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1.0 - 6.0 years
2 - 3 Lacs
Hyderabad, Puducherry, Coimbatore
Work from Office
Post : Branch Sales 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 be required • Must have 1 YRS of experience in Life Insurance / Banca / Insurance Sales • Good Communication skills For more information Call OR WhatsApp : 9328892831 HR Rensi Perks and benefits Incentive + PF + Mobile with Several
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Kochi, Vijayawada, Visakhapatnam
Work from Office
• Lead will be provided • Need to seat a bank handle walking customer • Generate business through the Lead • Close the leads provided by the Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 41 years
Posted 1 month ago
1.0 - 5.0 years
2 - 3 Lacs
Vijayawada, Visakhapatnam, Tirunelveli
Work from Office
Post : Senior Relationship 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 Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 97244 79846 HR Fenil Perks and benefits Incentive + PF + Mobile with Several
Posted 1 month ago
1.0 - 6.0 years
1 - 3 Lacs
Panipat, Jalandhar, Hoshiarpur
Work from Office
Post : Relationship Manager Experienced sales executives needed for Direct BFSI roles. Candidate must have worked in banking, insurance, or financial services sales. No freshers allowed. Great incentives, fast promotions. Apply now! Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 32 YRS Call OR WhatsApp : 84011 93616 HR Nirali Perks and benefits Incentives, Performance Bonuses, Career Growth
Posted 1 month ago
2.0 - 4.0 years
4 - 9 Lacs
Vijayawada, Hyderabad, Bengaluru
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S
Posted 1 month ago
1.0 - 6.0 years
2 - 3 Lacs
Nagpur, Pune, Ahmednagar
Work from Office
Hiring Relationship Manager Use company-provided leads (40-60%) & generate additional leads through referrals Explain policy benefits over the phone and convince customers to buy Follow up with potential customers, handle objections, and close sales Key Responsibilities: Cultivate and sustain robust relationships with clients to comprehend their financial objectives. Offer expert advice on investment products, including equities, derivatives, and various financial instruments. Met sales targets through effective client engagement and identifying cross-selling opportunities. Deliver exceptional customer service and respond to client inquiries in a timely manner. Remain informed about market trends and regulatory developments to provide well-informed investment guidance. Qualifications: A bachelor's degree in finance, Business, or a related discipline. A minimum of 2 years of experience in any BFSI field sales. Excellent communication and client management skills. Familiarity with financial products and market dynamics. For more information! Call :: +91 9904750213 Mail Resume :: nisha@tekpillar.com
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
Udaipur, Ajmer, Alwar
Work from Office
Job Title: Sales & Marketing Job Location: Ajmer, Udaipur, Alwar Job Summary: We are looking for a dynamic and results-driven Sales & Marketing Executive to join our team in Rajasthan. The role involves identifying new sales opportunities, promoting company products/services, and building strong client relationships. Roles & Responsibilities: Identify and acquire new customers in the assigned territory. Promote and sell company products/services to potential clients. Build and maintain strong customer relationships for repeat business. Achieve sales targets through effective planning and execution. Conduct market research to understand customer needs and competitor activities. Coordinate with internal teams for seamless service delivery. Preferred candidate profile: Graduate in any field. Minimum 2+ years of team handling experience. Strong leadership and communication skills. A background in insurance/BFSI/FMCG is preferred. Local market knowledge is an advantage. Benefits: Attractive salary + Incentives Career growth opportunities Rewards & Recognition programs Interested candidates can apply or reach out at : Phone : +91 7863846975 Email : vikeeta@tekpillar.com
Posted 1 month ago
2.0 - 6.0 years
1 - 4 Lacs
Kota, Jaipur, Alwar
Work from Office
Hiring! Manage & enhance relationships with high-performing teams. Drive revenue growth by meeting & exceeding sales targets Provide ongoing training, support, and development to the team Identify new business opportunities and expand market presence 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
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Kadapa, Ongole, Visakhapatnam
Work from Office
Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Mediclaim Career Growth
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Warangal, Hyderabad, Mahabubnagar
Work from Office
Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Mediclaim Career Growth
Posted 1 month ago
2.0 - 7.0 years
2 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Experience & Qualification: Years of work experience required : more then 2 years. Qualification : Graduate Job Location - Thane Role of Responsibilities: Manage end-to-end mutual fund transaction son BSE STAR MF platform. Place financial and non-financial transaction order CAMS, KFintech, and respective AMC websites. Monitor and track mutual fund transactions for discrepancies or issues. Coordinating with AMCs for resolving business-related queries and issues. Respond to queries from Investors, Branches, RMs, Sub-Brokers , and Clients via email and phone. Importing transactions (RTA Feeds) into ACEMF BackOffice System(Accord). Verifying and filing offline mutual fund forms(Financial/Non-Financial). Track change of broker transactions and maintain related MIS reports . Co-ordination with the software developer and supporters of Mutual fund System for system- related issues or developments. Preparing and maintaining MIS and activity reports like: Monthly new registered SIPs Collection reports Stopped SIPs Daily Transactions
Posted 1 month ago
2.0 - 7.0 years
4 - 5 Lacs
Durgapur, Balasore, Raipur
Work from Office
1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund
Posted 1 month ago
6.0 - 11.0 years
8 - 13 Lacs
Kota
Work from Office
Sr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
Posted 1 month ago
10.0 - 20.0 years
15 - 30 Lacs
Jaipur, Delhi / NCR, Mumbai (All Areas)
Work from Office
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.
Posted 1 month ago
0.0 - 2.0 years
3 - 3 Lacs
Pune
Work from Office
Identify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors Educate the partners about product portfolio, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship-building skills Resilience - communicating with conviction
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Kolkata
Work from Office
Role & responsibilities To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with bank's Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with bank through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold bank service standards. Ensure internal and regulatory compliance through strict adherence to bank sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the bank customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish bank as a primary banker for clients and as a prominent banking provider in India.
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Noida, Greater Noida
Work from Office
Role & responsibilities To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with bank's Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with bank through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold bank service standards. Ensure internal and regulatory compliance through strict adherence to bank sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the bank customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish bank as a primary banker for clients and as a prominent banking provider in India.
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Ludhiana
Work from Office
Role & responsibilities To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with bank's Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with bank through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold bank service standards. Ensure internal and regulatory compliance through strict adherence to bank sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the bank customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish bank as a primary banker for clients and as a prominent banking provider in India.
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Lucknow
Work from Office
Role & responsibilities To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with bank's Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with bank through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold bank service standards. Ensure internal and regulatory compliance through strict adherence to bank sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the bank customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish bank as a primary banker for clients and as a prominent banking provider in India.
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Jaipur
Work from Office
Role & responsibilities To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with bank's Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with bank through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold bank service standards. Ensure internal and regulatory compliance through strict adherence to bank sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the bank customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish bank as a primary banker for clients and as a prominent banking provider in India.
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Faridabad
Work from Office
Role & responsibilities To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with bank's Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with bank through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold bank service standards. Ensure internal and regulatory compliance through strict adherence to bank sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the bank customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish bank as a primary banker for clients and as a prominent banking provider in India.
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Chandigarh
Work from Office
Role & responsibilities To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with bank's Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with bank through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold bank service standards. Ensure internal and regulatory compliance through strict adherence to bank sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the bank customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish bank as a primary banker for clients and as a prominent banking provider in India.
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Gurugram
Work from Office
Role & responsibilities To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with bank's Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with bank through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold bank service standards. Ensure internal and regulatory compliance through strict adherence to bank sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the bank customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish bank as a primary banker for clients and as a prominent banking provider in India.
Posted 1 month ago
6.0 - 11.0 years
6 - 10 Lacs
Kota
Work from Office
Sr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
Posted 1 month ago
1.0 - 5.0 years
3 - 7 Lacs
Mumbai
Work from Office
Elite Relationship Manager-Business Banking -Branch Banking-Branch Banking Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) 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 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 and drive. Go getter attitude. Self-motivated with a passion to achieve.
Posted 1 month ago
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