317 Tpp Jobs

Role & responsibilities The incumbent would be responsible for growth of Third party business in the region under his / her control, meet the revenue plan for the region across functions He/ She would be responsible for execution of business plans in his/her region and providing region specific inputs to TPP Central Team while chalking out the business plan for TPP Products The incumbent to understand the TPP business dynamics in the region and take adequate responsive / proactive measures to increase the revenue / insurance penetration in existing / new to bank customers The incumbent would be responsible for maintaining the optimum product mix to maximize revenue in the region across all functions Responsible for working closely with central TPP Team to drive suitable product, timely launch of new products, marketing activities, rewards and recognition in his/her respective region Responsible for recruiting and motivating team to perform at optimum levels in the region Responsible for building and maintaining relationship with all internal and external stakeholders in the Region Responsible to manage the TPP Area Managers for the assigned region Preferred candidate profile

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

Role & responsibilities Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: • Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories • ERV and NTB growth as per targets set for the branch • Achieve overall deposits growth • Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.) • Achieve certification on all the products being sold through the branch • Adherence to policies and guidelines such as KYC & AML Customer Services: • Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint management • Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfaction • Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teams • Ensure quality customer service is delivered disseminating required product information • Recording complaints as per the specified process and resolving all complaints received from customers within the stipulated TATs • Ensure appropriate customer communication on closures • Preventive complaint management, asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Portfolio Management • Candidate will be responsible to manage Aspire Banking Customer Portfolio of the bank (subject to creation of Aspire Banking Portfolio in the branch) • Identify existing/new customers who meet Aspire banking program criteria and upgrade these customers under the Aspire Banking program in line with the program criteria • Ensuring that customers make RBL their primary bank • Knowing about where all the customer is currently banking and moving him to our Bank • Ensuring that customer scoping is done and products are targeted accordingly • Sales to family members and associates which have been grouped together • Relationship enhancement by cross selling other bank products. • Regular customer contact to establish needs of the customer and opportunities to cross-sell • Meet the Performance Score Card • Achieving of portfolio level benchmarks of contactibility, Family grouping, Product Cross, channel Activation Achievement of income plans and other benchmarks • Ensure that business plans for the month/quarter/year are duly met across products • Service benchmarks are met Education: Graduation must (min. score of 50%) Competency: - Sales and Influencing Skills - Banking Product & Process Knowledge - Planning and Organizing Skills - Communication Skills - Customer Service - Customer portfolio management skills Certification (Preferred): • AMFI Certification • IRDA Interested Candidates Contact :8341137995(kavya.p) Hiring for Kotak and RBL RMPA,RMPA Elite,Aspire RM,PCARM,Corporate salaries RM & SM.

Role & responsibilities Job Description of SDA- Non Cash (Aspire) Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: • Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories • ERV and NTB growth as per targets set for the branch • Achieve overall deposits growth • Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.) • Achieve certification on all the products being sold through the branch • Adherence to policies and guidelines such as KYC & AML Customer Services: • Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint management • Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfaction • Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teams • Ensure quality customer service is delivered disseminating required product information • Recording complaints as per the specified process and resolving all complaints received from customers within the stipulated TATs • Ensure appropriate customer communication on closures • Preventive complaint management, asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Portfolio Management • Candidate will be responsible to manage Aspire Banking Customer Portfolio of the bank (subject to creation of Aspire Banking Portfolio in the branch) • Identify existing/new customers who meet Aspire banking program criteria and upgrade these customers under the Aspire Banking program in line with the program criteria • Ensuring that customers make RBL their primary bank • Knowing about where all the customer is currently banking and moving him to our Bank • Ensuring that customer scoping is done and products are targeted accordingly • Sales to family members and associates which have been grouped together • Relationship enhancement by cross selling other bank products. • Regular customer contact to establish needs of the customer and opportunities to cross-sell • Meet the Performance Score Card • Achieving of portfolio level benchmarks of contactibility, Family grouping, Product Cross, channel Activation Achievement of income plans and other benchmarks • Ensure that business plans for the month/quarter/year are duly met across products • Service benchmarks are met Education: Graduation must (min. score of 50%) Competency: - Sales and Influencing Skills - Banking Product & Process Knowledge - Planning and Organizing Skills - Communication Skills - Customer Service - Customer portfolio management skills Certification (Preferred): • AMFI Certification • IRDA Interested Candidates Contact:7207997185

Roles and Responsibilities • New client acquisition for trading and Demat account • Cross selling of investment products like Equity and Mutual funds • Maintaining client relationship. • Remain update about the latest investment products and market trends. • To guide the client about suitable investment/trading products as per clients profile • To ensure the achievement of acquisition targets of HNI clients, retail clients. • Developing and implementing marketing strategies to grow the customer base.

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at amisha.agrawal @v-konnect.com Call / WhatsApp on 8109429473

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at amisha.agrawal @v-konnect.com Call / WhatsApp on 8109429473

Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month

Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement “Total Client Ownership”. Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years Interested candidates kavya.p-8341137995

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : Across Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 6 -8 years of experience Post Graduate - 4-6 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

Preferred candidate profile Minimum 1+ Years experience Mandatory required in CASA sales. Acquire new customers for liabilities from open market. (current account- saving account). Assist the customers 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 Interested Candidates Can Call Or Share your updated resumes on - mahesh.dolare@ujjivan.com / 8855042842 (WhatsApp)

The Business Development Manager will be responsible for acquiring new-to-bank customers from the open market and nurturing them for one year. This role involves servicing the customers and cross-selling banking products and services. After the initial nurturing period, customers will be assigned to respective Relationship Managers (RMs) or Relationship Officers (ROs) based on their eligibility. Role & responsibilities Acquire new-to-bank customers from the open market through direct sales, referrals, and marketing campaigns. Conduct needs analysis to understand customer requirements and offer tailored banking solutions. Build and maintain strong relationships with new customers for one year, ensuring high satisfaction and engagement. Deliver excellent customer service by resolving queries and providing ongoing support. Cross-sell banking products such as savings accounts, credit cards, loans, investments, and insurance. Monitor customer behaviour to identify upselling and cross-selling opportunities. Collaborate with internal teams (marketing, product, operations) for smooth onboarding and servicing. Maintain accurate customer records in the CRM system. Prepare reports on acquisition, retention, and cross-sell performance. Transition customers to RMs or ROs based on eligibility after the nurturing period If Interested, pls share resume on supriya.minde@unitybank.co.in or whatsApp resume on 9004172930

Siliguri - Walk In Drive Details Interview Date - 13th June- 2025 Interview Location - Ujjivan Small Finance Bank - Siliguri Branch , Kelson Complex, Sevoke Road, Ward Number 13, Punjabi Para, Siliguri, West Bengal 734001 Interview Time - 10 am to 3 pm Contact Person- Mr. Malay Mukherjee (Area Head-Branch Banking) Job Location: SILIGURI + DHUPGURI + JALPAIGURI + SHIV MANDIR Role & responsibilities 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 The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. 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 Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

Kalapahar - Guwahati Walk In Drive Details Interview Date - 13th June- 2025 Interview Location - Ujjivan Small Finance Bank - Lachit Nagar Branch , Prithivi Mansion, GS Rd, opp. KFC building, South Sarania, Dispur, Lachit Nagar, Guwahati, Assam - 781007 Interview Time - 10 am to 3 pm Contact Person- Mr. Biswajit Deka (Area Head-Branch Banking) Job Location: Kalapahar - Guwahati Role & responsibilities 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 The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. 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 Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

EQUITY DEALER : Must be from broking industry, having experience of 2-3 years NISM 8 mandatory Stability is mandatory Notice Period - max to max 45 days Cross selling 6. Client base must be there Interested Candidates can Contact Miss MANSI YADAV Contact No.- 7428 895 061 E mail I'd - mansi.y@upusglobalservices.com

Preferred candidate profile Role & responsibilities : Minimum 3 Years experience is mandatory in CASA & Branch Banking sales . Acquire new customers for liabilities from open market. (CASA) Assist the customers 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. Interested Can Share you updated resume - mahesh.dolare@ujjivan.com / 8855042842

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic sales professionals for the following roles (On the payroll of Kotak Mahindra Bank) if interested in Open Market Field Sales. Acquisition Manager / Premier Acquisition Manager: Grade: Asst. Manager & Dept. Manager - M1 & M2 Maximum Age Limit: 28 Years Job Description: To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile: Excellent communication skills. Should have some existing base of customers (Applicable for Fresher's) Graduate/Post Graduate : Fresher's/1-2 years of experience Customer orientation High energy levels with a motive to succeed

Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month

Regulatory compliance adherence. • Ensuring profitability at a branch level unit. Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-33 Any industry from sales experience 1 to 4 Years BFSI work experience preferred Good communication & interpersonal skills Perks and benefits Fixed package Incentives Medical Insurance Coverag

SPE/SME/TL - Escrow process

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Role & responsibilities Job Description Functional Designation Relationship / Sales Manager - CASA Department Branch Banking Job Sales / Acquisition Job Title Assistant Manager; Deputy Manager Location PAN India- As defined Reporting To Branch Manager Position Purpose Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. Position Responsibilities Sr. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Qualifications and Experience Requirement Qualifications Minimum Graduate Preferred MBA + IRDA qualified Experience Essential 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. Should know the local language. Competency Requirements Technical Skills Skill Attribute Computer Skills Good skills of Excel. Banking Knowledge Candidates with basic knowledge of Business Banking, Trade/FX will be preferable. Behavioural Skills Skill Attribute Communication Skills Good written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards Interested people contact: kavya.p-8341137995

Roles and Responsibilities Meet or exceed monthly targets for sales performance. Collaborate with internal teams to resolve client issues and improve overall service delivery. Manage relationships with high net worth individuals (HNIs) and ultra HNI clients across various channels. Identify new business opportunities through cross-selling and upselling of banking products such as Retail Liabilities, TPP, Portfolio Management, Field Sales, and Casa Sales. Develop and maintain strong relationships with existing clients to increase customer satisfaction and loyalty. Interested candidates can reach out through Kavya.p-8341137995

Role & responsibilities Job Description Functional Designation Relationship / Sales Manager - CASA Department Branch Banking Job Sales / Acquisition Job Title Assistant Manager; Deputy Manager Location PAN India- As defined Reporting To Branch Manager Position Purpose Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. Position Responsibilities Sr. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Qualifications and Experience Requirement Qualifications Minimum Graduate Preferred MBA + IRDA qualified Experience Essential 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. Should know the local language. Competency Requirements Technical Skills Skill Attribute Computer Skills Good skills of Excel. Banking Knowledge Candidates with basic knowledge of Business Banking, Trade/FX will be preferable. Behavioural Skills Skill Attribute Communication Skills Good written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards Interested people contact:7207997185