10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.00 LPA TO 5.15 LPA
The role entails direct customer interaction and is responsible for business acquisition of current accounts/Saving Account for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role ...
- 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
6 Opening(s)
2.0 Year(s) To 9.0 Year(s)
4.50 LPA TO 8.50 LPA
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 ...
- Trade Finance
- International Trade
- Casa
- Forex Sales
- Foreign Exchange Services
- Trade Products
- Forward Contracts
- Letter Of Credit
- Bank Guarantee
- Travel Cards
- Customer Acquisition
- Client Relationship Management
- Kyc Compliance
- Aml Guidelines
- Rbi Regulations
- Cross Selling
- Sales Targets
- Business Development
- Customer Retention
- Trade Advisory
- Corporate Banking
- Revenue Generation
- Trade Remittance
- Banking Sales
- Relationship Management
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
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 ...
5 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 12.00 LPA
Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
Enable and influence branch teams to cross sell the investment products
Joint meetings with HNI customers of branch teams
Help branch team achieve their cross sell targets.
Periodic review of client’s portfolio to ensure that they are in line with ...
- Investment Advisory
- Mutual Funds
- Pms
- Aif
- Private Equity
- Structured Products
- Wealth Management
- Portfolio Review
- Hni Client Management
- Cross-selling
- Relationship Management
- Financial Planning
- Investment Products Training
- Client Portfolio Management
- Branch Team Coordination
- Revenue Generation
- Financial Markets
- Client Acquisition
- Sales Enablement
- Portfolio Advisory
5 Opening(s)
5.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 13.00 LPA
Drive Insurance Sales through various business and distribution channels.
Build and maintain strong relationships with HNI and retail clients.
Provide advisory solutions across Life, Health, and General Insurance.
Cross-sell and up-sell insurance products to existing wealth and broking clients.
Achieve monthly, quarterly, and annual business targets.
Act as a trusted advisor by understanding client financial ...