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3.0 - 8.0 years
3 - 8 Lacs
chennai
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...
Posted 2 months ago
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 Enhan...
Posted 3 months ago
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
Posted 3 months ago
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...
Posted 3 months ago
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 relationship...
Posted 3 months ago
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
Posted 3 months ago
0.0 - 3.0 years
1 - 3 Lacs
Ahmedabad, Rajkot, Vadodara
Work from Office
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
Posted 3 months ago
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. Mus...
Posted 3 months ago
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
Posted 3 months ago
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 he...
Posted 3 months ago
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...
Posted 3 months ago
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...
Posted 3 months ago
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
Posted 3 months ago
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% ...
Posted 3 months ago
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 ...
Posted 3 months ago
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.
Posted 3 months ago
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
Posted 3 months ago
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
Posted 3 months ago
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...
Posted 3 months ago
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 ...
Posted 3 months ago
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 ...
Posted 3 months ago
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
Posted 3 months ago
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"...
Posted 3 months ago
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,
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Kottayam, Thrissur, Idukki
Work from Office
Responsibilities: Manage fixed deposits portfolio Generate leads through effective communication Develop business strategies with team Handle NBFC sales & insurance products Meet revenue targets
Posted 3 months ago
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