5 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA 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 ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Liability Products
- Casa Acquisition
- Cross-selling
- Upselling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Customer Service Excellence
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Customer Orientation
- Banking Sales
- Lead Generation
- High Net Worth Client Handling.
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
1.00 LPA TO 4.00 LPA
Manager - Agency will be responsible for handling an on roll team of 8 -10 sales managers in Agency Channel.
Team of Sales Manager will be responsible for Recruitment of Team (Life Insurance Advisors) from own social and professional network.
Training the team on Industry standards with the support of training department ...
1 Opening(s)
8.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 27.00 LPA
Key Responsibilities:
Team Leadership & Development:
Lead, mentor, and motivate a team of Priority Acquisition specialists responsible for acquiring high-net-worth clients.
Set clear goals, expectations, and performance targets for the team, ensuring alignment with organizational objectives.
Regularly monitor performance metrics, track KPIs, and provide constructive feedback to improve the team's sales outcomes.
Conduct regular team ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 35.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
Should be from broking industry and should have experience in onfield sales.
Job Description:1. Acquisition of Point of sales persons/ Associates.2. Identify POS/ Associate's needs and suggest suitable insurance products/payout rates of differentInsurers.3. Give Joint call support to all POSPs along with Direct Sales exposure4. Accountable for Business Targets individually in ...
7 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 5.00 LPA
Description:
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...
8 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...
1 Opening(s)
15.0 Year(s) To 20.0 Year(s)
30.00 LPA TO 40.00 LPA
Job description
Key Responsibilities:
Digital Transformation: Lead digital transformation initiatives, incorporating cutting-edge technologies such as Al, machine learning, blockchain, and cloud computing to enhance customer experience and operational efficiency.
System Development & Maintenance: Oversee the development, enhancement, and maintenance of core insurance systems, including policy administration, claims processing, underwriting, and customer portals.
Cybersecurity & ...
5 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 12.00 LPA
Sales & Service Manager – Current Account (SSM CA) Job Description
Job Title
Sales & Service Manager – Current Account (SSM CA)
Job Summary
The Sales & Service Manager – Current Account is responsible for acquiring new Current Account customers, deepening existing customer relationships, and driving CASA growth for the bank. The role involves ...
35 Opening(s)
0 To 1.0 Year(s)
1.80 LPA TO 2.50 LPA
Role & responsibilities:
Acquisition of new client through Database for Accounts, Loan and other miscellaneous products.
Customers to be sourced from individuals small businesses, trusts, associations, societies, corporates.
Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency through adherence to products, processes and regulatory requirements
Enhancement of Deposit pool from Customers
Establishing standards and delivery of service
Sale of ...