1402 Irda Jobs - Page 5

Key Responsibilities: Client Acquisition Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group s product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Fice. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship records for a...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible for providing Financialsolutions to meet the requirements of the existing Mappedcustomers and ensure value added customer service as well asacquiring New to Bank CASA Customers. Responsiblefor handling the portfolio of existing Mapped CASA customers andgenerating revenue / book growth Responsiblefor increasing Liabilities book size of relationships viabalances in accounts of existing mapped CASA customers or throughTerm Deposits, Cross selling of MF / Insurance, Loan products,acquiring family accounts and retaining the relationship Toacquire pre-fixed New to Bank CASA customers through Open Marketreferrals / Referrals from ex...

GRADE - AM-I DEPARTMENT - Branch Banking REPORTS TO - BranchSales Manager - Branch Banking ROLE PURPOSE & OBJECTIVE The incumbent 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 SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI e...

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 migration events around...

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 migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales Networking Skills Good Communication Listening Sk...

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 migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales Networking Skills Good Communication Listening Sk...

Job Role: Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working...

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...

Department CEC (SKY Branch) Location Thane and Hyderabad Number of Positions Reporting Relationships Position Grade M1 to M5 Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly a...

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 migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales Networking Skills Good Communication Listening Sk...

Job Role: Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working...

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...

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...

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 ...

Key Responsibilities: Client Acquisition & Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group s product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales & Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Finance. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship record...

To lead the assigned area by effective planning management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the area lead in terms of market share and brand equity in a cost effective manner. Job Context Major Challenges Job Context: To lead the assigned area by effective planning management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the area lead in terms of market share and brand equity in a cost effective manner. Job Challenges: Performing despite unethical market practices prevailing in the market Retention of the Quality Sales Force owing to stiff competition Ensur...

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 customer ...

Key Responsibilities: Client Acquisition Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group s product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Fice. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship records for a...

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...

Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Track customer complaints/queries and ensure a high level of customer sat...

Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Track customer complaints/queries and ensure a high level of customer sat...

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...

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 migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales Networking Skills Good Communication Litening Ski...

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 9082104424 Sanika 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

Manager - Legal and Compliance - 5+ Years - Gurgaon We are looking for a dynamic and detail-oriented professional for the position of Manager Compliance . The role calls for a minimum of 5 years of experience in Anti-Money Laundering (AML), regulatory compliance, and business advisory, with a strong understanding of FIU and IRDAI regulations. If you thrive in a dynamic, fast-paced, and collaborative environment that values integrity and inclusion, this opportunity is perfect for you. Location - Gurgaon, India Your Future Employer - Be part of a top life insurance firm driving innovation in financial security and building lasting customer trust. Responsibilities: Ensure compliance with all ap...