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0.0 - 5.0 years

3 - 4 Lacs

Mumbai, Thane, Navi Mumbai

Work from Office

Job Opening: Phone Banking Officer (Bank Payroll) Location: Andheri / Thane / Noida Shift: Day Shift | Work from Office Salary: Up to 4 LPA (Based on Interview) Process: Inbound / Outbound Graduates (Freshers can apply) Call 9773553319 Simran Required Candidate profile Handle inbound and outbound customer calls professionally Assist customers with account queries, transaction details & basic banking services Escalate unresolved issues to the appropriate department Perks and benefits Bank Payroll Bonus Many more

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0.0 - 5.0 years

3 - 4 Lacs

Mumbai, Thane, Navi Mumbai

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Hiring for Multiple Roles! Phone Banking Officer Customer Relationship Manager Service Assurance Manager Escalations Manager Video KYC Officer Virtual Relationship Manager Personal Banker on Call Apply Now Call: 9022157571 Khyati 9082104424 Sanika Required Candidate profile No Field Job! Work from the bank’s own contact center handling customer queries over the phone. Knowledge of banking processes, credit cards, insurance, or mutual funds is a plus. Visit: www.hyfly.in

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4.0 - 9.0 years

3 - 7 Lacs

Bengaluru

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Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3)

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2.0 - 7.0 years

2 - 6 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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About the Company: Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent. Join us if you like: Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs. Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options. Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty. Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals. Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues. Participate in NRI client acquisition drives, events, and outreach programs as needed. Qualifications: Bachelor's degree A minimum 2 years of experience in NRI banking, wealth management or financial services. Strong knowledge of financial products relevant to NRI clients. Excellent client engagement and customer service skills. Strong interpersonal and communication skills. Key Skills: Knowledge of NRI financial regulations and products Client engagement and relationship management Customer interaction and communication What you get: A learning, collaborative, and cordial environment. A work-life integrated culture. Career progression plan aligned with company goals. An opportunity to directly interact with management and work under their mentorship. To feel valued and appreciated for your contributions to the organization.

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9.0 - 14.0 years

5 - 15 Lacs

Hyderabad, Chennai, Bengaluru

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- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com

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3.0 - 8.0 years

7 - 14 Lacs

Kollam

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Role & responsibilities Acquisition of NRI Accounts Preferred candidate profile Graduates with Min 1-2 Years of experience in NRI Accounts. Contact : 8590341293 / sibin.babu@aubank.in

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3.0 - 8.0 years

7 - 14 Lacs

Thiruvananthapuram

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Role & responsibilities Acquisition of NRI Accounts Preferred candidate profile Graduates with Min 1-2 Years of experience in NRI Accounts. Contact : 8590341293 / sibin.babu@aubank.in

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3.0 - 8.0 years

7 - 14 Lacs

Kochi

Work from Office

Role & responsibilities Acquisition of NRI Accounts Preferred candidate profile Graduates with Min 1-2 Years of experience in NRI Accounts. Contact : 8590641293 / sibin.babu@aubank.in

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1.0 - 5.0 years

3 - 6 Lacs

Chennai

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Job Location: Across Chennai- Job Roles: 1. Personal Banker Sales 2. Personal Banker Classic Role & responsibilities 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 Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Preferred candidate profile Candidate with minimum at least 3 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 05th July 25. Hdfc Bank Ltd, Ground Floor, Chozha Rajendra, No. 154, Jawarlal Nehru Road, Chennai-600106

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1.0 - 5.0 years

3 - 6 Lacs

Chennai

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Job Location: .Selaiyur, Madambakkam, Siruseri, Kovailambakkam,Chennai Job Roles: 1. Personal Banker Sales 2. Personal Banker Classic Role & responsibilities 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 Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Preferred candidate profile Candidate with minimum at least 3 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 05th July 25 - 10AM to 1PM HDFC Bank Ltd, 1St Floor, Kamalammal Complex, 187, Velachery Main Road, Selaiyur, Chennai -600073

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5.0 - 10.0 years

8 - 17 Lacs

Bengaluru

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Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) 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 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bengaluru - 560042 (Branch Code - 286) Date: 03rd July25 (Thursday) Time – 10:00 AM to 11:30 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

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4.0 - 9.0 years

5 - 15 Lacs

Mumbai

Work from Office

Openings with Leading BANK for the post of RELATIONSHIP MANAGER PREMIUM ACQUISITION / WEALTH RM/ Current Account RM/ BM Interested please reply back on 022 40697707/ 9137263337 and drop your CV at quotientconsultancy@gmail.com RELATIONSHIP MANAGER PREMIUM ACQUISITION (RM PA) Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. New to bank acquisition of high end current accounts through open market lead generation & closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies & guidelines such as KYC & AML Ensure successful onboarding of customer for a smooth transition to branch banking team. Activation of customer - Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. Activities for lead generation Cross sell - Lead generation/ basic enquiry, liaising with Branch Manager & product teams trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Please Revert with Updated CV MAHEK 022 40697707/ 9137263337

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0.0 - 5.0 years

3 - 4 Lacs

Mumbai, Thane, Navi Mumbai

Work from Office

Hiring for Multiple Roles! Phone Banking Officer Customer Relationship Manager Service Assurance Manager Escalations Manager Video KYC Officer Virtual Relationship Manager Personal Banker on Call Apply Now! Call: 9022157571 Khyati 8080126356 Ekta Required Candidate profile No Field Job! Work from the bank’s own contact center handling customer queries over the phone. Knowledge of banking processes, credit cards, insurance, or mutual funds is a plus. Visit: www.hyfly.in

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2.0 - 7.0 years

4 - 5 Lacs

Kochi

Work from Office

Opening with Leading Bank in Cochin Designation: Premier Acquisition Manager Grade: Deputy Manager Location : Cochin CTC: up to 5.5Lacs Job Responsibilities: Selling the Banking products of CASA, GTA Accounts, CASA Value, TD, RD, SIP, LI, GI, Demat Accounts.Customer handling, Problem solving, Sales activities, Basic operations. Managing HNI catchment for Acquiring new Relationships Liabilities & Assets Tracking on NCA Quality and Value penetration Branch wise and Segment wise on weekly basis CASA Account Opening & Cross selling of third-party products Meeting the Customers for Services requirements though regular interactions Achieving monthly targets delivered required productivity Tracking AOF Rejections and KYC Compliance Increasing more NCA values account level doing proper attachments on opened accounts. 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 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

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5.0 - 10.0 years

8 - 17 Lacs

Bengaluru

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Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) 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 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bengaluru - 560042 (Branch Code - 286) Date: 03rd July25 (Thursday) Time – 10:00 AM to 11:30 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

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3.0 - 8.0 years

5 - 10 Lacs

Kolkata

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NRI Relationship Manager | Kolkata Upto 10L Role & responsibilities Manage and grow relationships with NRI clients Understand and fulfill NRI banking needs (NRE/NRO accounts, loans, investments) Cross-sell bank products and services Preferred candidate profile A graduate with minimum 3 years of experience in NRI banking relationship management. Apply Now!!

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1.0 - 6.0 years

5 - 12 Lacs

Bardoli

Work from Office

Role & responsibilities As a Relationship Manager - Wealth, specializing in Non-Resident Indian (NRI) clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals who are non-residents. Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential NRI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for NRI clients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with NRI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of NRI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios.

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8.0 - 13.0 years

8 - 15 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

Roles and Responsibilities HNW Portfolio Management (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 Desired Candidate Profile Min 5+ Years of relevant experience into Branch Banking Perks and Benefits Best in the Industry Job Location: Thane, South Mumbai (All Areas), Mumbai Suburbs, Navi Mumbai, Mumbai Central, Harbour Line Role: NR RM/ Wealth RM/ BRH (TL Role for Wealth) / BM (Branch Banking) Interested may contact on 8369106722 for more details or apply for the same. ***ONLY Relevant Candidates do apply*** Thanks & Best Regards, Anu Gupta Sr Recruitment Officer Talent Ahead India Pvt. Ltd. / IMSA India +91 8369106722 URL : www.talentahead.in , www.imsa-search.com

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2.0 - 6.0 years

1 - 2 Lacs

Hyderabad, Telangana, India

On-site

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/c's, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one-point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. 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. 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: Graduation Post-Graduation Certifications: AMFI Certification and IRDA Certification NCFM Certification (Optional) Notes (Any specifications apart from all mentioned above, to be communicated for the role)

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10.0 - 20.0 years

5 - 14 Lacs

Hyderabad, Chennai

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- 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

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2.0 - 7.0 years

1 - 5 Lacs

Chennai

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Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).

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7.0 - 12.0 years

8 - 14 Lacs

Noida

Work from Office

Note before you apply: Candidates with relevant Experience in team handling BFSI Market is must ., preferably form Virtual sales, telesales management - portfolio management Excellent communication in English only can apply Should have good years of experience in sales team leading If you meeting the eligible criteria please share your cv to Ganesa HR Whatsapp 8056659888 (Mention Unit Manager) All the Best ! Unit Manager - Priority About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Job holder needs to manage an outbound team across various Banking products. Outbound Team will be in partner payroll. Job holder expected to manage around 15+ member team Key Responsibilities Drive Sales, Productivity,Cross Sell, Cost to Income, profitability and growth of channel. 1.Train and Manage team of 15+ strong telecallers who will be engaged in selling of products to existing customers of the bank. Unit Manager will be Managing the team of VRM Priority. 2. Develop and implement effective sales strategy to achieve business objectives. 3. Guide, coach and motivate teams across locations for improved performance. 4. Drive productivity of the team. 5. Analyze business numbers to identify opportunities and GAPS for corrective actions. 6.Ensure delivery of the sales targets assigned for the respective line of business. 7. Improve existing processes to enhance productivity and overall performance of the team. Qualifications Optimal qualification for success on the job is: Post Graduate with more than 6 years of relevant experience. Role Proficiencies For successful execution of the job, a candidate should possess the following: Sound knowledge of retail banking products and process. Knowledge of digital banking channels like, Internet Banking, Mobile App. Leadership skills, Inter personal skills, Analytical skills. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.

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2.0 - 7.0 years

2 - 5 Lacs

Bengaluru

Work from Office

Virtual Relationship Manager NRI (Bangalore Whitefield) US - Night shift only Contact : Ganesa Subramanian Number / Whatsapp : 8056659888 About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service.Outbound Contact Centre envisages to provide a differential customer experience. About the Role Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of NRI Customers.The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped NRIportfolio.The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

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2.0 - 7.0 years

2 - 5 Lacs

Bengaluru

Work from Office

Virtual Relationship Manager NRI - Whitefield Bangalore Contact : Ganesa Subramanian Number / Whatsapp : 8056659888 Whatsapp your cv -mention VRM NRI Bangalore ., All the Best ! About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service.Outbound Contact Centre envisages to provide a differential customer experience. About the Role Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of NRI Customers.The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped NRIportfolio.The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

Posted 1 month ago

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2.0 - 7.0 years

4 - 9 Lacs

Bengaluru

Work from Office

Advise the NRI/HNI clients on their Investments and provide information about current market trends. Handling NRI/HNI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts. Cross selling of other financial products Good communication skills

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