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5.0 - 10.0 years
6 - 10 Lacs
Chennai, Bengaluru
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Role and Responsibilities: - Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. - Develop and implement effective sales strategies, tactics, and action plans to drive business growth. - Ensure that sales teams have the necessary tools, training, and support to succeed. - Monitor sales performance, provide feedbac...
Posted 4 months ago
1.0 - 6.0 years
6 - 12 Lacs
Fatehgarh Sahib
Work from Office
Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial bankin...
Posted 4 months ago
1.0 - 6.0 years
6 - 12 Lacs
Chandigarh
Work from Office
Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial bankin...
Posted 4 months ago
4.0 - 9.0 years
5 - 12 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Role & responsibilities Responsible for managing CASA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Share CV at 9149271539 References are highly appreciated!!
Posted 4 months ago
5.0 - 10.0 years
6 - 13 Lacs
Gurugram
Work from Office
Hiring for Bank !! Location- Gurgaon Profile- Wealth Relationship Manager Role- Individual ( portfolio handling) Product- CASA , Mutual Fund , Life Insurance Relationship Management : o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, c...
Posted 4 months ago
7.0 - 12.0 years
5 - 15 Lacs
Noida
Work from Office
Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to p...
Posted 4 months ago
2.0 - 5.0 years
2 - 3 Lacs
Chennai
Work from Office
NAPS payroll processing Manage onboarding, documentation, exit formalities Handle monthly payroll processing using HRMS software Ensure compliance with labor laws and statutory requirements such as PF, ESI, PT, Gratuity, and LWF Support audits Required Candidate profile Proficient in Elite HRMS software payroll processing,(NAPS) Strong understanding of statutory compliance (PF, ESI) Good communication skills, TALLY Language - English, tamil, Marathi/Hindi (prefered)
Posted 4 months ago
2.0 - 7.0 years
5 - 12 Lacs
Pune
Work from Office
Job description Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relation...
Posted 4 months ago
2.0 - 7.0 years
5 - 12 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Job description Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relation...
Posted 4 months ago
5.0 - 10.0 years
6 - 11 Lacs
Ahmedabad, Delhi / NCR, Mumbai (All Areas)
Work from Office
Dear Connections, We are currently hiring for a leading Private Sector Bank! Position: Wealth Relationship Manager Product Portfolio: Mutual Funds, Insurance, Savings & Current Accounts Role: Individual Contributor Portfolio Handling Location: Delhi/NCR , Bangalore , Mumbai , Ahmedabad If you or someone in your network is interested, please share updated CV at mukesh.dhawan@v-konnect.com . Referrals are highly appreciated! hashtag#Hiring hashtag#BankingJobs hashtag#WealthManagement hashtag#DelhiJobs hashtag#PrivateBanking hashtag#MutualFunds hashtag#Insurance hashtag#VKonnect
Posted 4 months ago
6.0 - 11.0 years
5 - 8 Lacs
Pune
Work from Office
Hiring for the role of Priority Banking Relationship Manager (PBRM) at Grade: Manager Key Requirements: Minimum 6 years of experience in handling HNI clients or portfolio management Strong background in liability sales Excellent communication skills Graduation is mandatory; Post-Graduation preferred Important: Candidates with less than 6 years of relevant experience or without liability sales background are requested not to apply.
Posted 4 months ago
5.0 - 10.0 years
6 - 16 Lacs
Navi Mumbai, Mumbai (All Areas)
Work from Office
Job Title: Relationship Manager Wealth & Business Banking Location: Mumbai/ Navi Mumbai(All Areas) Experience: 5 + years Industry: Banking & Financial Services Employment Type: Full Time Job Summary: We are looking for a dynamic and customer-focused Relationship Manager to grow our Liability and Investment portfolio by acquiring and managing high-value clients (including NRI and business clients). The ideal candidate will have a strong understanding of banking products, excellent interpersonal skills, and a passion for delivering tailored financial solutions. Key Responsibilities: Acquire and deepen relationships with high-net-worth individuals and business clients. Grow the Liability book a...
Posted 4 months ago
4.0 - 9.0 years
9 - 14 Lacs
Pune
Work from Office
Job description Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relation...
Posted 4 months ago
6.0 - 11.0 years
9 - 18 Lacs
Mumbai, Thane, Mumbai (All Areas)
Work from Office
.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in ha...
Posted 4 months ago
9.0 - 14.0 years
15 - 30 Lacs
Kolkata, Delhi / NCR, Mumbai (All Areas)
Work from Office
Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: min 5 years in exp in Wealth Management, PMS,AIF Note - Only from AMC /Mutual fund Company/ wealth Experience required.
Posted 4 months ago
6.0 - 11.0 years
7 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 5 months ago
6.0 - 11.0 years
18 - 30 Lacs
Kolkata, Mumbai, Mumbai Suburban
Work from Office
-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.
Posted 5 months ago
6.0 - 11.0 years
18 - 30 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.
Posted 5 months ago
2.0 - 5.0 years
3 - 5 Lacs
Hyderabad
Work from Office
Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with...
Posted 5 months ago
2.0 - 5.0 years
3 - 5 Lacs
Hyderabad
Work from Office
Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with...
Posted 5 months ago
5.0 - 10.0 years
6 - 10 Lacs
Nagpur, Nashik, Chennai
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Role and Responsibilities: - Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. - Develop and implement effective sales strategies, tactics, and action plans to drive business growth. - Ensure that sales teams have the necessary tools, training, and support to succeed. - Monitor sales performance, provide feedbac...
Posted 5 months ago
5.0 - 10.0 years
6 - 10 Lacs
Guwahati, Kolkata, Jaipur
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Role and Responsibilities: - Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. - Develop and implement effective sales strategies, tactics, and action plans to drive business growth. - Ensure that sales teams have the necessary tools, training, and support to succeed. - Monitor sales performance, provide feedbac...
Posted 5 months ago
5.0 - 10.0 years
6 - 10 Lacs
Madurai, Chandigarh, Delhi / NCR
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Role and Responsibilities: - Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. - Develop and implement effective sales strategies, tactics, and action plans to drive business growth. - Ensure that sales teams have the necessary tools, training, and support to succeed. - Monitor sales performance, provide feedbac...
Posted 5 months ago
1.0 - 6.0 years
2 - 6 Lacs
Madurai, Nagpur, Nashik
Work from Office
Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3...
Posted 5 months ago
1.0 - 6.0 years
2 - 6 Lacs
Kochi, Chennai, Bengaluru
Work from Office
Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3...
Posted 5 months ago
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