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1.0 - 3.0 years
0 Lacs
thane, maharashtra, india
Remote
Job Role 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-sa...
Posted 2 months ago
6.0 - 8.0 years
0 Lacs
hyderabad, telangana, india
On-site
At ABB, we help industries outrun - leaner and cleaner. Here, progress is an expectation - for you, your team, and the world. As a global market leader, we'll give you what you need to make it happen. It won't always be easy, growing takes grit. But at ABB, you'll never run alone. Run what runs the world. This Position reports to: R&D Team Lead Your role and responsibilities: In this role, you will have the opportunity to contribute to ABB's success with technology, software, product, and system development. Each day, you will identify and implement innovative solutions to relevant problems. You will also showcase your expertise by providing ideas and by being able to work both independently...
Posted 2 months ago
1.0 - 2.0 years
3 - 4 Lacs
bhuj
Work from Office
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 overall Gross Wr...
Posted 2 months ago
1.0 - 2.0 years
3 - 4 Lacs
jodhpur
Work from Office
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 overall Gross Wr...
Posted 2 months 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 2 months 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 2 months ago
2.0 - 3.0 years
4 - 5 Lacs
dibrugarh
Work from Office
Job Description Position Manager Training No. Of Position TBC Department Training Function Training Reporting to Regional Head Training Band 4a / 4b KEY RESPONSIBILITIES Conduct training modules for Agent Advisors and ADMs Conducting induction and on-boarding training programs Training on selling skills Training on all MLI Insurance products and processes Training on all MLI Digital tools and Assets All other training programs as outlined in the Agent and ADM learning journey Conducting GID s and IID s Conducting PRP and FOD as and when required Conducting training in blended delivery format Delivering training in accordance with the learning journey design and blended delivery format classr...
Posted 2 months ago
3.0 - 6.0 years
5 - 8 Lacs
rohtak
Work from Office
Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene Cheque Bounce & Receivables Retention Recruitment Activation Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities To achieve the overall budget assigned for the...
Posted 2 months ago
1.0 - 4.0 years
6 - 9 Lacs
mumbai, pune, chennai
Work from Office
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address 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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...
Posted 2 months ago
2.0 - 5.0 years
2 - 5 Lacs
kolkata, west bengal, india
On-site
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address 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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...
Posted 2 months ago
2.0 - 6.0 years
2 - 6 Lacs
delhi, india
On-site
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address 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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...
Posted 2 months ago
2.0 - 8.0 years
2 - 7 Lacs
kanpur, uttar pradesh, india
On-site
Core domain expertise have Sound knowledge of Wealth 1. Assist in raising funds from HNI / UHNI clients with Technical Fundamental research for equities and advising the same to clients mapped to the wealth managers. 2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger. 3. Regular regional visit for HNI client meetings, seminar/events. 4. Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters. 5. Provide investment support, education and guidance to clients, prospects and Relationship Managers. 6. Provide updates on investment opportunities to clients and Relation...
Posted 2 months ago
0.0 years
5 - 8 Lacs
chennai
Work from Office
Role & responsibilities 1. Support preparation of MCB ,Board, Business plan and other business presentations 2. Prepare inter firm comparison, industry analysis and internal analysis and alter according to business needs including inter firm comparison for SAHI 3. Provide meaningful insights / updates to management on industry level and company level trends 4. Contribute in key projects of Chola MS 5. Business Dashboard every month 6. IRDA Report preparation -Monthly, Quarterly, Half yearly and Annual
Posted 2 months ago
2.0 - 7.0 years
5 - 9 Lacs
thane
Work from Office
Job Role 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 Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relations...
Posted 2 months ago
4.0 - 8.0 years
7 - 9 Lacs
bengaluru, thiruvananthapuram
Work from Office
Job Description: The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products. Introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Co...
Posted 2 months ago
3.0 - 7.0 years
4 - 8 Lacs
jalgaon, pune, satara
Work from Office
Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...
Posted 2 months ago
3.0 - 7.0 years
3 - 6 Lacs
bhavnagar, ahmedabad, vadodara
Work from Office
Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...
Posted 2 months ago
3.0 - 7.0 years
3 - 6 Lacs
bhavnagar, anand, vadodara
Work from Office
Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...
Posted 2 months ago
3.0 - 7.0 years
3 - 6 Lacs
mehsana, ahmedabad
Work from Office
Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...
Posted 2 months ago
3.0 - 7.0 years
3 - 6 Lacs
vapi, ankleshwar, surat
Work from Office
Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...
Posted 2 months ago
3.0 - 8.0 years
3 - 8 Lacs
guwahati, bhubaneswar, bokaro
Work from Office
Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...
Posted 2 months ago
4.0 - 8.0 years
8 - 10 Lacs
bengaluru
Work from Office
Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...
Posted 2 months ago
2.0 - 3.0 years
7 - 8 Lacs
hubli, mangaluru, mysuru
Work from Office
Conducting induction and on-boarding training programs Training on selling skills Training on all MLI Insurance products and processes Training on all MLI Digital tools and Assets All other training programs as outlined in the Agent and ADM learning journey Conducting GID s and IID s Conducting PRP and FOD as and when required Conducting training in blended delivery format Delivering training in accordance with the learning journey design and blended delivery format classroom training and/or virtual trainings Developing facilitation skills and virtual delivery skills to ensure seamless training delivery across all sessions Administrative Manager-trainer to drive adoption of the digital learn...
Posted 2 months ago
2.0 - 10.0 years
30 - 35 Lacs
kota, jaipur, bikaner
Work from Office
Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contra...
Posted 2 months ago
6.0 - 11.0 years
7 - 11 Lacs
hyderabad
Work from Office
This Position reports to: R&D Team Lead Your role and responsibilities: In this role, you will have the opportunity to contribute to ABBs success with technology, software, product, and system development. Each day, you will identify and implement innovative solutions to relevant problems. You will also showcase your expertise by providing ideas and by being able to work both independently and as a part of a Research & Development (R&D) team. The work model for the role is: LI-Onsite This role is contributing to the Electrification Business Smart Power Division in Hyderabad. You will be mainly accountable for: Highly motivated self -driven engineers to work in electronics firmware developmen...
Posted 2 months ago
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