384 Job openings found

      Understand customer needs and develop plans to address them Identify key staff in client companies to cultivate profitable relationships Resolve customer complaints quickly and effectively Forward upselling and cross-selling opportunities to the sales team Promote high-quality sales, supply and customer service processes Aim to preserve customers and renew contracts Approach potential customers to establish relationships Gain solid ...

Primary Responsibilities? Managing broker Relations and handle direct clients.? Generating Commercial Lines Business? Maintaining Quote sheets, updating conversion details? Handling Underwriting & Servicing Issues and Queries raised by Brokers/Corporate clients.? Portfolio review, analysis & making presentations to clients on findings of the analysis and suggestingcovers for optimum risk management

Responsible for Client Servicing and Business Development? Responsible for doing client meetings and presentations? Liasoning and follow-up with clients (brands) and developers? Doing Market Survey and Market Research? Making site visits with clients? Ensuring smooth backend operations? Managing a team of CRO’s & CRE’s? Responsible for timely resolution of customers ...

Role and Responsibilities The Relationship Manager will be responsible for acquiring new clients Meets with customers either in the branch or at an external venue to try to secure sales. Provides product information to customers as appropriate, outlining features and benefits. Identifies cross-selling opportunities to sell other products. Refers customers to another member of ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Role DescriptionAre you a dynamic sales expert with experience in fire, marine, Engineering & liability insurance product? We are looking for passionate individuals to drive growth in the SME insurance Market. Job Description – Business Development Meeting with corporate /institutional customers and assessing their insurance requirements, capture key demographics and present them with ...

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity ...

Key Responsibilities: Client Acquisition & Relationship Management: Source new clients (SMEs, corporates, contractors, etc.) for equipment finance (construction equipment, commercial vehicles, medical equipment, industrial machinery, etc.) Manage and deepen relationships with existing customers to generate repeat business and cross-sell other financial products. Credit & Risk Assessment: Assess client’s financial needs and creditworthiness by analyzing financial ...

o write an effective business banking relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included business banking relationship manager job description templates that you can modify and use. Sample responsibilities for this position include:   Develops a comprehensive understanding of client’s needs, based on the review and ...

Function/Department: Rural Banking     Job Purpose: To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition. Roles & Responsibilities: Identifying New Markets, must work towards attracting new customers and generating leads through local activities like organizing canopy activities/leaflet distribution/cold calling and etc. To service, the leads referred by sales front/cross/selling or ...