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0.0 - 4.0 years
1 - 3 Lacs
patna, pune, gurugram
Work from Office
We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.
Posted 18 hours ago
1.0 - 5.0 years
1 - 3 Lacs
jalandhar, ludhiana, ambala
Work from Office
Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 7990255140 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several
Posted 21 hours ago
1.0 - 2.0 years
1 - 3 Lacs
ranchi
Work from Office
Walk In Drive Details Drive Date - 26th August 2025 Walk-In-Drive Location - Ujjivan Small Finance Bank, Ground & First Floor, Savitri Sadan kutchery Road, Upper Bazar, Saheed Chowk, P.S, kotwali, Ranchi, Jharkhand, 834001 Interview Time - 10am to 3pm Contact Person- Mr. Rakesh Ranjan. Job Location: Anywhere in Ranchi Cluster (Jharkhand). Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 1 day ago
1.0 - 3.0 years
1 - 3 Lacs
muzaffarpur
Work from Office
Walk In Drive Details Drive Date - 27th August 2025 Walk-In-Drive Location - Ujjivan Small Finance Bank, Shrirampuri Ground Floor, Jai Hind Complex, Gobarsahi Chowk, NH-28, Bhagwanpur, Shrirampuri, Muzaffarpur - 842001 Interview Time - 10am to 3pm Contact Person- Mr. Anant Kumar. Job Location: Anywhere in Muzaffarpur Cluster (Bihar). Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 1 day ago
0.0 - 1.0 years
0 Lacs
mumbai, bengaluru
Work from Office
The Upstox Story: Upstox is one of Indias leading Fin-Tech companies with a mission to simplify trading investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade investment platform and commission-free pricing. We offer numerous asset categories to invest in, like Stocks, IPOs, Mutual Funds, and more. Upstox, co-founded by Ravi Kumar, Kavitha Subramanian, and Shrini Viswanath, is Indias leading wealth-tech platform, empowering 1.3+ crore customers to achieve their financial goals. Backed by Ratan Tata, our mission is to enable every Indian to invest right, trade right, and build wealth confidently. We offer simplified trading and investing through our mobile app and desktop platforms, catering to various user preferences with two distinct modes:- Upstox Pro: Aimed at active traders, offering advanced trading features in Equities, Futures, Options, Currencies, and Commodities.- Upstox for Investors: Designed for beginners, providing easy access to Stocks, Mutual Funds, IPOs, Gold, and Fixed Income products (T-Bills, G-Secs, SDLs, Fixed Deposits, NCDs), alongside Insurance and more. Our journey began with a focus on trading excellence in Equities and Futures Options (FO) trading. In 2023, we expanded our offerings, introducing a mode solely for investors and a revamped Mutual Fund product. Today, we have evolved into a comprehensive wealth platform, offering a wide range of products and services to help our customers achieve their financial goals. What is the Job like Often we hear that There has never been a better time to be in technology. This is where the fun begins for code gurus like you. As a hands-on Software Development Engineer, youll work with technical tools to transform a vision of a product into reality. Those who enjoy writing code and are passionate about solving problems and technology will find this position appealing. You will be engaged in product engineering at Upstox, working with world-class dev teams with the goal of developing game-changing, globally distributed products used by millions of people worldwide. Ultimately, it is SDEs code that transforms concepts into new technologies and services that change the worlds work and lifestyle. Key Responsibilities: 1 Solve complex problems by applying sound engineering principles. 2 Innovate by integrating new technologies, tools, and methodologies into your solutions. 3 Evaluate feedback and apply industry-standard or internal best practices to address technical or cognitive challenges. Skills Required: 1 Proficiency in React js, Redux, JavaScript, CSS, HTML 2 Strong understanding of Data Structures and Algorithms. 3 Keenness and experience to work in Frontend development 4 Hands-on experience with SQL is a plus. Qualifications: Currently pursuing a Bachelors or Masters degree in Engineering, specifically in Computer Science. Demonstrable knowledge of computing fundamentals, including data structures and algorithms. Availability for a 6-month internship starting immediately
Posted 1 day ago
1.0 - 2.0 years
1 - 3 Lacs
patna
Work from Office
Walk In Drive Details Drive Date - 27th August 2025 Walk-In-Drive Location - Ujjivan Small Finance Bank, Ground Floor, B-9, Sri Krishna Puri, Sahdeo Mahto Marg, Boring Road, Near Harilal's Sweets, , Sri Krishna Puri, Patna - 800001 . Interview Time - 10am to 3pm Contact Person- Mr. Manoranjan Kumar. Job Location: Anywhere in Patna Cluster (Bihar). Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 1 day ago
10.0 - 15.0 years
8 - 12 Lacs
thane
Work from Office
He / She should have 10-15 years of relevant experience in the field of factory procurement Should have thorough understanding of Current & voltage MV transformer (CT-VT) Measuring Instruments (MIT) , Relays, Sensorsetc.. Should have hands on experience on eSourcing tools like eRFQ, eBidding and eAuction Should conduct offer assessment & negotiations, coordination with Engineering & ensure the techno-commercial evaluation of the offers Digitalization drives Presales Support for Domestic and Exports white Elephant projects Finalizing Rate contracts for all Panel related equipment's. Knowledge of procurement plan & MIS is an added advantage Should be able to develop short term and long term strategies for commodities Should act as a support for Supplier Capacity Mapping, Supplier Risk Assessments, Audits & Quality Improvements Should work as a team player and should work along with cross functional team members to drive cost reduction projects Should possess excellent negotiation and communications skills with proven capabilities of managing different supplier relationships (collaborative vs confronting style) Should have experience to work in matrix organization. He/she has to adhere to Siemens process and compliance and should follow DOA. Should possess University degree in engineering (Preferably Electronics / Electrical) along with knowledge of SAP and Supply Chain Management, MS office and other analytical tools.
Posted 2 days ago
5.0 - 10.0 years
6 - 9 Lacs
ahmedabad
Work from Office
Skill 5-8 years of experience in sales- mutual funds and fixed income products Strong knowledge of financial markets Excellent communication, interpersonal & negotiation skills Ability to meet sales targets and handle a client portfolio independently
Posted 3 days ago
0.0 - 5.0 years
2 - 3 Lacs
nagpur, thane, ahmednagar
Work from Office
Looking for someone with good knowledge of insurance for one of the leading Life insurance company. Though this is DD channel, the company will provide leads. Acquire new customers through field visits, referrals, and cold calls. Life insurance Sales Required Candidate profile Age: 25 to 38 years, Minimum 6 month to 2 year in Insurance or BFSI sector (only liability sales like FD, RD, CASA, LI, GI, HI). Strong selling and negotiation skills.
Posted 3 days ago
0.0 - 5.0 years
2 - 3 Lacs
panaji, mumbai, pune
Work from Office
Looking for someone with good knowledge of insurance for one of the leading Life insurance company. Identify and onboard quality life insurance advisors from the local market. Guide and support them to generate business and achieve monthly targets. Required Candidate profile Age: 25 to 38 years, BFSI experience preferred (especially in liability sales profiles like FD, RD, CASA, Life Insurance, General Insurance, Health Insurance)Communication & people management skills.
Posted 3 days ago
0.0 - 5.0 years
2 - 3 Lacs
mumbai, navi mumbai
Work from Office
Looking for someone with good knowledge in insurance for one of the Leading Life insurance company. Promote and sell to customers of partner banks. Sell insurance products through assigned partner bank branches. Required Candidate profile Age: 25 to 30 years, Minimum 6 month to 2 year in Insurance or BFSI sector (only liability sales like FD, RD, CASA, LI, GI, HI) Strong selling and negotiation skills, Result-oriented.
Posted 3 days ago
1.0 - 2.0 years
4 - 6 Lacs
mumbai
Work from Office
Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum
Posted 4 days ago
3.0 - 6.0 years
10 - 11 Lacs
chennai
Work from Office
1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.
Posted 4 days ago
1.0 - 4.0 years
3 - 6 Lacs
kolkata, mumbai, chennai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Candidate Profile 1) Should be from Broking Industry with minimum of 4-5 Years of team handling experience in B2B space of Partner Alliance (Franchisees, IFAs) 2) Experience of selling Equity broking products along with Mutual Funds, PMS, AIF etc needed. 3) Need to have good communication skill. 4) Need to have ability to learn and update regularly on Capital Markets. 5) Desired to achieve sales target. _ Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Lucknow,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum
Posted 4 days ago
5.0 - 8.0 years
5 - 8 Lacs
chennai, ahmedabad, surat
Work from Office
1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Trivendrum, Delhi, Vadodra Exp.- Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. Education- BFM MCOM MBA Finance or equivalent , with NISM - 5A & 8 certification
Posted 4 days ago
2.0 - 7.0 years
2 - 7 Lacs
hyderabad
Work from Office
Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Hyderabad Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Branch Sales Executive 5. Senior sales Executive 6. Relationship Manager Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity.
Posted 4 days ago
2.0 - 7.0 years
3 - 6 Lacs
ernakulam, kottayam, thrissur
Work from Office
* Achievement of branch team target. * Oversees the daily operations of the specific branch, ensuring efficiency, productivity & customer service. * Hiring, training & leading branch employees. * Conducting performance evaluations and support to maximise team performance. * Developing & implementing strategies to meet sales target, attract new customers & retain existing ones. * Building relationship with local community to enhance branch presence & reputation. * Strong leadership skills to motivate and guide a team. * Ability to analyse situation, identify problem, implementing effective solutions.
Posted 4 days ago
2.0 - 7.0 years
3 - 8 Lacs
chennai
Work from Office
Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Tamil Nadu Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Sales Manager - Merchant Acquiring 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity. Bandhan Bank -Velacherry Branch 3A/1, Cee Dee Yes Enclave, Tharamani, 100 Ft. Road, Tansi Nagar, Velachery, Chennai, Tamil Nadu, Pin-600042 Date: 22nd Aug 2025 Time: 10:00am to 3.00pm
Posted 5 days ago
2.0 - 7.0 years
3 - 8 Lacs
chennai
Work from Office
Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Tamil Nadu Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Sales Manager - Merchant Acquiring 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity. Bandhan Bank -Anna Nagar Branch Q block, New No. Q 60, Old, Q99, 3rd Ave, Anna Nagar, Chennai, Tamil Nadu 600040 Date: 21st Aug 2025 Time: 10:00am to 3.00pm
Posted 5 days ago
3.0 - 8.0 years
3 - 8 Lacs
chennai
Work from Office
Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals. Acquisition Managers/ Premier Acquisition Manager- Business Banking Source customers for Current and Savings Accounts (CASA) products. Generate leads form open market. Achieve sales targets for CASA and cross-sell financial products. Minimum 1-5 Years of CASA Field Sales experience or BFSI Sales experience and currently employed.
Posted 5 days ago
3.0 - 8.0 years
5 - 15 Lacs
Noida, Uttar Pradesh, India
On-site
Role & Responsibilities: Client Acquisition Acquire New-to-Bank MSME clients through a consultative CRM and Knowledge Banking approach Engage regularly with Branch Banking teams and MSME associations to source potential leads Conduct a minimum of two client meetings daily to build a healthy prospect pipeline Asset and Liability Book Building Build a quality asset portfolio by offering working capital facilities and term loans to MSME clients Grow the liability base by sourcing Current Accounts, Savings Accounts, and Fixed Deposits Promote Trade and Transaction Banking products such as Cash Management Services, Trade Finance, and Treasury solutions Cross-Selling & Wallet Share Expansion Enhance client profitability and retention by cross-selling POS machines, salary accounts, insurance, and wealth management products Identify opportunities to increase share of wallet and strengthen client relationships Internal Collaboration Coordinate with Risk, Operations, and Service teams to ensure faster turnaround times (TAT) for loan processing Ensure seamless client onboarding and servicing through effective teamwork Target Achievement Achieve business targets across topline (revenue generation) and bottom-line (profitability) by consistently driving productivity Monitor performance and take necessary actions to meet or exceed assigned goals
Posted 3 weeks ago
2.0 - 7.0 years
0 - 0 Lacs
mumbai city, indore
On-site
LOCATION:- MUMBAI, INDORE For Most Reputed Organization OF General Insurance (Health Insurance Segment) Product: General Insurance (Health Insurance) Age Maximum 30 Qualification:-Graduate Preference : Candidate working in the Agency channel of the Life/ general/Health Insurance will be most preferable JD To Recruit the Financial Advisor and Distributor To Train and Motivate them To Procure Business out of Them Salary package will be Rs 3.5 to 5 Lacs (CTC Not Constraint for the Right Candidate) Contact Rupesh Pathak 9643403079 Mail: privilegecon@gmail.com
Posted 3 weeks ago
0.0 years
4 - 9 Lacs
Kolkata, Siliguri, Dhanbad
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage 5. Maximum age limit 35 years. Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad
Posted 3 weeks ago
5.0 - 8.0 years
3 - 8 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
* Greetings from Andromeda !! We are seeking a dynamic and client-focused Wealth Relationship Manager with a strong background in fixed deposit sales. The ideal candidate will combine financial expertise with relationship management skills to guide clients towards achieving their financial goals, while contributing to the firm's overall growth. This role includes a competitive compensation package, attractive commissions, comprehensive health benefits, and a collaborative work environment. Requirements Key Responsibilities: * Support Investment Counsellors and Business Heads in executing investment strategies and client servicing initiatives. * Build and nurture long-term client relationships by understanding individual financial goals, risk appetite, and investment preferences. * Conduct financial assessments to evaluate clients' current situations and identify opportunities for wealth growth through fixed deposits and related products. * Develop personalized financial plans and recommend suitable fixed deposit options, along with cross-sell and up-sell opportunities across the product suite. * Conduct market and product research to ensure informed recommendations that align with client goals and current financial trends. * Proactively manage and review client portfolios to ensure alignment with objectives, adjusting as needed based on market dynamics or changing client needs. * Provide continuous financial guidance, addressing client queries and offering tailored wealth management solutions. * Contribute to the company's financial performance through client acquisition, retention, and product penetration (FDs, mutual funds, etc.). * Stay abreast of market movements, economic indicators, and regulatory updates to ensure timely and compliant client advisories. Required Skills & Competencies: * Proven experience in fixed deposit sales, wealth management, or financial product distribution. Strong ability to cross-sell and up-sell investment products and services. * Excellent interpersonal and communication skills to engage and retain clients. * Ability to conduct financial planning and understand diverse client needs. * Familiarity with regulatory guidelines related to financial products and advisory services. * Goal-oriented mindset with a commitment to delivering results and client satisfaction. Work with an experienced team, career growth and knowledge enhancement Other Locations also open- Bangalore ,Ahmedabad, Hyderabad
Posted 4 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Kochi, Hyderabad, Puducherry
Work from Office
Post : Senior Relationship Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several
Posted 4 weeks ago
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