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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
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
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 - 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
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
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 - 4.0 years
2 - 5 Lacs
rajkot
Work from Office
About The Role Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-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 ...
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 - 6.0 years
3 - 5 Lacs
mangaluru, chennai, bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto- 5 LPA + incentive + Other benefit Roles: Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required. Skills & Knowledge Graduate / Post graduate with 1to 4yrs ex...
Posted 1 month ago
0.0 - 3.0 years
2 - 3 Lacs
anantapur, hindupur
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 - 3.0 years
0 - 0 Lacs
navi mumbai, mumbai city, kalyan
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.
Posted 1 month ago
1.0 - 2.0 years
0 - 0 Lacs
bangalore, delhi, ahmedabad
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interes...
Posted 1 month ago
1.0 - 5.0 years
0 - 0 Lacs
bangalore, mysore, bellary
Remote
Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role-Relationship Manager CTC- upto- 6 LPA + incentive + Other benefit Roles: Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required Skills & Knowledge: Graduate / Post graduate with 1to 4yrs exp ...
Posted 1 month ago
1.0 - 3.0 years
0 - 0 Lacs
gurugram, delhi, ghaziabad
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply ...
Posted 1 month ago
2.0 - 4.0 years
0 - 0 Lacs
thane
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodities Risk Manager CTC- upto-9 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage and maintain the Commodity Risk Management System (RMS) for accurate risk tracking. 2) Conduct UAT testing for system related changes of Risk Management 3) Monitor risk limits and ensure compliance with internal risk policies and regulatory requirements. 4) Coordination and Communication with various stake holders such as Compliance, Product, IT, CS and Operations on Risk related matters 5) Stay updated with market trends, risk methodologies, circulars, and regulatory changes. 6) Handle Aud...
Posted 1 month ago
4.0 - 7.0 years
0 - 0 Lacs
thane
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Sales Team Manager CTC- upto-10 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Supervise and mentor TLs and Sales Agents, ensuring high performance and motivation. 2) Monitor team sales performance at a micro level, ensuring data driven decision making. 3) Develop and implement effective sales strategies to drive conversion and sales productivity. 4) Conduct daily interactions, coaching and review meetings with TLs and agents to address challenges and improve sales conversions. 5) Ensure the team meets and exceeds assigned sales leads and targets consistently. 6) Identify and imp...
Posted 1 month ago
2.0 - 4.0 years
0 - 0 Lacs
thane
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Sales trainer CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Deliver New Hire Training (NHT) sessions on Trading and Demat account opening and activation procedures. 2) Train both new and existing sales staff on systems, documentation, regulatory compliance, and client interaction techniques. 3) Design and develop comprehensive training materials, including presentations, SOPs, quick reference guides, and digital learning modules. 4) Conduct refresher training sessions at regular intervals to reinforce key processes and ensure consistent performance. 5) Evaluate the e...
Posted 1 month ago
1.0 - 4.0 years
0 - 0 Lacs
mumbai city, nashik, vapi
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned ...
Posted 1 month ago
2.0 - 4.0 years
0 - 0 Lacs
thane
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role-Sales team Leader CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Supervise daily activities of 1012 sales agents, ensuring productivity and target achievement. 2) Supervise daily activities of 1012 sales agents, ensuring productivity and target achievement. 3) Conduct daily team huddles, review sessions and feedback discussions to resolve bottlenecks. 4) Coach, mentor and upskill agents on sales scripts, objection handling, and product knowledge. 5) Collaborate with the Quality Team and other TLs to meet larger campaign goals and KPIs. 6) Track key metrics such as da...
Posted 1 month ago
1.0 - 3.0 years
0 - 0 Lacs
pune, kolhapur, nagpur
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) New client acquisition new clients per month from open market 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681
Posted 1 month ago
1.0 - 3.0 years
0 - 0 Lacs
pune, aurangabad, nagpur
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowled...
Posted 1 month ago
1.0 - 3.0 years
0 - 0 Lacs
navi mumbai, mumbai city, kalyan
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1 ) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Grdaution is mandatory ...
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
 
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