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0.0 - 2.0 years

0 - 0 Lacs

bhopal

On-site

We are hiring "Relationship Manager" Location: Hoshangabad Road, Bhopal (462026) Working Hours: 9:00 AM to 6:00 PM Working Days: * Monday to Friday: Full day * Saturday: Half day * Sunday: Off Salary: 12,000 to 25,000 per month Responsibilities: * Manage and cultivate relationships with clients. * The specific responsibilities are not detailed in the image, but typically, a relationship manager's duties include client communication, issue resolution, and maintaining client satisfaction. Interested candidate please share your updated CV below: Email: hrsmartstepsakshi@gmail.com Whatsapp: 7880166858

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2.0 - 6.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

Job Description Job Title: B-2-B RM Reports to: Director Location: Andheri (East) Skills Required:  Good Communication & interpersonal skills.  Knowledge of MS-Excel, word, Power point.  Should possess strong networking & relationship building skills.  Should be result oriented & team player.  Energetic person with excellent analytical & multitasking abilities. Duties & Responsibility: B-2-B  Initiating and building distribution channel by appointing new distribution partners.  Understanding and offering various financial products to channel partners  Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and portfolio structuring for their investors.  Managing client AUM Across different financial products.  Ability to sustain business relationships through prudent & meaningful Advisory and prompt delivery with regards to key deliverables. Education and Experience: Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA an added advantage. 2 to 6 Years’ experience in channel management.

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1.0 years

0 Lacs

Noida, Uttar Pradesh, India

On-site

Job description https://imcinstitute.ae/- company website Job Title: Education Counselor Location: Noida , Bangalore Company: IMC ( International Management Consultancy ) Industry : Edtech About Us: IMC Institute is a premier provider of accredited training solutions, recognized globally for its top-tier programs tailored to meet industry standards. With affiliations like PMI and IASSC, as well as ISO certifications and global partnerships, we are committed to excellence in training delivery and certification. Join us on a journey of continuous learning and professional growth where excellence is the standard. Job Summary: We are looking for an experienced and dedicated Education Counselor to provide career and academic guidance to working professionals seeking to enhance their skills, qualifications, and career prospects through further education. The Education Counselor will offer personalized advice on suitable courses, certifications, and degree programs aligned with their career goals and aspirations. Key Responsibilities: Assess the educational and professional background of working individuals to understand their goals and identify relevant programs or certifications. Provide personalized guidance on selecting suitable courses, degree programs, and professional certifications that align with career development and growth. Advise on part-time, online, and flexible learning options for professionals with varying schedules. Assist clients in understanding admission requirements, application processes, and deadlines for educational programs. Guide professionals in identifying skills gaps and recommend courses that support skill enhancement and career advancement. Stay updated on industry trends, emerging fields, and new educational opportunities relevant to working professionals. Track student progress and provide ongoing support during the course enrollment process and throughout their academic journey. Develop and deliver workshops or webinars on professional development, upskilling, and continuing education. Qualifications: Proficiency in Spoken English Graduation Complete with a minimum of at least 1 year of work experience. Post Graduate (Preferred) Skills: Fluency in English communication Confident Presentable Assertive Nature Benefits: Various Rewards on deal closures. Chance to relocate internationally Enhanced professional personality Corporate Work Culture Paid time off Job Types: Full-time, Regular / Permanent Shift: Day shift Supplemental pay types: Performance bonus Quarterly increment Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Schedule: Day shift Supplemental Pay: Performance bonus

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1.0 years

0 Lacs

Chennai, Tamil Nadu, India

On-site

🚀 We’re Hiring! Join Prudent Corporate Advisory Services Ltd. 🚀 Are you passionate about financial markets and building strong business relationships? We have an exciting opportunity for a Relationship Manager – B2B (Stock Broking) at our Chennai Branch! About Prudent Corporate Advisory Services Ltd. Prudent is a leading financial services group with diversified verticals across Mutual Funds, Insurance, Broking, Fixed Income, Property, Loans, and other allied products. We are India’s 2nd largest national mutual fund distributor, managing over ₹1,00,000 crore in assets. With a vast network of 119 branches across 21 states, 1,300+ employees, and over 29,000 mutual fund distributors, we provide cutting-edge financial solutions and empower our partners with extensive resources. Role: Relationship Manager – B2B (Stock Broking) 📍 Location: Chennai 💰 Salary: As per industry standards 📝 Experience: Minimum 1 year in broking/financial markets Key Responsibilities: ✅ Build and maintain strong relationships with Authorized Partners (APs). ✅ Drive business growth and enhance partner revenue. ✅ Provide training, mentoring, and activation support for business partners. ✅ Ensure compliance with regulatory and procedural standards. ✅ Promote stock broking products like Smallcase, Stock SIP, MTF, Investments & Trading. ✅ Engage, motivate, and develop business partnerships. ✅ Deliver service excellence and meet key business KPIs. Requirements: 🔹 Minimum 1 year of experience in broking/financial markets. 🔹 Strong communication & relationship management skills. 🔹 Good knowledge of financial markets & trading. 🔹 Comfortable working in a target-driven environment. 🔹 Fluent in Tamil & English (additional South Indian languages are a plus). 📩 Interested? Apply now or DM me for more details! If you know someone who’d be a great fit, tag them in the comments! #Hiring #StockBroking #BusinessGrowth #FinancialMarkets #ChennaiJobs #CareerOpportunity #prudent #PrudentCorporate

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2.0 years

0 Lacs

Lucknow, Uttar Pradesh, India

On-site

Urgent Hiring || Sr. Relationship Manager || Position: Sr. Relationship Manager Experience- 2 + years Ctc- upto 10 lpa (Depend on the interview) Working Days- 6 days Locations: Indore/Lucknow/Patna/Mumbai/Pune/Bangalore Job Responsibilities: Relationship Manager should have a good demographic understanding of IFA’s/HNI/UHNI families across the state and cities. A good working relationship with IFA’s is extremely important. Business Development - New Partner Acquisition Conduct training & Create awareness among partners & Clients for above mentioned financial products. Responsible for product targets & revenue Salf- motivated, responsible with convincing power. Good communication skills. Desired Experience: MBA / PGDBM / Graduate candidates with 2+ years of relevant experience Business Development - New Partner Acquisition Generate Business across Bonds & third party products through Partners Conduct training & Create awareness among partners for various financial products Responsible for product targets & revenue A good working relationship with IFA’s is extremely important. Key Skills: - Prior Experience of handling B2B Channel - Excellent Communication - Market & Product Knowledge

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0 years

0 Lacs

Noida, Uttar Pradesh, India

On-site

Job Summary We are looking for high-performing Sales managers to help us meet our customer acquisition and revenue growth targets by keeping our company competitive and innovative. You will be responsible for maximizing our sales team potential, crafting sales plans and justifying those to plans to the upper management Responsibilities: • Connect and engage with pre generated leads via outbound calls • Sourcing of Leads • Reach out to new customers and explain them about the products • Actively seek out new sales opportunities through cold calling, networking, and social media • Set up meetings with potential clients and listen to their wishes and concerns ∙ Initiate repeat sales by follow up phone calls from existing customers • Develop in-depth knowledge of products and services to make suitable recommendations based on customer needs • Developing comparative analysis of product and micromarket • Continually meeting and exceedingly daily/ monthly targets with respect to call volume and sales • Develop and manage prospective clients / customers interested to invest in the Company's Real Estate Product and ensure revenue generation enabling the Organization to meet its Business Plan & Objectives. • Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs • Identify emerging markets and market shifts while being fully aware of new products and competition status • Connect and engage with target group via outbound cases • Developing customer connect and to do customer need analysis • Performing below the line marketing activities and events Skills: • Prior experience in sales/business development/voice process will be preferred Freshers can also apply ∙ Passionate about sales • Good communication skills & Client handling skills • Ability to handle stress and rejection in soliciting clients • Flexibility with rotation offs and stretchable hours • Outlook-Properly groomed and formally dressed

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4.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

Key Responsibilities: Client Acquisition & Relationship Management Identify and acquire new clients through cold calling, networking, and referrals. Build and maintain long-term relationships with clients to enhance engagement and loyalty. Sales & Business Development Sell multiple financial products such as mutual funds, life and general insurance, home loans, personal loans, fixed deposits, and other investment options. Meet or exceed monthly sales targets and revenue objectives. Conduct financial needs analysis for clients and recommend suitable products. Portfolio Management Manage a portfolio of existing clients ensuring high retention and increased wallet share. Provide regular portfolio reviews and financial planning advice. Cross-Selling & Up-Selling Identify opportunities for cross-selling and up-selling across product categories. Maintain updated product knowledge to present relevant solutions to clients. Compliance & Documentation Ensure KYC compliance and proper documentation for all client transactions. Follow company and regulatory guidelines for sales and advisory services. Required Qualifications & Skills: Graduate / Post-Graduate in Finance, Commerce, or related field. Minimum 2–4 years of experience in financial product sales (mutual funds, insurance, loans, etc.). Strong knowledge of multiple financial products and market trends. Excellent communication, negotiation, and interpersonal skills. Ability to work under pressure and achieve targets. AMFI/IRDA certification preferred (or willingness to acquire). Key Competencies: Sales-driven mindset with a client-first approach. Strong networking ability. Analytical thinking and problem-solving. Self-motivated and result-oriented. ONLY CANDIDATES HAVING FINANCIAL PRODUCTS SALES EXP IN MUMBAI SHOULD APPLY. CTC Up to 6.5 LPA

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3.0 - 7.0 years

0 Lacs

Surat, Gujarat, India

On-site

About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate. About the Role We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 3-7 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products. Ensure service/ operational issues are solved and meet high service standards. Complete adherence to processes and compliance requirements. Required Skills Knowledge & understanding of Mutual Fund Industry. Experience in managing Institutional Sales, Retail, Banking and Distribution. Knowledge of all Mutual Fund compliances. Preferred Skills Perseverance, high on intrinsic motivation and driven by targets. Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups. Displays ability to think out of the box. Solution provider.

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5.0 - 10.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate. About the Role We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 5-10 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products. Ensure service/ operational issues are solved and meet high service standards. Complete adherence to processes and compliance requirements. Required Skills Knowledge & understanding of Mutual Fund Industry. Experience in managing Institutional Sales, Retail, Banking and Distribution. Knowledge of all Mutual Fund compliances. Preferred Skills Perseverance, high on intrinsic motivation and driven by targets. Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups. Displays ability to think out of the box. Solution provider.

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1.0 - 6.0 years

1 - 4 Lacs

Hyderabad, Telangana, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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1.0 - 6.0 years

1 - 4 Lacs

Ongole, Andhra Pradesh, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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1.0 - 6.0 years

1 - 4 Lacs

Karimnagar, Telangana, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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1.0 - 6.0 years

1 - 4 Lacs

Kadapa, Andhra Pradesh, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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1.0 - 6.0 years

1 - 4 Lacs

Hyderabad, Telangana, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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4.0 - 6.0 years

4 - 5 Lacs

Noida, Uttar Pradesh, India

On-site

Job Summary: We are looking for a dynamic and customer-focused Relationship Manager Credit Cards to drive the acquisition, retention, and growth of credit card customers. The ideal candidate will be responsible for managing relationships, driving card sales, enhancing customer experience, and ensuring portfolio quality. Key Responsibilities: Identify and acquire new customers for credit card products through field visits, referrals, leads, and cross-selling. Maintain and grow relationships with existing credit card customers to ensure usage, retention, and customer satisfaction. Explain product features, benefits, and eligibility criteria clearly and confidently to customers. Achieve monthly sales targets for card issuance and usage. Collaborate with internal teams like operations, risk, and customer service to ensure smooth onboarding and servicing. Monitor credit card usage behavior and suggest upgrades or value-added services. Address customer complaints, queries, and provide timely resolution. Ensure compliance with KYC norms, credit policies, and company guidelines. Maintain accurate records of customer interactions, applications, and follow-ups in CRM systems. Qualifications & Skills: Essential: Bachelor's degree in any field (preferably business, finance, or marketing). 13 years of experience in credit card sales or banking/financial services. Excellent communication, negotiation, and interpersonal skills. Customer-centric mindset with strong persuasion skills. Knowledge of credit card features, billing cycles, and regulatory guidelines. Desirable: Experience with HNI/UHNI clientele or co-branded cards. Familiarity with digital sales tools or lead management systems. Local language proficiency is a plus. Performance Metrics: Monthly credit card acquisition numbers. Activation and usage rates. Customer satisfaction scores (CSAT/NPS). Cross-sell and up-sell performance. TAT adherence and process compliance.

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3.0 - 7.0 years

0 Lacs

kochi, kerala

On-site

The primary objective of the role is to promote Progno products to New-to-Firm clients and crossdefine to existing clients for conversion, thereby contributing to User database generation & Topline fee growth. Your responsibilities will include client co-ordination, follow up with clients for target achievements, making outbound calls and mails to prospective customers, managing the entire Customer Care Team & all accounts given to you, and identifying areas for improvement and scope projects. You will be required to review the performance of the KPIs on a near term basis, manage financials of relationships, ensure engagement of channels and channel employees around business objectives & results, and develop & implement initiatives to motivate & retain high-performing talent. You should possess a confident and friendly telephone manner, ability to learn quickly by doing, accurate data inputting skills, excellent time management skills, and be a practical decision-maker with basic knowledge of finance & marketing. Smart individuals with sales skills, who can work with minimal supervision and under pressure, are preferred. Excellent verbal and written communication skills in Malayalam, English, and Hindi are essential. Proficiency in MS Excel, preferably with prior experience in Banking, Finance, or Third-Party Distribution Life Insurance sales, along with analytical skills in business planning and cost management is required. The ideal candidate should be a Graduate, Postgraduate, preferably MBA in Finance & Marketing, with a minimum of 3-6 years of experience in the SME Business function (Bank and NBFCs) with a degree/PG in finance, accounting, or another related field. Language skills in English/Hindi are mandatory, and regional language skills will be an added advantage. The shift for this role is in the morning from 9.30 am to 7.00 pm, and the location is Cochin, Kerala. If you meet the requirements mentioned above and are interested in this opportunity, please send your latest resume to hr@progno.co.in. Additionally, if you know someone who would be a perfect fit for this role, please encourage them to apply.,

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0 years

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Rohtak, Haryana, India

On-site

This job is provided by apna.co To derive Insurance Business from assigned Relationship/Channel partner in an area, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre- and post-sales support and services to the relationship as well as to the clients. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

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0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

Job Description This job is provided by apna.co Job Description: We are hiring confident and career-focused female candidates for the role of Life Planning Officer. This is a unique opportunity offering fulltime job on company rolewith full-time income. Ideal for women looking to build a professional career with work-life balance. Key Responsibilities Understand clients' life goals and recommend suitable financial or insurance plans. Build and maintain strong relationships with clients through regular follow-up. Provide guidance on life planning, financial security, and goal-based investments. Conduct meetings (online or offline) with individuals or families to explain product benefits. Maintain client records and report daily activities to the team leader or manager. Participate in training programs for product knowledge and communication skills. Requirements Female candidates only. Minimum education: 12th pass or graduate. Good communication and presentation skills. Interest in financial planning, insurance, or client servicing. Basic computer knowledge (Excel, email, etc.). Freshers are welcome; training will be provided. Benefits Full time work, full-time income, company pay role Fixed salary + PF +Health facility,attractive incentives Flexible working hours (ideal for homemakers, students, or return-to-work professionals) Career growth opportunities in financial services Free training and certification support

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1.0 years

0 Lacs

Udaipur, Rajasthan, India

On-site

This job is provided by apna.co Designation : Relationship Manager Meet customers and explain different life insurance plans Suggest the right plan based on their family and financial needs Work on leads or do field visits to find new customers Achieve sales targets and earn incentives Candidate Profile Any Graduate required Min. 1 year exp. in Insurance / Life Insurance Sales Age : 21 to 32 Yrs. Good Communication Skills

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1.0 - 31.0 years

3 - 5 Lacs

Ahmedabad

On-site

Job Purpose: To make powerful and successful sales presentations in different settings To keep abreast with the organization's products and services To crack profitable deals and referrals to achieve sales targets. Job Responsibilities: 1. Achieve stretched targets in a result-focused environment. 2. Prepare pre-sales proposals for prospective clients. 3. Deliver inspiring sales presentations to convert prospects to successful sales. 4. Handle objections and resolve member/ customer conflicts by constantly connecting with them through member meetings. 5. Identify potential customers and new business opportunities. 6. Build and maintain strong client relationships and a high level of customer service. 7. Keep updated on new products and services. 8. Provide necessary support in booking first-time holidays for new members and generate quality referrals from them. Candidate Specification: Strong field sales experience (ready to work 6 days a week) Strong result orientation and execution excellence High energy and passion High customer centricity Experience in direct selling Qualification: Graduate and above

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0.0 - 31.0 years

2 - 3 Lacs

Kaikondrahalli, Bengaluru/Bangalore

On-site

Job Title: Relationship Manager Location: Kaikondrahalli, Bangalore Type: Full-Time | Work from Office Work Days: 6 days/week (Week off on weekdays) Shift: Day shift (9-hour login between 8 AM - 10 PM) About Company: NoBroker.com is the world’s largest C2C real estate platform with over 85 lakh users, backed by top global investors. Headquartered in Bangalore with a 4000+ member team. Responsibilities: Manage relationships with paid customers Assist customers in finding tenants/houses Handle inbound/outbound calls Upsell/cross-sell services Ensure customer satisfaction through timely support and follow-up Maintain communication protocols and provide regular updates Qualification: Any UG degree (e.g., BBA, B.Tech, BA) Excellent communication skills (English + Hindi/South Indian language) Good interpersonal, analytical & decision-making skills Proficient in MS Office Perks and Benefits: ₹1 lakh annual health insurance (company-paid) Free lunch & snacks Monthly rewards & recognition Promotions every 6 months (up to 4 times/year based on performance) Fast-track growth – potential to become Unit Head in 3 months Team parties & annual outings About Training: Initial training provided to understand tools and processes.

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0.0 - 31.0 years

2 - 3 Lacs

Bengaluru/Bangalore

On-site

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0.0 - 31.0 years

1 - 3 Lacs

Chennai

On-site

🔹 Job Title: Relationship Manager - is responsible for acquiring and managing customers for Home Loan (HL) and Loan Against Property (LAP) products in the retail sector. This role involves building strong relationships with clients, sourcing new customers, and guiding them through the loan application and approval process. The officer will be expected to meet sales targets, ensure compliance with industry regulations, and provide exceptional service to all customers. 🔹 Experience: Min 6 months to 2 Years 🔹 Employment Type: Full-time - Field Job Job Responsibilities:- * Responsible for ensuring the achievement of sales targets (LAP) * Responsible for generating prospective sales lead * Responsible for generating direct lead (No DSA sourcing, only direct) * Responsible for making cold calls & generating leads from database * Coordinating with underwriting team for processing of application. * The candidate should have a minimum experience of 6 months of Banking/Finance industry/DSAs. * The candidate must have experience of LAP product of at least 6-7 months. * Should have experience of similar loan products i.e., home loan, mortgage, PL, secured, etc. * Only male candidates are preferred. * The candidate should be an experienced one with no gap. * If candidates are handling PL product, then they should be handling high ticket size. Work: Desired Candidates profile: * Thorough understanding of Secured loan, Lap. * The candidate should have a minimum experience of 6 months. * The candidate should have ability to handle sales call independently. * The candidate must have experience into cold calling * The candidate must have good Interpersonal Skills and Personality. * Ability to effectively Understand & communicate the product. * Good interpersonal, relationship management, customer service, and rapport building skills. * Ability to prioritize, multi-task, delegate, and proactively resolve problems * Good knowledge of local language

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0.0 - 31.0 years

1 - 3 Lacs

Thullur, Guntur

On-site

🔹 Job Title: Relationship Manager - is responsible for acquiring and managing customers for Home Loan (HL) and Loan Against Property (LAP) products in the retail sector. This role involves building strong relationships with clients, sourcing new customers, and guiding them through the loan application and approval process. The officer will be expected to meet sales targets, ensure compliance with industry regulations, and provide exceptional service to all customers. 🔹 Experience: Min 6 months to 2 Years 🔹 Employment Type: Full-time - Field Job Job Responsibilities:- * Responsible for ensuring the achievement of sales targets (LAP) * Responsible for generating prospective sales lead * Responsible for generating direct lead (No DSA sourcing, only direct) * Responsible for making cold calls & generating leads from database * Coordinating with underwriting team for processing of application. * The candidate should have a minimum experience of 6 months of Banking/Finance industry/DSAs. * The candidate must have experience of LAP product of at least 6-7 months. * Should have experience of similar loan products i.e., home loan, mortgage, PL, secured, etc. * Only male candidates are preferred. * The candidate should be an experienced one with no gap. * If candidates are handling PL product, then they should be handling high ticket size. Work: Desired Candidates profile: * Thorough understanding of Secured loan, Lap. * The candidate should have a minimum experience of 6 months. * The candidate should have ability to handle sales call independently. * The candidate must have experience into cold calling * The candidate must have good Interpersonal Skills and Personality. * Ability to effectively Understand & communicate the product. * Good interpersonal, relationship management, customer service, and rapport building skills. * Ability to prioritize, multi-task, delegate, and proactively resolve problems * Good knowledge of local language

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1.0 - 31.0 years

1 - 5 Lacs

Guntur

On-site

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

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