117 Amfi Jobs - Page 3

About The Role Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios About The Role Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role Role: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 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 Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate/ Post Graduate4 plus years of experience AMFI / IRDA

About The Role Role: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 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 Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 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 Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role Job Role: Team Leader "¢ Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. "¢ Collaborating with fulfilment teams to ensure best in class conversion ratios. "¢ Ensure availability of trained manpower to maintain production at 100% capacity. "¢ Meet cost to income ratios as determined by Score card. "¢ Adherence to Standards of Performance. "¢ Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: "¢ Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. "¢ People management skill essential. "¢ Experience in working in a tele-sales or relationship management in BFSI preferred. "¢ Certified in AMFI/IRDA. "¢ Good listening skills and strong communication abilities. "¢ Team Player. Job Role: VRM Officer "¢ To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. "¢ This skill will also do sales with assigned customer based mapped to them. "¢ Measure of outcomes NPS, Service Level, Service Quality and Sales. "¢ Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. "¢ Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues. "¢ Complete the logs specified by the process (End-of-day target). "¢ Adherence to Information Security norms & quality process norms. "¢ To be aware of and comply with any updates about the process. "¢ Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: "¢ Should be a least graduate. "¢ No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. "¢ Should not have employment gap for more than a month. "¢ Should have at least completed a year in current org. "¢ Better soft skills conversational skills and English versant scores 7+. "¢ Flexible to work on rotational week offs.

About The Role JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role Job Role: Team Leader "¢ Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. "¢ Collaborating with fulfilment teams to ensure best in class conversion ratios. "¢ Ensure availability of trained manpower to maintain production at 100% capacity. "¢ Meet cost to income ratios as determined by Score card. "¢ Adherence to Standards of Performance. "¢ Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: "¢ Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. "¢ People management skill essential. "¢ Experience in working in a tele-sales or relationship management in BFSI preferred. "¢ Certified in AMFI/IRDA. "¢ Good listening skills and strong communication abilities. "¢ Team Player. Job Role: VRM Officer "¢ To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. "¢ This skill will also do sales with assigned customer based mapped to them. "¢ Measure of outcomes NPS, Service Level, Service Quality and Sales. "¢ Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. "¢ Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues. "¢ Complete the logs specified by the process (End-of-day target). "¢ Adherence to Information Security norms & quality process norms. "¢ To be aware of and comply with any updates about the process. "¢ Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: "¢ Should be a least graduate. "¢ No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. "¢ Should not have employment gap for more than a month. "¢ Should have at least completed a year in current org. "¢ Better soft skills conversational skills and English versant scores 7+. "¢ Flexible to work on rotational week offs.

About The Role Job TitleTeam Manager 811 Relationship GradeM3/M4 The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak 811. The Team Manager will be responsible for managing a Team of 10-12 Relationship Officers whose primary responsibilities are:- 1. Managing a portfolio of 800-900 customers 2. Engaging with the mapped customers (via digital medium and physical meetings) to fulfil their service requirements 3. Increase the Relationship Value of mapped customers 4. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans Key Responsibilities: 1. Increase in Relationship Value of Portfolios mapped to Relationship Officers 2. Ownership of Top line targets across Investment Products, Insurance and Asset Products 3. Ensuring all mapped Relationship Officers are IRDAI and AMFI/EUIN certified 4. Driving Resource Activation across Investment Products and Asset Products Basic Requirements: 1. Minimum 8-10 years of Sales Experience 2. Prior team management experience of at least 3 years 3. Excellent Communication skills 4. Basic Excel knowledge and ability to perform non-complex data analysis 5. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext 6. AMFI/EUIN and IRDAI SP Certification Preferred Profiles: 1) Previous experience as in Banking, Key Account Management, Insurance Direct Sales ( Life or General), Securities Sales or other financial products sales

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore Min 10 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall 9. Ensure timely flow of information internally and externally, monitor extrernal communication of the team regularly 10. Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team Preferred candidate profile Only Wealth exprience required(Mutual fund sales) Candidate should be comfortable for B2C sales Interested one can send their updated resume at- uttam@avaniconsulting.com Or What's app and call - 9949101406

Responsibilities Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Bank’s policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Expected CandidateAgeMinimum 21 to Maximum 30 years ProfileEducation: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects / Skills: - Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’ Knowledge of regulatory guidelines

Responsibilities Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Bank’s policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Expected CandidateAgeMinimum 21 to Maximum 30 years ProfileEducation: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects / Skills: - Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’ Knowledge of regulatory guidelines

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 1 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Kerala Designation : NRI - Relationship Manager Location : Kochi, Trivandrum Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proacti vely track NRI visits to India. 4. To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stockbrokers, expats of shipping companies, overseas branches. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube