9 Customer Relationship Financial Jobs in Surat
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Relationship Manager - Wealth Channel - Insurance (3-7 yrs) Mumbai/Ahmedabad/Surat/Pune (BFSI Sales) Yo HR Consultancy - Mumbai/Ahmedabad/Surat/Pune calling, using referrals etc.- Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria.- Work with clients to deliver risk management 3 days ago
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Sales Officer - Banking (0-3 yrs) Surat (BFSI Sales) Tekpillar Services Pvt.Ltd - Surat customer relationships and understand their financial needs.- Achieve sales targets through effective strategies.- Manage budget and allocate funds appropriately- Bring out the best of branch's personnel 26 days ago
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Relationship Associate - Bancassurance Max Life Insurance - Surat on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities Documentation and Application Processing: Relationship Associates assist customers Not disclosed INR 8 days ago
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Manager - Sales - Banking (0-3 yrs) Surat/Vadodara/Baroda/Vapi (BFSI Sales) Tekpillar Services - Surat/Vadodara/Baroda/Vapi , building strong relationships, and promoting our suite of financial products. Your primary focus will be on generating leads, meeting sales targets, and delivering exceptional customer service.Key More than 30 days ago
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Sales Officer - Banking (1-5 yrs) Surat/Vadodara (BFSI Sales) Tekpillar Services Pvt.Ltd - Surat/Vadodara about finance, excel in sales, and love a dynamic atmosphere, this role is perfect for you!Responsibilities:- Attract new customers for CASA products.- Build strong relationships through personalized More than 30 days ago
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Relationship Manager - Affluent Banking Max Life Insurance - Surat building strong, long-lasting relationships with clients and providing exceptional customer service The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive Not disclosed INR 8 days ago
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Relationship Manager - Affluent Banking Max Life Insurance - Surat ,with a demonstrated track record of achieving sales targets and delivering exceptional customer service . Strong knowledge of financial products,investment strategies,and wealth management solutions . Not disclosed INR 22 days ago
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Financial Service Consultant Max Financial Services - Surat, India allocated' Book of Relations' (existing customer database). Establishing and strengthening relationship with the allocated customer base. Identify financial goals of customers and providing financial planning Not Mentioned More than 30 days ago
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Premier Acquisition Manager - Business Banking-RL Sales-Sales Kotak Mahindra Bank Limited - Surat, India for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance . Responsible For Sourcing High Value CA customer's along with entire Family Banking relationship . Penetration Not Mentioned 17 days ago
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