Banking Sales Job Vacancies in Mumbai

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

Needs people who has experience in banking activity and forex operations

Role: Cluster Head - Wealth ManagementExp: 10+ yrs Location: MumbaiSalary: up to 1 CR- Must have exp. in Wealth Management or banking background- Responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them, also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.- Execute cluster business plans for the Wealth Management segment to drive - Sales in the Mumbai region - Continuously improve the sales effectiveness- Motivate and direct the sales team - Distinguish the company vis a vis competitor - Engage in brand building exercises by focussing on the research based strength of the company

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