Get alerts for new jobs matching your selected skills, preferred locations, and experience range. Manage Job Alerts
2.0 - 7.0 years
5 - 12 Lacs
Nagpur, Pune
Work from Office
Job Responsibilities: Role summary The role holder is responsible for deepening existing client relationships or acquiring those that are new to bank. The incumbent must act as a one point of contact for managed clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer. Key Responsibilities Relationship Management: Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Self-management responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk control compliance Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Posted 1 month ago
4.0 - 9.0 years
4 - 8 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities Relationship Manager Yes Premia Core Responsibilities : Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc Warm Regards, Ishika Mittal V-Konnect Associates Spazedge, Sec-47,Gurugram Email: ishika.mittal@v-konnect.com Phone: 9306459303 www.v-konnect.com
Posted 1 month ago
5.0 - 10.0 years
6 - 9 Lacs
Jamnagar, Porbandar, Rajkot
Work from Office
Role & responsibilities The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Preferred candidate profile Role Proficiencies: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills
Posted 1 month ago
3.0 - 8.0 years
3 - 4 Lacs
Vijayawada, Kurnool
Work from Office
Dear Applicant We are hiring Wealth Relationship Manager for Demat Account Dept Hyderabad Job Description: Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Qualification: Graduation Mandatory Age : 35 Remuneration: Fixed CTC + Lucrative incentives if you would like to explore the opportunity kindly share your resume to revathy.1@sbicapsec.com or whats app on 9025429493
Posted 1 month ago
3.0 - 8.0 years
3 - 4 Lacs
Hyderabad
Work from Office
Dear Applicant We are hiring Wealth Relationship Manager for Demat Account Dept Hyderabad Job Description: Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Qualification: Graduation Mandatory Age : 35 Remuneration: Fixed CTC + Lucrative incentives if you would like to explore the opportunity kindly share your resume to rohini.h@sbicapsec.com or whats app on 9666028640
Posted 1 month ago
5.0 - 9.0 years
6 - 12 Lacs
Chennai, Bengaluru
Work from Office
Developing & Managing team. Make strategic planning to grow Branch Business Advising clients on profitable Investment opportunities for Equity, Commodity and Financial products Identifying, acquiring, developing & maintaining customer relationships Required Candidate profile GR/PG With 4-5 Years Exp in Stock Broking/Team Handling/Wealth Manager Developing and Managing team. Motivating the team to achieve business target info.aspiringmantra@gmail.com What's up 9318431991
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Chennai, Bengaluru
Work from Office
Manage client relationships through regular client visits & meetings Recommend appropriate financial products to meet client needs and achieve business target Identify and acquire new clients, especially HNI & Wealth segment customers Call 9318431991 Required Candidate profile Graduate/PG with Minimum 3-4 years of experience in Wealth Product Sales In-depth knowledge of investment products, manage & acquire HNI client Strong relationship management & client servicing skills
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Gurugram, Jaipur
Work from Office
Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients
Posted 1 month ago
4.0 - 8.0 years
5 - 12 Lacs
Chennai, Trichy
Work from Office
Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients
Posted 1 month ago
3.0 - 6.0 years
3 - 6 Lacs
Mumbai
Work from Office
Job Name & (Business Unit) : Personal Banker Retail Branch Banking Job Location - Sector 6, Charkop-Branch Job Purpose - Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities - Maintain Daily Sales Report .CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line . Utilizing the sales resources (BDR/COEX) for optimal sales support ,Penetration of FD to unique customers .Using Data-mine for cross-selling Sales of various Credit Cards ,Activation , Pitch for enhancement of limits . Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers o MF/Insurance/RBI Bonds o Ensure that requisite certifications are done (NISM V-A) . Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. Calling of customers who have not transacted and know the reasons. o Escalate to BM / Product on any change in market situation / threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit . Manage the benchmark no. of customers in the portfolio • Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio . Banking Product & Process Knowledge • NRI Product and Regulatory Knowledge Ensure certification of documentation required for opening and maintaining customer accounts • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process
Posted 1 month ago
8.0 - 13.0 years
10 - 18 Lacs
Chennai
Work from Office
Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 15 to 18 LPA Interested one can send their updated resume at Mail or WhatsApp Mail - uttam@avaniconsulting.com What's app and call - 9949101406 Email: uttam@avaniconsulting.com
Posted 1 month ago
2.0 - 7.0 years
6 - 15 Lacs
Bengaluru
Work from Office
Location: Bangalore Position: PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients PMS Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets. 14. Mandatory certification required: NISM XA & XB.
Posted 1 month ago
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 Interested candidates, pls share your CV on: ascentcapital.in@gmail.com or connect at : 8851299787 Perks and Benefits Salary plus incentives/Bonus, as per applicability
Posted 1 month ago
3.0 - 8.0 years
2 - 5 Lacs
Siliguri
Work from Office
Dealer/Equity Salesperson Siliguri | Qual: Graduate + NISM VA/8 | Exp: 3+ yrs Responsibilities: Develop equity clients & APs Manage HNI portfolios & cross-sell products Meet targets Drive income generation Travel across West Bengal Two wheeler
Posted 1 month ago
2.0 - 7.0 years
5 - 12 Lacs
Bengaluru
Work from Office
Job Summary: We are looking for a dynamic and customer-focused Relationship Manager under the Young Professionals program to manage retail banking customers, generate business through cross-selling of banking products, and ensure excellent customer service at the branch level. Key Responsibilities: Build and maintain relationships with walk-in and existing customers at the branch. Promote and sell banking products like savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party products. Conduct outbound calling and field visits to acquire new customers and deepen relationships. Identify customer needs and provide suitable financial solutions. Ensure compliance with KYC norms and all internal policies. Achieve assigned sales and revenue targets within timelines. Handle basic customer service requests and coordinate with backend teams for resolutions. Required Skills: Good communication and interpersonal skills Sales-oriented and target-driven Basic understanding of banking products and services Strong customer handling skills Willingness to work in field sales when required Energetic individuals passionate about building a career in banking. Warm Regards, Dimpy Gaba V-Konnect Associates 529, Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: dimpy.gaba@v-konnect.com Phone: 7701983913
Posted 1 month ago
6.0 - 11.0 years
9 - 15 Lacs
Mumbai Suburban, Mumbai (All Areas)
Work from Office
Candidate with excellent Communications Skills & wealth management Skills, experience in Cross Sales All Banking Product LI GI, PMS, AIF, MF N HNI Client Handing. Trade Forex N Term Loans experience added advantage. Positing across western line
Posted 1 month ago
3.0 - 5.0 years
5 - 7 Lacs
Bengaluru
Work from Office
Role & responsibilities: Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold Client service standards. • Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage
Posted 1 month ago
5.0 - 10.0 years
12 - 18 Lacs
Chennai
Work from Office
Responsibilities: * Manage high net worth clients' portfolios * Provide investment advice * Acquire new HNIs * Oversee wealth management services * Meet revenue targets through successful client relationships
Posted 1 month ago
2.0 - 7.0 years
5 - 11 Lacs
Jodhpur
Work from Office
Job description : - The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. • Acquisition of New to Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. • Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. • Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients • Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. • Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products • Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client • Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the Productivity. • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
Posted 1 month ago
7.0 - 12.0 years
8 - 12 Lacs
Bengaluru
Work from Office
Job title: AREA SALES MANAGER- EC Location: Bangalore Role Details The Area Sales Manager shall be responsible for leading the Business Sales Executives / Business Sales Managers. He / She is required to drive the high value Current Account new acquisition initiatives and ensure robust growth in deposit portfolio in lines with assigned targets. Job Description Supervise team of EC-Business Development Executives / Manager (EC- BDE/EC-BDM) on daily performance to achieve its goal & targets within a designated geographical area. Developing & implementing sales strategies setting targets & ensuring the team meets sales goal. Work with the Branch Managers, RMs & other Support functions to plan and carry out activities to pursue monthly & annual objectives through customer onboarding, campaigns & customer retention initiatives through the EC-BDE/ EC-BDM team Provide inputs & insights to customers & team to ensure products & digital channels are designed and pitched in the right manner & commensurate with the customer segment Role involves recruiting, training & motivating sales staff as well as monitoring their performance. Maintain & publish a daily sales report to the Branch Manager / RSM / RH where applicable. To drive Cross selling of Banking Products to new & acquired customers. EDUCATION Essential requirement: Graduate, MBA will be given preference Any specific requirements Sales experience in Retail Branch Banking (SME liabilities). Experience of Trade products & Lending is preferable Desired Behavioral / Functional Traits Effective communication & interpersonal skills Possess a flair & strategic leadership skill in Sales & Business Development with excellent presentation skills Positive attitude with an ability to work under stringent deadlines Note: Interested candidates please share resume to hemalatha.reddy@indusind.com Regards, Hemalatha R 9739250056
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
Chennai
Work from Office
Job Location: Across Chennai- Job Roles: 1. Personal Banker Sales 2. Personal Banker Classic Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Preferred candidate profile Candidate with minimum at least 3 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 05th July 25. Hdfc Bank Ltd, Ground Floor, Chozha Rajendra, No. 154, Jawarlal Nehru Road, Chennai-600106
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
Chennai
Work from Office
Job Location: .Selaiyur, Madambakkam, Siruseri, Kovailambakkam,Chennai Job Roles: 1. Personal Banker Sales 2. Personal Banker Classic Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Preferred candidate profile Candidate with minimum at least 3 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 05th July 25 - 10AM to 1PM HDFC Bank Ltd, 1St Floor, Kamalammal Complex, 187, Velachery Main Road, Selaiyur, Chennai -600073
Posted 1 month ago
3.0 - 8.0 years
5 - 6 Lacs
Mumbai
Work from Office
1. Client Acquisition & Onboarding Acquire new HNI/Retail clients by calling the prospects who attended investor meets, references from existing clients. Understand client risk profile, investment goals, and income patterns to offer appropriate product baskets. Complete client onboarding process including KYC, FATCA, CKYC, and risk profiling documentation. 2. Relationship Management Act as a single point of contact for client portfolio queries, trade executions, and service needs. Conduct periodic portfolio reviews and suggest necessary changes based on market dynamics and life events. Increase engagement by recommending new products and solutions based on changing risk appetite and goals. 3. Investment Advisory (Non-Discretionary) Advise clients on direct equities, mutual funds (SIPs, lump sum), ETFs, bonds, fixed income products, PMS, AIFs, and insurance as per suitability. Explain rationale behind each product recommendation using market data, fund fact sheets, and research notes. Monitor portfolios using risk-return frameworks and rebalance when necessary. 4. Revenue & Business Development Meet revenue targets across brokerage, distribution, and fee-based income. Track client lifecycle stages and maximize wallet share through goal-based planning. 5. Market Research & Knowledge Update Stay updated with macro trends, equity research, regulatory changes (SEBI/AMFI/IRDAI). Read research reports, market updates, and product notes to be prepared for client discussions. Share weekly/monthly insights and newsletters with clients to maintain top-of-mind recall. 6. Compliance & Documentation Ensure all transactions and advisory activities are compliant with SEBI and internal policies. Maintain call reports, transaction records, and advisory rationales for audit trails. Promptly resolve client grievances within TAT and escalate when needed.
Posted 1 month ago
5.0 - 10.0 years
5 - 10 Lacs
Kochi, Chennai, Bengaluru
Work from Office
Greetings from "APEX SERVICES" Designation- Branch Manager Role- Branch Handling CTC- upto-12 LPA+ incentive + other benefit GENERAL ROLE: Branch Head is responsible for all activities done in the branch under him. His/ Her Role includes Managing business & personal activities of the branch. Motivating the staffs for achieving Targets is his/her key activity. Branch head reports directly to the Regional Manager. ESSENTIAL DUTIES AND RESPONSIBILITIES: Marketing & Business Development activities Customer Acquisition & Retention. Targeting HNI and Corporate clients for the branch. Competitors Analysis. Daily morning meetings and discussions with staff. Review of Performance based on various parameters i.e. Monthly review - Revenue per employee, branch profitability, etc. and Weekly review-volumes, brokerage, client registrations, etc. (Equity, Commodity, & Distribution). Organizing weekly Investor meets to increase client base. HR Activities for Branch Monthly training programs for staffs (Product related/ Communication Skills/Day-to-day Operations/Risk Management & Compliance) for improving caliber. Organizing staff happiness activities like quiz, games, etc for motivating branch staff. Communicating to employees about the important matters concerning the Company and its Policies. Maintaining discipline in the Branch and ensuring compliance. Attend to employee grievances and maintain team spirit and camaraderie in the Branch. Branch Operations Monitoring branch activities like pay in/payouts/customer grievance, etc. on daily basis. Risk Management of trade errors, debtors, etc. Reporting of branch activities to Regional Manager from time to time. General Strive towards achieving individual goals and thereby the branch and organizational goals. To ensure Cross Sell of ABC Products. Excellent team handling skills with ability to manage teams effectively towards achieving sales targets. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. You can also call on 8112416630.
Posted 1 month ago
3.0 - 8.0 years
4 - 9 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Role & responsibilities Job Title: Relationship Manager Young Professionals (RMYP) Industry: Banking Department: Retail Banking / Liabilities Location: Delhi NCR Experience: 02 Years Job Summary: We are looking for a dynamic and customer-focused Relationship Manager under the Young Professionals program to manage retail banking customers, generate business through cross-selling of banking products, and ensure excellent customer service at the branch level. Key Responsibilities: Build and maintain relationships with walk-in and existing customers at the branch. Promote and sell banking products like savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party products. Conduct outbound calling and field visits to acquire new customers and deepen relationships. Identify customer needs and provide suitable financial solutions. Ensure compliance with KYC norms and all internal policies. Achieve assigned sales and revenue targets within timelines. Handle basic customer service requests and coordinate with backend teams for resolutions. Required Skills: Good communication and interpersonal skills Sales-oriented and target-driven Basic understanding of banking products and services Strong customer handling skills Willingness to work in field sales when required Warm Regards, Ishika Mittal V-Konnect Associates Spazedge, Sec-47,Gurugram Email: ishika.mittal@v-konnect.com Phone: 9306459303 www.v-konnect.com
Posted 1 month ago
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Accenture
39817 Jobs | Dublin
Wipro
19388 Jobs | Bengaluru
Accenture in India
15458 Jobs | Dublin 2
EY
14907 Jobs | London
Uplers
11185 Jobs | Ahmedabad
Amazon
10459 Jobs | Seattle,WA
IBM
9256 Jobs | Armonk
Oracle
9226 Jobs | Redwood City
Accenture services Pvt Ltd
7971 Jobs |
Capgemini
7704 Jobs | Paris,France