Banking Advisor Job Vacancies in Chennai

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

Job description-Carrying out audits of large branches /units independently.Carrying out audits of departments having regional operations across multiple business functions.Keep himself/herself updated on Regulatory guidelines in the area of audit.Sampling of data extracted from core system (as part of pre-Audit preparation) to cull-out exception.Ensuring complete coverage of scope of review.Carrying out audit as per audit checklist / Standard Audit Procedures.Collation and finalization of draft audit report (including preparation of executive summary).Discussion of audit report with the auditee (BM/CH / Unit Head and /or other functionaries of the departments).Assigning of risks to audit observations and arriving at an indicative audit rating (for cases where the overall findings do not indicate serious or critical lapses/reports which are not downgraded).Submitting a complete report to reviewer for review.To carry out spot audits.Review of User Acceptance Test and submit the findings and recommendation to his/her supervisor.Recommend for change in processes (as and when warranted and identified during his/her course of Audit review).

About our client:Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services. Location : Chennai Roles & Responsibilities:Develop and maintain a long-term relationship with customers. To execute trades for clients in NSE, BSE & FNO Segments.Should be presentable with good communication & convincing skill.Trade on behalf of clients. Reactivation of dormant clients. Ensure growth in clientele by converting leads. Generate Equity Business and maintain strong client relationship.Cross sales product from time to time.

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

About the Role:We are seeking a driven and results-oriented individual to join our team as a CASA Sales Officer. In this exciting role, you will play a crucial part in acquiring new customers and growing our Current Account (CA) and Savings Account (SA) deposits. You will be responsible for building relationships with potential and existing customers, understanding their financial needs, and recommending suitable products and services. This is a fantastic opportunity for a graduate with a passion for sales and building lasting relationships to launch their career in the dynamic banking industry.Responsibilities:Prospecting and Lead Generation: Identify and qualify potential customers through various channels, including market visits, referrals, and telemarketing.Sales and Relationship Management: Build rapport with customers, understand their financial needs, and recommend appropriate CA and SA products.Cross-Selling and Upselling: Identify opportunities to sell additional banking products and services to existing customers.Account Opening and Documentation: Assist customers with opening new accounts and completing necessary documentation.Target Achievement: Achieve assigned sales targets for both new accounts and deposit growth.Data Entry and Reporting: Maintain accurate records of customer interactions and sales activities in the CRM system.Compliance: Adhere to all bank regulations and compliance guidelines.Qualifications:Graduate in any discipline with a minimum of 50% marks.Excellent communication and interpersonal skills, with the ability to build rapport with diverse customers.Strong presentation and persuasion skills.Target-oriented and self-motivated, with a strong work ethic.Ability to work independently and as part of a team.Computer literate with proficiency in MS Office suite and CRM systems.Possession of a valid two-wheeler driving license and access to a personal bike or scooty is mandatory.Fluency in local language and English.

Acquisition of new customers from market and nurture relationships with them for investment needs.Track customer complaints and resolve escalated grievances on a day-to-day basis.Conducting 3-4 client meetings daily for revenue generation.Generating new sales leads through referrals from existing clients.Increasing customer engagement through cross-selling investment and non-investment products

To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Direct channel (Life Insurance) experience preferable

Generate Loan Leads in marketGreet and assist customers as they shop for new productsSuggest applicable and relevant upsells to help customers walk out the door with everything they needMeet weekly, monthly and quarterly sales quotasLearn how products work and how to troubleshoot issues with customersPrepare and submit weekly sales reports to managementAssist other team members with transactions when necessary

need highly energetic and self motivated person to work part or full time with flexible time.

Roles and Responsibility:1.Generate and follow up on leads, schedule appointments, identify client needs, and market appropriate products.2.Close the sale with current prospective customers.3.Meet new business production goals and objectives.4.Provide customer support in a friendly, prompt, and accurate manner.5.Network and build business referral relationships.6.Input quotes and policy renewals for customers.7.Coordinate with lenders and mortgage companies.8.Assist clients with the claims process.

Job DescriptionTo undertake audit of various task assigned as per the audit calendar within the target time.Accurate, concise and effective documentation of audit reports onexceptions observed during the course of audit. Submit the observations to Senior auditor in a timely mannerIdentify any operational risk areas and escalate to Senior Auditor/ team head/Zonal Head.To track and identify revenue leakage and suggest measures/process to plug the sameKeep himself/herself updated on Regulatory guidelines / Management directives pertaining to the area of Audit.

Role/Designation : Relationship ManagerReporting Manager : City Head Location : Multiple Regions / CitiesRoles & Responsibilities:Recruiting and Managing team of financial advisors/agents.Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basisTraining the financial advisors/agents on our app for servicing their customers in most efficient and effective mannerDriving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.Understanding and aligning with companys policies and ensure full compliance.Maintaining the highest level of business hygiene.Identifying new approaches to enhance reach and generate more sales in the assigned region.Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. If interested contact us or drop your cv's at mail mentionedREGARDS,SUKHPREET KAUR

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force. Job ProfileKey Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredLife insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender