1687 Mf Jobs - Page 17

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 in a tele sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer "delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End of day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

About The Role 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 in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

About The Role 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 in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

Job Profile 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 accounts Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI IRDA Post Graduate - 2 -4 years of experience AMFI IRDA

Job Profile 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 accounts Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI IRDA Post Graduate - 2 -4 years of experience AMFI IRDA

Branch Relationship Manager - BRANCH BANKING - Branch Banking 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 customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities 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 Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. 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 levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities 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 Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. 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 levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

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 customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities 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 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. 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.

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 accounts JOB REQUIREMENT s Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI IRDA Post Graduate - 2 -4 years of experience AMFI IRDA

Roles and Responsibilities : Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. Building relationships with the client & educating them about Investments. RM will be given set of existing customers. Promoting financial products by cross selling (MF, Insurance, SIP, PMs etc.) Desired Candidate Profile: Should be NISM VIII, NISM V A & IRDA certified . Any Graduate with minimum 3 Years of Broking / Dealing experience Good knowledge of Equity Market and TPP Good communication (Written and Verbal).

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Ulsoor 2 Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

Job Description: We are urgently looking for a proactive and enthusiastic sales executive to join our growing team. The role involves selling products, generating leads, and achieving monthly sales targets. Role & responsibilities: Generate leads through fieldwork, cold calling, and networking. Pitch and sell the products to prospective clients. Understand customer needs and recommend appropriate solutions. Follow up on leads, close deals, and complete necessary documentation. Meet individual sales targets and contribute to team goals. Maintain good client relationships for repeat business and referrals. Attend daily sales meetings and participate in training sessions. Preferred candidate profile: Graduate in any discipline. 1+ years of sales experience in any field. Good communication and convincing skills. Must Be a Local Candidate. Goal-orientated and self-motivated. Interested candidates can apply or reach out at: Ayushi HR | HR Team +91 84603 77032 | Ayushi@tekpillar.com

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges

Manage RM's as a team lead Relationship Management profile involving acquiring growing and deepening HNI / NRI customer relationships through effective portfolio management Generate new business defined sales targets of RM's and branch Required Candidate profile Focusing on the analysis and satisfaction of Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 1 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

Generate leads through visits, and calls Make calls to potential customers from generated or provided leads Explain product features clearly Develop effective sales strategies to achieve Targets Identify new market opportunities and expand customers. Required Candidate profile Any Graduation Completion 1 + Years of Proven Experience in Sales and Marketing Preferred Local Candidate To Apply Now: Meenaakshi P | 93136 53024

Join us as a Sales & Marketing Coordinator! Drive partner growth, train agents, track sales, meet clients, and support new team onboarding. Perfect for field sales pros with 2+ yrs exp. ready to lead and grow in a fast-paced, rewarding environment. Required Candidate profile Minimum 2+ yrs field sales experience, graduate in any stream, strong communication & presentation skills, local market knowledge, willing to travel, and leadership mindset. Call: +91 88497 11957

We are urgently looking for a proactive and enthusiastic sales executive to join our growing team. The role involves selling financial or insurance products, generating leads, and achieving monthly sales targets. Role & responsibilities: Generate leads through fieldwork, cold calling, and networking. Pitch and sell insurance/financial products to prospective clients. Understand customer needs and recommend appropriate solutions. Follow up on leads, close deals, and complete necessary documentation. Meet individual sales targets and contribute to team goals. Maintain good client relationships for repeat business and referrals. Attend daily sales meetings and participate in training sessions. Preferred candidate profile: Graduate in any discipline. 2+ years of sales experience (BFSI experience is a plus). Good communication and convincing skills. Must Be a Local Candidate. Goal-orientated and self-motivated. Benefits: Fixed Salary + Attractive Incentives. Career growth & promotion opportunities. Training & certification support. Interested candidates can apply or reach out at: Phone : +91 7863846975 Email : vikeeta@tekpillar.com

We are urgently looking for a proactive and enthusiastic sales executive to join our growing team. The role involves selling financial or insurance products, generating leads, and achieving monthly sales targets. Role & responsibilities: Generate leads through fieldwork, cold calling, and networking. Pitch and sell insurance/financial products to prospective clients. Understand customer needs and recommend appropriate solutions. Follow up on leads, close deals, and complete necessary documentation. Meet individual sales targets and contribute to team goals. Maintain good client relationships for repeat business and referrals. Attend daily sales meetings and participate in training sessions. Preferred candidate profile: Graduate in any discipline. 2+ years of sales experience (BFSI experience is a plus). Good communication and convincing skills. Must Be a Local Candidate. Goal-orientated and self-motivated. Benefits: Fixed Salary + Attractive Incentives. Career growth & promotion opportunities. Training & certification support. Interested candidates can apply or reach out at: Phone : +91 7863846975 Email : vikeeta@tekpillar.com

Hiring Sales Professional! Drive sales & business growth through the team Build strong relationships with Teams to maximize productivity & retention Conduct regular meetings, training, & performance evaluations Achieve targets for the assigned area Required Candidate profile Must Be a Local Candidate. Age Criteria: 24 to 40 Years. A bachelor's degree is mandatory. Good Communication Skills. Vikeeta (HR): +91 7863846975