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1.0 - 5.0 years
1 - 5 Lacs
Bengaluru
Work from Office
About The Role Trade Relationship Manager 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
Posted 16 hours ago
1.0 - 5.0 years
2 - 5 Lacs
Chandigarh
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.com Please mention the following in the subject line as "˜ "Position Name" " Your Name" " Your Current Business group "
Posted 16 hours ago
1.0 - 4.0 years
2 - 5 Lacs
Rajkot
Work from Office
About The Role Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Operations 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 experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.
Posted 16 hours ago
3.0 - 8.0 years
3 - 7 Lacs
Mumbai
Work from Office
About The Role JOB DESCRIPTION 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
Posted 16 hours ago
3.0 - 8.0 years
2 - 4 Lacs
Chennai
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
Posted 16 hours ago
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
Posted 16 hours ago
2.0 - 6.0 years
2 - 4 Lacs
Bhagwanpur
Work from Office
About The Role Branch Relationship Manager 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
Posted 16 hours ago
1.0 - 5.0 years
1 - 5 Lacs
Coimbatore
Work from Office
About The Role Trade Relationship Manager 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
Posted 16 hours ago
3.0 - 8.0 years
3 - 7 Lacs
Pune
Work from Office
About The Role JOB DESCRIPTION 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
Posted 16 hours ago
2.0 - 5.0 years
2 - 4 Lacs
Tirupati
Work from Office
About The Role Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
Posted 16 hours ago
3.0 - 8.0 years
3 - 7 Lacs
Jaipur
Work from Office
About The Role JOB DESCRIPTION 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
Posted 16 hours ago
1.0 - 5.0 years
2 - 4 Lacs
Surat
Work from Office
About The Role Premier Acquisition Manager-RL SALES- JOB DESCRIPTION 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
Posted 16 hours ago
1.0 - 5.0 years
1 - 5 Lacs
Ahmedabad
Work from Office
About The Role Trade Relationship Manager 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
Posted 16 hours ago
2.0 - 7.0 years
3 - 7 Lacs
Kota
Work from Office
About The Role To capture very large opportunity in Loan against property and Housing in Semi-urban and Rural India banks is setting up separate team for effective coverage. This will help to retain and grow our customer base in Bharat Geography. Team will be distributing loans through emerging branch network and also focus on acquisition of NTB customers through alternate channels. We have exciting opportunity for young leaders who want to build fast track career. Area Sales Manager-Mortgages( Bharat HL & LAP) Location Maharashtra (Ahmednagar, Nashik (Malegaon),Thane Reporting to Regional Sales Manager Grade M4/M5 Achieve sales volume and revenue target on month on month basis. Work closely with branch banking teams and participate in joint business development activities to generate business. Recruit, Train and motivate the sales team to ensure high performance and regular field visits. Monitor team productivity, provide necessary training and support Guide team members to generate business and oversee documentation process including legal & technical and ensure accuracy and completeness. Focus on building CASA through existing customers and ensure cross sell and fee based income achievement through team. Build and maintain relationships with clients, DSAs and channel partners. Ensure excellent customer service and address any issues or concerns promptly Closely monitor portfolio quality and achieve delinquency targets through team Qualification - Graduate Minimum 7-10 yearsof experience in Mortgages, Unsecured loans, Wheels business or Working capital. Team handling & cross sell through branch channel. High drive for results, strong work ethic, relationship management and negotiation skills. Strong customer-centric approach to generate business and high standard of satisfaction.
Posted 16 hours ago
3.0 - 8.0 years
3 - 7 Lacs
Surat
Work from Office
About The Role JOB DESCRIPTION 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
Posted 16 hours ago
1.0 - 6.0 years
14 - 18 Lacs
Rajkot
Work from Office
About The Role Department SBE (BL/WC) Location Reporting Relationship Zonal Business Manager (ZBM) Position Grade M6/M7 Job Role Managing team of leaders and front line resource at Regional Level 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 regional level concerns Channel Management viz RL, Privy, etc Drive adoption of various digital initiatives at regional level To ensure right sourcing is being done at regional level Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, 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 region 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 Experience10+ years"™ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is must. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills
Posted 16 hours ago
2.0 - 7.0 years
3 - 7 Lacs
Ganganagar
Work from Office
About The Role To capture very large opportunity in Loan against property and Housing in Semi-urban and Rural India banks is setting up separate team for effective coverage. This will help to retain and grow our customer base in Bharat Geography. Team will be distributing loans through emerging branch network and also focus on acquisition of NTB customers through alternate channels. We have exciting opportunity for young leaders who want to build fast track career. Area Sales Manager-Mortgages( Bharat HL & LAP) Location Maharashtra (Ahmednagar, Nashik (Malegaon),Thane Reporting to Regional Sales Manager Grade M4/M5 Achieve sales volume and revenue target on month on month basis. Work closely with branch banking teams and participate in joint business development activities to generate business. Recruit, Train and motivate the sales team to ensure high performance and regular field visits. Monitor team productivity, provide necessary training and support Guide team members to generate business and oversee documentation process including legal & technical and ensure accuracy and completeness. Focus on building CASA through existing customers and ensure cross sell and fee based income achievement through team. Build and maintain relationships with clients, DSAs and channel partners. Ensure excellent customer service and address any issues or concerns promptly Closely monitor portfolio quality and achieve delinquency targets through team Qualification - Graduate Minimum 7-10 yearsof experience in Mortgages, Unsecured loans, Wheels business or Working capital. Team handling & cross sell through branch channel. High drive for results, strong work ethic, relationship management and negotiation skills. Strong customer-centric approach to generate business and high standard of satisfaction.
Posted 16 hours ago
1.0 - 5.0 years
1 - 2 Lacs
Vadodara
Work from Office
About The Role JOB Role- Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job Requirement- Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred) Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation. Should be well groomed and presentable with ambassadorship qualities.
Posted 16 hours ago
1.0 - 6.0 years
14 - 18 Lacs
Surat
Work from Office
About The Role Department SBE (BL/WC) Location Reporting Relationship Zonal Business Manager (ZBM) Position Grade M6/M7 Job Role Managing team of leaders and front line resource at Regional Level 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 regional level concerns Channel Management viz RL, Privy, etc Drive adoption of various digital initiatives at regional level To ensure right sourcing is being done at regional level Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, 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 region 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 Experience10+ years"™ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is must. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills
Posted 16 hours ago
2.0 - 5.0 years
2 - 4 Lacs
Neemrana
Work from Office
About The Role Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
Posted 16 hours ago
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
Posted 16 hours ago
1.0 - 4.0 years
2 - 5 Lacs
Tiruppur
Work from Office
About The Role Description for Internal Candidates 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 atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.
Posted 16 hours ago
2.0 - 5.0 years
2 - 4 Lacs
Assandh
Work from Office
About The Role Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
Posted 16 hours ago
1.0 - 5.0 years
1 - 2 Lacs
Borsad
Work from Office
About The Role JOB Role- Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job Requirement- Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred) Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation. Should be well groomed and presentable with ambassadorship qualities.
Posted 16 hours ago
2.0 - 5.0 years
2 - 4 Lacs
Hansi
Work from Office
About The Role Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
Posted 16 hours ago
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