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3.0 - 7.0 years
0 Lacs
vadodara, gujarat
On-site
As an Individual at Workassist, you will be a self-motivated and decisive Relationship Manager in the Banking industry. Your primary responsibility will be to focus on portfolio growth and management by increasing the Liability book and Investment AUM portfolio size. This involves deepening relationships with existing clients and acquiring new clients to drive revenue growth through cross-selling business banking and wealth management products such as Trade Forex, Insurance, Investments, and Retail Assets. You will play a crucial role in client acquisition by targeting high-potential business and individual clients, including resident and NRI clients, to expand the client base. It is essenti...
Posted 3 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
silchar, kohima, lumding
Work from Office
Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking can apply Perks and benefits Incentives + allowances +Fast-track promotion
Posted 3 weeks ago
5.0 - 10.0 years
5 - 13 Lacs
hyderabad, chennai, bengaluru
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, s...
Posted 3 weeks ago
5.0 - 10.0 years
7 - 12 Lacs
pune, ahmedabad, mumbai (all areas)
Work from Office
Role & responsibilities 1. Business/ Financials Drive NRI business across mapped region through branch team engagement Identify and convert NRI leads through various channels (branch, referral, personal network) Drive cross-sell of NRI-focused products (NRE/NRO accounts, Forex, TPP products) 2. Customer (Both Internal & External) Conduct joint customer calls with branch teams for pitching NRI offerings Support branches as single point of contact for NRI business enablement Address escalations related to NRI services and ensure timely resolution 3. Internal Process Ensure adherence to regulatory (RBI) and internal compliance norms for NRI accounts Guide branches in documentation, KYC, and onb...
Posted 3 weeks ago
1.0 - 6.0 years
2 - 6 Lacs
kolkata, nagpur, nashik
Work from Office
Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...
Posted 3 weeks ago
4.0 - 9.0 years
3 - 8 Lacs
siliguri
Work from Office
Role & responsibilities: Eligibility: Minimum 4-5 years of experience in Retail Branch Banking. Responsible for overall smooth day to day operations of the branch. Ensure branch compliance, customer satisfaction, timely resolution of customer grievances. Leading cross sell initiative of the branch and ensuring all staff members are involved. Age Criteria: Upto 35 years
Posted 3 weeks ago
4.0 - 9.0 years
8 - 12 Lacs
vijayawada, hyderabad, chennai
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com
Posted 3 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
coimbatore
Work from Office
Dear Candidate, We have urgent job opening for Retail Branch Banking - Coimbatore (In & Around). We are conducting direct walk-in interview in @ Coimbatore, Thudiyalur Branch (Coimbatore) - 29th August 2025. Below are the Interview details: Interview Date: 29th August 2025 (Friday) Interview Location: Venue: HDFC Bank Ltd, #5030, Ground Floor, Sreevatsa Centre, GN Mills Road, Mettupalayam Road, Coimbatore - 641029 Interview Timing: 10.00 AM to 1.00 PM Contact Person: Mr. Prabhu S (Cluster Head) Roles and Responsibilities: Manage branch operations, ensuring efficient customer service delivery. Acquire new customers through effective sales strategies and cross-selling techniques. Develop stron...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 3 Lacs
nagpur, bhandara, navi mumbai
Work from Office
Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance products candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Banking sales/CASA Sales/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion
Posted 3 weeks ago
2.0 - 6.0 years
0 - 0 Lacs
mumbai city
On-site
Dear Candidate, Greetings From"APEX SERVICES" Department-Digital Business Unit CTC- up to-5 lac+ incentive + Other benefit Role: VRM (Virtual Relationship Manager) Cash Designation: Assistant Manager Job Description Derivatives Desk.: 1. Managing of 3000 to 5000 customers per dealer. 2. To achieve healthy revenues without compromising on clients profitability. 3. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4. Propose investment options based on customer needs by assessing their risk appetite. 5. Support the client decision making with use of technology enabled tools 6. Develop Knowledge of market news, financial trends and current aff...
Posted 3 weeks ago
2.0 - 6.0 years
0 - 0 Lacs
mumbai city
On-site
Dear Candidate, Greetings From"APEX SERVICES" Department-Digital Business Unit CTC- up to-5 lac+ incentive + Other benefit Role: VRM (Virtual Relationship Manager) Reactivation Designation: Assistant Manager Job Description Derivatives Desk.: 1. Responsible in calling the database assigned for reactivating inactive clients 2. Out calling the clients for reactivation and solving their queries getting them to start trading and keeping them active. 3. To keep abreast with market knowledge and market intelligence 4.Ensuring all trades are done with customer consent as per dealer conduct on recorded lines 5. Ensuring Quality and Compliance is met on all calls along with the KRA Target set 6. Resp...
Posted 3 weeks ago
2.0 - 6.0 years
0 - 0 Lacs
mumbai city
On-site
Dear Candidate, Greetings From"APEX SERVICES" Department-Digital Business Unit CTC- up to-5 lac+ incentive + Other benefit Role: VRM Derivatives Designation: E1 && E2 Assistant Manager/Deputy Manager Job Description Derivatives Desk.: 1) Calling client and giving them introduction as VRM 2) Built relationship with client to cross sell TPP products. 3) Solving clients query to avoid further escalation. 4) Guide client to trade online and also guide for further investment online. 5) Provide on call guidance and assistance to client when required. 6) Reactivation of client, mapped to you in equity and commodities segment. 7) Reach out all the top client mapped to you on call. Kindly reply with ...
Posted 3 weeks ago
2.0 - 6.0 years
0 - 0 Lacs
mumbai city
On-site
Dear Candidate, Greetings From"APEX SERVICES" Department-Digital Business Unit CTC- up to-5 lac+ incentive + Other benefit Role: VRM-TPP Designation: Assistant Manager Job Description Derivatives Desk.: Managing 150 to 200 potential leads of customers per day. Should have complete knowledge about MF, EQUITY Good communication skills. Sharing investment ideas to the clients based on their needs. Generating revenues without compromising on clients risk and profitability. Should develop knowledge of market news, financial trends and current affairs. Analyze customer portfolio && give appropriate advice Responsible to ensure all activities are in adherence as per Compliance && Risk Kindly reply ...
Posted 3 weeks ago
3.0 - 8.0 years
5 - 9 Lacs
surat, udhna
Work from Office
Role & responsibilities Business/ Financials Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual/monthly targets established for the area and branches under his/her responsibility to provide guidance and solutions to his/her team as required Supports Loan Officers- in his/her area in their duties of client visits, risk assessment and recovery strategies Efficient staffing by timely recruitment & training Supports Relationship Officers- in his/her area in their duties of client visits, risk assessment and recovery strategies Should be ready to travel extensively across the cluster of control for business requirements Customer (Both Internal & External) E...
Posted 3 weeks ago
2.0 - 5.0 years
3 - 6 Lacs
navi mumbai, mumbai (all areas)
Work from Office
Job title: Key Account Manager Reports to: Branch Manager, Branch Banking Role Summary: Responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers. The KAM is supposed to service all banking needs of mapped clients Overall Job Description To grow the liability base of the bank by deepening relationships of mapped customer base. To service clients covering all their banking needs including bank/3rd party products. To enhance product penetration in the mapped customer base. To activate clients on Non-branch delivery channels including Net banking, Mobile Banking, Video Branch, ATM, POS etc. To sell bank and third party products with a...
Posted 3 weeks ago
1.0 - 3.0 years
0 Lacs
india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
1.0 - 3.0 years
0 Lacs
india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
1.0 - 3.0 years
0 Lacs
hyderabad, telangana, india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
1.0 - 4.0 years
0 Lacs
jamnagar, gujarat, india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
1.0 - 4.0 years
0 Lacs
india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
1.0 - 4.0 years
0 Lacs
surat, gujarat, india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
1.0 - 3.0 years
0 Lacs
dehradun, uttarakhand (uttaranchal), india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
1.0 - 4.0 years
0 Lacs
latur, maharashtra, india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
1.0 - 3.0 years
0 Lacs
kolkata, west bengal, india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
1.0 - 3.0 years
0 Lacs
india
On-site
Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience
Posted 3 weeks ago
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