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<p>RM- Pirme Brokerage Services</p><ul><li>Accountable for implementing and working towards integrated plan of Prime Brokerage Platform.</li><li>Achieve revenue objectives as assigned by the organization</li><li>Identify and acquire potential new Institutional Relationships viz PMS, AIFs, MFs and various other Institutions for the firm and provide Broking Services to them.</li><li>Service and nurture relationships through active engagement with the existing clients, their teams and fulfilling their requirements viz Research and other Services and increase the wallet share from them.</li><li>Liaise with Research Team/Analysts internally for arranging various Reports, Data Points, Interactions with the clients.</li><li>Liaise with various other stakeholders with in the organization to fulfill client needs. </li><li>Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.</li></ul>

Kotak Securities Limited

<p>Relationship Manager</p>The Relationship Manager will be responsible for building and maintaining client relationships, identifying new business opportunities, and providing financial advice to clients. They will work closely with clients to understand their financial goals and develop tailored solutions to meet their needs.

<p>Relationship Manager - Retail Sales - Housing - DM - HL - Sales - Bengaluru - Krishna Tower (TCHFL) - JM (M1 - M3) - RSM - ZSM</p><p>Job Purpose : To drive sales and ensure business targets are achieved</p><p><strong><u>Core Responsibilities:</u></strong></p><p><strong><u>Sales Process Management</u></strong></p><p>o    Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships.</p><p>o    Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals</p><p>o    Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business</p><p>o    Develop and maintain strong liaisons with the clients for repeat business or referrals.</p><p>o    Maximize number of APFs and increase penetration in the approved APF projects.</p><p>o    Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business</p><p>o    Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion.</p><p><strong><u>Sales Planning and Team Management</u></strong></p><p>o    Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area</p><p>o    Align with the team on ground lead generation activities for Sales.</p><p>o    Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies</p><p><strong><u>Industry &amp; Governance</u></strong></p><p>o    Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies</p><p>o    Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market.</p><p>o    Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems.</p><p><strong>Qualifications: Graduate, Masters/Postgraduate</strong></p>

Tata Capital Finance Ltd

<p>Relationship Manager-E-Commerce-Business Head</p>- Title: Relationship Manager-E-Commerce-Business Head
- Location: Bangalore
- Focus on managing relationships within the e-commerce sector.
- Responsible for business development and strategic partnerships.
- Requires strong communication and negotiation skills.
- Ideal for candidates with experience in e-commerce or related fields.
- Role involves collaborating with various stakeholders to enhance business growth.

Kotak Mahindra Bank

<p>RELATIONSHIP MANAGER</p><br/><div>Key Job Responsibilities </div><div>Deliver on Customer Acquisition through business development</div><div>•To find new micro markets and empanel good quality referral partners to scale up Micro LAP business &amp; Gold backed secured business loan (Suvarna)</div><div>•Work in the Area assigned by the Branch Business Manager and generate leads</div><div>•Cold Calling to the potential customer base to generate business</div><div>•Daily Sales Calls as per the Plan submitted to BBM</div><div>•To find, nurture and develop excellent relationship with the Referral Partners / Connectors</div><div><br/></div><div>Managing the customer journey through sales championship, process championship and product championship To Activate Referral Partners for new business</div><div>•To give doorstep service to customers – at their residence or office.</div><div>•To learn the Organization’s policies, and source files as per the policy.</div><div>•To Act as the Eyes &amp; Ears of the Organization while working in the Market for new opportunities, information and sharing them to Branch Business Manager </div><div>•To Support the Customers in terms of end -to- end loan processing.</div><div>•To act as the Bridge between Customers and the Branch</div><div>•To be responsible for the Soft Bucket collections, Early mortality and 12 MOB Fresh Sourcing.</div><div>•To Cross Sell Insurance effectively to the loan customers to safeguard their Property, Health &amp; Life.</div><div>•To Be the Face of SULB Muthoot Fincorp for the Area Assigned for Working.</div><div>•Retain existing live loan customers.</div><div><br/></div><div>Knowledge, Skills &amp; Attributes</div><div>•Result Orientation</div><div>•Customer Service &amp; Retention Focus</div><div>•Strong presentation skills</div><div>•Relationship Building &amp; Stake holder Management</div><div>•Process Knowledge/ Orientation</div><div>•Cross Selling / Upselling Skills</div><div>•Business Development</div><div>•Communication Skills – Proficiency in local language and English</div><div><br/></div>

Muthoot Fincorp Limited

<p>RELATIONSHIP MANAGER</p><table border="0" cellpadding="0" cellspacing="0" width="721"><tbody><tr><td colspan="4" width="100%"><table border="1" cellpadding="0" cellspacing="0"><tbody><tr><td width="37.868480725623584%"><p><strong><span>Job Description</span></strong></p></td><td valign="top" width="62.131519274376416%"><p><strong><span> </span></strong></p></td></tr></tbody></table></td></tr><tr><td width="5.270457697642164%"><p><strong><span>A</span></strong></p></td><td colspan="3" width="94.72954230235784%"><p><strong><span>  Job Specification</span></strong></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>1</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Company Name</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Muthoot Fincorp Limited</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>2</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Position / Designation</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Relationship Manager – Secured &amp; Unsecured Lending Business</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>3</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Grade</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span> </span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>4</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Employment Type</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>All Employment Type</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>5</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Reporting to – </span></strong></p><p><strong><span>Designation &amp; Grade</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Business Manager – Secured &amp; Unsecured Lending Business</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>6</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>No. of Reportees,</span></strong></p><p><strong><span>Designation &amp; Grade</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Individual Role</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span> </span></strong></p><p><strong><span>7</span></strong></p><p><strong><span> </span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Main Tasks &amp; Areas of Responsibility</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><ul><li><span>To find new micro markets and empanel good quality referral partners to scale up Micro LAP business &amp; Gold backed secured business loan (Suvarna)</span></li><li><span>Work in the Area assigned by the Branch Business Manager and generate leads</span></li><li><span>Cold Calling to the potential customer base to generate business</span></li><li><span>Daily Sales Calls as per the Plan submitted to BBM</span></li><li><span>To find, nurture and develop excellent relationship with the Referral Partners / Connectors</span></li><li><span>To Activate Referral Partners for new business</span></li><li><span>To give doorstep service to customers – at their residence or office.</span></li><li><span>To learn the Organisation’s policies, and source files as per the policy.</span></li><li><span>To Act as the Eyes &amp; Ears of the Organisation while working in the Market for new opportunities, competition information and sharing them to Branch Business Manager </span></li><li><span>To Support the Customers in terms of end -to- end loan processing.</span></li><li><span>To act as the Bridge between Customers and the Branch</span></li><li><span>To be responsible for the Soft Bucket collections, Early mortality and 12 MOB Fresh Sourcing.</span></li><li><span>To Cross Sell Insurance effectively to the loan customers to safeguard their Property, Health &amp; Life.</span></li><li><span>To Be the Face of SULB Muthoot Fincorp for the Area Assigned for Working.</span></li><li><span>Retain existing live loan customers.</span></li></ul><p><span> </span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>8</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Skills and Exposure</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><ul><li><span>A result oriented individual with Positive Mental Attitude with Integrity, willing to put hardwork.</span></li><li><span> </span></li></ul><p><span>Atleast 5 years experience in working in Retail Assets especially Home Loans and Loan Against Property business.  Exposure to Affordable segment preferred.</span></p><p><span> </span></p><ul><li><span> Excellent interpersonal and verbal communication skills</span></li></ul><p><span> </span></p><ul><li><span>Be a Go – Getter.</span></li></ul></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>9</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Special Requirements (If any)</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span> </span><span>Working knowledge of Affordable Home Loans / Micro LAP business exposure, preferable.</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>10</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Job Location / State</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Telangana, Andhra Pradesh, Tamil Nadu, Rajasthan, MP, Gujarath, Delhi, Karnataka , Rajasthan, Uttar Pradesh, </span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>11</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Compensation Band</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>As per policy</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>12</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Entitlements</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>As per policy</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>13</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Stake Holders</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Should be able to manage multiple stakeholders and collaborate with Branch, State, Zonal teams</span></p></td></tr><tr><td width="5.270457697642164%"><p><strong><span>B</span></strong></p></td><td colspan="3" width="94.72954230235784%"><p><strong><span> </span></strong></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>15</span></strong></p></td><td valign="bottom" width="27.562326869806093%"><p><strong><span>Educational Qualification / Technical Certification</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Any Graduation / Plus 2 with relevant experience of more than 5 years in Home Loans / Affordable Mortgages Market.</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>16</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Skill Sets</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Experience in Home Loans / Mortgages Sales &amp; distribution</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>17</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Communication Skills</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Good oral, written and presentation skills</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>18</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Experience</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>5+ years of overall experience preferred in Mortgages industry, with atleast 2 years in Affordable segment preferred.</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>19</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Behavioral Competencies</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>Uncompromising ethical standards and discipline expected</span></p></td></tr><tr><td width="5.2631578947368425%"><p><strong><span>20</span></strong></p></td><td width="27.562326869806093%"><p><strong><span>Other Requirements (If any)</span></strong></p></td><td width="2.6315789473684212%"><p><span>:</span></p></td><td width="64.54293628808864%"><p><span>-</span></p></td></tr></tbody></table><p><span>  </span></p>

<p>RELATIONSHIP MANAGER - ALWAR</p><br/><div>Key Job Responsibilities </div><div>Deliver on Customer Acquisition through business development</div><div>•To find new micro markets and empanel good quality referral partners to scale up Micro LAP business &amp; Gold backed secured business loan (Suvarna)</div><div>•Work in the Area assigned by the Branch Business Manager and generate leads</div><div>•Cold Calling to the potential customer base to generate business</div><div>•Daily Sales Calls as per the Plan submitted to BBM</div><div>•To find, nurture and develop excellent relationship with the Referral Partners / Connectors</div><div><br/></div><div>Managing the customer journey through sales championship, process championship and product championship To Activate Referral Partners for new business</div><div>•To give doorstep service to customers – at their residence or office.</div><div>•To learn the Organization’s policies, and source files as per the policy.</div><div>•To Act as the Eyes &amp; Ears of the Organization while working in the Market for new opportunities, information and sharing them to Branch Business Manager </div><div>•To Support the Customers in terms of end -to- end loan processing.</div><div>•To act as the Bridge between Customers and the Branch</div><div>•To be responsible for the Soft Bucket collections, Early mortality and 12 MOB Fresh Sourcing.</div><div>•To Cross Sell Insurance effectively to the loan customers to safeguard their Property, Health &amp; Life.</div><div>•To Be the Face of SULB Muthoot Fincorp for the Area Assigned for Working.</div><div>•Retain existing live loan customers.</div><div><br/></div><div>Knowledge, Skills &amp; Attributes</div><div>•Result Orientation</div><div>•Customer Service &amp; Retention Focus</div><div>•Strong presentation skills</div><div>•Relationship Building &amp; Stake holder Management</div><div>•Process Knowledge/ Orientation</div><div>•Cross Selling / Upselling Skills</div><div>•Business Development</div><div>•Communication Skills – Proficiency in local language and English</div><div><br/></div>

<p>RELATIONSHIP MANAGER - SECURED & UNSECURED LENDING BUSINESS</p><br/><div>Key Job Responsibilities </div><div>Deliver on Customer Acquisition through business development</div><div>•To find new micro markets and empanel good quality referral partners to scale up Micro LAP business &amp; Gold backed secured business loan (Suvarna)</div><div>•Work in the Area assigned by the Branch Business Manager and generate leads</div><div>•Cold Calling to the potential customer base to generate business</div><div>•Daily Sales Calls as per the Plan submitted to BBM</div><div>•To find, nurture and develop excellent relationship with the Referral Partners / Connectors</div><div><br/></div><div>Managing the customer journey through sales championship, process championship and product championship To Activate Referral Partners for new business</div><div>•To give doorstep service to customers – at their residence or office.</div><div>•To learn the Organization’s policies, and source files as per the policy.</div><div>•To Act as the Eyes &amp; Ears of the Organization while working in the Market for new opportunities, information and sharing them to Branch Business Manager </div><div>•To Support the Customers in terms of end -to- end loan processing.</div><div>•To act as the Bridge between Customers and the Branch</div><div>•To be responsible for the Soft Bucket collections, Early mortality and 12 MOB Fresh Sourcing.</div><div>•To Cross Sell Insurance effectively to the loan customers to safeguard their Property, Health &amp; Life.</div><div>•To Be the Face of SULB Muthoot Fincorp for the Area Assigned for Working.</div><div>•Retain existing live loan customers.</div><div><br/></div><div>Knowledge, Skills &amp; Attributes</div><div>•Result Orientation</div><div>•Customer Service &amp; Retention Focus</div><div>•Strong presentation skills</div><div>•Relationship Building &amp; Stake holder Management</div><div>•Process Knowledge/ Orientation</div><div>•Cross Selling / Upselling Skills</div><div>•Business Development</div><div>•Communication Skills – Proficiency in local language and English</div><div><br/></div>

<p>RELATIONSHIP MANAGER - UNNAO</p><br/><div>Key Job Responsibilities </div><div>Deliver on Customer Acquisition through business development</div><div>•To find new micro markets and empanel good quality referral partners to scale up Micro LAP business &amp; Gold backed secured business loan (Suvarna)</div><div>•Work in the Area assigned by the Branch Business Manager and generate leads</div><div>•Cold Calling to the potential customer base to generate business</div><div>•Daily Sales Calls as per the Plan submitted to BBM</div><div>•To find, nurture and develop excellent relationship with the Referral Partners / Connectors</div><div><br/></div><div>Managing the customer journey through sales championship, process championship and product championship To Activate Referral Partners for new business</div><div>•To give doorstep service to customers – at their residence or office.</div><div>•To learn the Organization’s policies, and source files as per the policy.</div><div>•To Act as the Eyes &amp; Ears of the Organization while working in the Market for new opportunities, information and sharing them to Branch Business Manager </div><div>•To Support the Customers in terms of end -to- end loan processing.</div><div>•To act as the Bridge between Customers and the Branch</div><div>•To be responsible for the Soft Bucket collections, Early mortality and 12 MOB Fresh Sourcing.</div><div>•To Cross Sell Insurance effectively to the loan customers to safeguard their Property, Health &amp; Life.</div><div>•To Be the Face of SULB Muthoot Fincorp for the Area Assigned for Working.</div><div>•Retain existing live loan customers.</div><div><br/></div><div>Knowledge, Skills &amp; Attributes</div><div>•Result Orientation</div><div>•Customer Service &amp; Retention Focus</div><div>•Strong presentation skills</div><div>•Relationship Building &amp; Stake holder Management</div><div>•Process Knowledge/ Orientation</div><div>•Cross Selling / Upselling Skills</div><div>•Business Development</div><div>•Communication Skills – Proficiency in local language and English</div><div><br/></div>

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