...on consistent basis.
Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up.
# Key Stakeholder Management
Engage with IMDs in the city / region on a regular basis share business insights, growth plans and new products / schemes in...
...Customer Relationship Description : - Create and preserve profitable, long-lasting connections with your most important clients. - Engage in dialogue with clients to learn about their needs and desires. - Create and put into action plans for resolving disputes and enhancing...
...: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. . Sources new bank customers... ...and existing clients. . Coordinates with other group companies to provide seamless access to other products. . Maintains complete...
...Experience: - 2 to 5 years of experience as a relationship officer working in Bancassurance channel of any insurance company. - Effective communicator - Ability to motivate... ...partner's branch and regional office managers / sales leaders. - Proven track record of driving...
...advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to... ...- Any Graduate / Postgraduate with relevant Experience. - Good relationship management and service focus skills. - Good communication and presentation...
...executing sales plans to meet and exceed monthly and quarterly sales goals - Identifying new revenue opportunities - Building business relationships with current and potential clients - Attending networking events to attract and retain clients - Developing and executing sales...
...relentlessly to build pipeline and build strong relationships with prospects
Own the experience we... ...and be completely transparent with management on the pipeline status
Close new... ...leader and do everything you can to help the company achieve its larger objectives
World-...
...JOB SUMMARY-
Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and...
...through member meetings
Identifying potential customers and new business opportunities
Building and maintaining strong client relationship and high level of customer service
Being updated on new products and services
Provide necessary support in booking first time...
CALL ONÂ(***) ***-****
- Build and lead a team of financial advisors
- take follow-ups on the leads
- Meeting and explaining benefits of product to the customers
- bring more business to the organization
Rs 1.2 - 1.8 lakhs p.a.
...Jobs Hiring Freshers!!
Location : Ahmadabad,(Gujarat),Jaipur(Rajasthan),Mumbai Nagpur/Yavatmal, (Maharashtra)
We required, Relationship Manager (Fresher- Any graduation willing to do sales profile),
Product for Home loan and Mortgage loans for an upcoming NBFC for their...
...Requirements : 1. Hospital visits for empanelment and activation on the Company Platform. 2. Coordination for agreement closure and rates negotiations with the Hospital. 3. Maintaining good relationships with hospitals in his/her region 4. Expansion of territory and scaling...
...positive relations with clients and customers who are related to life insurance. - Daily report on the meetings to the relevant Branch Manager. - Recognizing client needs and meeting them with appropriate service - Meeting with customers digitally or in-person during sales...
...Designation: Sales Manager (NBFC, banking, or financial services) Location: Aurangabad, Rajkot, Mangalore, Madurai, Raipur, Guntur, Vishakhapatnam... ...Understand the value proposition gaps in the assigned business relationships and suggest possible modifications. 9. Cross-selling of allied...
...Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets.
Ensures high levels of customer... ...and existing clients.
Coordinates with other group companies to provide seamless access to other products.
Maintains complete...
JOB ROLE : . Responsible for NTB acquisition of customers. . Responsible for successfully contacting 20 customers per day. . Responsible for meeting 4 customers/ prospects per day. . Responsible for upgrading customers from a lower product category to hig
Description for...
...Position : Relationship Manager Location : Pune, Nashik, Nagpur, Thane, Mumbai CTC : 4 LPA+ Incentives+ Bonus Education : Any Graduate Experience... ...and report to management. - Ensure compliance with company policies and regulations. - Identify market expansion opportunities...
...- It's a Field Sales job Role : Relationship Manager Location : Gurgaon, Noida, Mumbai, Pune, Hyderabad, Nagpur, Chandigarh, Ludhiana, Amritsar, Guwahati, Lucknow Salary Upto : 6 LPA Experience : Minimum 1 Year and above Job Objective & Key Result Areas : - Build healthy relationships...
...performing sales team. - Identify and pursue new business opportunities while maintaining strong relationships with existing clients. - Ensure adherence to compliance standards and company policies. - Provide regular performance reports and contribute to strategic decision-making...
Job Description : - Recruit the team of advisors. - Train and motivate them. - Guiding the Team to sell the products on the market. - Driving sales through advisors, for the company. - Team Management and team handling. (ref:updazz.com)
...As a Relationship Manager, you will be responsible for building and maintaining long-term relationships with clients, understanding their needs... .... You will serve as the primary point of contact between the company and its clients, providing them with personalized support and...
...experience in the Mutual Fund industry, excel as a seasoned B2B Relationship Manager. Elevate regular sales through strategic client engagement... ...through proactive initiatives.
Key Skills :
Company Profile
The client is a boutique investment advisory firm...
Positions and Obligations : - Aiming for and keeping track of sales targets. - Supplying marketing plans, comments, and sales techniques. - Helping to achieve the set sales goals. - Staying abreast with advancements in the industry. - Attending to the questions of clients. ...
.... Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets .
. Ensures high levels... ...and existing clients.
. Coordinates with other group companies to provide seamless access to other products.
. Maintains...
...Roles and a Relationship Manager, you will be responsible for building and maintaining long-term relationships with clients to ensure satisfaction and retention. Your role involves understanding clients' needs, providing personalized service, and offering appropriate solutions...
...Roles and Responsibilities : - To recruit and manage a team of distributors/partners and generate business through them on Monthly Basis - Mobilizing Managing business through the distributors/channel partners - Daily reporting of Achievements - Doing Performance Review of...
...Roles and responsibilities: - Help Relationship Managers maintain and grow their clientele. - Analyze and conduct market trends, financial products, and client portfolios. - Prepare reports, proposals, and presentations for clients. - In order to guarantee that clients receive...
...industry networks, to generate quality leads. - Collaborate with the marketing team to optimize lead generation campaigns. - Lead and manage a team of inside sales representatives focused on lead conversion. - Set clear lead conversion targets and provide guidance on effective...
...Cross selling targets progressively . Sale of MF and Insurance products . Fee Income . Branch Administration . Regulatory Compliance . Manage productivity and overall morale of branch team members . Overall responsible for break-even and P&L of branch Job Requirements: ....
...car finance volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which... ..., processes.
Generating revenue through cross sell of company products.
Identify and develop new relationships/dealers...