associate relationship manager

InsuranceDekho

<div>
 We are seeking a dynamic Associate Relationship Manager to join our team in Gurugram. This role is perfect for someone with 1-3 years of experience in the insurance sector, specializing in sales and business development. The ideal candidate will have a strong background in managing and expanding customer relationships, specifically within the motor and general insurance domains.
 
 
 
 Key Responsibilities
 
 
 
 Drive sales and business development activities focusing on motor and general insurance products.
 
 
 Onboard new POSPs (Point of Sales Persons) and agents, ensuring thorough training and relationship management.
 
 
 Maintain and enhance relationships with existing clients to ensure customer engagement and retention.
 
 
 Achieve targeted sales goals while managing the assigned sales channel effectively.
 
 
 Analyze regional market trends to tailor approaches for maximum impact.
 
 
 
 Required Skills
 
 
 
 In-depth knowledge of sales processes within the Insurance domain, particularly motor and general insurance products.
 
 
 Proven ability to manage relationships with POSPs or agents.
 
 
 Strong understanding of customer engagement strategies and retention mechanisms.
 
 
 Ability to meet or exceed sales targets through effective channel ownership.
 
 
 
 Secondary Skills
 
 
 
 Excellent communication and negotiation skills to effectively deal with clients and team members.
 
 
 Adept at training and mentoring new POSPs or agents, enhancing their productivity levels.
 
 
 Strong problem-solving skills with an ability to resolve conflicts swiftly.
 
 
 Solid understanding of the regional market dynamics in Gurugram or similar areas.
 
 
 
 Experience Range
 
 
 
 1-3 years
 
 
 
 Job Timing
 
 
 
 This position requires the candidate to work in-office full-time as per standard business hours.
 
 
 
 Job Type
 
 
 
 This is a full-time position based in our Gurugram office.
 
 
 If you are driven, possess the required skills, and are excited about advancing your career with us, please apply by submitting your resume for consideration. Join us to contribute significantly to our growth while developing your professional skills in a supportive environment!
 
 
 Sales and Business Development (Insurance Domain),POSP/Agent Onboarding &amp; Relationship Management,Customer Engagement &amp; Retention,Motor and General Insurance Product Knowledge
</div>

Associate Relationship Manager

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Role/ Job Title:
 
 Associate Relationship Manager-JLG
 
 
 
 Function/ Department:
 
 JLG
 
 
 
 Job Purpose
 
 
 
 'The role entails deepening relationships with 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 new 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 to improve service efficiency and quality across the branch network.
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 </li>
 <li>
 Recommend process changes 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
 
 
 
 'Deliver exceptional client service and focus on customer retention by building and nurturing strong relationships, thereby supporting product sales and driving new client acquisition.
 
 
 
 Qualifications
 
 
 
 Graduate
 
 
 
 Years Of Experience
 
 
 
 0 to 2 years of relevant branch banking experience.
</div>

Associate Relationship Manager - JLG

<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-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
 
 
 
 
 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 graduate
 
 
 
 Experience
 
 
 
 0-2 Years in NBFCs/Banking.
</div>

Associate Relationship Manager-LAP

<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>

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