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2.0 - 6.0 years
0 Lacs
karnataka
On-site
As a member of the Corporate and Investment Banking team at DBS, your role will involve providing a full range of commercial banking products and services to corporate customers. This includes managing cash flow, time deposits, trade finance, working capital finance, term loans, and foreign exchange transactions. By maintaining strong relationships with customers in the region, you will play a key role in account management, service differentiation, product development, and adherence to rigorous credit standards. Your primary responsibility will be to support Relationship Management teams by assisting in various activities such as preparing and submitting Credit Memos, completing documentation formalities, assisting in client onboarding and KYC reviews, and following up on overdue accounts. You will also be required to provide client servicing, identify early warning signs in the portfolio, manage existing client portfolios, and explore cross-selling opportunities for other banking products. Key responsibilities will include preparing accurate credit proposals, maintaining close relationships with the Business Unit to ensure deliverables are met, conducting need-based customer meetings to understand business risks, cross-selling additional banking products, monitoring portfolio irregularities, ensuring regulatory compliance, managing customer satisfaction levels, controlling portfolio quality, and communicating key messages to customers. To excel in this role, you should possess good written and oral communication skills, a strong academic background, self-motivation, adaptability, a creative mindset, and strategic thinking abilities. Your ability to collaborate with internal teams, adhere to risk management guidelines, and maintain high standards of customer service will be crucial in achieving success in this position.,
Posted 22 hours ago
2.0 - 6.0 years
0 Lacs
haryana
On-site
The Corporate and Investment Banking division offers corporate clients a wide range of commercial banking products and services, including cash management, current accounts, time deposits, trade finance, working capital finance, term loans, and foreign exchange. DBS has built enduring relationships with its customers in the region through account relationship management, service differentiation, product innovation, and strict credit standards. As a member of the team supporting Relationship Managers, your responsibilities will include preparing and submitting Credit Memos to CCG, handling documentation formalities in collaboration with clients and CCU, assisting with client onboarding and KYC reviews, managing overdues, coordinating client servicing with internal units, identifying early warning signs in portfolios, managing existing client portfolios, and exploring cross-selling opportunities for banking products. Key responsibilities also entail crafting accurate credit proposals, maintaining close relationships with Business Units to ensure IBG deliverables are achieved, conducting need-based customer meetings to understand business risks, cross-selling various products, monitoring portfolios for irregularities, ensuring regulatory compliance, assisting with recoveries and minimizing bad debts, enhancing customer satisfaction levels through detailed MIS and complaint tracking, controlling portfolio quality in line with risk management guidelines, monitoring complaint levels and quality of handling, and effectively communicating key messages to customers. The ideal candidate will possess strong written and oral communication skills, a solid academic background, self-motivation, adaptability, creativity, and strategic thinking abilities.,
Posted 23 hours ago
5.0 - 10.0 years
0 Lacs
karnataka
On-site
As a Business Clients Area Advisor at Deutsche Bank, your main responsibility will be to assist the Head RM in executing successful micro-events for the acquisition of new Corporate Salary Account clients. You will be expected to acquire new accounts from group companies and referrals from existing customers. Additionally, you will play a crucial role in ensuring consistent growth of the Savings portfolio and establishing synergies for maximum penetration of Investment & Insurance sales to new customers. Your key responsibilities will also include building and deepening relationships with clients, ensuring top-class service delivery, monitoring high net worth accounts closely, and working towards reactivating accounts that have stopped transacting. It will be essential for you to implement customer contact programs to increase the customer's share of wallet with the bank and monitor the average revenue per customer closely. Risk management and governance will be another crucial aspect of your role, where you will be required to ensure adherence to various compliance norms of the bank, including the Know Your Customer policy, Anti Money Laundering Policy, and Information Protection Policy. You will also need to report any suspicious transactions to the Area Manager promptly and promote the use of alternate channels. To be successful in this role, you should have 5-10 years of experience in Private Banking as a Corporate Salary Account Relationship Manager. You must be comfortable with sourcing business through open market channels and possess excellent communication skills in English. Additionally, being well-groomed will be an added advantage. At Deutsche Bank, we offer a range of benefits to support you in your career growth, including training and development opportunities, coaching from experts in your team, and a culture of continuous learning. We strive for a positive, fair, and inclusive work environment where everyone is encouraged to excel together every day. If you are looking for a challenging yet rewarding opportunity in the banking sector, we welcome your application to join our team at Deutsche Bank.,
Posted 4 days ago
5.0 - 10.0 years
5 - 13 Lacs
Kozhikode, Bengaluru, Thiruvananthapuram
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com
Posted 5 days ago
5.0 - 10.0 years
5 - 10 Lacs
Kollam, Kozhikode, Thiruvananthapuram
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com
Posted 5 days ago
5.0 - 10.0 years
5 - 10 Lacs
Mangaluru, Mysuru, Bengaluru
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com
Posted 5 days ago
3.0 - 8.0 years
8 - 12 Lacs
Gurugram
Work from Office
Job Summary: We are seeking a passionate and results-driven Sales Coach to join our dynamic Sales Operations team. The Sales Coach will be responsible for enhancing the performance of front-line sales guides through coaching, mentoring, and skills development. The ideal candidate should have a strong background in telecom sales, deep knowledge of BPO operations, and a proven ability to drive individual and team success. Key Responsibilities: • Deliver one-on-one and group coaching sessions to sales guides to improve sales techniques, product knowledge, objection handling, and closing strategies. • Analyse individual and team performance metrics (e.g., conversion rates, cross-sell scores) to identify skill gaps and training opportunities. • Collaborate with Training and Quality teams to align coaching plans with onboarding, continuous learning, and performance improvement initiatives. • Provide real-time feedback during or after customer interactions to reinforce best practices. • Create and maintain coaching logs, action plans, and performance improvement plans (PIPs) as needed. • Conduct interaction reading sessions and side-by-side monitoring to assess skills, behaviours and recommend improvements. • Partner with Sales Managers to implement strategies that drive KPI achievement and overall business goals. • Stay updated on product, process, and promotional changes • Support the roll-out of new tools, campaigns, or sales methodologies by ensuring team readiness through effective coaching. Requirements: • Bachelor's degree or equivalent work experience. • Minimum 23 years of experience in BPO sales, preferably in the telecom domain. • At least 1 year in a coaching, team lead, or training role. • Strong understanding of BPO sales metrics (e.g.,Sales Conversion, cross-sell, AHT etc). • Excellent communication, interpersonal, and motivational skills. • Strong analytical skills to interpret data and create coaching strategies. • Proficiency in CRM and sales tools • Certification in coaching or adult learning (preferred, not mandatory). Key Competencies: • Coaching & Mentoring • Performance Management • Sales Strategy & Execution • Communication & Feedback • Collaboration & Stakeholder Management • Adaptability & Continuous Learning Why Join Us? • Be part of a leading GCC with a focus on innovation and people. • Work with a top-tier telecom client in a high-performance environment. • Access to career development and training program
Posted 6 days ago
0.0 - 5.0 years
0 - 5 Lacs
Belgaum, Karnataka, India
On-site
Will be responsible for meeting sales target through Bank's FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received from all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS CBG RM SP LICENSING CBG RM SP LI ACTIVATION CBG CAMPAIGN DOWNLOADING TO RMs CENTER HEADs MAINTAINING HEALTHY PERSISTENSCY CBG CENTER LI BUDGETS ACHIEVEMENT WORKING CLOSELY WITH CBG ASSETS LIABILITIES TEAM MAINTAINING GOOD ENGAGEMENT WITH PARTNERs PARTNER VISIT ACTIVITIES INCREASING INSURANCE AWARENESS AND PRODUCT PENETRATION AMONG AXIS CBG CENTER
Posted 6 days ago
6.0 - 11.0 years
6 - 9 Lacs
Gurugram
Work from Office
Responsible for managing the operations seamlessly and timely SLA delivery along with maintaining high levels of employee and customer satisfaction Insurance Sales (Health/Motor/Life) Establish & Manage Relationships / Engagement with the Clients. Oversight of team organizes resources, sets goals, call out strategy from Executives and client on a day to day basis, reporting responsibilities To monitor and document the work schedule of staff and absences. Build strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth Taking weekly and monthly calls with clients to understand the expectations from the teams and provided updates Ensure that all audit-related issues are brought to a close Identify and drive continuous improvements and initiatives in process Coach & mentor Team lead so that they are able to manage their teams better To ensure that all internal customer queries are followed up on a timely basis Collaborate with internal teams. To be the Key contact for all problems and queries with specific business assigned. Take on special projects as per business need Action-Oriented, Integrity and Trust, Perseverance Command Skills, Problem Solving, Drive for results, Standing along and Directing Others Managing & measuring work Ability to handle sales pressure Excellent verbal and written communications skills Strong external and management reporting skills ISMS Responsibilities: Follow the instructions of Function Heads, operate systems on behalf of Function Heads, and serve users authorized by Function Heads; Provide technical consulting assistance to Function Heads so that information systems can be built and run to best meet business objective; Ensure the safeguarding of information in their possession; Accepts responsibilities for the operation and protection of information assets; and Perform the work as delegated by the by the Function Head Desired Skills and Experience- Must have experience into managing a telesales team of 50-60 people Must have onpapers experience as a Assistant Manager with direct reporting of Teamleaders. Proficiency in team management skills to hold meetings and conduct performance reviews to help employees meet Performance Targets Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring Insurance (Health/Motor) Sales Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching Ability to communicate and resolve issues that affect Performance Criteria Ability to lead employees on their team to performance of the Performance Criteria What do we offer? Endless growth opportunities GMC- Group medical coverage Gratuity is paid as per applicable law which is over and above total offered CTC
Posted 1 week ago
5.0 - 10.0 years
0 Lacs
karnataka
On-site
As a Business Clients Area Advisor at Deutsche Bank, located in Bangalore, India, you will play a crucial role in the Branch Banking segment, which serves a diverse range of customers through various channels such as Personal Banking, Private Banking, and Business Banking. In this role, you will work closely with the Head Relationship Manager to execute successful micro-events for acquiring new Corporate Salary Account clients. You will be responsible for acquiring new accounts from group companies and referrals from existing customers. Additionally, you will focus on building and deepening relationships with clients to ensure consistent growth of the Savings portfolio and maximize penetration of Investment & Insurance sales. Your responsibilities will also include monitoring high net worth accounts, resolving service hurdles, and ensuring top-class service delivery to clients. To excel in this position, you should have 5-10 years of experience in Private Banking as a Corporate Salary Account Relationship Manager. You must be comfortable with sourcing business through open market channels and possess excellent communication skills in English. Your role will also involve adhering to compliance norms, promoting alternate channels, and providing feedback on changing customer needs to the Product and Service Quality teams. At Deutsche Bank, we offer a supportive environment with training, development, coaching, and flexible benefits to help you excel in your career. We value a culture of continuous learning, collaboration, and empowerment, where employees are encouraged to act responsibly, think commercially, and take initiative. Join us at Deutsche Bank Group and be part of a positive, fair, and inclusive work environment where we celebrate the successes of our people. Visit our company website for more information: https://www.db.com/company/company.htm.,
Posted 1 week ago
5.0 - 10.0 years
5 - 13 Lacs
Chennai, Bengaluru
Work from Office
Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com
Posted 1 week ago
5.0 - 10.0 years
0 Lacs
bihar
On-site
As a Relationship Manager-Micro Enterprise Loan / Personal Loan in the Rural Banking department, your primary responsibility is to build and strengthen relationships with Rural Banking accounts while delivering excellent service to customers. You will play a crucial role in identifying business owners and entrepreneurs within the defined catchment area, assessing their business loan requirements, and ensuring prompt disbursal of loans based on their needs. Your key responsibilities will include conducting end-user checks post loan disbursal, achieving monthly and annual loan booking targets, evaluating client needs to identify cross-sell opportunities, and contributing to the penetration of liabilities business in Rural markets through lead generation and account opening. Additionally, you will be tasked with achieving individual and branch sales goals, monitoring collections efficiency, conducting field audits and customer verifications, and staying updated on market intelligence and competitor practices. Your role will also involve recommending process improvements, managing a team of field officers, and implementing livelihood advancement and community development initiatives. In terms of managerial and leadership responsibilities, you will be expected to attract and retain top talent for key roles within your reporting structure, monitor employee productivity metrics, hiring quality, and attrition rates, and provide necessary support to enable teams to achieve growth targets effectively. The ideal candidate for this role should possess a Graduation degree in BA, BCom, BBA, BSc, BTech, BE, or any other relevant field, along with 5 to 10 years of experience in rural banking. Join us in this dynamic role where you can make a significant impact by fostering customer relationships, driving business growth, and contributing to the overall success of the organization.,
Posted 1 week ago
4.0 - 8.0 years
0 Lacs
ahmedabad, gujarat
On-site
You will be responsible for expanding the network of educational consultants and onboarding them as partners with FRR Forex. These consultants will play a crucial role in guiding students enrolled with them to remit the tuition fees and living expenses through FRR Forex. Conducting webinars with our partner educational consultants will be a key part of your role. Webinars are an effective platform to walk the student or parent through the entire remittance process, emphasizing critical aspects such as forex rates and mandatory documentation. Your ability to deliver informative and engaging webinars will help establish a trust factor in the minds of students and parents towards FRR Forex. You will be required to handhold each student throughout the remittance process for fees and living expenses, ensuring that all necessary documents are collected promptly to complete the process. Following up on the student database for fees and living expenses for each semester is essential, as fees are typically paid in two tranches every year. Maximizing the margin for each transaction will be a key focus, ultimately contributing to the overall revenue growth of FRR Forex. In addition to remittance services, you will be expected to cross-sell other services such as education loans, visa facilitation, and insurance. This cross-selling approach will not only enhance customer experience but also generate additional revenue for FRR Forex. This is a full-time, permanent position with a day shift and fixed schedule. The ability to commute or relocate to Ahmedabad, Gujarat, is required. A minimum of 4 years of experience in admission and visa counseling is necessary for this role. Proficiency in Gujarati and English languages is also required. A willingness to travel up to 50% of the time is essential. The work location will be in person.,
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
Piramal Retail Finance is on a mission to become a Tech-First NBFC, with a clear goal of integrating credit as a micro service throughout customer interactions. Leveraging an internally built tech infrastructure, Piramal ensures the delivery of entirely digital loan processes to cater to a diverse range of customer requirements in collaboration with various partners. Working within the Embedded Finance division entails a dynamic environment, characterized by a blend of excitement, rapid pace, and substantial financial backing akin to a fintech startup! Embracing Jira as a fundamental tool, all tasks are executed through Agile sprints. Having achieved a strong Product-market fit in its initial growth phase, the Embedded Finance arm is keen on recruiting a proficient Product Owner (PO) to spearhead the Cross-Sell and Upsell initiatives for multiple product offerings. This involves enhancing the digital fulfillment process for the existing customer base acquired through strategic partnerships. Key Skills: - Thorough comprehension of the Digital lending landscape - Profound understanding of customer profitability and value proposition - Proficiency in data analysis with a knack for handling extensive datasets - Experience in developing cross-selling and upselling strategies for current customers through seamless digital channels - Exposure to the cards business or line/limit-based products is advantageous - Excellent verbal and written communication skills - Proficient in Relationship Management and Stakeholder Management - Demonstrates an Agile and collaborative work approach,
Posted 2 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
Pune, Bavdhan, Kothrud
Work from Office
Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! Objectives of this role : 1. Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manager. 2. Build awareness of new products and services and identify customer needs to capitalize on the business referral opportunities. 3. Meet and exceed bank services standards greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols. 4. Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt and supporting management as needed. Responsibilities: 1. Handle transactions for customers, including check cashing, deposits, withdrawal's, transfer's, loan payments, cashier, checks, and opening and closing of accounts. 2. Identify customer needs, provide information on new products and services and direct customers to branch representatives as needed. 3. Track, record, report and store transactional information and special requests. 4. Provide a high level of customer services. Required skills and qualifications: 1. Any graduate with prior cash handling experience. 2.Excellent communication , customer - service, and time- management skills. 3. Strong dedication to accuracy and efficiency 4. Age below 30 5. Must to have banking experience with customer service and operation knowledge Location: Aundh Branch, Baner Pune Branch, Bavdhan Branch, Bhandarkar Branch, Kothrud Branch, Main Baner Road Branch, Pimple Nilakh Branch, Pimple Saudagar Branch, Senpati Bapat Road Branch Please note both the profiles require you to be flexible with Sales and Operations and relevant candidates will be considered. Hence individuals looking for exclusively operations role may not attend the interview. Venue Details : Contact Person : Yogesh More Time : 10.30 am to 4 pm Date : 19 July 2025 Location : Suyog Platinum Tower - Third floor IndusInd bank zonal office, off Mangaldas Rd, above to BMW showroom, bund Garden, Sangamvadi, Pune, Maharashtra 411001. Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Regards, Team HR IndusInd Bank
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
sangli, maharashtra
On-site
You will be responsible for undertaking the acquisition of Quality CASA (Current Account & Saving Account) and revenue products such as Life Insurance products, Mutual Funds, Gold, Trade/FX, and Assets products. It is essential to maintain good relationships with customers by conducting regular interactions and addressing any queries promptly. Your focus should be on ensuring quality by complying with KYC and all operational risk parameters, as well as adhering to the bank's policies and processes. Timely escalation of issues impacting the business and providing appropriate solutions is crucial. Additionally, you must prioritize the safety and security of both the Bank and customer's assets. You will be expected to submit MIS reports to relevant stakeholders in a timely manner. Setting performance goals in collaboration with your reporting manager at the beginning of the year and ensuring their monitoring and achievement throughout the year is vital. Take ownership of your learning agenda by identifying development needs with the reporting manager and working towards bridging gaps through various means. Understanding and displaying the competencies relevant to your role, as well as staying updated on professional/industry developments and current issues through continued education and professional networks, is essential. You must also follow risk policies and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks as per the departmental manager's instructions. Lastly, execute the established internal control systems and compile relevant information for departmental audits when necessary.,
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
andhra pradesh
On-site
You should have a minimum of 3 years of experience in Auto Loans and a minimum qualification of Any Graduate. As a Relationship Manager at the grade of Deputy Manager/Manager, your responsibilities will include driving Retail Assets sales, focusing on Auto Loan and Personal Loan products. Your main objective will be to achieve the monthly sales target of the Branch according to the budget. In this role, you will need to educate Branch Resource activation on Retail Assets Products, generate leads by contacting potential customers over the telephone, address inquiries on loans from walk-in customers, and conduct marketing activities to ensure good lead conversions. You will be expected to meet targets on number, disbursal, and volume, and possess the ability to explain complex product information in a simple and clear manner. Additionally, you will be required to conduct regular strong follow-ups on leads, logins, and disbursement, as well as generate fresh ideas to increase Asset Cross-Sell on the existing CASA Database. Collaboration with the credit team, OPS team, and RCU for timely sanction, disbursal, and maintaining daily MIS will be essential for success in this role.,
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As a part of Piramal Retail Finance's vision to be a Tech-First NBFC and embed credit as a micro service across customer journeys, the organization delivers 100% digital loan journeys for various customer needs through diverse partners using an in-house developed tech stack. The Embedded Finance business at Piramal is a dynamic and well-funded fintech environment where Jira is a foundational tool for Agile sprints. The Embedded Finance business is currently seeking an experienced Product Owner (PO) to drive Cross Sell and Upsell of multiple product propositions through digital fulfillment to the existing customer base acquired via partnerships. This role offers an exciting opportunity to contribute to the growth of the business and leverage expertise in digital lending. Key Responsibilities: - Demonstrate a strong understanding of the Digital lending business and customer profitability. - Develop and implement strategies for cross-selling and upselling products to the existing customer base through seamless digital journeys. - Utilize deep analytical skills to work with large sets of data and identify opportunities for enhancing customer value proposition. - Collaborate with stakeholders to build and launch innovative products tailored to customer needs. - Prior experience in the cards business or line/limit-based products will be advantageous. - Maintain strong verbal and written communication skills for effective relationship and stakeholder management. - Embrace an Agile and collaborative approach towards working to drive continuous improvement and innovation in product offerings. Join Piramal's Embedded Finance team to be a part of an exciting journey in shaping the future of digital lending and customer-centric financial services.,
Posted 2 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Mumbai
Work from Office
Job Description - POSITION SUMMARY Job Title Virtual Service Manager Reports To Team Leader/Manager Function To manage and enhance customer relationships and service delivery for Current Account and Savings Account holders through various channels, ensuring satisfaction, retention and compliance with banking standards. Current Grade Assistant Manager Contact Centre Location Mumbai JOB PURPOSE Handling Affluent base customers mapped in the portfolio (Map Book) Responsibility Areas - Overall Job Description: Know your customer and business model Co-ordinate with internal departments to resolve the customer issues promptly. To ensure personalized service & end-to-end resolution is offered to Clients. Generate revenue by cross sell of products and engaging customer. Educate client on using the account and ask him to fund account and maintain AMB Promote registration and usage of Net Banking / Mobile App service Educate Client about Fixed Deposit ROI and book FDs Check with client on requirement for upgrade on Debit card Ensure compliance with contact centre and regulatory guidelines and internal service quality standards. Calling objectives may vary as per the business requirement PREFERRED SKILL SET Educational / Professional Qualification Bachelors degree in Banking and Finance or related field Strong understanding of CASA products, Fixed Excellent in verbal and non-verbal communication skill Problem solving and analytical skills Technical Knowledge Proficiency in MS Excel, Power Point and Word Work Experience (in yrs) NA Forward Your CV on the mentioned mail id. (tanvi.kitlekar@indusind.com)
Posted 2 weeks ago
4.0 - 9.0 years
3 - 6 Lacs
Mumbai
Work from Office
Role & responsibilities Responsible for managing the operations seamlessly and timely SLA delivery along with maintaining high levels of employee and customer satisfaction Insurance Sales (Health/Motor/Life) Establish & Manage Relationships / Engagement with the Clients. Oversight of team organizes resources, sets goals, call out strategy from Executives and client on a day to day basis, reporting responsibilities To monitor and document the work schedule of staff and absences. Build strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth Taking weekly and monthly calls with clients to understand the expectations from the teams and provided updates Ensure that all audit-related issues are brought to a close Identify and drive continuous improvements and initiatives in process Coach & mentor Team lead so that they are able to manage their teams better To ensure that all internal customer queries are followed up on a timely basis Collaborate with internal teams. To be the Key contact for all problems and queries with specific business assigned. Take on special projects as per business need Action-Oriented, Integrity and Trust, Perseverance Command Skills, Problem Solving, Drive for results, Standing along and Directing Others Managing & measuring work Ability to handle sales pressure Excellent verbal and written communications skills Strong external and management reporting skills ISMS Responsibilities: Follow the instructions of Function Heads, operate systems on behalf of Function Heads, and serve users authorized by Function Heads; Provide technical consulting assistance to Function Heads so that information systems can be built and run to best meet business objective; Ensure the safeguarding of information in their possession; Accepts responsibilities for the operation and protection of information assets; and Perform the work as delegated by the by the Function Head Desired Skills and Experience- Must have experience into managing a telesales team of 10-15 people Must have onpapers experience as a TL Proficiency in team management skills to hold meetings and conduct performance reviews to help employees meet Performance Targets Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring Insurance (Health/Motor) Sales Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching Ability to communicate and resolve issues that affect Performance Criteria Ability to lead employees on their team to performance of the Performance Criteria Demonstrated language fluency in English, Gujarati What do we offer? Endless growth opportunities GMC- Group medical coverage Gratuity is paid as per applicable law which is over and above total offered CTC Preferred candidate profile Candidate must have experience into managing a sales team of 10-15 people Candidate must be fluent in Gujarati Candidate must have strong team management skills Candidate must have strong knowledge of Attrition and shrinkage Interested candidates can share their updated resume at Kirtichauhan@policybazaar.com or can reach out/ whatsapp the resume at 9643560151
Posted 2 weeks ago
5.0 - 10.0 years
3 - 6 Lacs
Kochi
Work from Office
Role & responsibilities Responsible for managing the operations seamlessly and timely SLA delivery along with maintaining high levels of employee and customer satisfaction Insurance Sales (Health/Motor/Life) Establish & Manage Relationships / Engagement with the Clients. Oversight of team organizes resources, sets goals, call out strategy from Executives and client on a day to day basis, reporting responsibilities To monitor and document the work schedule of staff and absences. Build strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth Taking weekly and monthly calls with clients to understand the expectations from the teams and provided updates Ensure that all audit-related issues are brought to a close Identify and drive continuous improvements and initiatives in process Coach & mentor Team lead so that they are able to manage their teams better To ensure that all internal customer queries are followed up on a timely basis Collaborate with internal teams. To be the Key contact for all problems and queries with specific business assigned. Take on special projects as per business need Action-Oriented, Integrity and Trust, Perseverance Command Skills, Problem Solving, Drive for results, Standing along and Directing Others Managing & measuring work Ability to handle sales pressure Excellent verbal and written communications skills Strong external and management reporting skills ISMS Responsibilities: Follow the instructions of Function Heads, operate systems on behalf of Function Heads, and serve users authorized by Function Heads; Provide technical consulting assistance to Function Heads so that information systems can be built and run to best meet business objective; Ensure the safeguarding of information in their possession; Accepts responsibilities for the operation and protection of information assets; and Perform the work as delegated by the by the Function Head Desired Skills and Experience- Must have experience into managing a telesales team of 10-15 people Must have onpapers experience as a TL Proficiency in team management skills to hold meetings and conduct performance reviews to help employees meet Performance Targets Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring Insurance (Health/Motor) Sales Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching Ability to communicate and resolve issues that affect Performance Criteria Ability to lead employees on their team to performance of the Performance Criteria Demonstrated language fluency in English, Malayalam What do we offer? Endless growth opportunities GMC- Group medical coverage Gratuity is paid as per applicable law which is over and above total offered CTC Interested candidates can share their updated resume at Kirtichauhan@policybazaar.com or can share their updated resume at 9643560151
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
As a potential candidate for this role, you will be responsible for CASA and liability acquisition by effectively cross-selling and servicing customers. Your main focus will be on acquiring new customers for current and savings accounts while also promoting various liability products. This role requires a proactive approach in building relationships with customers to understand their financial needs and offer suitable products and services. Strong communication and interpersonal skills will be essential in order to provide excellent customer service and achieve sales targets. Your ability to identify opportunities for cross-selling and upselling will contribute towards the overall growth of the business.,
Posted 2 weeks ago
3.0 - 8.0 years
5 - 10 Lacs
Chennai
Work from Office
Job Purpose : Assist Cross-Sell Credit in achieving superior portfolio quality through a range of initiatives Description : PL Eligibility Base preparation (SQL) Portfolio Risk segmentation through Decision Trees and other ML (Python) PL Portfolio quality improvement through specific Credit Actions Process Quality (end-to-end customer journey) documentation, deviations tracking, change implementation PL Portfolio review and MIS Functional Competencies : Strong Analytics background (Tableau dashboards, ML modeling) Very Strong with data tools: XL, SQL, python Good understanding of lending, credit risk Exposure to MIS, performance tracking Willingness to learn
Posted 1 month ago
2.0 - 3.0 years
2 - 3 Lacs
Hyderabad, Telangana, India
On-site
Role & responsibilities Managing Cross sell business through a small team at few specific dealer counters in the assigned area or region Managing a small team of sales officers Identify business opportunities and prepare proposals for acquisition of new POS (POINTOF SALES). Responsible for dealer account reconciliation and data. Managing sales numbers and target accomplishments for the assigned dealerships. Handle dealer requirements and complaints and co-ordinate with the support teams to resolve complaints. Execute sales promotion plans & activities. Ensuring SO productivity. Tracking and reporting competitor activities. Evolve local market specific selling strategies. Keeping a track of delinquent customer Preferred candidate profile Graduate 2-3 yrs experience in cross sell is a pre-requisite. Strong selling and communication skill. Strong team player. Strong analytical and problem solving skills. Adequate level of Self Drive/Enthusiasm
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
Aurangabad
Work from Office
Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! Objectives of this role : 1. Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manager. 2. Build awareness of new products and services and identify customer needs to capitalize on the business referral opportunities. 3. Meet and exceed bank services standards greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols. 4. Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt and supporting management as needed. Responsibilities: 1. Handle transactions for customers, including check cashing, deposits, withdrawal's, transfer's, loan payments, cashier, checks, and opening and closing of accounts. 2. Identify customer needs, provide information on new products and services and direct customers to branch representatives as needed. 3. Track, record, report and store transactional information and special requests. 4. Provide a high level of customer services. Required skills and qualifications: 1. Any graduate with prior cash handling experience. 2.Excellent communication , customer - service, and time- management skills. 3. Strong dedication to accuracy and efficiency 4. Aged below 30 5. Must to have banking experience with customer service and operation knowledge Please note both the profiles require you to be flexible with Sales and Operations and relevant candidates will be considered. Hence individuals looking for exclusively operations role may not attend the interview. Venue Details : Contact Person : Yogesh Awale Time : 10.30 am to 4.30 pm Date : 21st Jun' 2025 Location : Aurangabad IndusInd Bank Limited, Ground Floor, Sai Square, Osmanpura Circle, Station Road, Aurangabad- 431 001. Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Regards, Team HR IndusInd Bank
Posted 1 month ago
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