6003 Job openings found

ction/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client. CASA Value Growth, deepening of existing relationships and acquiring high quality NTBs. The incumbent must possess strong knowledge of banking and investment products and solutions. Roles & Responsibilities: Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring, and reviewing RM Performance and mentoring individuals for effective telecalling for achievement of the defined goals. Also responsible for ensuring adherence with telecalling guidelines as per regulatory industry norms. Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team. Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book. Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs. Secondary Responsibilities: Incumbent is responsible to ensure that the RMs provide quality service delivery to bank's customers and ensure process adherence. Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement and training for the team. Client requests and complaints to be addressed efficiently within stipulated timelines. Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and team. Managerial and Leadership Responsibilities:  Lead the IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight. Attract and retain best-in-class talent for RM's in the region. Monitor key parameters on employee productivity and attrition rates and make necessary improvements. Champion the use of data analytics to increase engagement and product holding for customers being managed by the team.

  Key result areas: Responsible for recording routine/regular general entries and performing day to day activities as per financial checklist for the clients assigned. Review financials and record basic entries related to finalization (depreciation, prepayments, accruals, reclass) financials and work papers. Analyse and provide financials and work papers with comments for review by senior ...

RM – Emerging Corporate   Main Accountabilities 1 Client Acquisition:  Lead efforts to acquire new clients in the Emerging corporate/SME sector, identifying prospects, and converting them into valuable business relationships 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Emerging Corporate/SME segment Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities ...

1. Business Development & Client Acquisition: Acquire and nurture corporate clients for Current Account, Trade Finance, and Forex products. Develop and execute sales strategies to achieve business targets. Identify business opportunities by understanding client needs and industry trends. 2. Relationship Management: Maintain and enhance relationships with existing corporate clients. Ensure high levels of client satisfaction by ...

An accountant executive is responsible for both accounting tasks and client relations. They may work on accounts receivable, accounts payable, tax filing, and more. They also work with clients to build relationships and drive sales.    Accounting tasks    Prepare financial statements Manage financial transactions Ensure compliance with regulations Work with accruals, fixed assets accounting, and monthly and yearly finalization ...

Key Responsibilities: ERP Support & Maintenance Provide ongoing support for the Client’s ERP system, ensuring system availability and performance. Diagnose, troubleshoot, and resolve reported issues in a timely manner. Enhancement & Optimization Implement identified high-priority enhancements, including UI/UX updates, code refactoring, and performance improvements. Address coding issues such as duplicate code, non-descriptive variable names, and inline ...

Responsible for creating & maintaining relationship with customer. Responsible for resolving customer queries and providing quick service. Responsible for updating customer about his purchased product. Responsible for pitching customer for new product and/or coverage that needs to be increased. Responsible for client meet & Client engagement. Responsible for identifying opportunities for expanding business. current clients and ...

We are hiring a Sales Executive in Ahmedabad.Job Title: Sales Executive (Elevators/Manufacturing Industry) Location: AhmedabadJob Type: Full-timeSalary: Up to ₹30,000.00 per month (Negotiable based on experience) Job Summary: We are seeking a dynamic and results-driven Sales Executive to join our team. The ideal candidate will have a strong background in B2B sales, specifically within the ...

RM – Emerging Corporate   Main Accountabilities 1 Client Acquisition:  Lead efforts to acquire new clients in the Emerging corporate/SME sector, identifying prospects, and converting them into valuable business relationships 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Emerging Corporate/SME segment Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities ...

1. JOB PURPOSE To manage existing client base and to add more clients. Maintaining quality of the asset book managed by self   2. PRINCIPAL ACCOUNTABILITIES   Source New to Bank relationships for Commercial Mid Corporate Business. Experience in handling Corporate client relationships is preferred Build a diversified portfolio offering revenues from Assets NII, Fees, Cross sell etc. Asset opportunities ...