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11.0 - 21.0 years
15 - 30 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily
Posted 1 day ago
2.0 - 7.0 years
6 - 14 Lacs
Gurugram, Delhi / NCR
Work from Office
* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and revenue targets spread across product mix * One point contact for the assigned customer .
Posted 4 days ago
13.0 - 23.0 years
25 - 40 Lacs
Chennai, Bengaluru
Work from Office
Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, and PMS, Client Communication, Ensuring a minimum number of client meetings daily
Posted 6 days ago
2.0 - 7.0 years
1 - 5 Lacs
Hyderabad
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Job Summary: We are looking for a motivated and goal-oriented Direct Sales to drive business growth by identifying new opportunities, nurturing customer relationships, and meeting/exceeding sales targets. The ideal candidate will be an individual contributor who thrives in a fast-paced environment and is passionate about providing value to clients. Key Responsibilities: Proactively identify and pursue new sales opportunities through lead generation, networking, and cold calling. Develop and maintain strong relationships with prospective and existing customers to ensure satisfaction and repeat business. Present, promote, and sell products/services to customers based on their needs and requirements. Achieve assigned sales targets and contribute to overall team performance. Conduct market research and competitor analysis to identify trends and opportunities. Maintain accurate and timely records of all sales activities using CRM tools. Collaborate with cross-functional teams (marketing, operations, and support) to ensure seamless customer experience. Stay updated on industry developments, product knowledge, and regulatory changes relevant to the business. Requirements: Bachelor's degree in Business, Marketing, or a related field. 2+ years of experience in a B2B/B2C sales role, preferably in [insert industry]. Proven track record of meeting or exceeding sales targets. Strong communication, negotiation, and interpersonal skills. Self-motivated, goal-driven, and able to work independently. Proficiency in CRM software and MS Office Suite. We Offer: - Competitive salary and benefits package - Immense growth opportunities - Chance to make a significant impact in the organization - Collaborative and dynamic work environment Interested candidates cand send your Resume to Cathrine.preethi@renewbuy.com
Posted 1 week ago
2.0 - 7.0 years
1 - 5 Lacs
Chennai
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Job Summary: We are looking for a motivated and goal-oriented Direct Sales to drive business growth by identifying new opportunities, nurturing customer relationships, and meeting/exceeding sales targets. The ideal candidate will be an individual contributor who thrives in a fast-paced environment and is passionate about providing value to clients. Key Responsibilities: Proactively identify and pursue new sales opportunities through lead generation, networking, and cold calling. Develop and maintain strong relationships with prospective and existing customers to ensure satisfaction and repeat business. Present, promote, and sell products/services to customers based on their needs and requirements. Achieve assigned sales targets and contribute to overall team performance. Conduct market research and competitor analysis to identify trends and opportunities. Maintain accurate and timely records of all sales activities using CRM tools. Collaborate with cross-functional teams (marketing, operations, and support) to ensure seamless customer experience. Stay updated on industry developments, product knowledge, and regulatory changes relevant to the business. Requirements: Bachelor's degree in Business, Marketing, or a related field. 2+ years of experience in a B2B/B2C sales role, preferably in [insert industry]. Proven track record of meeting or exceeding sales targets. Strong communication, negotiation, and interpersonal skills. Self-motivated, goal-driven, and able to work independently. Proficiency in CRM software and MS Office Suite. We Offer: - Competitive salary and benefits package - Immense growth opportunities - Chance to make a significant impact in the organization - Collaborative and dynamic work environment Interested candidates cand send your Resume to Cathrine.preethi@renewbuy.com
Posted 1 week ago
2.0 - 7.0 years
1 - 6 Lacs
Bengaluru
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Job Summary: We are looking for a motivated and goal-oriented Direct Sales to drive business growth by identifying new opportunities, nurturing customer relationships, and meeting/exceeding sales targets. The ideal candidate will be an individual contributor who thrives in a fast-paced environment and is passionate about providing value to clients. Key Responsibilities: Proactively identify and pursue new sales opportunities through lead generation, networking, and cold calling. Develop and maintain strong relationships with prospective and existing customers to ensure satisfaction and repeat business. Present, promote, and sell products/services to customers based on their needs and requirements. Achieve assigned sales targets and contribute to overall team performance. Conduct market research and competitor analysis to identify trends and opportunities. Maintain accurate and timely records of all sales activities using CRM tools. Collaborate with cross-functional teams (marketing, operations, and support) to ensure seamless customer experience. Stay updated on industry developments, product knowledge, and regulatory changes relevant to the business. Requirements: Bachelor's degree in Business, Marketing, or a related field. 2+ years of experience in a B2B/B2C sales role, preferably in [insert industry]. Proven track record of meeting or exceeding sales targets. Strong communication, negotiation, and interpersonal skills. Self-motivated, goal-driven, and able to work independently. Proficiency in CRM software and MS Office Suite. We Offer: - Competitive salary and benefits package - Immense growth opportunities - Chance to make a significant impact in the organization - Collaborative and dynamic work environment Interested candidates cand send your Resume to Cathrine.preethi@renewbuy.com
Posted 1 week ago
5.0 - 10.0 years
5 - 14 Lacs
Gurugram, Manesar, South Delhi
Work from Office
Come Directly for Interview: Contact Person : Ms. Divya Agarwal (HR) / Ms. Sneha Bhatt Date : 24th July 2025 (Thursday) Time : 10:30 AM to 12:30 PM (Sharp) Venue : Axis Bank ,Gurgaon, Sco-29, Sector-14,Near Huda Office, Old Delhi-Gurgaon Road,Gurgaon-122001, Haryana About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI 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 financial 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 Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy 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 Bank's 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: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: 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 multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.
Posted 1 week ago
1.0 - 5.0 years
3 - 6 Lacs
Chennai
Work from Office
Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund
Posted 2 weeks ago
6.0 - 10.0 years
0 Lacs
karnataka
On-site
The Building Services team at Cundall is dedicated to enhancing the energy efficiency, sustainability, and cost-effectiveness of buildings. With a focus on designing innovative mechanical and electrical solutions that minimize the use of natural resources, we take pride in our track record of achievement. We are a team of world-leading experts offering mechanical, electrical, public health, and specialist services. Our mission is to provide a proactive and collaborative approach to skill development and professional experience. As a Senior Public Health and Fire Protection Engineer with 6 to 8 years of experience, this role offers the opportunity to work on exciting projects in the MENA region and internationally. Candidates should have hands-on experience with Middle East projects and a good understanding of local regulations and international guidelines. Working closely with leading developers and clients, you will be involved in a variety of projects across sectors such as commercial offices, retail, education, hospitality, and healthcare. Collaborating with expert engineers from various disciplines, you will be responsible for preparing detailed engineering designs and calculations, with the chance to take on increased levels of responsibility over time. To excel in this role, you should hold a degree in Public Health Engineering or Building Services Engineering and have practical experience in a building services context related to public health engineering. Proficiency in design software such as CAD/Revit is essential, with additional experience in software like Elite and HASS considered advantageous. Familiarity with Navisworks, Blue Beam, CAD, and MS Office is also required. Strong communication skills, a client-focused mindset, and the ability to creatively solve challenges are key attributes for success in this role. If you are passionate about engineering and eager to contribute to a more sustainable future for the built environment, we invite you to join our vibrant and innovative team. At Cundall, we believe in fostering a diverse workforce and an inclusive culture that allows everyone to thrive. We welcome applications from individuals of all backgrounds and identities, valuing and celebrating the diversity of our people.,
Posted 2 weeks ago
5.0 - 10.0 years
7 - 15 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Posted 2 weeks ago
5.0 - 10.0 years
7 - 15 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Posted 2 weeks ago
5.0 - 10.0 years
10 - 15 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding of transactional and commercial banking products. - Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development. - Seek references from existing clients to generate prospect list for New to Bank acquisition. - To provide a differential customer experience that supports our Bank value proposition & also ensure maintenance of minimum Bank threshold and retention of business customer. - To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA. - To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues. - Should be a team player and be able to work in cross-functional environment. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.
Posted 3 weeks ago
5.0 - 10.0 years
10 - 15 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding of transactional and commercial banking products. - Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development. - Seek references from existing clients to generate prospect list for New to Bank acquisition. - To provide a differential customer experience that supports our Bank value proposition & also ensure maintenance of minimum Bank threshold and retention of business customer. - To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA. - To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues. - Should be a team player and be able to work in cross-functional environment. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.
Posted 3 weeks ago
6.0 - 10.0 years
10 - 15 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.
Posted 3 weeks ago
6.0 - 11.0 years
10 - 15 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024
Posted 3 weeks ago
2.0 - 7.0 years
1 - 6 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Job Summary: We are looking for a motivated and goal-oriented Direct Sales to drive business growth by identifying new opportunities, nurturing customer relationships, and meeting/exceeding sales targets. The ideal candidate will be an individual contributor who thrives in a fast-paced environment and is passionate about providing value to clients. Key Responsibilities: Proactively identify and pursue new sales opportunities through lead generation, networking, and cold calling. Develop and maintain strong relationships with prospective and existing customers to ensure satisfaction and repeat business. Present, promote, and sell products/services to customers based on their needs and requirements. Achieve assigned sales targets and contribute to overall team performance. Conduct market research and competitor analysis to identify trends and opportunities. Maintain accurate and timely records of all sales activities using CRM tools. Collaborate with cross-functional teams (marketing, operations, and support) to ensure seamless customer experience. Stay updated on industry developments, product knowledge, and regulatory changes relevant to the business. Requirements: Bachelor's degree in Business, Marketing, or a related field. 2+ years of experience in a B2B/B2C sales role, preferably in [insert industry]. Proven track record of meeting or exceeding sales targets. Strong communication, negotiation, and interpersonal skills. Self-motivated, goal-driven, and able to work independently. Proficiency in CRM software and MS Office Suite. We Offer: - Competitive salary and benefits package - Immense growth opportunities - Chance to make a significant impact in the organization - Collaborative and dynamic work environment Interested candidates cand send your Resume to Cathrine.preethi@renewbuy.com
Posted 3 weeks ago
6.0 - 11.0 years
10 - 20 Lacs
Gurugram, Delhi / NCR, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT #Ensure internal and regulatory compliance Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 3 weeks ago
6.0 - 11.0 years
12 - 22 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 3 weeks ago
6.0 - 11.0 years
5 - 13 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Hiring for Pvt. Bank !! Job Title: Wealth Relationship Manager Retail Liabilities Location: Delhi & Gurgaon CTC: Best in the industry Job Description: A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations. Key Responsibilities: Acquire and manage a portfolio of HNI and affluent clients. Cross-sell banking products such as CASA , Life Insurance (LI) , and Mutual Funds . Provide personalized wealth management solutions based on client profiles and risk appetite. Ensure high levels of customer satisfaction through proactive service and engagement. Maintain regular client interactions and conduct portfolio reviews. Comply with all banking and regulatory guidelines. Candidate Profile: Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management. Strong knowledge of CASA, Life Insurance, Mutual Funds, and other retail liability products. Excellent relationship-building, communication, and sales skills. Interested candidates can share their CV at: mukesh.dhawan@v-konnect.com WhatsApp: 9625167282
Posted 3 weeks ago
3.0 - 8.0 years
5 - 8 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Urgent requirements for a leading Bank Positions: TELLER RELATIONSHIP MANAGER CASA, CURRENT ACCOUNT RM, WEALTH RM, PORTFOLIO RM, CORPORATE SALES RM, SALES MANAGER CORPORATE SALES (Team Handling) Ctc: 4 lap to 8 lpa for CASA roles 5lpa to 12 lpa for Corporate sales role Locations: Bangalore, Hyderabad, Chennai If interested please contact Swathi SWATHI HR SOLUTIONS 8501808133 swathihrsolutions@gmail.com
Posted 3 weeks ago
8.0 - 13.0 years
8 - 12 Lacs
Surat, Katargam
Work from Office
Were Hiring – Branch Relationship Head | Banking Sector Role: RM's TL Products: CASA, Mutual Funds, Life Insurance Responsibility Locations Available: Katargam , Surat and Surat - Varachha Road If you're passionate about wealth management and ready to grow your banking career, we'd love to hear from you! To Apply: Send your updated CV to mukesh.dhawan@v-konnect.com
Posted 3 weeks ago
3.0 - 8.0 years
12 - 18 Lacs
Kolkata, Delhi / NCR, Mumbai (All Areas)
Work from Office
1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.
Posted 4 weeks ago
2.0 - 7.0 years
2 - 5 Lacs
Bengaluru
Work from Office
Virtual Relationship Manager NRI - Whitefield Bangalore Contact : Ganesa Subramanian Number / Whatsapp : 8056659888 Whatsapp your cv -mention VRM NRI Bangalore ., All the Best ! About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service.Outbound Contact Centre envisages to provide a differential customer experience. About the Role Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of NRI Customers.The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped NRIportfolio.The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits
Posted 4 weeks ago
5.0 - 10.0 years
6 - 10 Lacs
Chennai, Bengaluru
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Role and Responsibilities: - Lead, manage, and motivate a team of front-line sales representatives to achieve sales targets and expand our customer base. - Develop and implement effective sales strategies, tactics, and action plans to drive business growth. - Ensure that sales teams have the necessary tools, training, and support to succeed. - Monitor sales performance, provide feedback, and coach team members to improve results. - Foster strong relationships with clients to ensure customer satisfaction, retention, and loyalty. - Stay up-to-date with industry trends, product knowledge, and regulatory requirements to maintain a competitive edge. - Collaborate with other departments, such as marketing and operations, to align sales strategies with business objectives. - Analyze sales data and market insights to identify opportunities and optimize sales performance. Candidate Qualifications : - Previous sales experience: Proven success in a sales role, preferably in life insurance or a related industry. - Experience: A minimum of 1-2 years of experience in managing sales teams. - Excellent communication, interpersonal, and presentation skills. - Strong sales acumen, negotiation skills, and ability to close deals. - Results-driven, with a track record of achieving sales targets and expanding customer bases. - Ability to lead, motivate, and develop high-performing sales teams. - Strong analytical and problem-solving skills, with the ability to interpret sales data and market insights. - Bachelor's degree in a related field, such as business administration, marketing, or finance. We Offer: - Competitive salary and benefits package - Immense growth opportunities - Chance to make a significant impact in the organization - Collaborative and dynamic work environment Interested candidates cand send your Resume to Cathrine.preethi@renewbuy.com
Posted 1 month ago
1.0 - 6.0 years
6 - 12 Lacs
Fatehgarh Sahib
Work from Office
Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment
Posted 1 month ago
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