10209 Bfsi Jobs - Page 19

Own Client Relationships: Act as the primary contact for clients using FinAware Product Walkthroughs: Conducting smooth demos of product & platform to prospective clients. Plan & Execute IAPs: Manage scheduling, trainers, logistics, and delivery for online/offline sessions. Data & Reporting: Track program performance on Finaware and deliver meaningful insights to clients. Research: Continuous research engagements checking on financial literacy programs. Ensure Compliance: Align all programs with SEBI regulations and maintain complete audit trails. Skillls : Excellent communication & presentation skills (English required; Hindi/Marathi is a plus). Strong coordination, organizational skills, a...

Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Skills: Communication: Excellent verbal and written communications skills for interacting with team members and customers Sales and negotiation: Strong negotiation skills to close deals and meet targets Customer ServiceEnsuring that the sales team provide...

Ensure efficient daily operation of a branch, including lending, product sales and customer service in accordance with the bank s objectives Prepare the plan for the growth of branch business in consultation with the Cluster Head Implement the plan through the Branch team so as to achieve the top line goals Establish and strengthen relations with key customers (eg top 10%) to generate sustained business Review daily/ periodic reports (eg overdrawn accounts, temporary overdrafts, cash retention limit, office accounts, etc) and take proactive action to ensure profitable and ethical business Ensure audit related deliverables, both internal and external are met as per the prescribed norms Ensure...

About Branch Banking: With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role: The Branch Head (BH) is responsible for coordinating and overseeing all branch operations and implementing strategies to increase productivity and performance levels in order to achieve the branch s financial targets. They are responsible for ensuring the smooth functioning of the branch and its compliance...

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. One branch provide Required Candidate profile *For senior designation need banking - Products experience Criteria : • Experience : Sales/Marketing experience of 1+ years • Age: Between 21 to 40 years Perks and benefits Incentive Insurance Cover Paid Leave Medical

MBA/Graduate with minimum 5-7 years of sales experience and minimum 3 years of people management experience. Experience of managing sales team in the BFSI space will be preferred. Strong sales planning, team management and high achievement drive Required Candidate profile Engage and nurture the relationship with channel partners to drive business targets. Review team's progress against plan/guide them to succeed and grow in their careers. Ensure quality and persistency

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities Role: Work as part of the audit team for one of the most prestigious rapidly growing fintech company in India Conduct Internal Audit for BFL other group companies with special focus on IT domain; under supervision of National Lead / Chief Corporate Audit Work jointly with dynamic team of ~20 professionals with varied experience Scope: Cover specific domains as IT General Controls (ITGC): IT infra, Cloud, DC, User Assets IT Security: Information security, cyber security, Change management SoD controls Fintech technologies: RPA, BOT, API, Mobile Apps, Website controls Platform review: Technical Functional con...

Generate qualified leads calls and visits Build and manage relationship with potential clients Work closely with the sales team to convert leads into sales Report on lead generation and conversion Report sales activities to the manager Required Candidate profile Eligibility Criteria 2+ year of sales in Any field Graduation Completion Required all semester marksheets Preferred local candidate To Apply Contact Hetvi - 9510776003

Designation :Phone Banking Officer Payroll-Bank Payroll Job Location-Andheri/Thane/Vashi Process-Inbound Salary-Fresher 3.5 lakh Exp 5 lakh Day Shifts Graduate Fresher Welcome Need to Handle Bank HNI Clients Only Call 8169642494 Kiran www.hyfly.in Required Candidate profile Virtually handle Bank's Elite customers account Solve issues over calls Help in investing in Banking Product's like FD/RD/Mutual Fund Upsell them Credit Cards/Loans no target for salary www.hyfly.in Perks and benefits Medical Allowance + Performance based Incentives

HDFC Life is hiring Business Development Manager/ Sales Manager Min experience - 1 year into sales mandatory Qualification - Graduation required Locations - Shimla, Kullu, Dharmshala, Mandi, Palampur Job Description - Recruit/ appoint agents Sale of life insurance through agents Training, handholding, motivating & developing agents for better productivity Meet sales target month on month basis Good at communication and must be a local candidate Skills- Team building & Team leading Share your resume@ vishalimanhas45@hdfclife.com Contact@6283505682 Vishali HR Department

About the Role As a part of the wholesale banking product team, Trade Customer Service Officers (Trade CSOs) are responsible for providing over-the-counter service to fulfill the needs of existing as well as potential customers. Trade CSOs are required to handle service requests, process transactions efficiently and within the stipulated time. Key Responsibilities Process service requests efficiently and accurately while maintaining high service standards Liaison with relationship managers, product/operations team Ensuring delight in respect of customer experience with the Bank Handle all service requests and queries from customers, liaison with RMs, Product/Ops teams and ensure timely deliv...

About the Role As a part of the wholesale banking product team, Trade Customer Service Officers (Trade CSOs) are responsible for providing over-the-counter service to fulfill the needs of existing as well as potential customers. Trade CSOs are required to handle service requests, process transactions efficiently and within the stipulated time. Key Responsibilities Process service requests efficiently and accurately while maintaining high service standards Liaison with relationship managers, product/operations team Ensuring delight in respect of customer experience with the Bank Handle all service requests and queries from customers, liaison with RMs, Product/Ops teams and ensure timely deliv...

WBO : CAD - Team Member INTERNAL USAGE No of Vacancies 1 Reports to Head CAD Is a Team leader? No Team Size 1 Grade Deputy Manager, Manager Business Corporate Centre Department Wholesale Banking Operations Sub - Department Location Across locations About Wholesale Banking Operations The wholesale banking operations department helps in managing the transaction in the banks Transaction Banking (TB) can be defined as the set of instruments and services that a bank offers to trading partners to financially support their reciprocal exchanges of goods (egtrade), monetary flows (eg, cash), or commercial papers (eg, exchanges) Trade Finance Center handles the imports & exports transactions such as B...

About Bharat Banking Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets The department is expected to drive business outcomes by focusing on partnerships, new products, innovation, reimagining customer journeys and driving / creating new channel About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The center of all client engagements will be to ensure superior customer experienc...

About Bharat Banking Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets The department is expected to drive business outcomes by focusing on partnerships, new products, innovation, reimagining customer journeys and driving / creating new channel About the > Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The center of all client engagements will be to ensure superior customer experie...

About Bharat Banking Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets The department is expected to drive business outcomes by focusing on partnerships, new products, innovation, reimagining customer journeys and driving / creating new channel About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The center of all client engagements will be to ensure superior customer experienc...

About Bharat Banking Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets The department is expected to drive business outcomes by focusing on partnerships, new products, innovation, reimagining customer journeys and driving / creating new channel About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements The center of all client engagements will be to ensure superior customer experienc...

Job description Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and c...

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank About the Role Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs They will ensure m...

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank About the Role Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs They will ensure m...

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank About the Role Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs They will ensure m...

About the company At SBI Card, the motto Make Life Simple inspires every initiative, ensuring that customer convenience is at the forefront of all that we do. We are committed to building an environment where people can thrive and create a better future for everyone. SBI Card is proud to be an equal opportunity & inclusive employer and welcome employees without any discrimination on the grounds of race, colour, gender, religion, creed, disability, sexual orientation, gender identity, marital status, caste etc. SBI Card is committed to fostering an inclusive and diverse workplace where all employees are treated equally with dignity and respect which makes it a promising place to work. What s ...

Job description If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us t...

About Branch Banking: With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role: The Branch Head (BH) is responsible for coordinating and overseeing all branch operations and implementing strategies to increase productivity and performance levels in order to achieve the branch s financial targets. They are responsible for ensuring the smooth functioning of the branch and its compliance...

About Branch Banking: With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role: The Branch Head (BH) is responsible for coordinating and overseeing all branch operations and implementing strategies to increase productivity and performance levels in order to achieve the branch s financial targets. They are responsible for ensuring the smooth functioning of the branch and its compliance...