Banking Sales Manager Jobs

As an Acquisition Manager, you will engage with existing customers to upgrade their credit cards from basic to premium. This role requires you to work from an office in Gurgaon, India, with no field visits involved. You will be responsible for making calls to customers and providing them with information about the benefits of premium credit cards, ensuring a smooth transition for those interested.Key responsibilities include:- Interacting with customers to explain the features and advantages of upgrading to a premium credit card, fostering positive relationships and trust.- Conducting follow-up calls to address any customer queries or concerns, enhancing customer satisfaction and loyalty.- Documenting customer interactions and maintaining accurate records to assist in future communications and business decisions.Required skills and expectations:You should be a graduate with excellent communication skills and the ability to engage effectively over the phone. A strong customer service orientation is essential, along with the ability to work independently and collaboratively within a team. You must demonstrate patience and empathy when addressing customer needs and be detail-oriented for maintaining thorough records.This is a full-time position that requires you to work in the office, interacting with customers directly to achieve acquisition goals without any travel requirements. The role offers an opportunity to develop your skills in customer acquisition and relationship management in a dynamic environment.

Gold Loan Sales ManagerJob Responsibilities:Manage and achieve branch-level gold loan sales and business targets.Generate new customers through field visits, referrals, telecalling, and local market activities.Build and maintain strong relationships with existing and prospective customers.Promote gold loan products, explain loan terms, interest rates, repayment options, and other services.Identify potential customers and convert leads into gold loan business.Lead, guide, and motivate the sales team to achieve individual and branch targets.Develop and maintain relationships with local businesses, agents, and referral partners.Monitor daily sales activities, customer follow-ups, and lead conversion.Ensure proper documentation and adherence to company policies and KYC requirements.Coordinate with branch operations and credit teams for smooth and timely loan processing.Monitor competitor activities and identify new business opportunities in the market.Prepare and submit regular sales and performance reports to management.Requirements:Minimum 1 year of experience in Gold Loan / NBFC / Banking sales preferred.Good knowledge of gold loan products and the local market.Strong communication, negotiation, and customer relationship skills.Ability to lead and motivate a sales team.Target-oriented with good business development skills.Willingness to travel for field sales activities.Qualification: Graduation preferred.Key Skills:Gold Loan Sales Team Management Business Development Customer Relationship Management Lead Generation Field Sales Target Achievement NBFC Sales Market Development

As a Relation Manager, you will be responsible for building and maintaining strong relationships with customers. This role is ideal for males who are eager to develop their skills in a sales environment.Key responsibilities include managing sales relationships, providing excellent customer service, and ensuring client satisfaction. You will be expected to address customer inquiries, handle issues, and offer guidance on products and services. Regular communication with clients is essential to understand their needs and enhance their experience. The role requires you to work from the office in Meerut, India, during standard hours. It is a full-time position with normal working timings and no specified shift work.We expect candidates to possess strong interpersonal and communication skills, along with a commitment to customer service. Basic computer skills are necessary to manage customer interactions and maintain records. The ideal candidate should be proactive and able to adapt to various situations to meet customer needs effectively.Insurance support is provided to all employees, contributing to overall job security. This position serves as an excellent platform for professional growth, offering an opportunity to develop valuable sales skills in a supportive environment. If you are looking for a rewarding career in customer relations, apply for this engaging and dynamic role.

We are looking for a dedicated Relation Manager to join our team in Delhi NCR. This role is ideal for recent graduates with up to one year of experience in building and maintaining client relationships.Key Responsibilities:- Client Relationship Management: You will develop and maintain strong relationships with clients, ensuring their needs are understood and met effectively.- Communication: Regularly communicate with clients to provide updates, answer inquiries, and gather feedback, ensuring a clear understanding of their expectations.- Problem-Solving: Address any issues or concerns that arise, working proactively to resolve them and maintain client satisfaction.- Reporting: Prepare reports on client interactions and feedback to identify trends and areas for improvement.Required Skills and Expectations:Candidates should possess excellent communication skills, both verbal and written, to effectively engage with clients. Strong interpersonal skills are crucial, as the role involves building trust and rapport with clients. A proactive attitude and problem-solving abilities are essential for addressing client concerns. Additionally, candidates should be organized, with the ability to manage multiple client accounts simultaneously. Adaptability to work within a team and in a fast-paced environment will contribute to success in this role. A graduate degree is required, and prior experience in customer service or relationship management is preferred.

We are looking for a Branch Sales Manager to lead and manage our sales operations in Bangalore. The ideal candidate will have 3 to 6 years of experience in a sales role and be ready to drive the performance of the branch.Key Responsibilities:- Lead Sales Team: Supervise and motivate the sales team to achieve monthly and annual sales targets, ensuring they are fully equipped to succeed.- Develop Sales Strategies: Create and implement effective sales strategies that align with the companys goals to increase revenue and market penetration.- Monitor Sales Performance: Analyze sales data and performance metrics regularly to identify areas for improvement and adjust strategies accordingly.- Customer Relationship Management: Build and maintain strong relationships with clients to enhance customer satisfaction and loyalty, addressing any concerns they may have.- Training and Development: Provide ongoing training and support to sales staff, helping them to enhance their skills and knowledge in sales techniques and product offerings.- Market Research: Stay updated on market trends and competitor activities to identify new business opportunities and risks.Required Skills and Expectations:The ideal candidate should have strong leadership and communication skills, enabling them to effectively manage a diverse team. You should be results-oriented, with a solid understanding of sales principles and customer relationship management. Proficiency in data analysis and the ability to leverage insights to drive performance will be essential. A proactive approach to problem-solving and the capacity to adapt strategies based on market conditions are also important. Finally, you should be comfortable working in an office setting, collaborating with your team and other departments to achieve shared goals.

The Wealth Manager will be responsible for the promotion,development and handling of client relationships related to financialplanning, wealth management, tax planning.The capacity utilization of an SRM will be as follows:1. Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%KRA:-1. Manage Client Portfolio2. Create Leads Pipeline3. Arrange Participants for Events with the support of his Team4. Acquire Clients from Leads provided by System5. Stay Updated of Financial Market Events6. Understand Financial Planning, Wealth Management, Tax Planning

We are looking for a proactive and results-oriented Business Development Manager to drive business growth, strengthen client relationships, identify new business opportunities, and build strategic partnerships. The ideal candidate will have strong communication, networking, relationship-management, and business planning skills.Key ResponsibilitiesIdentify and develop new business opportunities across relevant markets and sectors.Build and maintain strong, long-term relationships with clients, partners, and key stakeholders.Research market trends, emerging opportunities, and competitor activities to support business growth.Develop and implement business development strategies aligned with organizational objectives.Explore and establish strategic partnerships and collaborations.Understand client requirements and coordinate with internal teams to develop suitable solutions.Prepare business proposals, presentations, company profiles, and partnership documents.Represent the company at meetings, networking events, conferences, and industry forums.Maintain regular communication with prospective and existing clients and partners.Coordinate with operations, management, and other departments to ensure smooth execution of business initiatives.Monitor business development activities and prepare regular reports for management.Contribute ideas and initiatives that improve the company's market presence, brand positioning, and long-term growth.Maintain a professional understanding of the company's services, capabilities, and competitive strengths.Required SkillsExcellent communication and interpersonal skills.Strong relationship-building and networking abilities.Good negotiation and presentation skills.Strategic thinking and problem-solving ability.Strong market research and analytical skills.Ability to work independently and collaboratively with different teams.Professional attitude with strong organizational and follow-up skills.Proficiency in MS Office / Google Workspace and basic business reporting tools.Preferred ExperienceBachelor's degree in Business Administration, Management, Marketing, or a related field.Prior experience in business development, client relationship management, partnerships, consulting, or a related role is preferred.Experience in the relevant industry will be an added advantage.What We OfferProfessional growth and career development opportunities.Opportunity to work with clients, partners, and industry professionals.A collaborative and professional working environment.Performance-based growth opportunities.Exposure to strategic business initiatives and market expansion project

As a Wealth Manager intern, you will play a key role in assisting individuals with managing their financial assets and investments. Your focus will be on helping clients achieve their financial goals through effective planning and advice.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients. Understand their financial needs and goals to provide tailored investment advice.- Investment Analysis: Assist in analyzing different investment options. Gather information about market trends and financial products to recommend suitable choices for clients.- Portfolio Management: Help manage client portfolios by monitoring performance and making adjustments as needed. Ensure that investment strategies align with clients' risk tolerance and objectives.- Financial Planning: Support in developing comprehensive financial plans for clients. This includes budgeting, savings strategies, and retirement planning.- Market Research: Conduct thorough research on financial products and market conditions. Keep informed about trends and news that might affect clients' investments.- Reporting: Prepare regular reports on client investments and market analysis. Communicate findings clearly to help clients understand their financial status.Required Skills and Expectations:You should be a recent 12th-grade graduate with a keen interest in finance and investment. Strong communication skills are essential for explaining complex concepts to clients. A proactive attitude and willingness to learn are highly valued. Basic knowledge of Microsoft Office applications and an eagerness to engage with clients will contribute to your success in this role. Freshers are welcome; this internship provides an excellent opportunity to gain hands-on experience in wealth management.

We are looking for a motivated Sales Manager with 3 to 9 years of sales experience to join our team in Noida Sector 63. The ideal candidate will lead the sales team and drive revenue growth while ensuring customer satisfaction.Key Responsibilities:- Lead Sales Team: Manage and guide a team of sales representatives to achieve sales targets and maximize performance.- Develop Strategies: Create and implement effective sales strategies to meet company goals and improve market penetration.- Client Relationship Management: Build and maintain strong relationships with clients to understand their needs and ensure satisfaction.- Sales Forecasting: Analyze sales data and market trends to provide accurate sales forecasts to senior management.- Training and Development: Provide training and support to team members to enhance their skills and knowledge in sales techniques.Required Skills and Expectations:The successful candidate will possess strong leadership and communication skills, with a proven ability to motivate and inspire a team. Experience in developing sales strategies is essential. The candidate should demonstrate analytical thinking to assess sales data effectively and possess excellent problem-solving skills. A customer-focused attitude and the ability to build relationships are crucial. As a male candidate, a commitment to achieving high standards is expected, along with a proactive approach to driving sales results. The ability to work full time from the office is required for this role.

Role: Business Development Executive (BDE)Industry Type: BankingDepartment: Sales & Business DevelopmentEmployment Type: Full Time, PermanentRole Category: BD / Pre SalesEducationUG: Any Graduate

Key ResponsibilitiesPortfolio Management & Relationship BuildingAct as a dedicated financial advisor to a portfolio of High-Net-Worth Individual (HNI) and retail account holders.Deepen existing client relationships by analyzing their financial goals, investment risk profile, and liquidity requirements.Maintain regular contact through face-to-face meetings, financial check-ups, and proactive service management.Revenue Generation & Product Cross-SellingDrive revenue across key core product verticals, including CASA (Current & Savings Accounts), Fixed Deposits, and Wealth Management products.Cross-sell third-party financial products, including Mutual Funds (AMFI/NISM products), Life Insurance, Health Insurance, and structured investments.Asset product sourcing including credit cards, home loans, personal loans, and business banking credit solutions.Client Acquisition & Business ExpansionAcquire new-to-bank (NTB) high-value individual and commercial clients through local field visits, personal network referrals, and digital leads.Participate in local branch outreach activities and corporate payroll acquisition drives.Compliance & Regulatory AdherenceEnsure all customer onboarding, financial transactions, and documentation strictly comply with KYC, AML (Anti-Money Laundering), and RBI regulations.Adhere to internal bank audit standards and transparent sales practices.Complete and maintain active mandatory regulatory certifications (NISM / IRDAI) as required for financial advisory roles.

We are seeking a Bancassurance Manager to join our team in Hyderabad. In this role, you will be responsible for enhancing our bancassurance partnerships and driving sales of insurance products through bank channels.Key Responsibilities:- Build Relationships with Bank Partners: Establish and maintain strong relationships with banking staff to facilitate effective communication and collaboration for selling insurance products.- Conduct Training Sessions: Organize and deliver training programs for bank employees, ensuring they have the necessary knowledge and skills to promote insurance offerings effectively.- Develop Sales Strategies: Create and implement sales strategies that align with the banks goals, aiming to boost insurance product sales through various channels.- Monitor Performance: Regularly track and analyze the performance of bancassurance initiatives, adjusting strategies as needed to meet sales targets.- Provide Customer Support: Assist bank clients with their insurance needs, addressing queries or concerns to ensure high customer satisfaction.- Collaborate with Internal Teams: Work closely with marketing and operations teams to create promotional materials and streamline processes for a smoother customer experience.Required Skills and Expectations:Candidates should possess excellent communication and interpersonal skills, enabling them to build rapport with bank teams and clients. A strong understanding of insurance products is essential, along with the ability to convey complex information clearly. Problem-solving skills and a proactive mindset will help in addressing challenges effectively. Candidates should be goal-oriented and adaptable to work in a dynamic environment, ensuring timely completion of tasks and adherence to deadlines. A basic knowledge of financial services and sales experience in a related field will be an added advantage.

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%