Banking Sales Manager Jobs

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.

Job Title: Branch ManagerLocation: Surendranagar , GujaratExperience: Minimum 5 years in Banking or 2 years as Branch Manager and retired person also preferred.Job Summary:We are looking for an experienced and dynamic Branch Manager to lead branch operations, drive business growth, and ensure excellent customer service. The ideal candidate should have strong leadership skills, good knowledge of banking products, and experience handling branch operations and team management.Key Responsibilities:1. Business Development & SalesAchieve branch sales targets for deposits, loans, insurance, and other banking products.Identify new business opportunities and build relationships with customers.2. Branch Operations ManagementOversee day-to-day branch functioning including cash management, audit compliance, and regulatory guidelines.Ensure smooth operations, timely reporting, and adherence to RBI norms (where applicable).3. Team LeadershipLead, train, and mentor branch staff for improved productivity and service quality.Conduct regular performance reviews and ensure team achieves individual and branch goals.4. Customer Service & Relationship ManagementBuild strong customer relationships and ensure high customer satisfaction.Handle key customers, large accounts, and corporate relations in the region.5. Compliance & Risk ManagementEnsure full compliance with company policies and banking regulations.Monitor branch risks, overdue accounts, and implement corrective measures.Coordinate with audit teams and ensure zero non-compliance observations.Requirements and Qualification:Graduation mandatory; MBA/PGDM preferred (optional).Strong knowledge of retail banking, lending products, and operations.Excellent communication, leadership, and problem-solving skills.Ability to meet targets and manage business pressure.

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.

- Credit Card Sales & Customer Acquisition . - Corporate Tie-ups & Lead Generation. - Field Sales & Relationship Management . - Achieve Monthly Sales Targets.- Complete KYC & Documentation.

We are seeking a Banking Manager to join our team in Mumbai. This role is perfect for candidates with 0 to 2 years of experience who are passionate about building a career in the banking sector. A minimum education of 12th pass is required, and the job will be conducted in an office environment.Key Responsibilities:- Customer Service: Assist and guide customers with their banking needs, providing support for various products and services to enhance their experience.- Account Management: Oversee customer accounts, ensuring all transactions are processed accurately and efficiently, while also monitoring for any potential issues.- Sales and Promotions: Actively promote bank products such as loans, savings accounts, and credit cards to meet monthly sales targets and enhance customer satisfaction.- Compliance: Ensure that all banking operations comply with legal and regulatory requirements, maintaining the integrity of the bank's services.- Team Collaboration: Work closely with colleagues and management to share insights and strategies for improving customer relations and operational efficiency.Required skills and expectations include effective communication, both verbal and written, to interact with customers and team members. A proactive attitude is essential to address customer inquiries and resolve issues promptly. Candidates should possess strong organizational skills to manage multiple tasks and maintain attention to detail. Basic computer proficiency is necessary for handling banking software and maintaining accurate records. A willingness to learn and adapt to new challenges in the banking environment is also highly valued.

We are looking for a Bancassurance Manager to join our team in Mangalore. In this role, you will play a crucial part in building relationships between our banking partners and our insurance products. Key Responsibilities:- Develop and Manage Relationships: Establish strong bonds with bank staff to promote insurance products effectively, ensuring mutual growth and success.- Sales Strategy Implementation: Execute sales strategies to achieve business targets, including creating plans that motivate the sales team and enhance performance.- Training and Support: Provide training to bank employees on insurance offerings, ensuring they have the knowledge to sell products confidently.- Market Analysis: Conduct market research to identify trends and customer needs, enabling the formulation of tailor-made insurance products.- Performance Tracking: Monitor and analyze sales performance metrics, adjusting strategies as needed to meet or exceed business goals.- Collaboration with Teams: Work closely with various departments, including marketing and operations, to ensure seamless product delivery and service excellence.Required Skills and Expectations:Candidates should have 1 to 7 years of experience in sales or insurance, particularly in bancassurance. Strong understanding of insurance products and financial services is essential. Excellent communication and interpersonal skills are necessary to build relationships and work effectively within teams. Candidates should also possess analytical skills to evaluate market trends and performance data. A proactive attitude and the ability to motivate others will be highly valued in this role.

As a Branch Relationship Manager based in the Delhi NCR area, you will play a vital role in managing client relationships and driving business growth for our branch. This position requires a proactive and dynamic individual with a strong understanding of banking services and customer needs.Key Responsibilities:- Client Relationship Management: Engage with clients to build and maintain strong relationships, understanding their needs and providing tailored solutions.- Sales and Revenue Generation: Identify opportunities for cross-selling and upselling banking products, contributing to the branch's revenue goals.- Customer Service Excellence: Provide high-quality service to clients, addressing their queries and concerns promptly and effectively.- Performance Tracking: Monitor key performance indicators and report on progress to ensure targets are met and maintained.- Collaboration with Teams: Work closely with various departments to ensure clients receive comprehensive support and seamless service.- Market Analysis: Stay updated on market trends and competitor activities to identify new business opportunities.Required Skills and Expectations:Candidates should have a minimum of 1 to 7 years of experience in a relationship management role, preferably within the banking or financial services sector. An MBA or PGDM degree is essential. Strong communication and interpersonal skills are crucial for establishing rapport with clients. The ideal candidate should be target-oriented, with an aptitude for sales and customer service. Additionally, they should possess strong problem-solving skills and the ability to work effectively in a team-oriented environment while managing individual responsibilities.

Job Description: Business Development ManagerLocation: Remote (Mumbai preferred)Experience: 2-3 yearsRole Type: Full-time Business Development TeamCompany DescriptionVerbilab is an AI-first technology company focused on building innovative AI products, intelligent automation platforms, and next-generation software solutions that help businesses work smarter and scale faster. We are committed to transforming how organizations operate by leveraging artificial intelligence across communication, analytics, workflow automation, and decision intelligence.We foster a fast-moving, innovation-driven culture where creativity, ownership, and experimentation are encouraged. If you are passionate about building the future with AI and want to work on impactful products solving real business problems, Verbilab is the place to be.Key ResponsibilitiesStrategic Business DevelopmentDevelop and implement growth strategies to target key markets and verticals.Identify and pursue new business opportunities through networking, cold outreach, referrals, and inbound leads.Analyze market trends and competitor activities to inform business strategy.Sales ExecutionOwn and manage the full sales cycle: prospecting, pitching, negotiating, and closing deals.Build strong relationships with decision-makers across industries and present tailored business solutions.Create proposals, RFP responses, and sales presentations aligned with client needs.Client Relationship ManagementDevelop long-term partnerships with new and existing clients, ensuring ongoing satisfaction and retention.Act as a point of contact for escalations, ensuring issues are resolved efficiently and professionally.Maintain a customer-centric approach, aligning solutions to client pain points and objectives.Team Collaboration & ReportingCollaborate with marketing to align outreach campaigns and lead generation initiatives.Work closely with internal teams (e.g., Product, Operations, Customer Success) to deliver seamless solutions.Maintain up-to-date records in CRM systems and generate regular sales reportsWork Location: Remote

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%