2217 Banking Products Jobs - Page 3

Training, guiding, updating the RMs and PBs on life insurance concepts, selling skills, products of company, and processes. Required Candidate profile 4 years of experience of LI Sales/ BFSI Sales From Insurance or Banking industry candidate required age Max 38 Call / whatsapp - 7008628064

The role involves leading a team of Partners/Relationship Leaders and managing key clients, particularly HNIs and Ultra HNIs, to enhance the relationship management experience. Lead a team of Partners/Relationship Leaders at the location and manage key clients - HNIs and Ultra HNIs. Drive the acquisition of Personal Banking and Wealth Management relationships for Owners/Promoters/Directors of organizations. Convert the Richest Individuals base at the location, especially those listed as Top 500 Richest Indians in India. Maintain a strong working knowledge of client portfolios/products to gain business wallet share. Showcase a full range of consumer and commercial banking products to existing and potential Key Clients. Contribute to the development of new products and services by channeling self and customer feedback to the respective Program Teams. Ensure compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements. Participate in cross-functional activities that promote collective responsibility towards the institution's objectives. The position shall be evaluated based on self-revenue generated from mapped clients and revenue generated from the team.,

Join our team to drive business growth by acquiring and managing key customer relationships, delivering tailored financial solutions, and maximizing revenue opportunities. Location: Madurai, Karaikudi, Rameswaram, Thoothukudi, Tirunelveli, Nagercoil. Role: Preferred Relationship Manager. Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & advisory skills Knowledge of banking products, KYC norms, and portfolio management Excellent communication & stakeholder engagement _______________________________________________________________________________________________ Role: Personal Banker Classic. Experience: 3+ Years of Banking Sales Experience. Responsibilities: Acquire and deepen Classic relationships Cross-sell banking, investment & third-party products Manage attrition and increase wallet share Ensure high-quality service and operational hygiene Meet income & portfolio growth benchmarks Preferred candidate profile: Proven experience in sales and relationship management Strong understanding of banking products and customer profiles Wxcellent communication and follow-up skills _______________________________________________________________________________________________ Role: Personal Banker Sales. Experience: 1+ Years of Banking Sales Experience Responsibilities: Source new liability accounts (CA/SA/TD) through cold calls, referrals & local marketing Cross-sell products like loans, insurance, mutual funds, credit cards & demat Ensure lead fulfillment from all branch verticals Provide exceptional service and ensure compliance with KYC/AML norms Contribute to branch-level business targets Preferred candidate profile: Sales & influencing skills Strong product & regulatory knowledge Good communication & relationship-building abilities _______________________________________________________________________________________________ If you're passionate about customer success and high-impact relationship management, apply now!!

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).

Acquire annually 6 to 7 part time employees (Insurance Manager IM) and also manage a preallocated team of IM which will be mapped to them from the existing pool of IM s. Key Responsibilities/ Key Deliverables Understand the IM acquisition and also IMF regulation, value proposition & registration process. Acquisition of 6 - 7 IM s in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey. Manage performance of IM s Develop understanding of products & coach IM staff on product USP s Implement performance management and rewards system in IM s. Provide marketing, training and operational support to IM s Manage attrition of IM s through revival or replacement Drive quality of business sourced from IM s Ensure right product mix and control key quality measures such as leakage and persistency. Measures of Success Minimum 6 - 8 IM Acquisition in a year Achieving sales target through team of IM s IM Activity & Retention Quality of Business Create pipeline for IMF s Job Specifications Educational Background Minimum a graduate Work Experience At least 1-3 years of experience in recruiting business partners / Agents and achieving sales target through them. Good communication skill.

Post : Relationship Manager • Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Cross sell assets and fee products • Resolve customer queries/issues Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentives, Performance Bonuses, Career Growth

Post : Sales Executive 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 • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 32 YRS Call OR WhatsApp : 9104805064 HR Kinjal Perks and benefits Incentives, Performance Bonuses, Career Growth

Role & responsibilities We are looking for a Sales Executive to join our team. The role involves selling insurance or financial products, finding new clients, and meeting monthly sales targets. Responsibilities: Find leads through fieldwork, cold calling, and networking Sell financial or insurance products to customers Understand customer needs and offer the right solution Follow up with leads and close sales Complete sales paperwork Meet monthly targets Build long-term client relationships Attend daily meetings and training sessions Preferred candidate profile: Graduate in any discipline. 2+ years of sales experience (BFSI experience is a plus). Good communication and convincing skills. Must Be a Local Candidate. Goal-orientated and self-motivated. Benefits: Fixed Salary + Attractive Incentives. Career growth & promotion opportunities. Training & certification support. Interested candidates can apply or reach out at: Phone : +91 9723104999 Email : palak.r@tekpillar.com

Designation : Business Development Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile - Education : Any Graduate - Must have 2 YRS of experience Any Sale/ Banking/ Finance/ Insurance sales - Good Communication skill - Age 23 to 39 - Local candidate from the City - Documents mandatory

Designation : BUSINESS DEVELOPMENT MANAGER • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile - Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance sales - Graduation is mandatory - Good Communication skills - Local from the city - Age : 23 to 39 Fresher can't apply

Generate leads through direct marketing, field visits, and relationship management. Meet prospective customers and explain HDFC's home loan products. Achieve monthly sales targets for home loans and related financial products. Managing Sales of HL Required Candidate profile Experience: 06–2 years in sales ( HL , Lap & BFSI Sales ) Salary: Fixed + Incentives (Performance-based) Ready to travel for fieldwork Excellent communication skills

Designation :Business Development Manager • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile - Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance sales - Graduation is mandatory - Good Communication skills - Age : 23 - 39 yrs - loacal from city ( Fresher's can't apply )

Job Description Recruit the team. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling

As a NCT - LTRA at Deutsche Bank in Pune, India, you will play a crucial role in Finance, ensuring the bank understands the profitability of each business activity and the resource commitment involved in client transactions. With a global presence in 47 countries, Finance covers various functions such as Group Finance, Treasury, Planning, Performance Management, and more to oversee financial aspects for internal and external stakeholders. Your primary objective will be to produce and distribute LCR/NSFR reports for local entities within Deutsche Bank, along with conducting regular product-level and metric-level analytics before final distribution to regulators. You will be responsible for timely delivery of liquidity reports, analysis of variances, engagement with stakeholders, running ad-hoc analyses, and ensuring accurate report production. A strong understanding of Balance sheet and regulatory reporting processes is essential, along with proficiency in tools like SQL, Python, and Tableau. Deutsche Bank offers a range of benefits including a best-in-class leave policy, gender-neutral parental leaves, childcare assistance benefit, sponsorship for industry certifications, and more. You will receive comprehensive hospitalization and life insurance, along with health screening for individuals above 35 years. To excel in this role, you should possess strong data analysis skills, attention to detail, effective communication skills, and a fair understanding of banking products. Experience with reporting and analytical tools like Axiom, Tableau, SQL, Python, and Alteryx is required, along with a background in investment banking or regulatory reporting within a banking environment. A Bachelor's degree or equivalent qualification is necessary, and you will receive training, coaching, and support for career development. Deutsche Bank fosters a culture of continuous learning and collaboration, empowering employees to excel together every day. For more information about Deutsche Bank and our teams, please visit our company website: https://www.db.com/company/company.htm. We promote a positive, fair, and inclusive work environment, welcoming applications from all individuals to be part of the Deutsche Bank Group.,

The role involves leading a team of Partners/Relationship Leaders and managing key clients, particularly HNIs and Ultra HNIs, to enhance the relationship management experience. Lead a team of Partners/Relationship Leaders at the location. Manage key clients - HNIs and Ultra HNIs. Drive the acquisition of Personal Banking and Wealth Management relationships for Owners/Promoters/Directors of organizations. Convert the Richest Individuals base at the location, especially those listed as Top 500 Richest Indians in India. Maintain a strong working knowledge of client portfolios/products to gain business wallet share. Showcase a full range of consumer and commercial banking products to existing and potential Key Clients. Contribute to the development of new products and services by channeling self and customer feedback to the respective Program Teams. Ensure compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements. Participate in cross-functional activities that promote collective responsibility towards the institution's objectives. The position shall be evaluated based on self-revenue generated from mapped clients and revenue generated from the team.,

As a Senior India Coverage Banker at Deutsche Bank, you will be responsible for managing an established portfolio of large local corporate clients in Mumbai, India. Your role as a Global Relationship Manager will involve building strong and long-term relationships with senior decision makers in both private and public sector MNC/LLC clients. You will provide structured advisory and solutions to clients by leveraging the bank's global capabilities in corporate and investment banking. Your key responsibilities will include structuring and executing transactions in collaboration with relationship managers and product partners, staying updated on macroeconomic and market developments, assessing and managing credit risks, and ensuring compliance with internal control frameworks and policies. To excel in this role, you should have at least 12 years of banking experience with a focus on managing MNC/LLC client relationships. You should possess strong execution skills in dealing with complex deals across banking products such as Structured Financing, Cash Management, Sustainable Finance, Risk Management, and Capital Market transactions. Additionally, you should demonstrate values of Accountability, Partnership, Client Centricity, Innovation, and Integrity with a commercial mindset. Ideal candidates will hold a Chartered Accountant, CFA, or MBA from a globally recognized institute. Deutsche Bank offers training, coaching, and a culture of continuous learning to support your career development. The company values empowerment, responsibility, commercial thinking, initiative, and collaboration. Join us at Deutsche Bank and be part of a culture that celebrates success, promotes inclusivity, and fosters a positive work environment for all. Visit our company website for more information: https://www.db.com/company/company.htm,

As a Client Data Manager II within the Operations team, you will play a crucial role in enabling thought leadership and leading a team that is risk aware, empowered, and accountable for driving best-in-class service. Your responsibilities will include reviewing and enhancing data collection and verification processes to ensure the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be essential in managing multiple tasks and activities effectively, while your proficiency in digital and tech literacy will enable you to leverage software applications and digital platforms to streamline processes and enhance the client experience. You will be responsible for day-to-day management of a team, providing coaching and ongoing performance feedback. Monitoring the performance of individual team members, addressing service issues escalated by internal or external customers, and making independent decisions based on data, insight, and experience are key aspects of this role. Creating an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices will be essential. Your qualifications should include a demonstrated ability to develop, manage, coach, and motivate teams, along with flexibility and adaptability to manage interim projects and processes based on business requirements. Knowledge of banking products, leadership in process and organizational change, problem-solving skills, strong communication and presentation abilities, and comfort with ambiguity are crucial for success in this role. Preferred qualifications include previous experience in AML, Compliance, Fraud, KYC, or Operational Risk, competence in mainframe and PC-based systems, proficiency in MS Office, and previous people management experience with a high-performing team.,

As a Change Management Specialist at Standard Chartered Bank, you will play a crucial role in ensuring that all required changes from stakeholders are effectively delivered by following the Software Development Life Cycle (SDLC) and Governance processes. Your primary responsibility will be to own the change delivery for respective portfolios and liaise with geographically dispersed stakeholders from Business and Technology teams to ensure smooth delivery of strategic changes for SCB. Your key responsibilities will include driving end-to-end Data Modelling based on new product functionality, delivering Changes/Projects related to Capital Management and Regulatory Reporting areas, conducting business analysis and impact analysis, as well as driving Data Sourcing, Data Profiling, and Business Transformation Logics activities. You will need to have a strong understanding of Capital reporting related business domains and banking products, prepare various documentation including Business Requirement Document and Test Strategy, and perform User Acceptance Testing. Additionally, you will be responsible for managing stakeholders across business functions and domains, coordinating with all business and technological stakeholders, developing domain content in banking products, ensuring compliance with rules and regulations, and reviewing key controls to ensure operational risk policy framework compliance. It will be essential for you to uphold the Values of the Group and Company, comply with applicable laws and regulations, and embed the highest standards of ethics across Standard Chartered Bank. In terms of qualifications, you are required to have an MBA (Finance), ICWA, CA, MBA (Banking) from a reputable institute, and be FRM certified. Proficiency in Confluence/PM tools and MS suite of applications is also necessary for this role. Standard Chartered Bank is an international bank dedicated to making a positive difference for clients, communities, and employees. If you are looking for a purposeful career and want to work for a bank that values diversity and inclusion, we encourage you to apply. At Standard Chartered, we celebrate unique talents and advocate for inclusion, striving to drive commerce and prosperity through our diverse workforce. We offer core bank funding for retirement savings, medical and life insurance, flexible working options, proactive wellbeing support, continuous learning opportunities, and a values-driven culture that embraces diversity and inclusion. Join us to be part of a team that challenges the status quo, seeks new opportunities for growth, and works together to make a difference. For more information on career opportunities at Standard Chartered Bank, please visit www.sc.com/careers.,

Candidate must be a Graduate Freshers also can apply BFSI Sales experience is mandatory Home Loan / Insurance sales experience is preferred Bike is Must Comfortable to Go outside Open to Travel Candidates Can Call @HR Neebha 9335477725 & WhatsApp

We’re Hiring for Banca Channel – HDFC Life! Min 6 Months BFSI & Insurance Sales Exp Excellent Communication Skills Build Strong Relations with HDFC Bank RMs Make Outbound Calls | Leads Provided by Bank RM WhatsApp resume on @HR Shivangi 7303452517

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.