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1.0 - 5.0 years
2 - 3 Lacs
Mumbai
Work from Office
About The Role Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Fresher"s can apply
Posted 3 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Meerut
Work from Office
About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate
Posted 3 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Pune
Work from Office
About The Role Description for Internal Candidates To source customers for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process.Qualifications ExternalPost-graduate or graduate with appropriate experience (at east 1 year experience in liabilities sales preferred) Hardcore sales mentality. Primary motivation from achievement of targets. A hunter by orientation. Should be well groomed and presentable with ambassadorship qualities.
Posted 3 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Ernakulam
Work from Office
About The Role Branch Relationship Manager - BRANCH BANKING - Branch BankingJOB ROLEDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred
Posted 3 weeks ago
7.0 - 12.0 years
2 - 4 Lacs
Hyderabad
Work from Office
About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player . Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.
Posted 3 weeks ago
7.0 - 12.0 years
7 - 11 Lacs
Warangal
Work from Office
About The Role Regional 360 Manager Job Name R360M Regional 360 Manager Department Retail Liabilities Branch Banking Reporting Relationships Zonal 360 M RBH Grade M5 M6 R360Manager is a Regional role that revolves functioning below core objectives at Region/Zone level Driving Health Score for RL-Branch Banking portfolio through Regional Leadership across the Regions/Zones. Regional Channel Drives & Analytics support to Region with an objective to help to achieve their topline budgets through analytical insights. Digital Adoption & Digital Txns drive across the LOBs Portfolio quality movement & driving awareness of Analytical tools to Channel Support to Areas/Regions to drive and review performance on Health Parameters for managed portfolio, Driving Digital adoption and identify the areas of improvement with AM/RBM. Draw an operational plan to drive portfolio Health targets and ensure that the key aspect of customer engagement through granular book coverage is achieved with special focus on digital banking and consumer assets product . Regional Channel Campaigns Drive & Analytics support to Region Zone with an objective to help Branches/Area/Region to achieve their topline budgets through analytical insights by providing product level Opportunities/Potentials, EBT or Business Enablers etc. drive. Intelligent analytical insights to contribute towards achievement of product level top line targets across the zone and support Regions/Areas by providing Product level data opportunities through Local/ Central level campaigns and use EBTs (Event Based Triggers) as an opportunity tool to generate business out of it. Drive Channel Campaigns in the Area/Region across LOB"s through Central Local level designed campaigns. Data support for the same would be provided by the HO/Analytics team. Drive adaptability of Analytical tools for the channel including Reliability, PMPT, UNICA & EBT triggers etc. in the zone across all Regions/Areas. Drive Interact/Reliability/CRM adoption across all areas and Regions in Zone. All the data support would be taken care by Central Team and R360Ms/Z360Ms to ensure no CRN level data to be distributed across the Area/Regions.
Posted 3 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Faridabad
Work from Office
Job Role: Responsible for NTB acquisition of customers. 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 higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Job Requirements: Blend of service and sales orientation MBA Graduate
Posted 3 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Hisar
Work from Office
About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate
Posted 3 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Varanasi
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred
Posted 3 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Mumbai
Work from Office
About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate
Posted 3 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Mumbai
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred
Posted 3 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
About The Role JOB ROLE Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for New To Bank- customer and cross sell various products like TD/MF/ CASA/Gold. Ensuring regulatory and procedural compliance To co-ordinate the audit of the branch Ensuring service excellence to enhance portfolio, control retention and better cross sell Authorize and check RO SO entries Check end products Check vouchers to clear transactions of Rs. 10 lakhs & above Vault Key custodian JOB REQUIREMENT MBA/Graduate Minimum work exp. 5 years Customer service oriented Meticulous Eye for details Ability to manage and motivate front office staff. Thorough overall understanding of banking Graduate/MBA Graduates with 5-8 years" experience Should possess customer orientation and team leader qualities
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Amritsar
Work from Office
About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Chennai
Work from Office
About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years
Posted 3 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
Nagpur
Work from Office
Axis Bank is Hiring: Sales Executives CASA (Nagpur Cluster) Position: Sales Executive – CASA (Current Account/Savings Account) Cluster: Nagpur Job Description: Axis Bank is looking for passionate and result-driven professionals for CASA Sales. The role involves acquiring new customers for current and savings accounts through direct field sales, building relationships, and achieving monthly targets Eligibility Criteria: Graduation (in any stream) is mandatory Minimum 1 year of experience in field sales (any industry) Good communication and interpersonal skills Must be open for outdoor/field work
Posted 3 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Bengaluru
Work from Office
Role Purpose As a trained Scrum Master, you are responsible for facilitating a Scrum team and are accountable for removing impediments of the team to achieve the sprint goals/deliverables. You are responsible to ensure that the Scrum process is used as intended. A key part of your role is to protect the development team, allow the teams to be self managed, foster collaboration across teams and keep them focused on the tasks at hand. Do Is accountable for meeting Sprint objectives along with scrum team Ensure meeting of sprint commitment Own and help resolve impediments of the team Help PO adopt Scrum Process properly and ensure PO availability Support the PO in maintaining the Product Backlog, defining User Stories and Acceptance Criteria Facilitate estimation, backlog refinement and all planning ceremonies Ensure that DOR, DOD, Acceptance criteria is available and adhered to Ensure MoSCoW adherence of Sprint Backlog at the Sprint level Accountable for the correct implementation of the Agile Process Protect the team from external interference. Facilitate technical assistance to the team and enables clear communication amongst the team members Participate in Scrum of Scrum across teams and highlights impediments Provide feedback on the team members performance to the Agile Line manager and Agile Program Leader Facilitate all the Scrum Ceremonies (Planning, Daily Standup, Grooming, Demo, restrospection) and ensure correct adoption Ensure updating of all Scrum artifacts Ensure ALM tool (either client or Wipro) is updated on a daily basis Update key Scrum metrics into Wipro internal tool on a Sprint-by-Sprint basis Analyse key Scrum metrics and take corrective actions Create competency improvement and cross-skilling plan for the team (by the start of the project). Review monthly and ensure improvement in competency score. Ensure multiskilling for at least 50% of the team. Help team attain stable velocity within 6-8 sprints (allowing for 10% variation either way) Train team on the proper adoption of Agile processes (Scrum / XP / Kanban) Help in adoption of engineering practices like ATDD, TDD, CI, CD, Refactoring Record and own the restrospection actions Participate in community of practice initiatives Provide inputs to the Line manager for internal quality forums (QIC / APR / QBR / MBR etc.) Mandatory Skills: Retail Banking.: Experience: 5-8 Years.
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Pune
Work from Office
About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years
Posted 3 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Bhilai
Work from Office
About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate
Posted 3 weeks ago
0.0 - 4.0 years
1 - 4 Lacs
Pune
Work from Office
Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Mandatory Skills: Retail Banking(Card Operations).
Posted 3 weeks ago
3.0 - 8.0 years
5 - 8 Lacs
Ernakulam, Kottayam
Work from Office
Greeting from HDFC Bank!! Inviting applications from women to be part of HDFC Bank a workplace beyond gender biases where ability matters not your gender. Job Locations: Across Kerala Note: Candidates having 1+ years experience need to apply. We are currently looking for dynamic female professionals for the following roles: 1) Personal Banker Sales 2) Personal Banker Classic 3) Relationship Managers 4) Branch Managers 5) Authorizers Job Purpose To build and manage relationship with Classic/preferred/ Imperia/ Infinity program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling. Please share updated resume on raisu.mathew1@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Interested candidates directly walk-in at HDFC Bank Zonal Office, SL Plaza 2nd floor, Palarivattom, Cochin Interview Drive Date: 19th Jul'25 (Saturday) Timing : 10:00 AM to 01:00 PM
Posted 3 weeks ago
1.0 - 3.0 years
2 - 5 Lacs
Hyderabad
Work from Office
Role Purpose Associate Consultant is the first step in the consulting ladder. The role is responsible for completing high quality in-depth analysis and research to support successful completion of consulting projects. They will also support the practice through data collection, market research and analytics. The Associate Consultant must achieve high personal billability. Do 1. Consulting Execution I. An ambassador for the WIPRO tenets and values II. Client focused and tenacious in approach to solving and achieving client objectives III. Organizes work competently and ensures timeliness and quality deliverables IV. Develops understanding of best practice in given area and industry knowledge, and can apply this under supervision 2. Business development I. Ensures high levels of individual utilization achievement in line with the levels expected as part of the goal setting process II. Anchors market research activities in the chosen area of work III. Support sales activities as required as directed by the practice sales teams IV. Makes effort to start to understand WIPRO's core service and consulting offerings V. Helps identify additional sales opportunities and works with assignments /practice leadership to pursue 3. Thought Leadership I. Builds understanding and insight into chosen industry and technology trends II. Contributes to team thought leadership III. Ensures a track record is written up of own assignment and, where appropriate, ensures it is written up as a case study IV. Educate and build awareness in the team in Wipro guidelines on revenue recognition, pricing strategy, contract terms and MSA V. Ensure that the Performance Nxt is followed for the entire team a. Employee Satisfaction and Engagement i. Lead and drive engagement initiatives for the team ii. Track team satisfaction scores and identify initiatives to build engagement within the team 4. Contribution to Practice/Wipro I. Continually delivers all Wipro admin in a timely manner (timesheets, appraisals, expenses, etc.,) II. Is visible and engaged within own practice, proactively participates and makes a demonstrable contribution to internal activities III. Contributes to the IP and knowledge management of Wipro and GCG and ensure its availability on the central knowledge management repository or Wipro and GCG IV. Leverages tools, methods, assets, information sources, and IP available within the knowledge management platform V. Engages with other Consulting and delivery teams to enhance collaboration and growth VI. Makes use of common methods and tools which are proven to work Experience: Provide consulting leadership to accounts Support GCG Account Lead/Account team to grow consulting service portfolio Number of consulting deals in the account supported Grow the consulting talent Grow skills and capabilities to deliver consulting engagements in new industries, business themes, frameworks, technologies Self Development - Min 32 hrs on training in a year. Combination of online and classroom on new industries, new business themes, new technologies, new frameworks, etc. Build the consulting community Individual contribution to People Development and Collaboration Effectiveness Distinct participation in and demonstration of: Collaboration across GCG - through the contribution to cross-practice offerings, sharing of best practices, consulting community initiatives Knowledge Management - Number of Assets owned/contributed to Consulting Central Mandatory Skills: Retail Banking. Experience:1-3 Years.
Posted 3 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Pune
Work from Office
About The Role JOB ROLE Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for New To Bank- customer and cross sell various products like TD/MF/ CASA/Gold. Ensuring regulatory and procedural compliance To co-ordinate the audit of the branch Ensuring service excellence to enhance portfolio, control retention and better cross sell Authorize and check RO SO entries Check end products Check vouchers to clear transactions of Rs. 10 lakhs & above Vault Key custodian JOB REQUIREMENT MBA/Graduate Minimum work exp. 5 years Customer service oriented Meticulous Eye for details Ability to manage and motivate front office staff. Thorough overall understanding of banking Graduate/MBA Graduates with 5-8 years" experience Should possess customer orientation and team leader qualities
Posted 3 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Pune
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Pune
Work from Office
About The Role Job role Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
About The Role Job Role: Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement: Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented
Posted 3 weeks ago
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