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34 jobs matched

1.0 - 4.0 years

2 - 4 Lacs

siddipet, warangal, kamareddy

Work from Office

Role & responsibilities Sales of the Banks products and services. Develop and nurture relationship with existing customers, to generate new business from them. Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits. Cross selling of third party products like insurance, to existing customers. Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers. Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc. Regular calls and visits to customers and leads for relationship buildi...

Posted 6 days ago

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1.0 - 4.0 years

2 - 4 Lacs

kota, jhunjhunun, alwar

Work from Office

Role & responsibilities Sales of the Banks products and services. Develop and nurture relationship with existing customers, to generate new business from them. Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits. Cross selling of third party products like insurance, to existing customers. Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers. Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc. Regular calls and visits to customers and leads for relationship buildi...

Posted 6 days ago

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1.0 - 4.0 years

2 - 4 Lacs

mehsana, gandhinagar, palanpur

Work from Office

Role & responsibilities Sales of the Banks products and services. Develop and nurture relationship with existing customers, to generate new business from them. Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits. Cross selling of third party products like insurance, to existing customers. Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers. Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc. Regular calls and visits to customers and leads for relationship buildi...

Posted 6 days ago

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1.0 - 4.0 years

2 - 4 Lacs

hassan, hubli, bangalore rural

Work from Office

Role & responsibilities Sales of the Banks products and services. Develop and nurture relationship with existing customers, to generate new business from them. Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits. Cross selling of third party products like insurance, to existing customers. Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers. Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc. Regular calls and visits to customers and leads for relationship buildi...

Posted 6 days ago

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5.0 - 10.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Manager - Finance & Accounts at L&T Precision Engineering & Systems IC, Chennai Manapakkam, your role will involve: - Involvement in Direct Taxation matters including Tax Audit. - Organizing the Working Capital requirement including Buyer Credit, PCFC and Forward Cover. - Arranging for Fixed Deposit & Bank co-ordination, Secured and Unsecured Loan documentations. - Handling Investment (MF, FD etc.), Currency Hedging and Bank Co-ordination. - Coordinating, preparing and presenting Revenue and Capital Budgets to the management including Order booking, Sales, Cost and Expenses, Profits, Capex and Profitability. - Establishing recovery centres, calculating recovery rates, costing the orders...

Posted 1 week ago

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2.0 - 7.0 years

3 - 5 Lacs

tiruppur, thiruvallur, erode

Work from Office

We are hiring for Deputy Manager - CASA Retail liabilities - Private Bank Position : Deputy Manager Vertical : CASA Sales Role & responsibilities Acquisition of Retail liabilities business to the bank Cross selling the Bank TTP Generating the revenue to the bank. Preferred candidate profile Minimum 1+ years of experience in CASA sales Interested candidates share their profiles to Vijayakumar.avula@upgrad.com or call to 9959342908

Posted 3 weeks ago

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2.0 - 6.0 years

0 Lacs

ernakulam, kerala

On-site

As a Business Development Executive/Manager at Shriram Finance Ltd, your primary responsibility will be to recruit Business Associates, Financial Advisors, and agents to expand the fixed deposit and life insurance business. This role entails developing and nurturing relationships with these key stakeholders to drive business growth. You will be instrumental in strategizing and implementing marketing initiatives to promote fixed deposit and life insurance products. Your ability to effectively communicate the benefits of these financial products and services will be crucial in attracting and retaining clients. Furthermore, you will play a vital role in training and guiding Business Associates ...

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1.0 - 4.0 years

3 - 6 Lacs

mumbai, hyderabad, bengaluru

Work from Office

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Benga...

Posted 1 month ago

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1.0 - 6.0 years

20 - 25 Lacs

kolkata

Work from Office

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

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1.0 - 6.0 years

0 - 0 Lacs

delhi, varanasi, jaipur

On-site

Position - Sales Executive Locations: North India - NCR, Kanpur, Lucknow, Agra, Allahabad, Varanasi, Gorakhpur, Jaipur, Ludhiana, Jalandhar, Patna, Muzafarpur, Jamshedpur, Patna South India - Vijayawada, Hyderabad and Anantapur. Responsibility: Marketing and selling of FD (Fixed Deposits), Life Insurance, General Insurance, Mutual Funds. Regular interaction with customers Maintain a good relation with existing and prospective customers Maintain a list of prospective customers

Posted 2 months ago

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10.0 - 20.0 years

14 - 22 Lacs

Chennai

Work from Office

Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) Eligibility Criteria: Only from Banking or Financial Services, dealing with HNI client for Wealth and Liability products. CTC up to 23Lacs Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial n...

Posted 2 months ago

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2.0 - 6.0 years

3 - 10 Lacs

Jaipur, Rajasthan, India

On-site

Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls. Skills Experience - Should be from Broking Industry with minimum of 2 years of experience. B2B Experience in hand...

Posted 2 months ago

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2.0 - 6.0 years

3 - 10 Lacs

Hyderabad, Telangana, India

On-site

Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls. Skills Experience - Should be from Broking Industry with minimum of 2 years of experience. B2B Experience in hand...

Posted 2 months ago

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2.0 - 6.0 years

3 - 10 Lacs

Ahmedabad, Gujarat, India

On-site

Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls. Skills Experience - Should be from Broking Industry with minimum of 2 years of experience. B2B Experience in hand...

Posted 2 months ago

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8.0 - 12.0 years

3 - 6 Lacs

Mumbai, Maharashtra, India

On-site

Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs and Franchis...

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0.0 - 5.0 years

2 - 7 Lacs

Noida, New Delhi, Delhi / NCR

Work from Office

Roles and Responsibilities 1. Product 2. Sales / Client handling 3. Sales support/client servicing 4. Financial planning Looking for passionate candidates to lead or support the verticals. Preference for people with Banking experience. Desired Candidate Profile Looking for 2-8 years experienced people from banking, investment advisory, and client handling backgrounds. Opportunity to work with experienced bankers and interact with top clients. a) The products ( mutual funds, general insurance, life insurance, health insurance, taxation, etc ) b) Client handling/ servicing / Acquisition/sales/Tele sales c) financial planning / Mutual funds/equity/insurance The location is Noida / Pitampura Int...

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10.0 - 20.0 years

12 - 20 Lacs

Chennai

Work from Office

Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer a...

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2.0 - 7.0 years

4 - 5 Lacs

Kochi

Work from Office

Opening with Leading Bank in Cochin Designation: Premier Acquisition Manager Grade: Deputy Manager Location : Cochin CTC: up to 5.5Lacs Job Responsibilities: Selling the Banking products of CASA, GTA Accounts, CASA Value, TD, RD, SIP, LI, GI, Demat Accounts.Customer handling, Problem solving, Sales activities, Basic operations. Managing HNI catchment for Acquiring new Relationships Liabilities & Assets Tracking on NCA Quality and Value penetration Branch wise and Segment wise on weekly basis CASA Account Opening & Cross selling of third-party products Meeting the Customers for Services requirements though regular interactions Achieving monthly targets delivered required productivity Tracking...

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2.0 - 5.0 years

2 - 6 Lacs

Madurai, Karur, Tiruchirapalli

Work from Office

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M...

Posted 3 months ago

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1.0 - 6.0 years

20 - 25 Lacs

Kolkata

Work from Office

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

Posted 3 months ago

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1.0 - 4.0 years

3 - 6 Lacs

Mumbai, Hyderabad, Bengaluru

Work from Office

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Benga...

Posted 3 months ago

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2.0 - 7.0 years

4 - 5 Lacs

Kochi

Work from Office

Opening with Leading Bank in Cochin Designation: Premier Acquisition Manager Grade: Deputy Manager Location : Cochin CTC: up to 5.5Lacs Job Responsibilities: Selling the Banking products of CASA, GTA Accounts, CASA Value, TD, RD, SIP, LI, GI, Demat Accounts.Customer handling, Problem solving, Sales activities, Basic operations. Managing HNI catchment for Acquiring new Relationships Liabilities & Assets Tracking on NCA Quality and Value penetration Branch wise and Segment wise on weekly basis CASA Account Opening & Cross selling of third-party products Meeting the Customers for Services requirements though regular interactions Achieving monthly targets delivered required productivity Tracking...

Posted 3 months ago

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3.0 - 6.0 years

10 - 11 Lacs

Ahmedabad

Work from Office

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.

Posted 3 months ago

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1.0 - 4.0 years

8 - 13 Lacs

Kolkata, Mumbai, Chennai

Work from Office

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

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7.0 - 12.0 years

10 - 15 Lacs

Chennai

Work from Office

Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropr...

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