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Banking Officer Job Vacancies in Mumbai

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  • 2 - 3 yrs
  • Mumbai
Sale Communication Skill Interpersonal Skill Direct Sale
Industry: BankingGrade: DM (M2)Job Role:1.Acquisition of NewClient(NTB)through external individual efforts for Current Account, Savings AccountProducts of the bank.2.Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.3.Revenue Generation, Customer Acquisition, Customer Retention.4.Maintaining Avg. Quarterly Balance.5.Conducts regular promotional and customer events to generate leads.6.Cross selling of CMS, Beat, MF, FD, Insurance and asset products.Job Mandates:Must have own two-wheeler and all valid documents.Good communication skills.Must be ok in open market sales.Note: Please dont line up any operations/ customer service/ inhouse sales candidates.
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Merchant Banking Officer

Diggi Corporate Advisors

  • 2 - 4 yrs
  • 6.0 Lac/Yr
  • Goregaon East Mumbai
Right Issues Ipo Sebi Compliances Due Diligence DRHP
Banking Officer to manage and execute merchant banking transactions, including public issues, rights issues, and buybacks. The ideal candidate will have strong analytical and communication skills.
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Phone Banking Officer

Skywings Advisors Private Limited

  • 1 - 7 yrs
  • 3.3 Lac/Yr
  • Mumbai +1 Pune
Tele Sales Officer Cold Calling Outbond Calling Communication Telecalling Executive
Job Title- Phone Banking OfficerJob Role - Selling of life insurance through calling ,Data is Provided by the company .Salary- Max 3LPA to 3.25 LPAQualification - GraduationAge -Max-30Location - Mumbai, PuneInterested Candidate Can Share Resume on 8126101397
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Banking Sales Banking Finance Corporate Bank Banking Assistant
We have vacant of 25 Bank Officer Jobs in Delhi, Kolkata, Indore, Mumbai, for Freshers Educational Qualification : B.A, B.C.A, B.B.A, B.Com Skill Banking Sales, Banking Finance, Corporate Bank, Banking Assistant etc.
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Banking Manager

Edens Staffing Services

  • 20 - 30 yrs
  • 12.0 Lac/Yr
  • Mumbai
Casa Manager Account Opening Forex Executive Banking Operations Banking Sales Corporate Bank Banking Finance
Needs people who has experience in banking activity and forex operations
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Looking For Sales Officer (Bank)

Recquistar Placement Solutions LLP

  • 1 - 2 yrs
  • 3.5 Lac/Yr
  • Mumbai
Banking Sales
Area/ Geography Mapping.Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.Knowledge, Skills & Functional Competency Knowledge of the entire geography.Ability to plan and map the allocated geography into areas/lane to lane.Ability to use tools and resources to identify potential sources.Source Relationship Management. Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.Knowledge Skills & Functional Competency Ability to understand the potential and ensure the expected LSR, SLR and MS of the source.Knowledge and ability to use various tools which can be utilized to improve relationship and ratios.Maintain ReportsResponsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities.Knowledge, Skills & Functional CompetencyKnowledge of various reports to be maintained Ability to capture data in the prescribed formatAbility to understand and perform all functions of diaryChannel Partner RecruitmentResponsible for identification of channel partnersKnowledge, Skills & Functional CompetencyKnowledge of BSA empanelment process.Ability to identify the potential channel partnerAbility to identify whether the BSA falls within the norms and category defined.Team HuddleResponsible for attending team huddle on a daily basis as per the set processKnowledge, Skills & Functional CompetencyKnowledge of daily morning huddle processAbility to provide data in the prescribed format based on business requirements.Customer Relationship ManagementResponsible for enhancing the customer experience by developing and maintaining relationship with customers
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  • 1 - 3 yrs
  • 0.8 Lac/Yr
  • Mumbai
Good Communication Skills Interpersonal Skills Branch Relationship Manager
Job Role:Nurture relationships with mapped clients 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.Acquisition of new CASA customers.Job Mandates:Good communication & interpersonal skills.1+ Yrs. exp. in CASA Acquisition/ Portfolio Management/Book Management from BFSI IndustryCandidates with lesser notice period will be given preference.Age should be below 32 yrs. old.
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Bank Operations Officer Fresher

Scinext Group Skills & Technology Private Limited

CA Inter Chartered Accountant MBA Finance CS CA
Job Opportunity: Deputy Manager (Internal Audit) With Kotak Mahindra Bank Program by: Manipal Academy of BFSI (UNext) Career Launchpad for Finance Graduates!Get a job-assured offer from one of Indias leading banks. Eligibility: M.Com / CA-Inter / CMA / CS / MBA (Finance) Min. 50% in Graduation Age: Up to 30 years Male & Female both can apply Training Details: 45 Days Campus Training Stipend: 5,000/month during training Certification: Internal Audit (Kotak Mahindra Bank) Salary Package: 6.00 LPA (Fixed Salary) Assured Bonus: 1,00,000 50,000 after 1st year 50,000 after 2nd year Job Location: PAN India (Based on requirement) Selection Process:1 Online Registration2 Assessment3 Interview with Kotak4 Provisional Offer Letter5 Training + Final Joining
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Jobs by Popular Location

Computer Application
URGENT HIRING BANK Employment Notice in DATA ENTRY OPERATOR HR DEPARTMENT...810001928 Male and Female Both Can Apply for This Post. Online and Offline Interview Going On.
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Casa Portfolio Mutual Fund Casa Sales HNI Clients Fd
Must have in casa , mutual fund, portfolio
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Bike and DL Must CASA Officer
Axis Bank Offer for CASA officer urgent in Pune, ahmedabad,mumbaiIt's a direct Hiring process.Contact - 9434837338
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Telesales Representative Telecaller Tele Marketing Executive
Key Responsibilities: Be the best for our customers by- Displaying complete onus to customers queries / problems- Delivering service with requisite courtesy and accuracy- Adhering to product and process requirements, with nil errors- Escalating customer issues to the right internal stakeholders- Effectively resolving customer complaints at the first instance, with excellent customer satisfaction scores Ensure process efficiency and effectiveness by- Complying to service and sales guidelines- Achieving Call Quality targets- Resolving customer queries at the first instance of contact, with minimum call handling time Cross-sell / upsell set products like- Loans and mortgages- Priority / elite accounts
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Sales International Voice Inbound Voice Process Voice Process O BPO Voice International BPO
Hiring for Phone banking officer.Location: - Noida/Chennai/MumbaiShift Timing: - 24/7 rotational shifts and week offs. No Night shifts for femalesNo transport facility is providedOnly Annual performance bonus and no monthly incentivesKey Responsibilities: Be the best for our customers by- Displaying complete onus to customers queries / problems- Delivering service with requisite courtesy and accuracy- Adhering to product and process requirements, with nil errors- Escalating customer issues to the right internal stakeholders- Effectively resolving customer complaints at the first instance, with excellent customer satisfaction scores Ensure process efficiency and effectiveness by- Complying to service and sales guidelines- Achieving Call Quality targets- Resolving customer queries at the first instance of contact, with minimum call handling time Cross-sell / upsell set products like- Loans and mortgages- Priority / elite accountsQualifications:Optimal qualification for success on the job is: Graduate or Postgraduate from a recognized institution. 0- 5 years relevant role in voice customer service.Role Proficiencies:For successful execution of the job, the candidate should possess the following: Proficiency in systems related to Banking transactions and services. 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. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.Interested can contact on 7827275412
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Relationship Manager

Skillflix Consultancy India Private Limited

  • 1 - 7 yrs
  • 16.0 Lac/Yr
  • Mumbai
Business Loan Working Capital Management Business Banking Relationship Manager BFSI New Client Acquisition
1. Acquire new clients and manage existing clients portfolio of Business Banking department. Monitor the portfolio closely and ensure book size, fee income, delinquency containment targets are met. Regular visits to customer to understand and explore additional funding requirement.2. Use credit knowledge and knowledge of various products for deal structuring. Use Knowledge of market in order to acquire new clients and manage existing clients.3. Increase wallet share of customer by cross selling retail asset products to the customer. Ensure stability of income through various revenue lines and explore avenues for new income generation from existing as well as new clients.4. Ensure the portfolio health through timely servicing of dues /overdues ; timely renewals , stock statement submission, insurance submission, monitoring Out Of Order. Manage the portfolio hygiene items to ensure closure of deferrals and post disbursal document submission within approved TAT.5. Regularly interact and visit customer to ensure timely service delivery and delight. Onboard customer to various digital, alternate channels for ease of transaction. Act as a one point contact for all client queries / concerns related to BBG products.6. Regularly visit assigned branches and train the branch staff on eligible, qualified lead generation for BBG products. Be in constant touch with branch staff to appraise them of the case status and support for quick decisioning.
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  • 25 - 30 yrs
  • Ghatkopar Mumbai
Banking Officer
Career Opportunity with respect & recognition, mainly for Retirees, Housewives & Professionals, where office attendance is not mandatory except for 6 days free training from Monday to Saturday with lunch, tea & coffee.Basically it is not 9 am to 5 pm job , where office attendance is mandatory & one has to complete lol the targets.Further, ours is the onlyunique platform available in India, where we dont recruit you as life insurance agents, unlike all the other insurance companies but directly recruit you as Development Officer., where your main portfolio is Recruitment with team support 24x 7.No stress, No targets, No investments plus good income (incentives, commissions, salary, PF, Medical, foreign tours & other benefits as well)Secondly , you can legally continue your present occupation ,if you wish to, since in our platform office attendance is not mandatory , one can work from home & no targets or stress .Further, we have on board people from all walks of life eg. Doctors, Engineers, Professionals , Police Officers, Senior Bankers , CEO , GMs , Housewives & all Retirees Would , therefore, request you to please visit our Ghatkopar East office any day, as per your convenience , to discuss & understand our unique & genuine 2nd career opportunity concept in details & its benefits.
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Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager Walk in
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
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Business Development

One75MB HRM Pvt Ltd

  • 5 - 9 yrs
  • 8.0 Lac/Yr
  • Mumbai
Banking Officer Recovery Agent Loan Executive Business Development Executive NBFC Legal Executive Relationship Development Walk in
RequirementsTo generate leads from the market through various online / offline medium.Very Effective Communications and strong negotiations skills.Identify the ARC / NBFCs foreign funds HNIS interested in funding and resolving NPA accounts.Introducing NCPL to such lenders and creating collaboration with such organization.Preparing teaser form to be shared with fund lenders to generate their interest.Followup with the lenders and taking the discussion upto the stage of sanction / disbursement.Handling team of 2 executives and who will assist in the analysis of financial statements and doing the leg work required.Identifying, dealing and motivating panel associates to generate business.Preparing an internal assessment note about the reasonable doability of the case with explanation.Conducting meeting with the Private / Nationalised Banks / to procure the data of their NPA customers above 10 crores looking for debt resolution.And any such other ancillary activity.Banking Background preferred.Should possess good contacts in banks.
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  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Andheri East Mumbai
BPO Executive Call Center Executive Banking Officer Tele Marketing Manager Telecaller Account Opening Banking Sales Loan Sales Executive Voice Process Executive
Primary Responsibilities: Customer Engagement: Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Profiling of customers in order to aid right cross-servicing of Bank products Accurate logging and resolution of complaints. Attrition control of customers. Regular interactions with the customers and pro-actively assessing customer needs. Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc. Ensure portfolio quality of relationship while racing considering eligibility. Monitor large amount movements and account closure from the deposit accounts. Ensure retention of customers Achievement of portfolio parameters: Meet the defined objectives of the Portfolio managed by the respective VRM Sales: Right cross-sell of products basis profiling and engagement. Penetration of products across groups. Sales across all product segments-TPP, Assets, Cards etc. Acquiring & grouping of all related IDs of the Primary ID. Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow. Ensure Staff are trained on product knowledge and requisite certifications. Income to be generated at a customer level. Interaction Quality: Achieve Quality benchmarks defined from time to time. Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions & requests. Adherence to set processes of updating customer interactions in CRM next. MIS Reporting: Ensure timely submission
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Key Account Manager- Corporate Salary

Skywings Advisors Private Limited

Banking Officer Corporate Salary
1. Manage a set of 5-6 Account managers.2. Operate as the lead point of contact for any and all matters specific to employees of corporates mapped.3. Develop trust relationships with a portfolio of Key corporates assigned to him/her to ensure they do not turn to competition.4. Acquire new Corporate relationships and open Salary Accounts of their employees. 5. Expected to expand the relationship with existing customers with engagement activities /cross sell solutions.6. Ensuring salary credits in all salary accounts sourced. 7. Meeting daily, monthly sales targets for salary accounts and cross sell products.8. Adhere to KYC guidelines and Bank process as laid down from time to time.9. Ensuring strict adherence to service and quality benchmarks as prescribed by the Bank.
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  • 5 - 8 yrs
  • 4.5 Lac/Yr
  • Mira Road Mumbai
Banking Credit Card Sales Personal Loans Banking Officer
We have vacant of 50 Banking Officer Jobs in Mira Road, Mumbai,credit card sales,Personal Loans, Experience Required : 5 Years Educational Qualification : Higher Secondary Skill Banking, credit card sales,Personal Loans etc.
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Freshers For Bank Manager - Haryana/Guwahati

Scinext Group Skills & Technology Private Limited

Good Communication Skills MS-excel Writing Skills
Job Title:** Assistant Manager **Location:** OnSite**Department:** BFSI**Reports To:** Manager / Department Head **Employment Type:** Full-Time ### **Job Summary:** We are seeking a dynamic and proactive **Assistant Manager** to support day-to-day operations, assist in managing team performance, and ensure departmental goals are met. The ideal candidate will demonstrate leadership, organizational, and communication skills, with a strong focus on achieving results and maintaining service excellence.---### **Key Responsibilities:**- Assist the Manager in planning, organizing, and coordinating daily operations.- Supervise and guide team members to ensure tasks are completed efficiently.- Monitor performance metrics and help implement improvement strategies.- Act as a point of contact for staff queries and problem-solving.- Ensure compliance with company policies and procedures.- Maintain accurate records and prepare regular reports for management.- Assist in recruitment, training, and onboarding of new employees.- Help manage budgets, schedules, and resources effectively.- Foster a positive and productive work environment.---### **Requirements:**- Bachelors degree in any related field.- Proven experience in a supervisory - Strong organizational and time-management skills.- Excellent interpersonal and communication abilities.- Ability to multitask and handle pressure in a fast-paced environment.- Proficiency in MS Office and business management tools.
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Opening For Axis Bank Assistant Manager

Scinext Group Skills & Technology Private Limited

Banking Operations Banking Executive Priority Banking Back Office Staff Back Office Executive Back Office Assistant Calling Executive BPO Operations
Job Title: Axis Bank - Young Banker ProgramApply here Program OverviewProgram StructureThe Young Bankers Program is divided into three phases:1. Campus Training (120 days): This phase includes intensive classroom training, covering various aspects of banking, including products, services, and operations.2. Internship (90 days): During this phase, you will be assigned to a branch, where you will gain hands-on experience in banking operations, customer service, and sales Salary 25k,3. OJT-On-the-Job Experience (5 months): After completing the internship, you will be assigned to a branch, where you will work as a full-time employee, applying the skills and knowledge gained during the program.Full SalaryJob ResponsibilitiesAs a Young Banker, you will be responsible for: Assisting in branch operations and customer service Learning and developing skills in banking products and services Participating in sales and marketing initiatives Collaborating with cross-functional teams to achieve business objectives Maintaining high levels of customer satisfaction and service qualityEligibility Criteria Be a female candidate Be a graduate/postgraduate from any discipline with 50% aggregate (10th, 12th & Graduation) Below 30 years oldSalary : CTC: 4.47 LPALocationThe Young Bankers Program is available across various locations in India.Program Fee : 2.37 lac + GSTHow to ApplyIf you are a motivated and talented individual looking to launch a career in banking, apply now!Join us our Verified Channels for new updateshttps://whatsapp.com/channel/0029VajnE7K3wtb7TuVACK3lPlease submit your resume now, including your resume, cover letter, and contact information. Our team will contact you for further processing.
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Hiring For Assistant Manager

Scinext Group Skills & Technology Private Limited

Banking Officer
As an Assistant Manager at Axis Bank, you will be responsible for assisting in the efficient and effective management of branch operations, customer service, and business development activities. You will play a key role in ensuring a superior banking experience for customers while adhering to regulatory guidelines and bank policies.Key Responsibilities:Customer Service:Provide excellent customer service to address inquiries, resolve complaints, and ensure customer satisfaction.Assist customers in understanding various banking products and services offered by Axis Bank.Proactively engage with customers to identify their financial needs and offer suitable solutions.Branch Operations:Assist in managing day-to-day branch operations, including cash handling, account opening, and maintenance activities.Ensure compliance with regulatory requirements and internal policies and procedures.Supervise and train branch staff to maintain operational efficiency and service standards.Business Development:Support the Branch Manager in achieving branch targets for deposits, loans, and other financial products.Identify opportunities for cross-selling and upselling Axis Bank products to existing and potential customers.Participate in marketing and promotional activities to enhance the bank's visibility and attract new business.Team Management:Provide guidance and support to branch staff to enhance their performance and productivity.Foster a positive work environment that promotes teamwork, collaboration, and professional growth.Reporting and Compliance:Prepare reports on branch performance, customer feedback, and other relevant metrics.Ensure adherence to regulatory guidelines, KYC norms, and risk management practices.Qualifications and Skills:Bachelor's degree in Business Administration, Finance, or related field.Prior experience in banking or financial services preferred.Strong communication, interpersonal, and leadership skills.Sound knowledge of banking process
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Treasury Operations Manager Treasury Manager Treasury Manager Corporate Banking Forex Manager Forex Risk Management Forex Dealer Walk in
We urgently hiring Treasury Manager for MumbaiExperience: 5 to 10 yearsEducation: B.com/M.com/CPT (Not competed Inter CA)Role: Individual Contributor.Department - Treasury ( Currently one senior guy in Treasury and overall 10 people in accounts )Designation: Sr. Executive / Assistant Manager in Accounts and Finance DepartmentReporting: Manager Trade Finance.Job Types: Full-time, PermanentJob Location: Govandi East (Deonar), nearbyCore duties:The head of Treasury will forecast, manage Treasury function, manage banking relationships, and set a clear, well-defined Treasury strategy that aligns with finance and overall objectives.Responsible for effective management of Funds, ensuring Compliance in business and operations, Risk Management and Mitigation of Risk.The treasurer position is responsible for corporate liquidity, investments, and risk management related to the company's financial activities.Management of long and short-term cash flow and working capital/liquidity management.Principal Accountability Forecast cash flow positions, related borrowing needs, and funds available for investment.Well versed with risk management techniquesUnderstanding of financial laws to ensure compliance with statutory regulationsGuiding the organization to stay compliant with activities which could lead to money laundering, Anti- Money Laundering (AML).Managing overseas cash reporting processes and the design/implementation of intercompany funding strategies.Managing day-to-day cash and treasury activities.Manage all relationships with financial institutions supporting companys cash management operations.Ensure regulatory compliance.Leverage existing banking relationships to open, manage and maintain domestic and foreign bank accountsMonitor and oversee existing bank account services and signatories including bank account administration for opening, migrating and closing accounts.QualificationsExperience in a similar role in
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  • 0 - 6 yrs
  • 3.3 Lac/Yr
  • Female
  • Mumbai
Tele Sales Officer Tele Caller Insurance Life Insurance Phone Banking Phone Sales Gujarati Speaking
Hi we are hiring for one of the leading insurance company Profile :- Phone Banking OfficerJob role :- Through calls sell the insurance products to the customer & handle the walking customer as well CTC :- 2lpa - 3.25lpa + incentive + On roll job Job location :- MumbaiQualification :- Graduation completed .Exp.:- Fresher & experience both can apply .Only Female candidates & Gujarati speaking candidates are required.Direct Apply :- https://forms.gle/EptnDYobD6ABdJip7 OR call - 7302599924 8126101397Also, join our Linkedin group for more job updates: https://www.linkedin.com/groups/9547666/Thanks & Regards .
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Relationship Manager- Corporate Salary

Skywings Advisors Private Limited

Banking Officer Relationship Manager Walk in
1. Managing a set of existing mapped customers of Corporate Salary. 2. Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.3. One point contact for all service related requirements for the customers and corporate mapped.4. Increase in Relationship Value, Group Product Holding and Group Service Holding of the bookConnecting with mapped book customer once in quarter.5. Updating client interaction in system like CRM Next. Job Mandates:1. Strong background in cross-selling.2. Good interpersonal skills & Relationship Management skills.3. Good communication skills.4. Presentable as RMs will be interacting with Mid to High-level corporate employee.5. Having some knowledge of the equity market
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Corporate Account Manager- Corporate Salary

Skywings Advisors Private Limited

Banking Officer Corporate Accounts Manager
1. Acquire new Corporate relationships. 2. Oversee a portfolio of assigned corporate.3. Maintain highest level of relationship with the Corporate and key decision maker/s (KDMs).4. Develop new business from existing clients and actively seek new cross sell opportunities.5. Operating as the lead point of contact for any and all matters specific to employees of corporate mapped.6. Taking care of Salary processing for acquired/assigned Corporate.7. Adhere to KYC guidelines and Bank process as laid down from time to time.8. Ensuring strict adherence to service and quality benchmarks as prescribed by the Bank.
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Banking Officer Relationship Manager
1. Managing set of existing mapped customers of Corporate Salary. 2. Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.3. One point contact for all service related requirements for the customers and corporate mapped.4. Increase in Relationship Value, Group Product Holding and Group Service Holding of the bookConnecting with mapped book customer once in quarter.5. Updating client interaction in system like CRM Next.
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