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1.0 - 5.0 years

2 - 5 Lacs

Surat

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About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements:: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter Application: If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail tosmitha.nair@kotak.comPlease mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business group "

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1.0 - 6.0 years

1 - 2 Lacs

Ludhiana

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Calling active and budding clients to encourage the purchase of items. Addressing clients' uncertainties, grievances, and suggestions on time. Noting important details of each conversation.

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2.0 - 7.0 years

2 - 3 Lacs

Jalgaon, Kolhapur, Malegaon

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Develop and implement sales and marketing strategies Identify and approach potential clients Manage and maintain customer relationships Train and support the sales team Provide excellent customer service Lead and coordinate sales activities Required Candidate profile Proven experience in Sales and Sales Management Graduation in any field Excellent analytical and problem-solving skills Strong Communication and Customer Service skills Kevisha Lathiya | 88490 20556

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2.0 - 7.0 years

2 - 3 Lacs

Jalgaon, Kolhapur, Nagpur

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Develop and implement sales and marketing strategies Identify and approach potential clients Manage and maintain customer relationships Train and support the sales team Provide excellent customer service Lead and coordinate sales activities Required Candidate profile Proven experience in Sales and Sales Management Graduation in any field Excellent analytical and problem-solving skills Strong Communication and Customer Service skills Kevisha Lathiya | 88490 20556

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0.0 - 1.0 years

5 - 9 Lacs

Chennai

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Skill required: Banking Services - Core Banking Designation: Business Advisory New Associate Qualifications: BBA/BCom Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Develop and deliver core banking solutions for the applications that process the essential functions of banks, including account management, interest calculations, cash deposits and withdrawals processing, customer management and product management. What are we looking for Ability to work well in a teamAdaptable and flexibleAgility for quick learningProblem-solving skills Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification BBA,BCom

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6.0 - 10.0 years

8 - 12 Lacs

Thane

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Function- The Sales Manager is essentially responsible for correct implementation of the sales and marketing strategy in VAP / RSL channel defined by the business unit with a view to attaining a defined Regional sales target with accurate forecast Dimensions of function - Achieve yearly sales revenue target for the defined territory through VAP / Direct accounts. Support VAP and Distribution Channels in their respective regions for all techno commercial requirements Joint visits along with VAP/RSL channel to the decision makers Contacts (internal / external) Internal: Segment heads, Sales Managers, sales Engineers External: All relevant employees in channel organization, especially customer decision makers, consultants. Areas of Responsibility / Tasks Priority What - How - Why 1. To support in implementing effective Solution partner and Distribution partner program in the region. 2. To establish, maintain and improve on meeting the needs of the VAP/RSL Channel and End customers in the region and support for all techno commercial needs 3. Ensure to reach the assigned yearly Regional Sales targets (e.g Order intake & Sales revenue) targets with unique forecast month after month 4. Achieve timely forwarding of Sales funnel review formats, Daily call report and OV/TO Tracking formats on 1st working day of the month for review before Monthly Sales Review Live Meetings with Segment Heads 5. Attend the monthly sales review meeting and provide unique forecast of OV/TO & Collection projection in line with Region targets for the month 6. Achieve Accurate projection of Hit List Projects in sales funnel which are potential orders for the month and highlight the support required to close the project 7. Achieve timely invoicing of Sales orders booked with reference to the Lead time of the product and achieve the forecasted sales revenue target for the month 8. Achieve timely collection as per the collectable outstanding for the month with VAP/RSL Channels and achieve the forecasted monthly collection target 9. Make scheduled monthly visits to Key consultants and closely work on Specifying Siemens products & system portfolio for the upcoming projects and share the lead with VAP/ RSL Channels 10. Make scheduled monthly visits to Key Installers and End users with RSL Channel and work closely to improve the Hit Ratio and support for all the techno commercial needs 11. Make scheduled monthly visits to VAP/RSL Channel and get feedback on on going projects and upcoming projects and share the same in the sales funnel, develop strategy to provide best possible support to the channels and create a Win-Win situation 12. Support development of Prospective VAP/RSL channels in the Region and provide presales and Design support during initial stages to make them familiarize with BP Fire Portfolio 13. Provide Product selection and support for usage of software tools like HIT, Easy VASP and technical application assistance to VAP/RSL Channels 14. Provide input for regional market intelligence and acquire knowledge on Competitors product portfolio and market share and share the same with Product Manager and Segment Heads 15. To build, motivate, develop, coach and train sales engineers with the correct skill sets, ensure proper assignment of work to sales resource and proper job review inputs 16. Support negotiation with Partners, customers and close the sales as and when required 17. Share the best practices adopted by the Regional VAP/RSL channels and strategy devised to bag the order with other BP Regional sales team on case to case basis 18. Ensure that all decisions are taken are in line with applicable guidelines and necessary Approvals 19. Achieve atleast 90% score on Products & systems Competency check and ensure to have the sales resource are up to the required competency levels 20. Identify internal and external training requirements for Selg and Regional sales resource and support in execution of the same. 21. Propose and participate in personal skill development programs 22.Support in implementation of marketing activities as and when participated Competencies: Sales Manager Techniques (Technologies / Methodologies / Professional Knowledge) Product & Systems knowledge Knowledge of BP Fire products, Cerberus DMS, Product USP's and sales Arguments with competition Product portfolio strategy Know to understand the product portfolio strategy, Product Phaseout strategy and relevant standards applicable for Fire Products Customer knowledge incl. customer's key processes To know the customer's organization and its Sales, Presales, Commissioning resource along with technical & financial decision makers Market trends & Competitor knowledge in SI-BP Fire Products & system portfolio, To know the regional economic trends, market size of relevant regions and the regional market share of competitors To know general technology trends/standards Selling techniques To know e.g. value selling methods To know presentation techniques To know how to create new requirements Knowledge of internal business processes of Siemens Knowledge of the SI-BP-India organizational structure, incl. tasks, functions and people, the main processes and their interrelation Proposal Management To know how to understand customer's needs, processes and requirements To know how to transfer specification into solution To know how to offer alternative products in case of non existence of the range of products in portfolio Business Planning Knowledge of planning/forecasting to meet the Regional sales targets Commercial knowledge Knowledge of local sales rules & regulations Knowledge of commercial and Logistics aspects Leadership & motivation methods & tools To know how to set and evaluate targets in order to align with the goals of the Business unit To know how to develop & manage a cross-functional/cross-regional team Negotiation & communication methods- To know how to work in an intercultural environment To know how to develop clear strategies To know how to focus on a target Competencies: Techniques (Technologies / Methodologies / Professional Knowledge) IT-tools To know how to handle needed applications and how to get data to serve different purposes English & language of customer To know how to speak, understand and communicate clearly & effectively in business language incl. technical product language in different situations such as presentations, internal communication, negotiations, customer meetings. Compliance To know the Business Conduct Guidelines and applying them in day to day work.

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0.0 - 4.0 years

3 - 6 Lacs

Coimbatore

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Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

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1.0 - 4.0 years

6 - 10 Lacs

Mumbai, Pune, Delhi / NCR

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Responsibilities Core Responsibilities: Sales Process Management Create appropriate builder development plans by identifying potential developers and the decision makers within the clients organization and set up meetings accordingly. Build relationships with their required team by calling and meeting as appropriate within the respective market or geographic area to ensure a robust pipeline of opportunities and leverage network. Collaborate with the sales/CRM team to develop proposals that will anticipate the clients needs, concerns, and objectives. Timely Present/ update new products and schemes and enhance existing relationships. Lead Management from the client specified team and populating the same in our internal systems Submit weekly progress reports and ensure data is accurately entered and managed within the companys CRM or other sales management system. Partner with the marketing team to ensure that prerequisites are fulfilled in a timely manner. Collaborating with internal stake holders for allocating the leads and delegating the task to the appropriate team members. Use knowledge of the market and competitors to identify opportunities for campaigns, services, and distribution channels and develop the companys unique selling propositions and differentiators so as to maximize sales Maintaining the proper MIS on daily basis and consolidating the same on Month end for some analytical inputs Industry & Governance Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Location: mumbai,delhi,pune,bangalore,hyderabad,chennai

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2.0 - 6.0 years

1 - 3 Lacs

Mumbai, Bengaluru, Delhi / NCR

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We are looking for a highly skilled and experienced Customer Service Officer to join our team in the retail sector. The ideal candidate will have excellent communication skills and be able to provide top-notch service to our customers. Roles and Responsibility Handle customer inquiries and resolve issues professionally. Provide timely and accurate information about products and services. Build strong relationships with customers to increase loyalty and retention. Collaborate with internal teams to resolve complex customer complaints. Maintain high product knowledge to effectively communicate with customers. Identify opportunities to upsell and cross-sell products to existing customers. Job Requirements Strong understanding of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Proficient in using technology and software applications. Strong problem-solving and analytical skills. Ability to work collaboratively as part of a team. Experience working in the BFSI industry is preferred. Competitive salary and benefits will be offered to the right candidate.

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2.0 - 6.0 years

6 - 10 Lacs

Mumbai, Pune, Delhi / NCR

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Key Objectives : To drive sales and ensure business targets are achieved Responsibilities : 1. Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships.2. Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals3. Maximize sales through a network and relationships to ensure strong business4. Develop and maintain strong liaisons with the clients for repeat business or referrals.5. Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion.6. Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area7. Align with the team on ground lead generation activities for Sales.8. Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies9. Constantly keep abreast on market trends and competitor intelligence so as to build and develop effective sales and marketing strategies10. Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market.11. Ensure compliance to all Audit / RBI regulations as well as processes, policies and reports as per company designed systems. Qualification -Graduate in any discipline Location: mumbai,delhi,pune,bangalore,hyderabad,chennai

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2.0 - 4.0 years

2 - 6 Lacs

Chennai

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Education and Experience - Graduation mandatory; 2-4 yrs. in Life Insurance sector will be preferred. Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Convert leads and generate business through leads shared by the organization Visit potential customers for new business Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management Keep database current and accurate with target customer, current customer, and future customer Ensuring that business targets are met month on month Working on pre-fixed appointments Professional Strengths - Strong communication skills Stability At least 1-2 years working with a same organization What's in it for you - High Earning potential through Incentives as well as BDAs (Business Development Allowance) Defined Career Growth path Fast track promotion on completion of Goal Sheet Regular Skill enhancement program

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2.0 - 4.0 years

3 - 7 Lacs

Pune

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Education and Experience - Graduation mandatory; 2-4 yrs. in Life Insurance sector will be preferred. Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Convert leads and generate business through leads shared by the organization Visit potential customers for new business Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management Keep database current and accurate with target customer, current customer, and future customer Ensuring that business targets are met month on month Working on pre-fixed appointments Professional Strengths - Strong communication skills Stability At least 1-2 years working with a same organization What's in it for you - High Earning potential through Incentives as well as BDAs (Business Development Allowance) Defined Career Growth path Fast track promotion on completion of Goal Sheet Regular Skill enhancement program

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2.0 - 6.0 years

2 - 4 Lacs

Chennai

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About The Role Job Role: " Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members " Overall responsible for break-even and 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.

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1.0 - 6.0 years

2 - 6 Lacs

Surat

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About The Role Job Role: " Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members " Overall responsible for break-even and 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.

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2.0 - 4.0 years

2 - 6 Lacs

Ahmedabad

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Role Relationship Manager DM Sales (L2) Education and Experience - Graduation mandatory; 2-4 yrs. in Life Insurance sector will be preferred. Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Convert leads and generate business through leads shared by the organization Visit potential customers for new business Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management Keep database current and accurate with target customer, current customer, and future customer Ensuring that business targets are met month on month Working on pre-fixed appointments Professional Strengths - Strong communication skills Stability At least 1-2 years working with a same organization What's in it for you - High Earning potential through Incentives as well as BDAs (Business Development Allowance) Defined Career Growth path Fast track promotion on completion of Goal Sheet Regular Skill enhancement program

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1.0 - 5.0 years

7 - 11 Lacs

Mumbai

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About The Role Job role: Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs 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 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 Job Requirements:Qualification - Graduate MBASkills & Experience Customer relationship management skills - Sales and service orientation

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4.0 - 8.0 years

9 - 12 Lacs

Siruguppa

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About The Role Job Role: " Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members " Overall responsible for break-even and 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.

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1.0 - 5.0 years

7 - 11 Lacs

Chennai

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About The Role Job role: Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs 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 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 Job Requirements:Qualification - Graduate MBA Skills & Experience Customer relationship management skills - Sales and service orientation

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8.0 - 13.0 years

30 - 35 Lacs

Chennai

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Job Description: Retrofit Sales Manager Role Overview: We are seeking a dynamic Retrofit Sales Manager to lead our customer-facing efforts in handling Retrofit sales and AMC for ELV (Extra-Low Voltage) products This role is crucial for ensuring high customer satisfaction, expanding our service business, and managing a team of sales engineers to achieve regional targets Key Responsibilities: Customer Interaction & Sales Management: Manage Retrofit sales and AMC for ELV products, ensuring high levels of customer satisfaction in the assigned region. Lead and manage a team of sales engineers to meet regional sales targets. Technical Expertise & Planning: Possess a strong understanding of building systems, including Building Management Systems (BMS), Fire Safety, Security & Surveillance, and associated systems. Knowledge of HVAC and electrical building codes, IoT, Cloud offerings, and Industry 4.0 is advantageous. Develop and implement strategies to achieve service sales targets and identify opportunities for Retrofit and expansion. Forecasting & Lead Generation: Prepare monthly forecasts and maintain an accurate sales pipeline to meet or exceed annual sales objectives. Generate new leads, manage the profit margin of relevant projects, and maintain relationships with key internal and external stakeholders. Responsible for achieving the yearly service sales targets overall. Relationship Building & Negotiation: Build and maintain strong relationships with end users, consultants, architects, turnkey contractors, and other industry professionals. Develop negotiation strategies to meet customer needs and maximize revenue. Strategic Development & Support: Create opportunities for Retrofit/Modernization and maintenance contracts within Integrated Building Management Systems (IBMS). Collaborate with technical teams for customer-specific development needs and provide accurate account insights and competitive information. Qualifications: Educational Background: Bachelors degree in Electronic, Electrical, or Computer Engineering. Experience : 8-15 years of sales experience with a focus on Building Automation and associated systems and services. Proven track record in driving service sales and managing retrofit, project expansion, and service contracts. Skills : Excellent communication, interpersonal, and organizational skills. Strong knowledge of security applications, including access control, BMS, video surveillance, perimeter intrusion, and integrated security platforms. Should be focused on IOT, Digital solutions selling to end customer via consultative approach Ability to travel up to 50% domestically as required. Familiarity with BMS/IBMS, Security/Networking, IT securities, and emerging technology trends.

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2.0 - 6.0 years

2 - 6 Lacs

Mysuru

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Role Premier Relationship Manager DM Sales (L3) Education and Experience - Graduation mandatory; 2-6yrs. in Life Insurance sector will be preferred.Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Convert leads and generate business through leads shared by the organization Visit potential customers for new business Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management Keep database current and accurate with target customer, current customer, and future customer Ensuring that business targets are met month on month Working on pre-fixed appointmentsProfessional Strengths - Strong communication skills Stability At least 1-2 years working with a same organization What's in it for you - High Earning potential through Incentives as well as BDAs (Business Development Allowance) Defined Career Growth path Fast track promotion on completion of Goal Sheet Regular Skill enhancement program

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4.0 - 8.0 years

9 - 12 Lacs

Barnala

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About The Role Job Role: " Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members " Overall responsible for break-even and 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.

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2.0 - 6.0 years

3 - 7 Lacs

Visakhapatnam

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Role Premier Relationship Manager DM Sales (L3) Education and Experience - Graduation mandatory; 2-6yrs. in Life Insurance sector will be preferred.Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Convert leads and generate business through leads shared by the organization Visit potential customers for new business Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management Keep database current and accurate with target customer, current customer, and future customer Ensuring that business targets are met month on month Working on pre-fixed appointmentsProfessional Strengths - Strong communication skills Stability At least 1-2 years working with a same organizationWhat's in it for you - High Earning potential through Incentives as well as BDAs (Business Development Allowance) Defined Career Growth path Fast track promotion on completion of Goal Sheet Regular Skill enhancement program

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6.0 - 10.0 years

11 - 15 Lacs

Pune

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Educational qualification - Bachelor's Degree Required work experience - 2 to 6 years inLife InsuranceRoles and Responsibilities The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. Set and monitor clear objectives to achieve the agreed sales targets for the partners. Help partners to generate and track leads, close sales. Help partners to upsell and cross sell to customers basis need analysis Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times Take regular feedback from partners and customers on satisfaction on selling process and products Review Sales plan of the partner and support their growth. The employee will be on payroll of Kotak Life but will seat in the premises of Kotak Mahindra Bank.

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1.0 - 5.0 years

2 - 3 Lacs

Muzaffarnagar

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About The Role Job Role: " Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members " Overall responsible for break-even and 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.

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1.0 - 5.0 years

6 - 10 Lacs

Mumbai

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About The Role Job Role: Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs 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 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. Job Requirements: Qualification- Graduate MBA

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