Relationship Manager Sales Job Vacancies in Nashik

Key ResponsibilitiesPortfolio Management & Relationship BuildingAct as a dedicated financial advisor to a portfolio of High-Net-Worth Individual (HNI) and retail account holders.Deepen existing client relationships by analyzing their financial goals, investment risk profile, and liquidity requirements.Maintain regular contact through face-to-face meetings, financial check-ups, and proactive service management.Revenue Generation & Product Cross-SellingDrive revenue across key core product verticals, including CASA (Current & Savings Accounts), Fixed Deposits, and Wealth Management products.Cross-sell third-party financial products, including Mutual Funds (AMFI/NISM products), Life Insurance, Health Insurance, and structured investments.Asset product sourcing including credit cards, home loans, personal loans, and business banking credit solutions.Client Acquisition & Business ExpansionAcquire new-to-bank (NTB) high-value individual and commercial clients through local field visits, personal network referrals, and digital leads.Participate in local branch outreach activities and corporate payroll acquisition drives.Compliance & Regulatory AdherenceEnsure all customer onboarding, financial transactions, and documentation strictly comply with KYC, AML (Anti-Money Laundering), and RBI regulations.Adhere to internal bank audit standards and transparent sales practices.Complete and maintain active mandatory regulatory certifications (NISM / IRDAI) as required for financial advisory roles.

-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed

The roles core functions are: Strategic Planning & Execution for growth of Sales Introducing New sizes in market as per company requirement New Dealer expansion and team management Collection of outstandings against sales Conducting marketing activities such as technical workshops, driver trainings, roadshows, etc.

-Recruiting, training, & motivating agents.-Build & maintain strong, long-term relationships with agents.-Develop & maintain strong relationships with new & existing agents.-Providing continuous support and guidance to drive sales and performance.

KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted

Position- Digital Relationship ManagerQualifications- Graduate Fresher (Any Stream).Location- Nashik- (Satpur)Experience- Only Experienced (BFSI Sales exp. 1+ years)Offered CTC- 2.32 L to 3.8LRequirements-1. Proficient in MS office2. Fluent in both verbal and written Communications.3. Basic understanding of capital markets businessRoles and Responsibilities-1. Activate existing inactive customers from the given data base.2. Develop relationship with the customers3. Educate customers regarding equity market& investments4. Assist customers with online trading platform.5. Handling Outbound and Inbound calls.6. Promoting financial products by cross selling (MF, SIP, VAS etc)7. Resolving customer query.- Training will be provided.- Target Based Job.Who can apply1. Good communication skills in English2. Good Sales Skills3. Candidates looking forward to make their career in Capital Market.4. Candidates from Central line will be preferred.5. Go getter attitude

Freyr Energy Services Pvt Ltd is looking for Solar Sales Specialist for locations like Vishakhapatnam (On-site), Hyderabad (On-site), Pune (On-site), Nagpur (On-site), Jabalpur (On-site), Karimnagar (On-site), Mahbubnagar (On-site), Nasik (On-site), Thiruvananthapuram (On-site) and Warangal (On-site)Job DescriptionRoles and responsibilities: Responsible for meeting Monthly Sales targets of Solar PV systems for Residential clients. Lead Generation - Ensure that all marketing leads being assigned are followed up and work withmarketing team to maximize deal conversion and order bookings. Apart from this, candidate isexpected to generate their own leads and develop channel partner network in their territory withassistant from the AGM Sales Develop an understanding of ROI, payback calculation to incorporate in their sales proposals topotential customers Perform Site Surveys, generate Techno-Commercial proposals using the Freyr Energy Platform etc. Report on daily basis to AGM Sales/ Sr. SM on critical parameters related to business and internalprocesses Ensure payment from clients is being collected on time against every project milestone. Reportdeviations to AGM and resolve in a timely manner.Must HaveMinimum 1-2 years of experience preferably in sales. Minimum 1 Year of experience in Solar.Educational requirement: Diploma or Graduation in any discipline. Networking and relationship management with clients Good negotiation skills Proficient in using MS Office and writing emails. Networking and relationship management with clients Good negotiation skills Proficient in using MS Office and writing emailsThe candidate should available to work from the office. Should have local language expertise.

Job Openings for 10 Relationship Manager Jobs for Freshers in Talegaon Pune,Goa,Daund Pune,Pune,Dindori Nashik having Educational qualification of : Other Bachelor Degree with Good knowledge in Sales etc.

Visit or Place phone calls to potential clients.Perform script (with necessary adjustments) to ensure consistency of sales program.Answer potential clients' questions.Generate between 5 and 15 sales leads per day.Set appointments with prospective customers based on our associate's schedules.Maintain all the details of work on a daily basis.Communicate any problems, concerns, or questions to supervisory staff.

- Ready to travel- Cold Calling- Lead Generation- Client Visits- FeedbackNote:- Two wheeler vehicle with a valid driving license is must.Travel allowance will be provided.