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0.0 - 2.0 years
3 - 5 Lacs
Ambur, Alleppey, Ambasamudram
Work from Office
GRADE-O/AM-I/AM-II DEPARTMENT-MICROBANKING REPORTS TO -Assistant Customer Relationship Manager ROLE PURPOSE & OBJECTIVE Manages banking relationship with 650 families within the geographic area of control by offering full range of banking services Directly responsible to acquire new customers for Group Lending (GL) business and servicing existing customers Upsell loans to right customers and family members based on requirement and capacity to repay Offer and onboard Savings Accounts and other deposit products to customer, their family members and their references Deliver prompt customer services; be accessible to customers at all times for GL, IL and Family Banking queries Generate quality leads for cross-selling for third party products offered by Ujjivan Small finance Bank. Provide timely loan for eligible repeat and top-up customers. Adherence to the defined set of processes and circulars. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Portfolio Managed- 2 Cr Customers handled- 500 customers Number of portfolio products- Group Loan, Individual Loan, CASA, TD and TPP products KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Meet the set targets on Group Loans (GL) in terms of open market acquisition and repeat GL loans Convert GL customers, family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits (FD and RD) from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify, process and refer GL customers who can be potentially given Individual loans either unsecured /secured Share customer insights/product related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products (Loans GL, IL, Secured, Deposits & Insurance) offered by Ujjivan Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Ensure timely insurance claim settlement for his/her customers Resolve customer queries/pertaining to GL, IL & Family Banking within specified timelines Internal Process Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family Banking Group Loans: Fill customer profile forms, Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training (CGTs) Individual loans (for certified CROs): Analyze existing customer profile and repayment capacity, fill customer profile forms, Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms Coordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments, collection of deposits for savings accounts / fixed deposit, updates all transactions on True-Cell, an interface to track monetary transactions Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy Program Give the detailed field reports to ACRM and discuss field related issues Adherence to the defined set of processes and circulars. Learning & Innovation Maintain up to date knowledge of GL, IL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate Experience 0-1 year experience for Graduates Field Experience preferably in product sales, banking or collection Functional Skills Knowledge on unsecured products Basic Computer knowledge (MS Office, Outlook) / Ease of technology usage Is fluent in the local languages and has a working knowledge of English Behavioral Skills Product selling skills Willingness to travel & relocation as per business requirements and career opportunities Interpersonal skills Ability to interface (orally and in writing) with all levels of associates and customers Ability to manage teams and drive performance Training skills Competencies Required Building Relationship Driving Change Planning & Organizing Collaboration KEY INTERACTIONS INTERNAL EXTERNAL Micro Banking team Location-Alleppey,Ambasamudram,Ambur,Anupshahr,Arcot,Aruppukkottai,Athni,Attur,Bagalkot, Bengaluru,Belgaum,Ballari,Bhadravati,Bijapur,Bodinayakanur,Challakere,Chamarajanagar, Channapatna,Chengalpattu,Chennai,Cherthala,Chikkaballapura,Chikodi,Chintamani, Chitradurga,Coimbatore,Coonoor,Cuddalore,Cumbum,Davangere,Dharapuram, Dharmapuri,Dharwad,Dindigul,Ernakulam,Erode,Gadag,Gauribidanur,Gingee, Gobichettipalayam,Gokak,Gudalur,Kalburagi,Gundlupet,Hariharpara,Hassan,Haveri, Hosanagara,Hospet,Hosakote,Hosur,Jamkhandi,Kanchipuram,Kannur,Kanniyakumari, Karunagappally,Kochi,Kollegal,Koppal,Kothamangalam,Kottarakkara,Kottayam,Kovilpatti, Kozhikode,Krishnagiri,Kumbakonam,Maddur,Madurai,Magadi,Mangaluru,Mannargudi, Mapusa,Mayiladuthurai,Mettupalayam,Mysuru,Nagapattinam,Nagar,Nagercoil, Namakkal,Nanjangud,Nelamangala,Ooty,Ottappalam,Palakkad,Pandavapura,Panruti, Pappireddipatti,Paramathi-Velur,Paravur,Pattukkottai, Periyakulam, Piriyapatna, Puducherry, Puttur, Thrissur, Rajapalayam, Ramanujnagar, Rajanagaram, Ramanathapuram, Rasipuram,Salem,Sankarankoil, Sathyamangalam, Shikaripara, Shimoga,Sindhnur,Sira, Sivakasi,Shrirangapattana, Tambaram, Tenkasi, Thanjavur, Theni,Thiruvaiyaru,Thiruvallur,Thiruvananthapuram, Tiruvannamalai, Thiruvarur, Tiptur, Tiruchengode, Tiruchendur,Tirunelveli,Tirupathur, Tiruppur,Tiruchirapalli,Tumkur, Udumalaipettai,Udupi,Vaikom,Vasco Da Gama,Vellore,Viluppuram,Virudhachalam, Bailhongal,Bannerghatta,Gangavathi,Gangavati, Goa,Hebbal,Kunnamkulam, Marthandam, Palacode,Paravoor,Peenya,Vadalur,Yelahanka
Posted 2 hours ago
1.0 - 3.0 years
1 - 4 Lacs
Mumbai, Nagpur, Latur
Work from Office
JOB TITLE Officer - Gold Loan GRADE -AM-I DEPARTMENT -Gold Loan LOCATION-Latur,Mumbai,Nagpur,Nanded,Pune,Thane,Pimpri REPORTS TO -Area Head II. ROLE PURPOSE & OBJECTIVE Achieve and Exceed targets set for Number and Value of Gold Loans Primary contact for gold loan customers- pitching product to them, explain all details about product, collect required documents. Coordinate with Branch team ADO, BM, CRM, CCR, CROs, LOs and external members - BCs, DSAs leads etc. Resolve all field level queries of customer related to Gold Loan and manage regular collections. IV. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Daily/ Weekly /Monthly achievement of the targets set for gold loan, both in volume and value terms as established for the branch Call/ visit eligible customers, pitch them about product and collect leads
Posted 2 hours ago
1.0 - 6.0 years
3 - 8 Lacs
Hyderabad
Work from Office
You're ideal for this role, if You can manage a team of counsellors that would guide students with their career decisions You can instil empathy in your team to address all queries regarding NxtWave courses for potential learners and help them make a decision faster You've proven experience in driving the outcomes from a sales team in achieving revenue targets You're looking to work in the environment of a high-growth startup You're looking for a managerial role where you also find meaning in your work What will you be doing? Lead a team of Business Development Associates & sales representatives to achieve a given revenue target Continuously monitor and train the team to improve performance and conversions Counselling learning prospects, offering career advice, and providing a sense of how CCBP 4.0 Programs can accelerate their career. Establishing the effectiveness and uniqueness of CCBP 4.0 Programs. Taking responsibility for ensuring the entire sales closing life cycle for your assigned Sales Team. Phone/video calls, product demonstrations, sales closing, and post-sales relationship management fall under this category. Maintaining a detailed database of all the interactions with the leads and providing constant feedback on the quality of the leads to the respective team. Carrying weekly revenue and enrollment targets. Analysing and sharing active feedback about customer behaviour, market demands, and competition with the marketing team Handle escalations and improve customer experience Make propositions, give suggestions, and designate sales targets and job obligations to each team member. Give prompt responses on crucial issues and suggest solutions What are we looking for? Proven experience of 1+ years in managing a sales team An individual with excellent communication skills (written and verbal), interpersonal abilities, and presentation skills. Apart from good English proficiency, individuals with any of the following as native language Telugu. Highly Dedicated Individuals who are hardworking and with extreme determination. Sales Experience with the EdTech domain is an additional advantage. People with a strong sense of empathy and great patience. People with a systematic approach to building sales funnels, tracking feedback, prioritising tasks, and consistently exceeding targets within the deadlines A sales mindset, to effectively communicate NxtWaves offerings to its prospective learners and achieve revenue targets Passion for delivering the highest levels of customer service at all times. Languages Known: Native speaker of Marathi. Excellent Proficiency in English Work Location & Working Days: Work from Office(Hyderabad) 6 - Day Week
Posted 2 hours ago
2.0 - 7.0 years
4 - 7 Lacs
Bengaluru
Work from Office
About the role This is a true generalist business role that involves working closely with our CEO on growth and revenue initiatives . Its an intense, always on, high impact role. If you enjoy all things business & sales, juggling multiple initiatives and like rolling up your sleeves to get the job done this might be the role for you :). The role spans across unlocking new 0-1 motions in international markets , starting and scaling new channels like partnerships and events, overseeing sales and account management strategy & revenue operations. What youll do Partner with sales teams on revenue maximisation initiatives ranging from pricing and packaging strategy to optimising demos and pitches for different segments of customers. Setting up tooling and operational processes for sales monitoring and revenue planning. Partner with CS teams on upselling and churn management strategy. Own new 0-1 initiatives in international markets for expansion . Own new channel initiatives like partnerships and event marketing. Work closely with CEO on enterprise deals. What makes you a good fit 2+ years of early stage startup experience on the business side. Love all things business and sales and dont shy away from getting your hands dirty to get the job done. Comfortable with early stage startup imperfections and able to operate in disorder. Extremely high agency and adaptability to make things happen.
Posted 3 hours ago
2.0 - 4.0 years
3 - 4 Lacs
Thane
Work from Office
Key Roles and Responsibilities: Drive Center Sales & Revenue Growth: Achieve monthly/quarterly sales targets through proactive lead follow-up, walk-in conversions, and upselling programs/services. Conversion: Handle inbound and outbound calls, walk-ins, and inquiries to generate new admissions and demo class bookings. Customer Relationship Management: Build and maintain strong relationships with parents, students, and teachers to encourage referrals, repeat business, and timely renewals. Renewals & Retention: Consistently meet student renewal targets by tracking schedules, engagement, and satisfaction levels. Event-Driven Lead Activation: Plan and execute open houses, demo days, and recitals to attract new leads and drive conversions. Center Operations Oversight: Manage the daily operations of the center, including scheduling classes, teacher coordination, and upkeep of the facility. Cash & Admin Handling: Maintain accurate records of petty cash, inventory, and administrative tasks. Teacher Coordination: Ensure smooth communication with teaching staff for class scheduling, feedback, and support. Sales Reporting & CRM Updates: Maintain updated records of leads, follow-ups, conversions, and customer feedback in the CRM system.
Posted 3 hours ago
3.0 - 6.0 years
5 - 8 Lacs
Sonipat
Work from Office
Position Description: The position holder shall be responsible for Managing FOS channel sales partners to help drive paid supplier acquisition and then maintaining regular partnership to ensure desire productivityto maximize sales number Educational Qualifications: B.Tech/B.E ,or MBA/PGDM Job Responsibilities: Managing channel partners for sales of paid subscription packages via on ground salesexecutives Ensuring team hiring, training, management and retention. Conducting daily meetings to ensure appropriate qualitative and quantitative inputs. Responsible for ensuring sales funnel, conversion and improving sales productivity. Close tracking and monitoring on input KPIs (such as Data and Hot Leads) to help improveproductivity Timely partner payout after due diligence. Drive performance through incentive structure and sales promotion. Responsible for daily, weekly, monthly target achievement as per SOP. Timely reporting in prescribe formats. Skills Required: Acquisition Sales , B2B , Directing Teams Candidate Attributes: MBA with 3+ yrs. of experience in Sales / Acquisition Build Rapport with team via consultative sales approach Strong listening, questioning and networking skills. Report management / analysis / alignment skills Preference for candidates with Team handling experience of 10+ individuals (at-least 2yr+ experience)
Posted 3 hours ago
2.0 - 5.0 years
6 - 7 Lacs
Vadodara
Work from Office
At Accelleron, we go further. Building on the heritage of more than 100 years as ABB Turbocharging, you will join a team of true experts in an exciting international environment that share a commitment to excel, to be a trusted partner in supporting our customers in the gradual change towards sustainable industries with innovative technology, expertise and smart solutions. We are driving diversity and inclusion across all dimensions as we welcome and celebrate individual differences. Accelleron Industries central operations team is looking for high caliber customer support engineer who provides defined services to the internal customers with the best quality in the most efficient way. Customer support services endeavors to continuously improve upon the process & delivery of techno commercial services, with the aim to meet the expectation of the business and provide harmonious and delight full services to customers cross the globe from India. In this role you will be reporting to the customer support manager. Your Responsibilities Task list, to be performed while sitting in Accelleron India for service stations located outside of India, including but not limited to: To provide support to LDs on process Spare Part Quotes for enquiries received directly or through EUS or service coordinators. To register these enquiries in ATURB and ERP (or any other local system). Ensuring correct technical specification as per customer needs and commercial terms i.e., pricing, incoterms, texts, export checks, etc. To provide support to LDs on order booking in local ERPs which are received directly or through EUS or service coordinators. To book these orders in LDs local ERP and ensuring correct spare part delivery to correct address and on time as per customers requirement and agreed commercial terms. To support LD on placing spare part orders on CHTUS via EDI or ATURB as per the requirements of sales order or safety stock. Ensuring to claim all applicable discounts from CHTUS. It includes booking of purchase orders in LDs ERP and support local team in importing the parts if required. To ensure timely invoicing of the sales orders after the delivery of goods and collection and booking of all relevant costs. To support LDs in maintaining the master data (if required). Initiates purchase orders (PO) in the system, according to the Purchase Requisitions and in alignment with standard procedures, ensure appropriate approvals have been completed, confirm delivery with suppliers, monitors and tracks supplier performance to purchase order requirements. Monitor open POs and close once process has been completed. Track goods received with local and international LDs stakeholders to verify appropriate delivery and ensure invoice processing. Optimize the number of suppliers. Support the management of preferred vendors (e.g. KPI reporting). Handle claims for unsatisfactory service, material or equipment Ensure accuracy of transactional processes (material master data, vendor master data, order processing, interface support to handling quality claims and accounts payable related activities) Handling of the APOC issues and keep it up to date. Close collaboration with service network and internal customers. Your Background Firm attitude towards delivering end to end high quality services and customer satisfaction. Expertise in computer skills, office 365. Excel, Word, Power point. Basic SAP knowledge and experience on of SD/MM module. 5+ years of work-experience in order handling, preferably in dealing with international customers or suppliers. Good with verbal-written communication (English). Willing to work in odd and extended hours. Should have good interpersonal skills and be able to deal and respect different cultures across the globe. Academic qualifications: B.Tech / B.E., Dip. Engg. or MBA. Benefits Attractive compensation & benefits Employee Assistance Program Global parental leave program Flexible working models We look forward to receiving your application. If you want to discover more about Accelleron, take another look at our website accelleron-industries.com. Accelleron Data Privacy Statement: accelleron-industries.com/privacy-notice/candidate
Posted 3 hours ago
0.0 - 2.0 years
2 - 4 Lacs
Hyderabad
Work from Office
Role Overview We are looking for a dynamic and self-motivated Junior Business Development to join our team. This role is ideal for someone looking to gain real-world experience in B2B business development, IT services, and client engagement strategies. You will work closely with senior leadership to explore new business opportunities, generate leads, and support strategic partnerships. Key Responsibilities Research and identify potential clients and business opportunities in the IT services sector Assist in developing and executing outreach campaigns via email, LinkedIn, and other platforms Support the preparation of business proposals, pitch decks, and sales presentations Maintain and update the CRM system with accurate and timely information Collaborate with internal teams to understand service capabilities and translate them into client benefits Track industry trends and competitor activities to support strategy formulation Participate in client meetings and follow-up activities when required Requirements Pursuing a degree in Business, Marketing, IT, or a related field MBA preferred in Business, Marketing, IT, or a related field Strong interest in business development, sales, or IT services Excellent written and verbal communication skills Proficiency with MS Office tools (Excel, PowerPoint, Word) Self-starter with the ability to work independently and as part of a team Comfortable with using LinkedIn and CRM tools for outreach and tracking What Youll Gain Hands-on experience in B2B sales and business development Exposure to global IT service delivery models Opportunity to interact with leadership and contribute to strategic initiative
Posted 3 hours ago
7.0 - 9.0 years
30 - 35 Lacs
Mumbai
Work from Office
This is a full-time, on-site role for an Ingredient Trader, located in Mumbai . The Ingredient Trader will be responsible for sourcing and trading ingredients in India, achieve sales targets, negotiating contracts, managing supplier relationships, monitoring market trends, and ensuring compliance with quality standards. Key Responsibilities: Sourcing and Procurement: Identifying and securing reliable suppliers of ingredients to meet customer demands. Market Analysis: Monitoring market trends, competitor activities, and potential risks to inform trading decisions. Negotiation and Contract Management: Negotiating favorable prices and contract terms with suppliers and customers, ensuring legal compliance. Risk Management: Developing and implementing hedging strategies to mitigate price fluctuations and other market risks. Logistics: Ensuring timely and cost-effective transportation of ingredients. Reporting and Communication: Preparing and presenting sales reports, forecasts, and market analyses to management. Relationship Building: Maintaining strong relationships with suppliers, customers, and internal teams. Skills and Qualifications: Analytical skills: Ability to interpret market data and trends to make informed decisions. Negotiation skills: Strong ability to negotiate favourable contracts and agreements. Communication skills: Excellent written and verbal communication skills for interacting with internal and external stakeholders. Problem-solving skills: Ability to identify and resolve issues that may arise during trading. Knowledge of commodity markets: Understanding of pricing mechanisms, supply chain dynamics, and regulatory requirements. Experience in sales and trading: Proven track record of meeting or exceeding sales targets. REQUIRED QUALIFICATIONS AND EXPERIENCE: Bachelor's degree in Food Technology, Food Science, or a related field. Relevant experience in sales, preferably in the food ingredients industry. Experience with key account management and/or B2B sales
Posted 3 hours ago
2.0 - 3.0 years
5 - 6 Lacs
Chennai
Work from Office
Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location :Ahmedabad, Delhi, Trivandrum, Mumbai, Surat, Chennai, Bengaluru, Hyderabad, Kolkata, Pune, Kochi, Indore, Jaipur
Posted 3 hours ago
1.0 - 5.0 years
5 - 15 Lacs
Ahmedabad
Work from Office
1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Chennai, Hyderabad, Kolkata, Kochi, Mumbai, Calicut, Trivandrum, GOA, Delhi
Posted 3 hours ago
3.0 - 7.0 years
6 - 10 Lacs
Chennai
Work from Office
Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12) Handling NRI Clients for Equity Broking 13) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 14) Experience in handling B2C Location-Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra
Posted 3 hours ago
2.0 - 6.0 years
6 - 10 Lacs
Surat
Work from Office
PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4. Need to have good communication skills. 5. Need to have ability to learn and update regularly on Capital Markets. 6. Desired to achieve sales target. _ Location: Ahemdabad, Delhi, Trivendrum,Mumbai,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Indore,Kochi
Posted 3 hours ago
3.0 - 5.0 years
6 - 10 Lacs
Rajkot
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. 7) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Mumbai,Thane,Navi Mumbai,Vadodra, Delhi, Trivendrum, Kochi.
Posted 3 hours ago
2.0 - 6.0 years
6 - 10 Lacs
Mumbai
Work from Office
PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3). Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4.) Need to have good communication skills. 5). Need to have ability to learn and update regularly on Capital Markets. 6). Desired to achieve sales target. _ Location-Mumbai,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Indore,Kochi,Ahemdabad, Delhi, Trivendrum
Posted 3 hours ago
3.0 - 5.0 years
5 - 10 Lacs
Ahmedabad
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 9) To coordinate with product and research team for taking investment decision for the clients. 10) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Kochi,Rajkot,Delhi, Trivendrum, Vadodra,
Posted 3 hours ago
1.0 - 5.0 years
8 - 10 Lacs
Bengaluru
Work from Office
Regional Head Independent Financial Distributor(IFD/ IFA) Channel -Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs. Candidate Profile 1) Minimum 5 Years in sales of Seconday Bonds and Fixed Income Securities. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of B2B Channel ( IFD/ IFA, Franchisee, Partner Relation) 3) IT Skills: MS Office and Business Intelligence Applications _ 4 ) Experience & Knowledge of Secondary Bond Market and other Fixed Income Securities, Handling IFDs, IFA, Franchisee Channel Location-Chennai,Bengaluru,Kochi,Mumbai,Ahmedabad,Pune,Lucknow,Indore,Surat,Coimbatore,Hyderabad & Telangan, South , Vadodra, Trivandrum
Posted 3 hours ago
5.0 - 10.0 years
8 - 10 Lacs
Mumbai
Work from Office
1) Growth of Revenue and Market Share 3) Travel across assigned branches at regular interval 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity) 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. 9) Knowledge of Commodity Market, Commodity Derivatives trading through MCX. NCDEX, Channel Management Skills - IFD (Independent Financial Distributors), IFA (Independent Financial Advisors), B2B Channel (Partner . Franchisee, IFD/IFA). Location-Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Ahemdabad, Delhi, NCR
Posted 3 hours ago
1.0 - 5.0 years
10 - 20 Lacs
Mumbai
Work from Office
1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Location: Bengaluru,Hyderabad,Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat
Posted 3 hours ago
5.0 - 9.0 years
10 - 15 Lacs
Ahmedabad
Work from Office
1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location: Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai
Posted 3 hours ago
2.0 - 3.0 years
6 - 12 Lacs
Mumbai
Work from Office
1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore
Posted 3 hours ago
0.0 - 2.0 years
3 - 5 Lacs
Vadodara
Work from Office
-Learning & Developing in all the aspects of management. -Inside & outside sales -Leadership, Negotiation & Presentation Skills -Upgrading Your Personality, Confidence & lifestyle Freshers in VADODARA (NO Targets) Call: HR SUKANYA-9328100156 Required Candidate profile Immediate Joiner Graduates/post Graduates who aspires to build themselves Dynamic, Hardworking/Ambitious Inclined towards Sales& Marketing Freshers Apply Work From Office (NO TARGETS)
Posted 3 hours ago
5.0 - 6.0 years
7 - 12 Lacs
Hyderabad, New Delhi
Work from Office
1) To drive the sales targets for the team and build teams as per companys annual target and over all objectives. 2) Distribution of all Financial Products like Equity, Mutual Funds, PMS, AIF, Insurances, Corporate Fixed Deposits. 3) To focus on Revenue & Profitability with achievement of target and Yield management. 4) Achieve the revenue growth & profitability to upscale the team 5) Team Management Skills 6) Increasing the client base, revenue, and market share in the team. 7) Increase the Pool & Base of UHNI, and corporate customers, with the Team and Personal Network. 8) Ensuring FPD Productivity is as per the defined standards. 9) 5 To 6 Years from Banks , Broking & Wealth Management companies , | 10 ) Team Handling implementation skills, business and analytical skills, product knowledge, people management skills, a strong local network , customer service orientation. Location - Delhi.
Posted 3 hours ago
2.0 - 5.0 years
3 - 5 Lacs
Aurangabad
Work from Office
Job Summary: 94.3 MYFM seeks an experienced sales professional to take over all customer account management responsibilities. The successful applicant will focus on acquiring additional revenue streams from existing clientele as well as bringing on new customers on board. Accountabilities: Responsible for generating ad sales revenue from respective clients & markets Managing clients & local agencies Develop the market, expand and open new categories of clients who may be currently inactive on Radio as a medium Maintain existing client relationships and build relationships with new clients/agencies Make at least 5-6 calls/meetings every day Analyze and present data on key trends in the industry and business Job Requirements: Excellent connect with clients and agencies in respective markets 2-5 years of experience in, Ad Sales, b2b sales. Preferring experience with good media companies Strategic Prospecting Skills Communication Time management Objection prevention and Objection handling Post Sale relationship management
Posted 3 hours ago
2.0 - 6.0 years
7 - 9 Lacs
Mumbai, Hyderabad, Ahmedabad
Work from Office
1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 3) IT Skills: MS Office and Business Intelligence Applications 4) Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location : Telangana, Vadodra, Trivendrum,Mumbai,Hyderabad,Ahmedabad,Pune, Lucknow,Indore,Surat,Kochi,Coimbatore
Posted 3 hours ago
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