387 Job openings found

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Role DescriptionAre you a dynamic sales expert with experience in fire, marine, Engineering & liability insurance product? We are looking for passionate individuals to drive growth in the SME insurance Market. Job Description – Business Development Meeting with corporate /institutional customers and assessing their insurance requirements, capture key demographics and present them with ...

Sourcing of new bank accounts through various channels and enhancing the portfolio based on customer requirements.  Ensure regular interaction with branches and existing clients.  Skills in CAM Preparation, Balance Sheet Analysis, Financial ratios, Security documentation and Scrutiny of security documents.  Interaction with the credit and ops team for sanction of fresh/renewals proposals and limit updating.  Credit Management & ...

Role/Job Title: Investment Portfolio Counsellor Department:  Wealth Management > Sales > Private Banking Group   Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who ...

Job Title: Business Development Officer – CASA Department: Retail Liabilities / Branch Banking Location: [Insert Location] Reports To: Branch Manager / Sales Manager Job Purpose: To acquire new customers and drive the sale of Current and Savings Account (CASA) products through direct and indirect sourcing strategies, ensuring customer satisfaction and business growth. Key Responsibilities: Customer ...

Key Responsibilities: Client Acquisition & Relationship Management: Source new clients (SMEs, corporates, contractors, etc.) for equipment finance (construction equipment, commercial vehicles, medical equipment, industrial machinery, etc.) Manage and deepen relationships with existing customers to generate repeat business and cross-sell other financial products. Credit & Risk Assessment: Assess client’s financial needs and creditworthiness by analyzing financial ...

We Are Hiring Relationship Manager In (Gandhinagar & Ahmedabad) Job Title: Relationship Manager – CASA Sales Location:  (Gandhinagar & Ahmedabad) Job Type: [Full-Time] Department: Retail Banking / Sales Experience Required: 1–3 years in CASA acquisition or banking sales Salary: 12LPA   Key Responsibilities: Acquire new CASA customers through field visits, referrals, and lead generation. Cross-sell other banking products such ...

  Roles & Responsibilities: Responsible for quality recruitment, sales planning, business delivery tracking. monitoring and reviewing Elite Banker Performance and mentoring Individuals for effective tele-calling for achievement of the defined goals. Also responsible to ensure adherence with tele-calling guidelines as per regulatory industry norms.Ensuring the Elite Banker Team achieves goal sheet objectives ...

o write an effective business banking relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included business banking relationship manager job description templates that you can modify and use. Sample responsibilities for this position include:   Develops a comprehensive understanding of client’s needs, based on the review and ...

Job Description for IDFC First Bank Job Title: Private Banker/Partner - First Private - Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Bangalore   IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South ...