324 Nri Jobs - Page 3

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

*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

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

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

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

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

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

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

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.

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.

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.

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

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

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

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Role & responsibilities Job Description for Relationship Manager-Insignia Preferred Banking Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement “Total Client Ownership”. Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years Interested candidates can reach out through (kavya.p@vipanyglobal.com/kavya.p-8341137995)

Dear Candidate, Urgent opening with leading Bank for Senior 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 qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Across Bangalore - 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 54/1, 06th Floor, Umiya Vellociti, Ballari Road Hebbal Bengaluru – 560024 (Landmark Near Manipal Hospital) Date: 24th May 2025 (Saturday) Time – 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

#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 #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. 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