327 Tpp Jobs - Page 11

1. Sales Management: Drive CASA product sales to achieve and exceed branch targets. Develop and implement branch-level sales strategies and campaigns. Identify and acquire new customers, focusing on both individuals and businesses. Regularly review sales performance and take corrective actions as needed. 2. Customer Acquisition and Retention: Build a robust pipeline of prospective customers for CASA products. Ensure high-quality service to deepen existing customer relationships. Conduct market analysis to identify new business opportunities.

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 : Chinmay Deshmukh Time : 10.30 am to 4.30 pm Date : 21st Mar' 2025 Location : Pune Regional Office, IndusInd Bank Limited : 3rd Flr, Suyog Platinum, Naylor Road, Next to Hotel Conrad, Pune 411 001 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

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. SRINIVAS - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.com No charges.

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. SRINIVAS - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.com No charges.

Relationship Manager/Senior Relationship Manager Experience required : 4 Years + Job Description : 1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 3. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. 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. Signature :- Date :-

Job Name : Branch Relationship Manager Business Development Grade : M2 (Deputy Manager) JOB ROLE : Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Chequebook insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT: Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a key. Thorough understanding of banking Customer Retention Cost Efficiency through Process Interested candidates can drop your cv's below Contact:7207997185 Email:divyasree.m@vipanyglobal.com

Grow and maintain relationship with new & existing clients. Monitor market trends & competitor activities to identify growth opportunities. Manage, train & support sales team to achieve sales targets. Manage Cross selling of other Banking products. Required Candidate profile Any graduate with min 2 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - hasmukh.sresthinfo@gmai.com Call - 9316023316 Perks and benefits On roll job + High CTC Promotions in short time

Handle the Walkin customers on branch. Attend daily 2-3 meeting with customers. Lead and manage the team for Sales. Provide proper training and guidance to team members. Motivate them to achieve sales targets. Manage sales of other banking products. Required Candidate profile Minimum 1 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Neha (8488981861) M-neha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Handle the Walkin customers on branch. Attend daily 2-3 meeting with customers. Lead and manage the team for Sales. Provide proper training and guidance to team members. Motivate them to achieve sales targets. Manage sales of other banking products. Required Candidate profile Minimum 1 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Neha (8488981861) M-neha.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Recruiting, training,&motivating Team Build & maintain strong,long-term relationships with agents Develop&maintain strong relationship with new&existing agents Providing continuous support & guidance to drive sales&performance C-8469483673-HR Mukthi Required Candidate profile Minimum 1 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Grow and maintain relationship with new & existing clients. Monitor market trends & competitor activities to identify growth opportunities. Manage, train & support sales team to achieve sales targets. Manage Cross selling of other Banking products. Required Candidate profile Minimum 1 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Karan (9313391169) M-karan.sresthinfo@gmail.com Perks and benefits On roll job + High CTC Incentives + Allowances

Grow and maintain relationship with new & existing clients. Monitor market trends & competitor activities to identify growth opportunities. Manage, train & support sales team to achieve sales targets. Manage Cross selling of other Banking products. Required Candidate profile Minimum 1 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Karan (9313391169) M-karan.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Designation Cluster Manager Role Privilege Industry Financial Services / Broking Academic background Qualification: Graduate. Reporting to Senior Branch Manager or cluster head Team Management Yes 15 -20 ppl Work experience Min 7+ 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 8-10 LPA

Designation Cluster Manager Role Privilege Industry Financial Services / Broking Academic background Qualification: Graduate. Reporting to Senior Branch Manager or cluster head Team Management Yes 15 -20 ppl Work experience Min 7+ 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 8-10 LPA

Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products If anyone is interested request you to share the updated profiles to trivenis@rathi.com (8951380792)

• Maintain healthy relations with Customers. • Look for better sales Opportunity to grow company revenue. • Lead and manage the activity of sales team. • Motivate them for Sales. • Handle the walkin customers. • Cross sale of other banking products. Required Candidate profile Minimum 1 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On roll job + High CTC Incentives + Allowances

Create a world class NR liability for Bank to take care of the funding requirements of Bank. Meeting acquisition target for liability sales Handling NR clients for service Initiating credit proposals for affluent clients to strengthen relationship

Managing HNI/NRI allocated customer Portfolio Growth of Existing Customer Portfolio End to End Customer Management Cross Sell all investment products Excellent Growth Opportunity Required Candidate profile Currently managing min 20+ Crs portfolios with Indian Banks Expertise in all Banking & Investment Products Proven track record in Relationship Management Securities/Insurance RMs can be considered

Responsibilities: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

In this role, you’ll be responsible for tracking the HNI/Ultra HNI segment to acquire new clients. You’ll also research, investigate, and stay updated on investment opportunities and market trends to help shape client portfolios effectively.

Additional Job Description Job Title: Sales Manager - Premium Banking Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Applicant's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How we’ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

1. Sales Management: Drive CASA product sales to achieve and exceed branch targets. Develop and implement branch-level sales strategies and campaigns. Identify and acquire new customers, focusing on both individuals and businesses. Regularly review sales performance and take corrective actions as needed. 2. Customer Acquisition and Retention: Build a robust pipeline of prospective customers for CASA products. Ensure high-quality service to deepen existing customer relationships. Conduct market analysis to identify new business opportunities.

Job Title - Relationship Manager - First Wealth Place of work - Navi Mumbai, Thane Business Unit - Retail Banking Function - Branch Banking Job Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing deliverables. Roles and Responsibilities - *CASA value build up and new client acquisition. *Ensure effective client engagement leading to cross sell. *Increase in 'Product holding per customer' within mapped portfolio. *Ensure all the clients engaged are profiled and presented with suitable banking products. *Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & *Investment solutions, Retail and SME Loans and relevant banking programs. *Ensure monthly operating plan is met to improve scorecard and decile rankings. *Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement. *Responsible for creating a customer-focussed approach for quick resolution of all queries and complaints to achieve NPS benchmarks. *Custodian of the branch vault, manage vault limits, cash and non-cash transactions. *Ensure Nil instances of cash shortage or excess at teller counter. *Updating the key registers regularly and review branch reports like end of day (EOD) cash position report LTR, Instruments issued etc. *Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format. *Ensure strict adherence to the bank policies and compliance. Secondary Responsibilities - *List the deliverables other than primary, but essential for the role - Perform audit and ensure compliance to internal and external regulations and guidelines *Provide best in-class customer service to all clients to become their primary banker.

Dear Candidate, Urgent opening with leading bank. Exp - Grade - CTC 4 Yrs - E2 - 6 LPA 6 Yrs - E3 - 8 LPA Job Responsibilities : Sales : • Maintain Daily Sales Report • Ensure quality new acquisition on SA and CA for Resident/Non Resident • Penetration of FD to unique customers • Sales of Third Party Products to the customers • Sales of Asset Products • Enhancing customer wallet size Managing Classic Portfolio : • Manage the benchmark no. of customers in the portfolio • Extend Classic benefits to customers basis identification in eligibility lists/ LTR • Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme • Ensure that all classic customers within the portfolio are contacted Achievement of income plans and other benchmarks within portfolio : • Ensure that income plans for the month and year are duly met across products • Achieving of portfolio level benchmarks of and IPH • Usage of netbanking / Mobile banking , Billpay , RDFD penetration benchmark to be met • All customers to have valid mobile and email address Customer services : • Ensure quality customer service is delivered • Recording complaints as per the specified process • Resolving all complaints received (self, branch, other units) within the stipulated TATs • Ensure appropriate customer communication on closures & copy of that to be filed. • 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 Operations: • Ensure certification of documentation required for opening and maintaining customer accounts • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) • Maintaining Tatkal kits as per laid down process • As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process • Opening of accounts under smart account mode Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

KEY RESPONSIBILITIES > The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) > He/She would be responsible to drive the TPP sales through branch sales team and advisors. > Maintaining client relationships and generating AUM from preferred clients. > Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients > Track the Affluent & Super Affluent Client segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. > To coordinate with the product and research team (Centralize CFP Team) for taking investment decisions for the clients. > To conduct and assist in organizing seminars, workshops and other business development activities. Specifications Required- 1. Candidate should have good knowledge & experience of Investment Products such as PMS, IAP, AIF, Bonds, Listed- Unlisted Shares etc 2. Very good communication skills, irrespective of language. 3. Candidate should be presentable.