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8.0 - 12.0 years
8 - 9 Lacs
jalalpore
Work from Office
Responsible for driving targets for Retail Fee products viz Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt Schemes (APY, PMJJBY, PMSBY), Lockers etc Drive targeted product mix and persistency for insurance products to enhance profitability Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes Explore various avenues of increasing volumes through NTB / Referral for RFR business Acquisition of new customers for RTFx business (New to Forex) and sourcing of o...
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
navsari, jalalpore, surat
Work from Office
Customer Care Executive (CCE) - Gold Loan Division Roles & responsibilities Handle walk-in customers and assist them with gold loan products. Explain loan terms, interest rates, and repayment procedures to customers. Perform KYC verification and ensure proper documentation. Maintain strong follow-up with customers for loan renewals and repayments. Manage customer queries, complaints, and service requests efficiently. Support branch operations including vault management (as needed). Coordinate with the sales team for lead conversion and customer engagement. Actively cross-sell health insurance and business loan products to eligible customers. Achieve assigned sales targets for third-party pro...
Posted 2 months ago
1.0 - 6.0 years
3 - 8 Lacs
jalalpore
Work from Office
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 wi...
Posted 3 months ago
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