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3.0 - 8.0 years
2 - 4 Lacs
Mumbai
Work from Office
About The Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred
Posted 3 weeks ago
7.0 - 12.0 years
2 - 4 Lacs
Thane
Work from Office
Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer "delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End of day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills conversational skills and English versant scores 7+. Flexible to work on rotational week offs.
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Vadodara
Work from Office
About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented
Posted 3 weeks ago
7.0 - 12.0 years
2 - 4 Lacs
Thane
Work from Office
About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.
Posted 3 weeks ago
7.0 - 12.0 years
2 - 4 Lacs
Hyderabad
Work from Office
About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.
Posted 3 weeks ago
0.0 - 3.0 years
3 - 6 Lacs
Mumbai
Work from Office
Job Role Responsible for achievement of CASA, TPP and X-Sell Value Budgets for ABG Demonstrate marked improvement in RM unit productivity and AMB contribution Ensure achievement of CASA hygiene benchmarks of accounts sourced by Agri RMs Liability RMs tagged to ABG Achieve benchmark penetration of x-sell product into the asset portfolio of ABG Create suitable enablers for the sourcing channel for them to source better quality CASA A/cs Drive joint calls, closures and upgrades of relevant ABG relationships into Private Banking and Priority Banking Create relevant and geo-specific sales strategies that can enable frontline teams to source CASA and X-Sell business from existing ABG relationships Conceive, launch and execute contests to drive above key objectives to fulfillment Job Requirements CA/MBA with strong analytical skills 8-10 years of frontline sales experience in retail wholesale banking Proactive and should be quick to grasp dynamics of Liability and X-Sell business Strong oral and written communication skills Should be able to work independently with minimal supervision Should demonstrate strong management skills to work along with cross-vertical Seniors and get objectives met Ability to multi task and independently execute tasks Ability to analyze and remediate business issues within expected TAT addition to the job requirements mentioned below, we need candidates who are currently In a sales leadership position managing a team size of 10 or more direct reportees ; OR Working at a Sales Leadership role (like Cluster Heads) in Retail Branch Banking, with exposure in working in multiple geographies ; OR Managing a large branch with a liability book size of >= Rs.500 Crs Rs.1000 Crs, in leading Pvt Sector banks with sufficient exposure to sales, operations, ; OR Working in a Centralized role Product role, with experience in P&L responsibility, and working alongside key leadership to achieve shared goals etc. We would not be considering candidates who are currently working in RM roles at branches product verticals in banks OR Branch Heads in smaller branches of banks
Posted 3 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Chennai
Work from Office
JOB ROLE Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping Regular generation of leads for New To Bank- customer and cross sell various products like TD/MF/ CASA/Gold Ensuring regulatory and procedural compliance To co-ordinate the audit of the branchEnsuring service excellence to enhance portfolio, control retention and better cross sell Authorize and check RO SO entriesCheck end productsCheck vouchers to clear transactions of Rs. 10 lakhs & aboveVault Key custodian JOB REQUIREMENT MBA/Graduate Minimum work exp. 5 years Customer service orientedMeticulousEye for detailsAbility to manage and motivate front office staff. Thorough overall understanding of bankingGraduate/MBAGraduates with 5-8 years" experience Should possess customer orientation and team leader qualities
Posted 3 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Rajkot
Work from Office
Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented
Posted 3 weeks ago
7.0 - 12.0 years
7 - 11 Lacs
Vijayawada
Work from Office
Regional 360 Manager Job Name R360M Regional 360 Manager Department Retail Liabilities Branch Banking Reporting Relationships Zonal 360 M RBH Grade M5 M6 R360Manager is a Regional role that revolves functioning below core objectives at Region/Zone level Driving Health Score for RL-Branch Banking portfolio through Regional Leadership across the Regions/Zones. Regional Channel Drives & Analytics support to Region with an objective to help to achieve their topline budgets through analytical insights. Digital Adoption & Digital Txns drive across the LOBs Portfolio quality movement & driving awareness of Analytical tools to Channel Support to Areas/Regions to drive and review performance on Health Parameters for managed portfolio, Driving Digital adoption and identify the areas of improvement with AM/RBM. Draw an operational plan to drive portfolio Health targets and ensure that the key aspect of customer engagement through granular book coverage is achieved with special focus on digital banking and consumer assets product . Regional Channel Campaigns Drive & Analytics support to Region Zone with an objective to help Branches/Area/Region to achieve their topline budgets through analytical insights by providing product level Opportunities/Potentials, EBT or Business Enablers etc. drive. Intelligent analytical insights to contribute towards achievement of product level top line targets across the zone and support Regions/Areas by providing Product level data opportunities through Local/ Central level campaigns and use EBTs (Event Based Triggers) as an opportunity tool to generate business out of it. Drive Channel Campaigns in the Area/Region across LOB"s through Central Local level designed campaigns. Data support for the same would be provided by the HO/Analytics team. Drive adaptability of Analytical tools for the channel including Reliability, PMPT, UNICA & EBT triggers etc. in the zone across all Regions/Areas. Drive Interact/Reliability/CRM adoption across all areas and Regions in Zone. All the data support would be taken care by Central Team and R360Ms/Z360Ms to ensure no CRN level data to be distributed across the Area/Regions. If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail to Please mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business Group -
Posted 3 weeks ago
2.0 - 3.0 years
2 - 6 Lacs
Pune
Work from Office
Premier Acquisition Manager Business Banking KRAs: 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 relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years
Posted 3 weeks ago
2.0 - 6.0 years
3 - 5 Lacs
Ahmedabad
Work from Office
Job Role Lead a team of relationship officers Relationship Managers Ensuring the sales of CASA, TPP and other asset products through Relationship Officers/RM"s Driving customer coverage and Ensuring customer engagement & Retention Drive productivity through team assigned Job Requirements Postgraduate preferably MBA Thorough understanding of banking Blend of Sales and Service AMFI & IRDA certified High energy and drive Customer First attitude Ability to handle a team Persuasive with excellent interpersonal skills
Posted 3 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Bengaluru
Work from Office
Job Role - To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets - This skill will also do sales with assigned customer based mapped to them - Measure of outcomes NPS, Service Level, Service Quality and Sales - Responsible for quality communication and customer servicing within laid down productivity and service benchmarks - Ensure customer "delight- and consistent service experience, including timely resolution of customer queries/issues - Complete the logs specified by the process (End-of-day target) - Adherence to Information Security norms & quality process norms - To be aware of and comply with any updates about the process - Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Job Requirements - Should be a least graduate - No western line candidates to be scheduled, kindly hunt profiles residing near to Thane - Should not have employment gap for more than a month - Should have at least completed a year in current org - Better soft skills conversational skills and English versant scores 7+ - Flexible to work on rotational week offs
Posted 3 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Chennai
Work from Office
Branch Relationship Manager - BRANCH BANKING - Branch Banking JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped 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 REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred
Posted 3 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Thane
Work from Office
To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets " This skill will also do sales with assigned customer based mapped to them " Measure of outcomes NPS, Service Level, Service Quality and Sales " Responsible for quality communication and customer servicing within laid down productivity and service benchmarks " Ensure customer "delight- and consistent service experience, including timely resolution of customer queries/issues " Complete the logs specified by the process (End-of-day target) " Adherence to Information Security norms & quality process norms " To be aware of and comply with any updates about the process " Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Job Requirements " Should be a least graduate " No western line candidates to be scheduled, kindly hunt profiles residing near to Thane " Should not have employment gap for more than a month " Should have at least completed a year in current org " Better soft skills conversational skills and English versant scores 7+ " Flexible to work on rotational week offs
Posted 3 weeks ago
1.0 - 5.0 years
3 - 4 Lacs
Hyderabad
Work from Office
About The Role JOB ROLE- Asst Acquisition Manager - GRA Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accountsin the prescribed TAT"s. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates MBA Having more than 0-2 year work experience
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Surat
Work from Office
Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities 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 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 Trade 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 levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years
Posted 3 weeks ago
2.0 - 3.0 years
2 - 6 Lacs
Bengaluru
Work from Office
Premier Acquisition Manager Business Banking KRAs: 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 relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years
Posted 3 weeks ago
1.0 - 5.0 years
6 - 10 Lacs
Pune
Work from Office
Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAsLiasoning with Internal teams for business like Credit, Legal, Technical, RCU & OperationsResponsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores. Job Requirements: Qualification- Graduate MBA
Posted 3 weeks ago
1.0 - 5.0 years
3 - 4 Lacs
Kolkata
Work from Office
JOB ROLE- Asst Acquisition Manager - GRA Acquisition of customers through group companies Managing the leads to be assigned to him for the proper execution and opening of Accountsin the prescribed TAT"s Selling TPP and Generating Revenue Building CASA book size Job Requirement- Good coordinator with different channels Excellent communication skills Graduates MBA Having more than 0-2 year work experience
Posted 3 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Thane
Work from Office
Job Role - To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets - This skill will also do sales with assigned customer based mapped to them - Measure of outcomes NPS, Service Level, Service Quality and Sales - Responsible for quality communication and customer servicing within laid down productivity and service benchmarks - Ensure customer "delight- and consistent service experience, including timely resolution of customer queries/issues - Complete the logs specified by the process (End-of-day target) - Adherence to Information Security norms & quality process norms - To be aware of and comply with any updates about the process - Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Job Requirements - Should be a least graduate - No western line candidates to be scheduled, kindly hunt profiles residing near to Thane - Should not have employment gap for more than a month - Should have at least completed a year in current org - Better soft skills conversational skills and English versant scores 7+ - Flexible to work on rotational week offs
Posted 3 weeks ago
1.0 - 5.0 years
6 - 10 Lacs
Panipat
Work from Office
Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAsLiasoning with Internal teams for business like Credit, Legal, Technical, RCU & OperationsResponsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores. Job Requirements: Qualification- Graduate MBA
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Patiala
Work from Office
Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities 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 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 Trade 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 levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years
Posted 3 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Coimbatore
Work from Office
About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented
Posted 3 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped 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 REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred
Posted 3 weeks ago
2.0 - 3.0 years
2 - 6 Lacs
Mumbai
Work from Office
Premier Acquisition Manager Business Banking KRAs: 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 relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years
Posted 3 weeks ago
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