290 Crossselling Jobs - Page 10

As a professional in SME banking, you will play a crucial role in driving business growth and customer acquisition. Your primary responsibility will be to originate new business prospects within the SME sector through direct sourcing and open market channels. Additionally, you will acquire SME customers and guide them through the proposal process up to the disbursement stage. Meeting with existing SME clients will also be a key aspect of your role, where you will identify business opportunities and drive revenue. Providing SMEs with a range of working capital facilities tailored to their specific needs, such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, and Term Loan, will be part of your regular activities. Customer relationship management is essential in this role, where you will manage and nurture customer relationships by addressing service and sales queries to engage and retain SME clients. Cross-selling retail banking products to SME customers will also be crucial to maximize revenue and meet sales targets. You will be required to assess credit risk associated with SME clients and their proposed financing structures. Collaboration with credit and risk teams will be necessary to ensure sound credit decisions. Conducting in-depth financial analysis of SME clients to evaluate their creditworthiness and funding requirements will be part of your routine tasks, including preparing and presenting comprehensive credit proposals. Structuring credit facilities for SMEs in alignment with their business needs and risk profiles will be key. Optimizing credit solutions offered to SME clients will also be essential to support their growth and success. Compliance with all relevant regulatory requirements and internal policies is paramount, and staying updated on changes in regulations affecting SME banking is crucial. To excel in this role, you are expected to hold a minimum degree of Post Graduate/Graduate in any discipline. Your ability to drive new business prospects, manage customer relationships, assess credit risk, and ensure compliance with regulations will be critical in contributing to the success of SME banking operations.,

You specialize in creating and managing channel loyalty, customer loyalty, and employee rewards and recognition programs by utilizing a deep understanding of human behavior and advanced technology. Your company designs, launches, and optimizes engagement programs consistently delivering desired results, powered by an intuitive technology platform. With expertise across various domains, you partner with some of the biggest brands in the country. As a full-time, on-site Strategic Account Manager - Channel Loyalty based in Bengaluru, you will be responsible for designing, implementing, and managing loyalty programs to engage channel partners and customers. Your day-to-day tasks will involve client relationship management, strategy development, program optimization, and data analysis to measure program effectiveness. Key Responsibilities: Account Ownership & Relationship Building: - Represent Elevatoz for assigned channel loyalty clients. - Establish strong relationships with senior stakeholders on the client side. - Act as a thought partner, understanding client goals and aligning solutions accordingly. Strategic Growth & Account Expansion: - Identify cross-sell and upsell opportunities across loyalty solutions, tech, analytics, and rewards. - Develop customized growth roadmaps for each account to increase value delivered. - Collaborate with internal teams to build proposals, present solutions, and close incremental business. Program Oversight & Optimization: - Manage channel loyalty programs from strategy to execution. - Monitor program health and engagement metrics, identifying areas for improvement. - Recommend program enhancements based on data and insights. Client Engagement & Communication: - Lead business reviews, reporting, and program performance presentations. - Ensure client satisfaction through consistent delivery, responsiveness, and proactive solutions. - Collaborate with creative, tech, operations, and analytics teams to achieve program objectives. Requirements: - 4-6 years of experience in loyalty marketing, particularly in channel loyalty programs. - Proven ability to manage large accounts in a client-facing role at a loyalty agency or marketing solutions firm. - Strong commercial mindset with cross-selling/upselling experience. - Excellent communication, presentation, and negotiation skills. - Ability to manage multiple stakeholders in a fast-paced environment. - Strategic thinking combined with hands-on execution ability. - Proficiency in PowerPoint, Excel, and reporting dashboards. Preferred Qualities: - Highly accountable with a strong sense of ownership. - Consultative mindset with a focus on identifying business opportunities. - Comfortable handling clients independently and driving value-driven conversations. - Collaborative nature thriving in a dynamic, startup-like environment. Join Elevatoz for the opportunity to work on innovative channel loyalty programs, grow into senior strategy roles, be part of a young, agile team emphasizing value creation, and contribute to building award-winning loyalty solutions.,

As a Relationship Manager-Rural Business Banking at IDFC FIRST Bank, you will play a crucial role in managing and expanding the business banking portfolio in the rural regions of Punjab, India. Your primary responsibility will involve nurturing relationships with existing clients while also seeking out new business opportunities in the area. Your key duties will include building and sustaining connections with both current and potential business banking customers in Punjab's rural communities. This will require proactive engagement through various means like referrals, cold calls, and networking to expand the client base effectively. Furthermore, you will be tasked with evaluating the financial health and risk profile of potential clients to assess their creditworthiness. Based on your analysis, you will structure and negotiate loan terms that align with the clients" needs and the bank's standards. Collaboration with internal bank departments will also be essential to leverage cross-selling opportunities for different products and services to the clients. Staying informed about market dynamics and competitors in the rural business banking sector will be crucial to make informed decisions and maintain a competitive edge. To excel in this role, you should possess a graduation degree in BA, BCom, BSc, BBA, BCA, BE, BTech, or any other relevant field. Additionally, a solid background of 5 to 10 years in branch banking is required to navigate the complexities of this position successfully. Your commitment to providing exceptional customer service and ensuring high levels of client satisfaction will be instrumental in driving the growth and success of the Rural Business Banking segment at IDFC FIRST Bank.,

The Banker-Authorizer_Pipeline position at IDFC FIRST Bank is a full-time role within the Retail Banking team located in Jalandhar, Punjab, India. As a Banker-Authorizer_Pipeline, you will be responsible for authorizing and processing customer transactions, ensuring compliance with banking regulations, providing excellent customer service, promoting bank products, maintaining transaction records, collaborating with team members, and assisting in training new employees. To qualify for this role, you should have a Bachelor's degree in Finance, Business, or a related field, along with a minimum of 2 years of experience in retail banking or a similar role. Strong knowledge of banking regulations, excellent communication and customer service skills, ability to work in a fast-paced environment, attention to detail, proficiency in Microsoft Office and banking software systems, and the ability to work both independently and as part of a team are essential for success in this position. At IDFC FIRST Bank, we offer a competitive salary and benefits package, along with opportunities for professional growth and advancement within the company. If you are a motivated individual with a passion for banking and meet the qualifications for the Banker-Authorizer_Pipeline role, we invite you to apply and be a part of our team.,

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across approximately 500 branches in the country. Being a market leader in the consumer banking business, DBS offers a wide range of products and services including deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every stage of their lives. The primary purpose of this role is to achieve exceptional volume and revenue performance by engaging with DBS clients who have an Asset Under Management (AUM) greater than or equal to INR 1 million. This is done through a need-based approach to ensure client coverage and product penetration by cross-selling and up-selling DBS products and services. Additionally, the role involves maintaining high levels of customer satisfaction and service through proactive client engagement, relationship management, and coordination with internal teams. Key responsibilities include acquiring and upgrading quality clients in specific branch locations, deepening wallet share of existing customers, achieving monthly and annual volume and revenue objectives, activating e-Channels, ensuring proper implementation of product strategies, building client trust and loyalty, optimizing product mix, delivering exemplary customer service, ensuring compliance with internal and regulatory standards, and enhancing service delivery through appropriate workflows and processes. The job duties involve establishing, managing, and growing the AUM of mapped client segments, acquiring and nurturing clients with AUM greater than or equal to INR 1 million, resolving customer queries and complaints within agreed timelines, collaborating with internal teams and specialists, ensuring compliance with operational standards and risk reviews, and establishing DBS as the primary banker for clients. The ideal candidate should have a minimum of 5 years of experience in a reputed bank with proficiency in banking products, in-depth knowledge of the local market and competition, and certifications such as AMFI, IRDAI, FEDAI, and BCSBI. A graduate degree is the preferred qualification for this full-time role in relationship management based in New Delhi, India.,

As the leading bank in Asia, you will work within DBS Consumer Banking Group to assist customers in realizing their dreams and ambitions across a network of approximately 500 branches. Being a market leader in consumer banking, DBS offers a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every stage of life. Your primary objective will be to achieve exceptional volume and revenue performance by engaging with DBS clients who have assets under management (AUM) of INR 1 million or more. This will involve adopting a need-based approach to acquire and engage clients while ensuring coverage and product penetration through cross-selling and upselling DBS products and services. Additionally, you will be responsible for maintaining high customer satisfaction and service levels through proactive client engagement and relationship management, in collaboration with internal teams. Key responsibilities include acquiring and upgrading quality clients to the Treasures segment, deepening wallet share of existing customers, achieving monthly and annual volume and revenue objectives, activating e-Channels, implementing product strategies, building client trust and loyalty, optimizing product mix for customer profitability, delivering exemplary customer service, ensuring compliance, and enhancing service delivery through appropriate workflows and processes. In your role, you will establish, manage, and grow the AUM of mapped client segments, possess comprehensive knowledge of all products and services, resolve customer queries and complaints promptly, collaborate with colleagues and specialists, ensure regulatory compliance, and promote DBS as the primary banker for clients. The ideal candidate will have a minimum of 5 years of experience in a reputable bank with proficiency in banking products, in-depth knowledge of the local market and competition, and certifications such as AMFI, IRDAI, FEDAI, and BCSBI. A graduate degree is required for this full-time position based in Banashankari, Bengaluru, Karnataka, India. Your role will primarily focus on relationship management, where you will work towards achieving common team and branch objectives while upholding DBS service standards and regulatory compliance.,

You will be responsible for driving sales and providing exceptional service as a Retail Executive at our Zirakpur (Chandigarh) - Punjab location. Your main tasks will involve achieving daily sales targets, improving conversions, and increasing the average transaction value per customer by guiding them through the value chain during the selling process. Additionally, you will be expected to promote multiple product sales through effective cross-selling strategies across sub-categories. In terms of service, you will need to have a deep understanding of customers" needs and expectations, and be able to align products and services accordingly. It will be your responsibility to ensure that all customer needs are met from the initial inquiry to the completion of the sales transaction and delivery. Furthermore, you should be proactive in addressing and resolving any customer grievances that may arise, ensuring high levels of customer satisfaction.,

As a dedicated professional, you will be responsible for achieving business targets by acquiring new client relationships and maintaining them effectively. Your role will involve identifying target areas for prospective business and pre-screening customer segments in alignment with organizational norms. It will be essential to ensure the number of logins along with disbursement, contributing to the overall growth and success of the business. To excel in this position, you must prioritize high customer satisfaction levels by proactively understanding customer needs and adeptly cross-selling multiple products as per their requirements. Additionally, executing sales promotion activities to enhance customer interest in the TCFSL brand will be a key aspect of your responsibilities. Building strong client relationships, both internally and externally, is imperative in this role, along with establishing a robust brand identification with potential customers. You will also be tasked with vendor empanelment, developing relationships with new vendors, and creating strong distribution channels to expand the reach of the business. Furthermore, ensuring compliance with all Audit and RBI regulations is crucial to maintain the integrity and legality of all business operations. Your attention to detail and commitment to upholding these standards will be instrumental in driving the success of the organization.,

The role involves handling customer queries and providing appropriate solutions. You will be responsible for engaging with customers to generate revenue by promoting and cross-selling other products. Additionally, managing relationships with customers to enhance the depth of existing relationships will be a key aspect of the role. You will also be accountable for the soft recovery of loans in the existing portfolio. This position requires willingness to work in field sales. The job offers attractive incentives, petrol allowances, and insurance. The job types available are full-time, permanent, and open to freshers. Benefits include cell phone reimbursement, provided food, health insurance, internet reimbursement, leave encashment, life insurance, and provident fund. The schedule for this position includes day shifts and morning shifts. There is also a performance bonus available. The ideal candidate should have a minimum educational qualification of Higher Secondary (12th Pass), with a preference for candidates with 1 year of experience in business development. A total work experience of 1 year is also preferred. Proficiency in English is preferred for this role. The work location is in person.,

As a Corporate Sales Executive specializing in Group Health Insurance (GMC) policies, your primary responsibility will be to identify, prospect, and generate new leads within the corporate sector. You will be tasked with developing and nurturing relationships with key decision-makers such as HR heads, CXOs, and other relevant stakeholders in target companies. Your role will also involve conducting impactful sales presentations, product demonstrations, and negotiating policy terms and pricing to secure new business. Additionally, you will collaborate closely with insurance partners and internal teams to create tailored health insurance solutions that may include OPD benefits, wellness offerings, and other value-added services. To excel in this position, you must meet monthly/quarterly revenue and premium targets while staying abreast of market trends, competitor offerings, and regulatory developments. Ensuring a seamless onboarding process for clients, which includes handling documentation, policy issuance, and post-sale services, is crucial. Furthermore, you will be expected to upsell and cross-sell other General Insurance products and OPD services to maximize revenue opportunities. The ideal candidate for this role should possess a Graduate/Postgraduate degree in any discipline (MBA preferred) along with excellent communication skills and 2-6 years of B2B sales experience, preferably in the insurance or financial services sector. Experience in selling Group Health Insurance, GMC, or Employee Benefits will be advantageous, as well as having a strong business acumen, negotiation skills, and the ability to manage multiple accounts independently. Proficiency in MS Office and CRM tools is essential for this position. Preferred qualifications include an existing network with corporate HR teams or admin heads, knowledge of IRDAI regulations pertaining to corporate insurance, and experience in managing large accounts and renewals. If you are looking to make a significant impact in the realm of corporate health insurance sales, this role offers the perfect opportunity to showcase your skills and expertise.,

As a global leader in assurance, tax, transaction, and advisory services, EY is committed to hiring and developing passionate individuals to help build a better working world. At EY, you will be part of a culture that values providing training, opportunities, and creative freedom to help you reach your full potential. Your career with EY is yours to build, with limitless potential and opportunities for growth. We believe in supporting you throughout your journey to becoming your best professional self. The current opportunity is for the role of Manager-CHS-Business Consulting Risk-CNS in the area of Digital Risk, based in Gurgaon. CHS, which includes Consumer Products and Healthcare sectors, focuses on helping companies in these sectors meet consumer demands worldwide. Consumer products cover Retail and Agri businesses, while Health Sciences & Wellness involves building data-centric approaches to customer engagement and improved outcomes. In today's digitally focused ecosystem, participants in these sectors need to rethink their business practices to stay relevant. In the area of CNS - Risk - Digital Risk, EY Consulting aims to transform businesses through people, technology, and innovation. The focus is on driving long-term value for clients by solving their most strategic problems. The service lines include Business Consulting, Technology Consulting, and People Advisory Services, with a key emphasis on identifying and managing risks to support clients in making informed decisions and achieving sustainable growth. As a Manager in this role, your key responsibilities will include driving the business development process, identifying key contacts, building relationships with clients, and identifying opportunities for cross-selling. You will work with high-growth clients in industries such as financial services and insurance, plan client engagements, deploy the right team, review work products, and ensure timely billing and collections. To qualify for this role, you should have a university undergraduate degree (post-graduation preferred) and a minimum of 7 years of relevant work experience. We are looking for individuals who can work collaboratively across client departments, solve complex problems, and deliver practical solutions. We value agility, curiosity, mindfulness, positive energy, adaptability, and creativity in our team members. EY offers a dynamic environment with numerous growth opportunities, a personalized Career Journey, and resources to support your professional development. We are committed to being an inclusive employer and strive to provide a balance between client service excellence, career growth, and employee well-being. If you meet the qualifications and are eager to contribute to building a better working world, we encourage you to apply and join us on this exciting journey at EY.,

The key responsibilities for this role include handling students and parents with empathy and patience, achieving sales targets through strong persuasion and negotiation skills, demonstrating proficiency in Microsoft Office, email writing, and sales software, being fluent in English and the regional language, contributing to revenue by selling, upselling, and cross-selling educational courses via personal counselling, calls, emails, etc., establishing and nurturing relationships with clients, conducting market research to analyze competitors and market conditions, delivering exceptional customer service and post-sale follow-up, participating in industry events, exhibitions, and networking functions, and preparing and presenting sales reports to management. This is a full-time, permanent job that offers health insurance and Provident Fund benefits. The work schedule involves day shifts with weekend availability, and additional benefits include performance bonuses and yearly bonuses. The ideal candidate should possess a Bachelor's degree and have at least 1 year of total work experience. The work location is in person.,

The job involves achieving business targets by acquiring and maintaining new client relationships. As a candidate, you will need to be a graduate in any discipline and identify target areas for prospective business. Pre-screening customer segments according to organization norms and ensuring the number of log-ins along with disbursements will be part of your responsibilities. It is crucial to maintain a high level of customer satisfaction by proactively understanding their needs and cross-selling multiple products as required. Executing sales promotion activities to generate customer interest in the TCFSL brand is a key aspect of the role. Building strong client relationships, both internally and externally, and establishing a strong brand identification with potential customers are essential. You will also be responsible for vendor empanelment, developing relationships with new vendors, and creating robust distribution channels. Ensuring compliance with all Audit and RBI regulations is a critical part of the job to maintain the integrity and reputation of the organization.,

As a part of this role, you will be responsible for achieving business targets by acquiring new client relationships and maintaining them. You will need to identify target areas for prospective business and pre-screen customer segments according to the organization's norms. It is essential to ensure the number of logins along with disbursement and maintain a high level of customer satisfaction by proactively understanding customer needs and cross-selling multiple products as required. Your duties will also include executing sales promotion activities to generate customer interest in the TCFSL brand. Building strong client relationships both internally and externally, as well as establishing a strong brand identification with potential customers, will be key aspects of this role. You will be required to ensure vendor empanelment and develop relationships with new vendors, along with building strong distribution channels. Furthermore, compliance with all Audit/RBI regulations is crucial to this role. A successful candidate for this position will be a graduate in any discipline, with a proactive approach to sales and customer service.,

Job Description: Greetings from Ageas Federal Life Insurance (Formerly known as IDBI Federal Life Insurance). We are currently looking for a Relationship Manager - Bancassurance to join our team in Pathanamthitta, Adoor. As a Relationship Manager, you will be responsible for managing life insurance sales through assigned Bank Branches, coordinating between the Bank and the company from lead generation to policy conversion, and dealing with walking customers to sell them life insurance policies. Your role will also involve managing the life insurance policies effectively. You will be working closely with our Channel Partner - Federal Bank to generate leads from in-branch lead generators, bank customer database, and walk-in customers. Your key responsibilities will include making appointments, exploring customers" financial needs in life-related investment and insurance areas, selecting appropriate products from our range, gaining customer agreement to purchase, and accurately completing sales documentation. Building a strong customer base to explore cross-selling and up-selling opportunities will also be a part of your role, along with obtaining referrals to further prospects where applicable. You will be responsible for ensuring sales completion by facilitating the completion of medical reports and ensuring the prompt issuance of policy documents, while adhering to the company's sales process and submitting various reports in a timely manner. To be successful in this role, you should have 1-6 years of experience in sales, with priority given to those with experience in banking and insurance sales. This is a full-time position with an open salary for the perfect candidate. If you are interested in this opportunity, please send your resume to hrsourcing11@ageasfederal.com. Job Type: Full-time Benefits: Life insurance Schedule: Day shift Performance bonus Work Location: In person,

As a Relationship Manager (Sales & Dealer) at Indira Securities Pvt Ltd, your primary responsibility will be to acquire and retain clients by onboarding new clients, maintaining relationships, and providing investment advisory services. You will be expected to achieve revenue targets by generating revenue through brokerage, cross-selling, and increasing trade volumes. Additionally, you will be responsible for handling customer queries, resolving issues, and coordinating with back-office operations to ensure excellent customer service. Furthermore, your role will involve business development activities such as leveraging networking opportunities, referrals, and industry events to expand the client base. You will also be required to track sales performance, revenue metrics, and client interactions to contribute to the overall growth and success of the organization. To qualify for this position, you should hold a Graduate/Postgraduate degree in Finance, Business (NISM certification preferred), and have a minimum of 2-5 years of experience in broking, wealth management, or financial services. This position offers a competitive salary package as per industry standards and is based in Bhilai and Raipur (CG). If you are a motivated and experienced professional with a strong background in sales, client relationship management, and financial services, we encourage you to apply and become a valuable part of our team at Indira Securities Pvt Ltd.,

As a member of the team, you will be responsible for performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identifying potential customers for business development in collaboration with the Supervisor/Manager. - Collecting necessary documents from customers and verifying them according to the organization's standards. - Logging the case details in the system following the Standard Operating Procedure (SOP) and adhering to the disbursement process. - Meeting the organization's requirement for sanction ratio. - Addressing customer needs and promoting various products while being supervised by the Manager/Supervisor. - Assisting in the empanelment of new vendors and fostering relationships with them under the guidance of the Manager/Supervisor. - Ensuring compliance with all Audit and Reserve Bank of India (RBI) regulations with the support of the Manager/Supervisor.,

As a dedicated professional, your primary responsibility will be to ensure the achievement of disbursement targets with a proper mix of HE/ HL while maintaining minimum delinquency levels. You will play a crucial role in identifying target areas for prospective business and pre-screening customer segments according to organizational norms. Your focus will be on increasing the number of log-ins and disbursements, meeting sanction ratio targets, and enhancing customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. In this role, you will execute sales promotion activities to generate interest in the TCFSL brand, build strong client relationships internally and externally, and establish a recognizable brand identity with potential customers. Vendor empanelment and relationship development with new vendors will also be key aspects of your responsibilities, along with the establishment of robust distribution channels. Providing training to staff members and vendors to enhance their understanding of markets, competition, processes, and available products will be essential. Your insights and feedback to the central product and policy team will help in staying ahead in the market. Ensuring compliance with all Audit and RBI regulations will be a critical part of your job scope. If you are a graduate in any discipline and possess a strong drive to excel in a dynamic work environment, this role offers you the opportunity to contribute significantly to the growth and success of the organization.,

As a valuable team member, you will perform the following tasks under the guidance and direction of your Supervisor or Manager: You will work closely with your Supervisor or Manager to identify potential customers for business opportunities. Additionally, you will be responsible for collecting documents from customers and validating them in accordance with the organization's norms. Logging cases in the system following standard operating procedures (SOP) and adhering to the disbursement process will be a key part of your responsibilities. It is essential to meet the sanction ratio as required by the organization. Meeting customer requirements and promoting multiple products to cross-sell, all under the supervision and guidance of your Manager or Supervisor, will be crucial in this role. You will also assist your Manager or Supervisor in empanelling new vendors and building strong relationships with them. Furthermore, ensuring compliance with all audit and RBI regulations will be a significant aspect of your duties, with guidance and support provided by your Manager or Supervisor throughout the process.,

You will be performing the following tasks under the guidance and direction of your Supervisor/Manager: - Identify potential customers for the business with the assistance of your Supervisor/Manager. - Collect documents from customers and validate them according to the organization's norms. - Log cases in the system following the Standard Operating Procedures (SOP) and adhere to the disbursement process. - Meet the sanction ratio as per the organization's requirements. - Meet customer requirements and cross-sell multiple products under the guidance of your Supervisor/Manager. - Assist in the empanelment of new vendors and develop relationships with them under the supervision of your Manager/Supervisor. - Ensure compliance with all Audit/RBI regulations with the help of your Manager/Supervisor.,

The job involves performing the following tasks under the guidance and direction of the Supervisor or Manager: Identifying potential customers for business with the assistance of the Supervisor or Manager. Collecting documents from customers and validating them according to the organization's norms. Logging the case in the system following the Standard Operating Procedure (SOP) and adhering to the process for disbursement. Meeting the Sanction ratio as per the organization's requirements. Meeting customer requirements and cross-selling multiple products under the guidance of the Supervisor or Manager. Assisting the Manager or Supervisor in empanelling new vendors and developing relationships with them. Ensuring compliance with all Audit and RBI regulations with the help of the Manager or Supervisor.,

As a successful candidate for this role, you will be responsible for achieving business targets by acquiring new client relationships and maintaining them. You will play a critical role in identifying target areas for prospective business and pre-screening customer segments according to organizational norms. Your primary focus will be on ensuring the number of logins along with disbursements, while maintaining a high level of customer satisfaction through proactive understanding of customer needs and cross-selling multiple products as required. To excel in this position, you will need to execute sales promotion activities to enhance customer interest in the TCFSL brand. Building strong client relationships, both internally and externally, is essential, along with creating a strong brand identification with potential customers. Vendor empanelment and developing relationships with new vendors will also be part of your responsibilities. Moreover, you will be expected to establish robust distribution channels and ensure compliance with all Audit/RBI regulations. A degree in any discipline is required to apply for this role. If you are a motivated individual with a passion for achieving targets and driving business growth, we encourage you to apply for this exciting opportunity.,

Job Description: IDFC FIRST Bank is looking for a highly motivated and experienced Private Banker/ Partner to join the First Private team in the West region. As a Private Banker/ Partner, you will be responsible for managing a portfolio of high net worth clients in Mumbai, Maharashtra, India, and providing them with personalized banking and investment solutions. You should have a strong background in wealth management and sales, with a proven track record of building and nurturing relationships with high net worth individuals. Your key responsibilities will include developing and maintaining relationships with high net worth clients, understanding their financial goals, and offering customized banking and investment solutions. You will act as a trusted advisor, providing expert guidance on wealth management and financial planning. Additionally, you will cross-sell various banking and investment products, collaborate with different bank teams for seamless service delivery, stay updated on market trends, and aim to exceed sales targets to contribute to the growth of the First Private team. Qualifications: - Bachelor's degree in Finance, Business Administration, or a related field - Minimum of 10 years of experience in wealth management or private banking - Proven track record of managing high net worth clients and achieving sales targets - In-depth knowledge of banking and investment products and services - Excellent communication and interpersonal skills - Strong analytical and problem-solving abilities - Ability to work independently and as part of a team - Proficiency in MS Office and other relevant software If you are a proactive and customer-focused individual with a flair for providing exceptional service, IDFC FIRST Bank invites you to join their team and elevate your career to new heights.,

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across ~500 branches in the country. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, DBS aims to support customers at every life stage. The primary goal of this role is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients with an AUM greater than INR 1 million through a need-based approach. This involves ensuring client coverage and product penetration by cross-selling and up-selling DBS products and services. Additionally, the role focuses on managing and maintaining the highest levels of customer satisfaction and service through proactive client engagement and relationship management. Key responsibilities include acquiring and upgrading quality clients in the branch locations to the Treasures segment, deepening wallet share through retention and growth of AUM, achieving monthly and annual volume and revenue objectives, activating e-Channels, and driving exemplary customer service. The role also requires developing client trust and loyalty, ensuring regulatory compliance, and enhancing client coverage through appropriate product mix and new client acquisition strategies. Duties and responsibilities include establishing, managing, and growing the AUM of mapped client segments, resolving customer queries and complaints, collaborating with colleagues and product specialists, and ensuring internal and regulatory compliance. The role also involves working closely with the Line Manager and City/Cluster Head to achieve common team and branch objectives while addressing operational risks and exercising due diligence with clients. The ideal candidate should have a minimum of 5 years of experience in a reputed bank with proficiency in banking products, in-depth knowledge of the local market and competition, and relevant certifications such as AMFI, IRDAI, FEDAI, and BCSBI. A graduate degree is preferred for this position.,

You will be performing the following tasks under the guidance and direction of your Supervisor or Manager: - Identify potential customers for business in collaboration with your Supervisor or Manager. - Collect documents from customers and validate them according to organizational norms. - Log the case in the system following the Standard Operating Procedures (SOP) and adhere to the process for disbursement. - Ensure fulfillment of the Sanction ratio as per the organization's requirements. - Meet customer requirements and cross-sell multiple products under the supervision of your Supervisor or Manager. - Assist in the empanelment of new vendors and develop relationships with them under the guidance of your Supervisor or Manager. - Ensure compliance with all Audit and Reserve Bank of India (RBI) regulations with the help of your Manager or Supervisor.,