1169 Banking Products Jobs - Page 21

The Business Development Manager will be responsible for acquiring new-to-bank customers from the open market and nurturing them for one year. This role involves servicing the customers and cross-selling banking products and services. After the initial nurturing period, customers will be assigned to respective Relationship Managers (RMs) or Relationship Officers (ROs) based on their eligibility. Role & responsibilities Acquire new-to-bank customers from the open market through direct sales, referrals, and marketing campaigns. Conduct needs analysis to understand customer requirements and offer tailored banking solutions. Build and maintain strong relationships with new customers for one year, ensuring high satisfaction and engagement. Deliver excellent customer service by resolving queries and providing ongoing support. Cross-sell banking products such as savings accounts, credit cards, loans, investments, and insurance. Monitor customer behaviour to identify upselling and cross-selling opportunities. Collaborate with internal teams (marketing, product, operations) for smooth onboarding and servicing. Maintain accurate customer records in the CRM system. Prepare reports on acquisition, retention, and cross-sell performance. Transition customers to RMs or ROs based on eligibility after the nurturing period If Interested, pls share resume on chaitali.chavan@unitybank.co.in or whatsApp resume on 9082733093

The Business Development Manager will be responsible for acquiring new-to-bank customers from the open market and nurturing them for one year. This role involves servicing the customers and cross-selling banking products and services. After the initial nurturing period, customers will be assigned to respective Relationship Managers (RMs) or Relationship Officers (ROs) based on their eligibility. Role & responsibilities Acquire new-to-bank customers from the open market through direct sales, referrals, and marketing campaigns. Conduct needs analysis to understand customer requirements and offer tailored banking solutions. Build and maintain strong relationships with new customers for one year, ensuring high satisfaction and engagement. Deliver excellent customer service by resolving queries and providing ongoing support. Cross-sell banking products such as savings accounts, credit cards, loans, investments, and insurance. Monitor customer behaviour to identify upselling and cross-selling opportunities. Collaborate with internal teams (marketing, product, operations) for smooth onboarding and servicing. Maintain accurate customer records in the CRM system. Prepare reports on acquisition, retention, and cross-sell performance. Transition customers to RMs or ROs based on eligibility after the nurturing period If Interested, pls share resume on chaitali.chavan@unitybank.co.in or whatsApp resume on 9082733093

Freshers are welcome Generate business for credit cards ,and Cross sell the products of the bank Candidate should have bike and License Must have good Communication Candidate Must Interested For field sales. Interested plz call HR Neeta 8077308341

Process :- Kotak Mahindra Bank - outbound process (sales) * Avarage comms required * Unlimited incentives * Shift timing- 9:30-6:30 * Fresher & Exp both can apply * Need immediate joiner. *salary - 13,000 fix + incentives Required Candidate profile HSC or Any graduate / Under graduate To schedule your interview Call or send your CV through WhatsApp (number mentioned below) contact person :- HR Trupti Mob No :- 9637685787 (Call and What's app) Perks and benefits High Incentives and growth opportunities.

The Business Development Manager will be responsible for acquiring new-to-bank customers from the open market and nurturing them for one year. This role involves servicing the customers and cross-selling banking products and services. After the initial nurturing period, customers will be assigned to respective Relationship Managers (RMs) or Relationship Officers (ROs) based on their eligibility. Role & responsibilities Acquire new-to-bank customers from the open market through direct sales, referrals, and marketing campaigns. Conduct needs analysis to understand customer requirements and offer tailored banking solutions. Build and maintain strong relationships with new customers for one year, ensuring high satisfaction and engagement. Deliver excellent customer service by resolving queries and providing ongoing support. Cross-sell banking products such as savings accounts, credit cards, loans, investments, and insurance. Monitor customer behaviour to identify upselling and cross-selling opportunities. Collaborate with internal teams (marketing, product, operations) for smooth onboarding and servicing. Maintain accurate customer records in the CRM system. Prepare reports on acquisition, retention, and cross-sell performance. Transition customers to RMs or ROs based on eligibility after the nurturing period If Interested, pls share resume on chaitali.chavan@unitybank.co.in or whatsApp resume on 9082733093

Risk Management Group works closely with our business partners to manage the bank s risk exposure by balancing its objective to maximise returns against an acceptable risk profile. We partner with origination teams to provide financing, investments and hedging opportunities to our customers. To manage risk effectively and run a successful business, we invest significantly in our people and infrastructure. Job Purpose To give effective credit support for meeting the business targets. To frame the lending policy framework, processes and workflow, assist in setting up the mortgages business in India. To approve credit applications as per DOA judiciously. Ensuring that quality of Bank s exposure in India is acceptable at all time. Provide guidance to the team of relationship managers on areas of policy and processes. Key Accountabilities: Underwiring the files as per laid down policy and process and other controls, etc for CLAP business To recommend / approve credit applications in line with agreed process workflows and policies after highlighting / considering all significant risks. To keep track of delinquency levels and ensuring that requisite follow up is being done to ensure that overdues are regularised in a time bound manner. To have a sound knowledge of the respective market especially C-LAP customer segment in terms of risks associated with this product. Vendor Management (Legal, Technical and others if applicable) To apply knowledge of RBI Regulations/ MAS Guidelines that govern credit dispensation, including the Loan Grading, Provisioning and Asset Classification regulations. To have a working knowledge of the general Legal framework in which the bank operates in India and apply the same. Job Duties and Responsibilities: Set up policy / processes for CLAP. Approve Mortgage applications for his respective branch / location / region. Portfolio monitoring / tracking escalation of adverse new events in the portfolio. Ensure meticulous compliance with Bank s internal credit policy as well as regulatory guidelines. Ensure compliance with the benchmark Turnaround Time. Ensure proper guidance / support to the team of relationship managers. Ensure processing of files within agreed timelines Requirements Six to ten years of experience in mortgages in Consumer Banking (preferably lending to MSME customers). Professional qualification, graduate or post graduate degree, preferably in business, accountancy, economics, finance etc. along with sound domain knowledge of the mortgages business and market. Core Competencies Good analytical skills Good presentation skills Good interpersonal skills Good knowledge of the industry Technical Competencies Sound knowledge of policies / lending frameworks followed for this product. Good knowledge of credit evaluation methods, tools techniques Sound understanding of regulatory guidelines on credit issued by RBI (local regulations in India), MAS and local laws and regulations that impact businesses in general. Knowledge of various banking products and risks associated with them Adequate local knowledge of properties for cities in which he operates Work Relationship Good working relationship with Consumer Banking Relationship team, Consumer Operations, other product teams, RBI inspectors, regulators, and other external agencies.

Position:- Relationship Manager Mode:- Online digital sales Product:- Ulip plans(mutual Fund) Some basic eligibility criteria are given below :: - Graduate/Post-graduate (Preferred) - Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) - Good communication skills (Hindi/English) - Immigiate joiners only - Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.) Salary negotiable depends on last drawn How to Apply:- To schedule your interview kindly share your resume/ call at HR Dhanashri:7796426785

Business Development - Manager, BFSI Location Gurugram Role & Responsibilities: Scale the Sales charter for Banks and NBFCs by engaging with identified potential clients and running Sales & BD process and cycle Manage the Sales funnel pipeline and forecast accordingly Achieve various milestones and goals set out on client acquisition and revenue targets Ensure a smooth handover to the internal execution team that will execute the delivery of the onboarded client Working with vertical SMEs for showcase of our offering Spearhead and review end-to-end sales activities and communication on sales platform and workflows used by the company, including attending relevant events Ability to understand business and technology challenges and align them with our offering Candidate Profile: 7-10 years’ experience in B2B Sales or Relationship Management or Networking in BFSI domain Experience in Platform / Product / Application Sales across Banking, NBFC’s, SaaS platforms, Fin tech, payment gateways where the individual would have required to make relationships in the client ecosystem Self-starter and a faster learner who is willing to push the envelope and has ambitions to scale up a business rapidly. An avid networker, excellent at communication and presentations skills with a customer-centric approach The ability to demonstrate entrepreneurial skills is a must. Proven track record of meeting Sales goals, ability to drive the sales process from plan to closure Experience in selling at the C level as well as the operating level and navigating large organizations Commercial Negotiation Skills Detail oriented with the ability to manage multiple relationships in parallel Exceptional written and verbal communication, managing technical proposals Willing to travel Education: B.E./B.Tech / MBA / PGDM degre

- Eligibility: HSC/Graduates, Freshers Welcome! - Salary: 15,000 (in-hand) - Language: Hindi, Average English - Rotational Week Off - Pick & Drop from Thane Station - Location: Thane, Kasarvadavli - 2 Rounds of Interview - Hr Rahul ( 92093 07213)

Any BFSI or Insurance sales exp can can apply. Min 1 yr exp in insurance sales. urgent hiring for banca cahnnel Interested candidate directly share their cv on 7499211307.

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers Job Summary As a Client Data Specialist within our client management team, you will engage with clients and assist the client-facing teams to ensure all client KYC records are compliant with regulatory standards. You will take ownership to execute end-to-end operational activities needed through the periodic renewal process of all clients. You will also own the accuracy and sanctity of information with drafting and gathering of client documents and verification of client data via publicly available and internal sources at a client level prior to final review by a KYC Quality Reviewer and the client-facing team. Job Responsibilities Manage and drive KYC (Renewal/New Business/Ad hoc) book of work and the process end to end. Collect and verify confidential client data via publicly available and internal sources to ensure compliance with regulatory requirements for US, APAC, and EU local due diligence. Expose yourself to renewal work in an international KYC banking environment. Work on records renewals end to end - i. e. , outreach and sourcing, record enrichment, follow-ups with support departments and clients. Understand the firm s KYC requirements when completing documentation inclusive of Customer Identification Program (CIP), Enhanced Due Diligence (EDD), Local Due Diligence (LDD), Specialized Due Diligence (SpDD), and Product Due Diligence requirements (PDD). Gain knowledge of multiple client types (i. e. , Corporates, Non-Banking Financial Institutions, Non-Operating/Asset Holding Companies, Governments, Organizations, Publicly Traded Companies, Small and Large Privately Held Operating Companies). Understand product ranges from Markets - Derivatives, Equities, Funds, FX, Trusts, Treasury Services, etc. , and other investment banking products. Maintain clear and professional communication with clients to address any KYC-related queries or concerns. Support the front-line manager with day-to-day operations, creating an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices. Work closely with the clients and KYC Relationship Officer as required, to obtain all necessary supporting evidence to fulfill KYC. Required Qualifications, Skills, and Capabilities Have 2 years of experience in KYC / AML client-facing / middle office role managing Investment banking. Learn quickly and adapt to the dynamic KYC process. Demonstrate strong research, analytical, and comprehension skills with the ability to analyze large amounts of data. Exhibit excellent communication skills - both verbal and written. Comprehend and analyze information received from the client. Promptly escalate and resolve issues, taking end-to-end ownership of records and their dependencies. Proactively manage and drive forward your own career, identifying personal and team training needs for development. Preferred Qualifications, Skills, and Capabilities Be detail-oriented and possess analytical skills. Demonstrate a strong sense of ownership and responsibility, self-reliance, and willingness to "own" problems and creatively find solutions. Develop an environment of continuous focus on quantifiable productivity and quality.

WE ARE HIRING IN TOP LIFE INSURANCE COMPANY ROLE- AGENCY MANAGER(TEAM HANDLING) EXP- 1- 6 YEARS PREFER- FIELD SALES INTERESTED CAN SEND CV AT orange.pune07 or CALL DIYA@8766064952

Freshers or Minimum 1 yr of experience in any process US Shift Sat & Sun fixed off Direct Banking Voice Process & Non voice process Good communication Graduation Mandatory Pick up& drop cab provided. Please apply for the job in Naukri.com and we will call you back. Do not search the number in Google and do not call us. Please apply for the job in Naukri.com and we will call you back. Do not search the number in Google and do not call us.

Position - Sales Executive - Banking & Financial Institution Job Description To work in direct contact with assigned clients ( Banking & Financial Institution ) and attend to all Sales activities associated with each of them. Responsible for knowing and understanding existing clients and obtaining new Logos. The goal is to ensure long-term profitable Business acquisition by relationships based on trust and mutual satisfaction to preserve and accelerate our company's development. Responsibilities Create customer engagement plan to facilitate the attainment of Sales goal. Seamless meeting & interaction with BFSI customer segment with intent to build relationship & business opportunities. Unearth new sales opportunities through networking and turn them into long term partnerships Interact with internal stakeholders to showcase Product & Services Portfolio to prospective clients Gradually build the ability to handle presentations to customer independently. Consistent touch base with prospective clients to translate opportunities as orders. Provide professional after-sales support to exhibit the dedication to customers. Respond to complaints and resolve issues aiming to customer contentment and the preservation of the company's reputation Requirements Fresh MBA Graduate / Experienced ( less than 2 yrs) with focus & determination to flourish the career in Sales profession . Excellent communication/presentation skills and ability to build relationships Excellent organizational and time-management skills Good working knowledge of office productivity tools Eg. Office 365MS

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager in VRM Channel ( Virtual Relationship Manager). Interested candidates can share their resume to kli.sana-qureshi@kotak.com or 7558602361. Location: Hyderabad Key Responsibilities: Handle insurance leads exclusively by conducting calls to sell insurance products, leveraging relevant experience from similar roles in competitor organizations. Drive insurance sales with assigned customers mapped to the VRM. Deliver outcomes aligned with key metrics such as NPS, service levels, service quality, and sales performance. Ensure high-quality communication while meeting productivity and service benchmarks. Provide a consistent and delightful customer service experience, ensuring timely resolution of queries and issues. Adhere to information security protocols and quality process standards. Stay updated and comply with any process-related updates or changes. Actively implement feedback from Team Leaders, or Quality Analysts to enhance performance. Job Requirements: Minimum educational qualification: Graduate. Employment gaps exceeding one month are not acceptable. A minimum of one year of tenure in the current organization is mandatory. Strong conversational and English communication skills are essential.

Sales Executive Opportunity - Company: Kotak Bank - Salary: 14,500 (In-hand) + Incentives - Qualification: HSC Pass - Skills: Good selling skills, basic Hindi - Shift Timing: 9:30 AM - 6:30 PM - Male & Female -Hr Rahul - 92093 07213

- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication

- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication

Dear Candidate, We have an opportunity for Sales Officer- CASA. Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports You can reply us back with your latest profile on siddhesh.bhor.ext@yesbank.in Contact- 7738474256

we are hiring for Relationship Manager for Bancassurance (Life Insurance) Job location-kattanam,karukachal,cheriyanad,changanaseerry,manimala,puthoor,GH Junction,Pathamitta,waynad, Muvattupuzha ,Idduki,Kozhikode,Kottayam, Sulthan Bathery ,kolenchery,Thrikkakkara,Nellad,Munnar,Ponnurunni,Girinagar,Kaduthurthy, Intrested candidate pls do share cv on 9608607032 or zakiya.zeenat@edelweisslife.in

Sales Executive Opportunity - Company: IDFC First Bank - Salary: 14,500 (In-hand) + Incentives - Qualification: HSC Pass - Skills: Good selling skills, basic Hindi - Shift Timing: 9:30 AM - 6:30 PM - Male & Female -Hr Rahul - 92093 07213

Roles & Responsibilities: Managing and driving the Business performance through various business analytical reports Liaising with product function of HDFC Bank (Parent company) Digitalising Product journeys and API integration with multiple empanelled vendors Handle communication for new product launch within the organization. Introduction and improvement of policies and processes with respect to existing product portfolio. Assist with analysis of MIS and prepare data and provide data analytics to Sales & Operations team and Management. Reconciliation of Payout MIS for the Business sourced Work closely with the L&D team to design training modules to enable the sales force on the new product variants to ensure better sourcing and business conversion. Liaison with stakeholders and drive towards sales force transformation. Analysis of market share data and provide inputs to the senior management and sales team to enhance and improve business performance Driving various initiatives with the objective of improving sales force efficiency. Assist sales team and drive business through performance trackers, marketing activities for sales team. Design enablers / new contests/campaigns to enhance the sales force productivity in the organization. Desired candidate: Candidates having prior experience with BFSI will be preferred. Excellent at written and verbal communication skills. Excellent Power point and Advanced Excel Skills preferred. Understanding of Liability products. Interested candidates can send their resume at kajal.kori@hdfcsales.co.in

we are hiring for Relationship manager for Life Insurance(Banca Channel) JOb location-Yehlanka,BTM,JP Nagar ,Richards town,Kalyan Nagar,Bellary,Brigade road,Indra Nagar,Begur,Bomasandra,peenya Intrested candidate pls share cv on 9608607032 or zakiya.zeenat@edelweisslife.in

Candidate must be a graduate BFSI sales experience and MBA freshers are preferred Males and females both can apply Bike is mandatory Should be comfortable with field sales - Outside sales Interested candidate can call @HR Ankita 9101286673

Candidate must be graduate Minimum 6 months of experience in sales is preferred. Life Insurance sales experience. Freshers can also apply. Open for Field work Bike is mandatory Candidates Can Call @HR Shivangi 6307191538 & WhatsApp CV