Relationship Manager Priority Banking Jobs

The Credit Card Sales Relationship Manager is responsible for generating new credit card business through direct sales and relationship management. The role involves identifying prospective customers, understanding their financial needs, and providing suitable credit card products. The individual will play a key role in building and maintaining strong client relationships to drive customer satisfaction, loyalty, and revenue growth.Key Responsibilities:Proactively identify and acquire new customers for credit card sales through field visits, referrals, and lead generation.Explain credit card features, benefits, and pricing clearly to prospective customers.Perform eligibility checks and assist applicants with the credit card application process.Maintain strong relationships with existing clients to drive usage, cross-selling, and customer retention.Meet or exceed monthly and quarterly sales targets as set by the organization.Work closely with internal teams (credit, operations, risk) to ensure smooth and timely processing of applications.Stay updated on new product offerings, promotional campaigns, and regulatory guidelines.Provide excellent after-sales service and address customer queries or complaints promptly.Key Skills & Competencies:Strong sales and negotiation skillsExcellent communication and interpersonal abilitiesCustomer-centric approachAbility to work under pressure and meet sales targetsSound understanding of financial products, especially credit cardsProficiency in MS Office and CRM toolsQualifications & Experience:Bachelors degree in Business, Finance, Marketing, or a related field13 years of experience in financial product sales (preferably credit cards)Experience in a field sales role is a plusKnowledge of local markets and customer segmentsPerformance Metrics:Number of new credit cards sourcedCustomer satisfaction and feedbackCross-sell/up-sell conversion ratesCompliance and quality of applications

We are hiring for Relationship Managers for Various Reputed Banks. Responsibilities of a Relationship Manager:Maintain a strong relationship with the clients and build trust among them.Discuss the primary financial goals of clients and help them achieve these goals.Manage clients' investment portfolios to provide them with guaranteed financial success.Conduct risk assessments on the investment options and report them to the client.Follow stringent banking protocols and policies.Develop presentations for clients and help them understand how the bank can help them. Update the customers and clients on their portfolio success and activity.

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

Job descriptionWe are Hiring Relationship Manager for a leading Bank in India. Candidates having exposure of sales in the following sectors are welcome- Banking- Insurance companies- NBFC- Asset management firms- - - - - - - - - - - Telecom companies someone who is into direct salesPackage:Upto 10 LPA + Performance incentive upto 6.5L per Qtr.Position description:Customer EngagementContinuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.Call handling as per defined standards.Accurate resolution for customer queries.Promoting Digital Banking services for a superior customer service experience.Profiling of customers in order to aid right cross-servicing of Bank productsAccurate logging and resolution of complaints.Attrition control of customers.Regular interactions with the customers and pro-actively assessing customer needs.Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.Ensure portfolio quality of relationship while racing considering eligibility.Monitor large amount movements and account closure from the deposit accounts.Ensure retention of customersAchievement of portfolio parametersMeet the defined objectives of the Portfolio managed by the respective VRMSalesRight cross-sell of products basis profiling and engagement.Penetration of products across groups.Sales across all product segments-TPP, Assets, Cards etc.Acquiring & grouping of all related IDs of the Primary ID.Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow.Ensure Staff are trained on product knowledge and requisite certifications.Income to be generated at a customer level.Interaction QualityAchieve Quality benchmarks defined from time to time.Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.Audit and Service Quality

Hiring Sales Co-Ordinator Company: Money Yard Financial ServicesQualification: B. ComExperience: Min. 1 year in banking industryLocation: Mulund, MumbaiResponsibilities: Engaging & following up with clients & banking partners Incharge of collecting, verifying & completing documentation process. Handling client queries

Roles and Responsibilities:1. Counseling and Consultation: Provide prospective students with detailedinformation about our academic programs, admission requirements, and financialaid options. Conduct counseling sessions to assess their educational goals andalign them with the appropriate program.2. Course Selection: Assist students in selecting appropriate courses based on theiracademic interests, program requirements, and career goals.3. Lead Generation: Proactively identify and engage with potential students.4. Follow-up: Maintain regular communication with leads to build relationships, addressinquiries, and guide them through the enrollment process.5. Market Research: Stay informed about industry trends, competitive institutions, andchanges in the academic landscape to tailor sales strategies effectively.6. Enrollment Targets: Meet or exceed monthly and quarterly enrollment targets byconverting leads into enrolled students.7. Consumer Feedback: Gather feedback from consumers about their experiences andprovide insights to improve products, services, and consumer experience.Requirements:1. Excellent communication skills with great convincing power.2. Confident in using MS Office and Google Products3. Comfortable in talking to people and a good listener.4. Comfortable working on targets.6 days Working Weekends availability is must (Saturday ,Sunday )1 Week will be givenIf you are from Edu-Tech Industry do not apply.

Hi Team,We have opening for SME Position - NPS ProductProcess - Axis Bank HROShift Timings - 9:30am to 6:30pmWeek off - 2nd & 4th Saturday & all Sundays offJob Description:--Knowledge on Debt products (NPS,PPF,RD etc)-Should have an experience in BFSI or Banking BPO Domain-Sales experience is must-Graduates only (No Engineering to be shown)- Clear voice & accent (No MTI)- Good convincing skillsSalary - 35k CTC Regards Rajeshwari

1) Team recruitment and development2) Team handling 3) Business development

We are looking for Relationship Managers with a leading Indian Bank having one of the largest client base in India.- 3 to 12 years of Experience-Excellent sales orientation, inter-personal & communication skills-Role involves handling HNI clients

JD Area Manager Purpose: Will be responsible for meeting team targets, recruitment and development of new sales officers, employee retention and achieving efficiency of assigned geography, employees and sources while keeping the team motivated and engaged.Job Description:1. RecruitmentResponsible for recruitment of sales officers and TM by managing the entire recruitment process. . 2. Training and Coaching Responsible for conducting the training of new joinees in conjunction with L&D team. He should train and coach the new joinees on geography mapping, source management and customer relationship.3. Geography mapping Responsible for allocation of geography at all levels. Should train and coach the TM, new joinees and underperforming employees on area mapping. Should coach TM on auditing of geography. Should audit and review the progress of area mapping on regular intervals.4. Development of under-performing employeesResponsible for identifying the under-performing employees basis the location benchmarks and areas of development. Should be able to match the gap with the relevant interventions.5. Reviews Monthly/Weekly. Responsible for reviews of teams which will cover performance, identification of gaps, goal setting. Should conduct follow up reviews on the preset goals for the team.6. Daily HuddleMonitor effectiveness of morning huddle. Conduct and attend managerial huddle on a daily basis.7. Source Relationship Management. o Relationship Management- Is responsible for managing the relationship with all sources in his geographic area.8. Team ManagementResponsible for maintaining a culture of fairness, openness, happiness and transparency. Should be accessible to new joinees and under-performing employees and maintain smooth interdepartmental functioning with adherence to processes. 9. Channel Partner Recruitment Documentation checking and submit to ASM for approval

One of the Leading client of finance company into the vertical of Credit Card, Personal Loan, Business Loan, Corporate Plan, Home Loan, Property Loan, Insurance and Mutual Fund scheme is inviting applications for the post of Sales Executive (Relationship Executive) need to be confident with good communication skills.

Black Riders Production LLPWe at Black Riders Production LLP, Head Office Located at MG Road, Ghitorni, New Delhi. Looking for Experienced Banking Specialist Male or Female ( preferably based in Delhi/NCR ) to take care/handle our Banking Related Matters / Issues. Primarily we are into business of Advertising, Marketing, Event Management & Exhibitions but we are coming into new online ( mobile & web app based ) business venture, which would be complete online based application, so for this new business venture, we would be requiring multiple banks/private wallets as payment gateways, such as to integrate them on our online platform to make and receive payments.Job Requirements: Experienced Banking Specialist. Having Very Good Connects/Link with various Private Banks/ Govt Banks / Private Wallet Companies such as Paytm /Phone Pe / Freecharge / Razorpay etc. Having at least 4-5years of Banking Experience in any Banking Domain. Knowledgeable, Presentable having Good Communication Skills. Bringing Multiple Banks/Private Wallets on our Online Platform such as to Maintain Smooth Operation of making and receiving payments.Job Location : Head Office, MG Road, Ghitorni, New Delhi.Timings:10am to 7pm Contact Further for Detail Discussions :Black Riders Production LLP

A relationship manager is a part of the sales team who builds and maintains relationships with clients and customers. Some relationship managers work only with clients, working to solve any business or technical challenges that they face. They will help them with sales opportunities and drawing in customers.