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8 Job openings at Candidate Experience site
Service Relationship Manager-PRIORITY-Regional sales

pune, maharashtra

3 - 7 years

INR Not disclosed

On-site

Full Time

As a member of our team, you will be responsible for handling personalized service requests of Privy customers, ensuring strict adherence to regulatory and internal approved prescribed requirements for the Privy customer segment. Additionally, you will be tasked with generating timely business MIS, coordinating with CPC/RPC/Investment desks for account opening of Privy customers, and managing complaints of Privy customers to ensure resolution within the stipulated TAT. To excel in this role, you must possess excellent written and oral communication skills, as well as a customer service orientation. Developing and maintaining banking relationships with a select group of high net worth customers will be a key part of your responsibilities. It is essential to have a courteous and polite demeanor, along with good knowledge of Microsoft Excel and an understanding of banking norms and processes. If you are looking for a challenging opportunity where you can leverage your communication skills, banking knowledge, and customer service expertise to deliver exceptional service to our Privy customers, we invite you to apply for this position.,

Team Collections Manager - Common Collections-RELATIONSHIP BANKING GROUP-Recovery Branch

rajkot, gujarat

2 - 6 years

INR Not disclosed

On-site

Full Time

As a Team Collection Manager, your primary responsibility will be to ensure a high-quality portfolio while focusing on enhancing collections in your assigned area, either independently or as part of a team. It is crucial to strictly adhere to the bank's established processes and procedures, as well as meet audit requirements. The ideal candidate for this role should have a strong passion for collections and be willing to take on challenges and responsibilities. Additionally, a minimum educational qualification of being a graduate is required to be considered for this position.,

Relationship Manager-Construction Equipment (CE)-Retail-Marketing Branches Operations

dhule, maharashtra

5 - 9 years

INR Not disclosed

On-site

Full Time

Sourcing new to bank (NTB) clients Relationship management for Mid and large corporates / Infrastructure companies Experience in handling clients with more than 25 cr Turnover, and avg ticket size of lending of >Rs.10crs. Candidate should have dealt with following products: Cash credit/Over draft Limits Project funding for EPC projects Term Loan/Foreign currency Term Loan for Working capital and Equipment/Plant and Machinery Purchases Bank Guarantee Limits Trade products i.e. LC Limits (for Import and domestic purchases) Bill Discounting Limits both LC backed and BOE backed Buyers credit Limits,

Relationship Manager-OLD CAR FINANCE-Sales

thane, maharashtra

3 - 7 years

INR Not disclosed

On-site

Full Time

As a Relationship Manager for Used Car Loans, you are expected to have a minimum of 3-4 years of experience in Auto Loans and hold at least a graduate degree. You will be positioned as a Deputy Manager/Manager and will be responsible for planning and implementing strategies to achieve business targets and profitability. Your key responsibilities will include collaborating with Dealers, DSAs, and direct business models to manage and establish tie-ups. Your focus will be on developing and driving the business by ensuring a healthy portfolio and achieving a healthy IRR. Additionally, you will be tasked with onboarding dealers and brokers as per the allocated budget. You will play a crucial role in developing the new and pre-owned car loans business across various branches and locations. Portfolio management will be a significant aspect of your role, involving managing teams, providing training on new products and organizational policies, and ensuring the team's efficiency. Your duties will also include managing, allocating, and assessing business leads from Channels/Dealers to the respective team members within their geographic territories. Building and maintaining strong relationships with Channels/Dealers, as well as making preliminary decisions on customer funding, will be part of your daily routine. Furthermore, you will be required to monitor non-starters, PDD, and identify new opportunities that could potentially drive better business prospects in the future. Your ability to engage with the team, provide necessary training, and effectively manage relationships with key stakeholders will be essential for your success in this role.,

Portfolio Manager

hyderabad, telangana

3 - 7 years

INR Not disclosed

On-site

Full Time

You will be responsible for enhancing the deposit pool from customers by establishing service standards and delivering excellent service. Your role will also include selling non-deposit products and meeting cross-selling targets progressively. You will be expected to sell MF and insurance products to customers to generate fee income for the branch. Additionally, you will be involved in branch administration, ensuring regulatory compliance, and managing the productivity and morale of branch team members. You will have overall responsibility for achieving break-even and managing the P&L of the branch. To be successful in this role, you should have at least 6 years of banking experience, with 3-4 years specifically in retail liabilities. Sales experience in liabilities products is essential. An MBA/CA/CAIB qualification is preferred. You should possess good leadership skills, with a more tactical than strategic approach to leadership. You should be a thinker and a doer, with a ratio of 40:60 in your approach. It is crucial to have an in-depth understanding of financial instruments, markets, and macro-microeconomic processes. Your ability to collaborate with all units involved in the customer service cycle to ensure customer delight will be key to your success. You will also be required to liaise with the product management team, marketing, and other centers & verticals for new product development, service enhancements, and sales initiatives.,

Relationship Manager

lucknow, uttar pradesh

1 - 5 years

INR Not disclosed

On-site

Full Time

As a Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations, your primary responsibility will be to handle various customer service requirements such as account opening, DMAT account opening, addressing grievances, selling liability products, educating customers on product features, and issuing cheque books. The quality of advice provided to customers, as evaluated by customers and supervisors, will be a key performance indicator. Additionally, your speed and efficiency in delivering services and achieving sales targets for bank and investment products will be crucial. You will be expected to go beyond the expressed needs of customers by recommending other suitable products, thereby enhancing customer value. Cross-selling of asset products and providing backup support to relationship managers managing High Net Worth Individual (HNI) relationships will also be part of your role. It will be essential to ensure low attrition rates and focus on customer acquisition through referrals from existing customers. Ideal candidates for this position are graduates with a total work experience of 1-3 years, including at least 1 year in financial services or banks. A balanced blend of service and sales orientation is preferred, although a slightly higher emphasis on sales orientation can be acceptable. Candidates with experience in customer service roles within financial services, such as mutual funds or securities houses, and a strong sales orientation are encouraged to apply.,

Sales Associate

karnal, haryana

1 - 5 years

INR Not disclosed

On-site

Full Time

As a Customer Service Executive in the financial services sector, your primary responsibility will be to handle various customer service requirements including account opening, DMAT account opening, addressing grievances, selling liability products, educating customers on product features, and facilitating cheque book issuance. The quality of advice you provide to customers, as evaluated by both customers and supervisors, will be a key performance indicator. Additionally, your speed and efficiency in delivering services will be closely monitored. You will be expected to meet sales targets for both bank and investment products by not only addressing the customer's stated needs but also by identifying opportunities to provide additional products that enhance customer value. Cross-selling of asset products and providing support to relationship managers managing High Net Worth Individual (HNI) relationships will also be part of your duties. It is crucial to ensure low attrition rates and focus on customer acquisition through referrals from existing satisfied customers. To qualify for this role, you should hold a graduate degree with a total work experience of 1-3 years, with at least 1 year of experience in the financial services or banking industry. A balanced blend of service and sales orientation is essential for this position. Candidates with a background in customer service from financial institutions such as mutual funds, securities houses, etc., with a strong sales orientation, will be given preference. In summary, this role requires a proactive and customer-centric approach, with a focus on delivering high-quality service, meeting sales targets, and enhancing overall customer satisfaction. Your ability to effectively balance service excellence with sales goals will be critical in achieving success in this position.,

Product Manager

maharashtra

5 - 9 years

INR Not disclosed

On-site

Full Time

As the Head - Key Relationships - GCC, your main responsibilities include conducting market research to identify potential GCC clients and key decision-makers within these organizations. It is essential to build a network of connections to initiate and develop relationships with prospective corporate clients and expand the client coverage by onboarding new GCCs to enhance the bank's market share. You will be leading the onboarding process for new GCC clients, ensuring a smooth transition and providing a high-quality client experience. Regularly engaging with clients to understand their banking needs is crucial, and liaising with product, proposition, and fulfillment teams to provide tailored solutions is key to success. Creating opportunities with GCCs to cross-sell and upsell the bank's products and services, with a specific focus on wallet share expansion, is an important aspect of the role. Collaborating with product and proposition teams to develop and present customized solutions, including salary accounts, benefits, and exclusive banking products that meet the needs of GCC employees, is also part of your responsibilities. Managing any issues or challenges faced by strategic stakeholders and working closely with fulfillment teams to ensure quick and effective resolutions is essential. Tracking performance metrics, preparing reports on new client acquisition, engagement levels, and revenue contribution, and analyzing data to refine strategies are also crucial tasks that you will be responsible for in this role.,

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