4108 Banking Products Jobs - Page 25

Job description We're seeking a customer-focused Personal Banker to provide exceptional financial services to our clients. You'll build relationships, identify financial needs, and offer tailored solutions. *Key Responsibilities:* 1. Build and maintain customer relationships 2. Understand customer financial goals and provide solutions 3. Sell banking products (loans, credit cards, investments) 4. Conduct financial needs analysis 5. Meet sales targets and performance metrics 6. Provide excellent customer service Role: OtherIndustry Type: Financial ServicesDepartment: OtherEmployment Type: Full Time, PermanentRole Category: OtherEducationUG: Any GraduateKey SkillsWealth ManagementPortfolio Man...

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali-kini@kotak.com or call on 9975341093 Location: Mumbai, Pune, Ahmedabad, Surat, Vadodara Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need...

Roles and Responsibilities Manage sales performance of the team, ensuring targets are met or exceeded. Develop and execute strategies to increase digital sales through various channels (CASA, Third Party Products). Collaborate with internal teams to resolve issues related to product offerings and market trends. Cross-sell banking products to existing customers to enhance revenue growth. Desired Candidate Profile 5-8 years of experience in BFSI industry, preferably in sales management role. Strong understanding of digital sales, cross selling, and third party products. Excellent communication skills for effective team handling and customer interactions.

FRESHERS HIRING IN PRIVATE BANK!!!!! Field Sales Officer are a part of the Bank's front-line sales team and sell bank’s products to new customers. Sales orientation to meet sales targets consistently Ready to travel locally on a daily bases.

Job Specifications Role Designation: WM Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Mumbai Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely deliver...

Role & responsibilities Contacting prospective customers via call to introduce our insurance products and services. Engaging leads in meaningful conversations to understand their insurance needs and preferences. Educating customers on the features, benefits, and coverage options of our insurance policies. Effectively overcoming objections and addressing concerns to close sales. • Following up with leads who have expressed interest but have not yet made a purchase. Meeting or exceeding weekly and monthly sales targets. Providing exceptional customer service to build and maintain positive relationships with clients. Building relationship with channel partner. About the channel Welcome to our r...

Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area. Ensuring high quality of customer acquisition in terms of constitution, product and segment mix. Required Candidate profile Age should be below 26years Should have good Communication should have knowledge on accounts Education Qualification: Graduation: Any Graduate. Experience: 0-1 years of relevant experience

As a Marketing Executive at United Overseas Bank Limited (UOB), you will be responsible for promoting a diverse range of banking products and services, such as Unit Trust, Insurance, and Deposits, to both existing and potential customers. Your role will involve engaging in cross-selling activities to cater to customer needs, managing and nurturing long-term relationships with clients, and providing after-sales services. It is crucial to adhere to the company's policies, regulatory risk, and compliance standards to ensure ethical and sustainable business practices. To excel in this role, you will be expected to obtain recognized industry qualifications like FIMM, PCE, CEILI, and IPPC upon joi...

Join us as an Avaloq Business Analyst at Barclays, responsible for supporting the successful delivery of Location Strategy projects to plan, budget, agreed quality and governance standards. You'll spearhead the evolution of our digital landscape, driving innovation and excellence. You will harness cutting-edge technology to revolutionise our digital offerings, ensuring unparalleled customer experiences. To be successful as an Avaloq Business Analyst, you should have experience with working knowledge on banking products, experience with Avaloq or alternatively in other core banking solutions (e.g., Finacle, T24, BaNCS, etc.), software development lifecycle, good working knowledge of JIRA, Con...

The Finance department aims to deliver world-class standards in reporting, financial planning, and finance processes. The team provides insights and analyses that assist the bank in making sound business decisions, whether in product development or customer profitability. Additionally, they offer capital management, business planning, forecasting, as well as tax and accounting advisory services. As a professional handling IFRS and group reporting to the Singapore Head Office and Singapore regulator, you will be a part of the Finance team with a solid understanding of banking products and accounting GAAPs, including IFRS. It is essential to have a good grasp of core banking systems and accoun...

Share CV at Priyanka.raina@axisbank.com About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering banks products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and custome...

As a Sales professional, you will be responsible for handling high ticket size banking products. Your role will involve promoting and selling these products to potential customers. This is a full-time, permanent position suitable for both experienced individuals and freshers. Your primary focus will be on identifying customer needs, presenting product benefits, and closing sales deals. A strong understanding of banking products and services is essential to effectively communicate their features to clients. Benefits offered for this position include health insurance and provident fund to ensure your well-being and financial security. The ideal candidate should possess a Bachelor's degree. Add...

The Banker-Customer Experience North 2 at IDFC FIRST Bank, under the Retail Banking department, plays a crucial role in providing exceptional customer service. Your primary responsibility is to understand and cater to the financial needs of clients effectively. Building and nurturing strong relationships with clients is essential to ensure their satisfaction and loyalty. As a trusted advisor, you will recommend appropriate banking products and services to meet the clients" requirements. Efficiency in conducting financial transactions while strictly adhering to bank policies and procedures is vital for this role. Identifying opportunities for cross-selling and upselling bank products and serv...

The Business Analyst role at Sberbank India is an individual contributor position responsible for managing financial projects within the Project Office Function. You will be leading end-to-end implementation of business and regulatory projects, ensuring alignment with project/product strategy, and supporting transformation initiatives within the India Department. Your key responsibilities will include leading project management and implementation, ensuring alignment with the operating model across Sberbank, contributing to transformation and migration projects in India and Russia, defining and documenting BRD/functional specifications/Sequence Diagram for finance solutions, ensuring complian...

Connect & Build Relation ship with customers. Explain them benefits of Life Insurance policy Candidate should have 1 year banking sales experience Convincing and selling skill Interested candidate can connect HR Jyoti- 9266056478/whatsapp resume

Come join the Quality team and be a driving force in ensuring procedures that are tied to compliance and governmental regulations. Join our team as a Quality assurance Associate and work on data investigation and provide program management support. As a Quality Assurance Associate within our Financial Services team, you will be responsible for allocating work, tracking status, and ensuring the completion of records assigned for testing. You will question and investigate data, provide program management support, and promote process improvements. This role provides an opportunity to apply your strong research, analytical, and comprehension skills, and your in-depth understanding of AML/KYC and...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and p...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and p...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and p...

Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service. Job Summary As a Client Data Manager I within the Operations team, you will be responsible for reviewing and improving data collection and verification processes, ensuring the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be crucial in managing multiple tasks and activities, while your proficiency in digital and tech literacy will help you leverage software applications and digital platforms to enhance processes and client experience. Job responsibilities Perform day to day management ...

Business Function Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions whether in the areas of product development or customer profitability. We also provide capital management, business planning, forecasting, and tax and accounting advisory services. Job Purpose Handle IFRS and group reporting to Singapore Head Office and Singapore regulator The position ensures: Working in a Finance team with understanding of banking products and accounting GAAPs including IFRS. Should have a good understanding on core banking systems and accounting set-up. Key Accountabilities...

your primary responsibility is to drive the sales of life insurance products through designated bank branches. building and maintaining strong relationships with bank staff and customers to achieve sales targets and enhance your performance. Required Candidate profile • Minimum 6 months to 1 year of relevant experience • Basic knowledge of insurance is a must • Only local candidates will be preferred due to CTC constraint

Job Title: Telecalling Executive Kotak 811 (Voice Process) Location: Work from Office (Pick & Drop from Thane Station) Shift: Day Shift | Rotational Week Off Salary: 15,000 in-hand + Incentives Job Overview: We are hiring Telecalling Executives for Kotak 811 Voice Process. Your role will involve calling customers, explaining banking products, and assisting with queries. Eligibility: HSC / Graduate / Undergraduate Freshers welcome Good communication in Marathi & Hindi , average English Interview Rounds: HR Round Operations Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp HR Vaibhavi - 7796426975

Dear Candidates, Greetings from Plada Infotech Services Pvt Ltd We have an opening for "Yes Bank" as "Phone Banking Officer" Profile in chennai we provide good incentives and bonus and its completely day shift Looking for multilanguages hindi and english Fluently Designation : Phone Banking Officer Job Role and Responsibilities: Call customers and sale banking products Location :chennai Salary : 16,500 - 26,000/- per month + Montly Incentives + Yearly Bonus Qualification : Graduation Experience : fresher or experience Age : 31 years or below that. Skills : Good communication skills Hindi mandatory Interested candidates can call on the below mentioned number- Contact Number : 9884194221 Regar...

Investment Advisor and cross sales Shift: Day shift, 5 Days Working Graduation (Mandatory) NISM V/VIII/X Certified BFSI Sales or BPO/Financial Services Experience English Proficiency: V5 Salary: 21k-44k As per Experience HR Krapanshi 9111762733 Required Candidate profile * Graduation mandatory. * NISM V/VIII/X Certificate is required * Preferred background in BFSI Sales * Experience in BPO/Financial services * Excellent Communication is Required * Immediate Joiner