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4.0 - 6.0 years
0 Lacs
jodhpur, rajasthan, india
On-site
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 ...
Posted 1 month ago
4.0 - 6.0 years
0 Lacs
hyderabad, telangana, india
On-site
. 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 assign...
Posted 1 month ago
1.0 - 3.0 years
1 - 2 Lacs
surendranagar, bhuj, gandhidham
Work from Office
Build and maintain strong customer relationships. Cross-sell banking products. Achieve sales and revenue targets assigned by the bank. Provide excellent service to ensure customer satisfaction. Develop new client acquisition. Required Candidate profile Graduate (mandatory). 1–3 years of experience in Banking / BFSI / Insurance / Sales. Strong communication and relationship management skills. 9904750213 -Nisha
Posted 1 month ago
1.0 - 4.0 years
1 - 4 Lacs
mangaluru, chennai, bengaluru
Work from Office
Sell the life insurance products to the customers Handle 2 to 3 branches of the Bank Lead will be provided by the company Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 1 years experience in Life Insurance sales / BSFI Sales Age Limit :22- 35 Perks and benefits Incentives
Posted 1 month ago
3.0 - 8.0 years
30 - 35 Lacs
hyderabad
Work from Office
Knowledge of all RBI (preferred) related guidelines for banks or SEBI or IRDA requirements. Experience in ISO 27001, security implementation and support Experience in working with IT/ IS regulatory compliance and able to put together a structured process for monitoring continuous regulatory compliance Ability to manage / interact and work with senior members at client (SVP level of Bank) and other internal Bank stakeholders across departments Able to manage and assist during internal / external audits by collating evidence from teams / review of evidence Able to provide / draft recommendations and assist in remediation of identified audit / assessment observations Able to generate / review r...
Posted 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
thuraiyur
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0...
Posted 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
mumbai
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0...
Posted 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
ahmedabad
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0...
Posted 1 month ago
2.0 - 5.0 years
2 - 6 Lacs
gurugram, delhi / ncr
Work from Office
Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM
Posted 1 month ago
4.0 - 8.0 years
0 Lacs
maharashtra
On-site
As a Regulatory Compliance professional, you will be responsible for handling Regulatory Compliance related to third-party products (insurance, mutual fund etc.) distribution business of the Bank. Your role will involve ensuring compliance with various regulations from SEBI, IRDA, AMFI, and other regulatory bodies. Key Responsibilities: - Strategically manage Regulatory Compliance for the Bank, covering regulations from SEBI, IRDA, AMFI, etc. - Handle Compliance with regulations related to Mutual Fund & Insurance Distribution Business of the Bank. - Circulate action points from regulatory circulars/notifications/communications and follow up proactively with stakeholders for timely implementa...
Posted 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
madurai
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0...
Posted 1 month ago
4.0 - 6.0 years
0 Lacs
chennai, tamil nadu, india
On-site
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 product s - Maintains complete relationship record for...
Posted 1 month ago
4.0 - 6.0 years
0 Lacs
kolkata, west bengal, india
On-site
. 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 assign...
Posted 1 month ago
4.0 - 6.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Develops new and expands existing High Net worth salaried Customer relationships for liabilities by sourcing category A priority corporate salary 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 and new 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 r...
Posted 1 month ago
7.0 - 9.0 years
0 Lacs
delhi, india
On-site
Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...
Posted 1 month ago
7.0 - 9.0 years
0 Lacs
delhi, india
On-site
Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...
Posted 1 month ago
4.0 - 6.0 years
0 Lacs
kalyan, maharashtra, india
On-site
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 product s - Maintains complete relationship record for...
Posted 1 month ago
1.0 - 3.0 years
1 - 4 Lacs
hapur, bulandshahr, raebareli
Work from Office
ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...
Posted 1 month ago
1.0 - 6.0 years
4 - 8 Lacs
ernakulam, puducherry, dharapuram
Work from Office
ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE...
Posted 1 month ago
1.0 - 3.0 years
1 - 4 Lacs
narnaul, jhajjar, gurugram
Work from Office
ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...
Posted 1 month ago
1.0 - 3.0 years
4 - 8 Lacs
hosur, rajanagaram, bengaluru
Work from Office
ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...
Posted 1 month ago
5.0 - 7.0 years
15 - 20 Lacs
mumbai, pune
Work from Office
About The Role 10281 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management" Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment, Nurturing talent,Hand Holding Reviewing teams performance for optimisation of revenues Co Owning clients of the team Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various...
Posted 1 month ago
0.0 - 5.0 years
1 - 4 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
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
Posted 1 month ago
10.0 - 15.0 years
30 - 35 Lacs
mumbai
Work from Office
This position is responsible for the retention, growth and account management of Property & Casualty accounts allocated to him/her S/he is required as a Team Leader to nurture, manage and make inroads into the domestic clients (existing & new) This includes strategic initiatives to generate additional revenue through cross-sell and up-sell in existing clients Proactively develop pipeline of new client relationships Deliver on organizational revenue goals through focused and measurable outcomes Manage a team of relationship managers/account executives, while taking complete ownership of the portfolio of clients Qualifications Must be a team player with strong leadership skills, excellent comm...
Posted 1 month ago
15.0 - 20.0 years
30 - 35 Lacs
gurugram
Work from Office
At SBI Card, the motto Make Life Simple inspires every initiative, ensuring that customer convenience is at the forefront of all that we'do. We are committed to building an environment where people can thrive and create a better future for everyone. SBI Card is proud to be an equal opportunity & inclusive employer and welcome employees without any discrimination on the grounds of race, colour, gender, religion, creed, disability, sexual orientation, gender identity, marital status, caste etc SBI Card is committed to fostering an inclusive and diverse workplace where all employees are treated equally with dignity and respect which makes it a promising place to work. Join us to shape the futur...
Posted 1 month ago
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