Relationship Manager Job Vacancies in Tumkur

Key Responsibilities:Identify and acquire new clients for business products/servicesBuild and maintain strong client relationships for long-term engagementUnderstand client needs and offer appropriate financial or business solutionsFollow up on leads generated through various channels (online/offline)Maintain regular contact with existing customers to ensure satisfaction and upsellingAssist in documentation, onboarding, and post-sales supportCoordinate with internal teams to resolve client queries or issuesMeet daily/weekly/monthly sales and relationship goalsMaintain accurate client data and activity logs in CRMRepresent the company at client meetings, events, and partner engagements

Kotak general insurance is one of the leading general issuance company deals with motor, health , home insurance.we are looking for our Bancassursnce channel handling bank branches .Pushing bank staff to drive general insurance products

Designation- Relationship officer - bancaCTC- 3.5 LPA Key Responsibilities:Sales Growth & Target Achievement:Drive sales of life insurance products through the banca channel.Meet or exceed sales targets and KPIs set by the company.Develop and implement sales strategies to maximize business opportunities.Relationship Management:Build and maintain strong, long-term relationships with key bank partners.Collaborate with the banks sales and branch teams to generate leads and increase sales.Conduct regular training sessions for bank staff on life insurance products and sales techniques.Training & Support:Ensure that bank employees are fully equipped with product knowledge, sales tools, and techniques.Provide ongoing support to the banks sales team and guide them through the sales process.Lead Generation & Conversion:Proactively generate leads through bank branches and customer networks.Convert leads into customers by recommending appropriate insurance solutions.Compliance & Documentation:Ensure compliance with regulatory guidelines, internal policies, and bank protocols.Oversee the complete process of documentation, policy issuance, and follow-ups with customers.Market Insights & Reporting:Monitor competitor activities and industry trends.Provide market feedback to senior management for strategic planning.Prepare and submit regular sales reports, tracking KPIs and progress towards targets.Customer Service & Retention:Ensure high-quality customer service by addressing client queries and concerns.Focus on retaining existing clients by promoting renewals and cross-selling products.Interested People can contact- ishita.yadav@skywingsadvisors.com or 9997994284

We are HIRING for a Relationship Manager NEXA for our Organization RNS Motors Pvt Ltd, to be stationed in Nelamangala in Bangalore. The Relationship Manager (RM) is responsible for managing customer relationships, driving car sales, and providing an exceptional buying experience at the NEXA showroom. The RM will engage with potential customers, understand their needs, suggest suitable car models, and ensure customer satisfaction throughout the sales process.Key Responsibilities:Customer Interaction & Sales:Engage with walk-in and referred customers at the NEXA showroom.Understand customer preferences, budget, and requirements to recommend suitable NEXA models.Conduct test drives and explain vehicle features, benefits, and financing options.Maintain a high level of product knowledge about NEXA cars, features, and competitors.Lead Management & Follow-ups:Maintain and follow up with leads generated from various sources (walk-ins, referrals, online inquiries, events, etc.).Ensure timely follow-ups via phone, email, and WhatsApp to nurture potential buyers.Maintain a strong relationship with existing customers for repeat sales and referrals.Documentation & Financing Assistance:Assist customers with the car booking process, loan approvals, and documentation.Coordinate with banks/finance teams for smooth loan processing.Ensure timely completion of vehicle delivery formalities.Customer Service & Retention:Provide an outstanding customer experience throughout the purchase journey.Address customer queries and resolve concerns professionally.Stay connected with customers post-sale for feedback, service reminders, and future purchases.Achieving Sales Targets & Reporting:Work towards achieving individual and showroom sales targets.Keep records of sales performance and submit regular reports to the sales manager.Stay updated on market trends and competitor pricing.

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.

Responsibilities of candidates include:Secure Loan sales, managing customer relationshipcommunicating with customers, field visit for salesLead Generation and ensuring sales growthbuilding sales strategies and developing business