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5.0 - 10.0 years
15 - 22 Lacs
Mumbai Suburban, Thane, Mumbai (All Areas)
Work from Office
Dear Candidate, Urgent opening with leading Bank for Senior RM Role. Designation : Banking Partner (Min 4 Yrs exp / Max Age - 35 yrs) Sr Banking Partner (Min 6 Yrs exp / Max Age - 37 Yrs) CTC : Upto 15 - 23 LPA Role Details : Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achi...
Posted 3 months ago
1.0 - 6.0 years
1 - 5 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
Work Location: Ahmedabad, Baroda, Surat, Rajkot, Bhavnagar, Valsad, Kachchh Role: Business Development Manager (BDM)/ Sr. Business Development Manager/KAM Acquisition/SM CASA Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets ...
Posted 3 months ago
1.0 - 5.0 years
4 - 8 Lacs
Puducherry, Chennai
Work from Office
Role Definition SM Sales : 4 yrs + Exp.(CASA / BFSI) About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increasing the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current account...
Posted 3 months ago
2.0 - 6.0 years
2 - 5 Lacs
Chennai
Work from Office
Kotak Mahindra Bank (Onroll) Position: Manager - Deputy Manager Location: Across Chennai Salary: Upto 5LPA Role & responsibilities Acquire new corporate relationships. Maintain highest level relationship with the corporate and key decision maker/s (KDMs) Develop new business from existing clients actively seek new cross sell opportunities Operating as the lead point of contact Excellent written and Oral communication skills Should have sales oriented 4 years banking experience of which 2 to 3 years in corporate salary Preferred candidate profile Two wheeler with license must Degree must Relevant banking experience Interested candidates share resume to 8056431831
Posted 3 months ago
0.0 - 1.0 years
2 - 3 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Exciting job opportunity at Conneqt Business Solution Client:- Unity Small Finance Process:- Telesales (Personal Loan ) Role: outbound Sales Requirement:- - Above 12 months exp in BPO/Banking/NBFC - Graduate/Undergradute - Good comms required -Shift:- 9am-6pm Note:- Need Above 1yr exp in bpo/Banking sales process For interview call on:HR Dnyanda (72629 57662)
Posted 3 months ago
0.0 - 5.0 years
3 - 6 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month
Posted 3 months ago
0.0 - 4.0 years
3 - 5 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
-Experience in CASA, insurance, DMAT, SIP, credit cards as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)
Posted 3 months ago
4.0 - 9.0 years
6 - 12 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Dear Candidate, Urgent opening with leading bank for Relationship Manager. Exp - 4-10 yrs CTC : upto 8-12 LPA Location : Across Mumbai 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 produ...
Posted 4 months ago
0.0 - 2.0 years
3 - 7 Lacs
Coimbatore
Work from Office
About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank Key Responsibilities Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during applicatio...
Posted 4 months ago
2.0 - 5.0 years
3 - 5 Lacs
Udaipur, Jaipur, Jodhpur
Work from Office
To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Desired Behavioural / Functional Traits Knowledge of Banking products and processes. Strong Relation...
Posted 4 months ago
0.0 - 2.0 years
2 - 3 Lacs
Kolkata, Ranchi, Mumbai (All Areas)
Work from Office
Job Title: Sales Officer / Assistant Manager Department: Frontline Sales Organization: Axis Bank Job Overview: Sales Officers and Assistant Managers form an essential part of Banks frontline sales team. They are responsible for acquiring new customers and promoting the bank’s comprehensive suite of financial products. This is a field-based, target-driven role ideal for individuals with a strong passion for sales and customer relationship management. Key Responsibilities: Acquire new customers for the following products: Savings Accounts Current Accounts Term Deposits Debit and Credit Cards Life Insurance and General Insurance Mutual Funds Retail Loans (Home, Personal, etc.) Achieve monthly s...
Posted 4 months ago
3.0 - 8.0 years
5 - 7 Lacs
Bareilly
Work from Office
Sales & Revenue Generation Drive the branchs business by selling retail banking products such as savings accounts, current accounts, loans, insurance, and investment products. Achieve monthly and quarterly sales targets across different product categories. Promote cross-selling and up-selling initiatives to maximize wallet share. Team Management Lead, coach, and motivate the branch sales team to deliver high performance. Monitor sales productivity and implement corrective actions when needed. Conduct regular training and skill development sessions for the team. Customer Relationship Management Ensure superior customer service and resolution of customer queries and complaints. Build long-term...
Posted 4 months ago
1.0 - 6.0 years
1 - 4 Lacs
Jaipur
Work from Office
Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concer...
Posted 4 months ago
1.0 - 5.0 years
1 - 3 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Work From Office Location - Turbhe Shifts Timing: - Day Shift Job Highlights: Drive sales of savings accounts via digital channels (website, mobile app, social media, etc.). Identify and engage potential customers through online campaigns and digital outreach. Assist customers through the digital onboarding and KYC process. Achieve monthly and quarterly sales targets. Coordinate with product and marketing teams to optimize customer acquisition strategies. Interested can reach out on HR Ashwini : 9923656681
Posted 4 months ago
1.0 - 5.0 years
1 - 3 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Work From Office Location - Turbhe Shifts Timing: - Day Shift Job Highlights: Drive sales of savings accounts via digital channels (website, mobile app, social media, etc.). Identify and engage potential customers through online campaigns and digital outreach. Assist customers through the digital onboarding and KYC process. Achieve monthly and quarterly sales targets. Coordinate with product and marketing teams to optimize customer acquisition strategies. Interested can reach out on HR Ashwini : 9822643371
Posted 4 months ago
1.0 - 6.0 years
2 - 6 Lacs
Mumbai
Work from Office
Work Location: Mumbai Suburban/Navi Mumbai/Thane/South Mumbai/Central Mumbai Role: Business Development Manager (BDM)/ Sr. Business Development Manager/KAM Acquisition Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Anal...
Posted 4 months ago
7.0 - 10.0 years
20 - 25 Lacs
Pune, Mumbai (All Areas)
Work from Office
1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Required Candidate profile 1.Aptitude to deliver high quality customer service by using organization and interpersonal skills. 2.NISM/IRDA/AMFI if any can be strongly preferred. 3.Fluent in communication skills. 4.Only Female
Posted 4 months ago
2 - 7 years
3 - 5 Lacs
Bengaluru
Work from Office
Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. - Ability to work in a fast-paced environment and meet sales targets
Posted 4 months ago
- 5 years
3 - 6 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month
Posted 4 months ago
1 - 5 years
3 - 5 Lacs
Hyderabad
Work from Office
Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them wit...
Posted 4 months ago
1 - 4 years
2 - 5 Lacs
Pune, Chennai, Mumbai (All Areas)
Work from Office
Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) for retail liabilities business. Identify new sales opportunities through networking, referrals, and market research to acquire new customers. Develop strong relationships with existing clients to increase wallet share and product penetration. Collaborate with internal teams such as Sales, Service Operations, and Product Management to resolve customer issues and improve overall service delivery. Analyze market trends and competitor activity to stay ahead in the competition. Casa sales and ops Interested candidates can reach out through ( Kavya.p@vipanyglobal.com/kavya.p-8341137995)
Posted 4 months ago
7 - 12 years
6 - 12 Lacs
Puducherry, Vellore
Work from Office
Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager. Provide high quali...
Posted 4 months ago
1 - 5 years
3 - 5 Lacs
Hyderabad
Work from Office
Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them wit...
Posted 4 months ago
1 - 6 years
2 - 4 Lacs
Kurnool
Work from Office
Job description Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to ad...
Posted 4 months ago
1 - 6 years
2 - 4 Lacs
Guntur
Work from Office
Job description Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to ad...
Posted 4 months ago
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