We are looking for Relationship Manager – CASA to join our Branch Banking team. Key Responsibility: >Acquire New High-Value CASA Accounts - Source and acquire high-end Current & Savings Accounts through open market activities. - Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding - Facilitate a seamless transition from acquisition...
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...
Role overview: As the Relationship Manager for Lending Partnership at Rupeek Fintech, your role is pivotal in establishing, scaling and managing driving strategic initiatives in partnerships with lender partners. You will be expected to drive engagement on all levels - management, technology, product, operations, PnL and finance - between Rupeek and partner banks to deliver strong book and...
Key Responsibilities: - Drive sales targets by engaging with customers through calls & virtual platforms - Promote and support bank staff incentive programs - Manage & develop customer relationships virtually - Cross-sell & up-sell life insurance products effectively Requirements: - Minimum 1 year of experience in Life Insurance / Bancassurance - Graduation is mandatory - Age limit: Up to 34...
we are looking for 1 relationship manager post in kochi/cochin, with deep knowledge in customer relationship, interpersonal skills, negotiation skills, team management skills, customer service and required educational qualification is : , other bachelor degree. Experience 0 - 2 Years No. of Openings 1 Education B.B.A, Any Bachelor Degree Role Relationship Manager Industry Type Banking /...
JobDescription A.Position Overview Position Title Relationship Manager Department CUB Level/ Band Executive - 201 Role Summary: -Visit partnerbranches and interact with Bank branch managers -Ensure salestargets assigned are met on every parameter -Interact withcustomers to explain the products and solutions -Help branchesmapped to her/him help achieve insurance sales...
Job Description Build customer relationships with Existing Members. Manage customer communication - Oral / Written. Resolve customer issues within the TAT. Improve customer care by giving better service to the members. Expand customer base by pitching Upgradation to Members and increase in revenue. Skills required - Communication Oral / Written, Customer service, Problem-Solving, Negotiation,...
Roles and Responsibilities Position Purpose Relationship Manager is responsible for acquiring New to Bank Customers and manage existing Bank Customers in the Business Banking space as well as ensure portfolio health & hygiene, and work towards Income generation through Interest income, Fees etc from Fund based and non -und based products. This position will work with key stakeholders like...
Relationship Associate – Life / Health Insurance Locations: Trivandrum | Kochi | Pathanamthitta | Malappuram | Kannur | Thrissur Role: Relationship Associate Industry: Life / Health Insurance Qualification: Graduation required Salary: As per company standards Experience: Minimum 1 year experience in BFSI / NBFC / Insurance preferred Key Skills: - Good communication & relationship management...
We are looking for Relationship Manager – CASA to join our Branch Banking team .Key Responsibility:>Acquire New High-Value CASA AccountsSource and acquire high-end Current & Savings Accounts through open market activities.Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer OnboardingFacilitate a seamless transition from acquisition to branch...
Job description Generate revenue from 4–5 assigned banks. * Promote incentive programs to bank staff. * Complete medicals to ensure policy issuance. * Explore new markets and segments. * Build customer base, cross/upsell, and maintain bank relations. Required Candidate profile Age: 23 – 34 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
Job description Generate revenue from 4–5 assigned banks. * Promote incentive programs to bank staff. * Complete medicals to ensure policy issuance. * Explore new markets and segments. * Build customer base, cross/upsell, and maintain bank relations. Required Candidate profile Age: 23 – 34 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting...
Generate Revenue by getting business from leads generated through assigned 4-5 Bank. Cascade the incentive programs to Banks Staff Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Develop new markets/ segments in line with company sales strategy from time to time. Build a good customer base in order to cross-sell &...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team. Key Responsibility: >Acquire New High-Value CASA Accounts - Source and acquire high-end Current & Savings Accounts through open market activities. - Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding - Facilitate a seamless transition from acquisition...