Banking Sales Job Vacancies in West Bengal

We are seeking a dedicated Banking Officer to join our team in Dum Dum, Kolkata. This full-time role is ideal for recent school graduates eager to start their career in banking.Key Responsibilities:1. Customer Service: Assist clients with their banking needs, providing accurate information and resolving queries to enhance customer satisfaction.2. Account Management: Help with the opening and closing of accounts, ensuring proper documentation and compliance with banking regulations.3. Transaction Processing: Handle transactions efficiently, including deposits, withdrawals, and money transfers, while maintaining accuracy in records.4. Compliance and Reporting: Adhere to banking policies and procedures, supporting audits and reporting to ensure compliance with regulations.Required Skills and Expectations:Candidates should possess a minimum educational qualification of a 12th pass. Previous experience is preferred but not essential; we welcome fresh graduates. Strong communication skills are vital to effectively interact with customers and colleagues. A good understanding of basic banking procedures will be beneficial. Attention to detail and the ability to handle transactions with accuracy are essential. Candidates should also demonstrate reliability, professionalism, and a readiness to learn in a fast-paced environment. Teamwork and adaptability are important traits for contributing positively to the workplace.

As a Bank Officer, you will play a key role in providing exceptional banking services to customers while ensuring compliance with banking regulations. Your primary responsibilities will include:- Customer Service: Assist customers with their banking needs, including account inquiries, transactions, and resolving issues to enhance customer satisfaction.- Account Management: Handle account openings, closures, and maintenance, ensuring all paperwork is completed accurately and efficiently.- Sales Support: Promote bank products and services to customers, helping them identify suitable financial solutions for their needs.- Loan Processing: Evaluate loan applications, perform credit checks, and assist in processing loans to facilitate timely approvals.- Regulatory Compliance: Ensure all banking activities adhere to established regulations and internal policies to maintain security and trust.- Data Entry and Record Keeping: Accurately enter customer information and transaction details into the bank's systems to maintain updated records.To succeed in this role, you should possess strong communication skills, both verbal and written, to interact effectively with customers and colleagues. A good understanding of banking products and services is essential, along with the ability to handle financial transactions clearly and precisely. Proficiency in basic computer applications and attention to detail will also contribute to your success. Additionally, a proactive approach and the ability to work well in a team environment are important traits for this position. Prior experience in banking or finance is a plus but not mandatory.

Hello all, we are looking for a tele caller who can do calling. S/he should know Bengali language (mandatory) this is WFO, worked in auto parts/automobile industry,an advantage, Have own bike/ scooty,

As a Banking Executive in Dunlop, you will play a crucial role in providing excellent customer service while assisting with various banking operations. This role is suitable for freshers who have completed their 12th grade.Key Responsibilities:- Customer Service: Engage with customers to understand their banking needs and provide information on products and services. This involves answering queries and resolving issues in a friendly and efficient manner.- Account Management: Assist customers in opening new accounts, updating personal information, and managing their existing accounts. This ensures customers have smooth access to banking services.- Transaction Processing: Handle customer transactions, such as deposits and withdrawals, accurately and securely. This is essential to maintain customer trust and integrity of banking operations.- Promoting Banking Products: Inform customers about various banking products, like loans and savings accounts, to encourage them to utilize these services. This helps improve customer satisfaction and bank sales.- Compliance and Security: Follow all banking policies and procedures to ensure compliance with regulations and safeguard customer information. This builds a secure banking environment.Required Skills and Expectations:Candidates should possess excellent communication skills to interact with customers confidently and courteously. A good understanding of basic banking operations is helpful but not mandatory. Being organized and detail-oriented is important for handling transactions accurately. Additionally, a positive attitude and willingness to learn are essential for growth within the banking industry.

Educational Qualifications PreferredCategory: 12TH / Bachelor's DegreeAcademic Score: PassHR - 9903608205Institution tier: AnyMale Or Female Candidates Required.Branch Banking Department / Bank Segment.Back Office Role.Fresher, In Direct Pay-Role.Age Limit 18 Year To 32 Year.Face To Face Interview.Interview Dress Code - Indian Formal.Job Role & Responsibilities & Key Skills:-Filling And Maintenance Of Records Along With Supporting Statements And Vouchers.Sorting And Stamping Of Negotiable Instruments.Providing Support Through Multiple Channels like Emails, WhatsApp, Phone CallPreparing Excel Report On Daily Basis And Reporting Senior Manager.Good Verbal & Written Communication SkillsContribute Towards Improvement Of Productivity Of Self And Team.Maintaining A Good Relationship With Internal Customers like Client Service Team, Other Units Of Bank. Ensuring Internal Deadlines Are Met To Meet The Overall Objective Of Ensuring Excellent Service To Clients.Good Team Player - Dedicated Approach To Teamwork And Ability To Contribute To Team Effort.Ability To Handle Tasks Independently, Multi-Task, Good Planning, Organizing Skills & Time Management Skills And A Can Do Attitude.Produce management statistics.Relationship Management.Good Communication.Basic Computer.Self-Motivated.Commercial Awareness.Problem Solving.HR - 9903608205

Hi everyone I'm Sukanta we are hiring for leading Banks Insuarance ProfileJob role - Sales ExecutiveCtc - 4.8Lpa (Upto)

A Branch Relationship Manager (BRM) is a key role within banks, financial institutions, and service-based companies, responsible for maintaining and growing customer relationships at the branch level. They focus on ensuring excellent service, sales performance, and customer satisfaction, often acting as the face of the branch for many clients.Key Responsibilities:Customer Relationship Management:Build and maintain strong, long-term relationships with new and existing clients.Understand clients financial needs and offer appropriate products and services (e.g., loans, savings accounts, credit cards).Provide personalized services to enhance customer satisfaction and retention.Sales and Business Development:Identify and pursue new business opportunities to meet sales targets.Cross-sell and up-sell banking products (such as mortgages, insurance, or investment products).Achieve branch sales goals and KPIs by engaging with both individual and business clients.Client Onboarding and Account Management:Assist clients in opening new accounts, ensuring compliance with all legal and regulatory requirements.Guide clients through the process of applying for loans, mortgages, and other banking products.Monitor clients' account activities and provide ongoing advice as needed.Service Excellence:Address and resolve customer complaints and issues promptly and efficiently.Ensure clients receive the highest level of service during their interactions with the branch.Act as a liaison between customers and other bank departments to fulfill clients needs.Team Collaboration & Training:Work closely with branch staff, including tellers, customer service representatives, and other managers, to ensure smooth branch operations.Provide guidance and training to junior staff on customer service best practices.Help ensure team members meet their targets by providing insights and support.Operational and Compliance Tasks:Ensure that all transactions and activities comply with internal policies, regulatory requirements, and industry standards.Oversee the accurate documentation and processing of transactions.Maintain up-to-date knowledge of banking products and market trends.Reporting & Performance Monitoring:Track and report on branch performance, including sales figures, customer satisfaction, and other KPIs.Provide feedback to branch management regarding branch performance, opportunities, and challenges.Required Skills:Strong Communication Skills:Ability to communicate clearly and persuasively with clients and internal teams.Sales and Negotiation Skills:Proven ability to sell banking products and services, with a focus on customer needs.Comfort with negotiating terms and conditions with clients.Customer-Centric Mindset:Strong commitment to providing excellent customer service.Ability to build trust with clients and offer solutions tailored to their financial needs.Analytical Skills:Ability to assess clients' financial positions and recommend the right products or services.Strong attention to detail when handling accounts and financial data.Leadership and Teamwork:Ability to lead by example and support branch staff to meet shared goals.Collaboration with other departments (e.g., operations, marketing) to ensure comprehensive customer service.Problem-Solving:Quick thinking and problem-solving ability to resolve customer issues effectively.Technical Proficiency:Familiarity with banking software and CRM tools.Competence in using office tools such as MS Office and any relevant banking platforms.Qualifications & Experience:Educational Background: Typically requires a bachelors degree in business, finance, economics, or a related field.Experience: At least 2-3 years of experience in banking, finance, or customer relationship management. Previous experience as a relationship officer, sales officer, or personal banker is highly valued.Certifications: Some roles may require certifications in finance or banking.Work Environment:Branch Relationship Managers work at bank branches, and may be required to work flexible hours, including weekends, depending on branch hours.They often work in a team environment, reporting to the Branch Manager or Regional Manager.In summary, the role of a Branch Relationship Manager is crucial for driving business growth, ensuring customer satisfaction, and maintaining strong relationships with clients. The job requires a combination of sales, customer service, and leadership skills, along with the ability to meet sales targets and comply with regulatory guidelines.

As a Banking Advisor, your key responsibility will be to assist customers in managing their financial needs and recommending suitable banking products and services. You will provide excellent customer service by addressing inquiries, resolving issues, and promoting financial literacy.Required skills include excellent communication and interpersonal skills to effectively engage with customers and build relationships. A strong understanding of banking products and services is essential, along with the ability to work collaboratively in a team environment. A high level of attention to detail and accuracy is also required to ensure all transactions are processed correctly. Expectations include maintaining a professional demeanor, adhering to banking regulations and policies, and continuously enhancing your knowledge of financial products and services to better serve customers.

Good communication, Hardworking, Fluent English,.

Job description:Process transactions efficiently and accurately while maintaining high service standardsHandle customer queries and provide appropriate solutions.Engage with customers and generate revenue by promoting and cross-selling retail banking and third party products.Manage relationships with mapped customers to increase the depth of existing relationships.Achieve sales targets as assigned by the organization on a monthly basis.Comply with KYC/SEBI rules, regulations, and legislation governing the bank.Interview Details: To get the interview details candidates have to send the Updated Resume by WhatsApp in this number (9433816131)Contact: Prosenjit Saha (9433816131).

Candidate must be smart, sales skills are required, Communication skills are required.

Job Openings for 20 Tele Caller Jobs for Freshers in Serampore, Hooghly, Howrah, having Educational qualification of : 12th Pass, B.A, B.C.A, B.B.A, B.Com, B.Sc, B.Tech, Other Bachelor Degree with Good knowledge in Microsoft Excel, Phone Banking, KPO, Outbound Calling, Domestic BPO, Inbound, Cold Calling, BPO Sales, Voice Process etc.

The Financial Advisor helps clients plan and achieve their financial goals by offering insurance and investment solutions. They assess clients needs, recommend suitable life, health, and investment insurance products, and build long-term relationships based on trust and financial guidance.

We are Hiring for Bank Ofiicer In AU Small Finance Bank , Kolkata !!!!!!!!!!!Designation : Bank OfficerLocation : Dalhousie , KolkataCTC : 4 - 6 LPARequirement :Graduation Minimum 1 Year of experience in CASA sales in Banking industryResponsibilities :Handling sales of CASA Customer satisfactionThanks & Regards,Anagha - 8879179191

Job Responsibilities:1. Developing and maintaining strong relationships with clients in order to drive business growth and achieve targets.2. Managing and coordinating all aspects of investment banking projects, including financial analysis, due diligence, and deal structuring.3. Providing strategic advice to clients on a range of investment opportunities, including mergers and acquisitions, capital raising, and valuations.4. Identifying new business opportunities and developing strategies to maximize revenue and profit.

Key Responsibilities:Business Development:Drive life insurance sales through assigned bank branches.Identify and convert potential customers into policyholders.Achieve monthly and quarterly sales targets.Relationship Management:Build strong rapport with branch staff to generate business leads.Train, motivate, and support bank employees to cross-sell insurance.Maintain healthy relations with partner banks to ensure smooth operations.Sales Execution:Conduct need-based financial planning for customers.Pitch suitable life insurance products aligned with customer requirements.Manage customer queries, documentation, and policy issuance.Compliance & Process Adherence:Ensure adherence to IRDAI and company compliance guidelines.Maintain accurate records of leads, sales, and customer interactions.Safeguard customer interest through transparent communication.Key Skills & Competencies:Strong sales and negotiation skills.Excellent communication and interpersonal skills.Ability to build and maintain relationships.Goal-oriented, self-motivated, and target-driven.Knowledge of banking operations and financial products preferred.Qualifications & Experience:Graduate / Postgraduate in any discipline.1 - 4 years of sales experience (preferably in BFSI/insurance/banking).

Banking & Finance Sector Job.Full time Direct Pay role.Qualification : Graduation + HSAge limit : Below 30 YearsInterested candidates please share your updated CV at hr.poulami098@gmail.comLocation - north 24 pgs. BasedJob Type: Full-timePay 13,500.00 - 20,000.00 per mont,Benefits:Health insuranceProvident FundWork Location: In person.

Company: Life InsuranceChannel: APC Channel(Partner Vertical)CTC: up to 6.50LPANeed min 1 yr experience in a Life Insurance Company in the agency ChannelTo call 9759214468 and mail to nikita.koli@assuredjob.in

Company: Life InsuranceChannel: APC Channel (Partner Vertical)CTC: up to 6.50LPANeed min 1 yr experience in a Life Insurance Company in the agency ChannelTo call 9759214468 and mail to nikita.koli@assuredjob.in

1. This is 100% field work and onrolls of bank.2. Quality acquisition of current account & saving account of customers by going into the market catchment area.3. Ensure quality sourcing of customers by selling different products like Demat account, credit card, loans, FD, RD, Insurance etc.

Job description:Process transactions efficiently and accurately while maintaining high service standardsHandle customer queries and provide appropriate solutions.Engage with customers and generate revenue by promoting and cross-selling retail banking and third party products.Manage relationships with mapped customers to increase the depth of existing relationships.Achieve sales targets as assigned by the organization on a monthly basis.Comply with KYC/SEBI rules, regulations, and legislation governing the bank.Interview Details: To get the interview details candidates have to send the Updated Resume by WhatsApp in this number (9433816131)Contact: Prosenjit Saha (9433816131).

:1. Responsible for ensuring the achievement of Customer Service and revenue Business for assigned leads which will be provided by the company.2. Source business from self-employed / salaried customers for retail business,3. Maintain a daily report and have to coordinate with all the Customer Support Departments.4. Taking care of all processes and related escalations. :1. Candidates must be minimum #Graduate and above, (HSC can apply for OFFROLL department) age limit 29 Years below.2. Freshers are welcome3. Candidates must have good Communication and presentation Skills.Interview Details: To get the interview details candidates have to send the Updated Resume by WhatsApp in this number (9433816131)Contact: Prosenjit Saha (9433816131).

- Manage branch operations: As a Branch Officer, you will be responsible for overseeing the day-to-day operations of the branch, ensuring that everything runs smoothly and efficiently.- Handle customer inquiries: You will be the point of contact for customer inquiries and concerns, providing excellent customer service and resolving issues in a timely manner.- Maintain branch records: Keeping accurate records of transactions, customer information, and other important data is essential to ensure proper documentation and compliance with company policies.- Assist with administrative tasks: Supporting the branch manager with various administrative tasks such as scheduling appointments, preparing reports, and managing office supplies.- Collaborate with team members: Working closely with other branch staff to achieve common goals, communicate effectively, and contribute to a positive work environment.Skills and Expectations:- Strong communication skills: Ability to effectively communicate with customers and team members.- Attention to detail: Being meticulous in maintaining records and handling transactions accurately.- Organizational skills: Ability to multitask and prioritize tasks to ensure smooth branch operations.- Problem-solving abilities: Being able to address customer concerns and resolve issues efficiently.- Team player: Collaborating with colleagues and supporting one another to achieve branch goals.

Job PurposeThe role entails direct customer interaction and is responsible for business acquisition of savings accounts 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 bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions t

We are hiring for Bank Officer in AU Small Finace Bank, Kolkata !!!!!!!Designation : Bank OfficerLocation :Dalhousie , KolkataCTC : 4 -6 LPARequirement :GraduationMinimum1 Year of experience in Current account and saving account sales in Banking IndustryRespomnsibilities :Handling Sales of Current account and saving account sales.customer satisfaction.Thanks & Regards ,Anagha - 8879079191