317 Tpp Jobs - Page 5

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

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

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 @ 09 May 2025 - 11AM to 3PM HDFC bank Ground & 1 st floor, Asha tower, Near Bhurwav Chiwkdi, Lunwada Road Godhra

Need to handle 2 to 3 KAGB Branches Generate maximum lead from the branches assigned branches. Generate maximum revenue for Canara HSBC Life Insurance. Prime responsibility should build good relationship with the Branch Managers and Team members. Required Candidate profile Any graduate with min 6 months of BFSI sales exp Good communication skills Must have vehicle Interested candidates share CV on below details Mail - Rishi@theinfinityspace.com Call - 7383237905 Perks and benefits On Roll with Canara HSBC High Incentive + Growth

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 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@gmail.com Call - 9316023316

Leading and managing a sales team Setting sales targets, strategies, & goals Monitoring and analyzing sales performance Providing coaching, training, & development Recruiting and onboarding new team members HR Mukthi (8469483673) 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

Build and handle team for New Business Monitor Market trends, Sales& team performance Build relations-customers to identify their needs Develop & Execute strategic sales plans Collaborate with team for Revenue& Business growth HR Mukthi-8469483673 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

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 HR Mukthi (8469483673) 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

Leading and managing a sales team Setting sales targets, strategies, & goals Monitoring and analyzing sales performance Providing coaching, training, & development Recruiting and onboarding new team members 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@gmail.com Call - 9316023316 Perks and benefits On Roll job + High CTC Incentives + TA/DA

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 HR Mukthi (8469483673) 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

Build and handle team for New Business Monitor Market trends, Sales& team performance Build relations-customers to identify their needs Develop & Execute strategic sales plans Collaborate with team for Revenue& Business growth 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@gmail.com Call - 9316023316 Perks and benefits On Roll job + High CTC Incentives + TA/DA

Responsible for sourcing leads and converting them to clients Managing and nurturing the client relationship Providing end-to-end support, and achieving sales targets Good understanding of sales, negotiation, & customer service HR Mukthi-8469483673 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

• 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 Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - piyush@sresthinfo.com Call - 7984704065 (Piyush) Perks and benefits On roll job + High CTC Incentives + Allowances

* 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 Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - piyush@sresthinfo.com Call - 7984704065 (Piyush) Perks and benefits On Roll job + High CTC Incentives + Allowances

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

We are looking out for Bank Officer/Senior Bank Officer - CASA/CA & Branch Relationship Manager at AU Small Finance Bank for below locations. Location of Placement: Mulund, Kharghar, Koparkhairne, Ghatkopar, Vashi, Nerul, Seawoods Role & responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Achieving over all numbers and value targets as per scorecard. Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry. Ensuring timely opening of accounts and giving smooth onboarding experience to NTB customers.