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5.0 - 10.0 years

5 - 10 Lacs

Bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - KV Jairam Road Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Adherence of sales process & Operational Checklist. Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ). Concern Person: Abhai Srivastava - HR Date: 24th Jul'25 (Thursday) Time 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

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5.0 - 10.0 years

5 - 15 Lacs

Bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar & BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition and Value Build Up Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model ) Ensure overall value enhancement from the portfolio of customers handled. Portfolio Management Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance Understanding the customer business and prepare customer profile Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries. Proactively monitoring balances and controlling attrition. Product and Market Penetration Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration Support catchment profiling for the branch for CA potential with the help of branch / sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation. Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch Increase SB , FD , RD , digital etc penetration to current accounts Customer Engagement Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process Product Customisation Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization). Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired. Customise current accounts to suit the requirement of the client and offer proper payment / collection solutions Operations Ensure forms are filled properly and processes within TAT Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Basic knowledge of banking products / services Good relationship management and presentation skills Effective communication and influencing skills Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services. Experience Required Minimum experience in years 2 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations HLIC Insurance CAM MF Fund houses personnel HSL personnel Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ). Concern Person: Abhai Srivastava - HR Date: 24th Jul'25 (Thursday) Time 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

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1.0 - 2.0 years

2 - 3 Lacs

Madanapalle, Guntur, Ramachandrapuram

Work from Office

Recruit & lead a sales team Drive business growth through referrals& local networking Ensure consistent field activity& achievement of sales targets Inspire & motivate the team to boost performance Strong leadership skills & in-depth market knowledge Required Candidate profile Min. 1 years of experience in field sales & marketing Graduation mandatory Local candidate preferred Strong communication & team handling skills Who are willing to take new challenges

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5.0 - 10.0 years

5 - 13 Lacs

Chennai, Bengaluru

Work from Office

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

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1.0 - 6.0 years

3 - 6 Lacs

Nalgonda, Chittoor

Work from Office

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Uttam -9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

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3.0 - 8.0 years

0 - 0 Lacs

bangalore, noida, chennai

Remote

A finance manager is responsible for the overall financial health and stability of an organization. This includes tasks like financial planning, analysis, reporting, and risk management. They also advise senior management on financial strategies to maximize profitability and ensure compliance with regulations. Here's a more detailed breakdown: Core Responsibilities: Financial Planning and Analysis: Developing and managing budgets, forecasting future financial performance, and analyzing financial data to identify trends and opportunities. Reporting and Compliance: Preparing financial reports, statements, and forecasts for senior management and stakeholders. Ensuring compliance with financial regulations and reporting standards. Investment Management: Evaluating investment opportunities, managing cash flow, and advising on financing strategies. Risk Management: Identifying and mitigating financial risks, developing risk management strategies, and ensuring the organization's financial stability. Supervision and Leadership: Managing and mentoring a team of finance professionals, overseeing their work, and fostering a collaborative environment. Strategic Advice: Providing financial insights and recommendations to senior management to support strategic decision-making.

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0.0 - 5.0 years

2 - 4 Lacs

Navi Mumbai

Work from Office

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM certificate is required Salary : 2 LPA to 5 LPA Immediate joiners. HR Apporva : 9713546791 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory with NISM certificate is recquired

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1.0 - 2.0 years

3 - 4 Lacs

Gurugram

Work from Office

About this role Technology & Operations BlackRock is one of the world s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares ETFs. Web Tech Solutions The Web Tech Solutions team is responsible for providing a solid software technology platform serving 150 public-facing websites of our company under the blackrock. com and ishares. com domains. These websites serve around 4 million individual visits per month, providing comprehensive data about our investment funds on ~160 000 so-called product pages, enable roughly 1500 updates of web content and 10000 document uploads daily, as well as provide authentication for more than 600 000 registered users globally. Experience Graduate / Postgraduate degree in Computer Engineering or equivalent 1 to 2 years of experience Hands on project working knowledge in Python or Java will be preferred. Knowledge of SQL and NoSQL would be beneficial. Exposure to Azure cloud would be preferred. Good written and verbal communication skills are essential Excellent attention to detail, extremely accurate and well organized Strong analytical and problem-solving skills with the ability to synthesize information, summarize issues and think outside the box Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management Should be a team player who have Abilities and desire to work in a team environment, willingness to ask questions but also to learn independently. Flexible to work in different shift timings across all three regions. Our benefits . Our hybrid work model BlackRock s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. . This mission would not be possible without our smartest investment the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www. linkedin. com/company/blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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1.0 - 3.0 years

3 - 5 Lacs

Mumbai

Work from Office

About Us: Groww Mutual Fund Who We Are: Groww Mutual Fund, previously known as Indiabulls Mutual Fund, offers mutual fund schemes designed to suit the various needs and objectives of its investors. We are anchored by principles of simplicity, transparency, long-term wealth creation, and unwavering focus on our customers. Our fund takes pride in identifying investment avenues that combine promising growth potential with solid fundamentals. With the robust backing of Groww Invest-Tech Private Limited (formerly known as Nextbillion Technology Private Limited), our portfolio brims with a diverse range of schemes, from equity funds and hybrid funds to debt funds. Our Mission: Our foremost mission is to create steady, long-term wealth for our investors. We are relentlessly dedicated to unearthing promising opportunities and meticulously designing innovative schemes that enable our investors to harness these wealth-building potentials. What We Stand For: Simplicity and Transparency: We ensure our communication about the fund s performance, strategy, goals, and challenges is jargon-free. Our commitment is 100% clarity, empowering investors to make informed decisions. Focus on Consistent Wealth Creation: Consistency over intensity. Our precision lies in selecting securities that consistently compound returns, paving the way for investors to realize their financial aspirations. Customer Centricity: From tailored products that align with your financial objectives, to resources that inform your decisions, to the unwavering support that underscores our care you remain the cornerstone of our endeavors. Innovation at the Forefront: We constantly strive to redefine the landscape of wealth management through our innovative schemes, catering to varying risk levels, time horizons, and liquidity scales. Our team is a tapestry of passion, commitment, and innovation. Every member of the Groww Mutual Fund family is instilled with a sense of ownership, a customer-first mindset, unwavering integrity, and a thirst to challenge the established norms. If youre inspired by the idea of redefining conventions and making a lasting impact, you might just be the addition were seeking. Together, lets shape the future of wealth management in India. About the role: In this role, you will provide objective investment research to the fund management team and help them make informed investment decisions. Candidates should have a solid foundation in their respective sectors as well as analytical skills to understand emerging trends and sectors. Effective team members with high ethical integrity are a must, and candidates with the ability to scale up their skill set to become future fund managers are preferred. Responsibilities Create and maintain earnings, valuation, and industrial models for the assigned sector(s) Analyze data to identify emerging opportunities and risks. Identify actionable investment ideas. Help the team to create alpha by providing timely buy/sell recommendations. Maintain proper documentation and constant coverage of industry-related news, trends, and developments. Disseminate your insight to the team on a timely basis. Devise and perform your primary research methods, keeping abreast of trends and sentiment in their sectors and markets. (Should be an executioner, team player, and self-starter) Expertise and Qualification Master s degree in finance, economics/ CA 1-3 years of relevant experience In-depth understanding of sectors covered. In addition, a deep understanding of fundamental analysis, financial modeling, and valuation. CA/FRM/CFA/MBA is a plus

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2.0 - 3.0 years

4 - 5 Lacs

Mumbai

Work from Office

About the role: Reconciliations of holdings, banks and units. Corporate Actions Processing and Accounting. Portfolio and Factsheet Reporting Regulatory Reports and Internal reporting Data Migration and Maintenance across Internal Systems Administration of New Account Openings (Banks, Securities, Broker Empanelment). Expenses Review and Processing Documentation Management including Banks, Brokers, and KYC Updates with Counterparties. Assisting in Audits. Requirements for the role: Good communication skills as he/she is expected to deal with banks/custodian and Investment team Basic Knowledge of Asset Management Industry Should be good at excel. Willing to look at things independently and share his / her views with confidence. Candid and self starter with a zeal to learn and grow. Basic knowledge of Financial Markets Experience: 2-3 years in a similar role

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16.0 - 21.0 years

50 - 80 Lacs

Bengaluru

Work from Office

Our client is a leading global investment and advisory firm known for its deep expertise in private equity, real estate, and alternative asset management. The ideal professional will be responsible for leading crisis response efforts, cyber due diligence, and share Learn More SVP - Cyber Security Advisor - The Edge SVP Cyber Security Advisor Our client is a leading global investment and advisory firm known for its deep expertise in private equity, real estate, and alternative asset management. The ideal professional will be responsible for leading crisis response efforts, cyber due diligence, and share knowledge about portfolio program and its methodology to concerned stakeholders along with advisory responsibilities. Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful. Key responsibilities To brief about cybersecurity best practices to concerned senior stakeholders and technical teams. To Interface with external stakeholders to drive ongoing cybersecurity initiatives across the portfolio and use business intelligence tools to create reporting. To provide expertise on investment opportunities in cybersecurity companies. Role requirements Overall 16+ years of experience with a minimum of 5+ years of experience into cyber security as an advisor preferably in global banking or global asset management firms. Experience of working directly with C-level executives with a broad knowledge of Cyber security from a technical and strategic level. Experience in Incident Response handling cyber-attacks along with hands on data analysis with business intelligence tools. Experience of managing multiple cyber security projects along with owning and driving select program functions with the stakeholders.

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16.0 - 21.0 years

50 - 80 Lacs

Bengaluru

Work from Office

Key responsibilities To design and run a global operational team supporting products and services across the enterprise. To identify, review, and understand common trends and patterns across the Enterprise tech Stack and partner with respective teams. To work closely with the Data team and develop a set of robust reporting mechanisms along with monitoring and improving user experience. Role requirements Overall 16+ years of experience with a minimum of 10+ years in enterprise operational management. Strong experience with ITIL, Incident Management, ServiceNow along with Enterprise tools like Microsoft 365, Citrix, etc. Experience in developing core Service Management processes and scaling operational excellence. Experience of collaborating with internal and external stakeholders along with leading and mentoring the respective teams.

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1.0 - 2.0 years

3 - 4 Lacs

Thane

Work from Office

Join Teleperformance Where Excellence Meets Opportunity! Teleperformance is a leading provider of customer experience management, offering premier omnichannel support to top global companies. Our diverse service locations, including on-site and work-at-home programs, ensure flexibility and broad reach. Why Choose Teleperformance? We emphasize the importance of our employees, fostering enduring relationships within our teams and communities. Our dedication to employee satisfaction distinguishes us. Utilize advanced support technologies and processes engineered to achieve outstanding results. We cultivate lasting client relationships and make positive contributions to our local communities. Become Part of an Exceptional Team! Join Teleperformance, where our world-class workforce and innovative solutions drive success. Experience a workplace that values your development, supports your goals, and celebrates your accomplishments. Job Description IT Infrastructure/Systems Architecture work involves developing the core technical platform, capabilities, and services that support business processes and data including: Mapping the relationships between IT platform/infrastructure components (i.e., Technology End Users, IT Systems Software & Hardware, and Info-Communications Transmission Networks) Identifying the key technology interactions and dependencies across systems/platforms impacting the organization s ability to achieve integration, compatibility, and performance targets Evaluating total cost of ownership and return on investment of various IT platform/infrastructure alternatives Positions on this level are fully proficient in executing established standards. Works independently within set frames and follows set course. Has a knowledge base typically acquired from a professional/university degree and approximately 1-2 years of practical professional experience in a particular area. Develops own knowledge, shares best practice and develops relevant/appropriate solutions. Positions at this level are expected to continuously improve the day-to-day activities/processes. Can be a formal team leader of more junior co-workers and may set day-to-day operational objectives. Be One of Our People: It is our mission to always provide an environment where our employees feel valued, inspired, and supported, so that they can bring their best selves to work every day. We believe that when employees are happy and healthy, they are more productive, creative, and engaged. We are committed to providing a workplace that is conducive to happiness and a healthy work-life balance. We also believe that to be our best selves, we need to be surrounded by people who are positive, supportive, and challenging. We are committed to creating a culture of inclusion and diversity, where everyone feels welcome and valued. Teleperformance is an Equal Opportunity Employer Job Application Accommodation: If you have questions or need an accommodation for any disability during this application, please contact your local Teleperformance location for assistance.

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2.0 - 5.0 years

3 - 3 Lacs

Nagpur, Nashik, Pune

Work from Office

To meet sales targets, appoint, develop, and oversee a sales staff Create and implement sales strategies Increase the size of our client’s network Establish trusting bonds with clients Examine sales information to boost output Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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1.0 - 6.0 years

2 - 5 Lacs

Gandhinagar, Patan, Palanpur

Work from Office

- Converting leads (provided by company) to business. - 100 % lead will be provided. - You have to meet the customer and sales the company product. - A Great Welcoming Personality That Encourages Relationship Building. - Following up with customers. Required Candidate profile 1 Year sales/marketing experience Graduate or above BFSI experience prefer

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1.0 - 6.0 years

1 - 3 Lacs

Ahmedabad, Anand, Vadodara

Work from Office

Sales Team Leader Join our BFSI sales team! Connect with customers, pitch financial offerings, and ensure timely conversions. Minimum 1 year of BFSI sales experience is a must. Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 32 YRS Call OR WhatsApp : 9714602190 HR Dhruvraj Perks and benefits Incentive + PF + Mobile with Several

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1.0 - 6.0 years

2 - 3 Lacs

Bhubaneswar, Kolkata, Balasore

Work from Office

Post : Sales Executive 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 • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 32 YRS Call OR WhatsApp : 9909330760 HR Sunita Perks and benefits Incentives, Performance Bonuses, Career Growth

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1.0 - 6.0 years

1 - 3 Lacs

Jamnagar, Rajkot, Surat

Work from Office

Post : Relationship Manager Hiring experienced BFSI professionals for Direct Channel sales. Must have prior banking/insurance sales experience. Fixed salary + high incentives. No freshers. Apply now to grow with a leading financial brand! Required Candidate profile • Graduation Must • Must have 1+ year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 73830 81652 HR Krisha Perks and benefits Attractive Incentives & Performance Bonuses

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1.0 - 6.0 years

2 - 3 Lacs

Vijayawada, Guntur, Coimbatore

Work from Office

Post : Sales Team Leader • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

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2.0 - 6.0 years

2 - 4 Lacs

Tirupati, Vijayawada, Madanapalle

Work from Office

Develop & implement sales strategies Drive business growth through the team Recruit, train, and manage a high-performing sales team Oversee the sales process from lead generation to closing deals Maintain long-term relationships with key customers Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On roll with HDFC Group Career growth

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1.0 - 6.0 years

2 - 3 Lacs

Visakhapatnam, Hyderabad, Bengaluru

Work from Office

Post : Sales Executive • 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 • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 24 to 38 YRS Call OR WhatsApp : 97244 79846 HR Fenil Perks and benefits Incentives, Performance Bonuses, Career Growth

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2.0 - 6.0 years

2 - 4 Lacs

Karimnagar, Mancherial, Khammam

Work from Office

Develop & implement sales strategy Drive business growth through the team Recruit, train & manage a high-performing sales team Oversee the sales process from lead generation to closing deals Maintain long-term relationships with key customers Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On roll with HDFC Group Career growth

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2.0 - 6.0 years

1 - 3 Lacs

Vasco Da Gama, Sangli, Margao

Work from Office

Lead and manage the activities of sales team Identify business opportunities & Build strong client relationships Implement sales strategies by analyzing market trends Monitor sales targets & team performance Meet & exceed revenue targets Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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2.0 - 6.0 years

3 - 6 Lacs

Kalburagi, Raichur, Kolar

Work from Office

Recruit & manage a high-performing sales team Onboard team of DSAs & channel partners for business Meet sales targets and expand customer outreach Build strong relationship with customer to their need Find and develop new markets for improving sales Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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2.0 - 6.0 years

0 Lacs

coimbatore, tamil nadu

On-site

As a customer service representative in the financial industry, your primary responsibility will be to handle inbound and outbound calls from customers, addressing inquiries related to insurance, investment, and other financial products. You will be expected to provide accurate and detailed information on product features, pricing, eligibility criteria, and application procedures. Your role will involve assisting customers in resolving issues and complaints promptly and professionally, while also educating them on available services, promotions, and opportunities for cross-selling and upselling. To excel in this position, you must maintain a thorough understanding of financial products, services, and industry regulations. Following company scripts and guidelines for call handling will be essential, along with documenting all customer interactions accurately in the CRM system. Collaboration with various departments within the organization, such as sales, operations, and compliance, will be necessary to ensure seamless delivery of customer service. Meeting or exceeding performance targets, including call handling time, conversion rates, and customer satisfaction scores, will be a key focus. Continuous skill development and knowledge enhancement through training programs and self-learning initiatives are encouraged to stay updated in this dynamic field. In terms of qualifications, a Bachelor's degree in finance, business, or a related field is preferred. Prior experience in a call center or customer service role within the financial industry is advantageous. Proficiency in English communication, strong interpersonal skills, and the ability to build rapport with customers are essential. Sound knowledge of financial products, services, and regulatory requirements, along with proficiency in CRM software and other call center tools, will be beneficial. The role requires multitasking, effective time management, problem-solving capabilities, and attention to detail in a fast-paced environment. Flexibility to work varied hours, including weekends and holidays, may be necessary. Additionally, possessing certification or training in financial services or customer relationship management (CRM) would be a plus.,

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