Relationship Manager Sales Female Graduate Jobs in Vadodara

A. Client acquisition and business development- Identify and approach prospective clients through calls, references, meetings, campaigns, and networking.- Explain the benefits of opening a demat and trading account.- Generate leads and convert prospects into active clients.- Achieve monthly targets for account openings, activation, revenue, and client retention.- Promote eligible products and services such as equity delivery, intraday trading, derivatives, mutual funds, and other permitted investment products, subject to the company's registrations and authorisations.B. Client relationship management- Maintain regular contact with clients and understand their service requirements.- Help clients with account opening, KYC documentation, platform access, and basic operational queries.- Provide updates about company services, market developments, and product features using approved information.- Coordinate with the dealing desk, research team, operations, compliance, and customer support.- Handle client complaints promptly and escalate unresolved issues through the prescribed process.C. Revenue generation and retention- Build a sustainable client base with consistent service and transparent communication.- Monitor client activation, trading activity, assets under service, and retention.- Identify opportunities to offer suitable additional services within the company's authorised scope.- Maintain accurate records of client interactions, leads, follow-ups, and conversions in the CRM.

Job Title: Relationship Manager Personal LoanDepartment: SalesLocation: Indore,Surat,BarodaEmployment Type: On-rollKey Responsibilities:* Identify, onboard, and manage Direct Sales Agents (DSAs) to drive personal loan sales.* Train DSAs on loan products, policies, and sales techniques.* Monitor DSA performance, ensuring lead generation and conversions.* Coordinate with credit and operations teams for smooth processing and TAT adherence.* Achieve assigned sales targets and maintain portfolio quality.* Analyze market trends and competitor activities to drive business growth.Requirements:* Experience: 2-5 years in Personal Loan sales, preferably with DSA management.* Skills: Strong communication, relationship management, and a target-oriented mindset.* Other: Basic computer knowledge.

Roles & Responsibilities: Fix customer appointments and visit potential customers for new business. Make the customer understand about the various benefits available in the plan & check whether it meets with the Customers requirements.Customer Leads as and when provided are to be called and fix appointments for sales visit. Handling existing customer portfolio if given and lead generating through it, also candidate should generate business via converting individual leads generated by him.Cross-sell/Up-sell products.Assuring that the business targets are met as per goal sheet given. Criteria Required: Age Limit 24 to 39 years.Education Qualification: Graduate Any stream. Experience of at least 6 months of Life Insurance sales or BFSI sales. Local resident for some time. 2-Wheeler/4-Wheeler must. Android based smart phone with an active connection as we have spot issuance of Insurance policy to the customer through our technology platform. What is in it for you: Grooming and Development as a sales manager. Developing competencies by dealing with High Profile Customers. Creating Value proposition for customers by selling them Life Insurance.High Earning potential through Incentives Defined Career Growth path. Fast track promotion on completion of yearly target in less than six months Regular Skill enhancement programs.

Relationship Management (Wealth):1. Acquiring and Managing demat, trading, investments relationship and responsible for overall growth of Liabilities of the organization and customers. 2. Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of the most important customer segment. To do cross selling for other financial products like: - Mutual Fund, PMS, IPOs etc. to achieve sales & customer acquisition target.3. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business.4. Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.5. Proactively sell the full range of consumer and commercial products to current and potential Relationships.7. Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the Customer Engagement.8. Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments.9. To analyze financial needs of the customers and offer appropriate products with utmost transparency.10. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance.Role Category: Retail Business DevelopmentRole: Business Development Officer

Building and maintaining profitable relationships with key customers.Overseeing the relationship with customers handled by your team.Resolving customer complaints quickly and efficiently.Keeping customers updated on the latest products in order to increase sales.Meeting with managers in the organization to plan strategically.