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1.0 - 6.0 years

2 - 3 Lacs

Imphal, Malkangiri, Rayagada

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Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience/Casa sales/Bank channel/Broking channel/NBFC Channel/branch banking/any sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

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7.0 - 12.0 years

15 - 30 Lacs

Chennai

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direct all operational aspects including distribution operations, customer service, administration and sales Share knowledge with other branches and headquarters Contact/Whatsapp +918297071110/Prathyushan@livecjobs.com *JOBs IN CHENNAI* Required Candidate profile Operational Management CASA, Investments, Insurance, Trade Services, and TD & managing group business products & other assets (home loan, LAP etc.) competitive intelligence, business opportunities.

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1.0 - 6.0 years

2 - 7 Lacs

Rajahmundry, Ramachandrapuram, Kakinada

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Greetings from Kotak Mahindra Bank. We are excited to invite passionate and skilled individuals to be a part of our growing team through our upcoming Walk - In Drive. We are hiring for multiple positions ! Role & responsibilities Branch Manager- Branch Banking (M4/M5) Branch Operations Manager (M3) Relationship Manager - Platinum - Household / Branch Banking (M3) Service Officer - Teller (M1) Acquisition Manager - CASA (M1) Relationship Officer - 811 (M1) Preferred candidate profile Graduation Qualification in any stream. Age Criteria : upto 35 Yrs of age. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. High energy and drive. Go getter attitude. Self-motivated with a passion to achieve. Relevant Experience of in Team Handling, thorough Understanding of Banking. Leadership Aptitude, Mentoring Ability and Excellent Organizational Skills. Freshers are also eligible for Relationship Officer - 811 role which is mentioned above. Contact Details : Santhosh.L (Andhra Pradesh) - Mail ID : santhosh.L@kotak.com

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0.0 - 2.0 years

0 - 2 Lacs

Vapi, Bhuj

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Role And Responsibility Responsible for day to day operations within the Branch. To ensure accurate, timely and error free operational processing of customer needs and requests in Branches Ensuring regulatory compliance & procedural compliance and timely Audit Transactions for NEFT/RTGS, etc. Vault / Key custodian *Other duties may be assigned as business needs require.

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4.0 - 8.0 years

2 - 4 Lacs

Mumbai

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Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

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2.0 - 4.0 years

3 - 4 Lacs

Bathinda

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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 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 As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc. ) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc. ) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services 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"

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5.0 - 8.0 years

2 - 3 Lacs

Jhajjar

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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 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 As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc. ) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc. ) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services 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"

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5.0 - 8.0 years

1 - 3 Lacs

Faridabad

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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 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 As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc. ) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc. ) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services 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.

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5.0 - 8.0 years

2 - 4 Lacs

Hyderabad

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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 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 As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc. ) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc. ) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services 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"

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2.0 - 4.0 years

1 - 3 Lacs

Srinagar, Kolkata, Bengaluru

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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 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 As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc. ) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc. ) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services 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.

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5.0 - 8.0 years

3 - 7 Lacs

Raipur

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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 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 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 position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies 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.

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7.0 - 9.0 years

8 - 9 Lacs

Kolkata

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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 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 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 position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies 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.

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7.0 - 9.0 years

3 - 7 Lacs

Medinipur

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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 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 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 position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies 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.

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5.0 - 7.0 years

7 - 9 Lacs

Noida

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Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

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1.0 - 2.0 years

3 - 4 Lacs

Kochi

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Job Description Job Code Position Associate Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls Measures of Success Business Plan- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA Job Description Job Code Position Associate Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5 A We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls Measures of Success Business Plan- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA

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7.0 - 9.0 years

9 - 11 Lacs

Ghaziabad

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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 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 As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services 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.

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1.0 - 6.0 years

2 - 4 Lacs

Lucknow

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Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products

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1.0 - 5.0 years

2 - 4 Lacs

Chennai, Tamil Nadu

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Elite Relationship Manager-Business Banking -Branch Banking-Branch Banking Elite Relationship Manager Develops new and expands existing Customer relationships forliabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. 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 Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding ofTrade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

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5.0 - 7.0 years

0 - 0 Lacs

navi mumbai, mumbai city, thane

On-site

Job Description : We are hiring Preferred Relationship Managers (PRM) Retail Branch Banking segment. Ideal for candidates passionate about client relationship management and sales . Key Responsibilities : Build and manage relationships with high-net-worth (HNI) clients. Drive sales of banking products Savings, Current Accounts, Fixed Deposits, Mutual Funds, Insurance, and Loans. Cross-sell third-party products to enhance portfolio value. Regular portfolio review and ensure customer satisfaction. Meet assigned monthly/quarterly sales targets . Ensure compliance with KYC and banking norms. Candidate Requirements : Experience : 6+ years only Qualification : Graduate or Postgraduate. Skills : Sales-driven, excellent communication, customer-focused, strong financial product knowledge, Portfolio Management. To Apply : Interested candidate can revert back with updated resume on qcnaukri2@gmail.com Any query can call Manisha : 9152859486 / 022-40697716.

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1.0 - 6.0 years

2 - 4 Lacs

Varanasi

Work from Office

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service

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3.0 - 5.0 years

1 - 4 Lacs

Bengaluru

Work from Office

Educational Qualification: Bachelor's degree in Geography, Earth Sciences, Remote Sensing, Physics (or related engineering fields) Work Experience: 3-5 years of experience in a related role, preferably in the satellite or earth observation industry. Role Description: We are looking for an enthusiastic and self driven individual to join our satellite operations team as an Imaging Coordinator. The ideal candidate will be responsible for making critical decisions on imaging priorities for our satellites, balancing various external and internal stakeholder needs, and ensuring optimal utilization of our satellite resources. Responsibilities Duties: Providing data/trends to the mission planning team to implement the right strategies for prioritizing imaging targets based on multiple factors (including but not limited to customer requirements, emergencies, calibration needs, and long-term archival value). Staying informed about global events/disasters with a geographical impact to proactively identify high-priority imaging opportunities. Collaborating with the sales and customer success staff at Pixxel to understand and manage customer expectations regarding imaging schedules and deliverables. Working closely with the satellite operations team to optimize imaging schedules and maximize the efficiency of our satellite constellation. Maintaining a comprehensive understanding of global geography, seasonality, and areas of strategic importance for various industries and applications. Analyzing and reporting on imaging prioritization decisions and their outcomes to improve future decision-making processes. Contributing to the development of a valuable image archive by identifying and prioritizing areas of long-term significance. Desirable Skills Certifications: High attention to detail, strong analytical skills, and the ability to make data-driven decisions Excellent knowledge of global geography, current events, and geopolitics. Basic understanding of satellite operations and earth observation technologies. Superb communication and interpersonal skills, with the ability to manage expectations of diverse stakeholders. Ability to work under pressure and make quick, informed decisions in emergency situations. Good at programming and experience with python (or any other scripting language). Candidate Acumen: Proactive and self-motivated with a passion for earth observation and its applications. Strong problem-solving skills and ability to think creatively. Adaptable and able to thrive in a fast-paced, evolving industry. Team player with the ability to work effectively across different departments. Benefits: Health insurance coverage Unlimited leaves flexible working hours Role-based remote work and work-from-home benefit Relocation assistance Professional Mental Wellness services Creche facility for primary caregivers (limited to India) Employee Stock Options for all hires

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8.0 - 11.0 years

25 - 30 Lacs

Partur

Work from Office

Job description - Micro Loans Department Frontline MFI Designation Micro Loans Officer Reports to Meeting Centre Manager Duties and responsibilities 1.Starting business in a new village a.Village identification within the radius b.Feasibility study of the village based on demographics, activities and financial needs of the customers c.Assist the MC-IC in making the village approval 2.Sourcing of business a.Identification of customers and forming of Joint Liability Groups b.Filling up of the application form c.Verification of the residence and business of the customer d.KYC verification e.Pre-disbursement training f.Visiting potential customers in order to develop business 3.Disbursements a.Collection of KYC documents b.Assisting the MC-IC for disbursement activity completion c.Loan documentation 4.Collection of current dues a.Collect the collection sheets and stickers from MC-IC b.Group-wise collection as per scheduled time by following the process c.Deposit of collection money d.MERC entry 5.Collection of over dues a.Follow up with the customers with updated data report of assigned portfolio b.Collection of money as per process c.Depositing the money in bank d.MERC entry e.Assist the MC-IC in initiating action against the defaulters

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7.0 - 8.0 years

6 - 10 Lacs

Rajkot

Work from Office

Position - District Manager Distribution-SRGTASC-Government BusinessRegional sales Department - Retail Liabilities - Government Business Reporting Relationship - Circle Manager - Government Business Acquisition & servicing of Govt. clients in the field of Municipal Corporations, State Governments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards & Development Authorities, Defence, Autonomous Bodies etc. To add incremental CASA & cross-sell products & services like Term Deposits, Loans, CMS, Fees Collection, Mobile/ Digital solutions, etc. DM/KAM is expected to achieve the monthly & annual targets. Develop & maintain client relationships. Act as a major point of contact for clients in assigned territory. Identify new business opportunities & potential clients. Provide excellent customer Service & ensure client satisfaction. Visit clients regularly in the assigned territories, organize & attend client meetings, Product presentations. Maintain accurate records of client interactions & drive respective sales performance. Work closely with the Branch Banking for ensuring efficient service to clients Relevant work experience of 7-8 yrs. and above, Must be handling a sizable GB CASA book in the existing bank Needs to have very strong Banking knowledge and should be well versed with the products, processes and systems of the bank. Knowledge of PFMS/SNA/CNA accounts Knowledge of state & central government schemes Good Network with state government officials. Through knowledge on CMS products Accuracy and analytical ability on MIS, Eye for details, Meticulous MBA/Post graduate preferred

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4.0 - 8.0 years

5 - 10 Lacs

South Goa, Pune, North Goa

Work from Office

Branch Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month To handle a team of 6 to 7 members

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2.0 - 7.0 years

3 - 8 Lacs

Chennai

Work from Office

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Tamil Nadu Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Sales Manager - Merchant Acquiring 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity. Bandhan Bank -Anna Nagar Branch Q block, New No. Q 60, Old, Q99, 3rd Ave, Anna Nagar, Chennai, Tamil Nadu 600040 Date: 23rd July 2025 Time: 10:00am to 3.00pm

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