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1.0 - 4.0 years
3 - 4 Lacs
Pimpri-Chinchwad, Pune
Work from Office
Role & Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 1 week ago
2.0 - 4.0 years
1 - 3 Lacs
Karimnagar, Mancherial, Nizamabad
Work from Office
Job description Job description Position: Relationship Manager -Banca Channel Location : Nizamabad, Mancherial & Karimnagar Responsibilities: Managing relationship with the branch managers and employees of the Bank. Conduct various engagement activities for Bank Employees and Customers initiated centrally or local. Involvement in work site activities (putting up stalls and making presentations in corporates). Adhere to the customer touch-point engagement in order to service them. Login proposal forms digitally/ at FGLI branch and ensure issuance. 1-2 years exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship. Knowledge of local language necessary Own conveyance preferred if Interested Candidates Please send your Resume to Sumithra.v02@futuregenerali.in or 9880014193
Posted 1 week ago
1.0 - 5.0 years
2 - 4 Lacs
Chennai
Work from Office
Job Role: 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.
Posted 1 week ago
3.0 - 8.0 years
8 - 13 Lacs
Noida
Work from Office
Job Role The Key responsibilties of the role will be as follows: Performing internal audits of RL Branches, LCC, RPC Audit as per Audit Plan. Ability to assess process, risk and control and drive improvement. Indepently discuss and conclude audit finding with stakeholders. Documents audit finding and manitain quality work papers. Delivering on time high quality audit reports. Working as a candid Team Player with one team mind set & Commerical Acumen. Job Requirments Knowledge about Branch Banking, LCC and related operational functions, policies & key regulatory requirements. Professionally qualified CA, CIA would be an added advantage. Exposure / experience to Internal Audit/ Internal risk control practices. The role would involve understanding & evaluating business processes, Testing operating effectiveness of controls, identifying weaknesses therein and making recommendations to improve the control environment Good analytical skills, ability to co-relate, comfortable working with data and eye for detail To demonstrate effective report writing & presentation skills with good verbal and written communication skills Strong interpersonal skills with an ability to work effectively in team environment
Posted 2 weeks ago
0.0 - 4.0 years
0 - 0 Lacs
chennai, pondicherry, madurai
On-site
EliteRecruitments Hiring For Banking Credit Manager Description A bank credit manager is responsible for overseeing a bank's lending process, evaluating loan applications, and managing credit risk. They assess the creditworthiness of borrowers, approve or deny loan requests, and ensure compliance with credit policies and regulations. Ultimately, they aim to minimize bad debts and maximize profitability through sound lending practices. Required Experience And Qualifications Any Diploma/Degree Knowledge of Internet Browsing Benefits ESI And PF No Target Fixed Shift Incentives Job types: full-time Experience - 1 Yr To 3 Yrs Salary 30% To 40% Hike Job location in Pan India Email Id contact@eliterecruitments.co.in
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Noida, Gurgaon/ Gurugram, Delhi / NCR
Work from Office
*1 - 6 years exp. required for CASA Accounts *Responsible for lead generation and opening CASA Accounts *Achieving the Sales target by Branch Manager or reporting Manager *Good Network and corporate relations *Good knowledge of Geographical area Required Candidate profile *Must have own vehicle and valid driving license *Go gather attitude and target-oriented *Decent personality & only relevant exp. with CASA sales *Immediate joiner preferred
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Pandharpur, Karad, Sangli
Work from Office
Job Responsibilities : - take follow-up on the leads given by the branch - detailed explanation of products to the customers - set up a meeting with potential / existing clients - involves field work 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
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
Kota, Jaipur, Jodhpur
Work from Office
Hni Client Handling , Sale Banking Product Current A/c & Saving A/c and Cross Sales Product Life Insurance, Health Insurance, General Ins, Fix Deposit, Mutual Fund, Gold Loan. Send Resume Jobs@xwelljobs.com. Call 9216163050 Required Candidate profile All Location Open Near Jaipur LocationBundi, Swamadhopour, Tonk, Bagru, kekri, deoli,raiwana, kotpuli, gailpur, jawanpura asind,
Posted 2 weeks ago
0.0 - 4.0 years
2 - 3 Lacs
Noida, Gurgaon/Gurugram, Delhi / NCR
Work from Office
Senior Relationship Officer-Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships. Responsible for New Business Development activities, dealing with large...
Posted 2 weeks ago
9.0 - 14.0 years
18 - 25 Lacs
Mumbai
Work from Office
1. Achieving Business Objectives of the Retail Branch Banking Team through sales of CASA, FD, Loans & TPP like Insurance, Mutual Funds, Demat Accounts etc. 2. Branch handling & team management. 3. Customer service & escalation handling. Required Candidate profile 1. 2+ yrs. as BM from any private sector bank. 2. Good stability with top 2 ratings in last 2 yrs. 3. Must have managed 100 Crs. CASA book branch. Pls connect on 7827930908 for further discussion. Perks and benefits Attactive Incentives
Posted 2 weeks ago
0.0 - 1.0 years
3 - 4 Lacs
Madurai, Chennai, Thoothukudi
Work from Office
In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures Primary upward interaction Male candidate Preferred Required Candidate profile Age should be below27 years Degree must be completed Male candidate Preferred Female should ready to relocate
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Rajampet, Markapur, Allagadda
Work from Office
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 Canara HSBC Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking/any sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Kothacheruvu, Pulivendla, Anantapur
Work from Office
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 Canara HSBC Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking/any sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion
Posted 2 weeks ago
14.0 - 18.0 years
0 Lacs
madurai, tamil nadu
On-site
The role of Cluster Head - Branch Banking based in Madurai within the Retail Banking business unit focuses on overseeing the operational functions of branches, encompassing distribution operations, customer service, administration, and sales. As the Cluster Head, you will guide Branch Managers in evaluating local market conditions, identifying sales opportunities, and developing forecasts and business plans aligned with larger branch banking channel objectives. Your responsibilities include managing budgets, identifying areas for improvement, sharing best practices with other branches and headquarters, addressing customer and employee satisfaction concerns, ensuring compliance with regulations and ethical standards, enhancing the branch's presence and reputation, and monitoring market movements and penetration. You will also be responsible for achieving product targets, cultivating relationships with customers, managing customer-centric operations, recommending process enhancements, and facilitating a customer-focused branch channel. In terms of managerial and leadership responsibilities, you are expected to attract and retain top talent, monitor key performance indicators related to employee productivity and attrition, and empower teams to achieve growth targets by providing necessary support. The ideal candidate for this role should be a graduate with a preference for a post-graduate degree in Finance (MBA preferred) and possess over 14 years of relevant branch banking experience.,
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Bangarapet, Puttur, Dharwad
Work from Office
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 Canara HSBC Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking/any sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion
Posted 2 weeks ago
1.0 - 6.0 years
3 - 4 Lacs
Chengalpattu, Sriperumbudur, Gummidipoondi
Work from Office
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 products candidate can Apply/Refer their CV at 8805901485 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion
Posted 2 weeks ago
1.0 - 5.0 years
3 - 6 Lacs
Nagpur
Work from Office
Open Positions: Bank Officer Branch Banking (CASA) - 10 Bank Officer Business Account (CA) - 10 Relationship Officer Branch Banking- 5 Role & Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 5 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 2 weeks ago
1.0 - 4.0 years
3 - 5 Lacs
Kolkata
Work from Office
Job Requirements Role/ Job Title: Deputy Manager-Acquisition (Corporate Salary) Function/ Department: Retail Banking Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Deputy Manager-Acquisition (Corporate Salary) to join our Retail Banking team in Ahmedabad, Gujarat, India. As a leading bank in the country, we are committed to providing our customers with the best financial solutions and services. We are looking for a dynamic individual who shares our passion for excellence and is ready to take on new challenges. Roles & Responsibilities: Identify and acquire new corporate salary accounts for the bank Develop and maintain relationships with corporate clients to generate business Understand the financial needs of corporate clients and provide them with suitable banking solutions Collaborate with other departments to ensure smooth onboarding and servicing of corporate clients Meet and exceed sales targets set by the bank Keep up-to-date with market trends and competition to identify new business opportunities Provide excellent customer service and resolve any issues or concerns raised by corporate clients Ensure compliance with all banking regulations and policies Minimum of 1 years of experience in corporate sales or relationship management in the banking industry Proven track record of meeting and exceeding sales targets Education Qualification: Graduation: Any Graduation Post-graduation: Any Post-graduation Experience: 2 to 5 years of relevant experience Functional Area – Sales
Posted 2 weeks ago
1.0 - 2.0 years
3 - 4 Lacs
Hyderabad
Work from Office
Job Description Position Relationship Associate - Bancassurance Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Vijayawada Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- 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- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- 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. Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM/ SM Job Description Position Relationship Associate - Bancassurance Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager / Area Manager Band 5 Location Vijayawada Team size (D/I) Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales. KEY RESPONSIBILITIES- 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- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size- Plan Vs Actual - as per target assigned Seller Activation- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- 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. Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM/ SM
Posted 2 weeks ago
2.0 - 4.0 years
4 - 6 Lacs
Bahadurgarh
Work from Office
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
Posted 2 weeks ago
2.0 - 4.0 years
4 - 6 Lacs
Barrackpur
Work from Office
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
Posted 2 weeks ago
2.0 - 4.0 years
4 - 6 Lacs
Hingoli
Work from Office
Branch Gold Loan Officer INTERNAL USAGE: (to be removed before publishing externally) No. of Vacancies Manager Branch Operations Head Is a Team leader? N Team Size 0 Grade Officer, AM, DM Business Rural Lending Department Rural Lending Gold Sub - Department NA Location - 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 Gold Loan Officer is responsible for Gold Loan Operations in the branch. Portfolio Profitability - by maintaining Pricing and Fee of the assigned territory. Productivity - To ensure the minimum benchmark ASL productivity by way of choosing right people and minimal attrition. Process and Compliance To achieve the highest level of operational and compliance superiority along with top line numbers.---- --------------------- --------------------- Key Responsibilities To maintain relation with branch banking team in order to have smooth processing of Gold Loan cases To recruit, train, induct ASL executive in the system and motivate them to increase gold loan portfolio in association with the Branch Banking channel. To ensure that all the compliance/operational process are being followed by ASL and branch banking team, Keep providing training and constant support for a healthy and hygiene portfolio To ensure that Top line numbers are met and required productivity level is also achieved as provided and guided by Central Team. Qualifications Graduate/ MBA (Marketing) preferred from a recognized institute. 2-4 years of relevant work experience (preferably NBFC). Role Proficiencies For successful execution of the job, a candidate should possess: Proven work experience in branch banking or channel sales Solid Relationship Building Skills with experince of channel sales, team management Strong problem solving skills and willingness to roll up one s sleeves to get the job Skilled at working effectively with cross functional teams in a matrix organization Excellent written and verbal communication skills"-----------------
Posted 2 weeks ago
2.0 - 4.0 years
4 - 6 Lacs
Vijayawada
Work from Office
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.
Posted 2 weeks ago
2.0 - 6.0 years
4 - 8 Lacs
Kolkata
Work from Office
Job Description Job Title Center Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Regional Manager Band 4 Function Summary The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Job Description Job Title Center Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Regional Manager Band 4 Function Summary The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity.
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Kolkata
Work from Office
Job Description Job Title Center Regional Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Regional Manager Band 4A Function Summary The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Job Description Job Title Center Regional Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Regional Manager Band 4A Function Summary The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity.
Posted 2 weeks ago
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