3 Etrg Jobs

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 banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

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 banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Role: We are actively seeking a dynamic and motivated individual to join our Team as a Sales Support Associate . This role is pivotal in driving customer transactions, sales support, revenue operations, customer acquisition activities and business strategy execution to fuel our growth objectives in the MSME lending space. As a key member of our Revenue Ops Team , you will assist in transactional support, market research, business processes setup, sales performance analytics, and operational support to enhance sales efficiency and business outcomes. Additionally, you will work closely with the Business Head, providing insights and strategic support for key business decisions. Key Responsibilities: Transactional & Operational Support: Assist in execution of transactions, customer co-ordination, improvising processes, identifying & plugging loopholes to ensure business efficiency Sales Support & Operations: Assist in setting up lead qualification metrics, sales SOPs, and CRM processes to streamline sales operations and ensure data accuracy. Sales Analytics & Performance Tracking: Monitor sales pipeline, track performance metrics, generate reports, and provide actionable insights to optimize revenue generation. Event Participation & Industry Networking: Plan and attend expos, trade shows, and B2B events to gain market intelligence and enhance brand visibility. Client Engagement & Sales Coordination: Support the sales team by managing client interactions, coordinating meetings, and facilitating deal closures. Strategic Outreach & Business Growth: Execute outreach campaigns (emails and targeted communication) and persistently follow up with prospects. CRM & Data Management: Maintain and update CRM records with client data, meeting notes, and actionable insights. Business Head Support: Assist in strategic initiatives, industry research, competitor benchmarking, and business development planning. Requirements: 2-7 years of experience in sales support, revenue operations, or business development catering to MSMEs, emerging corporates, preferably in the financial services segment Experience in Sales support or Revenue Operations or Account Management catering to MSMEs will be highly preferred Prior experience in MSME Loans, Business Loans, Transaction Banking, or Supply Chain Finance (SCF) is preferred. Strong analytical skills with the ability to interpret sales data and optimize revenue processes. Proficiency in CRM systems like Zoho, HubSpot, & other SaaS tools. Excellent communication skills (written and verbal) and ability to engage with senior decision-makers. High-volume outreach experience, strong persuasion skills, and resilience to handle objections. Proactive, results-driven mindset with multitasking capabilities in a dynamic environment. Location: Santacruz, Mumbai