327 Tpp Jobs - Page 10

Dear Candidate, Greetings From "APEX SERVICES" Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.tithee@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991538421.

Dear Candidate, Urgent opening with leading bank for RM. Designation : Relationship Manager CTC : Upto 15 LPA Location : Across Mumbai Acquisition of new Preferred customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers Deepening the size of the relationship Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Bank is the primary banker for these Preferred relationships Maximum share of wallet of these customers is with Bank Key Result / Responsibility Areas: Sales:(Acquiring, Enhancing ,Deepening and Retention) Acquire new customers who meet product criteria and flag them on the system Referrals generated from existing customers Leads generated by branch staff & personal leads Databases Premier Acquisition Channel Increase liabilities size of relationship via: Balances in a/cs of existing customer Acquire all related ids of the Primary id and send racing request on Web-based system/entry form to CPU for flagging and grouping Use FD maturity reports to track maturity of Bank FDs and prevent outflow Use wallet profile to track FDs in other banks and divert them into Bank on maturity Use wallet profile sheet to track accounts and products with other bank and transfer the same Know the customers business to proactively provide financial solutions Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support Penetration of products across family groups. Sales across all product segments-TPP, Assets, Cards etc. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

1. Client Acquisition & Portfolio Management Acquire and manage a portfolio of HNI & Affluent clients . Develop long-term relationships by offering tailored financial solutions . Ensure deep engagement with existing clients to enhance product penetration and increase wallet share. 2. Wealth Management & Advisory Services Provide customized wealth solutions, including mutual funds, insurance, fixed deposits, bonds, structured products, and lending solutions . Conduct periodic portfolio reviews and financial planning discussions. Collaborate with investment specialists to offer personalized investment strategies.

Relationship Manager Dealing Interested candidates can share cv on divya.chawla@religare.com or call on 8169023289 Required skills and qualifications: • At least 2+ years of experience in customer service, sales, account management or a related field. • Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions. • Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively. • Fluent in English, Hindi and at least one regional language. • Possess a sense of customer service and are a team-oriented individual. Preferred skills and qualifications : • Bachelor's degree in business, finance, marketing or related fields. • Proven experience in customer-facing roles like customer service or sales. • Relevant certifications such as Certified NISM Series VIII. • Strong interpersonal, problem-solving and negotiation skills. • Excellent communication skills, both written and verbal. • Strong organizational and planning skills. • Willingness to travel for client meetings and conferences when required.

Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms. NISM 8 certification is mandatory Interested candidates call on 8169023289 and kindly share your updated CV's on divya.chawla@religare.com Thanks & Regards, Divya Chawla Human Resource

Candidate Must Be Having Good Communications Skills & Sales Skills Candidate Have to Cross Sales All Banking Product LI GI MF CASA HNI Client Handing

Advising clients with regard to their investments in Equity & derivatives market. Building relationship with clients & educating them about investments Accelerating client Base Cross Sell of third party products Preferred candidate profile NISM V & VIII certified Candidate must be from Stock broking or Insurance Background and Banking (4-7 years) Interested candidates can share their on resume on priya.saini@hdfcsec.com

Job Role : Acquisition Manager Function : Retail Banking Grade/ Band : Sr. Executive / Assistant Manager Reporting Authority : Branch Manager Location : Athani, Davanagere, Bijapur, Hospet and Hubbali Key Accountabilities : Acquire new to bank customers for current accounts, saving accounts & term deposits by ensuring a high class service experience. Manage customer on-boarding & relationship for 6 months. Ensure that the accounts acquired are active( We shall have to define Active account). Cross-sell other products of the bank. Conduct promotional activities in the branch catchment to promote the bank brand. Ensure complete adherence to KYC & other internal guidelines. Experience & Educational Requirements : BBA/BA/B.sc/BCom Relevant Experience : Minimum 1 year & above experience in core banking sales with good knowledge of banking products. Compensation & Benefits : Hike As per Market Standards under Budget + Family Insurance + Term Insurance + Monthly Incentives + Quarterly recognition + Annual appraisals. Timings : 9:00 AM to 6:00 PM. Working Days : Monday to Saturday (Alternative Saturday's Off) Also, can share resume on jayalakshmi.penchalaiah@suryodaybank.com Whatsapp- 8838622450

Experience: 8+Years Qualification/s: Graduate in commerce / PG / MBA Location: - Allahabad Managing, training, Recruiting and providing overall guidance to the sales team of an assigned territory. Setting reasonable sales targets to be achieved by the sales team. Monitoring the performance of the sales team and motivating members to meet or exceed sales targets. Developing and sustaining long-term relationships with customers. Implementing a sales management process to assist the sales team in identifying and prioritizing key customers and prospects. Business targets and regular review along with Joint meetings. Handling client investments and their portfolio. Cross selling of Third Party products like Mutual fund, PMS, SIP, Corporate Bonds, FD, etc.

Job description Role & responsibilities Maintaining and developing relationships with existing customers via meetings, telephone calls and emails. Cold calling to arrange meetings with potential customers to prospect for new business Visiting potential customers for new business. Conducting promotional activities to generate customer information and follow up on such leads Reviewing own sales performance, aiming to meet or exceed targets Cross selling of various Banking Products

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Nagpur and Vidharbha Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Yogesh Awale Time : 10.30 am to 4.30 pm Date : 29th Mar' 2025 Location : Nagpur Indusind Bank Ltd, Nav Bharat Bhawan, Plot no 3, 1st Floor, Chhatrapati Square, Sneh Nagar, Wardha Road Nagpur- 440015 Since we have multiple openings across Nagpur, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Please note since this is a sales profile, candidates with relevant experience and interest would only be entertained. Regards, Team HR IndusInd Bank

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Pune Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Sourabh Sandeep Time : 10.30 am to 4.30 pm Date : 29th Mar' 2025 Location : Pune IndusInd Bank Limited, GE-142, Forteliza Appartments, Kalyani Nagar, Opp. Mariplex Mall, Pune- 411006. Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Please note since this is a sales profile, candidates with relevant experience and interest would only be entertained. Regards, Team HR IndusInd Bank

We are hiring for CASA sales officer for one of leading Pvt bank. Graduate candidates having own Two wheeler and valid Driving licence age below 30 years and open for field sales of banking products can share updated resume.

Job Description Client Relationship Management Manage existing client portfolio, focusing on Wealth products (Banking, LI, GI, MF, Gold). Acquire new clients through referrals and self-generated leads. Implement engagement programs for client retention. Build rapport and adapt to different customer needs. Provide financial advice on investments, insurance, and banking transactions. Uphold honesty, transparency, and integrity. Sales & Targets Achieve product mix and cross-sell targets. Maintain high productivity in the sales process. Acquire high-value customers through referrals. Ensure customer coverage per approved Relationship Matrix. Educational Qualifications Graduation Post-Graduation Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

RBL Bank PCRM (Preferred Current Account RM) Job Title: PCRM (Preferred Current Account RM) Overall Goal: Current Account RM will be responsible for Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Make RBL Bank a primary bank for customer and get maximum wallet share Key Result / Responsibility Areas: Acquisition of Business Entity (Current Account) customers Acquisition of NTB High Value Current Accounts NTB Acquisition of Current accounts dealing in international Trade Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc Acquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads. Portfolio Management – Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided. Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM to Cross sell appropriate products to the customers and ensure activate usage. Enhance Values within each of the customer groups by ensuring that a/cs are activated Cross Sell Bank Products for revenue generation and engagement Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services. Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family Drive active business transaction through RBL bank account Should know the customer’s business in order to provide banking and financial solutions Register customer for various Direct Banking Channels of the bank Customer Services Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received from portfolio customers within the stipulated TAT’s and ensure appropriate customer communication on closures Preventive complaint management by regular interaction with the customers Target Achievement PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up Basis the Target the RM will be tracked on regular basis for achievement of the Targets CA RM will be evaluated on Portfolio Score Card Competencies: Sales and Influencing Skills Banking Product & Process Knowledge. The candidate should have past experience of Current Account product & processes, Trade & Forex , Door Step banking and other current account related products. Planning and Organizing Skills Communication & Writing skills Knowledge of Competition & Current trends in financial Industry. Preferred Sector: BSFI Education: Post Graduate Experience: Above 3 years in a Current Account /Trade- Forex sales & / or relationship role in any of the sectors mentioned above Reporting: CA RM will report to Branch Managers Salary Range: 6 – 8 Lakhs If Intrested, Please drop your Cv @ Kannambal.s@rblbank.com

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 If Intrested, Please drop your Cv @ Kannambal.s@rblbank.com

Responsibilities: Manage existing client relationships, identify new opportunities. Handle high net worth clients, acquire new ones through Casa channels.

Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions.

Build and handle team for New Business Monitor Market trends, Sales& team performance Build relations-customers to identify their needs Develop & Execute strategic sales plans Collaborate with team for Revenue& Business growth C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

Managing Existing HNI portfolio along with New acquisition,Cross sales of all products. preferably in relationship/ transactional banking & who are dealing with HNI Clients. Responsible for the Sales targets in no's & values are met as per scorecard. Required Candidate profile 5yrs Banking Experience in CASA Sales with Book Managing more than 50CR, He/ She should be working in Banking industry in Current Organisation

Job Description for Relationship Manager-Signature Banking 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. Ensuring adherence to Compliance processes and guidelines. 9. Reduce rejection rates and improve quality of documentation. 10. 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

Job Description for Relationship Manager-Insignia Preferred Banking 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: 8+ 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

Job Title: Elite Relationship Manager (ERM) Company: Leading Bank Location: Chirala, Peddaravur, Palakol, Tadepalligudem, Annamaya Circle, Markapur, Kakinada, and Tenali Experience: Minimum 2 years in CASA account sales, Portfolio handling, and TPP Education: Graduate (Mandatory) Salary: Competitive and as per market standards Job Role & Responsibilities: Manage and grow a portfolio of high-net-worth clients by providing tailored banking solutions. Drive CASA (Current Account & Savings Account) sales and ensure customer acquisition targets are met. Cross-sell retail liability products, third-party products (TPP), and other banking services. Ensure excellent relationship management and customer service to enhance client retention. Identify opportunities for new business development through networking and referrals. Achieve financial and non-financial targets set by the bank. Key Skills & Competencies: Strong experience in CASA sales and portfolio management. Expertise in cross-selling banking products. Excellent communication and relationship management skills. Ability to achieve targets and work in a competitive banking environment.

Designation Sales Manager Role Privilege Industry Financial Services / Broking Academic background Qualification: Graduate. Reporting to Senior Branch Manager or cluster head Team Management Yes 7-8 ppl Work experience Min 6+ years Key Responsibilities Key Job Responsibilities - Acquire quality clients through networking, database, market intelligence, and references from existing clients. Build your own team and guide and lead them and help to regenerate revenue Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Other Job Responsibilities - Market Intelligence - Identify potential threats and opportunities. Maintain a congenial work environment. Maintain the brand image of the organization. Additional Desirable Skills

1. New Client Acquisition Identify and acquire new customers for Current and Savings Accounts (CASA). Conduct cold calls, lead generation, and market mapping to expand the customer base. Develop relationships with key individuals and businesses to increase CASA penetration. 2. Relationship Management & Portfolio Growth Manage and grow a portfolio of existing CASA customers through engagement and superior service. Ensure regular interactions with clients to understand their banking needs and provide customized solutions. Enhance customer experience by addressing queries, resolving issues, and maintaining service excellence.