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1.0 - 5.0 years
2 - 5 Lacs
thane
Work from Office
About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and C...
Posted 1 week ago
1.0 - 5.0 years
2 - 5 Lacs
surat
Work from Office
About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and C...
Posted 1 week ago
2.0 - 6.0 years
2 - 4 Lacs
patiala
Work from Office
About The Role Branch Relationship Manager - Business Development Department Retail Liabilities - Branch Banking Location Hyderabad Reporting Relationships Branch Manager / Deputy Branch Manager Grade Name Deputy Manager Age 27 Min - 35 Max Grade M2 Job Role: Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Job Requirements: Blend of service and sales ori...
Posted 1 week ago
2.0 - 3.0 years
4 - 7 Lacs
mumbai
Work from Office
Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers
Posted 1 week ago
2.0 - 3.0 years
4 - 7 Lacs
chennai
Work from Office
Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers
Posted 1 week ago
2.0 - 3.0 years
6 - 7 Lacs
chennai
Work from Office
Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers
Posted 1 week ago
2.0 - 3.0 years
6 - 7 Lacs
surat
Work from Office
Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers
Posted 1 week ago
2.0 - 3.0 years
6 - 7 Lacs
mumbai
Work from Office
Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers
Posted 1 week ago
7.0 - 12.0 years
9 - 15 Lacs
nagar, bengaluru
Work from Office
Role Branch Manager Tied Field Sales (L6) Education and Experience - Graduation mandatory; 7-13 yrs Job Role: Develop a plan comprising; HNI prospects Routine business (LA base, Activation, Case Rate and Case Size etc.) based on SM / RDM skills Monitor the SM / RDM skill transitions, validate skill transitions of SMs / RDMs and coach ABM / BRDM on the gaps in areas of SM / RDM development Discuss SM / RDM wise plan with the ABM / BRDM based on current conversion ratios and validate target setting for SMs / RDMs Monitor Advisor selection through a sample audit of 2 random LA selections / ABM / BRDM per month Control execution of plans as per above. Maintain a check on business health paramete...
Posted 1 week ago
7.0 - 12.0 years
9 - 15 Lacs
madurai
Work from Office
Role Branch Manager Tied Field Sales (L6) Education and Experience - Graduation mandatory; 7-13 yrs Job Role: Develop a plan comprising; HNI prospects Routine business (LA base, Activation, Case Rate and Case Size etc.) based on SM / RDM skills Monitor the SM / RDM skill transitions, validate skill transitions of SMs / RDMs and coach ABM / BRDM on the gaps in areas of SM / RDM development Discuss SM / RDM wise plan with the ABM / BRDM based on current conversion ratios and validate target setting for SMs / RDMs Monitor Advisor selection through a sample audit of 2 random LA selections / ABM / BRDM per month Control execution of plans as per above. Maintain a check on business health paramete...
Posted 1 week ago
2.0 - 3.0 years
4 - 5 Lacs
mumbai
Work from Office
About The Role Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customer"s along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customer"s
Posted 1 week ago
2.0 - 3.0 years
4 - 5 Lacs
mumbai
Work from Office
About The Role Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customer"s along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBA and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customer"s
Posted 1 week ago
2.0 - 4.0 years
4 - 5 Lacs
mumbai
Work from Office
About The Role Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customer"s along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3-4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customer"s
Posted 1 week ago
7.0 - 12.0 years
8 - 14 Lacs
ballari
Work from Office
Role & responsibilities Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulator and organization guidelines Client acquisition from own network/ open market along with margin collection as expected Generate revenue through Broking & Non Broking Products (LI, MF, FD, Bonds etc. & focus product if any) Promote Focus Product of the month Maintain & service the existing clientele Preferred candidate profile Candidate should have overall experience of around 8-10 years in the desired role with team m...
Posted 1 week ago
7.0 - 11.0 years
10 - 12 Lacs
mumbai
Work from Office
1) Leading and supporting the sales efforts across various channels (Omni, IFA, Remiser, Branch, and PCG). 2) Sales Strategy: Develop & implement sales strategies to drive business growth across the assigned channels. 3) Analyse market trends, competition & customer needs to identify opportunities for product enhancements and market expansion. 4) Lead Generation: Collaborate with the sales team to generate leads for life, health, and general insurance products through various channels, like - referrals, cold calling, networking, and online platforms. 5) Customer Relationship Management: Work closely with the sales and advisory teams of direct and indirect channels (excluding Franchise) to fo...
Posted 1 week ago
5.0 - 10.0 years
8 - 15 Lacs
kolkata
Work from Office
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Mo...
Posted 1 week ago
5.0 - 9.0 years
10 - 15 Lacs
vadodara
Work from Office
1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch M...
Posted 1 week ago
5.0 - 7.0 years
8 - 10 Lacs
mumbai
Work from Office
1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, c oaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Candiate Profile : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant ...
Posted 1 week ago
8.0 - 13.0 years
20 - 30 Lacs
mumbai
Work from Office
1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...
Posted 1 week ago
5.0 - 8.0 years
10 - 15 Lacs
surat
Work from Office
1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team 7) 5+ Years in sales/wealth management of handling the HNI clients. 8) Team handling experi...
Posted 1 week ago
7.0 - 12.0 years
6 - 8 Lacs
lucknow
Work from Office
Job Description of Branch Manager is enclosed below Position- Branch Manager Job description Responsible for business development of financial products viz. Equity, Derivatives, Currency. Experience in Government Sector Liasoning for financial products Responsible for managing assigned business activities, initiatives and related operations to achieve business plans and profitability of the branch. Preparing monthly MIS reports. Build and sustain a mature and knowledgeable team. Create environment to foster team work, professional development, and high level of employee satisfaction. Lead and build multiple Financial Products brand like - Derivatives, Commodities, Arbitrage, RTA, Initial Pub...
Posted 1 week ago
5.0 - 7.0 years
5 - 7 Lacs
lucknow, uttar pradesh, india
On-site
Role Details Deputy Branch Manager is responsible for overall management of the lobby team in the branch and for achieving excellence across service, sales and operational functions in the branch. The Deputy Branch Manager reports to the Branch Manager who is the overall head of the Branch. Service To ensure First Time Right in the account opening process. To ensure customer requests are satisfactorily closed within TAT and ensure that customer grievances are resolved and closed on time. To ensure that Lobby Team carries out the required number of knowlarity calling of customers. Business Development To ensure that the Lobby Team sells bank and third party products like LI, GI, Home Loans, C...
Posted 1 week ago
3.0 - 8.0 years
2 - 6 Lacs
coimbatore, tamil nadu, india
On-site
Role Details Deputy Branch Manager is responsible for overall management of the lobby team in the branch and for achieving excellence across service, sales and operational functions in the branch. The Deputy Branch Manager reports to the Branch Manager who is the overall head of the Branch. Service To ensure First Time Right in the account opening process. To ensure customer requests are satisfactorily closed within TAT and ensure that customer grievances are resolved and closed on time. To ensure that Lobby Team carries out the required number of knowlarity calling of customers. Business Development To ensure that the Lobby Team sells bank and third party products like LI, GI, Home Loans, C...
Posted 1 week ago
3.0 - 8.0 years
2 - 10 Lacs
bengaluru, karnataka, india
On-site
The Deputy Branch Manager will assist in managing branch operations, including supervising staff, handling customer inquiries, and implementing sales strategies. This role requires leadership skills, the ability to drive sales targets, and ensure smooth day-to-day operations. The Deputy Branch Manager will work closely with the Branch Manager to ensure high customer service standards and compliance with regulations. Leadership and operational skills are key for success.
Posted 1 week ago
6.0 - 11.0 years
4 - 7 Lacs
kolkata
Work from Office
Greetings !!!!!!!! The Muthoot Finance Ltd. is inviting the smart, dynamic experienced candidates for the below detailed position Post : BRANCH HEAD Designation : ABM Job Location : PHOOLBAGAN, ULTADANGA , M G ROAD (BURRABAZAR),B T ROAD, BIRATI ,TITAGARH, Required Candidate profile : - # Minimum 6 years of experience in Banks or any Finance companies (Not from Insurance sector). # Currently working in Asst Manager or above grade. # Age must be above 30 years.# Male & Female candidates are both eligible. *Job description :- Achieving the allotted branch target. Acquiring new customers and addressing all product inquiries through branch walk-ins, sales activities, marketing promotions, etc. Re...
Posted 2 weeks ago
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