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6.0 - 8.0 years
0 Lacs
solapur, maharashtra, india
On-site
Cluster Head - Fees About Fee Department The Fee Department of the Bank is responsible for sourcing Retail Fee from TPP - LI, GI, Mutual Funds, Axis Direct etc and Retail Forex & Remittances / RTFx. The Department drives business from Branch Banking channels and other Asset Channels of the Bank. About the Role . 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 other 100% backed Non fund based facilities like BG & LC . Responsible for driving mandatory certification to broad base the distribution & uphold the need of compliance across product lines . Develop synergies between different verticals for complementing each other's business Key Responsibilities Relationship building, Multitasking, Ability to handle various stakeholders, Find opportunities of new business from within & outside the Bank Key Relationships (Internal or External Stakeholders): External: Insurance Partners / Referral Agents viz. Education Consultants, Chartered Accountants, Money Changers / HNI / Clients with Import Export business Internal: Bank Branches, Operations, Relationship Managers & Product teams Qualifications Optimal qualification for success on the job is: . Education (formal degrees, certifications), MBA preferred . 6 - 8 years of work experience with adequate exposure to Forex & Trade products. . Certification like CCFE (Certificate Course in Foreign Exchange Operations), SP Certification & EUIN Certification preferred (May be mandatory after joining) Role Proficiencies: For successful execution of the job, a candidate should possess the following: . Multitasking . Ability to handle various stakeholders . Find opportunities of new business from within & outside the Bank . Good communication (both verbal and written) skill in both English and the local language . Excellent operational skills . Ability to handle pressure and meet deadlines . Ability to work successfully as a part of a team About Axis Incorporated in 1994, Axis Bank is one of India's most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 1 lac employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.
Posted 6 days ago
2.0 - 7.0 years
0 - 0 Lacs
chennai, coimbatore, palakkad
On-site
Job Role - CUSTOMER RELATIONS Salary - 5 LPA Job Time - 10 AM to 6 Pm Working Mode- work from Office Working Days - Monday to Saturday ( 2 Alternate Saturday offs ) Job Description Position : Customer Relations Industry : Banking and Financial Services Products/ Services : Lockers, Deposits, Mutual Funds Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for client, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. Ensure strict adherence to policies and procedures. Organize marketing activities or events to raise brand awareness. Requirements: Presentable and multi-tasking skills Outstanding communication and interpersonal abilities A team player with a customer-centric approach Basic Selling Skills Knowledge of basic marketing techniques and principles Local language proficiency and mobility. Experience: 2 + year of Financial Products & Services sales experience Education: Minimum Qualification: Graduate Best Regards, -- Sohit Sharma Lead- Talent Acquisition Mobile: 7428370081 Email ID- s.sohit@rightadvisors.com Join us on social media to get updates on new jobs LinkedIn: www.linkedin.com/in/sohit-sharma-1694012bb Right Advisors | www.rightadvisors.com YouTube - https://youtube.com/@rightadvisorspvtltd LinkedIn - https://www.linkedin.com/company/right-advisors-pvt-ltd/
Posted 1 week ago
6.0 - 8.0 years
0 Lacs
kolkata, west bengal, india
On-site
Cluster Head - Fees About Fee Department The Fee Department of the Bank is responsible for sourcing Retail Fee from TPP - LI, GI, Mutual Funds, Axis Direct etc and Retail Forex & Remittances / RTFx. The Department drives business from Branch Banking channels and other Asset Channels of the Bank. About the Role . 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 other 100% backed Non fund based facilities like BG & LC . Responsible for driving mandatory certification to broad base the distribution & uphold the need of compliance across product lines . Develop synergies between different verticals for complementing each other's business Key Responsibilities Relationship building, Multitasking, Ability to handle various stakeholders, Find opportunities of new business from within & outside the Bank Key Relationships (Internal or External Stakeholders): External: Insurance Partners / Referral Agents viz. Education Consultants, Chartered Accountants, Money Changers / HNI / Clients with Import Export business Internal: Bank Branches, Operations, Relationship Managers & Product teams Qualifications Optimal qualification for success on the job is: . Education (formal degrees, certifications), MBA preferred . 6 - 8 years of work experience with adequate exposure to Forex & Trade products. . Certification like CCFE (Certificate Course in Foreign Exchange Operations), SP Certification & EUIN Certification preferred (May be mandatory after joining) Role Proficiencies: For successful execution of the job, a candidate should possess the following: . Multitasking . Ability to handle various stakeholders . Find opportunities of new business from within & outside the Bank . Good communication (both verbal and written) skill in both English and the local language . Excellent operational skills . Ability to handle pressure and meet deadlines . Ability to work successfully as a part of a team About Axis Incorporated in 1994, Axis Bank is one of India's most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 1 lac employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.
Posted 2 weeks ago
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