account relationship manager

IDFC FIRST Bank

<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
 
 
 
 
 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
 
 
 
 0-3 Years in NBFCs/Banking.
</div>

Associate Relationship Manager-LAP

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Role/ Job Title:
 
 Relationship Manager - Current Account
 
 
 
 Function/ Department:
 
 Branch Banking
 
 
 
 Job Purpose
 
 
 
 The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits &amp; withdrawals, and managing deliverables.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 CASA values build up and new client acquisition.
 </li>
 <li>
 Ensure effective client engagement leading to cross sell.
 </li>
 <li>
 Increase in 'Product holding per customer' within mapped portfolio.
 </li>
 <li>
 Ensure all the clients engaged are profiled and presented with suitable banking products.
 </li>
 <li>
 Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance &amp; Investment solutions, Retail and SME Loans and relevant banking programs.
 </li>
 <li>
 Ensure monthly operating plan is met to improve scorecard and decile rankings.
 </li>
 <li>
 Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement.
 </li>
 <li>
 Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
 </li>
 <li>
 Custodian of the branch vault, manage vault limits, cash, and non-cash transactions.
 </li>
 <li>
 Ensure Nil instances of cash shortage or excess at teller counter.
 </li>
 <li>
 Updating the key registers regularly and reviewing branch reports like end of day (EOD) cash position report LTR, Instruments issued etc.
 </li>
 <li>
 Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.
 </li>
 <li>
 Ensure strict adherence to the bank policies and compliance.
 
 
 </li>
 </ul>
 
 Secondary Responsibilities
 
 
 
 <ul>
 <li>
 Perform audit and ensure compliance to internal and external regulations and guidelines.
 </li>
 <li>
 Provide best in-class customer service to all clients to become their primary banker.
 
 
 </li>
 </ul>
 
 Education Qualification
 
 
 
 Graduation: Any
 
 
 Post-graduation: Any
</div>

Relationship Manager-Current Account

Maarut Digital

Job DescriptionWe are looking for a CRM Operations &ndash; Relationship Manager to manage post-sales customer relationships on behalf of leading real estate developers. The role is customer-facing and focuses on payment collections, issue resolution, and continuous customer engagement throughout the project lifecycle.The Relationship Manager will act as the single point of contact for assigned customers and ensure smooth coordination between customers, developers, and internal teams.Each Relationship Manager will handle a portfolio of approximately 250 customers.Key Responsibilities<ul><li>Track and manage customer-wise payment plans shared by the Developer</li><li>Send payment reminders at least 7 days prior to due dates</li><li>Follow up with customers to ensure timely release of payments</li><li>Handle customer queries related to construction updates, project timelines, and payments</li><li>Resolve customer complaints and negative feedback within defined timelines</li><li>Assist customers with documentation required for flat / commercial unit registration</li><li>Maintain consistent customer engagement, including birthday wishes and milestone communications</li><li>Coordinate with internal teams and developers for smooth issue resolution</li><li>Use official SIM cards and company-provided mobile devices for all customer communication</li><li>Update CRM systems accurately with all customer interactions and payment status</li></ul>Key Performance Indicators (KPIs)<ul><li>Payment collection efficiency</li><li>Timely follow-ups and communication adherence</li><li>Issue resolution turnaround time (TAT)</li><li>Overall customer satisfaction score</li></ul>Required Skills &amp; Qualifications<ul><li>Strong communication and interpersonal skills</li><li>Experience in CRM, collections, or post-sales operations (Real Estate preferred)</li><li>Ability to manage a large customer base efficiently</li><li>Problem-solving mindset with a customer-first approach</li><li>Comfortable working with CRM software and payment tracking systems</li><li>High level of professionalism and accountability</li></ul>Job Types: Full-time, PermanentPay: ₹17,475.26 - ₹22,100.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Health insurance</li><li>Life insurance</li><li>Provident Fund</li></ul>Work Location: In person

CRM Operations – Relationship Manager

Elevance Health

<div>Provider Relationship Account Consultant
Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Ideal candidates will be able to report to our Pulse Point location in Latham, NY.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Provider Relationship Account Consultant will be responsible for providing quality, accessible and comprehensive service to the company's provider community.
A proud member of the Elevance Health family of companies, Carelon Behavioral Health, formerly Beacon Health Options, offers superior clinical mental health and substance use disorder management, a comprehensive employee assistance program, work/life support, specialty programs for autism and depression, and insightful analytics to improve the delivery of care.
How you will make an impact:<ul><li>
Develops and maintains positive provider relationships with provider community via a mixture of email, telephonic and/or face-to-face outreach, by communicating administrative and programmatic changes, facilitating provider education and the resolution of provider issues.</li><li>
Collaborates with internal matrix partners to triage issues and submit work requests. Generally assigned to a portfolio of providers within a defined cohort.</li><li>
Researches, analyzes, and coordinates prompt resolution to provider issues and appeals through direct contact with providers and internal matrixed partners.</li><li>
Coordinates communication process on such issues as administrative and medical policy, reimbursement, and provider utilization patterns.</li><li>
Conducts routine outreach to support the understanding of managed care policies and procedures, as well as outreach on a variety of initiatives and programs.</li><li>
Coordinates and conducts provider training including developing and distributing provider relations materials.</li><li>
May assist with Annual Provider Satisfaction Surveys, required corrective action plan implementation and monitoring education and non-routine claim issues.</li><li>
May coordinate Provider Manual updates/maintenance.</li><li>
Identifies and reports on provider utilization patterns which have a direct impact on the quality-of-service delivery.</li><li>
Research issues that may impact future provider contract negotiations or jeopardize network retention.</li></ul>
Minimum Requirements:
Requires a bachelor&rsquo;s degree; a minimum of 2 years of customer service experience including 1 year of experience in a healthcare or provider environment; or any combination of education and experience, which would provide an equivalent background.
Preferred Skills, Capabilities, and Experiences:<ul><li>
Provider customer service experience preferred.</li><li>
Strong communication (verbal and written) skills to resolve workplace/client conflicts ensuring all parties feel heard and respected preferred.</li><li>
Working knowledge of Microsoft Excel and Word preferred.</li><li>
Experience with claims/provider systems (i.e. Facets, WGS, and/or SPS) preferred.</li></ul>
For candidates working in person or virtually in the below locations, the salary* range for this specific position is $60,816 to $104,256.
Location(s): New York
In addition to your salary, Elevance Health offers benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.
<ul><li>The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education, and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company&rsquo;s sole discretion, consistent with the law.</li></ul> 

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities &ndash; and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.</div>

Provider Relationship Account Consultant

United Bank Limited

<div>Through strong communication and persuasive skills, the role of a Relationship Manager Telesales is to provide services and convince customer to opt for different banking products &amp; value added services using tele marketing channel. Have direct communication with the customers to provide in depth product details, features and convince customers to subscribe for relevant products or services as per customer&rsquo;s needs.
<ul><li>Strive towards meeting the assigned sales/cross sell targets.
</li><li>Proper usage of systems/applications must be ensured.
</li><li>In addition to sale targets, the cross sell must also maintain a healthy ratio of connected calls out of total calls made in any period i.e. Daily/monthly.
</li><li>Courtesy &amp; accuracy norm must be followed.
</li><li>Attendance, Punctuality and manned minutes are completed to achieve the productivity targets.
</li><li>Be a team player and support team in achieving overall targets.</li></ul></div>

77879.Relationship Manager Cross Sell CLI

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Associate Relationship Manager-MEL

Associate Relationship Manager-MEL

Associate Relationship Manager-LAP

Relationship Manager-Current Account

CRM Operations – Relationship Manager

Provider Relationship Account Consultant

77879.Relationship Manager Cross Sell CLI