Relationship Manager Job Vacancies in Zirakpur

Required Skills & CompetenciesProven experience in field sales / Tally sales (minimum 2 years).Strong communication, negotiation, and presentation skills.Good knowledge of Tally ERP and its modules.Ability to work independently and meet deadlines.Strong problem-solving attitude and client-handling skills.

Must have in casa , mutual fund, portfolio

Relationship Officer Roles & Responsibilities Build and maintain relationships with clients, customers, and partners through regular communication and engagement activities. Understand client needs, preferences, and expectations to provide personalized service and support. Meet sales targets and performance metrics, such as revenue goals, client satisfaction ratings, and retention rates. Keep updated on industry trends, market developments, and competitor activities to identify opportunities and challenges. Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile. Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls Resolution of queries for all managed clients within TAT specified. Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, and seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals. Generate 2x revenue of salary per month for the company from set of wealth products (Stocks/MF/AIF/PMS/Insurance/Global offerings/Etc) and ensure no mis-selling complaints.Typical Duties Include Managing portfolio of assigned clients. Understanding client priorities, challenges, and objectives. Communicating product/service offerings and capabilities. Making recommendations to address client needs. Sharing client feedback with internal teams. Proactively identifying business opportunities with new and existing clients. Preparing quotes, proposals, and requests for renewals/expansions. To acquire new HNI wealth clients for the company

Key Responsibilities:The role entails deepening relationships with Rural Banking accounts and ensuring best in- class service to the customers.liabilities business in Rural markets through lead generations and account opening as per needs of customer.customer. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.Data entry of application forms, creation of customer IDs, accounts, etc.File / document checking including KYC checking, application forms and loan document verification.Handling cash and clearing transactions.Role Proficiencies:Graduation: Bachelors in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management.0 to 10 years of relevant experience in Banking or allied Business.Enable teams to drive growth targets by providing necessary support.Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements.Attract and retain best-in-class talent for key roles in their reporting structure.

Requirement for Relationship Manager preferably in financial stream. We are giving the opportunity to Fresher and Experienced Candidates. Here is the opportunity to earn monthly incentives more than 1 Lakh and also we provide Quarterly Appraisal, Performance bonus, Annual free trip, Monthly Closing Parties with Familiar environment. We are Hiring for a Male Candidates for a Relationship Manager Post with a Good Communication skills and high confidence for Our Financial Company ( KUBER FINANCIAL SERVICES PVT LTD). Freshers are most welcome. Vehicle and License are Compulsory. Hurry up to apply for this job as we need the Candidates on urgent Basis. Direct apply on our email or Call HR

Connecting with new and existing clients of organization and managing relationships with them

Roles and Responsibilities :Responsible for client management, enhancing and upgrading the relationships and revenue generationBusiness development through the acquisition of high net-worth clients and / or partnersIdentifying client needs and assessing their risk appetiteProfiling clients and provide financial products to meet client needsConstantly look at generating leads from existing clients to acquire new clientRetaining clients by providing the highest level of serviceProviding financial planning and investment adviceResponsible to generate brokerage primarily through advising clients on their portfolio for long term as well as short term investments.Responsible to ensure all activities are in adherence as per compliance & risk.Experience : 1 yrSalary : up to 15k/monthLocation : Zirakpur,PunjabDay shiftWork from OfficeInterested can share their resume at

managing customer relationshipcommunicating with customerensuring lead generation

Sales ExecutiveThe job postings that garner the most attention use two or three sentences to introduce their companies to prospective sales executives. Take this chance to set your firm apart from competing listings and sell yourself to job seekers by highlighting your unique company culture, working environment, and things you bring to the table for new hires and we launched a new product for students online classes for Vedic math,English spoken,ielts,Hr Training ,Banking Training etc.Sales Executive Job Responsibilities:Builds business by identifying and selling prospects; maintaining relationships with clients.Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options.Sells products by establishing contact and developing relationships with prospects; recommending solutions.Maintains relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements.Identifies product improvements or new products by remaining current on industry trends, market activities, and competitors.Prepares reports by collecting, analyzing, and summarizing information.Maintains quality service by establishing and enforcing organization standards.Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.Contributes to team effort by accomplishing related results as needed.[Work Hours & Benefits] This is an excellent opportunity to highlight your companys working hours and benefits. Let prospective sales execs know about the flexible workweek structures or travel requirements. You should also list the benefits that set your firm apart, like commissions, stock or ownership options, and paid leave.

Experience in Proposal Making Should be technically sound and working experience on Multiple verticals Implement advanced strategies for gathering, reviewing and analyzing data requirements Prioritize requirements and create conceptual prototypes and mock-ups Knowledge of Project Methodologies & Processes Should be well versed with the latest technology trends Master strategic business process modeling, traceability and quality management techniques Determine operational objectives by studying business functions; gathering information; evaluating output requirements and formats Construct workflow charts and diagrams; studying system capabilities; writing specifications Define project requirements by identifying project milestones, phases and elements; forming project team; establishing project budget Contribute to team effort by accomplishing related results as needed Validate resource requirements and develop cost estimate models Support and align efforts to meet customer and business needs Experience in preparing wireframes for the `project Performing project reviews Revenue Target oriented role

Relationship Officer & Relationship ManagerJob Profile:- Marketing & Finance professionals preferably a fresher with self motivation to explore the opportunities of the market. Learning while interaction with the CEO/CFO & fostering the financials needs to the customer. Understanding the balance sheet & Profit & loss account.Industry:- Banking & FinanceEligibility Criterion:- Graduate or Post graduate in any disciple Own conveyance required Good Communication skillsSalary & Perks:- Negotiable (CTC between 2 Lacs- 5 Lacs with monthly travel allowances & incentives up ato 1 Lac/month)