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6.0 - 11.0 years
1 - 4 Lacs
Orissa
Work from Office
Acquisition Manager-RL SALES-Sales 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 P&L 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) ThinkerDoer 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 2 weeks ago
6.0 - 11.0 years
1 - 4 Lacs
West Bengal
Work from Office
Acquisition Manager-RL SALES-Sales 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 P&L 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) ThinkerDoer 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 2 weeks ago
6.0 - 11.0 years
1 - 4 Lacs
Karnataka
Work from Office
Acquisition Manager-RL SALES-Sales 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 P&L 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) ThinkerDoer 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 2 weeks ago
6.0 - 11.0 years
2 - 6 Lacs
Uttar Pradesh
Work from Office
Acquisition Manager-RL SALES-Sales 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 P&L 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) ThinkerDoer 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 2 weeks ago
6.0 - 11.0 years
3 - 7 Lacs
Kerala
Work from Office
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 P&L 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) ThinkerDoer 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
Posted 2 weeks ago
3.0 - 8.0 years
5 - 9 Lacs
Karnataka
Work from Office
Job TitleRelationship Manager LAP DesignationManager DepartmentSales Loan Against Property Reporting toArea Sales Manager Location[Specify Location] About Kotak Mahindra Prime Ltd. Kotak Mahindra Prime Ltd., a subsidiary of Kotak Mahindra Bank, is one of Indias leading non-banking financial companies (NBFCs), focused on vehicle and asset-backed financing solutions. Operating in a highly competitive NBFC ecosystem, we are committed to delivering fast, flexible, and customer-centric lending solutions. Role Objective To drive growth in the Loan Against Property (LAP) business by sourcing high-quality cases through DSA (Direct Selling Agent) channels, ensuring portfolio health, and building strong market relationships. Key Responsibilities Business Sourcing: - Acquire LAP customers through DSA channels while adhering to internal policies and external regulatory guidelines. - Identify and onboard high-potential DSAs and maintain strong working relationships. Sales & Target Achievement: - Meet or exceed assigned monthly and quarterly disbursement and fee income targets. - Monitor and drive business volumes in a competitive market, maintaining a healthy pipeline. Credit & Risk Coordination: - Liaise with credit and operations teams to ensure smooth file processing and disbursal. - Perform initial screening of customer financials and property documents before file submission. Market Intelligence & Relationship Management: - Track competitor offerings, pricing, and market dynamics. - Maintain strong relationships with DSAs, customers, and internal stakeholders. Compliance & Documentation: - Ensure thorough KYC, property valuation, and legal documentation as per company standards. - Adhere to audit requirements, regulatory norms, and internal processes. Candidate Profile Education: Graduate (minimum qualification) Experience: Minimum 3 years of relevant experience in LAP/Home Loan/SME Lending in the Banking or NBFC sector as a full-time permanent employee. Skills: - Strong relationship management and interpersonal skills - Understanding of secured lending and property-related documentation - High level of self-motivation with a go-getter attitude - Comfortable working in a high-performance, target-driven environment What We Look For A professional who is passionate about sales and willing to go above and beyond. Someone who can thrive in a fast-paced, competitive landscape with a solution-oriented mindset.
Posted 2 weeks ago
2.0 - 7.0 years
6 - 10 Lacs
Karnataka, Hubli-Dharwad
Work from Office
Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The Loan Against Property (LAP) Business vertical is the part of Secured Assets division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate / MBA Skills & Experience Minimum 2 years work experience in Home Loan /Mortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation
Posted 2 weeks ago
3.0 - 8.0 years
2 - 6 Lacs
Karnataka, Hubli-Dharwad
Work from Office
Job TitleRelationship Manager LAP DesignationManager DepartmentSales Loan Against Property Reporting toArea Sales Manager Location[Specify Location] About Kotak Mahindra Prime Ltd. Kotak Mahindra Prime Ltd., a subsidiary of Kotak Mahindra Bank, is one of Indias leading non-banking financial companies (NBFCs), focused on vehicle and asset-backed financing solutions. Operating in a highly competitive NBFC ecosystem, we are committed to delivering fast, flexible, and customer-centric lending solutions. Role Objective To drive growth in the Loan Against Property (LAP) business by sourcing high-quality cases through DSA (Direct Selling Agent) channels, ensuring portfolio health, and building strong market relationships. Key Responsibilities Business Sourcing: - Acquire LAP customers through DSA channels while adhering to internal policies and external regulatory guidelines. - Identify and onboard high-potential DSAs and maintain strong working relationships. Sales & Target Achievement: - Meet or exceed assigned monthly and quarterly disbursement and fee income targets. - Monitor and drive business volumes in a competitive market, maintaining a healthy pipeline. Credit & Risk Coordination: - Liaise with credit and operations teams to ensure smooth file processing and disbursal. - Perform initial screening of customer financials and property documents before file submission. Market Intelligence & Relationship Management: - Track competitor offerings, pricing, and market dynamics. - Maintain strong relationships with DSAs, customers, and internal stakeholders. Compliance & Documentation: - Ensure thorough KYC, property valuation, and legal documentation as per company standards. - Adhere to audit requirements, regulatory norms, and internal processes. Candidate Profile Education: Graduate (minimum qualification) Experience: Minimum 3 years of relevant experience in LAP/Home Loan/SME Lending in the Banking or NBFC sector as a full-time permanent employee. Skills: - Strong relationship management and interpersonal skills - Understanding of secured lending and property-related documentation - High level of self-motivation with a go-getter attitude - Comfortable working in a high-performance, target-driven environment What We Look For A professional who is passionate about sales and willing to go above and beyond. Someone who can thrive in a fast-paced, competitive landscape with a solution-oriented mindset.
Posted 2 weeks ago
5.0 - 7.0 years
3 - 8 Lacs
Kolkata, West Bengal, India
On-site
You will work on the field and generate sales through your own leads or referrals from our Vendor team or referrals from Suppliers and take complete ownership of the given revenue and sales target of Non-Health Care Finance for EAST with targeting Mid-size corporate/ Firms customer You will plan short and medium-term strategy for lead generation and disbursement from Non-Healthcare market targeting Mid-size corporates, across the segments etc. You will be responsible for your own lead generation and appointment setting, apart from following up on lead generated through the Vendor Management team You must participate in overall marketing, Sale and launch strategy along with potential customer engagement as this role requires travelling customers engagement daily. You will handle Doctors, CEO & promoters of targeted corporates, you will be acting as SFSPL representation to potential vendor, clients including Siemens companies and through direct communication in face to face meetings, presentations, telephone calls and emails. You will actively and successfully manage the sales process: lead generation; credentials presentation; asking questions; solution presentation; negotiation; close; handover to the counterparty (internal team) and subsequent follow up and process management. You will have individual responsibility for new business, and are expected to self manage; however, you will be part of a particularly enthusiastic, successful and expanding team. Support is also available from the Regional Head of Sales for complex large pitches and strategies. As a representative of SFSPL at internal and external meetings, your professional manner and polished appearance will aid your intention of gaining new business leads and contacts. You will be managing and maintaining a pipeline and ensuring all sales administration is complete and timely. We don t need superheroes, just super minds You must have worked in Sales with expertise in Medical Product Selling, or Selling of Financial product of a leading bank or with any financial institute of repute and should have delt Corporatesand taking business out of it. You must have minimum 5 -7 years experience directly dealing with customers building relationship, patient, good mannerism, empathetic with good family background. You must have knowledge and work experience of Financing or Selling of Medical product You must have strong interpersonal skills and eagerness to be a team player at all levels.
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Bharuch, Ahmedabad, Aurangabad
Work from Office
I. ROLE PURPOSE & OBJECTIVE (A two to three line statement outlining the objective or the reason for which the job exists. What would not get done in the organization if this role did not exist?) 1. As Sales Manager, he/she will be responsible for achieving Business targets and managing healthy Portfolio, by ensuring timely repayments and controlling customer exits. 2. This role seeks to drive business volume through the Direct Sales Agent (DSA) channel II. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Monthly Business volume as per the business target. X-Bucket Collections as per defined norms Insurance cross-sell coverage on 100% of customers Family SA and Business CA sourcing Coordination with Credit Manager for case approval and CAD and Operations for case disbursement. Maintains Daily sales report and sharing with supervisor. Maintains DSA tracker for pay-out processing III. KEY DUTIES & RESPONSIBILITIES OF THE ROLE (These responsibilities are representative and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key deliverables and responsibilities of the role) Identification and development of DSA channel, around the defined distance of the Sitting Hub Provides regular updates and training to DSA channel; Ensure payout to DSA are on time Create Awareness in the market through direct and indirect marketing Tracks competition in terms of rates, credit assessment, DSA payouts, marketing activities Ensure delinquency is within norms and does X-Bucket collection. Ensure First time right (FTR) logins, Disbursement within TAT (Turn-around time), Collection of OTC, PDD Bike/scooter with smart phone is mandatory for the role Location - Ahmedabad,Aurangabad,Bharuch,Pune,Rajkot,Vapi
Posted 2 weeks ago
1.0 - 5.0 years
1 - 5 Lacs
Ahmedabad, Ahmednagar, Akurdi
Work from Office
The incumbentwill be primarily responsible for providing Financial solutions to meet therequirements of the existing Mapped customers and ensure value added customerservice as well as acquiring New to Bank CASA Customers. Responsiblefor handling the portfolio of existing Mapped CASA customers and generatingrevenue / book growth Responsiblefor increasing Liabilities book size of relationships via balances in accountsof existing mapped CASA customers or through Term Deposits, Cross selling of MF/ Insurance, Loan products, acquiring family accounts and retaining therelationship To acquirepre-fixed New to Bank CASA customers through Open Market referrals / Referralsfrom existing CASA client base / BTL Initiatives & other tie ups Should be inclose contact with the existing customers through personal visits, mailers andphone calls and share insights on the fluctuations in interest rates, FD ratesand various product offerings. Informscustomers of new products or product enhancements to further expand the bankingrelationship. Maintainscomplete relationship record for assigned customer accounts. Ensurecontinuity of high quality service, product delivery, and responsiveness tocustomer needs Trackscustomer complaints/queries and turnaround times for customer satisfaction. Responsibleto be abreast with all policies relating to operational risk, sales processes,mis-selling etc and ensure compliance with the same. Developeffective ways to promote Brand awareness & Product proposition that leadto measurable business results Primary Responsibilities: Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values Additional Responsibilities: Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: Role: Years of experience: Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation: Location - Ahmedabad,Ahmednagar,Akurdi,Anand,Vadodara,Bharuch,Borivali,Chembur,Chowk,Dombivli,Gandhinagar,Goregaon,Hyderabad,Jalgaon,Jamnagar,Mira,Mumbai,Nadiad,Nagpur,Naroda,Nashik,Pune,Rajkot,Santacruz,Sion,Solapur,Surat,Thane,Valsad
Posted 2 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
Bengaluru
Work from Office
ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE 50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130+ calls handled per day Manage 3000+ customer portfolio KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in any discipline Experience (Years and Core Experience Type) 1+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude. Certifications NA Functional Skills Relationship Management Sales Banking Customer Relationship Upselling and Cross Selling Behavioral Skills Good communication skills both oral and written Good interpersonal management skills Problem solving skills Decision making ability Competencies Banks Product Knowledge Planning and Organizing Skills Sales and Influencing Skills Awareness of Banking regulations KEY INTERACTIONS INTERNAL EXTERNAL Operations team Branch team Products team Service Quality Deliverables team NTB/ETB Customers Referrals
Posted 2 weeks ago
1.0 - 2.0 years
1 - 2 Lacs
Perambalur, Tiruchirapalli
Work from Office
We are looking for a highly motivated and experienced Branch Relationship Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in Sales or related fields. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base through effective marketing strategies. Collaborate with internal teams to provide excellent customer service and support. Analyze market trends and competitor activity to stay ahead in the Emerging Enterprise Banking sector. Meet or exceed monthly sales targets by selling products and services to potential customers. Provide regular updates and reports on sales performance and customer interactions. Job Requirements Strong understanding of Assets, UCV, Sales, and Sales Officer roles within the BFSI industry. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze market trends and competitor activity. Familiarity with branch operations and procedures is essential. Ability to work collaboratively as part of a team to achieve common goals.
Posted 2 weeks ago
0.0 - 7.0 years
2 - 9 Lacs
Meerut
Work from Office
Berger Paints India Ltd ( British Paints Div ) is looking for Senior Retail Sales Officer to join our dynamic team and embark on a rewarding career journeyA Sales Officer is responsible for promoting and selling a company's products or services to customers. The job description typically includes the following responsibilities:1.Developing and implementing sales strategies to meet company goals.2.Building and maintaining relationships with clients.3.Identifying new business opportunities and exploring untapped markets.4.Conducting market research and analysis to stay updated on industry trends and competitors.5.Presenting products or services to potential customers and negotiating contracts.6.Maintaining accurate records of sales and customer interactions.7.Collaborating with cross-functional teams, such as marketing and customer service, to ensure high-quality customer experiences.8.Achieving or exceeding sales targets and ensuring customer satisfaction.9.Providing ongoing support to customers and addressing any concerns or issues.10.Staying up-to-date with product and industry knowledge.The ideal candidate for this role should have excellent communication, interpersonal, and negotiation skills, as well as a track record of achieving sales targets.
Posted 2 weeks ago
3.0 - 8.0 years
5 - 10 Lacs
Bengaluru
Work from Office
Berger Paints India Ltd ( British Paints Div ) is looking for Sales Executive - Tile Adhesive to join our dynamic team and embark on a rewarding career journey Conduct market research to identify selling possibilities and evaluate customer needs Actively seek out new sales opportunities through cold calling, networking and social media Set up meetings with potential clients and listen to their wishes and concerns Prepare and deliver appropriate presentations on products and services Create frequent reviews and reports with sales and financial data Ensure the availability of stock for sales and demonstrations Participate on behalf of the company in exhibitions or conferences Negotiate/close deals and handle complaints or objections Collaborate with team members to achieve better results Gather feedback from customers or prospects and share with internal teams
Posted 2 weeks ago
1.0 - 4.0 years
2 - 6 Lacs
Haveri, Tiruvannamalai, Viluppuram
Work from Office
ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Managing the Liability Book of the branch (Open Market CA SA TD) Approximately 2.5 Cr Liabilities Customers handling Number of portfolio products- CASA, TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities 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, preferably in commerce and related streams Experience year experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents
Posted 2 weeks ago
1.0 - 4.0 years
2 - 5 Lacs
Ahmedabad, Ahmednagar, Akurdi
Work from Office
Office Location: West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4407-Pimpri, West 4408-DP Road, West 4409-Nashik Road, West 4410-Cidco, West 4411-Koparkhairne West 4412-ThaneWest 4413-ChemburWest 4415-KondhwaWest 4416-KalyanWest 4419-AmbarnathWest 4420-DombivliWest 4422-LBS RoadWest 4423-Nashik CentralWest 4427-ChakalaWest 4428-UdhanaWest 4430-Parvat GamWest 4431-KapodraWest 4433-GoregaonWest 4435-BorivaliWest 4436-SionWest 4438-SantacruzWest 4442-Harni RoadWest 4443-Makarpura RoadWest 4448-AnkaleshwarWest 4449-BharuchWest 4450-AhmednagarWest 4452-SataraWest 4453-KaradWest 4454-GarkhedaWest 4455-Samarth NagarWest 4456-BhiwandiWest 4458-SolapurWest 4460-SangliWest 4462-KamotheWest 4464-KolhapurWest 4465-Nava VadajWest 4467-Naroda PatiyaWest 4468-CTMWest 4470-IchalkaranjiWest 4472-BardoliWest 4473-ValsadWest 4474-JalgaonWest 4475-BhusawalWest 4479-MehsanaWest 4480-HimmatnagarWest 4482-Mavdi ChowkWest 4483-Shastri MaidanWest 4490-RajpiplaWest 4493-LaturWest 4495-Byramji TownWest 4496-C A RoadWest 4498-BhavnagarWest 4515-AnandWest 4516-JamnagarWest 4520-MorbiWest 4521-Mira RoadWest 4522-AundhWest 4523-NandedWest 4533-VashiWest 4534-GhatkoparWest 4535-FortWest 4538-JalnaWest 4539-GandhidhamWest 4540-PusadWest 4549-Fulchurnaka/Awantibai ChowkWest 4551-Santacruz WestWest 4505-VirarWest 4518-Prahalad NagarWest 4517-GodharaWest 4536-BhujWest 4414-Govandi MankhurdWest 4457-VapiWest 4432-KharadiWest 4537-Gandhinagar Position description: Assistant Acquisition Manager Primary Responsibilities: BusinessMeet the set targets on liabilities in terms of open market acquisition existing customer conversionUnderstand need and acquire customers who meet the criteria for liability products through either of the below channelsLeads generated by branch staff and personal leadsReferrals generated from existing customersAlternate channelsMaintain the database of the prospects meet select prospects and manage the relationship thereafterAccompany CRSUnsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customerCross sell other secured loan products of Ujjivan and pass quality leads to respective loan officersShare customer insightsproduct related feedback with the Sales Manager LiabilitiesCustomersInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesReduce customer dormancy and customer attrition by continuous engagement interactionResolves the customer queries on various accounts FD RD remittances third party productInternal ProcessesGuide the customer to fill the Account Opening Form ensure receipt and verification of KYC documents obtain customer signatures on all mandatory documentsStrictly adhere maintain compliance to KYC normsDrive the usage of alternate channels such as ATMs BCs and assist customers to use ATMs for dispensing cashLearning PerformanceMaintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branchResolve queries raised by CRSunsecured loans wrt liability products and support them in selling liabilitiesEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Ahmedabad,Ahmednagar,Akurdi,Ambarnath,Anand,Aurangabad,Bardoli,Vadodara,Bharuch,Bhavnagar,Bhiwani,Bhuj,Bhusawal,Borivali,Chembur,Chowk,Dombivli,Gandhidham,Gandhinagar,Ghatkopar,Gondiya,Goregaon,Govandi,Himatnagar,Hyderabad,Ichalkaranji,Jalgaon,Jalna,Jamnagar,Karad,Kolhapur,Latur,Mehsana,Mira,Morbi,Mumbai,Nagpur,Nanded,Naroda,Nashik,Panvel,Pimpri,Pune,Pusad,Rajkot,Rajpipla,Sangli,Santacruz,Satara,Sion,Solapur,Surat,Thane,Valsad,Vapi,Vashi,Virar
Posted 2 weeks ago
1.0 - 6.0 years
4 - 8 Lacs
Chengalpattu, Chennai, Bengaluru
Work from Office
ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Target assigned as per the branch CASA Book as per the branch TD Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities 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, preferably in commerce and related streams Experience 3+ years experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents Location: Bengaluru,Chengalpattu,Chennai,Dharapuram,Ernakulam,Kannur,Kochi,Kollam,Kottayam,Kumbakonam,Madurai,Mayiladuthurai,Nagar,Palakkad,Perambalur,Puducherry,Tambaram,Tenkasi,Thiruvallur,Thrissur,Tirunelveli,Tiruppur,Tiruchirapalli,Vellore,Visakhapatnam
Posted 2 weeks ago
1.0 - 4.0 years
3 - 6 Lacs
Dombivli, Ahmedabad, Vadodara
Work from Office
Position description: This role is responsible for acquiringnew current account customers from the open market and enhance the relationshipwith existing customers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & need of thecustomers. This role drives the current account business for the respectivebranch and ensure the CA targets for the branch is met. The incumbent providesservice to both existing as well as to NTB current account customers. This role also handles cross selling of QR &POS and is accountable for adherence to compliance and regulatory norms. Primary Responsibilities: Business Meet the set targets on current account in terms of open market acquisition & existing customer conversion Focus on building the current account book for the bank Understand need and ac Location: Ahmedabad,Vadodara,Dombivli,Gandhidham,Gandhinagar,Goregaon,Hyderabad,Mehsana,Mumbai,Nagar,Nagpur,Nashik,Pune,Rajkot,Surat,Thane,Vapi
Posted 2 weeks ago
1.0 - 6.0 years
2 - 5 Lacs
Ballari, Bengaluru, Belgaum
Work from Office
ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Target assigned as per the branch CASA Book as per the branch TD Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities 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, preferably in commerce and related streams Experience 1 year experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents Location: Bengaluru,Belgaum,Ballari,Bhadravati,Bijapur,Challakere,Chikkaballapura,Chintamani,Chitradurga,Davangere,Dharwad,Gadag,Kalburagi,Hassan,Haveri,Hospet,Hosakote,Jamkhandi,Kothamangalam,Maddur,Magadi,Malkajgiri,Mangaluru,Mapusa,Medchal,Mysuru,Nagar,Nelamangala,Puttur,Thrissur,Ramanujnagar,Rajanagaram,Shimoga,Sira,Tiptur,Tiruchirapalli,Tumkur,Udupi,Vasco Da Gama
Posted 2 weeks ago
2.0 - 5.0 years
4 - 8 Lacs
Ambarnath, Ahmedabad, Ahmednagar
Work from Office
Primary Responsibilities: BusinessMeet the set targets on liabilities in terms of open market acquisition and existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects meet select prospects and manage the relationship thereafter Accompany CRSUnsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insightsproduct related feedback with the Sales Manager LiabilitiesCustomersInteract with customers in a courteous and professional manner provide prompt efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement interaction Resolves the customer queries on various accounts FD RD remittances and third party productInternal ProcessesGuide the customer to fill the Account Opening Form ensure receipt and verification of KYC documents obtain customer signatures on all mandatory documents Strictly adhere and maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs BCs and assist customers to use ATMs for dispensing cashLearning and Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRSunsecured loans wrt liability products and support them in selling liabilities Ensure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location: Ahmedabad,Ahmednagar,Ambarnath,Ambejogai,Anand,Aurangabad,Vadodara,Beed,Bharuch,Bhavnagar,Bhiwani,Bhuj,Bhusawal,Dombivli,Gandhidham,Gandhinagar,Gondiya,Goregaon,Himatnagar,Hyderabad,Jalgaon,Jalna,Jamnagar,Karad,Kolhapur,Latur,Mehsana,Mumbai,Nadiad,Nagpur,Nanded,Nashik,Navsari,Panvel,Pune,Pusad,Rajkot,Sangli,Satara,Shirpur,Solapur,Surat,Thane,Valsad,Vapi,Virar
Posted 2 weeks ago
1.0 - 5.0 years
2 - 5 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Process: Outbound Demat Account opening Voice Process Role:– 1. Digital client acquisition of Demat accounts using LMS on provided leads. 2. Ensure the clients downloads our mobile application and complete the KYC process Required Candidate profile Candidate Profile: 1.Sales driven approach 2.Knowledge of Stock Market-Demat Account, Nifty etc. More Details Contact HR Dhanashri: 7796426785 Perks and benefits Performance Bonus and growth opportunities.
Posted 2 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Tiruppur, Coimbatore
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and generate leads through networking and market research. Conduct client meetings and presentations to promote banking products and services. Collaborate with internal teams to resolve customer queries and issues. Achieve monthly and quarterly sales targets by selling banking products and services. Provide excellent customer service to ensure high levels of customer satisfaction. Job Requirements Minimum 2 years of experience in sales, preferably in the BFSI industry. Strong knowledge of banking products and services, including small and medium enterprise banking. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to identify new business opportunities. Experience working with relationship managers or similar roles is preferred.
Posted 2 weeks ago
0.0 - 1.0 years
2 - 3 Lacs
Ambur, Anupshahr, Alleppey
Work from Office
ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries on various accounts, FD / RD, remittances &third party product InternalProcesses Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines MINIMUMREQUIREMENTS OF KNOWLEDGE & SKILLS Qualifications Graduate,preferably in commerce and related streams Experience 1 year experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basicknowledge on retail banking products Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills TimeManagement Sellingskills Telephoniccold calling skills Willingnessto travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing DrivingExecution ManagingRelationships CustomerFocus KEYINTERACTIONS INTERNAL EXTERNAL BranchTeam Unsecured Loans (CRM, CRS); Secured Loans (LoanOfficers); Operations team RegionalProduct & Marketing team StateHR BCAgents Location - Alleppey,Ambur,Anupshahr,Arcot,Aruppukkottai,Chennai,Cherthala,Coimbatore,Coonoor,Cuddalore,Dharapuram,Dharmapuri,Erode,Gobichettipalayam,Gudalur,Hosur,Kannur,Karunagappally,Kollam,Kottarakkara,Kottayam,Kozhikode,Kunnamkulam,Mannargudi,Mayiladuthurai,Mettupalayam,Mylapore,Nagar,Nagercoil,Namakkal,Ooty,Palacode,Panruti,Paramathi-Velur,Paravoor,Paravur,Perambalur,Puducherry,Ramanathapuram,Rasipuram,Salem,Sathyamangalam,Sivakasi,Thanjavur,Thiruvaiyaru,Thiruvallur,Thiruvananthapuram,Tiruvannamalai,Thrissur,Tirunelveli,Tirupathur,Tiruppur,Tiruchirapalli,Udumalaipettai,Vellore,Virudhachalam
Posted 2 weeks ago
3.0 - 8.0 years
5 - 10 Lacs
Bengaluru, Belgaum, Bannerghatta
Work from Office
ROLEPURPOSE & OBJECTIVE Thisrole is responsible for acquiring new current account customersfrom the open market and enhance the relationship with existingcustomers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & needof the customers. Thisrole drives thecurrent account business for the respective branch and ensure theCA targets for the branch is met. Theincumbent provides service to both existing as well as to NTBcurrent account customers. Thisrole also handles cross selling of QR & POS and is accountablefor adherence to compliance and regulatory norms. NON-FINANCIALSIZE CAbook size of the branch CATarget for the branch Generatequality sales leads Handlingof both internal and external queries KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on current account in terms of open marketacquisition & existing customer conversion Focuson building the current account book for the bank Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyMSE staffs on the field for actively driving conversion ofexisting borrowing customers into liabilities customers Crosssell other products of Ujjivan such as QR, POS, Payment Gateway,OD & TPP and pass on quality leads to respective MSE loanofficers. Sharecustomer insights/product related feedback with the BranchManager Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries. Internal Processes Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe cross sell of other products such as QR, POS & TPP Learning & Performance Maintainup to date knowledge of the CA liability products and services aswell as a working knowledge of other products offered in thebranch Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Educational Qualifications Graduate,preferably in commerce and related streams Experience(Yearsand Core Experience Type) Minimum3+ yearsof experience in retail branch banking (preferable in CA sales) FunctionalSkills Basicknowledge on retail banking products especially current account Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills TimeManagement Sellingskills Telephoniccold calling skills Willingness totravel & relocation as per business requirements and careeropportunities Competencies Planningand Organizing CustomerFocus ManagingRelationships DrivingExecution Collaborating Coaching BusinessAcumen Influencing Location - Bengaluru,Bannerghatta,Belgaum,Chennai,Coimbatore,Davangere,Dharwad,Ernakulam,Erode,Hyderabad,Kollam,Kothamangalam,Madhwapur,Madurai,Malkajgiri,Medchal,Mysuru,Nagar,Rajahmundry,Ramanathapuram,Rangareddy,Salem,Tambaram,Thiruvananthapuram,Tiruvannamalai,Thrissur,Tiruchirapalli,Tumkur,Vijayawada
Posted 2 weeks ago
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