Relationship ManagerConfidential • Kolkata, India
Relationship Manager
Confidential • Kolkata, India
30+ days ago
Job descriptionExecution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data / documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products / offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign / contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography
Skills Required
Training, Policy Issuance, Customer Segmentation, Relationship Management
Create a job alert for this search
Relationship Manager • Kolkata, India
Related jobs
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Kolkata, West Bengal, India
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 relationshi...Show more
Last updated: 30+ days ago • Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltd • kolkata, India
You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show more
Last updated: 12 days ago • Promoted
M1xchange - Relationship Manager - Transaction Banking
M1xchange • Kolkata, India
As a Transaction Manager in our company, the candidate will be responsible for overseeing the end-to-end conversion of individual transaction from various clients across different bank limits.The c...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Mango Advisors • Kolkata, IN
To Generate Business Across Real Estate Sector (Syndication, Land Intermediation, Asset Management, Strategy).To Be Updated With The Real Estate Market And Wholesale Funding In Real Estate.To Defin...Show more
Last updated: 5 hours ago • Promoted • New!
Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Kolkata, IN
Preferred Relationship Manager.To acquire Preferred clients (Affluent & Super Affluent).To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred cli...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Britts Imperial UC • Kolkata, IN
At Britts Imperial Education Group UAE, we value creativity, collaboration and innovation and look forward to welcoming a new team member who shares these values.
We strive to promote diversity and ...Show more
Last updated: 5 hours ago • Promoted • New!
Relationship Manager
Kotak Mahindra Pension Fund Ltd. • Kolkata, IN
Noida, Ahmedabad, Chennai, Bangalore and Pune.Job Profile and Key Responsibilities : .Engaging corporate clients with a view to deepening NPS penetration among their employees through arranging NPS h...Show more
Last updated: 5 hours ago • Promoted • New!
Relationship Manager
Vivriti Capital • Kolkata, West Bengal, India
Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : Vivriti Capital Limited, a systematically ...Show more
Last updated: 30+ days ago • Promoted
Female Business Development-Client Relationship Manager-Staffing&Recruitment
Tek Support • Kolkata, IN
Business Development-Client Relationship Manager-Staffing&Recruitment.AKASA Coworking Building, Sector 62, Noida (100% Onsite).
Night Shift (7 : 00 PM – 4 : 00 AM IST) – Supporting US / Canada clients.Fem...Show more
Last updated: 5 hours ago • Promoted • New!
Acquisition Manager
Motilal Oswal Financial Services Ltd • Kolkata, IN
The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from...Show more
Last updated: 4 days ago • Promoted
Wealth Manager
NexionPro Services • Kolkata, IN
Job Title : Wealth Relationship Manager (Wealth RM).We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team.
The ideal candidate will bring strong client relati...Show more
Last updated: 5 hours ago • Promoted • New!
Staffing Client Relationship Expert (Female)
Tek Support • Kolkata, IN
Staffing Client Relationship Expert (Female).AKASA Coworking Building, Sector 62, Noida (100% Onsite).Night Shift (7 : 00 PM – 4 : 00 AM IST) – Supporting US / Canada clients.
Female candidates preferred ...Show more
Last updated: 5 hours ago • Promoted • New!
Relationship Manager
AAA Global • Kolkata, India
Relationship Manager – Wealth Management.Location : Anywhere in India or Asia.We are seeking experienced Relationship Managers to join our Wealth Management division.
The ideal candidate will have...Show more
Last updated: less than 1 hour ago • Promoted • New!
Client Relationship Lead
Anand Rathi Share and Stock Brokers Ltd • Kolkata, Republic Of India, IN
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 relationshi...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager – GRID AI
Grid AI • Kolkata, IN
Relationship Manager for GRID AI.GRID AI, and drive new business opportunities.You’ll be responsible for identifying high-potential partners, engaging them meaningfully, and converting those connec...Show more
Last updated: 5 hours ago • Promoted • New!
Relationship Manager
Motilal Oswal Financial Services Ltd • Kolkata, IN
Motilal Oswal Financial Services (MOFSL).Identify and onboard new clients to expand the customer base and strengthen relationships.
Promote and cross-sell a wide range of third-party investment prod...Show more
Last updated: 6 days ago • Promoted
Systematix Group - Relationship Manager
Systematix Group • Kolkata, India
About the Company : - Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...Show more
Last updated: 25 days ago • Promoted
High Net Worth Relationship Manager - Lead
Anand Rathi Share and Stock Brokers Ltd • Kolkata, Republic Of India, IN
The Desk Head 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 est...Show more
Last updated: 4 days ago • Promoted