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2.0 - 5.0 years
2 - 3 Lacs
kolkata
Work from Office
We are seeking a results-driven Relationship Executive to join our sales team. In this role, you will be responsible for onboarding, managing and supporting our Independent Financial Advisors (IFAs) as well as existing clients for all our products.
Posted 1 month ago
3.0 - 8.0 years
3 - 4 Lacs
chennai
Work from Office
Role & responsibilities Trading Account Opening for Individual, HUF, NRI, and Corporate Administrative Assist Data entry -Meeting Schedule New Business partner Documents verification and processing Mutual funds Application verification and processing Coordinating with CAMS, Coordinating with investors & Branches, Tracking of CAMS errors Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries. Coordinating with Sales team and supporting Insurance Application verification and processing AML Daily MIS Handling HNI customer and Attending the Queries KYC Updating Attending the customer Queries and ...
Posted 1 month ago
0.0 - 3.0 years
2 - 3 Lacs
hyderabad
Work from Office
Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...
Posted 1 month ago
0.0 - 3.0 years
2 - 3 Lacs
visakhapatnam, srikakulam, vizianagaram
Work from Office
Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...
Posted 1 month ago
1.0 - 4.0 years
1 - 4 Lacs
navi mumbai, pune, mumbai (all areas)
Work from Office
We are hiring RM : Relationship Manager - Report at the branch daily - 100 % Lead based work - Individual sales role - Build relationship with colleagues - Schedule meetings with customer - Explain and sell your product - Close leads into sales Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance
Posted 1 month ago
1.0 - 4.0 years
2 - 4 Lacs
south goa, nagpur, pune
Work from Office
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 1 months of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 6351352480 Perks and benefits Pf, Incentive, Allowances, Insurance
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
ahmedabad, anand, vadodara
Hybrid
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings
Posted 1 month ago
1.0 - 5.0 years
2 - 4 Lacs
ahmedabad, surat, mumbai (all areas)
Work from Office
-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 6352870507 Perks and benefits Pf, Incentive, Allowances, Insurance
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
pune, ahmedabad, mumbai (all areas)
Work from Office
Greetings!!!! We are having urgent opening for Financial Sales Consultant for one of the best Financial group Financial Sales Consultant will be responsible for planning & execution of strategies to connect & acquire large clients for organization, Financial Sales Consultant is expected to showcase best standard of services and equipped with latest development on products & economy. Designation:- Financial Sales Consultant Locations:- Kolhapur, karad, Nashik, Thane, Goregaon, Ahmedabad, Pune, Satara, Solapur Key Responsibilities: Demat Account Acquisition: Drive the acquisition of new Demat accounts through prospecting, networking, and referrals. Customer Onboarding: Assist clients with the ...
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
jodhpur
Work from Office
About The Role To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with ...
Posted 1 month ago
1.0 - 3.0 years
3 - 5 Lacs
mumbai
Work from Office
Relationship Manager-RL-Emerging Market (RL-EM)-Relationship Management To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance Quality of advice given to customers as determined by customers and supervisor Speed and efficiency of service given Sales targets for bank and investment products Going beyond the professed need of the customer by providing other products Enhancement of customer value Cross-sale of assets products Back-up to relationship managers holding HNI relationships Ensure low attrition ratios Customer acquisition through referrals from existing customers Gra...
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
bengaluru
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
rajkot
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
ernakulam
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
hyderabad
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...
Posted 1 month ago
1.0 - 4.0 years
2 - 5 Lacs
tiruppur
Work from Office
About The Role Description for Internal Candidates To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with...
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
gurugram
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
aurangabad
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...
Posted 1 month ago
1.0 - 4.0 years
2 - 3 Lacs
ajmer
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
noida, new delhi, delhi / ncr
Work from Office
We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh/Connaught Place) Requirements: Minimum 2 years of experience in equity markets. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge ...
Posted 1 month ago
1.0 - 6.0 years
2 - 2 Lacs
bengaluru
Work from Office
Responsibilities:- Conduct market research to identify sales possibilities and evaluate customer needs. Convincing clients to open DMAT Account Convert given leads into clients Collaborate with team to achieve better results. Free meal Sales incentives Performance bonus Leave encashment
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
varanasi, patna, lucknow
Work from Office
Handle client acquisition Drive revenue through sales, ensure compliance Build long-term client relationships for sustained business growth. New investment opportunities, product offerings, and trading platforms
Posted 1 month ago
1.0 - 4.0 years
3 - 6 Lacs
guwahati
Work from Office
About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisi...
Posted 1 month ago
1.0 - 4.0 years
3 - 6 Lacs
jaipur
Work from Office
About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisi...
Posted 1 month ago
0.0 - 3.0 years
2 - 3 Lacs
madurai
Work from Office
Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...
Posted 1 month ago
 
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