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1.0 - 2.0 years
3 - 5 Lacs
Anand
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 customers 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 - 5 Lacs
Ernakulam
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 customers 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 - 5 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 customers 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
3.0 - 8.0 years
6 - 12 Lacs
Pune
Work from Office
OTJob Openings in a Pvt. Bank Locations: Pune Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients Share CV at amisha.agrawal@v-konnect.com OR Whatsapp or call at 8109429473
Posted 1 month ago
3.0 - 8.0 years
6 - 12 Lacs
Gurugram, Delhi / NCR
Work from Office
OTJob Openings in a Pvt. Bank Locations: Delhi, Gurgaon Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients Share CV at amisha.agrawal@v-konnect.com OR Whatsapp or call at 8109429473
Posted 1 month ago
8.0 - 12.0 years
10 - 15 Lacs
Jodhpur
Work from Office
Role & responsibilities To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024
Posted 1 month ago
2.0 - 7.0 years
5 - 11 Lacs
Jodhpur
Work from Office
Role & responsibilities Preferred candidate profile
Posted 1 month ago
5.0 - 10.0 years
6 - 16 Lacs
Pune, Surat, Bengaluru
Work from Office
Focus on running all business channels through the Distributors, Independent Financial Advisors (IFAs), Banking Partners and direct customer’s segment. Handling Branch and leading the team.
Posted 1 month ago
1.0 - 2.0 years
3 - 7 Lacs
Thane
Work from Office
Job Role: Handling customer queries calls for Credit Cards Card Cancellation (L2 calls). Should have complete knowledge about Credit Card Process Adhering to agent-level Service Level Agreements (SLAs) specified by the process. Ensuring adherence to time schedules (Turn Around Time). Completing the logs specified by the process (End-of-day target). Adhering to Information Security norms and quality process norms. Staying updated and complying with any updates about the process. Acting on feedback given by Team Leader/Team Coach or Quality, or on coaching provided to the team as guidelines for improving performance. Providing inputs to improve work procedures that can enhance overall team performance. Graduate. At least 1-2 years of experience, with at least 6 months in a customer service role. Understanding of the call centre industry is an advantage. Excellent communication skills Verbal & Written. Flexible to work 24/7 (For Females: 7 AM till 8 PM) including Sundays/holidays. Flexible to get scattered 8 Week Offs in a month with 9-hour shifts. Good listening skills and strong communication abilities. Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude and work with integrity. Team Player, collaborative, and self-motivated, including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers, and customers.
Posted 1 month ago
0.0 - 4.0 years
4 - 8 Lacs
Thane
Work from Office
Assisting in resolving customer queries. Contacting potential or existing customers to inform them about a product or service using scripts Answering questions about products or the company Asking questions to understand customer requirements and close sales Providing information to customers. Monitoring sales performance. Closing sales deals. Keeping a record of calls and relevant details. Go the extra mile to meet sales quota and facilitate future sales Keep records of calls and sales and note useful information Make sales or recommendations for products or services that may better suit customer needs Adhere to all company policies and procedures Graduate with decent English communication. Candidate should have a pleasing personality and should be presentable. Should be dedicated and display integrity. Willingness to learn with an attitude of continuous improvement. Willing to work in rotating shifts 811 Digital Outbound Officer EXPERIENCEKotak Mahindra Bank, Noida Sr. Manager-Talent AcquisitionNov 2022 - PRESENT Handling the hiring for pan India on contact center for Front level and mid-level. Spoc for multiple Business Vertical which includes Premium Process. Handling End to End Recruitment of Contact Centre bulk hiring for Premium process through diverse channels and closing 80-100 numbers ever month. Also taking care of support level of hiring for Mumbai Centre. Developing customized sourcing strategies keeping in mind cost of hire, delivery TAT, candidate profile and resources thereby ensuring 100% fill rate as per requirements and compliance standards. Reviewing pre-Joining pre joining checks and documentation as per the compliance requirements of the organization and maintaining 100% adherence. Maintain MIS to analyze the quality of the hiring done in the zone. Managing active base of vendor/Consultancies which includes frequent interaction to understand the challenges been faced at their end, If any & smoother processing of their payments without delay. Ensuring smoother on boarding & exit processes been followed without fail & analyse the candidates self-experience through questionnaire filled by him/her at both stages. HDB financial Services, Noida Centre HRJan 2019 - Oct 2022 Handling end-to-end mid to senior recruitment through Job Portals, Referrals, Consultants and Internal Company Database. Identifying future staffing needs. Responsible for effective manpower planning for Non-IT positions like Marketing, Legal, Customer Experience, and Sales & HR Professionals. Sourcing via diverse channels like Job portals, LinkedIn and referencing to maintain a healthy sourcing mix. Preliminary screening and conducting first stage interview. Pre & post offer documentation, Negotiating with candidates Formulating the salary structure of new hires. Preparing and issuing offer letters, appointment letters & confirmation letters. Background verification, Joining formalities, induction for all the new hires. Ensuring smooth on-boarding process and making new hires familiar with the organizational goals and objective Building effective and trustworthy relationships with employees. Interacting and meeting employees to understand challenges and grievances to resolve the same. Currently acting as a first level of escalation for all employee-related queries. Maintaining healthy internal communications and ensuring proper channels for the escalations. Organized many employee communication forums like One on One Interviews, Skip level meeting, project team meeting etc. Organized fun activities at the location level. Planning & execution of monthly engagement events. Taking new initiatives to boost employee morale and engagement level. Conducting exit interviews. Sharing all the Full and Final inputs with the payroll team to process. Ensuring healthy separation and issuing relieving letters. Indiamart Intermesh Ltd., Noida Executive- Talent AcquisitionSept 2017 -Jan 2019 Work with the Talent Acquisition team along with hiring managers/stakeholders to assist in ongoing recruitment efforts. Identify future talent needs and proactively recruiting and sourcing; develop talent pool or social engagement. Manage the recruitment process and life cycle, including initial assessments, interviews, documentation and offers. Searching candidates according to the requirement through various recruitment methods such as Portals, Head hunting and referencing. Pre & Post offer documentation, Issuing offer letter & appointment letter. KAZO Fashion Private Limited, Noida Management Trainee Talent Acquisition & Talent ManagementNov 2016- Sep 2017 Handled role of HR leader where I have to foster people centric approach which enable to deliver organization goals in a healthy work culture, single point of contact for sales team for any of their business needs or grievance redressal. Acting as a bridge between Business Head and Sales Managers via effective communication of the message vice versa . Worked in close cohesiveness with the Sales Team, looking after their business needs including manpower. Annual Manpower Planning budgeting and adherence to the same Responsible for entire life cycle management for pan India Sales and HO employees - Recruitment, On boarding, Compensation, Performance Management, Exit Management. SKILLS HR Policy Execution Recruitment/Talent Acquisition Induction/orientation Training & Development Employee Relations / Welfare Employee Engagement Payroll Management Grievance Handling AWARDS Go-Getter Award at HDB Financial Services(2021) Employee of the Month at HDB Financial Services(2019) EDUCATION MSW(HR), Kurukshetra University(2014-2016) B.Com, Delhi University(2012-2014) 12th from CBSE Board(2012) 10th from CBSE Board(2010)
Posted 1 month ago
0.0 - 4.0 years
4 - 8 Lacs
Noida
Work from Office
Assisting in resolving customer queries. Contacting potential or existing customers to inform them about a product or service using scripts Answering questions about products or the company Asking questions to understand customer requirements and close sales Providing information to customers. Monitoring sales performance. Closing sales deals. Keeping a record of calls and relevant details. Go the extra mile to meet sales quota and facilitate future sales Keep records of calls and sales and note useful information Make sales or recommendations for products or services that may better suit customer needs Adhere to all company policies and procedures Graduate with decent English communication. Candidate should have a pleasing personality and should be presentable. Should be dedicated and display integrity. Willingness to learn with an attitude of continuous improvement. Willing to work in rotating shifts 811 Digital Outbound Officer EXPERIENCEKotak Mahindra Bank, Noida Sr. Manager-Talent AcquisitionNov 2022 - PRESENT Handling the hiring for pan India on contact center for Front level and mid-level. Spoc for multiple Business Vertical which includes Premium Process. Handling End to End Recruitment of Contact Centre bulk hiring for Premium process through diverse channels and closing 80-100 numbers ever month. Also taking care of support level of hiring for Mumbai Centre. Developing customized sourcing strategies keeping in mind cost of hire, delivery TAT, candidate profile and resources thereby ensuring 100% fill rate as per requirements and compliance standards. Reviewing pre-Joining pre joining checks and documentation as per the compliance requirements of the organization and maintaining 100% adherence. Maintain MIS to analyze the quality of the hiring done in the zone. Managing active base of vendor/Consultancies which includes frequent interaction to understand the challenges been faced at their end, If any & smoother processing of their payments without delay. Ensuring smoother on boarding & exit processes been followed without fail & analyse the candidates self-experience through questionnaire filled by him/her at both stages. HDB financial Services, Noida Centre HRJan 2019 - Oct 2022 Handling end-to-end mid to senior recruitment through Job Portals, Referrals, Consultants and Internal Company Database. Identifying future staffing needs. Responsible for effective manpower planning for Non-IT positions like Marketing, Legal, Customer Experience, and Sales & HR Professionals. Sourcing via diverse channels like Job portals, LinkedIn and referencing to maintain a healthy sourcing mix. Preliminary screening and conducting first stage interview. Pre & post offer documentation, Negotiating with candidates Formulating the salary structure of new hires. Preparing and issuing offer letters, appointment letters & confirmation letters. Background verification, Joining formalities, induction for all the new hires. Ensuring smooth on-boarding process and making new hires familiar with the organizational goals and objective Building effective and trustworthy relationships with employees. Interacting and meeting employees to understand challenges and grievances to resolve the same. Currently acting as a first level of escalation for all employee-related queries. Maintaining healthy internal communications and ensuring proper channels for the escalations. Organized many employee communication forums like One on One Interviews, Skip level meeting, project team meeting etc. Organized fun activities at the location level. Planning & execution of monthly engagement events. Taking new initiatives to boost employee morale and engagement level. Conducting exit interviews. Sharing all the Full and Final inputs with the payroll team to process. Ensuring healthy separation and issuing relieving letters. Indiamart Intermesh Ltd., Noida Executive- Talent AcquisitionSept 2017 -Jan 2019 Work with the Talent Acquisition team along with hiring managers/stakeholders to assist in ongoing recruitment efforts. Identify future talent needs and proactively recruiting and sourcing; develop talent pool or social engagement. Manage the recruitment process and life cycle, including initial assessments, interviews, documentation and offers. Searching candidates according to the requirement through various recruitment methods such as Portals, Head hunting and referencing. Pre & Post offer documentation, Issuing offer letter & appointment letter. KAZO Fashion Private Limited, Noida Management Trainee Talent Acquisition & Talent ManagementNov 2016- Sep 2017 Handled role of HR leader where I have to foster people centric approach which enable to deliver organization goals in a healthy work culture, single point of contact for sales team for any of their business needs or grievance redressal. Acting as a bridge between Business Head and Sales Managers via effective communication of the message vice versa . Worked in close cohesiveness with the Sales Team, looking after their business needs including manpower. Annual Manpower Planning budgeting and adherence to the same Responsible for entire life cycle management for pan India Sales and HO employees - Recruitment, On boarding, Compensation, Performance Management, Exit Management. SKILLS HR Policy Execution Recruitment/Talent Acquisition Induction/orientation Training & Development Employee Relations / Welfare Employee Engagement Payroll Management Grievance Handling AWARDS Go-Getter Award at HDB Financial Services(2021) Employee of the Month at HDB Financial Services(2019) EDUCATION MSW(HR), Kurukshetra University(2014-2016) B.Com, Delhi University(2012-2014) 12th from CBSE Board(2012) 10th from CBSE Board(2010)
Posted 1 month ago
3.0 - 8.0 years
4 - 7 Lacs
Mumbai
Work from Office
Job Role Handling concurrent customer queries / complaints primarily for the loans. Adhere to agent-level Service Level Agreement (SLAs) specific by the process Ensure adherence to AHT (Average Handling Time) 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 Provide inputs to improve work procedures that can enhance overall team performance. Need to provide end to end resolution to the customer complaint received at grievance or Nodal channel. Need to do out calling while resolving the customer queries or complaints. Graduate Need to be having a good product knowledge about the loans At least 18 months to 3 years of experience in loans or should be in customer service role. Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females: 7AM till 8PM) including Sunday/holidays Flexible to get scattered 8 Week Offs in a month. Good writing skills and strong communication abilities. Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers
Posted 1 month ago
3.0 - 4.0 years
4 - 8 Lacs
Nagpur
Work from Office
Job Role: Acquire new Corporate relationships Oversee a portfolio of assigned corporates Maintain highest level of relationship with the Corporate and key decision maker/s (KDMs) Develop new business from existing clients and actively seek new cross sell opportunities Operating as the lead point of contact for any and all matters specific to employees of corporates mapped Taking care of Salary processing for acquired/assigned Corporates Adhere to KYC guidelines and Bank process as laid down from time to time Ensuring strict adherence to service and quality benchmarks as prescribed by the Bank Job Requirement: Self-starter and energetic individual Sales focus in achieving defined targets Good communication and problem-solving skills Adhere to KYC, service quality and audit norms laid down as per Bank policy Graduate with 3-4 years of relevant experience (in Corporate/Institutional Sales preferred
Posted 1 month ago
3.0 - 4.0 years
4 - 8 Lacs
Bengaluru
Work from Office
Job Role: Acquire new Corporate relationships Oversee a portfolio of assigned corporates Maintain highest level of relationship with the Corporate and key decision maker/s (KDMs) Develop new business from existing clients and actively seek new cross sell opportunities Operating as the lead point of contact for any and all matters specific to employees of corporates mapped Taking care of Salary processing for acquired/assigned Corporates Adhere to KYC guidelines and Bank process as laid down from time to time Ensuring strict adherence to service and quality benchmarks as prescribed by the Bank Job Requirement: Self-starter and energetic individual Sales focus in achieving defined targets Good communication and problem-solving skills Adhere to KYC, service quality and audit norms laid down as per Bank policy Graduate with 3-4 years of relevant experience (in Corporate/Institutional Sales preferred
Posted 1 month ago
3.0 - 4.0 years
8 - 12 Lacs
Hyderabad
Work from Office
Job Role: Acquire new Corporate relationships Oversee a portfolio of assigned corporates Maintain highest level of relationship with the Corporate and key decision maker/s (KDMs) Develop new business from existing clients and actively seek new cross sell opportunities Operating as the lead point of contact for any and all matters specific to employees of corporates mapped Taking care of Salary processing for acquired/assigned Corporates Adhere to KYC guidelines and Bank process as laid down from time to time Ensuring strict adherence to service and quality benchmarks as prescribed by the Bank Job Requirement: Self-starter and energetic individual Sales focus in achieving defined targets Good communication and problem-solving skills Adhere to KYC, service quality and audit norms laid down as per Bank policy Graduate with 3-4 years of relevant experience (in Corporate/Institutional Sales preferred
Posted 1 month ago
3.0 - 8.0 years
10 - 20 Lacs
Ahmedabad, Bengaluru, Mumbai (All Areas)
Work from Office
Responsible for acquiring and managing affluent client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.
Posted 1 month ago
6.0 - 11.0 years
8 - 12 Lacs
Surat
Work from Office
Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and PL of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers verticals for new product development, service enhancements and sales initiatives.
Posted 1 month ago
6.0 - 11.0 years
6 - 10 Lacs
Kolkata
Work from Office
Sr. Sales Executive-Agri-Fin-Tractor Loans And Retail(TFE)-Marketing Branches Operations Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and PL of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers verticals for new product development, service enhancements and sales initiatives.
Posted 1 month ago
6.0 - 11.0 years
8 - 12 Lacs
Mumbai
Work from Office
Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and PL of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers verticals for new product development, service enhancements and sales initiatives.
Posted 1 month ago
6.0 - 11.0 years
8 - 12 Lacs
Surat
Work from Office
Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and PL of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers verticals for new product development, service enhancements and sales initiatives.
Posted 1 month ago
1.0 - 3.0 years
3 - 8 Lacs
Mumbai
Work from Office
Senior Relationship Manager-Retail Institutions-TASC & INSTITUTIONAL BUSINESS-Regional sales TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotaks dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc. Key Functions & Responsibilities: TASC Business segment comprises of Not for Profit Making Business Entities (other than Govt Departments - Central, State or Local Bodies) registered as Trusts, Societies, Sec 25/Sec 8 Companies, Cooperative Societies TASC Business Segment is further categorises into various Business Sub Segments which is a very large Universe for a TASC RM to work on Acquisition. The various Sub Segments are Education (Pre Schools, Primary Schools, Elementary Schools, Secondary Schools, Higher Secondary Schools, Colleges, Universities, Technology & Management Institutes, Professional & Technical Institutes, Coaching Institutes, Training Institutes, Examination Boards, etc), FCRA entities (those who have received permission from Ministry of Home Affairs to receive Foreign Donation), Cooperative Societies (Housing, Marketing & Credit Coop Societies), Hospitals, Clubs (Professional, Business, City, Sports, Lifestyle Clubs), NGOs & Foundations, Associations (Market, Trade, Professional, Industry, Sports Associations), Research Bodies, Religious Institutions (Temples, Gurudwaras, Mosques, Churches), Primary Agricultural Societies, CSR & Retirals (PF Trusts, Gratuity Trusts, Superannuation Trusts) Should have an eye for acquiring High Value relationships Should possess Negotiation Skills and requisite skill sets in making presentations to Senior Management for sealing Deals Create a rapport with the top management of all the clientele Good communication and presentation skills, negotiation skills with ability to interact with people at various levels of the organization and outside environment, strong sales and relationship management skills. Educational Qualifications: Should be a MBA/Graduate/Post Graduate having 1-3 years of similar profile
Posted 1 month ago
1.0 - 2.0 years
3 - 7 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 customers 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 - 7 Lacs
Jaipur
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 customers 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 - 7 Lacs
Pune
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 customers 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 - 7 Lacs
Belgaum
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 customers 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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