991 Banking Products Jobs - Page 5

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

Agency Business partner Channel | Team Hiring Role BFSI Experienced Only Job Location: Mumbai, Pune, Bhiwandi - MH Job Description: We are hiring experienced professionals from the BFSI sector for a team hiring role in the insurance industry. Key Responsibilities: Recruit and manage a team of Insurance Advisors or Team Leaders Drive business through team performance Provide guidance, training, and support to ensure productivity Focus on achieving monthly sales targets and maintaining customer satisfaction Who Can Apply: Minimum 3+ Years of experience in the BFSI sector (Banking/Financial Services/Insurance) At least 1 Years of Life Insurance experience is mandatory Strong leadership and team management skills Age: 25 to 45 years preferred Graduate (any discipline) Salary: CTC up to 6.00 LPA + Incentives + Career Growth Opportunities Why Join Us: Fast-track career progression Structured training & support Dynamic and growth-oriented work culture Apply now: 88497 11957 | Drashti@tekpillar.com

Appointment of Life Insurance Advisor Sales Insurance policy Individually and with the Team of Advisor It is a field work and Sales Job Increasing product awareness among agent Follow up on policy renewal It is on Company Payroll Job Mo-9023704649 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 22 to 38 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Generate business through Bank Leads Generate business only for the assigned branch Maintain professional relations with customer to get business Connecting with stakeholders and pitch financial products Lead will be provided by the company Required Candidate profile Criteria: - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred • Should have strong communication skills.

Promote and sell Home Loan and Loan Against Property (LAP) solutions to both salaried and self-employed individuals. Establish and nurture relationships with key partners like builders, DSAs, and property consultants to generate steady business. Required Candidate profile 1. Sourcing to loan disbursement of Home Loan Files. 2. Min. 1-5 Years of Experience in Mortgage Sales or a related field (LAP/HL) 3. DSA and DST both are vacancy available (Individual role).

1 sourcing new files for home loans through various channels. 2 achieving the disbursement targets. 3 complete the documentation for processing the loan applications. 4 Active participation in business development activities for Home Loans. Required Candidate profile Required Candidate profile * Must have 1 YEAR experience in Loan Sales (Home Loan / LAP Prefer.) * Must be a graduate * Candidates should have Bike and License * Age : 21 to 36 Yrs.

*Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Need to maintain relationship with clients and Branch managers • Resolve customer queries/issues • Handle walk in customers

Candidate needs to have Life Insurance experience Candidate needs to have BFSI Experience Candidate needs to have sales experience Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

Roles and Responsibilities Provide technical expertise on Core Banking Solutions, Banking Operations, and Software Implementation to support project delivery. Collaborate with cross-functional teams for API System Integration, Product Implementation, and Solution Delivery. Manage banking products such as CASA (Current Account Savings Account) through effective delivery management. Develop strong relationships with clients to understand their needs and provide tailored solutions.

Position: Teller/Welcome Desk/Personal Banker Location:- Noida & Lucknow Qualification:- Graduate only Experience:- Min 6 months exp required in Customer Support or In Sales Salary:- Up To 4 LPA 9am-6pm Sunday fixed off, 2nd & 4th sat off. Required Candidate profile If Interested Contact:- 7696495267 hr.skyway603@gmail.com HR Bhumika

You have to sale life insurance policy by convincing following type of Customers 1. Walking customers 2. Existing customers 3. Leads provided by Branch 4. Your own contacts etc. • You may have to visit customers if required Required Candidate profile Requirements:- Education: Graduate Experience: Sales experience of 1+ years Age: Between 21 to 40 years Good communication skill Should have a vehicle Any BFSI or sales Experience candidate can apply

Post : Relationship Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 24 to 38 YRS Call OR WhatsApp : 9265042790 HR Azad Perks and benefits Incentives, Performance Bonuses, Career Growth

Designation : Business Development Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile - Education : Any Graduate - Must have 2 YRS of experience Any Sale / Banking / Finance/ Insurance sales - Good Communication skills - Candidate must be local - Age: 23 to 39 years Fresher Can't Apply

Designation : Business Development Manager Recruit the team of advisors. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance • Age : 21 to 38 YEARS

Teller/Welcome Desk/Personal Banker (Classic) Locations: Gurugram/Ghaziabad/New Delhi Graduate Only Minimum 6 months exp required in Customer service or sales. Salary: Up to 4 LPA Shift:9am-6pm 2nd& 4th Sat off, Sunday Fixed off Females Only Required Candidate profile Contact Us: Call/WhatsApp: 7508063397 HR Sunidhi info.skywaysolution@gmail.com

You have to sale life insurance policy by convincing following type of Customers 1. Walking customers 2. Existing customers 3. Leads provided by Branch 4. Your own contacts etc. • You may have to visit customers if required Required Candidate profile Requirements:- Education: Graduate Experience: Sales experience of 1+ years Age: Between 21 to 40 years Good communication skill Should have a vehicle Any BFSI or sales Experience candidate can apply

You have to sale life insurance policy by convincing following type of Customers 1. Walking customers 2. Existing customers 3. Leads provided by Branch 4. Your own contacts etc. • You may have to visit customers if required Required Candidate profile Requirements:- Education: Graduate Experience: Sales experience of 1+ years Age: Between 21 to 40 years Good communication skill Should have a vehicle Any BFSI or sales Experience candidate can apply

You have to sale life insurance policy by convincing following type of Customers 1. Walking customers 2. Existing customers 3. Leads provided by Branch 4. Your own contacts etc. • You may have to visit customers if required Required Candidate profile Requirements:- Education: Graduate Experience: Sales experience of 1+ years Age: Between 21 to 40 years Good communication skill Should have a vehicle Any BFSI or sales Experience candidate can apply