634 Tpp Jobs - Page 24

Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key 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. Desired Experience: Years of experience (range): 1 TO 6 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 16-05-25 Timing :10 am to 4 pm Equitas Small Finance Bank Ltd O. No 57, New no 140,East car street, Chidambaram, Cudalore district, Pin 608001

Walk in Interviews -17th May 2025 - Retail Branch Banking - Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Personal Banker Classic & Sales 2. Branch Sales Mangers 3. Personal Banker NRI 4. PB Teller Authorisers Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Preferred candidate profile Candidate with minimum at least 3 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 17th May 2025 - 10AM to 2PM HDFC Bank House, Ground Floor, Road No 1, Banjara hills, Hyderabad Land Mark : Besides Viranchi Hospital

In this role, you’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts ...Branch Handling.

Openings:- 1. Bank Officer Branch Banking - Current & Savings Account 2. Relationship Officer 3. Relationship Manager Age Group: 18 Years to 38 Years Maximum.

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 Contact:7207997185

Job Location: Godhra, Halol & Dahod Job Roles: 1. Personal Banker Sales 2. Personal Banker Classic 3. Preferred Relationship Manager 4. Branch Sales Manager Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Preferred candidate profile Candidate with minimum at least 2 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 14 May 2025 - 11AM to 3PM HDFC bank Ground Floor, Shop No 9 To 13, Vinayak Hub, Kanjari Road , Halol, Gujarat-389350 Contact person - Mr. Paresh Tahelyani (Cluster Head)

Roles: Wealth RM, RBH Location: Bangalore Industry: Banking Manage relationships with High-Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to grow liabilities, investment, and insurance business. Identify new business opportunities through referrals, networking, and market research to expand the customer base. Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell products. Collaborate with internal teams such as sales, product, operations, compliance, etc. to resolve client issues and improve overall service delivery. Ensure timely resolution of client queries and concerns while maintaining high levels of customer satisfaction. Desired Candidate Profile 8-15 years of experience in Banking/Services/Portfolio Management. Strong understanding of financial markets, investments, insurance products, mutual funds, portfolio management services PMS), wealth management concepts. Excellent communication skills for effective relationship-building with HNIs/NRIs; ability to articulate complex financial concepts simply. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

Identify new business opportunities Develop sales strategies and set sales targets Provide feedback and coaching to team members Monitor the team's performance and motivate them to reach targets Build and maintain relationships with clients Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Roll Job Incentives + Various Bonus Structure

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On roll Job Incentives + Various Bonus Structure

Handling walk-in customer of branch. Pitched company product to customer. Maintain relationship with clients & customers. Handel bank's customers & Generate banking product business. Providing regular updates of products. Handle sales team. Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Roll Job + High CTC Incentives + Allowances

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.

In this role, you’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts ...Branch Handling.

Roles and Responsibilities Handle customer queries via phone calls, emails, and chats to resolve their concerns in a timely and professional manner. Identify cross-sell opportunities for insurance products such as TPP, General Insurance, Health Insurance, Motor Insurance, Term Life Insurance to existing customers. Meet daily targets set by the company while maintaining high levels of accuracy and efficiency. Collaborate with team members to achieve sales goals and improve overall performance metrics. Provide excellent customer service by resolving issues promptly and ensuring customer satisfaction.

Roles and Responsibilities Handle customer queries via phone calls, emails, and chats to resolve their concerns in a timely and professional manner. Identify cross-sell opportunities for insurance products such as TPP, General Insurance, Health Insurance, Motor Insurance, Term Life Insurance to existing customers. Meet daily targets set by the company while maintaining high levels of accuracy and efficiency. Collaborate with team members to achieve sales goals and improve overall performance metrics. Provide excellent customer service by resolving issues promptly and ensuring customer satisfaction.

Acquire new to bank customers for current accounts, saving accounts & term deposits by ensuring a high class service experience for Clients. Cross selling of third party products.

Looking for a dynamic Financial Advisor to manage client relationships, develop and implement financial plans, conduct reviews, upsell/cross-sell products, and lead a team for smooth operations. Strong leadership and client management skills required

Analyzing customer needs and identifying cross-sell opportunities Explaining insurance products and processes to customers Assisting customers in choosing the most appropriate financial products Knowing insurance policies to offer the best solutions Required Candidate profile Minimum 2 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

Need to handle walk-in customers. Generate maximum lead from the branches assigned branches. Generate maximum revenue and drive business. Prime responsibility should build good relationship with the branch team. Process and customer orientation. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Disha@theinfinityspace.com / 92270 58779 Regards HR Disha Perks and benefits Full Time On Roll Medical benefits Career Growth

Good understanding of Banking products and the sales process Ability to build &maintain relationships with bank partners & customers Strong communication & interpersonal skills Proven track record of achieving sales targets HR Mukthi (8469483673) Required Candidate profile Minimum 2 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

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Brijesh@theinfinityspace.com / 92743 79428 Regards HR Brijesh Perks and benefits Full Time On Roll Medical benefits Career Growth

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Brijesh@theinfinityspace.com / 92743 79428 Regards HR Brijesh Perks and benefits Full Time On Roll Medical benefits Career Growth

Analyzing customer needs and identifying cross-sell opportunities Explaining insurance products and processes to customers Assisting customers in choosing the most appropriate financial products Knowing insurance policies to offer the best solutions Required Candidate profile Minimum 2 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

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Janvi@theinfinityspace.com / 884 940 5064 Regards HR Janvi Perks and benefits Full Time On Roll Medical benefits Career Growth

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Janvi@theinfinityspace.com / 884 940 5064 Regards HR Janvi Perks and benefits Full Time On Roll Medical benefits Career Growth

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Kriti@theinfinityspace.com / 92270 53915 Regards HR Kriti Perks and benefits Full Time On Roll Medical benefits Career Growth