As a graduate with 0-2 years of experience, you will be responsible for handling customer inquiries, resolving issues, and providing excellent service. Your key responsibilities include answering phone calls, responding to emails, and addressing customer concerns promptly and professionally. Additionally, you will be expected to maintain customer records accurately, escalate complex issues to the appropriate department, and strive to meet customer satisfaction goals. The ideal candidate will have strong communication skills, be detail-oriented, and possess the ability to multitask effectively. A customer-centric mindset, problem-solving skills, and a positive attitude are essential for success in this role. Work from office environment offers a dynamic and collaborative work setting to enhance your customer care skills.

As a Relationship Manager, you will be responsible for building and maintaining positive relationships with clients. Your key responsibilities will include meeting with clients to understand their needs and concerns, providing them with personalized service, and resolving any issues they may have. You will also be expected to upsell products or services to existing clients to increase revenue.To excel in this role, you should have excellent interpersonal and communication skills, as well as the ability to build rapport with clients. A strong customer service orientation and problem-solving skills are also essential. Additionally, you should be detail-oriented, organized, and able to work independently in a remote work environment. A willingness to learn and adapt to new technologies and processes is also important for success in this role. While no prior experience is required, a graduate degree in a relevant field is preferred.

Job Summarysales Executive - Maleyou have to Promote Our Product to the Commercial Customer/corporate/educational Institutions, Etc.responsibilities and Dutiesyou Should Go and Meet the Customer's At Their Door Steps for Getting Ordersrequired Experience, Skills and Qualificationsfresher/experiencedbenefitsour Product Can Be Easily Marketed.

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

Field sales Two wheeler mandatory Timing 9 am to 7 pm Personal loan sales

Job Role & Responsibilities:Build and maintain strong relationships with bank staff (RMs, BMs) at assigned branches.Drive life insurance business from the bank's customer base through branch leads and walk-ins.Generate leads by engaging with the bank's existing customers and promoting life insurance products.Conduct regular training and awareness sessions for bank staff to enhance product knowledge and increase referrals.Achieve monthly and quarterly sales targets for life insurance policies.Ensure proper documentation, application processing, and policy issuance.Handle post-sale services such as policy servicing, renewals, and customer queries.Maintain MIS and daily activity reports.Stay updated with product features, compliance guidelines, and underwriting norms.Key Skills:Strong interpersonal and relationship-building skillsSales-driven and target-orientedGood knowledge of banking and insurance productsAbility to work collaboratively with bank staffEffective communication and presentation skillsEligibility Criteria:Qualification: Graduate / PostgraduateExperience: 15 years of experience in life insurance/banking/financial servicesPreferred: Prior experience in banca channel or insurance sales through bank partnersInterested Candidates can send their resume on anjali.gussain@skywingsadvisors.com or 9997816063

Walk-In Interview for Back Office Executive!! DetailsGender: Male / Female.Qualification: Any Graduate.Experience: 0 to 5 year.Salary: 18,000/- to 40,000/- On Roll Job.No. of Positions: 15 openings.Interested Candidates can send their resume at WhatsApp or Contact: 9176618894

We are looking for a qualified Customer Support Executive to manage a team of representatives who will offer excellent customer service and after-sales support. You will create policies and procedures and oversee the customer service provided by the team. The Customer Support Executive will be responsible for the selection of staff in the hiring process and ensure that a standardized level of service is maintained for all customers.To be successful as a customer support executive, you should display excellent interpersonal and communication skills as well as a professional appearance. These skills will prove invaluable when mentoring the representatives in your team and mediating with customers. An outstanding customer support executive should possess a proven track record of successful customer service and management skills.Customer Support Executive Responsibilities:Managing a team of representatives offering customer support.Overseeing the customer service process.Resolving customer complaints brought to your attention.Creating policies and procedures.Planning the training and standardization of service delivery.Selecting and hiring new staff.Monitoring the work of individual representatives and of the team.Conducting quality assurance surveys with customers and providing feedback to the staff.Possessing excellent product knowledge to enhance customer support.Maintaining a pleasant working environment for your team.Customer Support Executive Requirements:A bachelors degree in administration or a related field.A minimum of 3 years experience.Excellent interpersonal and written and oral communication skills.Ability to lead a team.Knowledge of CRM systems.Computer skills.Knowledge of mediation and conflict resolution techniques is preferable.

Agent Recruitment

Job Tittle ; Agency Development Managerdepartment : Agencyreporting to : Agency Partners Mgt/ Partners

A relationship officer builds and maintains relationships with clients to help meet their financial needs. They may work in banking, corporate, or customer service. Responsibilities Build relationships: Build and maintain strong relationships with clientsProvide advice: Provide financial advice and recommend productsResolve issues: Resolve client issues and ensure high levels of customer satisfactionIdentify opportunities: Identify new business opportunitiesManage accounts: Manage client accounts and portfoliosCross-sell: Cross-sell products and services to clientsAnalyze: Analyze financial requirements and risk tolerance of clientsCommunicate: Communicate with clients about changes to products and servicesEnsure compliance: Ensure that credit applications are processed on time and that facilities are renewed on time

AGE Limit : 26 yrsKey responsibilities of a Relationship Officer may include:Client Acquisition and Management:Actively seeking new clients, identifying potential business opportunities, and managing a portfolio of existing clients. Needs Analysis:Conducting thorough client consultations to understand their financial goals, risk tolerance, and specific needs. Product Recommendation:Presenting and recommending suitable financial products and services aligned with client needs, including loans, investments, insurance, and banking solutions. Relationship Building:Maintaining regular communication with clients, providing updates on their accounts, and proactively addressing any concerns. Cross-Selling and Upselling:Identifying opportunities to cross-sell additional products and services to existing clients to maximize business potential. Customer Service:Handling client inquiries, resolving issues promptly, and ensuring a positive customer experience. Compliance and Reporting:Adhering to all regulatory requirements, maintaining accurate client records, and providing necessary reports to management.

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.

GRADUATION : Any DegreeAGE LIMIT : 33 yearsCustomer service: Provide answers to customer questions, handle complaints, and ensure customer satisfaction Client development: Identify new clients and opportunities, and develop strategies to retain existing clients Product and service advice: Recommend products and services to clients, and act as an advisor on service options Communication: Communicate with clients, and work with sales and marketing teams Problem-solving: Identify problems, determine causes, and prioritize solutions Trend analysis: Analyze communication strategies, negotiations, and contracts to identify trends

A key relationship manager is a professional who builds and maintains relationships with a company's clients or customers. They work to ensure customer satisfaction and retention by understanding their needs and providing personalized service.Relationship management has two areas of focus: clients and business partners. Relationship managers use data to look for trends and problems and analyze communications, contracts, and negotiations. The insights are used to refine company practices.The primary role of relationship managers is to ensure customer satisfaction and retention by understanding their needs, preferences, and concerns and providing personalized service and support.

Relationship managers are responsible for building and maintaining strong client relationships, addressing client inquiries and requests, identifying business opportunities, and collaborating with internal teams to ensure smooth service delivery.Relationship managers frequently report to chief executives like CEOs or CFOs, though they may also report to the head of a sales department or customer service department depending on the exact business hierarchy.They have excellent listening skills and can anticipate their clients' needs. They're also proactive in addressing any issues or concerns and can provide solutions quickly and efficiently.

To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship and Motivate branch staff to help generate leads. Providing complete policy details and after sales services to clients.Desired Candidate Profile Age between 23 - 35 yrs At least 1 year of Sales experience in Insurance or Banking Sector Good Communication Skill Should be good at creating and maintaining Relationships. Unstoppable & Unshakeable Attitude

We're Hiring!Position: Relationship OfficerLocations: Coimbatore, Tirupur, SalemExperience: Minimum 2 years in NBFC; experience in Forex and Travel is preferredAdditional Requirements: Male candidates with proficiency in local languages are preferredIf you have a strong background in NBFC and a passion for relationship management, we want to hear from you! Apply now to join our dynamic team.#Hiring #RelationshipOfficer #CareerOpportunity #NBFC #Forex #Travel

Education: Any Degree, Except B.E/B.Tech and MBARole & responsibilities: Cash handling Handling customer queries Mix of Sales Bank passbook entry Account openingKey Skills: Client Servicing Communication SkillExperience range: FresherContact No: HR GAYATHRI 9952941253

the Relationship managers is to ensure customer satisfaction and retention by understanding their needs, preferences, and concerns and providing personalised service and support.They give clients personalized advice, build rapport and provide quick responses to their inquiries. Relationship Managers analyze the company's communication strategy, negotiations and contracts to identify trends that can improve organizational procedures.

A Sales Officer is responsible for selling a company's products or services. Their duties include acquiring new customers, managing client relationships, understanding and presenting products, negotiating deals, and meeting sales targets. They need to stay informed about market trends.Leadership skills also include the ability to give clear and constructive feedback to improve the skills of individual sales professionals. Other skills a sales executive might need include: Negotiation. Basic math and business knowledge.ommon tasks that salespeople undertake in their work include: developing relationships with new and existing clients or customers. devising new sales strategies to increase profits. being available to customers to answer queries or respond to complaints.

Attending morning meeting to discuss strategy for the day. Develop and maintain a long term relationship with clients. Focus on generating new business. Generate brokerage through advising clients on their equity portfolio. Need to be constantly updated with the market knowledge. Ensure all the activities are in adherence as per the compliance and risk policy. Periodical meeting with the Client.

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.

Sales & Business Development:Drive life/health/general insurance sales through assigned bank branches.Achieve monthly/quarterly sales targets and productivity norms.Ensure cross-selling of appropriate insurance solutions to bank customers.Relationship Management:Build and maintain strong relationships with bank staff (branch managers, relationship officers, etc.).Train bank staff regularly on product knowledge and sales skills.Customer Service:Assist bank customers with insurance queries and claims support.Ensure high levels of customer satisfaction and policy persistency.Operational & Compliance:Ensure proper documentation and adherence to underwriting guidelines.Follow all regulatory and compliance standards set by IRDAI and the insurer. Key Requirements:Education: Graduation (mandatory), MBA preferred.Experience: 15 years of experience in banking, insurance, or financial services.Skills:Good communication and interpersonal skills.Sales-driven mindset with customer-first approach.Ability to build strong partnerships with bank staff. Key Performance Indicators (KPIs):Sales targets (monthly/quarterly).Lead conversion ratio.Activation rate of bank branches.Policy persistency and renewals.Interested Candidate can mail there resume:-shagun.singh@skywingsadvisors.com

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.com or send on this whtasaap no. +91 99978 16063

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

Salary :19kDomain : Business Loan, Mortgage loan Gender : Male ( fresher & Exeperienced )Age limit : 35 yrs belowA Business Loan Executive job involves acquiring and managing business loan clients, understanding their financial needs, evaluating loan applications, and ensuring compliance with bank regulations, while also contributing to sales targets and building strong client relationships. Here's a more detailed breakdown of the key responsibilities and requirements:Key Responsibilities:Client Acquisition and Relationship Management:Identify and acquire new business loan clients. Build and maintain strong relationships with existing clients. Understand client's business needs and financial goals. Provide financial advice and solutions to meet their needs. Loan Application Evaluation and Processing:Evaluate loan applications and documentation. Assess the creditworthiness of potential borrowers. Prepare and submit loan applications to the relevant authorities. Ensure compliance with bank regulations and policies. Sales and Target Achievement:Meet and exceed sales targets for business loan products. Promote and market business loan products to potential clients. Cross-sell other bank products and services to existing clients. Documentation and Compliance:Ensure all loan documentation is complete and accurate. Adhere to all relevant bank regulations and policies. Maintain accurate records and reports. Customer Service:Provide excellent customer service and address client queries promptly. Follow up with customers throughout the loan approval process