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6.0 - 11.0 years
7 - 13 Lacs
Pune, Maharashtra, India
On-site
Role Overview: The Team Lead Relationship Management is responsible for managing a team of Relationship Managers (RMs) across customer segments such as NR, Priority, and Burgundy. The role focuses on driving liability book growth, enhancing customer experience, ensuring strong portfolio quality, and mentoring RMs to meet business and service objectives effectively. Key Responsibilities: Team Leadership & Performance Management Lead a team of Relationship Managers and ensure achievement of targets related to liability book growth, fee income, and portfolio quality Provide clarity on business objectives and own the KRAs of all mapped RMs Conduct regular performance reviews and joint calls to support and monitor RMs progress Customer Experience & Service Excellence Guide RMs in delivering superior customer service and resolving customer complaints within defined TAT Ensure 100% customer coverage through deep engagement strategies Promote accurate customer profiling and segment fitment to maintain high portfolio quality Sales & Business Development Drive NTB and ETB growth in liability book and increase wallet share from existing customers Encourage cross-selling of both financial and non-financial products through regular engagement and operating rhythm Improve product-per-customer ratio by ensuring appropriate solutions and advisory are provided Training, Recruitment & Capability Building Recruit, train, and certify Relationship Managers on time as per role requirements Conduct knowledge sessions and ensure RMs are equipped with necessary tools, product knowledge, and customer insights Collaboration & Strategic Initiatives Work in alignment with Branch Heads, Cluster Heads, and Circle Business Managers to design and implement business action plans Collaborate with product teams like TPP, Assets, CBG, RFR, etc., to generate business from the mapped portfolio Support RMs in NTB acquisition through referrals and lead generation Governance & Process Monitoring Ensure strict adherence to sales and service processes defined by the bank Drive rhythm-based supervision, including regular cadence and reviews for sustained performance and customer engagement
Posted 2 weeks ago
3.0 - 8.0 years
4 - 9 Lacs
Bengaluru, Karnataka, India
On-site
Role & Responsibilities: Generate and grow CASA balances and fee income Scope and expand business from the existing portfolio and acquire New-to-Bank (NTB) clients by offering Transaction Banking solutions Demonstrate knowledge of digital banking products and services Provide need-based CMS (Collection & Payment) product solutions for corporate and government clients Gather market intelligence to understand segment performance and adapt strategies accordingly Provide inputs on sales and strategy to the product team for the development and innovation of transaction banking products and services Articulate and execute business strategies covering both product development and sales Collaborate with service delivery, operations, product, and internal stakeholders to deliver seamless solutions Identify and build strategic alliances to deliver innovative client solutions
Posted 2 weeks ago
1.0 - 5.0 years
0 Lacs
karnataka
On-site
As a Retail Liabilities Sales Team member, your primary responsibility is to achieve the business objectives of the branch by meeting the Value, Volume, and channel Productivity metrics. You will be expected to generate revenues through the sale of CASA, X-Sell, and Third Party Products like Insurance. Additionally, you will play a key role in sourcing High Value CASA customers and building Family Banking relationships. Your tasks will involve sourcing new customers through external individual efforts and acquisition channels, ensuring successful contact with 20 customers per day, and meeting with 4 customers/prospects daily. You will also be responsible for upgrading customers from lower product categories to higher ones. The ideal candidate for this role should possess good communication skills, be comfortable working in a full-fledged sales profile/NTB Acquisition, exhibit customer orientation, and have high energy levels with a strong motivation to succeed. Qualifications for this position include a graduation qualification in any stream. Candidates with 1-2 years of experience in NTB Sales Acquisition roles are encouraged to apply. The maximum age limit for applicants is 30 years. Join us in this dynamic role where you can contribute to the growth of the Retail Liabilities Sales Team and help us achieve our business objectives effectively.,
Posted 3 weeks ago
1.0 - 5.0 years
0 Lacs
maharashtra
On-site
As a Branch Relationship Manager - Business Development, your responsibility will be to achieve the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume, and channel Productivity metrics. You will be in charge of generating revenues through the sale of CASA, X-Sell, and Third Party Products like Insurance. Additionally, sourcing High-Value CASA customers and nurturing entire Family Banking relationships will be a key part of your role. You will be expected to source new customers through external individual efforts and acquisition channels. Ensuring successful contact with 20 customers per day and meeting 4 customers/prospects per day will be essential tasks. Moreover, upgrading customers from a lower product category to a higher one will also be a part of your responsibilities. The ideal candidate for this role should have good communication skills, be comfortable working in a full-fledged sales profile/NTB Acquisition, possess customer orientation, and exhibit high energy levels with a motive to succeed. Qualifications required for this position include a Graduation qualification in any stream. Candidates with 1-2 years of experience in NTB Sales Acquisition roles are encouraged to apply. The maximum age limit for applicants is 30 years. If you believe you meet the qualifications and possess the necessary skills and motivation, we welcome your application for the Branch Relationship Manager - Business Development role.,
Posted 3 weeks ago
5.0 - 10.0 years
0 Lacs
bhadrak
On-site
The Area Head - Group Loans position in the Rural Banking department involves the responsibility of maintaining high portfolio quality through efficient sales and collections processes. Your main focus will be on ensuring consistent growth in the portfolio while upholding compliance standards. Your key responsibilities will include sales and collections management of Joint Liability Groups (JLG), Micro Housing Loans (MHL), and related products. You must strive to achieve high collections efficiency across different buckets, with a target of over 99.7% in the current bucket. Additionally, acquiring new-to-bank (NTB) customers while retaining existing ones is crucial. You will be expected to drive portfolio growth by increasing customer numbers and disbursal amounts, all while upholding high compliance standards and conducting regular portfolio checks to minimize governance issues and process lapses. Apart from these primary responsibilities, you will also be accountable for providing excellent customer service to minimize escalations and implementing digital initiatives within the existing product range. As a managerial and leadership role, you will be required to build and lead a high-performance team, providing training to new hires and nurturing existing talent. Continuous guidance and support to your team members to help them progress to the next level will be essential, with a focus on minimizing attrition rates. To be eligible for this role, you should hold a Graduation degree in BA, BBA, B.Com, or B.Sc, along with a Post-Graduation degree in MBA/PGDM. A minimum of 5-10 years of relevant experience is required to excel in this position.,
Posted 4 weeks ago
5.0 - 10.0 years
8 - 12 Lacs
Mumbai Suburban, Mumbai (All Areas)
Work from Office
Job Role: Senior Sales Manager Below are the job responsibilities for the role: Business Acquisition • Acquires new customer for liability accounts and third party products by effectively managing the sales unit • Strives for cross-selling all products alongside the core product • Develops and continuously upgrades new innovative sales channels & techniques to maximize productivity • Strategies with CBL on prospecting and efficient & effective approach to client segments • Derives insights to competitor sales activities and effectively counter the efforts Team Management • Manages and motivates the sales team through support with lead generation and sales closure • Provides regular training on products and selling skills to the sales unit • Partners with respective HCM RM to Recruit staff for sales unit as and when required • Evaluates training programs available and recommend the appropriate programs for differential training needs Quality Focus • Implements the sales monitoring mechanism to measure the productivity of the team • Monitors the quality of sourcing of products to evaluate developmental needs of the sales team • Drives the sales system towards quality standards where risks are well controlled • Sets business standards for acquisition and effective cross sell People Management • M onitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. • Ensuring Training & Development • Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary Location- South Mumbai Interested Candidates directly Reach out at soniya.gupta@v-konnect.com Call /WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon
Posted 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
Thiruvananthapuram
Work from Office
Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer’s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria : Maximum 30 Years of age.
Posted 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
Tiptur
Work from Office
Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer’s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria : Maximum 30 Years of age.
Posted 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
Ludhiana
Work from Office
Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer’s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria : Maximum 30 Years of age.
Posted 1 month ago
1.0 - 2.0 years
3 - 4 Lacs
Mumbai
Work from Office
Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer’s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria : Maximum 30 Years of age.
Posted 1 month ago
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