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1.0 - 5.0 years
1 - 5 Lacs
Anand, Vadodara
Work from Office
Job description Role & responsibilities To work for providing first class service experience to existing customers and take references for acquiring new quality customers. To cross sell deposit and fee products to such customers and penetrate better market share To constantly endeavor to improve existing customer relationships and involve in Sales to deepen the same. To keep updating knowledge and exposure to various banking products both internal as well as competitor. To continuously improve product knowledge and awareness of market trends and competitor products. To overcome problems using guidelines and escalate with expediency, when necessary. *Other duties may be assigned from time to ...
Posted 2 months ago
1.0 - 3.0 years
3 - 4 Lacs
Mohali
Work from Office
Join VVC’s growth trajectory as a Sales Executive/Relationship Manager, driving new investor outreach, educating clients on container-leasing opportunities, and cultivating long term relationships to meet monthly and quarterly sales goals.
Posted 2 months ago
0.0 - 5.0 years
1 - 3 Lacs
Ambikapur, Cuttack, Korba
Work from Office
We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.
Posted 2 months ago
0.0 years
0 Lacs
Mumbai
Work from Office
The Upstox Story: Upstox is one of Indias leading Fin-Tech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade & investment platform and commission-free pricing. We offer numerous asset categories to invest in, like Stocks, IPOs, Mutual Funds, and more. Upstox, co-founded by Ravi Kumar, Kavitha Subramanian, and Shrini Viswanath, is Indias leading wealth-tech platform, empowering 1.3+ crore customers to achieve their financial goals. Backed by Ratan Tata, our mission is to enable every Indian to invest right, t...
Posted 2 months ago
2.0 - 6.0 years
4 - 8 Lacs
Gurugram
Work from Office
Handle day to day banking activities. Bank reconciliation on monthly basis Daily/Weekly/Monthly records of Fixed Deposits Handle day to day general accounting. Preparing & Recording of Journals of Amortizations, Payroll, other. Prepare recurring journals and also analyse accruals Reconciliation of AR, bad debt, accounts receivable clearing account Liaise and assist other finance staff within AP /AR/Payroll when reconciling Sub- ledgers Preparation of the AP / PO accruals To ensure proper recording of Fixed Assets and its reconciliation Assist in the preparation of monthly/quarterly Flux analysis and Management reports. Ensure all cash/fixed asset/other balance sheet reconciliations are up to...
Posted 2 months ago
1.0 - 6.0 years
4 - 7 Lacs
Vijayawada
Work from Office
Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Requir...
Posted 2 months ago
5.0 - 7.0 years
5 - 9 Lacs
Mumbai
Work from Office
" Job Title: Product Manager Digital Onboarding & Accounts Location: Mumbai, India Department: Digital Banking Products Reporting To: Head Digital Banking (Retail) About the Client: PSS has been mandated to hire a Product Manager Digital Onboarding & Accounts for one of the leading private sector banks providing banking services and products to meet personal and business needs. Role Overview: We are seeking a hands-on and customer-centric Product Manager to lead the development and optimization of our Digital Onboarding and Account Opening experiences in a leading Indian Bank . You will be responsible for delivering seamless, compliant, and high-conversion onboarding journeys for savings acc...
Posted 2 months ago
2.0 - 7.0 years
3 - 8 Lacs
Visakhapatnam
Work from Office
Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Dwarka Nagar, Srikakulam, Kakinada,Rajahmundry, Visakhapatnam - MVP Colony, Vizianagaram, Amalapuram, Bhimavaram, Eluru, Gajuwaka , Ramachandrapuram, Narasannapeta, Tekkali , Devarapalle, Peddapuram, Rajam, Nidadavole Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Assistant branch Head 4. Branch Sales Executive 5. Senior sales Executive 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 sale...
Posted 2 months ago
6.0 - 8.0 years
4 - 9 Lacs
Noida, Chandigarh
Work from Office
Engage with the clients regularly and conduct their portfolio reviews. Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections. Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, PMS other wealth services. Handhold client...
Posted 2 months ago
2.0 - 6.0 years
3 - 12 Lacs
Vadodara, Gujarat, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 2 months ago
2.0 - 6.0 years
3 - 12 Lacs
Coimbatore, Tamil Nadu, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 2 months ago
2.0 - 6.0 years
3 - 12 Lacs
Lucknow, Uttar Pradesh, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 2 months ago
2.0 - 6.0 years
3 - 12 Lacs
Ahmedabad, Gujarat, India
On-site
Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary mark...
Posted 2 months ago
1.0 - 6.0 years
1 - 4 Lacs
Udaipur, Pali, Jaipur
Work from Office
Identify and acquire new CASA customers through field visits, cold calls, referrals, and promotional activities. Develop and maintain strong relationships with new and existing clients to drive cross-selling and up-selling opportunities. Conduct need-based analysis to understand customer requirements and recommend suitable banking products. Ensure timely follow-up on leads and maintain a healthy sales pipeline. Achieve monthly and quarterly CASA acquisition targets. Ensure compliance with bank policies, KYC norms, and regulatory requirements. Coordinate with internal teams (e.g., operations, credit) to ensure smooth customer onboarding and account activation. Participate in promotional event...
Posted 2 months ago
1.0 - 5.0 years
2 - 3 Lacs
Pune, North Goa, Mumbai (All Areas)
Work from Office
Post : Relationship Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing 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 : 90819 37721 HR Riya Perks and benefits Incentive + PF + Mobile with Several
Posted 2 months ago
1.0 - 3.0 years
2 - 3 Lacs
Nashik
Work from Office
Job description Preferred candidate profile Minimum 1+ Years experience Mandatory required in CASA sales. Acquire new customers for liabilities from open market. (current account- saving account). Assist the customers for conversion of existing borrowing customers for liabilities. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Location - Nashik ( Cidco) Interested Candidates Can Share your updated resumes on - shoa.fatima@ujjivan.com or shashank.gaikwad@ujjivan.com
Posted 2 months ago
1.0 - 6.0 years
3 - 8 Lacs
Kolkata
Work from Office
Candidates are welcome from Banking, pharmaceuticals, FMCG, fintech, financial services, and other sales-driven industries. Openings: - Sales role:- 1) Current Account Specialist/Savings Account Specialist. 2) Relationship Manager Acquisition. 3) Relationship Officer-Acquisition. 4) Branch Manager Branch Banking(Kolkata). 5) Relationship Officer Business Accounts 6) Branch Relationship Manager Branch Banking(Team Handling role). 7) Relationship Leader Business Accounts-Min 6 Years of experience into Sales(Team Handling role). 8) Money Officer(Teller)- Min 1 year experience as a Teller Age Group: 18 Years to 37 Years Maximum.
Posted 2 months ago
2.0 - 7.0 years
3 - 8 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 Head 2. Branch Sales Manager 3. Customer Relationship Officer 4. Current Account Manager 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Job Title - Branch Head (Minimum 8 years of Experience / Age up to 40 years). Work with management in establishing growth, sales, employee productivity and profit objectives for the branch. Make certain that all office operations are performed in accordance with established Banking policies and procedures, either directly or through appropriate super...
Posted 2 months ago
3.0 - 8.0 years
3 - 6 Lacs
Jaipur
Work from Office
Designation: Relationship Manager Royale Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relat...
Posted 2 months ago
1.0 - 4.0 years
2 - 4 Lacs
Jaipur
Work from Office
Designation: Bank Officer Branch Banking Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins. 2. Drive cross-selling of banking products and services to existing and new customers. 3. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. 4. Achieve monthly and quarterly sales targets as defined in the performance scorecard. 5. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Addi...
Posted 2 months ago
2.0 - 7.0 years
2 - 7 Lacs
Kota, Udaipur, Sikar
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. Required Candidate profile Candidate Exp. Banking Product Sales - Current a/c and Saving a/c and cross sales Knowledge of Banking Product , Send Update Resume Jobs@xwelljobs.com Contact us 9950255911
Posted 2 months ago
1.0 - 5.0 years
1 - 5 Lacs
Sidhpur, Mehsana, Bhuj
Work from Office
Job description Role & responsibilities To work for providing first class service experience to existing customers and take references for acquiring new quality customers. To cross sell deposit and fee products to such customers and penetrate better market share To constantly endeavor to improve existing customer relationships and involve in Sales to deepen the same. To keep updating knowledge and exposure to various banking products both internal as well as competitor. To continuously improve product knowledge and awareness of market trends and competitor products. To overcome problems using guidelines and escalate with expediency, when necessary. *Other duties may be assigned from time to ...
Posted 2 months ago
1.0 - 3.0 years
1 - 3 Lacs
Araria, Forbesganj, Raniganj,Bihar
Work from Office
Walk In Drive Details Interview Date - 8th July 2025 Interview Location - Ujjivan Small Finance Bank-Purnia, Chitrabani Road, Kalibari Chowk, Purnia, Purnia - 854301 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Araria, Raniganj, Forbesganj, Gulabbagh (Bihar) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain t...
Posted 2 months ago
1.0 - 6.0 years
1 - 2 Lacs
Vapi, Ahmedabad, Vadodara
Work from Office
Identify and develop new sales opportunities. Promote and sell company products to potential customers. Build and maintain strong customer relationships. Achieve monthly and yearly sales targets. Prepare and present regular sales reports. Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 39 Years • Good Communications Skills • Fresher's Can't Apply
Posted 2 months ago
1.0 - 5.0 years
1 - 4 Lacs
Karimnagar, Jajpur, Nowrangpur
Work from Office
Identify, develop new sales opportunities Promote , sell company products to potential customers Build and maintain strong customer relationships Plan and execute marketing activities to increase brand awareness Achieve monthly , yearly sales targets
Posted 2 months ago
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