634 Tpp Jobs - Page 23

Responsible for acquiring and managing affluent client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

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.

Acquisition of corporate A/C & liabilities a/c from market reference also must have cross selling of products like Life insurance, General Insurance, Health insurance, Fixed Deposit, Recurring Deposit etc.

Role & responsibilities Job Description for Relationship Manager-Insignia Preferred Banking Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement “Total Client Ownership”. Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years Interested candidates can reach out through (kavya.p@vipanyglobal.com/kavya.p-8341137995)

Role & responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of experience in Equity Dealing NISM 8, 5A Mandatory Certifications Regards, Prashant Ghusale 9890442104

Job Summary: We are seeking a highly motivated and results-driven Business Development Executive - CASA to join our team. The successful candidate will be responsible for driving sales growth by acquiring new customers and expanding existing relationships through the sale of Current Account, Savings Account, and Third-Party Products. Key Responsibilities: Identify and pursue new business opportunities to acquire customers for Current Account and Savings Account products. Develop and maintain strong relationships with existing customers to cross-sell and upsell Third-Party Products. Meet and exceed sales targets and key performance indicators (KPIs) set by the management. Conduct product presentations and demos to customers and prospects. Stay up-to-date with market trends, competitor activity, and customer needs to identify new sales opportunities. Collaborate with internal stakeholders, including Relationship Managers and Product Teams, to ensure seamless customer experience. Provide feedback to management on market conditions, customer needs, and product development. Requirements: Proven sales experience in the banking or financial services industry. Strong understanding of Current Account, Savings Account, and Third-Party Products. Excellent communication, negotiation, and interpersonal skills. Ability to work in a target-driven environment and meet sales goals. Strong analytical and problem-solving skills. Must have 2- wheeler vehicle.

Job Summary: We are seeking a highly motivated and results-driven Business Development Executive - CASA to join our team. The successful candidate will be responsible for driving sales growth by acquiring new customers and expanding existing relationships through the sale of Current Account, Savings Account, and Third-Party Products. Key Responsibilities: Identify and pursue new business opportunities to acquire customers for Current Account and Savings Account products. Develop and maintain strong relationships with existing customers to cross-sell and upsell Third-Party Products. Meet and exceed sales targets and key performance indicators (KPIs) set by the management. Conduct product presentations and demos to customers and prospects. Stay up-to-date with market trends, competitor activity, and customer needs to identify new sales opportunities. Collaborate with internal stakeholders, including Relationship Managers and Product Teams, to ensure seamless customer experience. Provide feedback to management on market conditions, customer needs, and product development. Requirements: Proven sales experience in the banking or financial services industry. Strong understanding of Current Account, Savings Account, and Third-Party Products. Excellent communication, negotiation, and interpersonal skills. Ability to work in a target-driven environment and meet sales goals. Strong analytical and problem-solving skills. Must have 2- wheeler vehicle.

Role & responsibilities 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) Mail CVs on : owais.pathan@sbicapsec.com

Dear Candidate, Urgent opening with leading bank for Relationship Manager. Exp - 4-10 yrs CTC : upto 8-14 LPA Location : Across Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 JOB REQUIREMENT: Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

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.

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

-Experience in CASA, insurance, DMAT, SIP, credit cards as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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.

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service Maintain periodic status reports, including daily activity report and calls/follow-ups made Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Portfolio management of customers between identified thresholds. Activation of inactive accounts Cross sell Liability, Assets and TPP Products. Upsell and up tier customers to higher variant of products and services Achieve monthly budgets. Service walks ins and existing customer in branch and outside of branch TDS, 15G, 15H handling in branch Get additional NTB customers to the bank Customer on-boarding Adherence to Banks and regulatory guidelines

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

Urgent Hiring for !!! Senior Relationship Manager!!! for one of the leading pvt ltd bank!!! Key Responsibilities 1. Client Acquisition & Onboarding Identify and onboard new HNI clients into the Preferred Banking program. Leverage referrals, branch leads, and internal databases to acquire clients. 2. Portfolio Management Manage a portfolio of HNI clients, ensuring regular engagement and service. Profile clients to understand their financial needs and update records accordingly. 3. Sales & Cross-Selling Promote a range of banking products, including: Liabilities: Savings and Current Accounts Assets: Loans and Credit Cards Investment Products: Mutual Funds, Insurance, Forex, etc. Achieve sales targets across product categories. 4. Customer Service Excellence Serve as the single point of contact for all banking needs of HNI clients. Ensure timely resolution of queries and provide personalized financial advice.iimjobs.com 5. Compliance & Risk Management Ensure adherence to banking regulations and compliance requirements. Monitor transactions for any unusual activities and report as necessary Required Skills & Qualifications Education : Graduate/Postgraduate in any discipline. Experience : Minimum 6 years in retail banking or financial services. Skills : Strong communication and interpersonal skills. Proficiency in banking products and services. Ability to analyze financial needs and provide suitable solutions. Customer-centric approach with a focus on service excellence. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly. Viveka Lakshmi-Axis Bank HR 7842852532 pulagum.lakshmi@axisbank.com

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Pune Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Sourabh Sandeep/Chinmay Deshmukh Time : 10.30 am to 4.30 pm Date : 17th May' 2025 Location : Pune IndusInd Bank Limited, 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

Basic Section No. Of Openings 1 External Title Product Sales Manager Employment Type Permanent Employment Category Field Closing Date 13 Jun 2025 Organisational Entity Equitas Small Finance Bank Business Unit Liabilities Division/Function (SBU) Branch Banking Department NR Banking Sub-Department NR Banking Generic Role Product Sales Manager External Title (Job Role) Product Sales Manager Division Branch Banking Zone Rest of India 2 State Kerala Region Coimbatore Area Trivandrum Cluster Trivandrum PT Location Kerala Branch Code 2006 Branch Name THRISSUR Skills Skill Highest Education No data available Working Language No data available About The Role RoleCategoryCategory WeightageParametersParameter Weight %Product Sales Manager - NRQuantitative Parameters80%CASA NTB Nos20%Product Sales Manager - NRQuantitative Parameters80%CASA Value25%Product Sales Manager - NRQuantitative Parameters80%TPP Income - Achivement of Channel Nos5%Product Sales Manager - NRQuantitative Parameters80%Total Deposits Value15%Product Sales Manager - NRQuantitative Parameters80%Branch penetration (80% Branches to achive min 70% of NR Budget in terms of Value)15%Product Sales Manager - NRBusiness Development10%NR Alliances and Tieups10%Product Sales Manager - NRBusiness Quality10%FTR and TAT Control5%Product Sales Manager - NRBusiness Quality10%Portfolio PH 2+ @ 40%5% 100%

Basic Section No. Of Openings 1 External Title Product Sales Manager Employment Type Permanent Employment Category Field Closing Date 11 Jun 2025 Organisational Entity Equitas Small Finance Bank Business Unit Liabilities Division/Function (SBU) Branch Banking Department AD1 Sub-Department AD1 Generic Role Product Sales Manager External Title (Job Role) Product Sales Manager Division Branch Banking Zone Rest of India 2 State Karnataka Region Karnataka Area Bangalore 1 Cluster Bangalore 1 PT Location Karnataka Branch Code 3096 Branch Name Whitefield Skills Skill Highest Education No data available Working Language No data available About The Role RoleCategoryCategory WeightageParametersParameter Weight %Product Sales Manager - NRQuantitative Parameters80%CASA NTB Nos20%Product Sales Manager - NRQuantitative Parameters80%CASA Value25%Product Sales Manager - NRQuantitative Parameters80%TPP Income - Achivement of Channel Nos5%Product Sales Manager - NRQuantitative Parameters80%Total Deposits Value15%Product Sales Manager - NRQuantitative Parameters80%Branch penetration (80% Branches to achive min 70% of NR Budget in terms of Value)15%Product Sales Manager - NRBusiness Development10%NR Alliances and Tieups10%Product Sales Manager - NRBusiness Quality10%FTR and TAT Control5%Product Sales Manager - NRBusiness Quality10%Portfolio PH 2+ @ 40%5% 100%

Basic Section No. Of Openings 1 External Title Branch Relationship Manager Employment Type Permanent Employment Category Field Closing Date 31 Jul 2025 Organisational Entity Equitas Small Finance Bank Business Unit Liabilities Division/Function (SBU) Branch Banking Department Branch Banking Sub-Department Branch Banking Generic Role Branch Relationship Manager External Title (Job Role) Branch Relationship Manager Division Branch Banking Zone North State Haryana Region HR & PB Area Haryana Cluster Haryana PT Location Haryana Branch Code 11007 Branch Name Sirsa Skills Skill Highest Education No data available Working Language No data available About The Role RoleParametersParameter Weight %A+, ABC, DEBDOCASA Units5.0%2519138BDOCASA Units (IP Qualified)5.0%2519138BDOFB Nos7.5%2211BDOCA AMB (In lacs)7.5%21.51.00.6BDOSA AMB (In lacs)25.0%2015106BDOTPP Premium (In lacs)12.5%0.160.120.080.05BDONTB Retail TD (In lacs)12.5%11.258.445.633.38BDOGold Loan disbursment (In lacs)5.0%21.501.000.60BDOPH Nos5.0%5432BDOTo ensure "nil" deviations in Audit/KYC/AML/Compliance norms of NTB Accounts10.0%NANANANABDO90% Accounts should be IP Funded as per Product norms5.0%NANANANA 100%

Basic Section No. Of Openings 1 External Title Product Sales Manager Employment Type Permanent Employment Category Field Closing Date 25 May 2025 Organisational Entity Equitas Small Finance Bank Business Unit Liabilities Division/Function (SBU) Branch Banking Department NR Banking Sub-Department NR Banking Generic Role Product Sales Manager External Title (Job Role) Product Sales Manager Division Branch Banking Zone South 2 State Telangana Region APT Area Hyderabad Cluster Hyderabad PT Location Secunderabad VF (Regional Office)-SECBD Branch Code 5009 Branch Name Jubilee Hills Skills Skill Highest Education No data available Working Language No data available About The Role RoleCategoryCategory WeightageParametersParameter Weight %Product Sales Manager - NRQuantitative Parameters80%CASA NTB Nos20%Product Sales Manager - NRQuantitative Parameters80%CASA Value25%Product Sales Manager - NRQuantitative Parameters80%TPP Income - Achivement of Channel Nos5%Product Sales Manager - NRQuantitative Parameters80%Total Deposits Value15%Product Sales Manager - NRQuantitative Parameters80%Branch penetration (80% Branches to achive min 70% of NR Budget in terms of Value)15%Product Sales Manager - NRBusiness Development10%NR Alliances and Tieups10%Product Sales Manager - NRBusiness Quality10%FTR and TAT Control5%Product Sales Manager - NRBusiness Quality10%Portfolio PH 2+ @ 40%5% 100%

Role & responsibilities - Candidates will be responsible for the collection/sales of two-wheeler loans and other TTP products, including Personal Loans, Credit Cards, and Group Insurance . Individuals with experience in collections/sales from the BFSI sector The ideal experience level is 6 months to 4 years in collection/sales. Also, open to considering fresh graduates who have a good understanding of the market. Young talent with Ideal candidate age should be 30-32 Years Graduate degree required Preference for immediate joiners Interview process: 2 rounds of interview at Ghatkopar branch. I ndustry Preference - Banks/ NBFC / AMC / Insurance. Offer TAT will be followed 24-48 Hours CTC Max. Upto - 20K in Hand + Incentives + Monthly Payout Working days - 6 Days Working Timing - 9:30-6:30 Preferred candidate profile - Should be graduate Location - Ghatkopar Branch Interested candidates can share your updated CV on this WhatsApp no 8851570515

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their resume at preeti.soni@hdfcsec.com Regards, Preeti Soni HR - HDFC Securities ltd

Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients If anyone is interested request you to share your profile to trivenis@rathi.com( 8951380792)