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2.0 - 6.0 years
3 - 5 Lacs
Pune
Work from Office
About The Role Investment Relationship Manager KRAs : Developing and managing banking relationships with a select group of customers who are part of theportfolio mapped for their Financial Planning, Insurance and Investment Requirements. Ensureshighlevelsofcustomerserviceorientationandapplicationofbankpolicy. Informscustomersofnewproductsorproductenhancementstofurtherexpandthebanking relationship. Plansand conducts specialsales initiativesandevents for prospectiveandexistingclients. Coordinateswithother groupcompanies toprovideseamlessaccesstoother products. Maintainscompleterelationshiprecordfor assignedcustomeraccounts. Trackscustomercomplaints/queriesandturnaroundtimesforcustomer satisfaction. Desired Candidate Profile : Product Knowledge in LI, GI and Mutual Fund Products. IRDA and AMFI Certification Employees will be preferred Graduate:3-5yearsofexperience PostGraduate:2-3yearsofexperience Customerorientation Highenergylevelswithamotivetosucceed
Posted 2 weeks ago
3.0 - 7.0 years
3 - 5 Lacs
Jaipur
Work from Office
About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.
Posted 2 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Mumbai
Work from Office
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
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Kolkata
Work from Office
About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to 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. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years
Posted 2 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
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
Posted 2 weeks ago
3.0 - 7.0 years
3 - 5 Lacs
Nagpur
Work from Office
About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Gurugram
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size.Job Requirement Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"s Graduates MBA Having more than 1-2year work experience
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Nagpur
Work from Office
About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to 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. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years
Posted 2 weeks ago
2.0 - 7.0 years
3 - 4 Lacs
Rajkot
Work from Office
About The Role Job Role: " Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members " Overall responsible for break-even and P&L of branch Job Requirements " Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities " Must have had Sales experience and exposure, preferably of Liabilities products " Qualifications- MBA CA/ CAIB " Good Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
Posted 2 weeks ago
1.0 - 5.0 years
7 - 11 Lacs
Thane
Work from Office
About The Role Job role: Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Job Requirements:Qualification - Graduate MBASkills & Experience Customer relationship management skills - Sales and service orientation
Posted 2 weeks ago
2.0 - 3.0 years
2 - 6 Lacs
Tiruppur
Work from Office
About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Lonavala
Work from Office
About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to 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. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years
Posted 2 weeks ago
3.0 - 7.0 years
3 - 5 Lacs
Banswara
Work from Office
About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.
Posted 2 weeks ago
2.0 - 7.0 years
3 - 4 Lacs
Mumbai
Work from Office
About The Role Job Role: " Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members " Overall responsible for break-even and P&L of branch Job Requirements " Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities " Must have had Sales experience and exposure, preferably of Liabilities products " Qualifications- MBA CA/ CAIB " Good Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
Posted 2 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Bengaluru
Work from Office
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
Posted 2 weeks ago
2.0 - 3.0 years
2 - 6 Lacs
Coimbatore
Work from Office
About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years
Posted 2 weeks ago
2.0 - 5.0 years
4 - 6 Lacs
Ahmedabad
Work from Office
About The Role Job Role: To lead a team of relationship managers. Manage, develop and enhance deepening of the relationship with Channels (Branch, DSA, Builder) Responsible for achieving team targets and sales volume. Ensuring Teams Productivity along with Location Productivity Responsible for Location NPS Managing HNI Clients and responsible for deepening of the relationship with them Responsible for cross sell of CASA and TPP. Job Requirements Should have good interpersonal skills. Ability to manage, motivate and lead team. Should possess relationship building skills. Job Specifications Should have minimum work experience of 8-10 years. Expertise in banking products specially Assets.
Posted 2 weeks ago
6.0 - 8.0 years
3 - 5 Lacs
Kakinada
Work from Office
About The Role Job Role " Lead the Service Team. " Ensuring regulatory and procedural compliance " To co-ordinate the audit of the branch " Ensuring service excellence to enhance portfolio, control retention and better cross sell " Authorize and check RO SO entries " Check end products " Check vouchers to clear transactions of Rs. 10 lakhs & above " Vault Key custodian Job Requirement " Customer service oriented " Meticulous " Eye for details " Ability to manage and motivate front office staff. " Thorough overall understanding of banking " Graduate/MBA " Graduates with 6-8 years experience " MBA with 4-6 years experience " Should possess customer orientation and team leader qualities
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Chennai
Work from Office
About The Role Premier Acquisition Manager-RL SALES- JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"s Graduates MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 5.0 years
2 - 5 Lacs
Surat
Work from Office
About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements:: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter Application: If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail tosmitha.nair@kotak.comPlease mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business group "
Posted 2 weeks ago
3.0 - 8.0 years
2 - 4 Lacs
Ankleshwar
Work from Office
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
Posted 2 weeks ago
2.0 - 6.0 years
2 - 4 Lacs
Thane
Work from Office
About The Role Posting Description for Internal Candidates CEC-Relationship Manager-VRM Enter Custom Internal Posting Description Short Description for Internal Candidates Job Role: " 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 ski Description for Internal Candidates Job Role" 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. Same Posting Description for Internal and External Candidates
Posted 2 weeks ago
6.0 - 8.0 years
3 - 5 Lacs
Mumbai
Work from Office
About The Role Job Role " Lead the Service Team. " Ensuring regulatory and procedural compliance " To co-ordinate the audit of the branch " Ensuring service excellence to enhance portfolio, control retention and better cross sell " Authorize and check RO SO entries " Check end products " Check vouchers to clear transactions of Rs. 10 lakhs & above " Vault Key custodian Job Requirement " Customer service oriented " Meticulous " Eye for details " Ability to manage and motivate front office staff. " Thorough overall understanding of banking " Graduate/MBA " Graduates with 6-8 years experience " MBA with 4-6 years experience " Should possess customer orientation and team leader qualities
Posted 2 weeks ago
2.0 - 7.0 years
6 - 10 Lacs
Jaipur
Work from Office
About The Role Job Role: Lead a team of Relationship officers -Customer Engagement (ROCE) in the region to manage Cat C & D portfolio as assigned by VRM CEC. Lead Conversion - Meeting benchmark Conversion of leads as budgeted from time to time as generated by Customer experience Centre(CEC) and central campaigns/triggers by CVMHO team Ensure superior ground coverage of the customers mapped to VRM and ROCE team Drive portfolio objectives through RO CEs - Category upgrades, Casa deepening, Digital adoption, GPH improvement, GSA improvement NPS Ensuring on ground Customer experience translates into desired NPS at a portfolio level Job Requirements: Graduate with min 12 years, or Post Graduate with a min of 8-10 years of experience Experience of managing a large feet on street 20+, team remotely. Experience field sales in BFSI preferred. Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities. Team Player with deep sense of working in matrix structures.
Posted 2 weeks ago
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