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2.0 - 7.0 years

0 - 0 Lacs

navi mumbai, mumbai city, thane

On-site

Dear Candidate, Urgent opening with leading bank. Experience : 2+ yrs CTC : Upto 5 LPA Location : Across Mumbai /Navi Mumbai / Thane Job Description : 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC && AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances && starts transactions in his accounts (within M1 && Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager && product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Interested candidate can revert back with updated resume on qcnaukri2@gmail.com Any query can call Manisha : 9152859486 / 022-40697716

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1.0 - 5.0 years

2 - 4 Lacs

Hyderabad

Work from Office

About The Role Short Description for Internal Candidates JOB Role- " Acquisition of HNI's only. " Selling TPP and Generating Revenue. " Building CASA book size. Job Requirement- " Good coordinator with different channels. " Excellent communication skills. " Should have some knowledge and experience in Portfo Description for Internal Candidates JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"s Graduates MBA Having more than 1-2 year work experience

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3.0 - 8.0 years

3 - 7 Lacs

Surat

Work from Office

About The Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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3.0 - 8.0 years

2 - 4 Lacs

Mumbai

Work from Office

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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3.0 - 8.0 years

2 - 4 Lacs

Ahmedabad

Work from Office

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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1.0 - 5.0 years

2 - 4 Lacs

Ahmedabad

Work from Office

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

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1.0 - 5.0 years

2 - 4 Lacs

Gurugram

Work from Office

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size.Job Requirement Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"s Graduates MBA Having more than 1-2year work experience

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2.0 - 7.0 years

2 - 3 Lacs

Nagpur, Baramati, Hingoli

Work from Office

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges For More info: Kevisha Lathiya | 88490 20556

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3.0 - 8.0 years

2 - 4 Lacs

Bengaluru

Work from Office

About The Role JOB ROLE : Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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1.0 - 5.0 years

2 - 4 Lacs

Chennai

Work from Office

About The Role Premier Acquisition Manager-RL SALES- JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"s Graduates MBA Having more than 1-2 year work experience

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1.0 - 5.0 years

2 - 5 Lacs

Surat

Work from Office

About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements:: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter Application: If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail tosmitha.nair@kotak.comPlease mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business group "

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3.0 - 8.0 years

2 - 4 Lacs

Ankleshwar

Work from Office

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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2.0 - 5.0 years

11 - 15 Lacs

Mumbai

Work from Office

About The Role Job Role "Scoping and scanning the market for origination of Real Estate transactions across standard asset classes, high yield deals, special situation deals & lease rental discounting transactions from both the primary as well as secondary (existing lender/investor) markets. "Ideating with Promoters/CFO/CXO for structuring and identifying opportunities for financing/ restructuring settlement/ advisory mandates. "Need understanding skills to evaluate the Real Estate asset category as a whole. "Continuous engagement with internal relationships, agencies, investors and coverage teams "Developing pitches with financing solutions and structuring acceptable credit solutions "Preparation of IM & analytical material for internal do-ability assessment and for external investors cash flow models, information docket, etc. "Working with external agencies, sales team and prospective investors for placements. "Closure of deal including sanctions, due diligences, documentation and funding "Working independently as well as part of a larger team job Requirements "QualificationsMBA (from top tier institutions); CA (rankers first attempt) "Should have in-depth experience of working with Borrowers/Corporates/ NBFCs/Investors/Funds "Established track record of origination structuring placement of RE & high yield deals "Keen understanding of expectations and typical investment philosophies of the variety of investors active in this space "Create deals across situations acquisitions financing, refinance, stressed assets space, partner/ PE buy outs, Rentals discounting, etc. "Good understanding of taxation & regulatory framework aspects relevant to structuring, listing, etc. Term sheets and documentation negotiation Eligibility " Experience profile of at least 8-12 years

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3.0 - 8.0 years

2 - 4 Lacs

Nagpur

Work from Office

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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2.0 - 6.0 years

2 - 4 Lacs

Mumbai

Work from Office

About The Role Branch Relationship Manager - Business Development Department Retail Liabilities - Branch Banking Location Hyderabad Reporting Relationships Branch Manager Deputy Branch Manager Grade Name Deputy Manager Age 27 Min - 35 Max Grade M2 Job Role: Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Job Requirements: Blend of service and sales orientation MBA Graduate

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1.0 - 2.0 years

1 - 2 Lacs

Mumbai

Work from Office

Educational Qualifications: Any graduation ,and MBA/PGDM Job Responsibilities: To generate leads from given database & Identify decision makers within targeted leads and initiate the sales process. To penetrate all targeted accounts and originate sales opportunities for the company's products and services. To set up and deliver sales presentations, product/service demonstrations on daily basis. To ensure systematic follow-up with the client organizations to take the sales pitch to time-bound closure. To be an interface between the customer and internal support teams to ensure that the customer receives the best possible service from the company. To ensure that all payments are collected as per the company's payment terms. Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Ready for FIELD SALES. Skills Required: New Client Acquisitions , Acquisition Sales , B2B Candidate Attributes: Bachelor's degree (at least 12-month experience) 576% in 10th &12th MBA (at least 9-month experience) experienced can also apply Should have laptop/internet/android Should have own vehicle(DL/RC)

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2.0 - 7.0 years

2 - 4 Lacs

Noida

Work from Office

Walk In interview - Axis bank - Virtual Acquisition Manager Note : Interview will be scheduled only based on profile shortlist by HR Location : Noida Contact : Ganesa Subramanian Whatsapp : 8056659888 (share your resume) Good english communication Must known Local / south languages About OCC: Outbound Contact Center engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Outbound Contact Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: The Virtual Acquisition Manager (VAM) uses business acumen, operational knowledge and impactful client interactions to identify and deliver the right product solution to prospective customers and explore other cross-sell opportunities to them. The Virtual Acquisition Manager (VAM) needs to be proficient in the core NTB liability product being offered andpossess working knowledge of Retail Asset products, Banking operations, Investment options and Cardproducts Key Responsibilities Manage the liability product acquisition thru leads from digital channel and propensity bases, delivering our prospective liability clients a superior customer experience. Acting as a single point of contact till the customer is on boarded. Achieve the monthly assigned business targets through effective conversion ratio, right product mix, defined average sourcing value and cross-sales generating fee income across investment, assets and cards. Effectively utilize all applications, tools, and databases used to process transparent end to-end client support. Proficient with systems related to Banking transactions and services Strictly adhere to the internal control policies and ensure that the organization's activities are carried out in accordance with the set guidelines Qualifications: Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 years relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Proficiency in systems related to Banking transactions and services. Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.

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1.0 - 5.0 years

2 - 4 Lacs

Surat

Work from Office

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement - Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

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2.0 - 6.0 years

2 - 4 Lacs

Hyderabad

Work from Office

Department - Retail Liabilities - Branch Banking Reporting Relationships - Branch Manager Deputy Branch Manager Grade Name Deputy Manager Age 27 Min - 35 Max Grade M2 Job Role: Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Job Requirements: Blend of service and sales orientation MBA Graduate

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3.0 - 8.0 years

2 - 4 Lacs

Pune

Work from Office

About The Role Branch Relationship Manager - BRANCH BANKING - Branch BankingJOB ROLEDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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4.0 - 7.0 years

15 - 20 Lacs

Noida, Gurugram, Delhi / NCR

Hybrid

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Private Equity Building financial models Performing valuation analyses, including comparable transactions and Private trading companies Required Candidate profile Should have Min 4 Years exp in M End to End Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg CFA preferred

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9.0 - 14.0 years

5 - 9 Lacs

Ahmedabad

Work from Office

About The Role Responsible for Sales and driving business in given accounts and in a given region Maximize the existing business Customer Relationship Management with key people and Sr. Management of given accounts Responsible for additional acquisition from existing customers and their existing business Responsible for New Acquisitions, Key Account Management for FIG. Managing team

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3.0 - 8.0 years

2 - 4 Lacs

Ernakulam

Work from Office

About The Role Branch Relationship Manager - BRANCH BANKING - Branch BankingJOB ROLEDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

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3.0 - 8.0 years

6 - 10 Lacs

Tiruppur

Work from Office

About The Role Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client"s business & provide appropriate working capital and business loan solutions across fund/ non-fund based products like Cash Credit, Demand Loan, BG etc. up to limit of Rs. 100 lacs Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill

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2.0 - 6.0 years

2 - 4 Lacs

Faridabad

Work from Office

Job Role: Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Job Requirements: Blend of service and sales orientation MBA Graduate

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