Virtual Relationship Manager jobs in Kerala

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...

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...

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...

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...

Join Tata AIA Life Insurance, aleading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tata'sesteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our visionis to be the pre-eminent protection provider enabling...

We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while...

Associate,Treasures Relationship Manager, Consumer Banking Group-(WD79322) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits...

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 /...

Job Description We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a...

Qualifications and Skills - Proficiency in CRM tools such as Salesforce, HubSpot, and Zoho CRM is required to manage customer data effectively. - A good understanding of Microsoft Dynamics 365 to facilitate seamless CRM software integration processes. - Experience or knowledge in customer data analytics to analyze, interpret, and utilize customer data for strategic purposes. - Expertise in CRM...

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...

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...

A Position Overview Position Title Associate Territory Manager - Virtual Bancassurance HDFC Department Virtual Bancassurance HDFC Level/ Band Assistant Manager Grade 301 B OrganizationalRelationships Reports To Area Manager Supervises C Job Dimensions Geographic Area Covered Virtual Bancassurance HDFC Floor Stakeholders Internal Virtual Bancassurance HDFC Supervisors / Phone...

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 seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while...

Join Tata AIA Life Insurance, aleading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tata'sesteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, ourvision is to be the pre-eminent protection provider enabling...

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 seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while...

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. Age: 23 – 35 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting relationships Positive and unstoppable attitude

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...