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3.0 - 8.0 years

5 - 15 Lacs

Noida, Uttar Pradesh, India

On-site

Role & Responsibilities: Client Acquisition Acquire New-to-Bank MSME clients through a consultative CRM and Knowledge Banking approach Engage regularly with Branch Banking teams and MSME associations to source potential leads Conduct a minimum of two client meetings daily to build a healthy prospect pipeline Asset and Liability Book Building Build a quality asset portfolio by offering working capital facilities and term loans to MSME clients Grow the liability base by sourcing Current Accounts, Savings Accounts, and Fixed Deposits Promote Trade and Transaction Banking products such as Cash Management Services, Trade Finance, and Treasury solutions Cross-Selling & Wallet Share Expansion Enhance client profitability and retention by cross-selling POS machines, salary accounts, insurance, and wealth management products Identify opportunities to increase share of wallet and strengthen client relationships Internal Collaboration Coordinate with Risk, Operations, and Service teams to ensure faster turnaround times (TAT) for loan processing Ensure seamless client onboarding and servicing through effective teamwork Target Achievement Achieve business targets across topline (revenue generation) and bottom-line (profitability) by consistently driving productivity Monitor performance and take necessary actions to meet or exceed assigned goals

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2.0 - 7.0 years

0 - 0 Lacs

mumbai city, indore

On-site

LOCATION:- MUMBAI, INDORE For Most Reputed Organization OF General Insurance (Health Insurance Segment) Product: General Insurance (Health Insurance) Age Maximum 30 Qualification:-Graduate Preference : Candidate working in the Agency channel of the Life/ general/Health Insurance will be most preferable JD To Recruit the Financial Advisor and Distributor To Train and Motivate them To Procure Business out of Them Salary package will be Rs 3.5 to 5 Lacs (CTC Not Constraint for the Right Candidate) Contact Rupesh Pathak 9643403079 Mail: privilegecon@gmail.com

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0.0 years

4 - 9 Lacs

Kolkata, Siliguri, Dhanbad

Work from Office

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage 5. Maximum age limit 35 years. Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

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5.0 - 8.0 years

3 - 8 Lacs

Pune, Delhi / NCR, Mumbai (All Areas)

Work from Office

* Greetings from Andromeda !! We are seeking a dynamic and client-focused Wealth Relationship Manager with a strong background in fixed deposit sales. The ideal candidate will combine financial expertise with relationship management skills to guide clients towards achieving their financial goals, while contributing to the firm's overall growth. This role includes a competitive compensation package, attractive commissions, comprehensive health benefits, and a collaborative work environment. Requirements Key Responsibilities: * Support Investment Counsellors and Business Heads in executing investment strategies and client servicing initiatives. * Build and nurture long-term client relationships by understanding individual financial goals, risk appetite, and investment preferences. * Conduct financial assessments to evaluate clients' current situations and identify opportunities for wealth growth through fixed deposits and related products. * Develop personalized financial plans and recommend suitable fixed deposit options, along with cross-sell and up-sell opportunities across the product suite. * Conduct market and product research to ensure informed recommendations that align with client goals and current financial trends. * Proactively manage and review client portfolios to ensure alignment with objectives, adjusting as needed based on market dynamics or changing client needs. * Provide continuous financial guidance, addressing client queries and offering tailored wealth management solutions. * Contribute to the company's financial performance through client acquisition, retention, and product penetration (FDs, mutual funds, etc.). * Stay abreast of market movements, economic indicators, and regulatory updates to ensure timely and compliant client advisories. Required Skills & Competencies: * Proven experience in fixed deposit sales, wealth management, or financial product distribution. Strong ability to cross-sell and up-sell investment products and services. * Excellent interpersonal and communication skills to engage and retain clients. * Ability to conduct financial planning and understand diverse client needs. * Familiarity with regulatory guidelines related to financial products and advisory services. * Goal-oriented mindset with a commitment to delivering results and client satisfaction. Work with an experienced team, career growth and knowledge enhancement Other Locations also open- Bangalore ,Ahmedabad, Hyderabad

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1.0 - 5.0 years

2 - 3 Lacs

Kochi, Hyderabad, Puducherry

Work from Office

Post : Senior Relationship Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

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0.0 - 3.0 years

1 - 3 Lacs

Ahmedabad, Rajkot, Vadodara

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We are hiring BDE with one of the leading banks in PAN India to Manage Customer walking at the Branch. - Identify sales opportunities - Achieve sales Goals - Conduct market activities - Enhance the business - Cross Sales Bank Products Required Candidate profile Graduation or Above Age must be in between 21-33 Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship Perks and benefits Fixed package Incentives Medical Ins. Coverage

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2.0 - 6.0 years

1 - 4 Lacs

Nagpur, Thane, Pune

Work from Office

Role & responsibilities We are looking for a Sales Executive to join our team. The role involves selling insurance or financial products, finding new clients, and meeting monthly sales targets. Responsibilities: Find leads through fieldwork, cold calling, and networking Sell financial or insurance products to customers Understand customer needs and offer the right solution Follow up with leads and close sales Complete sales paperwork Meet monthly targets Build long-term client relationships Attend daily meetings and training sessions Preferred candidate profile: Graduate in any discipline. 2+ years of sales experience (BFSI experience is a plus). Good communication and convincing skills. Must Be a Local Candidate. Goal-orientated and self-motivated. Benefits: Fixed Salary + Attractive Incentives. Career growth & promotion opportunities. Training & certification support. Interested candidates can apply or reach out at: Phone : +91 9723104999 Email : palak.r@tekpillar.com

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1.0 - 5.0 years

2 - 3 Lacs

Noida, Ghaziabad, Delhi / NCR

Work from Office

Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 73830 81652 HR Krisha Perks and benefits Incentive + PF + Mobile with Several

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0.0 - 5.0 years

3 - 4 Lacs

Mumbai

Work from Office

The Company identified the potential of the Internet to cater to a mass retail segment and transformed its business model from providing information services to institutional customers to retail customers. Money Honey leveraged its position as a provider of financial information and analysis by diversifying into transactional services, primarily for online trading in shares and securities and online as well as offline distribution of personal financial products, like mutual funds, fixed deposits, debentures and RBI Bonds. Tasks Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios. Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes. Requirements Graduate Fresher Finance Knowledge Mathematics Updated: 1 hour ago

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3.0 - 8.0 years

3 - 8 Lacs

Hyderabad

Work from Office

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals. Acquisition Managers/ Premier Acquisition Manager- Business Banking Source customers for Current and Savings Accounts (CASA) products. Generate leads form open market. Achieve sales targets for CASA and cross-sell financial products. Minimum 1-5 Years of CASA Field Sales experience or BFSI Sales experience and currently employed. Interested candidates can share CVS to Below Mail Id: Praveen Kumar Racharla-HR PraveenKumar.Racharla@kotak.com

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3.0 - 8.0 years

3 - 8 Lacs

Hyderabad

Work from Office

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals. Acquisition Managers/ Premier Acquisition Manager- Business Banking Source customers for Current and Savings Accounts (CASA) products. Generate leads form open market. Achieve sales targets for CASA and cross-sell financial products. Minimum 1-5 Years of CASA Field Sales experience or BFSI Sales experience and currently employed.

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4.0 - 9.0 years

4 - 6 Lacs

Ghaziabad, New Delhi, Delhi / NCR

Work from Office

1.Experience in Retail Banking ,CASA Acquisition 2.Portfolio Management 3.Handle CASA,HNI Clients

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1.0 - 4.0 years

2 - 4 Lacs

Ahmedabad, Surat

Work from Office

A. Position Purpose Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. B. Position Responsibilities Key Responsibilities 1. New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies and guidelines such as KYC & AML 2. Ensure successful onboarding of customer for a smooth transition to branch banking team. 3. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4. Activities for lead generation 5. Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Essential - 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment - Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. - Should know the local language.

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0.0 - 1.0 years

2 - 4 Lacs

Bengaluru, Chamarajanagar

Work from Office

REPORTSTO AssistantCustomer Relationship Manager ROLEPURPOSE & OBJECTIVE Managesbanking relationship with 650 families within the geographic areaof control by offering full range of banking services Directlyresponsible to acquire new customers for Group Lending (GL)business and servicing existing customers Upsellloans to right customers and family members based on requirementand capacity to repay Offerand onboard Savings Accounts and other deposit products tocustomer, their family members and their references Deliverprompt customer services; be accessible to customers at all timesfor GL, IL and Family Banking queries G enerate quality leads for cross-selling for third party products offered by Ujjivan Small finance Bank. Provide timely loan for eligible repeat and top-up customers. Adherence to the defined set of processes and circulars. NON-FINANCIALSIZE PortfolioManaged- 2 Cr Customershandled- 500 customers Numberof portfolio products- Group Loan, Individual Loan, CASA, TD andTPP products KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business/Financials Meetthe set targets on Group Loans (GL) in terms of open marketacquisition and repeat GL loans ConvertGL customers, family member and referrals for Family Banking interms of opening Savings Accounts and maintaining minimum balance Activelysource term deposits (FD and RD) from Family members of GLcustomers Offersuitable Insurance products to customer and family members toprovide adequate insurance coverage Identify, process and refer GL customers who can be potentially givenIndividual loans either unsecured /secured Sharecustomer insights/product related feedback with the ACRM Customer Ensurecustomers and Family members are educated about entire bouquet ofbanking products (Loans GL, IL, Secured, Deposits &Insurance) offered by Ujjivan Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Ensuretimely insurance claim settlement for his/her customers Resolvecustomer queries/ pertainingto GL, IL & Family Banking within specified timelines Internal Process Identifyand conduct surveys of new working areas for group formation andconducts projection meeting for GL and Family Banking GroupLoans: Fill customer profile forms, Loan Application form withaccuracy and collects supporting documents for account opening instrict adherence to KYC norms followed by a Compulsory GroupTraining (CGTs) Individualloans (for certified CROs): Analyze existing customer profile andrepayment capacity, fill customer profile forms, Loan Applicationform with accuracy and collects supporting documents for accountopening in strict adherence to KYC norms Coordinatewith customers in the disbursement process ConductCenter Meeting as per schedule without fail and ensure timelyrepayments, collection of deposits for savings accounts / fixeddeposit, updates all transactions on True-Cell, an interface totrack monetary transactions Opensavings accounts for Customer and their Family members in Ujjivan Helpto conduct the CSR activities and motivates customers toparticipate in the Financial Literacy Program Givethe detailed field reports to ACRM and discuss field relatedissues Adherence to the defined set of processes and circulars. Learning& Innovation Maintainup to date knowledge of GL, IL and Family Banking products andservices as well as a working knowledge of other products offeredin the branch Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Qualifications Graduate Experience 0-1year experience for Graduates FieldExperience preferably in product sales, banking or collection Functional Skills Knowledgeon unsecured products BasicComputer knowledge (MS Office, Outlook) / Ease of technologyusage Isfluent in the local languages and has a working knowledge ofEnglish Behavioral Skills Product selling skills Willingnessto travel & relocation as per business requirements andcareer opportunities Interpersonal skills Abilityto interface (orally and in writing) with all levels ofassociates and customers Abilityto manage teams and drive performance Trainingskills Competencies Required BuildingRelationship DrivingChange Planning& Organizing Collaboration Location - Bengaluru, Bannerghatta, Chamarajanagar, Channapatna, Chikkaballapura, Chintamani, Gauribidanur, Gundlupet, Hassan, Hebbal, Hosakote, Kanakapura, Kollegal, Kothamangalam, Maddur, Magadi, Mysuru, Nagar, Nanjangud, Nelamangala, Pandavapura, Peenya, Piriyapatna, Puttur, Ramanujnagar, Rajanagaram, Shrirangapattana, Yelahanka

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1.0 - 3.0 years

2 - 4 Lacs

Chennai

Work from Office

Acquisition of CASA & liabilities a/c from cold calling, market reference, Fixed Deposit Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.

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1.0 - 4.0 years

4 - 8 Lacs

Ahmedabad

Work from Office

Coordinate with Companies and Branches to track and update transaction status Collect and compile MIS reports from Companies or download from respective portals Import MIS into internal systems and perform daily reconciliation Process Fixed Deposit (FD) transactions on respective company portals Execute NCD (Non-Convertible Debentures) bidding on the stock exchange platforms

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0.0 - 5.0 years

3 - 4 Lacs

Chennai

Work from Office

Premier Acquisition Manager CASA/ BB / GRA - RL Sales Walkin Drive on 23rd and 24th Jul 24 (Wed & Thursday) Grade: M1/M2 Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA - Having more than 2-4 year work experience Venue : Kotak Mahindra Bank, No:40, Monteith Road, Egmore, Chennai - 600 008. Time : 11 AM to 3 PM Contact Person : Raju S - HR

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2.0 - 7.0 years

2 - 7 Lacs

Hyderabad

Work from Office

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Hyderabad Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Branch Sales Executive 5. Senior sales Executive 6. Relationship Manager Walk In Interview Address : Bandhan Bank -Somajiguda Branch Ground Floor ,Legend ESTA ,6-3-105 / G2,SOMAJIGUDA, RAJ BHAVAN ROAD , HYDERBAD-500082 Land Mark : Marwadi Hotel Date 26-June-2025 Time 10:00am to 3:00pm Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity.

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0.0 - 5.0 years

3 - 4 Lacs

Solapur

Work from Office

Role & 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 the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

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0.0 - 5.0 years

3 - 4 Lacs

Nagpur

Work from Office

Role & 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 the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

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2.0 - 7.0 years

3 - 8 Lacs

Gurugram

Work from Office

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

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2.0 - 7.0 years

3 - 8 Lacs

Chennai

Work from Office

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Tamil Nadu Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Sales Manager - Merchant Acquiring 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity. Bandhan Bank -Anna Nagar Branch Q block, New No. Q 60, Old, Q99, 3rd Ave, Anna Nagar, Chennai, Tamil Nadu 600040 Date: 23rd July 2025 Time: 10:00am to 3.00pm

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1.0 - 6.0 years

3 - 8 Lacs

Kota, Jaipur, Jodhpur

Work from Office

Hni Client Handling , Sale Banking Product Current A/c & Saving A/c and Cross Sales Product Life Insurance, Health Insurance, General Ins, Fix Deposit, Mutual Fund, Gold Loan. Send Resume Jobs@xwelljobs.com. Call 9216163050 Required Candidate profile All Location Open Near Jaipur LocationBundi, Swamadhopour, Tonk, Bagru, kekri, deoli,raiwana, kotpuli, gailpur, jawanpura asind,

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1.0 - 6.0 years

2 - 4 Lacs

Kottayam, Thrissur, Idukki

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Responsibilities: Manage fixed deposits portfolio Generate leads through effective communication Develop business strategies with team Handle NBFC sales & insurance products Meet revenue targets

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1.0 - 4.0 years

3 - 5 Lacs

Kolkata

Work from Office

Job Requirements Role/ Job Title: Deputy Manager-Acquisition (Corporate Salary) Function/ Department: Retail Banking Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Deputy Manager-Acquisition (Corporate Salary) to join our Retail Banking team in Ahmedabad, Gujarat, India. As a leading bank in the country, we are committed to providing our customers with the best financial solutions and services. We are looking for a dynamic individual who shares our passion for excellence and is ready to take on new challenges. Roles & Responsibilities: Identify and acquire new corporate salary accounts for the bank Develop and maintain relationships with corporate clients to generate business Understand the financial needs of corporate clients and provide them with suitable banking solutions Collaborate with other departments to ensure smooth onboarding and servicing of corporate clients Meet and exceed sales targets set by the bank Keep up-to-date with market trends and competition to identify new business opportunities Provide excellent customer service and resolve any issues or concerns raised by corporate clients Ensure compliance with all banking regulations and policies Minimum of 1 years of experience in corporate sales or relationship management in the banking industry Proven track record of meeting and exceeding sales targets Education Qualification: Graduation: Any Graduation Post-graduation: Any Post-graduation Experience: 2 to 5 years of relevant experience Functional Area – Sales

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