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1.0 - 4.0 years
1 - 4 Lacs
Mumbai Suburban, Goregaon, Mumbai (All Areas)
Work from Office
1. Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions 3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clients Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 4. Audit & Compliance: Responsible to follow all process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attend to any audit findings and resolve them immediately as applicable 5. Others: Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. Manage Local Vendors /agency relationships to ensure smooth execution of transaction Responsible for Branch upkeep & maintenance and control over the cost Must be thorough with banking processes, regulations & guidelines across retail products. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Aligarh
Work from Office
Roles and Responsibilities Manage HNI client relationships through effective communication, understanding their needs, and providing tailored solutions. Identify new business opportunities by acquiring new clients and expanding existing ones' portfolios. Develop strong relationships with third-party product providers to offer relevant products to customers. Oversee branch banking operations, including current account management, saving account services, and portfolio management. Ensure high levels of customer satisfaction through excellent service delivery.
Posted 2 weeks ago
1.0 - 6.0 years
4 - 5 Lacs
Kochi, Chennai, Bengaluru
Work from Office
Role/ Job Title: Associate / Deputy Manager-Acquisition (Current Account) Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisition in terms of constitution, product and segment mix On-boarding and activating customers on digital platforms Assist Senior Sales Manager in catchment mapping and branch scoping exercises. Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities. Ensuring adherence to sales compliance and SOPs defined by the organization. Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations. Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibility for IDFC First Bank Working on key central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service offerings to customers. Education Qualification: Graduation: Any Graduate Experience: 1 to 3 years of relevant experience
Posted 2 weeks ago
4.0 - 9.0 years
5 - 10 Lacs
Hyderabad, Pune, Amritsar
Work from Office
1. Acquisition of new Customers and Increase book size. 2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals. 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. 4. Responsible for catering the investment needs of clients by providing them research based advises. 5. Interfacing all queries of Clients and understanding their investment needs. 6. Manage portfolios of clients and offer them investment solutions. 7. Investment Advisory to new and existing Clients and achieve revenue targets monthly. 8. Promote high quality sales, supply and customer service processes 9. Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Chennai
Work from Office
Generate New Business for the Bank by doing fresh Acquisition of CASA & other Banking products. Manage and sell Savings Accounts by conducting several marketing activities Extend p Contact - HR Tamilmani 8148439052 Required Candidate profile minimum 1 year to 6 Years experience in Banking Sales Immediate joiner preferred good communication skill
Posted 2 weeks ago
2.0 - 7.0 years
0 - 0 Lacs
navi mumbai, mumbai city, thane
On-site
Dear Candidate, Urgent opening with leading bank. Experience : 2+ yrs CTC : Upto 5 LPA Location : Across Mumbai /Navi Mumbai / Thane Job Description : 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC && AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances && starts transactions in his accounts (within M1 && Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager && product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Interested candidate can revert back with updated resume on qcnaukri2@gmail.com Any query can call Manisha : 9152859486 / 022-40697716
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Mumbai
Work from Office
About The Role 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 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Bengaluru
Work from Office
About The Role 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 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Valsad
Work from Office
About The Role 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 2 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. 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.Same Posting Description for Internal and External Candidates
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Kolkata
Work from Office
About The Role 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 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Ahmedabad
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 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Nagpur
Work from Office
About The Role 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 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Lonavala
Work from Office
About The Role 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 2 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Thane
Work from Office
About The Role Posting Description for Internal Candidates CEC-Relationship Manager-VRM Enter Custom Internal Posting Description Short Description for Internal Candidates 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 ski Description for Internal Candidates 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. Same Posting Description for Internal and External Candidates
Posted 2 weeks ago
2.0 - 7.0 years
6 - 10 Lacs
Jaipur
Work from Office
About The Role Job Role: Lead a team of Relationship officers -Customer Engagement (ROCE) in the region to manage Cat C & D portfolio as assigned by VRM CEC. Lead Conversion - Meeting benchmark Conversion of leads as budgeted from time to time as generated by Customer experience Centre(CEC) and central campaigns/triggers by CVMHO team Ensure superior ground coverage of the customers mapped to VRM and ROCE team Drive portfolio objectives through RO CEs - Category upgrades, Casa deepening, Digital adoption, GPH improvement, GSA improvement NPS Ensuring on ground Customer experience translates into desired NPS at a portfolio level Job Requirements: Graduate with min 12 years, or Post Graduate with a min of 8-10 years of experience Experience of managing a large feet on street 20+, team remotely. Experience field sales in BFSI preferred. Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities. Team Player with deep sense of working in matrix structures.
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Ludhiana
Work from Office
About The Role 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 2 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Thane
Work from Office
About The Role Posting Description for Internal Candidates CEC-Relationship Manager-VRM Enter Custom Internal Posting Description Short Description for Internal Candidates 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 ski Description for Internal Candidates 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.Same Posting Description for Internal and External Candidates
Posted 2 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Mumbai
Work from Office
About The Role Branch Relationship Manager - Business Development Department Retail Liabilities - Branch Banking Location Hyderabad Reporting Relationships Branch Manager Deputy Branch Manager Grade Name Deputy Manager Age 27 Min - 35 Max Grade M2 Job Role: Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Job Requirements: Blend of service and sales orientation MBA Graduate
Posted 2 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 ski Description for Internal Candidates 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.Same Posting Description for Internal and External Candidates
Posted 2 weeks ago
4.0 - 9.0 years
5 - 8 Lacs
Madurai, Nagpur, Delhi / NCR
Work from Office
Role & responsibilities Acquisition of new Customers and Increase book size. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. Responsible for catering the investment needs of clients by providing them research based advises. Interfacing all queries of Clients and understanding their investment needs. Manage portfolios of clients and offer them investment solutions. Investment Advisory to new and existing Clients and achieve revenue targets monthly. Promote high quality sales, supply and customer service processes Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)
Posted 2 weeks ago
1.0 - 6.0 years
3 - 7 Lacs
Hyderabad
Work from Office
About The Role JOB Role- Responsible for generation of revenues through sale of CA and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel. 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 forleading a large Sales Channel comprising ofTeam Leaders and Sales. Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams. Experience in handling large team. Background in order of preference 1. Banking2.Financial Services JOB Role- Excellent written and oral communication skills MBA/Graduate Minimum work exp. 4 years
Posted 2 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
Ahmedabad
Work from Office
About The Role Job Role: Effective Team Handling to ensure Productivity of every TRM in the team. Recruiting 100% budgeted team and Training them to ensure meeting the sales budgets of the Location. Active engagement with team in new Client prospecting and joining them in client meetings for faster conversions. Sharing quality data points with Team members to ensure focus on right Target Segments. Work very closely with Asset Channels like WCG, SME, and Agri Teams to ensure achievement of Asset budgets by all TRMs in the team. Conducting regular training sessions on products and Processes to fill Knowledge gaps and to improve the Capabilities of Team Members. Ensure zero Tolerance on disciplinary and compliance issues. Ensure every team member gets proper work environment to work efficiently to do his/her Job. Work very closely with Trade PSMs, Branches and TSMs to ensure quality service is delivered to the NTB clients on-boarded by TRMs.Job Requirement:Personal: Ability to Handle a team of 10 members & nurture them for further growth. Good Communication, presentation and negotiation skills. Sound Knowledge on Trade and Forex products processes. Handholding and managing the team members to ensure the required productivity is delivered. Hard working nature with strong networking skills. Ability to network with high end CA/CS/Corporate Law firms for sourcing large value capital account transactions. Positive approach and ability to engage with Supporting Channels. Problem solving and creative thinking.Professional: MBA graduate with min 7 to 8 years of experience in Current account & Business Banking - Sales Should have min 2 to 3 years of team handling experience with similar span.
Posted 2 weeks ago
0.0 - 5.0 years
11 - 15 Lacs
Mumbai
Work from Office
About The Role About The Role To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size and profitability of the assigned portfolio. To understand client business models, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Job Requirements - Excellent written and oral communication skills Preferably MBA/ CA Experience - 2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Pune
Work from Office
About The Role 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 2 weeks ago
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