62 Job openings found

Key Result / Responsibility Areas Sales(Acquiring, Enhancing ,Deepening and Retention) Portfolio Management Customer Services Achievement of income plans and other benchmarks Operations   Competencies Sales and Influencing Skills Banking Product & Process Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry. Interpersonal Skills.   Certification CAIIB (Optional) NISM IRDA Internal Certification

Role and Responsibilities The Relationship Manager will be responsible for acquiring new clients Meets with customers either in the branch or at an external venue to try to secure sales. Provides product information to customers as appropriate, outlining features and benefits. Identifies cross-selling opportunities to sell other products. Refers customers to another member of ...

POSITION: Manager / Sr. Manger – Business Development Reports to (Position): SVP and  Head – Business Development Position Purpose: Managing key relationships across NDs, and Banks. Managing product recommendations and tie-ups. Principal Accountabilities: Manage key central relationships across banking and national distribution counters. Responsible for carrying and driving sales targets for the mapped relationships by coordinating with internal/ external stakeholders. Manage distribution ...

Need a candidate who is from broking industry and has very good experience in Broking especially in FNO. Preferred Minimum 5 Plus years of experience in broking. Only Male Candidate, NISM – 5A & 8    JOB TITLE : ADVISORY MANAGER  AREA OF RESPONSIBILITY: The primary responsibility of Advisory Manager is to Generate Broking Revenue, ...

POSITION: Deputy Manager – Customer Service Reports to (Position): Manager – Customer Service Position Purpose: Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone. Principal Accountabilities : Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same ...

POSITION: Relationship Manager – Retail SalesReports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted at ...

Job Description for Client Services Officer - Chennai Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with ...

  Relationship Manager – Retail Sales (IFA)Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development ...

Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of ...

  Deputy Manager – Client Services Key Accountabilities: Manage the local branch and upcountry locations in terms of operations, stakeholder management, customer service, sales escalations etc. Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensure timely follow-up and closure on any pending requests for self and team Generating MIS reports for the zone and ...