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1.0 - 5.0 years
3 - 6 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
SNEHA-8448100705 Hi Folks! We Required any international Process Sales Executive Who must have excellent comms skills & IMMEDIATE JOINERS Salary upto 30k-50k+Incentives Job Location-delhincr 5 Days working CAB+MEAL+UNLIMITED INCENTIVES Interview: F2F Required Candidate profile Call Sneha@ 8448100705 or wtsapp on same Inside Sales/ Cold Calling / Product sales/ services sales/b2Csales Excellent English comm Client coordination lead generation / calling / sales Night/US shift
Posted 2 weeks ago
2.0 - 7.0 years
1 - 5 Lacs
Jalgaon, Nagpur, Ahmednagar
Work from Office
This Opportunity is with a leading Stock Broking company for their office in Kolkata location Role: Relationship Manager Experience: 2 - 5 Years Job Description: Role & Responsibilities: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite, and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organization on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Required Skillset: Required Experience in Broking Industry Required Experience in Sales of investment products. Any Graduate - Full Time Good communication skills Strong analytical skills Customer orientation Interested Candidates can share their CV's at priyal@topgearconsultants.com
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Noida, Ahmedabad, Bengaluru
Work from Office
Greetings from Kotak Life Insurance!! We are Currently hiring For a Relationship Manager In our Direct Marketing Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.nishmitha-kotian@kotak.com or call on 8828395189 Location: Mumbai ( All Areas), Chennai, Hyderabad, Bangalore, Delhi, Noida, Karnal, Hisar Chandigarh, Rohtak, Amritsar, Jalandhar Ludhiana, Jaipur, Ahmedabad, Surat, Rajkot, Baroda. Role & responsibilities - Convert leads and generate business through leads shared by the organization - Visit potential customers for new business - Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management - Keep database current and accurate with: target customer, current customer and future customer - Ensuring that business targets are met month on month - Working on pre-fixed appointments. Preferred candidate profile Perks and Benefits Qualification - Any Graduate Perks and benefits - High Earning potential through Incentives as well as BDAs (business Development Allowance) - Defined Career Growth path - Fast track promotion on completion of Goal Sheet - Regular Skill enhancement programs These is 100% Field Sales work
Posted 2 weeks ago
1.0 - 5.0 years
3 - 7 Lacs
Bundi
Work from Office
Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch
Posted 2 weeks ago
1.0 - 6.0 years
3 - 3 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Opening for icici prudential life insurance for multiple channel ( banca,direct ,& agency channel ) for Delhi ncr. Ctc -3.60 max Age- 30 It's sales profile only interested Candidates apply for this nidhi01.accord@gmail.com 7018514644
Posted 2 weeks ago
1.0 - 5.0 years
3 - 7 Lacs
Mumbai, Pune, Delhi
Work from Office
Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business o Develop and maintain strong liaisons with the clients for repeat business or referrals. o Maximize number of APFs and increase penetration in the approved APF projects. o Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Sales Planning and Team Management o Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area o Align with the team on ground lead generation activities for Sales. o Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance o Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies o Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. o Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications: Graduate, Masters/Postgraduate Location - Mumbai, Delhi, Pune, Bangalore, Hyderabad, Chennai
Posted 2 weeks ago
3.0 - 7.0 years
5 - 9 Lacs
Hyderabad
Work from Office
To drive sales and ensure business targets are achieved Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships. Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals Maximize sales through a network and relationships to ensure strong business Develop and maintain strong liaisons with the clients for repeat business or referrals. Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area Align with the team on ground lead generation activities for Sales. Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Constantly keep abreast on market trends and competitor intelligence so as to build and develop effective sales and marketing strategies Use understanding of the markets competition process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. Ensure compliance to all Audit RBI regulations as well as processes, policies and reports as per company designed systems. Post Graduate/ Graduate in any discipline
Posted 2 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Ranchi
Work from Office
Core Responsibilities: Sales Process Management : - Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business Develop and maintain strong liaisons with the clients for repeat business or referrals. Maximize number of APFs and increase penetration in the approved APF projects. Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Sales Planning and Team Management : - Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area Align with the team on ground lead generation activities for Sales. Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance : - Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications : Graduate, Masters/Postgraduate
Posted 2 weeks ago
1.0 - 4.0 years
3 - 6 Lacs
Hyderabad
Work from Office
Core Responsibilities: Sales Process Management : - Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business Develop and maintain strong liaisons with the clients for repeat business or referrals. Maximize number of APFs and increase penetration in the approved APF projects. Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Sales Planning and Team Management : - Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area Align with the team on ground lead generation activities for Sales. Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance : - Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications : Graduate, Masters/Postgraduate
Posted 2 weeks ago
1.0 - 4.0 years
3 - 6 Lacs
Mumbai, Pune, Delhi
Work from Office
Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Location - Mumbai, Delhi, Pune, Bangalore, Hyderabad, Chennai
Posted 2 weeks ago
0.0 - 5.0 years
4 - 8 Lacs
Tamil Nadu
Work from Office
Job Overview: As a Telesales Senior Executive, you will be responsible for driving sales growth by engaging with potential and existing customers over the phone. You will be expected to develop and maintain strong relationships, understand customer needs, and promote products/services effectively. You will also play a key role in mentoring junior telesales team members and achieving monthly and quarterly sales targets. Key Responsibilities : Sales Generation : Proactively reach out to potential clients to generate new business and manage a portfolio of existing clients to drive revenue growth. Customer Engagement : Build rapport with prospects and customers, providing tailored product recommendations to meet their needs and improve customer satisfaction. Product Knowledge : Develop a deep understanding of the company's products and services to effectively pitch to potential customers. Pipeline Management : Maintain an active and organized sales pipeline, ensuring all follow-up actions are taken promptly. Sales Target Achievement : Consistently meet or exceed monthly and quarterly sales targets. Team Mentoring : Support and mentor junior telesales team members, helping them improve their sales techniques and product knowledge. Data Entry & Reporting : Maintain accurate records of customer interactions, sales activities, and deal progression in CRM systems. Market Insights : Stay informed about market trends and customer feedback to share insights with the team and management. Upselling and Cross-selling : Identify opportunities for upselling or cross-selling to maximize revenue per customer. Compliance : Ensure all sales activities comply with industry regulations, company policies, and best practices.
Posted 2 weeks ago
0.0 - 5.0 years
1 - 4 Lacs
Tamil Nadu
Work from Office
Roles & Responsibilities: Sales Calls: - Make calls to potential customers to sell products or services. - Understand customer needs and offer suitable solutions. - Explain the features and benefits of the product or service clearly. Customer Interaction: - Build relationships with customers over the phone. - Answer any questions and address concerns about the product or service. - Upsell or cross-sell products based on customer needs. Data Management: - Keep accurate records of customer interactions and sales. - Update customer details in the system after each call. - Follow up on previous calls and maintain customer information. Sales Targets: - Work towards achieving daily, weekly, or monthly sales targets. - Keep track of progress and report results to managers. Skills Required: - Good communication and persuasive skills. - Basic computer knowledge (to use CRM systems, etc.). - Confident and outgoing personality. - Ability to handle rejection and stay motivated. Eligibility: - Freshers or candidates with no prior experience are welcome. - High school diploma or equivalent.
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Hyderabad, Pune, Delhi / NCR
Work from Office
Greetings from Kotak Life Insurance!! We are Currently hiring For a Relationship Manager In our Direct Marketing Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.nishmitha-kotian@kotak.com or call on 8828395189 Location: Mumbai ( All Areas), Chennai, Hyderabad, Bangalore, Delhi, Noida, Karnal, Hisar Chandigarh, Rohtak, Amritsar, Jalandhar Ludhiana, Jaipur, Ahmedabad, Surat, Rajkot, Baroda. Role & responsibilities - Convert leads and generate business through leads shared by the organization - Visit potential customers for new business - Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management - Keep database current and accurate with: target customer, current customer and future customer - Ensuring that business targets are met month on month - Working on pre-fixed appointments. Preferred candidate profile Perks and Benefits Qualification - Any Graduate Perks and benefits - High Earning potential through Incentives as well as BDAs (business Development Allowance) - Defined Career Growth path - Fast track promotion on completion of Goal Sheet - Regular Skill enhancement programs These is 100% Field Sales work
Posted 2 weeks ago
2.0 - 5.0 years
10 - 14 Lacs
Nellore
Work from Office
Customer Acquisition & Relationship Management : Identify and engage potential clients through various sourcing channels. Build and maintain strong relationships with customers to understand their financial needs and provide tailored loan solutions. Sales Target Achievement : Meet and exceed sales targets by effectively promoting Micro LAP products and services. Loan Processing & Documentation : Guide clients through the loan application process, ensuring all necessary documentation is collected and processed efficiently. Collaboration with Internal Teams : Work closely with credit, operations, and risk teams to facilitate quick loan approvals and disbursements. Market Analysis & Reporting : Stay updated on market trends and competitor offerings. Provide regular reports on sales activities, market feedback, and potential business opportunities.
Posted 2 weeks ago
2.0 - 6.0 years
11 - 15 Lacs
Erode
Work from Office
Customer Acquisition & Relationship Management : Identify and engage potential clients through various sourcing channels. Build and maintain strong relationships with customers to understand their financial needs and provide tailored loan solutions. Sales Target Achievement : Meet and exceed sales targets by effectively promoting Micro LAP products and services. Loan Processing & Documentation : Guide clients through the loan application process, ensuring all necessary documentation is collected and processed efficiently. Collaboration with Internal Teams : Work closely with credit, operations, and risk teams to facilitate quick loan approvals and disbursements. Market Analysis & Reporting : Stay updated on market trends and competitor offerings. Provide regular reports on sales activities, market feedback, and potential business opportunities.
Posted 2 weeks ago
3.0 - 7.0 years
7 - 11 Lacs
Jaipur
Work from Office
To drive sales and ensure business targets are achieved o Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships.o Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals o Maximize sales through a network and relationships to ensure strong businesso Develop and maintain strong liaisons with the clients for repeat business or referrals.o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. o Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the areao Align with the team on ground lead generation activities for Sales.o Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies o Constantly keep abreast on market trends and competitor intelligence so as to build and develop effective sales and marketing strategieso Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. o Ensure compliance to all Audit / RBI regulations as well as processes, policies and reports as per company designed systems. Post Graduate/ Graduate in any discipline
Posted 2 weeks ago
1.0 - 5.0 years
8 - 12 Lacs
Mumbai, Hyderabad, Pune
Work from Office
Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business o Develop and maintain strong liaisons with the clients for repeat business or referrals. o Maximize number of APFs and increase penetration in the approved APF projects. o Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Sales Planning and Team Management o Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area o Align with the team on ground lead generation activities for Sales. o Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance o Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies o Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. o Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications: Graduate, Masters/Postgraduate Location: mumbai,delhi,pune,bangalore,hyderabad,chennai
Posted 2 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Noida, Greater Noida
Work from Office
Customer Service specialist: Voice Process: Reputed Bank 2+ years experience Rotational shift & weekoff = 5 days working Salary uptill 4.5 LPA IMMEDIATE JOINERS ONLY Location - Noida, 128
Posted 2 weeks ago
0.0 - 5.0 years
4 - 8 Lacs
Nagercoil
Work from Office
Job Overview: As a Telesales Senior Executive, you will be responsible for driving sales growth by engaging with potential and existing customers over the phone. You will be expected to develop and maintain strong relationships, understand customer needs, and promote products/services effectively. You will also play a key role in mentoring junior telesales team members and achieving monthly and quarterly sales targets. Key Responsibilities : Sales Generation : Proactively reach out to potential clients to generate new business and manage a portfolio of existing clients to drive revenue growth. Customer Engagement : Build rapport with prospects and customers, providing tailored product recommendations to meet their needs and improve customer satisfaction. Product Knowledge : Develop a deep understanding of the company's products and services to effectively pitch to potential customers. Pipeline Management : Maintain an active and organized sales pipeline, ensuring all follow-up actions are taken promptly. Sales Target Achievement : Consistently meet or exceed monthly and quarterly sales targets. Team Mentoring : Support and mentor junior telesales team members, helping them improve their sales techniques and product knowledge. Data Entry & Reporting : Maintain accurate records of customer interactions, sales activities, and deal progression in CRM systems. Market Insights : Stay informed about market trends and customer feedback to share insights with the team and management. Upselling and Cross-selling : Identify opportunities for upselling or cross-selling to maximize revenue per customer. Compliance : Ensure all sales activities comply with industry regulations, company policies, and best practices.
Posted 2 weeks ago
0.0 - 5.0 years
1 - 4 Lacs
Nagercoil
Work from Office
Roles & Responsibilities: Sales Calls: - Make calls to potential customers to sell products or services. - Understand customer needs and offer suitable solutions. - Explain the features and benefits of the product or service clearly. Customer Interaction: - Build relationships with customers over the phone. - Answer any questions and address concerns about the product or service. - Upsell or cross-sell products based on customer needs. Data Management: - Keep accurate records of customer interactions and sales. - Update customer details in the system after each call. - Follow up on previous calls and maintain customer information. Sales Targets: - Work towards achieving daily, weekly, or monthly sales targets. - Keep track of progress and report results to managers. Skills Required: - Good communication and persuasive skills. - Basic computer knowledge (to use CRM systems, etc.). - Confident and outgoing personality. - Ability to handle rejection and stay motivated. Eligibility: - Freshers or candidates with no prior experience are welcome. - High school diploma or equivalent.
Posted 2 weeks ago
3.0 - 8.0 years
5 - 11 Lacs
Varanasi, Agra, Moradabad
Work from Office
Role & responsibilities Preferred candidate profile
Posted 2 weeks ago
2.0 - 7.0 years
2 - 5 Lacs
Coimbatore, GN Mills
Work from Office
Positions : Service Delivery Manager (SDM) Interview Venue : Indusind Bank - Ground Floor & Basement, Mayura Complex Sri Balaji Gardens, G.N. Mills Post, Mettupallayam Road - 641030 Contact Person : Prakruthi Bhanot (Branch Manager) Job Role : Any Graduate/Post-Graduate with Min of 2 to Max of 8 years of Banking/NBFC experience To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross selling. Eligibility Criteria : Age must be within 35 years for SDM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language
Posted 2 weeks ago
3.0 - 8.0 years
3 - 8 Lacs
Bengaluru
Remote
We are looking for a dynamic and results-driven Cyber Security Sales Specialist to join our team. The ideal candidate will have 1-2 years of direct experience in Cyber Security sales and a proven track record in handling the end-to-end sales lifecycle from lead generation to deal closure. This role is remote, but the candidate must reside in Bangalore . Key Responsibilities: Drive end-to-end sales activities: prospecting, pitching, negotiation, and closing deals. Cross-sell and up-sell cybersecurity services and solutions to existing clients. Identify and pursue new business opportunities through networking, referrals, and direct outreach. Prepare and deliver customized sales pitches and presentations tailored to client needs. Build and maintain strong client relationships to ensure repeat business and customer satisfaction. Conduct contract negotiations and close deals in alignment with company targets. Maintain and manage sales pipeline and forecasts using the CRM system. Independently manage your schedule for sales calls, follow-ups, travel (if required), and proposal development. Collaborate with internal teams including technical pre-sales, delivery, and account management. Consistently meet or exceed assigned sales targets and quotas . Key Requirements: Minimum 3 to 8 years of total experience , with at least 1-2 years in Cyber Security sales. Strong understanding of Cyber Security products and solutions (SIEM, SOC, VA/PT, endpoint security, etc.) Proven experience in end-to-end sales processes including hunting, qualifying, pitching, and closing deals. Excellent communication, interpersonal, and presentation skills . Demonstrated ability to negotiate contracts and close enterprise-level deals. Strong networking and relationship-building skills . Proficient in using CRM tools to manage leads and pipeline effectively. Must be self-motivated , target-oriented, and able to work independently. Must be located in Bangalore and available to attend occasional in-person meetings if needed. Preferred Qualifications: Bachelor's degree in Business, Marketing, IT, or a related field. Exposure to enterprise/B2B cybersecurity sales across multiple sectors. Existing network of potential clients or decision-makers in the cybersecurity domain.
Posted 2 weeks ago
1.0 - 2.0 years
2 - 3 Lacs
Mumbai, Andheri East
Work from Office
Key Responsibilities Engage and introduce users to best practice in systematized learning Keep up with and distribute latest tactical knowledge and updates with end clients Build and maintain strong relationships with key stakeholders Negotiate and close deals with clients to achieve sales targets Update and upgrade on continuous basis with latest in Options trading Maintain KRAs for successful fulfilment of daily duties Qualifications Proven track record of success in business development or sales roles Strong communication and negotiation skills Knowledge of the Stock Market/ Options current market trends is a plus Ability to work independently and as part of a team bachelors degree in business administration or finance field Previous experience in Options training a plus
Posted 2 weeks ago
3.0 - 4.0 years
5 - 7 Lacs
Alleppey, Bengaluru, Bannerghatta
Work from Office
GRADE - M DEPARTMENT - Branch Banking REPORTS TO - Branch Manager ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible for providing Financial solutions to meet the requirements of the existing Mapped customers and ensure value added customer service as well as acquiring New to Bank CASA Customers. Responsible for handling the portfolio of existing Mapped CASA customers and generating revenue / book growth Responsible for increasing Liabilities book size of relationships via balances in accounts of existing mapped CASA customers or through Term Deposits, Cross selling of MF / Insurance, Loan products, acquiring family accounts and retaining the relationship To acquire pre-fixed New to Bank CASA customers through Open Market referrals / Referrals from existing CASA client base / BTL Initiatives & other tie ups Should be in close contact with the existing customers through personal visits, mailers and phone calls and share insights on the fluctuations in interest rates, FD rates and various product offerings. Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensure continuity of high quality service, product delivery, and responsiveness to customer needs Tracks customer complaints/queries and turnaround times for customer satisfaction. Responsible to be abreast with all policies relating to operational risk, sales processes, mis-selling etc and ensure compliance with the same. Develop effective ways to promote Brand awareness & Product proposition that lead to measurable business results SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Entire liability target for the branch CASA Book as per the branch TASC Book as per the branch BB-FIG Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TASC Snr Citizen HNI NR Manage portfolio of assigned branch customer holders KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA /CA / FD / Life Insurance/ Loan Products etc. Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience Customer Resolution of Queries / Requests that may come from managed CASA clients; adhering to the TAT Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking Provide Doorstep service to managed customers, where-ever required Implementing necessary training for staffs to enable them to handle managed customers Internal process Streamlining the process of customer on-boarding and ensuring seamless process during the same Working towards eliminating bottlenecks in the Account Opening process and rejuvenating the customer journey with Ujjivan Conversion of all form based processing to digital process, with minimal documentation in the long run Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions) Learning & Performance Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines Timely training of Branch staff, so as to ensure product knowledge & change in processes are communicated in a timely manner MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, with a Masters or MBA / PGDM Preferred. Experience Preferred experience of 3 - 4 years in Banking specific managing Privileged / Mapped clients Certifications AMFI / IRDA Certified Functional Skills Good knowledge of Branch Banking & Liability products Service Oriented Analytic and technology oriented Good Relationship Management skills with existing & new Customers Demonstrated leadership experience in interacting with cross-functional teams with a sound understanding of key business drivers Behavioral Skills Sales Skills Execution Skills Relationship Skills Influencing Skills Customer Service Orientation Competencies Planning & Organizing Driving Execution Building Partnerships
Posted 2 weeks ago
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