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1.0 - 4.0 years

1 - 3 Lacs

Pune, Mumbai (All Areas)

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JOB POST : RELATIONSHIP MANAGER - Report at the branch daily. - 100 % Lead based work. - Individual sales role. - Build relationship with colleagues. - Schedule meetings with customer. - Explain and sell your product. - Close leads into sales Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

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1.0 - 5.0 years

3 - 5 Lacs

Hyderabad

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Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 05-06-2025 Timing :10 am to 3 pm Positions: 1. Relationship Manager 2. Personal Banker 3. Premium Acquisition Manager 4. Business Development Officer 5. Relationship Officer-Current Account 6. Key Account Manager Equitas Small Finance Bank Ltd Interview Venue: 1st floor, situated at plot no.72, Road No.70, Journalist Colony - A, Jubilee Hills, Hyderabad - 500033

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1.0 - 5.0 years

3 - 5 Lacs

Hyderabad

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Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date: 10-06-2025 Timing :10 am to 3 pm Positions: 1. Relationship Manager 2. Personal Banker 3. Premium Acquisition Manager 4. Business Development Officer 5. Relationship Officer-Current Account 6. Key Account Manager Equitas Small Finance Bank Ltd Interview Venue: 3-11-471, SHIVAGANGACOLONY, MANSOORABAD, L B NAGAR, HYDERABAD - 500074

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1.0 - 6.0 years

2 - 3 Lacs

Hyderabad, Chennai, Bengaluru

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Post : Sales Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on 97244 79846 HR Fenil Perks and benefits Incentive + PF + Mobile with Several

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2.0 - 5.0 years

3 - 5 Lacs

Hyderabad

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Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 2 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date: 06-06-2025 Timing :10 am to 3 pm Positions: Premium Acquisition Manager Equitas Small Finance Bank Ltd Interview Venue: 1st floor, situated at plot no.72, Road No.70, Journalist Colony - A, Jubilee Hills, Hyderabad - 500033 Preferred candidate profile

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1.0 - 5.0 years

2 - 3 Lacs

Chennai, Nellore, Vizianagaram

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Post : Branch Sales Manager • To Manage the Banca sales through assigned Bank • To Resolving customer queries • To Close The leads Provided By the assigned Bank • To Handle the walk-in customer • To Do Cross Selling of the Products Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentive + PF + Mobile with Several

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2.0 - 5.0 years

3 - 5 Lacs

Hyderabad

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Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 2 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 04-06-2025 Timing :10 am to 3 pm Positions: Premium Acquisition Manager Equitas Small Finance Bank Ltd Interview Venue: MIG 288 ROAD NO 4 PHASE I & II KPHB COLONY KUKATPALLY PIN CODE: 500072

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1.0 - 6.0 years

2 - 5 Lacs

Kochi, Hyderabad, Chennai

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Engage with walk-in customers and company-assigned leads Conduct client meetings and visits to close deals Maintain strong follow-up with leads and existing customers Provide post-sales support Upsell and cross-sell other financial products Required Candidate profile Experience: Minimum 1 year in any Sales Education: Graduate in any stream Age: 21 to 37 years Skills: Strong communication, sales aptitude, and client relationship skills

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4.0 - 9.0 years

6 - 10 Lacs

Heggadadevankote, Mysuru, Bengaluru

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Role & responsibilities • Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. • Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. • Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager. Provide high quality service to existing & new customers who walk-in to the Branch through Branch Operations Manager and team of Customer Service Officers. • Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home Loan, etc. sourced through the entire Branch team and network of Customer Service Points. • Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies. • Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action. • Manage productivity and overall morale of branch team members. • Liaising with CPCL, marketing team and other verticals for timely account opening, service enhancements and sales initiatives.

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0.0 - 5.0 years

2 - 3 Lacs

Lucknow, Faridabad, Gurugram

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Designation: Home Loan Officer (Sales) at HDFC Sales. Job location:- Gurugram, Faridabad & Lucknow. Department : Home Loan ( Sales) Qualification:- Any Graduation / Post-graduation. Experience: 0 to 1 Years CTC: - 2 lpa to 3.25 lpa + Huge Incentive ( Upto 50000 ) Roles & Responsibilities:- Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. Completion of File: Responsible for submission of complete application form, documentations and information. Desired candidate profile: Must be a graduate from any stream Should have minimum 6 months of experience in sales Candidates with prior experience in BFSI will have an added advantage Open to travel Must have good communication skills For further Details, contact- aykacommunication28@gmail.com Note: Candidates should be flexible with field work.

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4.0 - 5.0 years

14 - 18 Lacs

Mumbai, Gurugram

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Role & responsibilities : Functional Competencies: Experience in heading a branch with responsibility, overseeing daily operation in the branch and ensuring service quality standards are maintained. Knowledge of Branch Banking compliance and processes. Job Responsibilities : Financial Responsibilities: Devise action plan for the Branch and ensure that Liability business (Book size of CASA, yield, fee-based income and Business quality) targets for the Branch is met. Effectively manages the sales and service environment of the branch. Actively identifies and establishes the business relationship with retail customers. Strategize sales direction for cross selling and sales planning for the area of function. Monitor and improve sales productivity. Responsible for organizing various sales campaign / promotions in the area of function. Achieving Business targets on book size, yield, fee-based income and customer quality for the functional area. Leading the team of the branch to achieve the profit targets. Support an environment that promotes providing a level of care that makes customers feel welcomed, significant and engaged. Non Financial Responsibilities: Coordinate with BOSM and Team Leaders for developing Business. Customer centric approach and deepening the customer relationships. Supervise the day to day functions of the branch including vault, drawer and ATM balancing. Overseeing teller and customer service duties, assisting with customers transactions. Provide guidance and support for new product launches. Ensure Business Turn Around Time (TAT) superior to competition inline with the standards laid down for the Bank. Monitoring and controlling cost of acquisition of local Sales Channel/ FOS, Branch expenditures, Manage Branch Administration. Ensure ethical practices in acquisition and servicing. Monitor performance of branch on a weekly basis viz. in terms of business targets achieved. Responsible for efficient operations, customer service and marketing for all retail banking products. Develop alternative channels for CASA business sourcing. Proactively seeks solutions that benefit the customer and the bank. People Management: Manpower planning for branch staff and performance appraisal. Improve efficiency and productivity of Staff, Turn-Around-Time, etc. of the Branch. Ensure full team is committed and customer focused in their approach. Achieve high employee satisfaction and retention of good performers and manage attrition through motivation and job satisfaction. Identify and carry out all actions/ activities related to business growth. Train the Branch staff at periodic intervals in new products, features and competition. Assist in devising and implementing a customer acquisition and retention programme. Compliance & Risk Responsibilities : Adhere to regulatory compliance and bank's policies and procedures, bank's code of conduct and ensure to comply all. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way. Address critical issues and potential conflicts in a candid and timely manner.

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1.0 - 6.0 years

1 - 5 Lacs

Tiruchirapalli, Coimbatore

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Good day !! Hiring for Business development executive role Location Coimbatore (Saibaba colony,Narasimmanaickenpalayam),Trichy Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers Required Candidate profile Applicable for both Male/Female candidates Two wheeler must. Minimum 1 yr experience in sales in Banking or Insurance Age limit 30yrs. No Employment gap. No:272 B, VKS Complex, NSR Road, Saibaba Colony, Coimbatore-641025 Contact person Keertheeswarn K - HR Interested candidates pls share your updated resume along with the below details to keertheeswaran.k@janabank.com Role Applied for : Current Location : Current/Previous Organisation name : Current CTC : Currently working : Y/ N Overall experience : Having Banking Experience : Y/N Having liability Experience : Y/N Qualification : DOB & Age : Interested in sales : Y/N Currently working : Y/N Regards, HR Team

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3.0 - 8.0 years

2 - 5 Lacs

Mysuru

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Role & responsibilities Responsible for managing & supervise multiple bank branches in a Area. Ensuring branches meet their sales target, comply with banking regulations and deliver excellent customer service Supervise & support branches in daily operations Monitor the performance of the branches & ensure they meet business targets ( Deposits, New Customer acquisition, Govt. Schemes etc.) Guide & train branch staff to improve productivity & customer service Implement sales strategies and marketing campaigns to increase the business Ensure branches follow all legal & regulatory guidelines Resolve customer complaints & the staff issues at the branch level Timely reporting to the senior team Regularly review reports, audit finding & branch performance data Build strong relationship with high value customers & local authorities Preferred candidate profile Experience in team handling role Relevant experience in Savings account/FD/RD/Government schemes/New customer Acquisition.

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4.0 - 9.0 years

7 - 17 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

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Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

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10.0 - 20.0 years

15 - 27 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

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In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

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2.0 - 4.0 years

3 - 7 Lacs

Chitrakoot, Prayagraj, Varanasi

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Greetings from HDFC Bank! HDFC Bank is hiring for the job role Customer Care Executive(CCE), Personal Banker, PB-TA for Prayagraj & Chitrakoot Location in Retail Branch Banking Vertical. Interested and suitable candidates can appear in the scheduled drive for interview. Number of Vacancies- 20 Job Specification & Skills Required Generate business and cross-selling & up-selling of banking products. Managing & Increasing portfolio of existing mapped customers. Relationship Management with our valued preferred customers. Branch Ops and Audit Compliance Graduates ( Any Stream ) from accredited Universities Good communication skills, Influencing & interpersonal skills Good knowledge of banking products & process Proactive & focused approached Work Experience 2 - 4 years of experience in banking and sales Graduation (Any stream) Knowledge of basic banking functions. Interview Date- May 31, 2025 ( Saturday) Timings 11 AM to 2 PM Mandatory docs Updated CV/Resume Venue- HDFC Bank, Civil Lines, Near Heera Halwai Crossing, Prayagraj(UP) Profile- Retail Branch Banking(RBB)

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1.0 - 2.0 years

3 - 5 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

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6.0 - 11.0 years

5 - 15 Lacs

Nagpur, Pune, Mumbai (All Areas)

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Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM) Location: [ Nagpur, Pune Experience: Minimum 4 years in NRI banking Industry: Banking & Financial Services Job Responsibilities: Manage and grow relationships with NRI clients. Provide investment, forex, and remittance solutions. Ensure compliance with banking regulations and KYC norms. Generate business from NRI accounts through cross-selling banking products. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Experience in handling NRI clients and products like FCNR, NRE, NRO accounts. Strong understanding of global remittance and forex transactions. Job Title: Burgundy Relationship Manager (Burgundy RM) Location: Nagpur, Pune Experience: Minimum 6 years in wealth/relationship management Industry: Banking & Financial Services Job Responsibilities: Manage a portfolio of Ultra HNI clients. Provide investment and wealth management advisory. Drive revenue growth by offering premium banking solutions. Work closely with financial advisors and investment teams. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Strong knowledge of wealth management, investments, and banking solutions. Excellent relationship-building and negotiation skills.

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1.0 - 6.0 years

2 - 4 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

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Role: Bank Officer - CASA Role & Responsibility: • Setup meeting according to leads provided by the branch. • Meet client and explain about available products. Opening Saving Account & Current Account with the potential client and lead generated Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. • Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Requirements: Any Graduate with good analytical and sales skills to be considered • Responsible for achieving business targets for open market liabilities (across all products) Preferred experience of 1-2 years in banking liability sales(CASA, FD) from the local area i.e. • Must have CASA product knowledge. Any open market sales experience will be considered if interested in CASA Sales. Note : Carry Updated Resume along with Aadhar, pan Card & Salary slip Role & responsibilities Interview Venue: AU Small Finance Bank, 2nd Floor, G Wing, Kanakia Zillion, Near Kurla Depot, Kurla West

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0.0 - 5.0 years

1 - 3 Lacs

Bokaro, Jamshedpur, Ranchi

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We are hiring for CASA sales officer for one of leading Pvt Bank in Odisha. Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

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1.0 - 6.0 years

2 - 6 Lacs

Visakhapatnam, Hyderabad/Secunderabad, Bengaluru

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Roles and Responsibility: - Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Follow up with Operations and Training the Lead Generators of Banks. Required Candidate profile Note:- - Any graduate - Need at-least 1 year of sales experience - Age must be 21-38

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0.0 - 1.0 years

1 - 2 Lacs

Jalgaon, Nagpur, Pune

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Post : Sales Executive • Responsible for lead generation and opening CASA Accounts • Achieving the Sales target by Branch Manager or reporting Manager • Good Network and corporate relations • Good knowledge of Geographical area Required Candidate profile Graduation Must Fresher Can Apply Good Communication skills WhatsApp your resume on Mob : 74909 71634 HR Mahek Perks and benefits Incentive + PF + Mobile with Several

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3.0 - 5.0 years

3 - 4 Lacs

Ahmedabad

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Role & responsibilities Monitor End-to-end process and taking a lead on attracting sourcing, assessing, hiring and on-boarding the best talent. Sourcing potential candidates through online company career portals, recruitment sites, job boards, social platforms as well as print media posters, when required Planning and execution of Fresher and Experienced recruitment Coordination with different departments for necessary support and alignment of HR functions Preferred candidate profile Experience in sales hiring and liabilities general banking hiring Comfortable with travelling Experience in BFSI will be an added advantage

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10.0 - 20.0 years

25 - 30 Lacs

Hyderabad, Pune, Bengaluru

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Function Purpose: The Placement Function in our insurance broking company is responsible for ensuring optimal placement of insurance policies for our clients. This function involves liaising with insurance underwriters, analysing risk profiles, negotiating terms, and securing the most appropriate insurance coverage at competitive rates for our clients. Role Purpose The purpose of the Placement Role is to effectively manage the placement process for insurance policies. The role involves analysing clients' insurance needs, identifying suitable insurance products, negotiating terms with insurers, and facilitating the policy placement to provide the best insurance solutions to clients. Key Expectations of the Role: Insurance Product Analysis and Selection Assess clients' risk profiles and insurance needs to determine the appropriate insurance products. Analyse various insurance products available in the market and recommend the most suitable ones for clients. Negotiation and Terms Agreement: Negotiate policy terms, coverage, and premiums with insurance underwriters to ensure optimal terms for clients. Collaborate with insurers to negotiate policy conditions that meet clients' requirements while adhering to compliance and regulations. Policy Placement and Issuance: Facilitate the smooth placement and issuance of insurance policies for clients. Coordinate with internal departments to ensure accurate policy issuance and timely delivery to clients. Client Engagement and Education: Engage with clients to provide updates on policy placements and ensure they understand the terms and conditions of their insurance coverage. Educate clients on policy features, benefits, and coverage details. Market Research and Trends Monitoring: Stay updated on market trends, insurance products, and industry developments to offer informed recommendations to clients. Conduct market research to identify emerging insurance products and assess their suitability for clients. Competencies Required for the Role: Insurance Industry Knowledge Possesses a strong understanding of insurance products, policies, underwriting, and industry practices. Stays informed about insurance market dynamics, regulations, and emerging trends. Negotiation Skills Demonstrates effective negotiation skills to secure favorable terms and conditions for clients during policy placement. Balances the interests of clients and insurers to achieve mutually beneficial agreements. Analytical Thinking Utilizes analytical skills to assess insurance products, evaluate risk profiles, and make informed decisions regarding policy placements. Can interpret complex data and information to draw meaningful insights. Client Relationship Management Builds and maintains strong relationships with clients, understanding their needs and delivering exceptional service. Listens to clients, provides appropriate advice, and addresses inquiries effectively. Interpersonal Skills Strong interpersonal skills, including the ability to negotiate, communicate effectively, and collaborate with clients and insurance underwriters. Personal Qualifications: Educational Background: A bachelor's degree in business, insurance, finance, or a related field is preferred. Experience: Prior experience in insurance placement, underwriting, or related roles within the insurance industry is advantageous. Certifications: Relevant certifications in insurance broking or risk management are beneficial. Technology Proficiency: Proficient in using insurance management software and Microsoft Office suite (Word, Excel, Outlook, etc.).

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3.0 - 8.0 years

3 - 8 Lacs

Jaipur

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Designation: Branch Relationship Manager Office Location: Jaipur Position description: Team Handling Role Job Purpose Qualification Graduate, Preferably Post Graduate Relevant Experience 6-7 years of Banking experience Functional Competencies Selling skills, Negotiation Skills, Team Handling Behavioural Competencies Job Responsibilities Financial Responsibilities Devise action plan for the Branch and ensure that Liabilities business -(Book size of CASA, yield, fee based income and Business quality) targets for the Branch is met. Setting liabilities acquisition targets for the team. Responsible for visiting critical clients along with Team Leaders and FOS as well as meeting with industry associations to help in building affiliations. Sales Conduct market surveys and visualize products or its variants directed to meet the needs of the population of functional Area Build a robust liabilities base for the branch in terms of numbers and volumes Build the Channel: Sales Strategy for maximizing CASA sales and penetration Conceptualize and execute periodic sales campaigns and product promotions including participation in rural melas and district programmes Mapping the market demands to available suite of products and ensuring sales Cross sell Trade Finance/Insurance products to increase fee-based income through SME business Non Financial Responsibilities Operation Responsible for ensuring a superior customer experience while on boarding accounts at the branch as well as smooth and efficient transactions for all customers. People Management Responsibilities also include motivating as well as maintaining productivity of FOS team. Also responsible for the effective hiring, training and retention of Team Leaders and FOS. Placement of Team leader(s) through appropriate arrangement in consultation with BM Train the team members at periodic intervals in New products, features and competition Ensure team strengths are maintained at approved levels and Manage attritions through motivation and job satisfaction Ensure high levels of business productivity amongst team members Compliance & Risk Responsibilities Maintain Co-ordination between Branch Manager and Banks other departments Effective follow up and taking regular reviews of team members to ensure meeting of business goals Maintain highest standards of post sales contacts and service to key customers Ensure ethical practices in acquisition and servicing Provide product improvement feedback to Branch Manager/Product Manager Key Responsibility Responsible for planning and implementing sales and marketing activities within a branch or location in order to grow the Retail Liabilities business. Is responsible for expansion of business relationships and increase business from the existing relationships and Deepening the customer relationships Supporting team members in achieving high calling and conversion rates. Originate, Coordinate and Support sales campaigns & promotions of products

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