1488 Investment Products Jobs - Page 8

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-

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-

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-

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with client’s investment objectives 5. Joint calls with branch team

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 Desired Candidate Profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 24 to 35 years Interested candidates kindly share your cv to mohanraj.bhushnam@sbicapsec.com

CFP & Relationship Manager / Investor Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager / Investor Advisor Experience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base. Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g. mutual funds, ULIP’s, PMS, REITs) Expertise in financial planning tools and software Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

As a part of our team, you will be responsible for presenting our diverse product offering to Ultra High Net Worth Individuals (UHNWI) and Family offices. This will involve showcasing a wide range of investment products and accompanying Relationship Managers (RMs) during client meetings to ensure a comprehensive understanding of the available options. You will collaborate closely with the Region head to boost sales performance across a meticulously curated selection of investment products. Your role will also entail establishing an efficient feedback loop between the branch's sales team and the central product team to continuously refine and improve our product lineup. In addition, you will be actively engaging with RMs and clients to address any queries related to both new and existing products, ensuring a high level of customer satisfaction and clarity. Furthermore, you will be responsible for organizing and leading product road shows at the branch level, aiming to effectively communicate the value and features of our offerings to potential clients.,

As a Standard Chartered Relationship Manager in SME Banking, your main responsibility will be to manage and develop relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. You will be expected to provide exceptional customer service by offering financial solutions while effectively managing operational risk and regulatory requirements. You will need to achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Medium Enterprise customers within acceptable risk parameters. Additionally, contributing towards achieving the team's overall target and delivering optimal portfolio return will be crucial. Building effective partnerships with other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, colleagues in Client Due Diligence, and partners in Risk, Compliance, other support functions, and Product will also be part of your key responsibilities. To be successful in this role, you should have a minimum of 5 years of relevant experience in serving Business, Commercial, and Corporate clients. Experience in servicing cross-border international businesses is preferred. A proven track record in client relationship management and business development is essential. You should demonstrate a strong understanding of accounting principles, financial modeling, and financial statement analysis. Assessing client creditworthiness, providing key risk considerations and mitigations, and possessing sound product knowledge on trade, cash, lending, and FX are important skills for this role. Furthermore, you should have a strong understanding of local industries, supply and value chains, and the market environment. Knowledge of operational procedures, documentation requirements, banking practices, and regulations related to SME Banking, as well as understanding business guidelines and compliance issues, is necessary. Sound knowledge of financial markets and investment products is also beneficial. Excellent communication and presentation skills are required, along with the ability to identify opportunities and provide innovative approaches to meet client needs. Maintaining a high standard of personal conduct and living the organization's valued behaviors will be expected. Standard Chartered is an international bank that aims to make a positive difference for its clients, communities, and employees. The bank values diversity, challenges the status quo, and embraces new opportunities for growth and improvement. If you are looking for a purposeful career with a bank that makes a difference, Standard Chartered welcomes your unique talents and is committed to celebrating inclusivity and diversity. In terms of benefits, Standard Chartered offers core bank funding for retirement savings, medical and life insurance, with additional flexible and voluntary benefits available in certain locations. There are various time-off options, including annual leave, parental/maternity leave (20 weeks), sabbatical (up to 12 months), and volunteering leave (3 days), along with minimum global standards for annual and public holidays totaling at least 30 days. Flexible working arrangements, proactive wellbeing support, continuous learning opportunities, and an inclusive, values-driven organizational culture are some of the key offerings at Standard Chartered.,

You will be a part of the Transaction Banking Group as a Relationship Officer in Customer Engagement (ROCE) based in Hyderabad. You will report to the Regional Customer Engagement Manager (RCEM) and your position grade will be M2. Your main responsibilities will include engaging with customers through meetings, video calls, and tele-calls, as well as managing relationships with the assigned C category book of the branch. This book will consist of 2-3 branches with approximately 1000 to 1500 customers. You will also be responsible for cross-selling asset and liability products such as HL, LAP, CL, PL, GL, WC, CV, CA, SA, TD, as well as third party and investment products like LI, GI, Trinity & MF to the mapped book. Deepening relationships with customers through CA, SA, and TD is essential. Furthermore, you will need to meet and convert leads from VRM and CEC, collaborate with teams handling LI, GI, KSEC, IC, and Asset for timely business conversion, ensure customer loyalty and category upgrades, acquire new customers, cross-sell business and activate services for existing customers. You will also be required to explain all the bank facilities through online or offline demonstrations, enroll customers in useful services, handle customer service requests including account opening, Trinity account opening, liability product sales, features explanation, and cheque book insurance. Your performance will be measured based on the speed and efficiency of service provided, achieving sales targets for both banks and investment products, acquiring customers from family households and referrals, and maintaining high Net Promoter Scores (NPS). To be eligible for this role, you must be a graduate/post-graduate in any stream with a minimum of 1 year of experience in banking/finance. Additionally, you should possess high energy levels, confidence, and a proactive attitude to excel in this position.,

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Jaipur, Chandigarh (Hybrid) Experience : 5 to 12 years Industry : Financial Services / Wealth Tech Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-term client relationships through trust and empathy Preferred candidate profile Key Skills : Investment Advisory HNI Relationship Management Portfolio Customization Financial Planning WealthTech Tools / Platforms Market Research & Risk Management Preferred Candidate : Graduate/Postgraduate in Finance/Economics/Business 5+ years in Wealth Management or Private Banking Excellent communication & interpersonal skills High EQ with client-first attitude Note : Only candidates with prior HNI experience will be considered.

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.

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.