327 Tpp Jobs - Page 2

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

Preferred candidate profile Role & responsibilities : Minimum 3 Years experience is mandatory in CASA & Branch Banking sales . Acquire new customers for liabilities from open market. (CASA) Assist the customers for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers. Interested Can Share you updated resume - mahesh.dolare@ujjivan.com / 8855042842

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

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

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

SPE/SME/TL - Escrow process

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

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

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

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

Key Responsibilities: Upsell Mutual Fund products to Retail and HNI clients using an assigned database. Generate fresh leads through referrals to expand the client base. Achieve business targets related to upselling and enhancing client net worth relationships. Conduct detailed customer profiling to offer customized financial solutions. Ensure the highest level of service delivery to Retail and HNI customers. Provide investment planning and financial advisory services to clients. Achieve sales and revenue targets across a diversified product portfolio. Act as the single point of contact for assigned customers, ensuring consistent client engagement. Drive acquisition and deliver ongoing servicing of HNI/UHNI customers. Qualifications & Requirements: Minimum 2 years of experience in managing Retail and/or HNI clients. NISM certification preferred. Strong knowledge of Mutual Funds and investment products. Excellent interpersonal and communication skills. Self-motivated with a client-centric and target-driven approach.

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Role & responsibilities Branch Manager Preferred candidate profile 8 to 14 years of experience in Banking Sales Team Handling, Wealth management, Liabilities, Business Understanding, Digital Mindset with excellent Communication Skills

Role & responsibilities For VRM : Manage the existing customers mapped to you in terms of sales & servicing Interact with customers who show interest in lead based campaigns with an objective of converting their interest into a transaction Responsible for the Cross selling of the Third Party distribution products viz. Corporate Fixed Deposits, Bonds, Mutual Funds and other distribution products Explain finer details of the product to the customer and assist them in completing the transactions online Meeting KRA targets in terms of Calling & Business activity which includes, dial-outs (this is not a field job), unique customers contacted and business conversions in terms of transactions, value & net revenue generation Generate references from existing mapped customers for New Account sourcing Building and maintaining long-lasting business relationships with customers Preferred candidate profile Experience : 1 - 4 Years in securities/broking (PG/MBA freshers can apply) Education : Graduation / PGDM / MBA NISM 8 certified (mandatory) Role & responsibilities For Telesales : Digital Account opening Working on mapped leads. End to End closure of leads. Building & maintaining long lasting business relationships with customers. Preferred candidate profile Experience : Freshers / 0 - 3 Years in securities or broking or digital account opening. Education : Graduation. Mail CVs on : owais.pathan@sbicapsec.com

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services – for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.

Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential Yes HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Can share your Profiles on - Share CV on chinar.soni@v-konnect.com OR can also Whatsapp on 9646816489

Walk In Drive Details Drive Date - 12th June- 2025 Drive Location -Tech International Building, Red Cross Road, City Centre, Durgapur, Durgapur - 713216 Interview Time - 10 am to 3 pm Contact Person- Mr. Jibran Shoeab (Territory Sales Head-Branch Banking) Job Location: Durgapur (West Bengal) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply. NOTE: Kindly carry your resume for the walk-in Drive.

Hiring for MNC Bank Minimum 6 months experience in field sales for BFSI products CTC: 3LPA 12th pass can apply Must be comfortable with open market sales To Get immediate response send resume on WhatsApp 9592809025

Hiring for MNC Bank Minimum 6 months experience in field sales for BFSI products CTC: 3LPA 12th pass can apply Must be comfortable with open market sales To Get immediate response send resume on WhatsApp 9592809025

Role & responsibilities Deep understanding of corporate salary account structures, payroll processing, and cross-sell strategies. Knowledge of banking business & operations. The Regional Head Corporate Salary is responsible for monitoring, strategizing, and driving execution across the banks corporate salary business at a regional level. This role focuses on enhancing corporate tie-ups, increasing employee salary account penetration, ensuring customer retention, and optimizing cross-sell opportunities. Ensure growth is driven through regional execution, structured process adherence, and strategic collaborations. Monitor corporate salary account inflows, attrition trends, and account activity, ensuring portfolio stability and growth. Preferred candidate profile

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

*Trading on behalf of the clients, Placing Order on terminal. *Building relationships with clients & educating them about Investments *Client meetings and bank branch visits *Client mgmt. & achieve the target active AUM *Cross sell LI/ GI/ MF etc. Required Candidate profile * Must be graduate with Investment/Broking company sales. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must have NISM/NCFM 8 certification. * Good Communication Skill

Walk In Drive Details Drive Date - 04th-June- 2025 Drive Location -Barrackpore, No. 41/1 B T Road, Barrackpore, Barrackpore, 24 Parganas (North) - 700123 Interview Time - 10 am to 3 pm Contact Person- Mr. Jibran Shoeab (Territory Sales Head-Branch Banking) Job Location: Barrackpore & Baidyabati. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.