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1 - 5 years

3 - 3 Lacs

Hanumangarh, Roorkee, Hoshiarpur

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• 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

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1 - 5 years

3 - 3 Lacs

Bhubaneshwar, Guwahati, Gangtok

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* 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

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3 - 8 years

5 - 15 Lacs

Pune, Delhi NCR, Mumbai (All Areas)

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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

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2 - 7 years

3 - 7 Lacs

Navi Mumbai, Mumbai, Mumbai (All Areas)

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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.

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1 - 5 years

3 - 4 Lacs

Kasargode, Ongole, Nagercoil

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Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management 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

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1 - 6 years

1 - 5 Lacs

Jagraon

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Job descriptionRole & responsibilities Maintaining and developing relationships with existing customers via meetings, telephone calls and emails. Cold calling to arrange meetings with potential customers to prospect for new business Visiting potential customers for new business. Conducting promotional activities to generate customer information and follow up on such leads Reviewing own sales performance, aiming to meet or exceed targets Cross selling of various Banking Products

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1 - 6 years

1 - 5 Lacs

Pathankot

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Job descriptionRole & responsibilities Maintaining and developing relationships with existing customers via meetings, telephone calls and emails. Cold calling to arrange meetings with potential customers to prospect for new business Visiting potential customers for new business. Conducting promotional activities to generate customer information and follow up on such leads Reviewing own sales performance, aiming to meet or exceed targets Cross selling of various Banking Products

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4 - 9 years

4 - 9 Lacs

Ahmedabad, Anand, Surat

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SECTION I: BASIC INFORMATION Job TitleNRI Relationship Manager Grade Senior Officer / AM Management Band Juinor Management Business Unit Retail Banking Division Manager to Vice President Department Service Management Location : Anand/ Surat/ Maninagar Reporting to Senior Sales Manager SECTION II: ROLE SUMMARY To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Core Responsibilities To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix To achieve monthly customer acquisition target To cross- sell other Banking and Asset products To cross-sell TPP products to the acquired customers To maintain good relationship with the customers and seek referrals To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions To activate customers on digital channels, hooks and attachment products To ensure catchment mapping & scoping exercise and provide regular feedback to the Seniors on various business opportunities, customer needs and competition benchmarking To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators To adhere to sales process & KYC Norms of the bank Catchment scoping and generation of NTB leads in the BSA of mapped branch People Management or Self-Management Responsibilities Risk and Internal Control Responsibilities SECTION IV: KEY INTERACTIONS Key Internal Interactions Purpose of Interaction Key External Interactions Purpose of Interaction SECTION V: KNOWLEDGE & EXPERIENCE KNOWLEDGE Minimum Qualifications Graduation (Post Graduate preferred) Professional Certifications NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage Skills Good written and verbal communication skills Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking/ Consumer Banking/ Branch Banking Knowledge of regulatory guidelines EXPERIENCE Years of Experience 0 - 5 years work experience in sales role (Banking & Financial Services Organizations preferred) SECTION VI: COMPETENCIES & KEY PERFORMANCE INDICATORSBEHAVIORAL COMPETENCIES Core Competencies Competency Name Behaviors Customer Focus Listens to and demonstrates an understanding of customers stated needs Delivers customer value through timely and quality execution Develops an understanding of problems and employs existing or new methods to find solutions Professional Entrepreneurship Takes proactive and constructive action at work with little or no direction from others Displays responsibility for problems, initiatives and tasks that lie within the domain of own role Drive for Results Seeks to understand the rationale for key decisions and understands implications for own role/ actions Displays a sense of urgency to deliver outcomes as per stated timelines Reacts to challenges by displaying an optimistic demeanor Influence and Impact Uses simple persuasion techniques to achieve the desired result / action / commitment from others Responds to stated requirements of internal/ external stakeholders by keeping a solution-oriented mindset Quality Focus Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in routine course of work Adheres to laid down systems, procedures and identifies opportunities to enhance efficiency in own sphere of work through incremental improvement Leadership Competencies Lead the way Displays awareness and understanding of the external environment relevant to own area of work and can assess their impact on the business in which he operates Translates the Bank vision to own sphere of work and defines plan for achievement of the growth and scale objectives Actively seeks, identifies and promotes opportunities to try out new ideas Frequently communicates the organizational strategy and energizes employees within own region to realize Bank objectives and live the brand Lead and Develop people Sets performance expectations at the department level, monitoring performance, providing measurement systems, driving accountability and rewarding high performance Enables empowerment by assigning clear challenging tasks with definitive accountabilities, resources and authority Coaches and mentors employees to develop required skills, provides developmental tools and provides continuous feedback and support Enables Change Displays the ability to depart from traditional methods/behaviors and adapting quickly when situational constraints require new or different approaches Cascades the vision for change, and leads required transformation in structure, processes and capability to ensure a smooth transition Encourages team members to respond positively to changes, encouraging discussion, responding with empathy to their anxiety TECHNICAL COMPETENCIES Technical Competencies He should have understanding of basic MS- Office Interested candidates can share their cv on karishma.sansi.ext@yesbank.in/ 9769366982

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2 - 7 years

3 - 7 Lacs

Kolkata

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Role & responsibilities Acquire new customers by generating leads from the market and from existing customers. Driving the sales of the branch for achievement of the Branch Upgrading customer Maintaining relationship with the existing customer and managing the portfolio Preferred candidate profile A graduate with experience in casa sales preferred. Banking Experience required. BFSI experienced candidate can also apply Candidates currently working Minimum 2 years experience Applicable for both Male/Female candidates INDIVIDUALS WHO ARE CURRENTLY WORKING IN BANKS ONLY CAN APPLY. Regards, Sandipa 7980475998

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2 - 7 years

3 - 5 Lacs

Ranchi, Bengaluru, Kolkata

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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

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1 - 6 years

1 - 5 Lacs

Nawanshahr

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Job descriptionRole & responsibilities Maintaining and developing relationships with existing customers via meetings, telephone calls and emails. Cold calling to arrange meetings with potential customers to prospect for new business Visiting potential customers for new business. Conducting promotional activities to generate customer information and follow up on such leads Reviewing own sales performance, aiming to meet or exceed targets Cross selling of various Banking Products

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4 - 9 years

5 - 15 Lacs

Ahmedabad, Bengaluru, Surat

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Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions.

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2 - 7 years

3 - 5 Lacs

Hyderabad

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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

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1 - 6 years

3 - 5 Lacs

Chennai, Bengaluru, Hyderabad

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Job description: 1. Candidate will be responsible for acquiring client for Demat account & for equity, commodity and currency. (3 to 5 accounts per month)With Margin of 1 LPA 2. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. 3. Need to maintain relations with his clients and with the team members

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5 - 10 years

7 - 11 Lacs

Bengaluru

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Job description Note: Only Apply if you have broking industry experience Accountabilities To acquire and build relations with High Net worth, Retail and corporate customers for the company through To lead a sales team & achieving revenue and acquisition targets To provide end-to-end service solutions to existing customer relationships on a pro-active manner Responsible to manage sales and expansion of Equity, Distribution business & broking activities To educate all segments of customers with various investment avenues available and to provide high quality advise to them on their assets allocation. To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers Understanding the sensitivity involved in various business classes and providing them services within a prescribed turn around time (TAT). Conceptualise & implement sales promotional plan through various marketing channels Updating customers on the changes an trends on the business landscape Continuous up-dation of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports) Key competencies Good conceptual & operational understanding of capital market products viz Equities, Derivatives, Commodities, Currency Derivatives, Forex, Mutual Fund, Third Party Products etc Manage our businesses from any designated branch under the Profit-Center concept,by executing the Company's business strategy locally People Management & Staffing / Team Building skills. Should have the required ability to identify the required target segment (focus group)and address the same A good track record of successful business management (individual / branch level) or entrepreneurship Should have reliable knowledge about competitor strategies Optimize team building, employee morale & supervisory quality as per Companys HR policies. Should have communication skills which are clear, precise, articulate Should have excellent networking skills in order to generate leads & referrals Presentability & a pleasing personality to represent our corporate image, ethos & values in all customer interfaces Persuasive ability backed with strong belief in self, products and organisation Should have the required analytical skills to understand business & research reports Should be customer centric

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1 - 5 years

3 - 6 Lacs

Mysore, Bengaluru, Hyderabad

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Job description Note: Only apply if you have equity dealing experience As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

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1 - 6 years

3 - 6 Lacs

Tirunelveli, Coimbatore, Erode

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Role & responsibilities Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : 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, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Locations: Coimbatore - Ganapathy, NSN Palayam, Sai baba colony, Erode , Madurai, Pollachi, Tiruchirappalli, Tirunelveli Required Criteria Must be a graduate. Two-wheeler must. Age limits up-to 35yrs. Currently working in bank only Perk Benefits Salary + Incentive + Statutory + Medical coverage Salary up-to 25-30% hike from the current CTC + Medi-claim + Cost of living allowance + Insurance + Incentive. New joiners will be eligible for assured incentive of 1K for first 3 months from their DOJ. For the good performer up to 4X incentives will be provided. Minimum 50 customers base will be assigned for the first 3 month. Note : Please avoid employment gap candidates. Regards, Sandipa

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1 - 6 years

4 - 5 Lacs

Tirunelveli, Coimbatore, Erode

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Role & responsibilities Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : 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, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Locations: Coimbatore - Ganapathy, NSN Palayam, Sai baba colony, Erode , Madurai, Pollachi, Tiruchirappalli, Tirunelveli Required Criteria Must be a graduate. Two-wheeler must. Age limits up-to 35yrs. Perk Benefits Salary + Incentive + Statutory + Medical coverage Salary up-to 25-30% hike from the current CTC + Medi-claim + Cost of living allowance + Insurance + Incentive. New joiners will be eligible for assured incentive of 1K for first 3 months from their DOJ. For the good performer up to 4X incentives will be provided. Minimum 50 customers base will be assigned for the first 3 month. Note : Please avoid employment gap candidates. Those who're currently into banking pay role will consider those only Regards, Sandipa

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2 - 5 years

3 - 4 Lacs

Thalassery, Kasargode, Ongole

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* Identify and approach potential customers. * Persuade customers to purchase product or services. * Achieve Set sales goals and quotas. * Build and Nurture customer relationship for repeat business. * Provide regular activity on sales performance 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

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2 - 5 years

3 - 4 Lacs

Hassan, Shimoga/Shivamogga, Mangalore

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Build a team of sales person Train and motivate sales team to sell products Conduct weekly performance reviews with team Monitor and follow the process for driving sales through team Establish and maintain relationships with Sales partner Required Candidate profile On Roll Job + High CTC Incentives + Allowances Perks and benefits On Roll Job + High CTC Incentives + Allowances

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2 - 5 years

3 - 3 Lacs

Bhavnagar, Panvel, Rajnandgaon

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Building team , training & activation of agents Monitor team performance Increase product awareness among team Motivate & handle team to achieve their sales targets Work like leader or mentor 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@gmai.com Call - 9316023316 Perks and benefits On roll job + High CTC Promotions in short time

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2 - 7 years

2 - 4 Lacs

Jalgaon

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Job Title: Fabrication Section Production Engineer Location: Spectrum Electrical Industries Limited Department: Production Reporting To: Production Manager Job Summary: The Fabrication Section Engineer will be responsible for overseeing the Sheet Metal fabrication process, ensuring quality output, optimizing production efficiency , and managing manpower . The role includes expertise in Stamping, Bending, Welding, Grinding , and other metal fabrication processes. The incumbent will also handle daily production planning, shift scheduling, process improvements , and adherence to safety and quality standards . Key Responsibilities: Production Management: Oversee daily operations of the Sheet Metal fabrication section, ensuring smooth execution of production activities. Plan and monitor stamping, bending, welding, grinding , and other fabrication processes to meet production targets. Implement daily production planning and shift scheduling to ensure optimal resource utilization. Coordinate with the maintenance team to ensure the proper functioning of machinery and tools. Quality & Process Improvement: Ensure fabricated components meet quality standards and customer specifications. Monitor and control defects, rework, and wastage to improve process efficiency. Implement Lean Manufacturing and Kaizen principles to drive continuous improvements. Conduct root cause analysis for production issues and suggest corrective actions. Manpower & Shift Management: Supervise, train, and motivate the workforce to enhance productivity and skill development. Assign tasks to operators and ensure adherence to SOPs (Standard Operating Procedures) . Handle shift planning, ensuring availability of skilled manpower for uninterrupted production. Safety & Compliance: Ensure adherence to safety protocols and regulatory compliance in the fabrication area. Conduct safety training sessions and enforce proper use of PPE (Personal Protective Equipment). Maintain a clean and organized workplace following 5S methodology . Coordination & Reporting: Collaborate with design, quality, maintenance, and supply chain teams for seamless operations. Prepare daily, weekly, and monthly production reports and update senior management. Monitor inventory levels of raw materials, tools, and consumables to prevent shortages. Key Skills & Competencies: Strong technical knowledge of fabrication processes (stamping, bending, welding, grinding, etc.) . Expertise in manpower planning, shift scheduling, and production control . Hands-on experience in lean manufacturing, Kaizen, and 5S implementation . Knowledge of machine maintenance coordination and troubleshooting . Proficiency in MS Office, ERP systems, and production tracking tools . Strong problem-solving, decision-making, and leadership abilities. Excellent communication and team management skills. Qualifications & Experience: Diploma/Degree in Mechanical Engineering, Production Engineering, or related field. 2-7 years of experience in fabrication operations in a manufacturing setup. Prior experience in sheet metal fabrication, automotive, or electrical component manufacturing is preferred.

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2 - 7 years

2 - 6 Lacs

Vadodara, Surat

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As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Interested candidates can share Cv at divya.chawla@religare.com or whstaap on 8169023289 Job Specification : Good communication (verbal and written) skills Ability to speak in local language Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 1 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

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4 - 9 years

5 - 15 Lacs

Mumbai, Bengaluru, Kolkata

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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 HNI 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”.

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3 - 8 years

5 - 15 Lacs

Ahmedabad, Bengaluru, Mumbai (All Areas)

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Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions.

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