BFSI Job Vacancies in Lucknow

We are seeking a motivated and skilled Relationship Manager to join our team in Lucknow. In this role, you will be responsible for building and maintaining strong relationships with clients to foster loyalty and ensure customer satisfaction.**Key Responsibilities:**- **Client Engagement:** Regularly interact with clients to understand their needs, address concerns, and provide support. Building rapport will help establish trust and encourage open communication.- **Portfolio Management:** Manage a portfolio of clients by tracking their accounts and keeping up-to-date records. This ensures that all client information is accurate and accessible for effective service delivery.- **Sales and Upselling:** Identify upselling opportunities within the existing client base. This involves understanding additional products that could benefit clients and promoting these offerings.- **Problem Resolution:** Handle any issues or complaints swiftly and effectively. This requires strong problem-solving skills to find satisfactory solutions while maintaining a positive client experience.- **Reporting and Analysis:** Prepare regular reports on client interactions, feedback, and sales performance. Analyzing this data helps in understanding client trends and improving service strategies.To succeed as a Relationship Manager, you should have strong interpersonal and communication skills, with the ability to listen and empathize with clients. Experience in customer service or sales is preferred, along with a proactive mindset. Being organized and detail-oriented will aid in managing multiple clients effectively. A minimum of 1 year of experience in a similar role is required.

We are seeking a motivated Banking Sales Executive to join our team in Lucknow. This entry-level position is ideal for individuals eager to grow their careers in the banking sector and engage with customers.Key Responsibilities:1. **Customer Engagement**: Actively reach out to potential clients to understand their banking needs and promote suitable products, helping to generate interest and build relationships.2. **Sales Target Achievement**: Work towards achieving monthly sales targets by effectively presenting banking services and closing sales, contributing to the overall growth of the branch.3. **Market Research**: Conduct research to identify market trends and competitor offerings, providing insights that can help enhance the bank

Hiring: Relationship Officer MSME / LAP / Housing LoanDepartmentSales AssetsDesignationExecutive / Senior Executive / Assistant Manager IReporting ToSales ManagerRole OverviewThe Relationship Officer will be responsible for sourcing quality customers as per business targets while strictly following bank processes and policies. The role requires strong coordination with internal teams and maintaining long-term customer relationships.Product CategoriesRO MSME / LAPMinimum 1 year experience in MSME Loan / Loan Against Property (secured business loans).Must be handling Direct Market Sourcing (DST model).Strong understanding of MSME / LAP products, documentation, and sourcing mechanism.Exposure to Affordable MSME / Affordable LAP is mandatory.RO Housing LoanMinimum 1 year experience in Housing Loan / Mortgage Loan (secured).Must be handling Direct Market Sourcing (DST model).Good understanding of Housing Loan products, documentation, and sourcing process.Exposure to Affordable Housing Loan segment is mandatory.Key ResponsibilitiesSourcing loan customers as per business plan and targets.Maintaining strict credit discipline and ensuring zero default.Monitoring loan portfolio through regular visits and utilization checks.Ensuring compliance with policies and procedures.Handling complete documentation and file processing.Maintaining accurate records and timely reporting.Resolving customer queries and ensuring satisfaction.Completing loan formalities including explanation of terms, signature collection, and documentation.Performing additional tasks assigned by management.Eligibility & CriteriaGraduation in any stream (mandatory).Minimum 1 year relevant experience with proper relieving letter.23 years BFSI experience preferred.Maximum age: 30 years.CIBIL score: 700 or above.Employment gap should not exceed 4 months.Candidates must join at similar CTC.Avoid candidates from Personal Loan, Credit Card, Fresher, or Unsecured Loan background.Salary & BenefitsSalary up to 25,000 per month (depending on experience & last CTC).Fuel AllowanceMediclaimTerm InsuranceDocuments RequiredAadhaar Card & PAN Card (Copy)Last 3 months payslips / Latest increment letterCurrent organization offer letterExperience & Relieving letter of previous organization

SBI CARD DEPARTMENTPROFILE-RELATIONSHIP EXECUTIVESALARY-16K TO 20K NTHLOCATION-LUCKNOWCANDIDATES REQUIRED ONLY SALES EXPERIENCE CANDIDATES

We Have Opening In HDFC Sales Pvt. Ltd.,Position Available is Home loan Sales Officer and loan officer.Job Description:HDFC Sales Private Limited is a wholly owned subsidiary of HDFC Bank,offering financial management solutions to individuals and corporations.It focuses on areas like mortgages, life and general insurance, and other financial products.Established in 2004, HDFC Sales has grown to over 380 locations across IndiaA home loan, also known as a mortgage, is a type of secured loan used to finance the purchase, construction, or improvement of a propertyHDFC Bank offers home loan interest rates starting at 8.45% p.a. The interest rate can vary based on the type of loan, loan amountWork :Key responsibilities include identifying potential clients, explaining loan options, and managing the loan application process from start to finish.For ex: You can generate the leads in Builders, Real Estate Agents, Property Broker, Direct Selling Agents Etc.Note: Graduation Mandatory

We are hiring for the leading life insurance company for Banca channel*Role & responsibilities:- Sells Insurance products in a bank sitting, advice customers on insurance options, and manages client portfolios.- Get business Through branch walking customers .- Collaborating with bank staff to identify potential insurance clients.- Presenting and selling Life insurance products to customers.- Providing excellent customer service and support throughout the sales process.*Age:- 21 to 38*Experience required:- 1 to year in life insurance sector*Qualification:- Any graduation

As a Sales Relationship Manager, you will be responsible for acquiring, managing, and nurturing relationships with customers to achieve sales targets for banking products. You will play a key role in driving revenue growth by identifying customer needs, offering suitable banking solutions, and ensuring a high level of customer satisfaction.**Key Responsibilities:**1. **Customer Acquisition & Sales:**- Identify and acquire new customers for various banking products including savings accounts, credit cards, loans, insurance, and investment products.- Conduct sales calls and presentations to potential customers to understand their financial needs and recommend suitable products.- Achieve and exceed sales targets set by the organization.2. **Relationship Management:**- Build and maintain strong, long-term relationships with existing customers.- Act as the primary point of contact for customers, providing them with personalized service and addressing their banking needs.- Regularly follow up with clients to ensure satisfaction and address any issues or concerns.3. **Cross-Selling & Up-Selling:**- Identify opportunities for cross-selling and up-selling additional banking products and services to existing customers.- Promote digital banking solutions and educate customers on the benefits of using online and mobile banking services.4. **Market Research & Analysis:**- Stay informed about market trends, competitor activities, and industry developments to identify new sales opportunities.- Provide feedback to the management team regarding customer preferences and product performance.5. **Compliance & Risk Management:**- Ensure all sales activities comply with the banks policies, regulatory requirements, and ethical standards.- Perform due diligence on customer profiles and transactions to prevent fraud and mitigate risks.6. **Reporting & Documentation:**- Maintain accurate records of sales activities, customer

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.Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation

Dear Candidates,we have an urgent opining for HR Recruiter for our own consultancy firm, Position- RecruiterExp- 0 to 1 years in Recruitment/cold callingjob type- Full time/ Work from homeSalary- 10k+Commision

Conducting market research to identify selling possibilities and evaluate customer needsActively seeking out new sales opportunities through cold calling, networking and social mediaSetting up meetings with potential clients and listening to their wishes and concerns

1. lead will be provided2. Educate the Customer about the product3. Cold calling to arrange meetings with potential customers to prospect for new business4. To close the leads provided by Company5. Lead Generate/ Lead Close

We are looking for 5 HR Recruiter Posts in Lucknow, Uttar Pradesh, Noida, Uttar Pradesh, Kanpur, Uttar Pradesh, Recruitment, shortlisting, BFSI, with deep knowledge in Head Hunting, Performance Appraisal, Screening, Recruitment, shortlisting, BFSI and Required Educational Qualification is : Other Bachelor Degree,

HIWE ARE HIRING FOR A LEADING FINANCIAL SERVICE JOB PROFILE - SALES OFFICER ( HOME LOAN )SALARY - 3.00 LPA TO 3.90 LPA +INCENTIVES (NCR )EDUCATION - GRADUATIONEXPERIENCE - MIN. 06 MONTHS IN ( BFSI , NBFC , DSA , FIN. TECH ) BANKING SALES , FINANCE , INSURANCE , ALL TYPES OF LOANS , GOLD LOAN , HL , PL , BL, LAP , ETC.LOCATION - 1. UTTAR PRADESH - VARANASI , LUCKNOW, KAUSHAMBI , HAPUR , MAHANAGAR , ALIGARH GORAKHPUR , UNNAO , JHANSI , AGRA , MEERUT , FAIZABAD , FIROZABAD ,LOCAL CANDIDATE REQUIRED*SEND YOUR RESUME TO -7869351832

Position : Sales OfficerRole and Responsibility: To monitor closely the HL data and Sell Home Loan To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. To ensure to source customers family details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint ownership of the customer at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrenderTarget Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation

Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ RenewalsJob Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender