Banking Relationship Manager Graduate Jobs in Mumbai

Relevant Business Banking / Wealth Management Experience inBanks, NBFC, Brokerage House. Relevant experience as below:Senior Relationship Manager 6+ years Relationship Manager 3 - 6years

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

Channel : Direct ChannelJob Description :-Maintain relationship with customer for more generate business.- Planning and Preparing Presentation-You have to organize sales visit for business development-Lead based work-Organizing sales visits-Demonstrating and presenting products-Establishing new business-Do Cold Calling on the Lead based data

Must have in casa , mutual fund, portfolio

Responsibilities:* Manage client relationships through regular communication and proactive service delivery.* individuals (HNIs) and expand existing portfolios.Candidate must be Western line Mumbai , Vasail Nallasopra Most welcome

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

Field sales Experience Banking And Insurance Sector .

Dear AllWe are in the process of hiring Relationship officer/ Executive /Manager for out TOP Notch client located at Andheri , Vashi and Ghatkopar. Kindly send your profile to rahul@acealliance.org.in . Pl find Roles and responsibilities Making stipulated minimum telephonic calls daily as target set by the Supervisor Meeting minimum number of clients daily as target set by the Supervisor Daily update in CRM regarding daily planning, leads received, login, sanctioned ,disbursed. Leads to be converted into login and get it disbursed from Bank or NBFC which gives the best rates. Processing of loan applications, conducting due diligence, site visits, ensure compliance of terms & conditions as per sanctioned terms, compliant documentation etc. Ensure all the loan related process/queries are taken care so that loan disbursal happens smoothly Ensure timely disbursal of loan from leads received from Customers/RBAs Maintain relationships customers,business banking & Channel partners Manage relationship with the customers by increasing business with existing clients and well as through Cross sellComplete focus of Scheduling Meetings with Customers, with Client's Associates, Number of Logins, Cross Sell, Insurance, RegardsRahul Gaikwad9820615854

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

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.

Company DescriptionTATA AIA INSURANCEJob DescriptionJOB DESCRIPTIONRelationship Manager - S2S Role LocationNo . of position openSupervisorInterview AddressLandmarkNFC3Kamal DurgapalSecond Floor, 54, Old Ishwar Nagar, Main Mathura Road, New Delhi - 110065Opposite Surya Crown PlazaPusa Road3Nitin AggarwalSecond Floor, ParamTower, Plot No. 11/5-B, Pusa Road New Delhi - 110005Opposite Metro Pillar NO. 132Noida2Nitin Kumar11th Floor World Trade Tower, Sector 16, Noida - 201301Karkaduma3Akshay TyagiPacific Business Park, Second Floor unit no: 211,212&213, Plot no 37/ 1, Site No. 4 , Nr. Kaushambi Metro Station, Sahibabad, Ghaziabad - 201010Above Passport office BuildingGurgaon1Niteshkumar PandeyFirst Floor, SCO-18-19, Sector-14, Gurgaon -122002Near Payal CinemaKey points for Better UnderstandingchannelDirect Distribution Direct Sales ForceBase LocationDelhi / GhaziabadRoleRelationship Manager - S2SCTC RangeUpto 4LchannelDirect Distribution Direct Sales ForceFast Tracking Promotion on Business Review Monthly Incentive & Local ConveyanceAcquire New Customer ThroughLeads / Natural market / References / Orphan baseDutiesUpdate the LMS (Lead management System) on a daily basisAgeBelow 30 yearsQualificationGraduate & Under Graduate with Exp.SkillsGood Attitude , Clear Communication ( Local Language ), Basic English language understanding / communicationGeographic Area CoveredAs per mapped branch & city DesignationMinimumMaximumRemarksJD Requirements (essential)ARM/ RM/ ERM2.80 L4.00 LPlease refer updated CTC calculator for offering minimum CTC as per statesPreferably 0.6 to 2 years of work experience in Insurance, BFSI sector, Financial Services sector.Desired 2 years exposure in life insurance sector & sales management.

Dear Candidate ,We are hiring for S2S Profile - Branch sales manager/Sr.Branch sales managerJob description: - Sales: Branch Customer Service & Sales (BCSS)caters to customer walk-ins at branches.Designing and implementing effective marketing strategies to adjust existing onesContacting potential clients and creating rapport by networking, cold calling, using referrals etcAppraising the wishes and demands of business or individual customers and selling the suitable protection plansBranch Customer Service & Sales (BCSS) caters to customer walk-ins at branches.Create new business opportunities by building trust and contacts with clientsWork on assigned leads and generate referrals from every visit that's made to customer.CTC 2.75 to 4 Lpa + Incentive; onroll jobRegardsJyoti Verma

- Acquiring Investment Referral Partners- Meeting Wealth Managers, Financial Advisors, CAs,- Provide Strategic advice and information about the Investment product to the Partners Explain the benefits to the Partners and assist in the meetings wherever required Bring Investments from the Referral Partners through their Investors Preparing Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) Assisting Team in Investor relationship management (KYC, Investment process, etc.) Monitor post Investment reports, ensure compliance with internal and regulatory policies, assist business in reporting, monitor / identify money laundering risks & assist in internal and external audit processes Engaging with an inbound partner leads on the platform to convert, onboard and manage the relationship Preparing presentations and maintaining the database of portfolios for periodic reviewsRequirements- Post Graduate in Finance or Banking- Work experience as a RM in Banks or Financial Institutions, or a similar role in the Sales Department.-Professional certification in sales and marketing will be an advantage.-Great interpersonal skills.-Exceptional verbal and written communication skills.-Strong organizational skills.-Ability to work in a team or individually as and when required.-Ability to manage and handle multiple tasks. - Outstanding problem-solving skills.-Exceptional attention to detail.-Hard-working individual.-Good time management abilities.-Strong decision-making skills.-Ability to tolerate stress and pressure.-Self-motivated and result driven approach

Hiring Sales Co-Ordinator Company: Money Yard Financial ServicesQualification: B. ComExperience: Min. 1 year in banking industryLocation: Mulund, MumbaiResponsibilities: Engaging & following up with clients & banking partners Incharge of collecting, verifying & completing documentation process. Handling client queries

Life 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.

Job descriptionWe are Hiring Relationship Manager for a leading Bank in India. Candidates having exposure of sales in the following sectors are welcome- Banking- Insurance companies- NBFC- Asset management firms- - - - - - - - - - - Telecom companies someone who is into direct salesPackage:Upto 10 LPA + Performance incentive upto 6.5L per Qtr.Position description:Customer EngagementContinuous 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 productsAccurate 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 customersAchievement of portfolio parametersMeet the defined objectives of the Portfolio managed by the respective VRMSalesRight 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 QualityAchieve Quality benchmarks defined from time to time.Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.Audit and Service Quality

o Experience: Min 6 months of LI experience is mandatory OR min 1 year of salesexperience in BFSLI ( i.e. non-LI)o Industry: BFSI onlyo Conveyance: should have a two-wheeler in Non-metro citieso Salary: Up to 3.5 LPAo Documents to be brought at the time of interview by the candidate so that HR can verify& release the provisional offero On-spot provisional offer will be given if CTC to be offered is within 3.5 lacs anddocuments in placeo Immediate joining will not be possible. Once offer letter is shared with candidate theyneed to accept and complete the onboarding and their ecodes will be generated 3 daysbefore their joining.ChannelHRSpocCH RegionBudget(FY 22-23)YTDBudget(Mar-23)CurrentHeadcountCurrentGapNONNPSSmithaJayanVikas TholiyaAhmedabad,Baroda, Surat44 42 36 6Naveen DubeyPune - Swargate 34 33 28 5RohidasSarkaleMumbai -Andheri30 29 18 11Arvind YadavMumbai -Andheri30 29 30 -1RavishkumarNakraMumbai - Thane 30 29 25 4

Acquire high value new to bank customers (focus HNI/Trusts/Institutions) through industry best pricing offered by Equitas.Developing and maintaining banking relationships with a select group of high new worth customers through individualized customer service.Ensure high levels of customer services orientation and application of Bank policyMaintain complete relationship record for assigned customer accounts

To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.Liability Product selling, education on product featuresAcquire new customers through referrals from existing customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profile.Enhance the Overall value/book size of the portfolioMaintain the overall quality / hygiene parameters of the portfolioCross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI BondsJoint calls being done along with Supervisor as per defined processAdvisory services to be offered based on the customers requirement.Attrition control of customersAchieving MTD and YTD Revenue TargetsAchievement of income plans and other benchmarks within portfolioRequirementsEducational Qualifications: Graduation/Post-GraduationCertifications:NISM V-A CertificationIRDA CertificationNCFM Certification (Optional)CAIIB (Optional)Internal CertificationGI certificationKey Skills:Sales and Influencing SkillsBanking Product & Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsCommunicationKnowledge of Competition & Current trends in financial Industry.Experience RequiredExposure to banking, Banca insurance, Wealth Management are encouraged to apply