634 Tpp Jobs - Page 11

Job Description Overview:We are seeking a motivated and dynamic individual for the role of Insurance Sales Manager in the Cross-Sell team. The ideal candidate will have prior experience in life/general insurance sales, demonstrate strong leadership skills, and possess a passion for driving team success. In this role, you will be responsible for achieving the Cross-Sell sales target & managing a team of 3-4 Customer Relationship Executives (CREs) and ensuring the team meets sales targets while maintaining high levels of customer satisfaction. Key Responsibilities:Drive insurance sales through interaction with insurance partners and prospective customers. Build and maintain strong relationships with both insurance partners and potential customers to close sales deals efficiently.Work towards meeting monthly, quarterly, and yearly sales targets while developing strategies for achieving growth and improving sales processes. Supervise and guide a team of 3-4 CREs, ensuring that they are on track to achieve individual and team sales targets.Provide ongoing coaching, training, and performance feedback to CREs to help them improve their sales skills and achieve KPIs. Monitor individual and team performance against set goals, and provide motivation, guidance, and corrective actions when needed. Optimize team productivity by effectively managing the team of relationship managers so to assure achievement of team results and thereby meet the business targets and profitability of the area.Stay updated on industry trends and competitive landscape to effectively pitch and close insurance sales. Track sales performance and provide regular updates to supervisors on team progress, potential risks, and areas for improvement.Ensure compliance to all Audit / RBI / IRDAI regulations as well as processes, policies and reports as per company designed systems. Skills and Competencies:Minimum 4 year of experience in insurance sales, with a proven track record of achieving sales targets.Strong team management skills with the ability to motivate, mentor, and lead a team. Good verbal and written communication skills, with the ability to build relationships with clients and internal teams effectively. Desired Qualifications:Graduate in any discipline.Proficient in MS Office.Knowledge of insurance products and the market.

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.

Qualification : Graduate with NISM 8 Job Description: Execute the orders on behalf of clients. 1.Ensure the volume of trade is higher & clients trade frequently. 2.Punch orders for clients on NSE/ BSE terminals. 3.Recommending and guiding the clients on investment strategies. 4.Monitor client exposure limits. 5.Solving queries of the clients regards market and investment. 6.Drive focus on generating new business/client base Interested candidates can contact to MISS MANSI YADAV Contact No. 7428 895 061 Email I'd - mansi.y@opusglobalservices.com

Job Description Qualification: Graduate with NISM 8 Execute the orders on behalf of clients. 1.Ensure the volume of trade is higher & clients trade frequently. 2.Punch orders for clients on NSE/ BSE terminals. 3.Recommending and guiding the clients on investment strategies. 4.Monitor client exposure limits. 5.Solving queries of the clients regards market and investment. 6.Drive focus on generating new business/client base Interested candidates can contact to MISS MANSI YADAV Contact No. 7428 895 061 Email I'd - mansi.y@opusglobalservices.com

Job description: Achieving the business targets assigned in terms of up selling 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 To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE:a) Qualifications - Graduationb) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Role & responsibilities : 1. Source and manage Trade/Forex centric business relationships and generate TFX revenue from these clients. 2. Sourcing asset relationship for business banking lending (Working capital Fund base and Non Fund Base). 3. Sourcing deals for SME/Corporate Lending. 4. Sourcing of retail asset products ( LAP, Home Loan/Loan against shares/Commercial Vehicle/Equipment Funding). 5. Sourcing and nurturing relationship through cross sell of family accounts (SA), Current Accounts, FDs, RDs and third party products like life insurance, general insurance, health insurance, ULIPs etc. 6. Sourcing high value CASA relationship for bank. Key Skill Required : 1. Minimum experience of 5 years required in banking industry. 2. Candidates with basic knowledge of Working Capital, Trade & Forex and CASA centric are preferred. 3. Candidates need to have good connect with DSA and have ability to work independently. 4. Wiling to travel to generate business for the bank.

Job Title - Branch Manager- Chennai Business Unit - Retail Banking Function -Branch Banking Location - Chennai Roles & Responsibilities: Own the P&L for the branch and direct all operational aspects including distribution operations, customer service, administration and sales. Assess local market conditions and identify current and prospective sales opportunities. Responsible for achieving overall product targets - CASA, Investments, Insurance, Trade Services and Term Deposits & managing group business products like Business Banking products & other Assets products (Home Loan, Loan against Property (LAP) etc.) Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs. Adhere to high ethical standards and comply with all regulations/applicable laws. Network to improve the presence and reputation of the branch and company. Stay abreast of competing markets and provide reports on market movement and penetration. Establish the Bank and the brand in the catchment area. Responsible for achieving overall branch targets and ensuring branch profitability. Cultivate relationships with individual and corporate customers. Secondary Responsibilities: Spearhead manpower planning, recruitment and training processes for both on-roll and off-roll employees to ensure high performing talent across levels. Bring out the best of branchs personnel by providing training, coaching, development, and guidance. If Interested kindly apply, shortlisted profiles will get calls/email for interview.

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

Job Description : Branch Relationship Head Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements and internal policies. Implement effective risk management practices to mitigate potential risks associated with client relationships and transactions. Performance Monitoring: Monitor key performance indicators (KPIs) and financial metrics to assess the performance of relationship banking activities. Take proactive measures to address any deviations from targets. Market Intelligence: Stay updated on market trends, competitor activities, and industry developments. Leverage market insights to identify opportunities for business expansion and strategic partnerships. Cross-functional Collaboration: Collaborate with internal stakeholders, including product managers, credit risk analysts, and operations teams, to streamline processes and deliver seamless banking experiences to clients.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Hyderabad. The ideal candidate will have 2 to 7 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform various tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 2 years of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Experience in logging cases in the system as per SOP. Familiarity with auditing and RBI regulations. Educational qualificationsAny Graduate or Postgraduate degree. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a motivated and dynamic individual with 2 to 7 years of experience to join our team as a Customer Sales Executive in the Insurance Cross-Sell team, located in Patna. The ideal candidate will have prior experience in life/general insurance sales and possess a passion for driving sales and building strong customer relationships. Roles and Responsibility Drive insurance sales by interacting with insurance partners and prospective customers to meet individual sales targets. Work towards meeting monthly, quarterly, and yearly sales targets while ensuring high levels of customer satisfaction. Stay updated on industry trends, product offerings, and competitive landscape to effectively pitch and close insurance sales. Ensure compliance with all Audit/RBI/IRDAI regulations and maintain accurate records of sales performance. Provide regular updates to management on progress, potential risks, and areas for improvement. Build and maintain strong relationships with both insurance partners and prospective customers. Job Minimum 2 years of experience in insurance sales with a proven track record of achieving sales targets. Good verbal and written communication skills, focusing on achieving sales targets and driving personal performance. Excellent interpersonal skills and the ability to maintain customer relationships. Under-Graduate or Graduate in any discipline with basic knowledge of MS Office. Knowledge of life and general insurance products is an added advantage. Ability to work in a fast-paced environment and consistently meet sales targets.

We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Kolkata. The ideal candidate will have 1-6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Perform customer retention activities under the guidance of the Supervisor/Manager. Identify potential business opportunities with customers. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products with the help of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Knowledge of audit and RBI regulations. Any graduate degree is required. Experience in customer relationship management and sales strategy development is preferred. Additional Info The company offers a dynamic work environment and opportunities for growth and development.

We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Durgapur. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Identify potential business customers with the guidance of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the process for disbursement. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with their help. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Knowledge of audit and RBI regulations. Any graduate degree is required. Additional Info The company name is TATA CAPITAL LIMITED, and the industry is Banking / Financial Services / Broking.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Mumbai, Vikhroli. The ideal candidate will have 1-3 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Assist in empaneling new vendors and developing relationships with them. Ensure compliance with all Audit/RBI regulations with the help of the Manager/Supervisor. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Experience in insurance or TPP is an added advantage. Any graduate can apply for this position. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, committed to providing exceptional customer service and building long-term relationships with its clients.

We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Kolkata. The ideal candidate will have 1-3 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Identify potential business customers with the guidance of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with their help. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong knowledge of banking operations and financial services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Any graduate degree is required. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Pune. The ideal candidate will have 2-5 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 2 years of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Experience in logging cases in a system as per SOP. A graduate degree is required for this position.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Nashik. The ideal candidate will have 1 to 6 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of audit and RBI regulations. Ability to empanel new vendors and develop relationships with them. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Any graduate degree is required. Additional Info The selected candidate will be working at Metro 99 Commercial Complex - CSE, Nashik.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Delhi. The ideal candidate will have 1-3 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong problem-solving and analytical skills. Experience in insurance or related fields is an added advantage. About Company TATA CAPITAL LIMITED is a leading company in the banking and financial services industry, committed to providing excellent customer service and building long-term relationships with its clients.

We are looking for a highly motivated and experienced Customer Sales Executive to join our team in Siliguri. The ideal candidate will have 2-5 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Perform customer retention activities under the guidance of the Supervisor/Manager. Identify potential business opportunities with customers. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 2 years of experience in sales, preferably in banking or financial services. Strong knowledge of audit, RBI, and financial services. Ability to work under pressure and meet targets. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Educational qualificationsAny Graduate or Postgraduate degree. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Surat. The ideal candidate will have 1-3 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong problem-solving and analytical skills. Experience in logging cases in the system as per SOP. A graduate degree is required for this position.

We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Jamshedpur. The ideal candidate will have 1-6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Perform customer retention activities under the guidance of the Supervisor/Manager. Identify potential business opportunities with customers. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products with the help of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Knowledge of audit and RBI regulations. Any graduate degree is required. Experience in insurance sales is an added advantage. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, committed to providing exceptional customer experiences and driving business growth.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Baroda. The ideal candidate will have 1-3 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong problem-solving and analytical skills. Experience in insurance is an added advantage. Any graduate can apply for this position. About Company TATA CAPITAL LIMITED is a leading company in the banking and financial services industry, providing excellent customer service and support to its clients.

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Location - 13th Floor - A, Statesman House, Barakhamba Road, New Delhi - 110001 Noida - ANSAL FORTUNE ARCADE, Unit no = MZ 52 To 63, MEZZANINE FLOOR, ANSAL FORTUNE ARCADE SECTOR 18, NOIDA PIN- 201301 UTTAR PRADESH Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidate can share there updated resume at devashree.lad@hdfcsec.com