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10.0 - 20.0 years
27 - 42 Lacs
Nagpur, Bengaluru, Mumbai (All Areas)
Work from Office
Leading Team of Circle Head, Cluster Manager, Relationship Manager & Support Staff Training & Motivating entire Sales Team Closely working with Branch Banking Team Rolling out entire Regional Sales Plan & Training Schedules Responsible for Sales RnR Required Candidate profile Minimum Graduate from any stream with minimum 15+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.
Posted 2 months ago
10.0 - 20.0 years
14 - 24 Lacs
Nagpur, Bengaluru, Mumbai (All Areas)
Work from Office
Driving entire Regional Branch Banking Channel Leading team of Circle Heads, Cluster Managers & RM's Training & Motivating entire Regional Team along with Branch Bank partners Responsible for Sales RnR & entire Regional Banca Sales Strategy/ Planning Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.
Posted 2 months ago
11.0 - 21.0 years
45 - 80 Lacs
Navi Mumbai, Bengaluru, Mumbai (All Areas)
Work from Office
Leading/ Managing large team of Regional Managers, Cluster Managers, Area Managers, Team Leaders, Relationship Managers/ team of Tele-callers. Driving entire team to drive cross sell of Insurance to Branch Banking Customers. Achieving business target Required Candidate profile Minimum Graduate from any stream with minimum 15+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.
Posted 2 months ago
1.0 - 6.0 years
2 - 3 Lacs
Surat
Work from Office
About The Role JDPRM- HHDevelops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to 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 accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.
Posted 2 months ago
1.0 - 4.0 years
3 - 4 Lacs
Moradabad
Work from Office
Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 2 months ago
1.0 - 4.0 years
3 - 4 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 2 months ago
1.0 - 4.0 years
3 - 4 Lacs
Mumbai, Chembur
Work from Office
Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 2 months ago
1.0 - 4.0 years
3 - 4 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 2 months ago
4.0 - 9.0 years
4 - 9 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities Relationship Manager Yes Premia Core Responsibilities : Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc Warm Regards, Ishika Mittal V-Konnect Associates Spazedge, Sec-47,Gurugram Email: ishika.mittal@v-konnect.com Phone: 9306459303 www.v-konnect.com
Posted 2 months ago
1.0 - 4.0 years
3 - 4 Lacs
Kanpur
Work from Office
Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 2 months ago
1.0 - 4.0 years
3 - 4 Lacs
Pimpri-Chinchwad, Pune
Work from Office
Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 2 months ago
1.0 - 4.0 years
3 - 4 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 2 months ago
1.0 - 4.0 years
3 - 4 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
Role & Responsibilities: 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 Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure
Posted 2 months ago
9.0 - 14.0 years
10 - 20 Lacs
Kolhapur, Nagpur, Mumbai (All Areas)
Work from Office
Driving entire Cluster Branch Banking/ Virtual Banking Channel Sales. Focusing on cross sell of Life Insurance products to Bank Customers Training/ Motivating entire Cluster Sales Team & Bank employees Responsible for Sales RnR & Business Achievement Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.
Posted 2 months ago
9.0 - 14.0 years
10 - 20 Lacs
Kolhapur, Sindhudurg, Nagpur
Work from Office
Driving entire Cluster Branch Banking/ Virtual Banking Channel Sales. Focusing on cross sell of Life Insurance products to Bank Customers Training/ Motivating entire Cluster Sales Team & Bank employees Responsible for Sales RnR & Business Achievement Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.
Posted 2 months ago
0.0 - 4.0 years
1 - 3 Lacs
Kota, Udaipur, Jaipur
Work from Office
Designation:- Senior/Mid leave Desired Profile: Presentable with decent personality Easily identify sales opportunity from the market Having knowledge of loan products and its processing Ability to learn the new things within a short time span Knowing local language with good communication skills, English will be add-on Customer focused and willing to go the extra mile to deliver an exceptional service Experience: - Minimum 1 to 3 years of experience in the finance industry will be preferred (Fresher Also can Apply) Required Candidate profile Good communication skills Good customer approach. Knowledge of local customers and target businesses Age between 18 - 35 years. Graduate- Experience in Sales field is an added advantage.(Fresher's Candidates also can apply) 2-wheeler preferable Salary In CTC : - No Bar in salary for experienced candidates Perks :- Best in Industry incentive + EPF+ESI+Insurance Interview Venue*-: Raghu sapphire center plot no 93,403-404,3rd floor above Vodafone Store Jaipur 302006, Rajasthan Date-: 16-06-2025 (Mon) Time- 9:30 Am to 3:30PM Salary - Based on experienced HR CONTACT DETAILS - Kapil For any query/support contact to - 7424931568 (only whtsup)
Posted 2 months ago
0.0 - 2.0 years
2 - 5 Lacs
Gurugram
Work from Office
Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- - Have good awareness of Corporates with entry point links in those corporates. - Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. - Cross sells bank products to existing set of Corp Sal customers which are mapped. - Handle Investment and Insurance requirements of clients - Informs customers of new products or product enhancements to further expand the banking relationship. - Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. - Goes beyond the professional need of the customer by providing other products - enhancement of customer value - Maintains complete relationship record for assigned customer accounts. - Penetration of group/family account of the existing mapped base. - Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirement- - Good communication and presentation skills. - Willing to travel extensively within the city limits. - Two- wheeler and an android phone is must. - Liability Sales experience or KYC knowledge is an added advantage. - Graduate with Minimum 0-2 Yrs. of experience.
Posted 2 months ago
0.0 - 2.0 years
2 - 5 Lacs
Gurugram
Work from Office
Job Role- Have good awareness of Corporates with entry point links in those corporates. Good Communication Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts. Penetration of group/family account of the existing mapped base. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirement- Good communication and presentation skills. Willing to travel extensively within the city limits. Two- wheeler and an android phone is must. Liability Sales experience or KYC knowledge is an added advantage. Graduate with Minimum 0-2 Yrs. of experience.
Posted 2 months ago
0.0 - 3.0 years
0 - 0 Lacs
Mohali, Lucknow, Delhi / NCR
Work from Office
Sales officer Profile Location : Hdfc Bank, Ambience mall, Sec 10, 8th floor, Rohini ,Delhi Department : Virtual Prime, COP Officer Concern Person : Manisha Shekhawat (HR) Location : HDFC Bank, Floor 8, Ambience Mall, Sector 10, Rohini, Delhi Department : Virtual Care Concern Person : Rupakshi Jain (HR) Location : HDFC Bank, 5th Floor, Alpha IT City, Sector 101, Near palaksha University Mohali 160062. Department : Virtual Sales, Virtual Care Concern Person : Rachit Gupta (HR) Location : HDFC Bank, Plot no. C205, Industrial Area, Phase 8B, Landmark Kior Hospital Department : Virtual Prime Concern Person : Alka (HR)
Posted 2 months ago
0.0 - 3.0 years
0 - 3 Lacs
Kota, Udaipur, Jaipur
Work from Office
Designation:- Relationship Officer Profile: Presentable with decent personality Easily identify sales opportunity from the market Having knowledge of loan products and its processing Ability to learn the new things within a short time span Knowing local language with good communication skills, English will be add-on Customer focused and willing to go the extra mile to deliver an exceptional service Experience: - Minimum 6 months to 3 years of experience in the finance industry will be preferred Required Candidate profile Good communication skills Good customer approach. Knowledge of local customers and target businesses Age between 18 - 35 years. Graduate- Experience in banking Sales field is an added advantage. 2-wheeler preferable Salary In CTC : - No Bar in salary for experienced candidates Perks :- Best in Industry incentive + EPF+ESI+Insurance Product-:- Marchant Acquiring Business (POS MACHINE) Note - Only for male candidates. Locations-: Jaipur, Kota, Udaipur, Jodhpur, Shri Ganganagar, Nagaur, Hanumangarh, Alwar, Bhiwadi, Kotputli, Pratapgarh Salary - Based on experienced HR CONTACT DETAILS - KAPIL For any query/support contact to - 7424931568 (only Wtsupp)
Posted 2 months ago
7.0 - 12.0 years
9 - 16 Lacs
Madurai, Chennai, Coimbatore
Work from Office
Leading team of Branch Banking Relationship Managers & promoting Life Insurance to existing Bank Customers Training Branch RM's & motivating teams Dealing with Bank Branch Managers & RM's Meeting HNI clients of Banks Achieving assigned sales targets Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.
Posted 2 months ago
0.0 - 2.0 years
3 - 5 Lacs
Rajkot
Work from Office
Job Role- Have good awareness of Corporates with entry point links in those corporates. Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts. Penetration of group/family account of the existing mapped base. Tracks customer complaints/ queries and turnaround times for customer satisfaction Job Requirement- Good communication and presentation skills. Willing to travel extensively within the city limits. Two- wheeler and an android phone is must. Liability Sales experience or KYC knowledge is an added advantage. Graduate with Minimum 0-2 Yrs. of experience.
Posted 3 months ago
0.0 - 2.0 years
3 - 5 Lacs
Mumbai
Work from Office
Job Role- Have good awareness of Corporates with entry point links in those corporates. Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts. Penetration of group/family account of the existing mapped base. Tracks customer complaints /queries and turnaround times for customer satisfaction Job Requirement- Good communication and presentation skills. Willing to travel extensively within the city limits. Two- wheeler and an android phone is must. Liability Sales experience or KYC knowledge is an added advantage. Graduate with Minimum 0-2 Yrs. of experience.
Posted 3 months ago
2.0 - 5.0 years
10 - 14 Lacs
Mumbai
Work from Office
Job Role- Have good awareness of Corporates with entry point links in those corporates. Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts. Penetration of group/family account of the existing mapped base. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirement- Good communication and presentation skills. Willing to travel extensively within the city limits. Two- wheeler and an android phone is must. Liability Sales experience or KYC knowledge is an added advantage. Graduate with Minimum 0-2 Yrs. of experience.
Posted 3 months ago
2.0 - 5.0 years
4 - 7 Lacs
Ganganagar
Work from Office
To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.
Posted 3 months ago
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