327 Tpp Jobs - Page 6

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)

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