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1.0 - 4.0 years

2 - 3 Lacs

Pune

Work from Office

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance Speed and efficiency of service givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationshipCustomer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation In absence of equality, prefer sales orientation as a skewThorough understanding of bankingCustomer Retention Cost Efficiency Through Process

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1.0 - 6.0 years

4 - 8 Lacs

Mumbai

Work from Office

Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. 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 Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years" experience in the local market preferably some background in Sales & Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.

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0.0 - 5.0 years

11 - 15 Lacs

Mumbai

Work from Office

Area Business Manager Small Business 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 Good influencing skills

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1.0 - 5.0 years

2 - 4 Lacs

Hassan, Udupi, Bengaluru

Work from Office

Generate leads through field visits & cold calling Meet potential customers and pitch products/services Convert leads into successful sales Maintain client relationships Achieve monthly sales targets Provide daily/weekly sales updates to the manager Required Candidate profile 1 to 3 years of exp. in sales Graduation is mandatory Strong communication Willingness to work in the field Local candidates with good network will be preferred Contact: +91 8160174117 | Priyansi

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1.0 - 3.0 years

2 - 3 Lacs

Rajahmundry, Kandukur, Nellore

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. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges

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15.0 - 19.0 years

0 Lacs

maharashtra

On-site

The President/Chief Executive Officer is responsible for the overall direction and administration of programs and services provided by the Board of Directors. You will ensure that all aspects of the Bank's activities obtain maximum profits commensurate with the best interest of shareholders, customers, employees, and the public. Your duties will include providing the highest level of customer relations and service, as well as ensuring compliance with Bank policies and procedures. You will be directly responsible for attaining all established Bank operational and financial goals. Additionally, you will perform supervisory duties of department staff and coordinate staff for coverage in all related areas of the department. As the CEO, you will have the prime duty to formulate the operational policies and strategies for the bank according to the situation. This will involve setting goals and objectives, formulating deadlines, and overseeing all work regarding financial transactions and other important functions. Collaboration with shareholders for releasing company reports, updating financial data with accuracy, and monitoring various department functions to ensure they are on track are also part of your responsibilities. Key job tasks of CEO include planning, collaborating with the board to define the organization's vision, creating annual operating plans, developing strategies for financial viability, and fostering future leadership within the organization. You will oversee operations, manage compliance with legal requirements, create procedures for implementing approved plans, and promote a culture that reflects organizational values. In terms of financial management, you will oversee the development of annual budgets, manage resources within budget guidelines, ensure appropriate accounting procedures, and provide accurate financial information to keep the board informed. Human resource management responsibilities include recruitment, employee development, policy development, performance management, and compliance with regulatory concerns. Additionally, you will be involved in marketing and PR activities, general administrative tasks, and merger and acquisition planning. The candidate for the role of bank CEO should possess exceptional leadership and supervisory skills, excellent analysis, observation, and decision-making skills, outstanding communication skills (both written and verbal), as well as a deep knowledge of rules and regulations within the sector. It is essential to have the acumen to coordinate resources effectively to achieve set goals and objectives. Overall, the CEO plays a crucial role in steering the bank towards success by providing strategic direction, ensuring operational efficiency, fostering a positive organizational culture, and driving financial growth.,

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3.0 - 7.0 years

0 Lacs

karnataka

On-site

You will be responsible for originating NTB prospects through direct sourcing and open market channels. Your primary task will be acquiring customers and taking their proposal up to the stage of disbursement. Additionally, you will meet existing customers to generate business opportunities and thereby increase revenue for the organization. Your role will involve catering to businesses with turnovers ranging from Rs 100 to 500 crores in Emerging Business, Rs 500 to 1000 crores in Mid Corporate, and Rs 1000 crores and above in Large Corp. You will be offering various working capital facilities such as Overdraft, Cash credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc., based on the specific needs of the clients. Managing customer relationships will be a crucial aspect of your job. You will be responsible for addressing both service and sales queries for customers, with the objective of engaging and retaining them. Additionally, you will identify new segments and set up new trade verticals to explore prospective business opportunities in different locations and regions that are new to the company. You will also be required to recommend and introduce new services to customers with the goal of engaging them and generating fee income. Furthermore, acquiring Emerging Corporate Profile customers and cross-selling other retail products will be part of your responsibilities. To be eligible for this role, you should have a Post Graduate or Graduate degree in any discipline.,

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1.0 - 6.0 years

3 - 8 Lacs

Udaipur, Ajmer, Jaipur

Work from Office

Any Sales Experience BFSI/NBFC Managing the banking and investments relationship Customer-service orientation Negotiation and Persuasion skills & Relationship building CASA & Asset Insurance Fintech any financial product sales exp Required Candidate profile Understanding of KYC, AML guidelines and complying with Bank policies for the role and responsibilities Client Handling Ensuring timely opening of accounts and giving smooth on boarding experience Perks and benefits Best In BFSI*

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2.0 - 5.0 years

3 - 3 Lacs

Bhubaneswar, Kolkata, Bokaro

Work from Office

Analyze sales performance & identify opportunities for growth Prepare reports on sales trends & forecasts Build strong client relationships Collaborate with management to refine sales strategies Handle customer inquiries and contracts Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory Sr.HR Neha 8488981861 neha.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

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1.0 - 4.0 years

1 - 4 Lacs

Navi Mumbai, Pune, Mumbai (All Areas)

Work from Office

Greetings from Bank..!!! - Managing the sales through assigned leads - Resolving customer queries - To Close The leads Provided By the Company - To Handle the walk-in customer - To do Cold calling on the lead-based data. Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits Fixed package incentive medical insurance coverage

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1.0 - 4.0 years

2 - 4 Lacs

Guwahati, Bhubaneswar, Kolkata

Work from Office

- Assign to one branch for overall sales operation online - Managing the sales through assigned leads - The candidate has to handle tie-up partners - To Close The leads Provided By the Company - Handle the walk-in customer - Do Cross Selling Products Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits Fixed package incentive medical insurance coverage

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1.0 - 4.0 years

1 - 3 Lacs

Nashik, Ahmednagar

Work from Office

* The candidate has to handle tie-up banks. * Regularly visiting all the branches across the territory * To build relationships with existing customer * Lead Closing * Handle the walk-in customer through tie-up Banks. * 100% lead provide Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

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1.0 - 4.0 years

2 - 3 Lacs

Patna, Jamshedpur, Ranchi

Work from Office

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement

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1.0 - 6.0 years

1 - 3 Lacs

Gandhinagar, Patan, Ahmedabad

Work from Office

strong knowledge of insurance products - Excellent interpersonal & communication skills - Sales and target-driven mindset - Ability to manage relationships & influence stakeholders - Basic understanding of banking operations & financial services Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-38 Min 1 Year experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred

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2.0 - 6.0 years

1 - 3 Lacs

Kolhapur, Nashik, Sangli

Work from Office

Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp -87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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1.0 - 6.0 years

1 - 6 Lacs

Guwahati, Kolkata, Siliguri

Work from Office

Develop & execute strategic sales plans Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers. Build mentor and manage strong team of sales and partners.. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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2.0 - 6.0 years

2 - 6 Lacs

Bidar, Vijayapura, Mysuru

Work from Office

Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash C Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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3.0 - 7.0 years

0 Lacs

ahmedabad, gujarat

On-site

The ideal candidate for the position should possess a qualification of CA/Inter CA. It is essential to have prior experience as a manager, Assistant Manager, or Deputy Manager of accounts in a Listed Company in the current role. The candidate should have a minimum of 3-5 years of experience if they are a CA, or 5-7 years of experience if they are an Inter CA. The base location for this position is Ahmedabad, or the candidate should be willing to relocate to Ahmedabad. The candidate must be proficient in SAP and have expertise in MS Office, especially Excel. Knowledge of IND-AS is a prerequisite. Experience in financial reporting and financial preparation in Excel, management MIS, SEBI compliances, ROC compliances, audit adherence, due diligence of accounts and taxation, ledger scrutiny, banking operations, and database management is essential. Effective communication skills and interpersonal abilities are crucial. The candidate should be a team player with adaptability, willingness to learn, and creativity. Knowledge of merger, acquisition, listing, and/or fund raising will be considered an added advantage. An immediate joiner will be given additional preference for this position.,

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10.0 - 14.0 years

0 Lacs

maharashtra

On-site

As a member of the legal team at USV, a top-15 pharmaceutical company in India known for its excellence in the diabetes and cardio sectors, you will play a crucial role in reviewing and drafting international agreements. Your responsibilities will include drafting, vetting, and negotiating various agreements such as In/Out License Agreement, Development Agreements, Master Service Agreement (Clinical Trial / Non Clinical Trial), Manufacturing and Supply Agreement, Confidential Disclosure Agreement, Consultancy Agreement, Agency and Distribution Agreement, Liaisoning Agreement, Retainer Agreement, and agreements related to product development. Collaboration with Business Development, Project Finance, sales team, and supporting areas like Finance, Admin, Accounting & HR will be essential as you provide advice on legal risks, business strategies, and other issues related to the company's businesses. You will also be involved in periodic reviews of all standard templates, suggesting amendments, and advising management on risk mitigating measures. In addition to your responsibilities related to agreements, you will assist the AVP - Legal and General Counsel in reviewing data, agreements, conducting due diligence, and preparing management reports in merger and acquisition deals. Your role will also involve advising on general business law issues and managing legal matters across various areas of the company, including corporate matters, procurement, safety, security, insurance, and sustainability. Other key responsibilities include the ability to work independently and as a team member in reviewing and negotiating agreements with global customers, delivering high-quality work under deadlines, proactively reviewing existing templates/agreements, imparting training to other departments on contract SoP, suggesting internal processes for tracking and completing tasks, coordinating with cross-functional teams for agreement execution, maintaining the Contract Management Tool, conducting legal compliance audits, and supporting various cross-functional departments. As an ideal candidate, you should have an LLB degree with at least 10 years of post-qualification experience. Your role will be pivotal in ensuring legal compliance, risk mitigation, and successful management of legal matters across the organization.,

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3.0 - 8.0 years

2 - 4 Lacs

Vadodara

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 - 5 Lacs

Mumbai

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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1.0 - 6.0 years

4 - 8 Lacs

Mumbai

Work from Office

About The Role Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. 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 Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years" experience in the local market preferably some background in Sales & Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.

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3.0 - 8.0 years

2 - 4 Lacs

Visakhapatnam

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

1 - 5 Lacs

Mumbai

Work from Office

About The Role Job Role Data Acquisition Using publicly available resources like internet and directories Using existing social/professional network to generate references Area mapping for generation of Databases for ultra HNIs and mid sized corporate Data Mining Study existing databases to figure out possible prospects Liaise with other group/non group entities to generate future business Prospect Ownership Schedule meeting of attached RM with the prospects Update the same on CRM systems Accompany RM for these meetings End to end follow up with the RM till conversion Job Requirements Excellent written and oral communication skills Selling Skills Proficient in Microsoft Applications - Excel, Word & PowerPoint Experience in investment/financial services industry Teamwork and Collaboration Relationship Building

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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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