1488 Investment Products Jobs - Page 23

Cluster Manager, PFA (B2B) - Equity Broking & Investment Products QuickTurtle is seeking an experienced and dynamic Cluster Manager, PFA (B2B) - Equity Broking & Investment Products . In this leadership role, you'll be instrumental in managing, training, and motivating a team focused on partner alliances, driving the acquisition of new partners, and ensuring they effectively onboard their clients across our comprehensive suite of financial products. Key Responsibilities Lead and manage a team of Key Account Managers (KAMs), Equity Relationship Managers (RMs), and Partner Alliances, providing strategic direction and support. Train, motivate, and optimize productivity from your team, fostering a high-performance culture. Drive the acquisition of new Franchisees, Independent Financial Advisors (IFAs), and Remisiers , expanding our B2B network. Build strong rapport with these Partners (APs & DGs) and provide hands-on support to help them onboard their clients across our diverse product offerings. Conduct comprehensive training for Partners on all our products, including Direct Equity and a wide range of Investment Products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Insurance, Bonds, and Fixed Deposits, collaborating closely with our product and training teams. Ensure best-in-class services are provided to all partners, fostering strong, long-term relationships. Support distributors through joint calls , assisting them in client interactions and deal closures. Organize and facilitate seminars/webinars for the partners within your assigned cluster, enhancing their product knowledge and market understanding. What We're Looking For Proven experience in a leadership role within equity broking or investment products, with a focus on B2B partner channels. Strong track record in team management, training, and driving productivity. Expertise in acquiring and nurturing relationships with Franchisees, IFAs, and Remisiers. Deep knowledge of Direct Equity and a wide array of Investment Products (MF, PMS, AIF, Insurance, Bonds, FDs). Exceptional communication, presentation, and interpersonal skills.

Cluster Manager, PFA (B2B) - Equity Broking & Investment Products QuickTurtle is seeking an experienced and dynamic Cluster Manager, PFA (B2B) - Equity Broking & Investment Products . In this leadership role, you'll be instrumental in managing, training, and motivating a team focused on partner alliances, driving the acquisition of new partners, and ensuring they effectively onboard their clients across our comprehensive suite of financial products. Key Responsibilities Lead and manage a team of Key Account Managers (KAMs), Equity Relationship Managers (RMs), and Partner Alliances, providing strategic direction and support. Train, motivate, and optimize productivity from your team, fostering a high-performance culture. Drive the acquisition of new Franchisees, Independent Financial Advisors (IFAs), and Remisiers , expanding our B2B network. Build strong rapport with these Partners (APs & DGs) and provide hands-on support to help them onboard their clients across our diverse product offerings. Conduct comprehensive training for Partners on all our products, including Direct Equity and a wide range of Investment Products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Insurance, Bonds, and Fixed Deposits, collaborating closely with our product and training teams. Ensure best-in-class services are provided to all partners, fostering strong, long-term relationships. Support distributors through joint calls , assisting them in client interactions and deal closures. Organize and facilitate seminars/webinars for the partners within your assigned cluster, enhancing their product knowledge and market understanding. What We're Looking For Proven experience in a leadership role within equity broking or investment products, with a focus on B2B partner channels. Strong track record in team management, training, and driving productivity. Expertise in acquiring and nurturing relationships with Franchisees, IFAs, and Remisiers. Deep knowledge of Direct Equity and a wide array of Investment Products (MF, PMS, AIF, Insurance, Bonds, FDs). Exceptional communication, presentation, and interpersonal skills.

Cluster Manager, PFA (B2B) - Equity Broking & Investment Products QuickTurtle is seeking an experienced and dynamic Cluster Manager, PFA (B2B) - Equity Broking & Investment Products . In this leadership role, you'll be instrumental in managing, training, and motivating a team focused on partner alliances, driving the acquisition of new partners, and ensuring they effectively onboard their clients across our comprehensive suite of financial products. Key Responsibilities Lead and manage a team of Key Account Managers (KAMs), Equity Relationship Managers (RMs), and Partner Alliances, providing strategic direction and support. Train, motivate, and optimize productivity from your team, fostering a high-performance culture. Drive the acquisition of new Franchisees, Independent Financial Advisors (IFAs), and Remisiers , expanding our B2B network. Build strong rapport with these Partners (APs & DGs) and provide hands-on support to help them onboard their clients across our diverse product offerings. Conduct comprehensive training for Partners on all our products, including Direct Equity and a wide range of Investment Products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Insurance, Bonds, and Fixed Deposits, collaborating closely with our product and training teams. Ensure best-in-class services are provided to all partners, fostering strong, long-term relationships. Support distributors through joint calls , assisting them in client interactions and deal closures. Organize and facilitate seminars/webinars for the partners within your assigned cluster, enhancing their product knowledge and market understanding. What We're Looking For Proven experience in a leadership role within equity broking or investment products, with a focus on B2B partner channels. Strong track record in team management, training, and driving productivity. Expertise in acquiring and nurturing relationships with Franchisees, IFAs, and Remisiers. Deep knowledge of Direct Equity and a wide array of Investment Products (MF, PMS, AIF, Insurance, Bonds, FDs). Exceptional communication, presentation, and interpersonal skills.

Branch Manager, Broking QuickTurtle is looking for a dynamic and experienced Branch Manager to lead our Broking operations. If you have comprehensive knowledge across broking products, sales, operations, and team leadership, with a strong focus on achieving business targets and fostering growth, we invite you to take charge of one of our key branches. Key Responsibilities Oversee all facets of branch operations , demonstrating strong knowledge in distribution, operations, customer service, human resources, administration, and sales. Utilize your expertise in Broking Products, Insurance, and Investment products like Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternative Investment Funds) to drive comprehensive business growth. Develop robust forecasts, financial objectives, and strategic business plans for the branch. Consistently meet and exceed business goals and metrics . Manage the branch budget effectively and allocate funds appropriately to maximize profitability and efficiency. Provide branch personnel with continuous training, coaching, development, and motivation , fostering a high-performing and engaged team. Adhere to the highest ethical standards and ensure full compliance with all relevant regulations and applicable laws. Network strategically to enhance the presence and reputation of both the branch and QuickTurtle within the market. What We're Looking For Proven experience in managing a broking branch or a similar leadership role. Comprehensive knowledge of broking products, insurance, and investment products (MF, PMS, AIF). Strong understanding of modern management techniques and organizational skills. A results-driven and customer-focused approach. Excellent leadership, team development, and motivation skills. A commitment to high ethical standards and regulatory compliance.

Cluster Manager/Team Leader - HNI Sales, Stock/Equity Broking QuickTurtle is looking for an accomplished Cluster Manager/Team Leader to spearhead our HNI Sales team in Stock/Equity Broking. In this key leadership role, you'll be responsible for acquiring high-net-worth relationships, managing a dynamic team of Relationship Managers, and driving significant AUM growth by delivering expert financial advice. Key Responsibilities Acquire High Net Worth (HNI) relationships and effectively manage a team of 8-10 Relationship Managers . Establish strong ties with HNI and Ultra HNI clients by designing and implementing tailored financial plans, ensuring they receive and execute on optimal investment advice. Lead and coordinate with your team in the acquisition of new HNI/UHNI clients (Affluent & Super Affluent segments). Maintain robust client relationships and actively generate Assets Under Management (AUM) from preferred clients. Support your team in advising Affluent clients on their investments, managing their overall financial portfolios, and deepening the wallet share from existing clients. Assist the team in tracking the Affluent & Super Affluent client segment in the market for continuous new client acquisition. Research, investigate, and update your team on available investment opportunities and financial market trends to determine their suitability for client portfolios. Coordinate closely with the product and research team (Centralized CFP Team) to make informed investment decisions for clients. Conduct and assist in organizing seminars, workshops, and other business development activities to expand our client base and enhance brand presence. What We're Looking For Proven experience in acquiring and managing HNI/UHNI client relationships. Demonstrated ability to lead, mentor, and motivate a team of Relationship Managers. Deep understanding of financial planning, investment products (stocks, equity broking), and market trends. Strong analytical skills to identify investment opportunities and assess client portfolios. Exceptional communication and interpersonal skills to build trust and advise high-net-worth individuals.

Roles & Responsibilities: Sell financial products by meeting them. Meet sales targets with accuracy. Understand customer needs and close sales. Explain products clearly to prospects. Respond to internal communication on time. What Were Looking For: Confident, sales-driven individuals. Strong communication, listening & negotiation skills. Quick learner, team player. Proficient in Hindi, English, and Marathi. Maximum age: 30 years Should have sales Experience is a Plus Graduate not Required What We Offer: Day shift, 6-day work week, 1 weekly off. Unlimited incentives. Great work culture & career growth. Group Medical Coverage & Gratuity (as per law) . Note: Immediate joiners only please do not apply if you cannot join within a week. Interested candidates can reach out using the contact or can share thr Resume. Name: Meenakshi Contact: 9289904576

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in Public sector banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the PSU banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role 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. Key Responsibilities 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 Banks 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 Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies 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 handle pressure and meet deadlines Good networking and relationship building skills

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile - PMS sales /AIF sales Interested one can send their updated resume at- Priya@avaniconsulting.comWhat's app and call - 9572355460

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-2 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products and services. Collaborate with internal teams to ensure seamless delivery of banking products and services to customers. Stay up-to-date with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Strong understanding of micro mortgages and related financial products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze complex financial data. Proficiency in using technology-based tools to enhance customer engagement. Ability to adapt to changing market conditions and regulatory requirements. Location-Chennai,Tiruvannamalai,Tirupathur,Vellore

We are looking for a skilled Relationship Manager with 2 to 6 years of experience to join our team at Equitas Small Finance Bank in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and promptly resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Minimum 2 years of experience in relationship management, preferably in the BFSI industry. Strong knowledge of mutual funds and other investment products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is an added advantage.

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay up-to-date with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Strong knowledge of micro mortgages and related financial products is essential. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze complex financial data. Experience working in the BFSI industry, preferably in micro mortgages, is preferred. Ability to adapt to changing market conditions and regulatory requirements. Familiarity with ref number 1406876 is an added advantage. Location - Chennai,Tiruvannamalai,Tirupathur,Vellore

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Strong knowledge of micro mortgages and related products is essential. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze complex financial data. Experience working in the BFSI industry, preferably in micro mortgages, is preferred. Ability to work collaboratively as part of a team to achieve common goals.

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products and services. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Stay updated with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Strong knowledge of micro mortgages and related products is essential. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze complex financial data. Experience working in the BFSI industry, preferably in micro mortgages, is preferred. Ability to adapt to changing market conditions and regulatory requirements.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement effective sales plans to meet or exceed monthly targets. Provide exceptional customer service and support to resolve client queries and concerns. Job Requirements Strong knowledge of retail mortgages and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Proficiency in Microsoft Office and other relevant software applications.

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to offer personalized advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in micro mortgages. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze client financial data. Experience working with small finance banks or similar institutions is an added advantage.

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with knowledge of micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products and services. Collaborate with internal teams to ensure seamless delivery of banking products and services to customers. Stay updated with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Strong understanding of micro mortgages and other financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Proficiency in using technology and software applications. Ability to build strong relationships with clients and colleagues.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.