...Job Description
KRA -
Identifying business opportunities.
Maintaining client relationships.
New client acquisition.
Follow ups , deal closures and renewals of existing clients.
Meeting the sales targets with a result oriented approach.
Constantly upgrading...
...Relationship Manager - Invenzee Buildcap Fintech Pvt. Ltd. About Us:
Invenzee Buildcap Fintech Pvt. Ltd. is a leading financial services company headquartered in Indore, India. We are a sub-broker of Axis Securities, empowering individuals to take control of their financial...
...As a CRM Manager, you will be responsible for managing and optimizing our customer relationship management system. You will play a vital role in analyzing customer data, implementing strategies to improve customer engagement and retention, and ensuring the effective use of...
...Job Description: We are looking for Agency Development Manager Agency managers supervise and coordinate all aspects of an agency. Designation : Agency Development Manager Pay Roll: On Roll Experience: Min. 3+ Year experience required in Sales & Banking CTC : Up to 4.50 LPA...
...within the Forex and Comex industry.
Build and maintain strong relationships with clients, providing exceptional customer service and... ...internal teams to ensure smooth client on boarding and account management.
Conduct market research and analysis to identify new business...
...JOB ROLE : . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. . Sources new bank customers through external individual efforts and acquisition channel. . Cross sells bank products to existing set of Branch customers...
...world-class services and their needs are understood and met through financial products that the Bank has to offer. To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while...
...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...
...up new business opportunities and setting up meetings arrange camps
• Reports writing providing feedback to head of department
• Managing product mix, persistency, Lead Conversion 100% etc.
• Managing accurate maintenance & updating database.
• Achieving goal sheet &...
...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: ....
...Geography at regular intervals with the help of supervisor. Identify new DSA in the allocated Area/ Geography.
Responsible for managing the relationship with all sources assigned and identified in the geography/area allotted.
Responsible for maintaining reports related to...
Job description:
~New client acquisition, building new relationships and increasing depth in existing relationships with clients.
~Selling online broking accounts- Demat account, trading account.
~Identifying customer needs, assessing their appetite and providing them investment...
...customers.
Monitoring pre and post disbursal documents / formalities.
Monitoring & resolving Infant delinquent cases
Building relationship with current and prospective Customers
Meeting HNI customers for Business Loans
Job Requirements:
High on quantitative...
...Job Brief
We are currently looking to hire a CRM Manager to join our company and implement improvements to the CRM processes, propose methods to acquire & retain customers. As a 'Customer Relationship Manager' you will constantly identify opportunities to grow the customer...
...broking Bachelor’s Degree Below 40 1 1 – 3 year 1. Source new clients. 2.Preparing reports. 3.Developing sales strategies. 4.Handling customer queries. 1. Understanding of financial markets.
2. Good at building relationships.
3. High Ethical standards.
4. Broking experience.
...The Client Relationship/KAM (Key Account Manager) will be responsible for managing and nurturing relationships with key clients. They will understand client needs, provide support, resolve issues, and ensure client satisfaction. They will also identify opportunities for upselling...
...acquiring and engaging with DBS Treasures clients having a total relationship value = INR 30 lakhs through 'need-based approach' and ensure... ...of product strategies through effective relationship management
Develop the client trust and loyalty for entrenched relationship...
...Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets.
Ensures high levels of customer service orientation and application of bank policy.
Cross sells existing bank products to customers.
Informs customers of...
...Elite Relationship Manager - Household
KRAs:
. Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets
. Sources new bank customers through external individual efforts and acquisition channel
. Ensures...
...Job Responsibilities :
Manage sales and distribution through the cross channel and open market channels
Ensure unilateral growth... ...drive for results, perseverance, and excellent work ethic. Relationship management experience in secured assets businesses will be desirable...
...revenue targets
# Explain and Sell about products/services to generate sales/revenue for the organisation
# Develop and sustain relationships with customers to encourage repeat business.
# Customer Visit - Incase required
What do we Require
# Minimum 1Yr in Sales...
...Deliver best in class service to our customers
The retail relationship team anchors the above responsibility. While doing so, the team... ...customers and provide best in class service.
Role of a Relationship Manager
As a Relationship Manager, you get an opportunity to engage...
...Job Description - 1) Position - Relationship Manager. 2) Company - Housing Finance. 3) Experience - 2+ years of experience. 4) Qualification - Any Graduate and Post-Graduate in Finance. 5) Location - Rajkot /Ahmedabad /Ghaziabad /Indore. 6) Age - 22 to 33. 7) Responsibility...
Rs 20 - 25 lakhs p.a.
...credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc. as per the clients need.
6. Managing customer relationships; addressing both service & sales queries for customers with an objective to engage & retain customers.
7. Identifying new...
...professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers....
...member acquisition targets are achieved as per the company norms through different sources. 4. To build and maintain strong client relationships by effectively handlings objections/cancellations thus ensuring a high level of customer service are met always. 5. Ensure member...
...As a Elite Relationship Manager you will be responsible for managing the High Net Worth Individual (HNI) client portfolio delivering unparalleled service and driving business growth..
As a Elite Relationship Manager your main responsibility is to nurture relationships...
...Position : Branch Relationship Manager Location : Indore, Bhopal, Ujjain, Gwalior, Jabalpur CTC : Up to 4 to 4.50 LPA+ Incentives+ Bonus Job Description : - Build team of financial consultants. - Meeting or exceeding sales goals. - Negotiating all contracts with prospective...
...Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management... ...provide financial products to meet customer needs
. Deepen the relationship by Cross selling to mapped broking clients and Services...
...Company Name : Probus Insurance Broker Pvt Ltd Profile : Relationship Manager Salary : upto 18 k Timing : 10am to 7 pm Location : Indore Roles and Responsibility : 1. Answers phone calls from customers and deals with problems as they arise 2. Takes sales information and puts...