account relationship manager

Prestonwood Landscape Services

<div><div>About Us 
At Prestonwood Landscape Services, we're committed to providing peace of mind to our clients. For over 25 years, we've built strong relationships with our clients by making their needs our top priority. Our customer-focused approach allows them to focus on their business, knowing their commercial landscaping is in good hands. We pride ourselves on our reliability, attention to detail, and proactive communication. Our team is dedicated to delivering exceptional customer service, quality workmanship, and quick response times. 
 
Our Core Values 
Quality of Life &ndash; For our team and clients 
Integrity &ndash; Honesty, transparency, and ethical conduct 
High Performance &ndash; Consistently delivering excellence 
Effective Communication &ndash; Clear, proactive communication 
Strong Relationships &ndash; Built to last</div>
<div></div><div>Benefits</div>
<ul><li>Competitive base salary ($65,000 &ndash; $80,000) + 3% commission on select ancillary sales</li>
<li>Company vehicle</li>
<li>Company iPhone, iPad, Laptop</li>
<li>Medical, Dental, and Vision Insurance</li>
<li>401(k) with 4% company match (after 1 year)</li>
<li>Paid Time Off (PTO) and paid holidays</li>
<li>Ongoing training opportunities</li>
</ul>
<div></div><div>Position Overview 
The Account Manager is responsible for building and maintaining strong relationships with our commercial clients, ensuring their satisfaction, and driving revenue growth. This role involves managing multiple client accounts, identifying new business opportunities, and collaborating with internal teams to deliver solutions that meet client needs. 
 
Key Responsibilities</div>
<ul><li>Develop and maintain strong relationships with clients.</li>
<li>Serve as the primary point of contact for client inquiries and issues.</li>
<li>Identify opportunities to upsell and cross-sell service.</li>
<li>Present proposals to expand services within existing accounts.</li>
<li>Collaborate with internal teams to ensure timely delivery of solutions.</li>
<li>Communicate client requirements and feedback effectively.</li>
<li>Monitor account performance and prepare regular reports.</li>
</ul><div>Qualifications</div>
<div>Required:</div>
<ul><li>Bachelor&rsquo;s degree or equivalent experience</li>
<li>1-3 years of experience in the Landscaping industry</li>
<li>Excellent communication and interpersonal skills</li>
<li>Proficiency in Microsoft Office Suite</li>
</ul><div>Preferred:</div>
<ul><li>Bilingual Spanish/English</li>
<li>Experience with Aspire</li>
</ul>
<div></div><div>Equal Employment Opportunity</div>
<div>At Prestonwood Landscape Services LLC, we're dedicated to diversity and equal opportunity. Our goal is to create teams that represent a variety of experiences, perspectives, and abilities. We respect all team members and welcome applicants from all backgrounds. We do not tolerate discrimination or harassment based on race, religion, gender, age, disability, or any other characteristic protected by federal, state, or local law. Employment decisions are made based on qualifications, merit, and business needs. 
 
E-Verify 
Prestonwood Landscape Services participates in E-Verify to confirm the employment eligibility of all new employees. We will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. To learn more about E-Verify, please view the official E-Verify Participation Poster and Right to Work Poster.</div></div>

Account Manager (Relationship Manager)

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Job Title &ndash;
 
 Associate Relationship Manager-Group
 
 
 
 Business Unit
 
 - Retail Banking-Rural Banking
 
 
 
 Function
 
 - Rural Sales
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support the Relationship Manager in identifying prospective customers and converting them into real business opportunities. The role bearer is responsible for helping create Joint Liability Groups and centres and manage them through the formation, disbursal and collection phases while driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated.
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets.
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer.
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship.
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive.
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry.
 </li>
 <li>
 Ensure compliance as per the bank requirements.
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts.
 </li>
 <li>
 Gather Latest Market intelligence and track and benchmark against best practices in competitor banks.
 </li>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network.
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Secondary Responsibilities
 
 
 
 <ul>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network.
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Key Success Metrics
 
 
 
 Customer Acquisition targets, Cross sell targets.
 
 
 
 Educational Qualifications
 
 
 
 Bachelors in Math&rsquo;s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management / any other.
 
 
 
 Experience
 
 
 
 0 - 5 years of relevant branch banking experience.
</div>

Associate Relationship Manager-Group

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Role/Job Title:
 
 Associate Relationship Manager-Micro Enterprise Loan(MEL)
 
 
 
 Function/Department:
 
 Rural Banking
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated.
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets.
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer.
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship.
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking.
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive.
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry.
 </li>
 <li>
 Ensure compliance as per the bank requirements.
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts.
 </li>
 <li>
 Gather latest Market intelligence and track and benchmark against best practices in competitor banks.
 </li>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network.
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Education Qualification
 
 
 
 Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate.
 
 
 
 Experience:
 
 0 to 1 years of relevant branch banking experience.
</div>

Associate Relationship Manager-MEL

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Role/Job Title:
 
 Associate Relationship Manager-Micro Enterprise Loan(MEL)
 
 
 
 Function/Department:
 
 Rural Banking
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated.
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets.
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer.
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship.
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking.
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive.
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry.
 </li>
 <li>
 Ensure compliance as per the bank requirements.
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts.
 </li>
 <li>
 Gather latest Market intelligence and track and benchmark against best practices in competitor banks.
 </li>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network.
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Education Qualification
 
 
 
 Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate.
 
 
 
 Experience:
 
 0 to 2 years of relevant branch banking experience.
</div>

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Job Title
 
 &ndash; Associate Relationship Manager-LAP
 
 
 
 Place of work
 
 - Rajasthan/Gujarat/Karnataka/Madhya Pradesh/Chhattisgarh/Odisha/Andhra Pradesh
 
 
 
 Business Unit
 
 - Rural Banking
 
 
 
 Function
 
 - Retail Assets
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to identify mortgage needs of customers and provide appropriate lending solutions ( Loan Against Property) . The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of mortgage business in Rural markets through lead generations and account opening as per needs of customer
 </li>
 <li>
 Spearhead mapping of detailed household needs based on direct customer interactions
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship and maintain high collections efficiency
 </li>
 <li>
 Lead preparation of quality documentation of loans to ensure minimum queries / rejections from Operations / Credit teams
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry
 </li>
 <li>
 Ensure compliance as per the bank requirements
 
 
 </li>
 </ul>
 
 Secondary Responsibilities
 
 
 
 <ul>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Key Success Metrics
 
 
 
 Customer Acquisition targets, Cross sell targets
 
 
 
 Educational Qualifications
 
 
 
 Graduate-Any-Full Time
 
 
 12th- Any
 
 
 
 Experience
 
 
 
 0-2 Years in NBFCs/Banking.
</div>

Associate Relationship Manager-LAP

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