634 Tpp Jobs - Page 9

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families. Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE:a) Qualifications - Graduationb) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Share cv- salonidevi.vishwakarma@kotak.com Contact no.- 7039279297

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Canara HSBC Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking can apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Canara HSBC Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking can apply Perks and benefits Incentives + allowances +Fast-track promotion

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Canara HSBC Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking can apply Perks and benefits Incentives + allowances +Fast-track promotion

Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 Candidates with Portfolio handling experience Location : Whitefield Bangalore To manage Burgundy clients Portfolio, wealth management, investment, well versed in Mutual fund, PMS, insurance etc., Need experience in handling large customer base Excellent communication in English + local language Kannda must About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Burgundy Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services. Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

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.

Roles and Responsibilities • To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. • Ability to directly build and manage client relationships. • Advice clients on products of the company & cross sell the products. • Addressing client queries, work on reactivation of the clients. • Focus on revenue generation. • NISM VIII certification is mandatory. Skills Required • Must possess experience in same industry. • Good Communication - Verbal & Non-Verbal • Self-Motivated. • Graduate

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE:a) Qualifications - Graduationb) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Job Description Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Canara HSBC Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking can apply Perks and benefits Incentives + allowances +Fast-track promotion

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

*5Yr+ in Broking/Distribution of financial products/Wealth/PCG & Corporate Sales *Generating revenue from Third party product sales Insurance/IAP/PMS/PE/IAF/FD/Bonds *Building a strong client AUM book. *Min. 2 A/C’s of 5 Lac of Initial Margin. Required Candidate profile MBA or Equivalent with 5 Years relevant exp in broking Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO Identify the Affluent Client segment in the market for new client acquisition.

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

Looking for candidate for Relationship Manager Customer Engagement Role (Grade - Deputy Manager - M2 or Manager M3) JOB REQUIREMENTS :- Under Age 32 only Candidate must be from banking sector Currently working as Relationship Officer or Relationship Manager from any bank Minimum 4 years experience in CASA, LI, GI - mandatory No Career Gaps and Job Hoppers Candidates should be dressed in Formals, NO CASUALS allowed.

Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

Job description Role & responsibilities To work for providing first class service experience to existing customers and take references for acquiring new quality customers. To cross sell deposit and fee products to such customers and penetrate better market share To constantly endeavor to improve existing customer relationships and involve in Sales to deepen the same. To keep updating knowledge and exposure to various banking products both internal as well as competitor. To continuously improve product knowledge and awareness of market trends and competitor products. To overcome problems using guidelines and escalate with expediency, when necessary. *Other duties may be assigned from time to time as desired by the Bank

Job Description : - Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank. - A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. - He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions. - He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers. - PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. - He/ She also updates Bank's internal systems like the Daily activity tracker - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS. Key Result Areas : - Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing To Bank - ETB Book - Achieve the New to Bank - NTB CDAB Target from self-sourced accounts across all schemes - Achievement of New Priority Customer ID Acquisition Target - Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Products - Achievement of points target from Non-Life Insurance - LI IPG Points - Other Cross Sell Points - through Loans, Fixed Deposit - FD, Forex, Cards, Remittances, etc - Improve Customer Activation % by sale of defined hooks in the mapped portfolio Purvi Axis bank HR 9867078228 purvi.pacharne@axisbank.com

Walk In Drive Details Interview Date - 8th July 2025 Interview Location - Ujjivan Small Finance Bank-Purnia, Chitrabani Road, Kalibari Chowk, Purnia, Purnia - 854301 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Araria, Raniganj, Forbesganj, Gulabbagh (Bihar) 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.

Lead/manage, and motivate a team of sales executives Drive sales performance and ensure target achievement Develop and execute local sales strategies Monitor daily activities and give guidance to the team Build and maintain strong client relationship Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Visit customer & prospect daily to sell company products Generate lead through field visit & local markets Explain product features & benefits clearly to customer Negotiate and close sales deals to meet target Maintain good relationship with customer Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Develop sales strategies. Guiding the team to sale the given product. Monitor team performance. Generate business through the team. Motivate team to achieve the target. provide training and guidance to them. Team Management and Team Handling. Required Candidate profile 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 & Team handling Perks and benefits On Roll job + High CTC Incentives + Allowances