Get alerts for new jobs matching your selected skills, preferred locations, and experience range.
6.0 - 11.0 years
7 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 1 week ago
5.0 - 10.0 years
4 - 9 Lacs
Kochi, Thiruvananthapuram
Work from Office
Urgent Requirement - Leading bank RM with minimum 5 -10yrs of relevant experience in handling HNI/ NRI / Wealth portfolio from Banks, NBFC Firms can apply. Provide financial solutions to the NRI customers while maintaining high service standards. Required Candidate profile NISM and IRDA Certificate is Mandatory Must have handled portfolio before Graduation/ Post graduation from a recognized institute
Posted 1 week ago
1.0 - 5.0 years
2 - 4 Lacs
Kollam, Kottayam, Thrissur
Work from Office
Roles and Responsibilities 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 Desired 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 24 to 35 years Interested Candidates kindly share your cv to mohanraj.bhushnam@sbicapsec.com
Posted 1 week ago
4.0 - 7.0 years
5 - 9 Lacs
Chennai
Work from Office
Role & responsibilities We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service. - Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. - Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences. - Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives. - Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner. - Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services. - Stay up-to-date with industry trends, regulatory changes, and market developments affecting NRI banking, and incorporate this knowledge into client interactions and business strategies. - Achieve individual and team targets for NRI client acquisition, revenue generation, and customer satisfaction. Preferred candidate profile - Bachelor's degree in Business, Finance, or related field. - Proven track record of success in acquiring and managing NRI clients within the banking or financial services industry. - Strong understanding of NRI banking products, services, and regulatory requirements. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with NRI clients. - Demonstrated ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. - Proficiency in relevant software and CRM systems
Posted 1 week ago
5.0 - 10.0 years
8 - 15 Lacs
Chennai, Bengaluru
Work from Office
Hi, We have an excellent Opening in Leading Bank for NRI - RM Profile. Designation : NRI - Relationship Manager Location : Bangalore & Chennai Job Role : Individual Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotional and Lead generation activity for NR accounts to meet NR budget targets Assist and train the Branches on NR Product and Processes Handling all service requests for NR HNW customers Implementation of the Sales Process Managing / servicing existing client relationships and bring in new relationships through referrals/ active solicitation. Resolution of customer queries & complaints Client interaction will be on e-mail/ phone. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |
Posted 1 week ago
5.0 - 10.0 years
5 - 15 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore - J P Nagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition and Value Build Up Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model ) Ensure overall value enhancement from the portfolio of customers handled. Portfolio Management Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance Understanding the customer business and prepare customer profile Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries. Proactively monitoring balances and controlling attrition. Product and Market Penetration Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration Support catchment profiling for the branch for CA potential with the help of branch / sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation. Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch Increase SB , FD , RD , digital etc penetration to current accounts Customer Engagement Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process Product Customisation Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization). Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired. Customise current accounts to suit the requirement of the client and offer proper payment / collection solutions Operations Ensure forms are filled properly and processes within TAT Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Basic knowledge of banking products / services Good relationship management and presentation skills Effective communication and influencing skills Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services. Experience Required Minimum experience in years 5 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations HLIC Insurance CAM MF Fund houses personnel HSL personnel 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 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 11th Jun 2025 ( Wednesday) Time 10:00 AM to 12:00 PM Concern Person : Abhai Srivastava (HR Team) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com
Posted 1 week ago
10.0 - 20.0 years
6 - 16 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of SBL Relationship Manager-RBB Bangalore Job Locations: Bangalore ( EPIP ) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - SBL Relationship Manager-RBB Job Title : RBB-SBL Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager / RBH (as applicable) Location of role : Bangalore (EPIP) Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for demonstrating digital capabilities of the Bank to walk-in customer in and around the assigned Smart Banking Lobby with a view to address their banking queries / requirements through digital mode. SBL RM is also responsible for including HNI customers into the Classic /Preferred / Imperia 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. 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. To assist in conducting joint Promotional Activities within the SBL catchment with a view to enhance portfolio size of the Smart Banking Lobby Key Responsibility Areas : 6 8 Areas Activities Key Decision Making & Key Objectives Engagement SBL RM to take Key decisions associated with to day to day working of the mapped SBL , Customer contacts or outreach strategies , Promotional activities in and around the SBL etc Ensure all Key Objectives set by the Bank for SBL is met which includes Break-even of SBL , Monthly SBL targets , showcasing digital products and migrating customers digitally , Portfolio growth , Generate reference for setting up SBL and in sister concerns /associated Locations Sales/ Revenue generation from SBL Catchment (Non-portfolio Customers) Cross sell products to walk-in Clients in and around immediate catchment of the SBL including Liability , Asset , TPP , Cards etc Acquire family accounts of walk-in customers Promote and sell Straight Through Process (STP) products and Over the counter (OTC) products adopting a Service to Sale approach Generate reference for prospective Portfolio clients Actively take part and spear head promotional marketing activities conducted in SBL catchment to generate sales / Leads. HNW Portfolio management within and nearby SBL (Acquiring, Enhancing, Deepening and Retention) 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 Regularly meeting the Key people inside the catchment and increase their Banking relationship Promotional Activities / Operations and Process management To conduct Promotional activities atleast once in a month in and around SBL Catchment to generate sales and Leads of potential customer Error free documentation for all account opening and all customer instructions Ensure KYC / AML norms are adhered to at all points of time Ensure Notices in the SBL are updated To ensure general upkeep of SBL and SBL signages To report to the supervisor on Business outcome and general update on SBL Business / Service issue (if any) 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 (Portfolio + SBL walk-in) Ensure quality customer service is delivered to SBL customers and that customer queries and complaints are being resolved within TAT SBL Customers are informed about any regulatory or process change. Keep portfolio customers 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 Promoting WOW journeys and migrating customer to digital route for usage of products and services Ensure smooth transition of handover/takeover of the portfolio incase of a change 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 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 Regional / Local Marketing Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Notes (Any specifications apart from all mentioned above, to be communicated for the role) 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 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank, Manohar Plaza ITPL Main Road, Survey No 7/1 Katha No 418/1, Near Kudalahalli Gate BEML Layout, Brooke Fields Main Road ITPL Road, Bangalore 560066 (Branch Code - 1472) Date: 06th Jun25 (Friday) Time 10:00 AM 12:00 PM Concern Person: Abhai Srivastava - HR Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2
Posted 1 week 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: Bangalore - JP Nagar & Jayanagar Note: Candidates having 3+ 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 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 11th Jun 2025 ( Wednesday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com
Posted 1 week ago
4.0 - 9.0 years
5 - 8 Lacs
Bengaluru
Work from Office
Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences.
Posted 1 week ago
4.0 - 9.0 years
5 - 8 Lacs
Puducherry, Chennai
Work from Office
Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences.
Posted 1 week ago
4.0 - 9.0 years
5 - 10 Lacs
Gurugram
Work from Office
Dear Candidate, We are Hiring for Leading Bank - Gurgaon ONLY DIVERSITY/ FEMALE HIRING Designation : Elite & Platinum RM CTC : Upto 10-12 LPA Location : Gurgaon Role: Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the clients business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients Maintaining the service standards set by the bank in collaboration with the service support team Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients. Job Requirement: Ability to source High Value Business Banking Accounts Thorough knowledge of Current Account/Trade Account opening/transaction processes Strong Communication skills with assertive attitude Knowledge of Trade, Forex and Business Assets • Strong follow up ability & keenness Ability to spot opportunities in the portfolio for Upselling/Xselling bank products Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973
Posted 1 week ago
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 weeks 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 weeks 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 weeks 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 weeks 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 weeks 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 weeks 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 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Hiring for Below Role Phone Banking Officer Customer relationship manager Service Assurance manager Escalations manager Complaints Manager Virtual Relationship manager Personal Banker on Call Call 9082104424 Sanika 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 Perks and benefits Bank Payroll Bonus Many more
Posted 2 weeks 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 weeks 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 weeks 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 weeks 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 weeks 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 weeks 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 weeks ago
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