1402 Irda Jobs - Page 10

Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for ...

Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for ...

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

To assist the Team Supervisor / Team Lead on assigned audit work of KMBL Businesses & Processes. This will entail working on the audit to deliver the Audit Planning Memo, Controls Document, agree issues & action plans with management and submission of draft report to the Team Supervisor. Demonstrate sound knowledge of both business/technical areas and expert knowledge in the audit process, including the IA systems, to ensure that audit work is carried out with a high standard that meets all methodologies. Demonstrate sound knowledge of regulations governing the bank (RBI, IRDA, SEBI, FEMA, FIMMDA, FEDAI, FATCA, NDS-OM, etc.) Conducts reviews to understand end-to-end process, evaluate and hig...

Controls Assurance Internal Audit: Assistant Manager Your potential, unleashed India s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realize your potential amongst cutting edge leaders, and organizations shaping the future of the region, and indeed, the world beyond At Deloitte, your whole self to work, every day Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters The team Controls Assurance is about much more than just the numbers It s about attesting to accomplishments and challenges and helping to assure strong foundatio...

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Pr...

What are we looking for? We are seeking a dynamic and results-driven professional to join us as an Associate Circle Head (ACH) in our Agency Channel. In this role, you will be responsible for leading a team of Field Sales Executives, driving sales performance, and ensuring sustainable business growth within your designated circle. Key Responsibilities: Build and lead a team of 8 -10 frontline sales professionals to drive business growth. Design, implement, and execute effective sales plans and strategies to expand the agent distribution network. Foster desired sales behaviors within the team using digital sales management tools. Manage and achieve the revenue objectives of the assigned branc...

Partner Engagement & Recruitment: 1) Identify and onboard existing NJ Wealth Mutual Fund partners as POSP or BQP to initiate and expand insurance-related business activities. 2) Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure partner enrollment. Strategic Planning: 1) Collaborate with Senior Managers to devise and implement strategies for the development of insurance products within the branch .2) Drive and monitor progress on recruitment and insurance sales targets. Relationship Management: 1) Build and nurture positive working relationships with partners to promote long-term business growth. 2) Provide support to the POSP / CIA to achieve their goals. P...

Role Summary In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving ove...

Role Summary In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving ove...

JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround tim...

Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products. Key Responsibilities : The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Requirements Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migrati...

Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products. Key Responsibilities : The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Requirements Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migrati...

Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products. Key Responsibilities : The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Requirements Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migrati...

Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products. Key Responsibilities : The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Requirements Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migrati...

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access ...

Candidates are requested to share their resumes to kritika.chauhan@taggd.in Job Description: 1. Formulate and execute a compliance program including mechanisms to track regulatory risks and policy compliance to provide pro-active Regulatory and Statutory Compliance support to the business 2. Lead the regulatory examinations/inspections/audits by regulatory bodies 3. Identify emerging Compliance trends, including related regulatory and policy issues that may impact the business 4. Sustain the Compliance Operating Model/program for the business by ensuring timely reporting of metrics to internal committees 5.Monitor functional compliance of all functions within the business & timely closure of...

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accoun...

Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for ...

Job Role: Lead a team of relationship officers / Relationship Managers Ensuring the sales of CASA, TPP and other asset products through Relationship Officers/RM s Driving customer coverage and Ensuring customer engagement & Retention Drive productivity through team assigned Job Requirements: Postgraduate preferably MBA Thorough understanding of banking Blend of Sales and Service AMFI & IRDA certified High energy and drive Customer First attitude Ability to handle a team Persuasive with excellent interpersonal skills

JOB ROLE : Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Tracks customer complaints/queries and turnaround times for custo...

Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Job Description Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or re...

JOB ROLE : Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times fo...

JOB ROLE : Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Tracks customer complaints/queries and turnaround times for custo...

JOB ROLE: Lead a team of relationship officers Ensuring the sales of CASA, TPP and other asset products through Relationship Officers Driving customer coverage and Ensuring customer engagement & Retention Drive productivity through team assigned JOB REQUIREMENT : Postgraduate preferably MBA Thorough understanding of banking AMFI & IRDA certified High energy and drive Customer First attitude Ability to handle a team Persuasive with excellent interpersonal skills