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8.0 - 13.0 years
15 - 30 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.
Posted 2 months ago
2.0 - 7.0 years
1 - 6 Lacs
Kolkata, Siliguri, Baharampur
Work from Office
*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives
Posted 2 months ago
2.0 - 7.0 years
5 - 8 Lacs
Noida, Greater Noida
Work from Office
BOP.in Forayed Into The Indian Real Estate Market with Its Incorporation in 2007. Over the Last 19 Years Working Consistently with Hard Work, Perseverance and Grit, BOP.in has Successfully Established Itself as Indias Leading Real Estate Consultant. With Dynamic Vision for The Future & Focus on Capital Efficiency. Job Summary: We are seeking an experienced and results-driven International Sales Manager to lead and expand our global real estate sales . The ideal candidate will have a strong understanding of international property markets, excellent cross-cultural communication skills, and a proven track record of building high-performance sales teams and securing international clients. Key Responsibilities: Develop and execute a strategic sales plan to expand the companys presence in key international markets. Identify and engage with potential international buyers, investors, and partners through targeted outreach, trade shows ,expos, and online campaigns. Build and maintain strong relationships with global clients, real estate agents, brokers, and referral networks. Lead contract negotiations, close high-value deals, and ensure a seamless customer experience throughout the sales cycle. Coordinate with the marketing team to tailor promotional materials for diverse cultural and regional audiences. Track market trends, competitive activity, and regulatory requirements in target countries. Prepare and deliver regular sales forecasts, KPIs, and performance reports to senior management. Train and manage a team of international sales representatives and partners. Qualifications: Bachelors degree in Business, Marketing, International Relations, or a related field (MBA preferred). Minimum 2-7 years of experience in international sales, preferably in the real estate or luxury property sector. Strong knowledge of international markets. Proven track record of meeting or exceeding international sales targets. Excellent verbal and written communication skills in English; proficiency in other languages is a plus.
Posted 2 months ago
1.0 - 6.0 years
2 - 3 Lacs
Hyderabad, Chennai, Bengaluru
Hybrid
About the Role We are seeking a dynamic and results-driven Regional TeleSales Agent to join our growing team. In this role, you will be responsible for selling products or services and providing tailored advice to meet individual and business client needs. This is an exciting opportunity for individuals passionate about sales, customer service, and building long-term client relationships. Key Responsibilities Understand Client Needs: Identify and assess clients requirements through effective questioning and listening. Relationship Management: Build, manage, and nurture long-term client relationships to ensure high levels of satisfaction, trust, and policy renewals. Sales Performance: Consistently meet or exceed assigned sales targets, conversion goals, and other key performance indicators (KPIs). Market & Product Knowledge: Stay updated on products, industry trends, and regulatory changes to provide accurate and timely advice. Customer Service Excellence: Address client queries, objections, and concerns in a patient, professional, and timely manner. Work Schedule: 6 days a week (24 working days per month) with daily login hour adherence and attendance expectations, requiring 8 login hours per day INTERNAL Required Qualifications: Language Proficiency: Fluent in English and a regional language ( Tamil/Kannada) Must score Versant Level 3 or above Educational Qualification: Minimum qualification: 12th Pass (Higher Secondary) Communication & Interpersonal Skills: Strong verbal communication with clear articulation Excellent listening skills and ability to hold natural, non-scripted conversations Patient, empathetic, and customer-focused approach Sales & Client Handling Abilities: Good negotiation and persuasion skills Proven ability to build and maintain client relationships Problem-Solving & Decision-Making: Capable of handling objections and queries smartly Sound judgment and quick thinking during customer interactions Personal Attributes: Should come across as genuine, not robotic Professional, polite, and positive attitude under pressure Device Requirements Must have a working laptop Noise-cancellation headphones Stable Wi-Fi connection Preferred Qualifications: Sales Experience: Prior experience in B2B or B2C sales Graduates Compensation & Benefits: Competitive Base Salary Fixed monthly salary of INR 16,000, aligned with industry standards and individual experience. INTERNAL Performance-Based Commissions Attractive incentive structure tied to individual and team sales performance potential to earn INR 4,000+ monthly. Comprehensive Health Insurance Health coverage for both self and immediate family members. Professional Development Opportunities Access to ongoing training, sales coaching, certifications, and clearly defined career growth paths within the organization. Rewards & Recognition Programs Monthly and quarterly awards to celebrate top performers, consistent achievers, and employees who exemplify organizational values.
Posted 2 months ago
1.0 - 6.0 years
2 - 3 Lacs
Bengaluru
Remote
About the Role We are seeking a dynamic and results-driven Regional TeleSales Agent to join our growing team. In this role, you will be responsible for selling products or services and providing tailored advice to meet individual and business client needs. This is an exciting opportunity for individuals passionate about sales, customer service, and building long-term client relationships. Key Responsibilities Understand Client Needs: Identify and assess clients requirements through effective questioning and listening. Relationship Management: Build, manage, and nurture long-term client relationships to ensure high levels of satisfaction, trust, and policy renewals. Sales Performance: Consistently meet or exceed assigned sales targets, conversion goals, and other key performance indicators (KPIs). Market & Product Knowledge: Stay updated on products, industry trends, and regulatory changes to provide accurate and timely advice. Customer Service Excellence: Address client queries, objections, and concerns in a patient, professional, and timely manner. Work Schedule: 6 days a week (24 working days per month) with daily login hour adherence and attendance expectations, requiring 8 login hours per day INTERNAL Required Qualifications: Language Proficiency: Fluent in English and a regional language ( Tamil/Kannada) Must score Versant Level 3 or above Educational Qualification: Minimum qualification: 12th Pass (Higher Secondary) Communication & Interpersonal Skills: Strong verbal communication with clear articulation Excellent listening skills and ability to hold natural, non-scripted conversations Patient, empathetic, and customer-focused approach Sales & Client Handling Abilities: Good negotiation and persuasion skills Proven ability to build and maintain client relationships Problem-Solving & Decision-Making: Capable of handling objections and queries smartly Sound judgment and quick thinking during customer interactions Personal Attributes: Should come across as genuine, not robotic Professional, polite, and positive attitude under pressure Device Requirements Must have a working laptop Noise-cancellation headphones Stable Wi-Fi connection Preferred Qualifications: Sales Experience: Prior experience in B2B or B2C sales Graduates Compensation & Benefits: Competitive Base Salary Fixed monthly salary of INR 16,000, aligned with industry standards and individual experience. INTERNAL Performance-Based Commissions Attractive incentive structure tied to individual and team sales performance potential to earn INR 4,000+ monthly. Comprehensive Health Insurance Health coverage for both self and immediate family members. Professional Development Opportunities Access to ongoing training, sales coaching, certifications, and clearly defined career growth paths within the organization. Rewards & Recognition Programs Monthly and quarterly awards to celebrate top performers, consistent achievers, and employees who exemplify organizational values.
Posted 2 months ago
5.0 - 10.0 years
5 - 10 Lacs
Bhavnagar, Bhubaneswar, Ahmedabad
Work from Office
- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com
Posted 2 months ago
1.0 - 6.0 years
4 - 5 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Designation-Assistant Manager Payroll-Bank CTC-7.50LAKH Age limit-30 LOC-Thane Exceptional Written & Verbal Communication skills Graduate with min 1-2 YRS exp in escalations Voice support only apply CALL 8080126356 Ekta www.hyfly.in Required Candidate profile Handling 1st level escalations of bank NRI customers High quality of responses to achieve high Net Promoter Score-NPS Coordinating with various departments for resolution of customer
Posted 2 months ago
1.0 - 6.0 years
4 - 5 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Dear Candidate, Interested candidates can mail their updated resumes on bhagyashree.sinnur@sbicapsec.com Designation: Equity Dealer Location: Mumbai-Chinchpokli/Cotton Green Relevant Experience : 1 year minimum in broking industry Note : Experienced with good market knowledge can also apply for this position Walk in Interview on Saturday 31st May 2025 from 10.30 am to 12.30 pm Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation Walk In Interview Details Venue : SBI CAP Securities Voltas House, A Block C.S No -760, T. B Kadam Marg, Chinchpokli, Mumbai - 400033 Walkable Distance : Chinchpokli (Central Line) Cotton Green ( Harbour Line) Saturday Timing would be 11am to 12.30 pm (1st,3rd and 5th Saturday) Grab the opportunity before it gets closed.
Posted 2 months ago
4.0 - 9.0 years
7 - 17 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.
Posted 2 months ago
10.0 - 20.0 years
15 - 27 Lacs
Bengaluru, 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 2 months ago
6.0 - 11.0 years
5 - 15 Lacs
Nagpur, Pune, Mumbai (All Areas)
Work from Office
Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM) Location: [ Nagpur, Pune Experience: Minimum 4 years in NRI banking Industry: Banking & Financial Services Job Responsibilities: Manage and grow relationships with NRI clients. Provide investment, forex, and remittance solutions. Ensure compliance with banking regulations and KYC norms. Generate business from NRI accounts through cross-selling banking products. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Experience in handling NRI clients and products like FCNR, NRE, NRO accounts. Strong understanding of global remittance and forex transactions. Job Title: Burgundy Relationship Manager (Burgundy RM) Location: Nagpur, Pune Experience: Minimum 6 years in wealth/relationship management Industry: Banking & Financial Services Job Responsibilities: Manage a portfolio of Ultra HNI clients. Provide investment and wealth management advisory. Drive revenue growth by offering premium banking solutions. Work closely with financial advisors and investment teams. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Strong knowledge of wealth management, investments, and banking solutions. Excellent relationship-building and negotiation skills.
Posted 2 months ago
1.0 - 6.0 years
3 - 6 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Hiring for Below Role Phone Banking Officer Customer relationship manager Service Assurance manager Escalations manager Video KYC Officer Virtual Relationship manager Personal Banker on Call Call 8080126356 Trupti hyflyhr9@gmail.com www.hyfly.in Required Candidate profile No Field Job Need to work in bank's Own contact center and solve queries over phone knowledge of Banking process / credit cards / insurance / Mutual Funds will be added advantage www.hyfly.in
Posted 2 months ago
5.0 - 10.0 years
5 - 15 Lacs
Chennai
Work from Office
Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval. Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports. Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms. Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management. Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities. Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Posted 2 months ago
4.0 - 9.0 years
2 - 7 Lacs
Guwahati, Bhubaneswar, Kolkata
Work from Office
Recruiting Managing Partner from own social contact on commission basis. *Train the agents on product. *Motivate the agents to achieve targets. *Also sell Life Insurance in natural marke Perks and benefits Highest Incentives
Posted 2 months ago
2.0 - 7.0 years
1 - 6 Lacs
Guwahati, Bhubaneswar, Kolkata
Work from Office
*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Keywords: SALES,MARKETING,BUSINESS DEVELOPMENT,BANKING,MEDIA Required Candidate profile *MINIMUM GRADUATE WITH 2+YRS OF SALES EXP. *VERY GOOD SOCIAL NETWORK AND NATURAL MARKET. *PREFERABLY LOCALITE WITH GOOD PRESENTATION AND Perks and benefits High incentives
Posted 2 months ago
4.0 - 9.0 years
8 - 12 Lacs
Ghaziabad, Greater Noida, Delhi / NCR
Work from Office
Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment. Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business. Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products Drives revenue business to generate fee income through products like mutual funds, investments and insurance Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or WhatsApp Number 9893057024
Posted 2 months ago
5.0 - 10.0 years
8 - 17 Lacs
Ernakulam, Kottayam
Work from Office
Job Purpose Responsible for including HNI customers into the 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 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 : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form 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
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
Mangaluru, Bengaluru
Work from Office
Job description: 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Required Candidate profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 22 to 35 years * MBA Freshers who are presentable and have excellent communication skills can apply Perks and Benefits Salary -Up to 5.5 Lpa Job Type: Full-time Interested candidates can call ABIN (HR) 9486375824 share there CV - abin.m5@sbicapsec.com
Posted 2 months ago
5.0 - 10.0 years
15 - 22 Lacs
Mumbai Suburban, Thane, Mumbai (All Areas)
Work from Office
Urgent opening with leading Bank for Senior / Pioneer RM Role. Designation : Banking Partner (Min 4 Yrs exp / Max Age - 35 yrs) Sr Banking Partner (Min 6 Yrs exp / Max Age - 37 Yrs) CTC : Upto 15 - 23 LPA Role Details : Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer Interested candidate can revert back with updated resume on people1qc@gmail.com Any query can call Shraddha : +91-22-40697704 / MOBILE : 9324700692 Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM
Posted 2 months ago
5.0 - 10.0 years
8 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Across Bangalore - Halasuru, V V Puram, Church Street, Frazer Town & Cambridge Road - Ulsoor Branch Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred 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 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 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 : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form 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 : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Walk-in Interview at HDFC Bank No 5/1 , Ground Floor, Prestige Terraces, Union Street Infantry Road,, Bengaluru 560001 (Branch Code - 1268) Date: 27th May 2025 (Tuesday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com
Posted 2 months ago
1.0 - 5.0 years
2 - 6 Lacs
Kochi/ Cochin, Visakhapatnam, Hyderabad
Work from Office
Hiring in Branch Relationship manager • 100% Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile Graduation or Above Age 21 to 40 Years Minimum 6 Months need sales marketing experience Fresher's Can't Apply Good Communication ship Vacancy in Pan India location available Perks and benefits Fixed package Incentives Medical Insurance Coverag
Posted 2 months ago
2.0 - 7.0 years
5 - 15 Lacs
Kolkata, Vijayawada, Hyderabad
Work from Office
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory. Required Candidate profile Cross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking.Acquiring new clients &retaining the oldclients by periodic meetings.
Posted 2 months ago
5.0 - 10.0 years
6 - 16 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
Responsible for acquiring and managing affluent client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.
Posted 2 months ago
10.0 - 20.0 years
15 - 27 Lacs
Bengaluru, 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 2 months ago
5.0 - 10.0 years
6 - 10 Lacs
Nagpur, Nashik, Chennai
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Role and Responsibilities: - Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. - Develop and implement effective sales strategies, tactics, and action plans to drive business growth. - Ensure that sales teams have the necessary tools, training, and support to succeed. - Monitor sales performance, provide feedback, and coach team members to improve results. - Foster strong relationships with clients to ensure customer satisfaction, retention, and loyalty. - Stay up-to-date with industry trends, product knowledge, and regulatory requirements to maintain a competitive edge. - Collaborate with other departments, such as marketing and operations, to align sales strategies with business objectives. - Analyze sales data and market insights to identify opportunities and optimize sales performance. Candidate Qualifications : - Previous sales experience: Proven success in a sales role, preferably in life insurance or a related industry. - Experience: A minimum of 1-2 years of experience in managing sales teams. - Excellent communication, interpersonal, and presentation skills. - Strong sales acumen, negotiation skills, and ability to close deals. - Results-driven, with a track record of achieving sales targets and expanding customer bases. - Ability to lead, motivate, and develop high-performing sales teams. - Strong analytical and problem-solving skills, with the ability to interpret sales data and market insights. - Bachelor's degree in a related field, such as business administration, marketing, or finance. We Offer: - Competitive salary and benefits package - Immense growth opportunities - Chance to make a significant impact in the organization - Collaborative and dynamic work environment
Posted 2 months ago
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