17,540 Relationship Manager jobs in India

Key Account Manager - Urban Banking - IDFC First Bank

Hyderabad, Andhra Pradesh Tata AIA Life Insurance

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Job Description

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A. Position Overview

Position Title

Key Account Manager

Department

IDFC First Bank of India

Level/ Band

Executive

Role Summary :

-Visit partner branches and interact with Bank branch managers

-Ensure sales targets assigned are met on every parameter

-Interact with customers to explain the products and solutions

-Help branches mapped to her/him help achieve insurance sales targets

B. Organizational Relationships

Reports To

Cluster Manager

Supervises

NA

C. Job Dimensions

Geographic Area Covered

Branches

Stakeholders Internal

Supervisors, Ops, Underwriting, Legal

Stakeholders External

IDFC First Bank – Channel Partner

D. Key Result Areas

Partner and Client Management

·Exceeding branch level targets (NB, renewal, STP, digitization, product mix

·Interact with the Bank branch teams and customers to explain the products and promote the brand

·Sales and support to all branches assigned – complete documentation, medicals, close pending documentation.

·Drive local contests and engagements to engage teams

·Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life

·Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity

·Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

·Aid the bank branches to adopt new processes and technology

Ensure sales targets assigned are met on every parameter

·Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.

·Align partner to ensure both teams are working towards the same goal

Customer service

·Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

E. Skills Required

Technical

·Good product knowledge

·Working knowledge of MS Office

Behavioral

Essential

Desired

Interpersonal skills

· 

Communication skills

· 

Creative thinking skills

· 

Supervising / Leadership skills

· 

Teamwork Skills

· 

Influencing skills

· 

Relationship Building skills

· 

Decision making skills

· 

F. Incumbent Characteristics

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Business Development - Relationship Manager

400008 Mumbai, Maharashtra Mintskill HR Solutions LLP

Posted 383 days ago

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Job Description

Permanent
To source customers for Current Account, Savings Account Products of the bank from open market for newly opened branch to build overall branch book size.Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.Revenue Generation, Customer Acquisition, Customer Retention, Value Deepening in terms of CASA balances from existing and new customers Cost Efficiency through ProcessCross Sell of financial products like Trade & forex, Loans and all TPP products etc.RequirementsGraduate with minimum 2yrs experience in open market CASA lead generationTwo wheeler with driving licence mandatory
This advertiser has chosen not to accept applicants from your region.

Business Development Manager/ Client Relationship Manager

Bengaluru, Karnataka Fragomen

Posted 5 days ago

Job Viewed

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Job Description

Role: Client Relationship Manager


Experience: 2 to 3 years of client-facing experience with a strong interest in client interaction and business development.


A. Business Development

  • Conduct market research to identify new business opportunities, develop and implement strategic business plans, and collaborate with other Fragomen offices to maximize business potential.
  • Carry out market research and track industry, client and competitor news and information.
  • Identify and evaluate opportunities for EB5/investor visas/golden visas in the India market.

B. Client Relationship Management

  • Maintain consistent communication with a diverse client base through various channels (email, phone, and in-person meetings) to foster strong client relationships and identify opportunities to enhance engagement.
  • Support through various phases of the pitch/RFI/RFP/RFQ process, including coordinating with teams across the firm and helping with drafting, follow-ups and post-RFP debrief and feedback sessions.
  • Work with wider team to help prepare partners and other client-facing teams for pitch presentations and other client presentations.
  • Track in-person client interaction opportunities and plan and organize for the same to foster and maintain strong relationships with existing and potential clients, enabling business teams to develop and sustain regular engagement.
  • Track and maintain live opportunities in our CRM system. Maintain existing and potential client’s database with high accuracy level.
  • Identify and implement external profile-raising opportunities.
  • Maintain memberships and subscriptions database and track renewals.

C. Client Interfacing and Solution Development

  • Interact with clients to understand their evolving needs and requirements, conduct research and leverage expertise from practice teams to provide tailored solutions, and develop customized documents (including proposals and strategy documents) to support the sales process.
  • Work with colleagues across the region to identify and promote opportunities for collaboration and continuous improvement.

D. Event Management and Coordination

  • Identify relevant industry conferences and events to enhance brand visibility, and plan and coordinate Fragomen's participation in these events to generate leads and build relationships.
  • The selected candidate will be required to attend training and process orientation in Kochi for the first three months.


Although the position is based in Bangalore, the candidate must be flexible and willing to travel as needed.

This advertiser has chosen not to accept applicants from your region.

Business Development Manager/ Client Relationship Manager

Bengaluru, Karnataka Fragomen

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Role: Client Relationship Manager

Experience: 2 to 3 years of client-facing experience with a strong interest in client interaction and business development.

A. Business Development

  • Conduct market research to identify new business opportunities, develop and implement strategic business plans, and collaborate with other Fragomen offices to maximize business potential.
  • Carry out market research and track industry, client and competitor news and information.
  • Identify and evaluate opportunities for EB5/investor visas/golden visas in the India market.

B. Client Relationship Management

  • Maintain consistent communication with a diverse client base through various channels (email, phone, and in-person meetings) to foster strong client relationships and identify opportunities to enhance engagement.
  • Support through various phases of the pitch/RFI/RFP/RFQ process, including coordinating with teams across the firm and helping with drafting, follow-ups and post-RFP debrief and feedback sessions.
  • Work with wider team to help prepare partners and other client-facing teams for pitch presentations and other client presentations.
  • Track in-person client interaction opportunities and plan and organize for the same to foster and maintain strong relationships with existing and potential clients, enabling business teams to develop and sustain regular engagement.
  • Track and maintain live opportunities in our CRM system. Maintain existing and potential client’s database with high accuracy level.
  • Identify and implement external profile-raising opportunities.
  • Maintain memberships and subscriptions database and track renewals.

C. Client Interfacing and Solution Development

  • Interact with clients to understand their evolving needs and requirements, conduct research and leverage expertise from practice teams to provide tailored solutions, and develop customized documents (including proposals and strategy documents) to support the sales process.
  • Work with colleagues across the region to identify and promote opportunities for collaboration and continuous improvement.

D. Event Management and Coordination

  • Identify relevant industry conferences and events to enhance brand visibility, and plan and coordinate Fragomen's participation in these events to generate leads and build relationships.
  • The selected candidate will be required to attend training and process orientation in Kochi for the first three months.

Although the position is based in Bangalore, the candidate must be flexible and willing to travel as needed.

This advertiser has chosen not to accept applicants from your region.

Business development manager/ client relationship manager

Bengaluru, Karnataka Fragomen

Posted today

Job Viewed

Tap Again To Close

Job Description

Role: Client Relationship ManagerExperience: 2 to 3 years of client-facing experience with a strong interest in client interaction and business development. A. Business DevelopmentConduct market research to identify new business opportunities, develop and implement strategic business plans, and collaborate with other Fragomen offices to maximize business potential.Carry out market research and track industry, client and competitor news and information.Identify and evaluate opportunities for EB5/investor visas/golden visas in the India market. B. Client Relationship ManagementMaintain consistent communication with a diverse client base through various channels (email, phone, and in-person meetings) to foster strong client relationships and identify opportunities to enhance engagement.Support through various phases of the pitch/RFI/RFP/RFQ process, including coordinating with teams across the firm and helping with drafting, follow-ups and post-RFP debrief and feedback sessions.Work with wider team to help prepare partners and other client-facing teams for pitch presentations and other client presentations.Track in-person client interaction opportunities and plan and organize for the same to foster and maintain strong relationships with existing and potential clients, enabling business teams to develop and sustain regular engagement.Track and maintain live opportunities in our CRM system. Maintain existing and potential client’s database with high accuracy level.Identify and implement external profile-raising opportunities.Maintain memberships and subscriptions database and track renewals.C. Client Interfacing and Solution DevelopmentInteract with clients to understand their evolving needs and requirements, conduct research and leverage expertise from practice teams to provide tailored solutions, and develop customized documents (including proposals and strategy documents) to support the sales process.Work with colleagues across the region to identify and promote opportunities for collaboration and continuous improvement.D. Event Management and CoordinationIdentify relevant industry conferences and events to enhance brand visibility, and plan and coordinate Fragomen's participation in these events to generate leads and build relationships.The selected candidate will be required to attend training and process orientation in Kochi for the first three months.Although the position is based in Bangalore, the candidate must be flexible and willing to travel as needed.

This advertiser has chosen not to accept applicants from your region.

Business Development Manager/ Client Relationship Manager

Bengaluru, Karnataka Fragomen

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

Role: Client Relationship Manager

Experience: 2 to 3 years of client-facing experience with a strong interest in client interaction and business development.

A. Business Development
Conduct market research to identify new business opportunities, develop and implement strategic business plans, and collaborate with other Fragomen offices to maximize business potential.
Carry out market research and track industry, client and competitor news and information.
Identify and evaluate opportunities for EB5/investor visas/golden visas in the India market.
B. Client Relationship Management
Maintain consistent communication with a diverse client base through various channels (email, phone, and in-person meetings) to foster strong client relationships and identify opportunities to enhance engagement.
Support through various phases of the pitch/RFI/RFP/RFQ process, including coordinating with teams across the firm and helping with drafting, follow-ups and post-RFP debrief and feedback sessions.
Work with wider team to help prepare partners and other client-facing teams for pitch presentations and other client presentations.
Track in-person client interaction opportunities and plan and organize for the same to foster and maintain strong relationships with existing and potential clients, enabling business teams to develop and sustain regular engagement.
Track and maintain live opportunities in our CRM system. Maintain existing and potential client’s database with high accuracy level.
Identify and implement external profile-raising opportunities.
Maintain memberships and subscriptions database and track renewals.
C. Client Interfacing and Solution Development
Interact with clients to understand their evolving needs and requirements, conduct research and leverage expertise from practice teams to provide tailored solutions, and develop customized documents (including proposals and strategy documents) to support the sales process.
Work with colleagues across the region to identify and promote opportunities for collaboration and continuous improvement.
D. Event Management and Coordination
Identify relevant industry conferences and events to enhance brand visibility, and plan and coordinate Fragomen's participation in these events to generate leads and build relationships.
The selected candidate will be required to attend training and process orientation in Kochi for the first three months.

Although the position is based in Bangalore, the candidate must be flexible and willing to travel as needed.
This advertiser has chosen not to accept applicants from your region.

Business Development Manager/ Client Relationship Manager

Bengaluru, Karnataka Fragomen

Posted today

Job Viewed

Tap Again To Close

Job Description

Role: Client Relationship Manager


Experience: 2 to 3 years of client-facing experience with a strong interest in client interaction and business development.


A. Business Development

  • Conduct market research to identify new business opportunities, develop and implement strategic business plans, and collaborate with other Fragomen offices to maximize business potential.
  • Carry out market research and track industry, client and competitor news and information.
  • Identify and evaluate opportunities for EB5/investor visas/golden visas in the India market.

B. Client Relationship Management

  • Maintain consistent communication with a diverse client base through various channels (email, phone, and in-person meetings) to foster strong client relationships and identify opportunities to enhance engagement.
  • Support through various phases of the pitch/RFI/RFP/RFQ process, including coordinating with teams across the firm and helping with drafting, follow-ups and post-RFP debrief and feedback sessions.
  • Work with wider team to help prepare partners and other client-facing teams for pitch presentations and other client presentations.
  • Track in-person client interaction opportunities and plan and organize for the same to foster and maintain strong relationships with existing and potential clients, enabling business teams to develop and sustain regular engagement.
  • Track and maintain live opportunities in our CRM system. Maintain existing and potential client’s database with high accuracy level.
  • Identify and implement external profile-raising opportunities.
  • Maintain memberships and subscriptions database and track renewals.

C. Client Interfacing and Solution Development

  • Interact with clients to understand their evolving needs and requirements, conduct research and leverage expertise from practice teams to provide tailored solutions, and develop customized documents (including proposals and strategy documents) to support the sales process.
  • Work with colleagues across the region to identify and promote opportunities for collaboration and continuous improvement.

D. Event Management and Coordination

  • Identify relevant industry conferences and events to enhance brand visibility, and plan and coordinate Fragomen's participation in these events to generate leads and build relationships.
  • The selected candidate will be required to attend training and process orientation in Kochi for the first three months.


Although the position is based in Bangalore, the candidate must be flexible and willing to travel as needed.

This advertiser has chosen not to accept applicants from your region.

Business Development Manager/ Client Relationship Manager

Bangalore, Karnataka Fragomen

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Role: Client Relationship Manager


Experience: 2 to 3 years of client-facing experience with a strong interest in client interaction and business development.


A. Business Development

  • Conduct market research to identify new business opportunities, develop and implement strategic business plans, and collaborate with other Fragomen offices to maximize business potential.
  • Carry out market research and track industry, client and competitor news and information.
  • Identify and evaluate opportunities for EB5/investor visas/golden visas in the India market.

B. Client Relationship Management

  • Maintain consistent communication with a diverse client base through various channels (email, phone, and in-person meetings) to foster strong client relationships and identify opportunities to enhance engagement.
  • Support through various phases of the pitch/RFI/RFP/RFQ process, including coordinating with teams across the firm and helping with drafting, follow-ups and post-RFP debrief and feedback sessions.
  • Work with wider team to help prepare partners and other client-facing teams for pitch presentations and other client presentations.
  • Track in-person client interaction opportunities and plan and organize for the same to foster and maintain strong relationships with existing and potential clients, enabling business teams to develop and sustain regular engagement.
  • Track and maintain live opportunities in our CRM system. Maintain existing and potential client’s database with high accuracy level.
  • Identify and implement external profile-raising opportunities.
  • Maintain memberships and subscriptions database and track renewals.

C. Client Interfacing and Solution Development

  • Interact with clients to understand their evolving needs and requirements, conduct research and leverage expertise from practice teams to provide tailored solutions, and develop customized documents (including proposals and strategy documents) to support the sales process.
  • Work with colleagues across the region to identify and promote opportunities for collaboration and continuous improvement.

D. Event Management and Coordination

  • Identify relevant industry conferences and events to enhance brand visibility, and plan and coordinate Fragomen's participation in these events to generate leads and build relationships.
  • The selected candidate will be required to attend training and process orientation in Kochi for the first three months.


Although the position is based in Bangalore, the candidate must be flexible and willing to travel as needed.

This advertiser has chosen not to accept applicants from your region.
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Relationship Manager / SR. Relationship Manager

New Delhi, Delhi BS2 Hire (Path of Career Solution)

Posted today

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Job Description

job description1. to identify and acquire the customers 2. maintaining the relationship with the customers. 3. retention of customers 4. to cross-sell the investment party products 5. to ensure to reach the revenue target. acquiring new and prospective customers understanding the requirements of the prospect. providing clients with advices that helps them to sort out their problems in investment. ensuring future business from those prospective customers in the long run. 1. generate revenues and aum for the company as per the expectation 2. give high priority service to the customers as per the company processes 3. advise clients on a range of products viz. equity, mutual funds, pms in stocks and securities broking, derivatives, bonds and all the products promoted by the company
  • Experience

    2 - 8 Years

  • No. of Openings

    100

  • Education

    B.A, B.C.A, B.B.A, B.Com, BDS, B.Sc, B.Tech, Any Bachelor Degree, Post Graduate Diploma, Any Master Degree

  • Role

    Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    ( Male / Female )

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    .

  • This advertiser has chosen not to accept applicants from your region.

    Relationship Manager / SR. Relationship Manager

    New
    New Delhi, Delhi Bs2 Hire Path of Career Solution

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company
  • Experience

    2 - 8 Years

  • No. of Openings

    100

  • Education

    B.A, B.C.A, B.B.A, B.Com, BDS, B.Sc, B.Tech, Any Bachelor Degree, Post Graduate Diploma, Any Master Degree

  • Role

    Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    ( Male / Female )

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    .

  • This advertiser has chosen not to accept applicants from your region.

    Relationship Manager, Sr Relationship Manager

    Mumbai, Maharashtra Confidential

    Posted today

    Job Viewed

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    Job Description

    full time
    • Increase the top of the funnel by driving period BTL activities and generating referrals from prospective customers to expand our prospect base.
    • Maximize virtual connections with qualified prospects through various digital and social media platforms.
    • Adopt a need-based selling approach by tailoring recommendations based on customer profiles.
    • Assist and coordinate with customers to facilitate smooth insurance policy acquisition.

    Candidate Qualifications:

    • Proven track record of successful sales experience, preferably in the insurance or financial services industry.
    • Strong communication and interpersonal skills.
    • Ability to build rapport, empathize, and connect with clients.
    • Excellent negotiation and persuasion skills.
    • Result-oriented and self-motivated with the ability to work independently.
    • Proficiency in using sales and customer relationship management (CRM) tools.
    • Knowledge of insurance products and industry trends.

    Required Skills:

    • Sales
    • Communication
    • Negotiation
    • Interpersonal Skills
    • Self-motivation

    Skills Required
    It Services, Sales, Social Media, It Consulting, Financial Services, Crm
    This advertiser has chosen not to accept applicants from your region.
     

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