1353 Account Opening Jobs - Page 10

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Demat account opening process, New client acquisition. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Demat account opening process, New client acquisition. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates...

As a candidate for the role of Sales Executive at the bank, your main responsibilities will include: - Sales of the Banks product and services and achievement of individual/branch business targets. - Developing and nurturing relationships with existing customers to generate new business from them. - Originating and acquiring new leads from existing customers and other sources to convert into business for the branch through marketing calls and customer visits. - Cross-selling third-party products like insurance to existing customers. - Generating leads for Current and Savings Accounts (CASA) for new customers and increasing balance with existing customers. - Generating leads for various loan ...

You will be a part of the Treasury - Investments team at Navi, responsible for managing the company's treasury to ensure liquidity, manage financial risk, and oversee day-to-day banking operations. Your role will involve creating and executing investment strategies to optimize returns. **Key Responsibilities:** - Liquidity Management of Different Entities - Cashflow maintenance of all Entities - Estimating and funding Business accounts appropriately - Processing Trade Settlement within the Timelines - Cash Deployment in CROMS - ISDA and GMRA setup - Coordination with Custody, Exchanges, Banks, Brokers, Custody, etc. - Creation and modification of Investment systems for new entities - Ensurin...

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of iss...

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic sales professionals for the following roles (On the payroll of Kotak Mahindra Bank) if interested in Open Market Field Sales. Acquisition Manager: Grade: Asst. Manager - M1 Service Officer: Asst. Manager -M1( Teller) Maximum Age Limit: 30 Years Job Description: To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel ...

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of...

Relationship Manager-TFE JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total exp...

Job Overview: We are currently looking for a Relationship Manager, to join us. In this role you will be responsible to build and preserve trusting relationships with our clients, ensuring client satisfaction, and driving business growth. You will also be responsible to find ways to outperform our competition and maintain our companys positive image by building strong relationships with our clients to boost our brand and profits in the long run. Responsibilities : Direct Sales Responsibilities. Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation...

Role & responsibilities Acquiring customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients and cross sell (MF SIP) Seek references from customers/prospects Preferred candidate profile 2 Years with sales experience in BFSI/NBFC Willing to visit clients Graduate/ Post graduate is must Decent communication skills Location - Navi Mumbai Interested candidates can share resumes on swapnali.mendonca@sharekhan.com

Role & responsibilities : To source customers for Current Account, Saving Account Products of the bank. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X Sell and Third Party Products like Insurance Contribute towards building CASA book size. Preferred candidate profile • Excellent communication skills. • Should have some existing base of customers • Graduate/Post Graduate : 6 M - 2 years of experience • Customer orientation • High energy levels with a motive to succeed Note- Fresher Candidates are also welcome for interv...

The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch s financial targets The BOH is also responsible for ensuring compliance with the rules, regulations and policies governing the bank Ensure administration of the branch by directing daily operations like cash, clearing, transfer, ECS/RTGS/NEFT, SB, CD, FDR, Deposits, account opening and customer service with a team of Tellers and Customer Service Officers Ensure all customer complaints and issues are resolved maintaining high service sta...

Lead generation at the time of account opening/service call being made to the customer Establishing strengthening relationship with Cluster head staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Li...

The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch s financial targets The BOH is also responsible for ensuring compliance with the rules, regulations and policies governing the bank Ensure administration of the branch by directing daily operations like cash, clearing, transfer, ECS/RTGS/NEFT, SB, CD, FDR, Deposits, account opening and customer service with a team of Tellers and Customer Service Officers Ensure all customer complaints and issues are resolved maintaining high service sta...

The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch s financial targets The BOH is also responsible for ensuring compliance with the rules, regulations and policies governing the bank Ensure administration of the branch by directing daily operations like cash, clearing, transfer, ECS/RTGS/NEFT, SB, CD, FDR, Deposits, account opening and customer service with a team of Tellers and Customer Service Officers Ensure all customer complaints and issues are resolved maintaining high service sta...

The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch s financial targets The BOH is also responsible for ensuring compliance with the rules, regulations and policies governing the bank Ensure administration of the branch by directing daily operations like cash, clearing, transfer, ECS/RTGS/NEFT, SB, CD, FDR, Deposits, account opening and customer service with a team of Tellers and Customer Service Officers Ensure all customer complaints and issues are resolved maintaining high service sta...

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Grad/Non-Grad, must be *NISM certified* > min 2 yrs exp in Dealing > Knowledge about trading software. > Must have their own client base. *Localite - Hyderabad/ Chennai/ Cochin/ Madurai/ Coimbatore* Perks and benefits As per Industry norms

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Grad/Non-Grad, must be *NISM certified* > min 2 yrs exp in Dealing > Knowledge about trading software. > Must have their own client base. *Localite - Hyderabad/ Chennai/ Cochin/ Madurai/ Coimbatore* Perks and benefits As per Industry norms

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Grad/Non-Grad, must be *NISM certified* > min 2 yrs exp in Dealing > Knowledge about trading software. > Must have their own client base. *Localite - Hyderabad/ Chennai/ Cochin/ Madurai/ Coimbatore* Perks and benefits As per Industry norms

About Us: Trade Nova Technologies Pvt Ltd is a growing financial services company based in Noida, committed to providing excellent investment and trading solutions to our clients. To expand our client base, we are looking for enthusiastic and hardworking Telecallers who can play a key role in opening Demat accounts through tele-sales. Key Responsibilities: Make outbound calls to potential customers and explain the benefits of opening a Demat account. Generate leads, follow up with prospects, and convert them into account openings. Maintain records of calls, leads, and conversions. Meet daily/weekly/monthly targets for calls and account openings. Build and maintain good customer relationships...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch's financial targets. The BOH is also responsible for ensuring compliance with the rules, ...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch's financial targets. The BOH is also responsible for ensuring compliance with the rules, ...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch's financial targets. The BOH is also responsible for ensuring compliance with the rules, ...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch's financial targets. The BOH is also responsible for ensuring compliance with the rules, ...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch's financial targets. The BOH is also responsible for ensuring compliance with the rules, ...