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Relationship Manager - Insurance

Pune
Full-Time
Junior: 1 to 3 years
4L - 6L (Per Year)

About the Job

Skills

Customer Relationship Management (CRM)
Communication
Lead Generation
Business
Proposition
Insurance
Sales


WALK IN INTERVIEW - SATURDAY 25TH FEB 23.

NO OF POSITIONS - 15

SALARY - UPTO 6 LPA

JOINING - IMMEDIATE


About the Role:

The Relationship Manager is responsible for the achievement of the budgeted targets by sourcing NTB business through channels/self-sourcing and customer relationship management. The Job holder also coordinates post-sanction formalities such as disbursement, cross-sell, and compliance of statutory & internal audit issues and provides industry/segment-specific feedback to the Geography and Central Office team


Key Responsibilities

  • Generate leads by identifying potential industrial areas/trading units & prepare strategies to increase the Bank’s penetration in those areas
  • Manage the internal (Branches/ other business verticals) and external (impanelled outsourced agencies) lead-generating channels to generate the expected business
  • Enable the sanctioning process by ensuring conduct and scrutiny of pre-disbursement activities
  • Liaison with the Corporate Banking Operations team and Centralized Processing Unit to enable smooth completion of post-sanction formalities, account opening, and disbursement
  • Meet customer service requirements through regular interactions with the customers to understand the business condition, enhancement opportunities, etc
  • Monitor transactions in the customer accounts to ensure that the cash flow movement and end use of fund comply with the sanction stipulations
  • Assist the Credit Manager in unit inspections and ensure timely insurance renewal, DP updated, stock renewal statement scrutiny, and gathering of relevant market information
  • Ensure maintenance of quality and health of portfolio and minimize Days Past Due through regular interactions with the customer
  • Initiate recovery of stressed accounts through tele-calling/ field visits
  • Ensure compliance with the stipulated guidelines/ norms and ensure closure to the audit processes


Qualifications:

The optimal qualification for success on the job is:

  • Graduation/ Post-Graduation from a recognized institute
  • Chartered Accountant program successfully cleared across all levels until certification


Role Proficiencies:

For the successful execution of the job, the candidate should possess the following:

  • Knowledge of insurance and banking products and services
  • Ability to manage complex client situations
  • Good communication (both verbal and written) skills in both English and the local language
  • Ability to handle pressure and meet deadlines
  • Good networking and relationship-building skills


WALK IN INTERVIEW - SATURDAY 25TH FEB 23.

NO OF POSITIONS - 15

SALARY - UPTO 6 LPA

JOINING - IMMEDIATE

About the company

Our executive placement services focus on transformational recruitment. This means the top priority is to identify the right people who can take your organization to the next level by building and encouraging a culture of growth and success. Trust our executive recruiters to find, not only the best candidates, but those who will help take your performance and success to the next level. We ha ...Show More

Industry

Human Resources Services

Company Size

2-10 Employees

Headquarter

Pune

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