6 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Liability Products
- Casa Acquisition
- Cross-selling
- Upselling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Customer Service Excellence
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Customer Orientation
- Banking Sales
- Lead Generation
- High Net Worth Client Handling. Job Description
7 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Export Finance
- Liability Products
- Casa Acquisition
- Cross-selling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Portfolio Deepening
- Banking Sales
- Lead Generation
5 Opening(s)
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Liability Products
- Casa Acquisition
- Cross-selling
- Upselling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Customer Service Excellence
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Customer Orientation
- Banking Sales
- Lead Generation
- High Net Worth Client Handling.
5 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Liability Products
- Casa Acquisition
- Cross-selling
- Upselling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Customer Service Excellence
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Customer Orientation
- Banking Sales
- Lead Generation
- High Net Worth Client Handling.
1 Opening(s)
2.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 25.00 LPA
Manage the overall operations and performance of the branch.
Drive sales of Banking products such as CASA, Fixed Deposits, Loans, Insurance, and Investment products.
Achieve branch business targets for liabilities, assets, and third-party products.
Lead, mentor, and monitor branch staff to improve productivity and service quality.
Ensure high levels of customer satisfaction and relationship ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
3 Opening(s)
1.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 5.00 LPA
Servicing franchisee & existing PMS clients.
Build a good rapport with them by providing market information & current portfolio status.
Cross selling of Equity, Mutual Fund & PMS products.
Having strong analytical & communication skills.
Ability to learn and be updated in line with the capital markets & current affairs.
Achieving desired sales targets.
Daily update ...
3 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.50 LPA TO 5.00 LPA
Manage assigned bank branches/POS and generate business through channel partners
Drive Demat account opening, margin funding & broking revenue
Conduct client meetings, branch visits & partner training sessions
Ensure client activation and first trade conversions
Support branches with sales activities, campaigns & product awareness
Requirements:
Graduate / MBA preferred
Minimum 2+ years experience in BFSI / Broking ...
- Equity
- Securities
- Wealth
- Broking
- ### Key Skills: Channel Sales
- Broking
- Demat Acquisition
- Client Relationship Management
- Revenue Generation
- Capital Markets
- Banking Sales
- Partner Management
- Financial Products
- Customer Acquisition
- Client Activation
- Cross Selling
- Lead Generation
- Sales Management
- Communication Skills
- Presentation Skills
- Customer Handling
- Target Achievement
- Relationship Building
- Bfsi Sales
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management