1.0 - 6.0 years

1 - 6 Lacs

Chennai, Tamil Nadu, India

On-site

Job description To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators To ensure quality sourcing in line with the Banks policy To Adhere to sales process & KYC Norms of the bank

Posted 1 day ago

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Relationship Manager - Life Insurance - ELI Finding Candidate

3.0 - 7.0 years

0 Lacs

warangal, telangana

On-site

You will be joining our client HumGrow.com as a Relationship Manager, where you will play a crucial role in developing and maintaining client relationships within the life insurance sector. Your primary responsibilities will include promoting and selling life insurance products to individuals and businesses, ensuring exceptional customer service, and achieving sales targets. Your key responsibilities will involve developing and maintaining strong client relationships, assessing clients" insurance needs, promoting and selling life insurance products, providing excellent customer service, and addressing inquiries and concerns. You will also be expected to stay updated on industry trends, collaborate with internal teams, prepare reports on sales and client interactions, negotiate sales deals, handle policy renewals and claims efficiently, participate in networking events, and contribute to the development of marketing strategies. To excel in this role, you must possess a Bachelor's degree in Business, Finance, Marketing, or a related field, along with proven sales experience in the insurance industry. Additionally, you should have a strong knowledge of life insurance products and regulations, excellent communication and interpersonal skills, the ability to analyze clients" financial situations, and a track record of meeting and exceeding sales targets. Professional certifications such as LOMA, CII, or equivalent will be advantageous. Your role will require you to work independently and as part of a team, demonstrating strong negotiation and problem-solving skills, being highly organized and detail-oriented, and adapting to a fast-paced environment. Proficiency in CRM software and MS Office suite, understanding of market research techniques, and knowledge of customer relationship management practices are essential. You should also hold a valid insurance agent license in the respective jurisdiction. This position is available in multiple locations across India, including but not limited to Goa, Delhi NCR, Mysuru, Kolkata, Gurugram, Mumbai City, Pune District, Chennai District, Hyderabad District, and more. Key Skills required for this role include report preparation, knowledge of life insurance products, market research techniques, negotiation, financial analysis, adaptability, referral network building, communication, underwriting, client relationship management, sales, regulatory compliance, and marketing strategies, among others. If you meet the qualifications and are ready to take on this exciting opportunity as a Relationship Manager with HumGrow.com, we encourage you to apply and contribute towards building a strong referral network and successful client relationships.,

Posted 2 weeks ago

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