Branch Banking Job Vacancies in Pune

As a Branch Relationship Manager, you will play a vital role in ensuring customer satisfaction and fostering strong relationships between clients and the bank. This position is based on the Mumbai-Bangalore Highway and is ideal for recent graduates or those with limited experience.**Key Responsibilities:**- **Client Engagement:** Engage with existing customers to understand their banking needs and provide tailored financial solutions, enhancing customer loyalty.- **New Customer Acquisition:** Identify and approach potential clients to expand the branchs customer base. You will actively promote banking products and services that match client requirements.- **Account Management:** Oversee customer accounts by ensuring accurate information and timely updates, allowing for effective service delivery and satisfaction.- **Cross-Selling Products:** Promote various banking and financial products, explaining features and benefits to clients, contributing to branch sales targets.- **Feedback Collection:** Gather customer feedback to identify areas for improvement in services or products, helping the branch enhance operational efficiency.- **Team Collaboration:** Work closely with fellow branch staff to ensure smooth operations, share insights, and achieve collective goals.Required skills and expectations include strong interpersonal and communication abilities, a customer-centric mindset, and the capacity to work in a team. A proactive attitude towards problem-solving and the willingness to learn about banking products are essential. Candidates should have a degree in fields such as Business Administration, Commerce, or any relevant discipline. Familiarity with banking services is a plus but not required as training will be provided.

Branch Manager - Oversee the daily operations of the branch, ensuring compliance with all regulatory requirements and internal policies.support to ensure efficient branch functioning.Sales and Business Development:Develop and implement strategies to achieve branch targets for liability products (RD, FD, CASA, DDS).

Branch ManagerExperience: 8-12 YearsLocation: Pune & Madhya PradeshIndustry : Laminate Job Description:Responsibilities:The Candidate shall be responsible for delivering Annual Sales Targets of the branch through various trade channels: Dealers, Sub-Dealers, Architects, interior Designers and Institutional Sales.Job Profile: Setting agreed annual targets based on value, product volume and channels (Dealers, Sub-dealers, Architects, Interior Designers, Corporate accounts) and meet defined target achievement quarter on quarter. Identify and appoint new channel partners and ensure achievement of targeted acquisition of new accounts and retention of new accounts by managing cordial relationship with the channel partners. Drive Primary & Secondary Sales through Team Manage sales and expense budgeting of the branch. Control cost and expenses to improve profitability Control credit by timely collection. Minimize revenue leakages through bad debts. Address disputes on time to minimize payment defaults. Minimize bad debt and credit to sales ratio. Conducting Influencer meets like carpenters, contractors, Architect / Interior development planning and responsible for execution. Competition tracking, product and services feedback, customer feedback, weekly and monthly reports as required by the management. Knowledge of working in CRM environment. If your expertise matches our job description, come join us at Dorby.hr@pegasuspanel.in

We are hiring for the leading life insurance company. Channel - BancaJob Responsibility-The Candidate will be assigned or tagged under 2 to 3 Branches of Bank.The candidate should work along with the Branch Manager and Team members of Bank and promote the life Insurance product to the Customers of Bank.The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue.Need to visit all the assigned branches.Must Criteria : Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales/ Banking/ Financial Services sales experienceQualification- Min GraduationAge - 22 to 35yrsCTC - up to 3.25LPA + 6000 travel allowancesLocations: (Colva, Porvorim, VARCA) - Goa, (Satara, Baramati, Kharadi) - Pune, CHIPLUN - Ratnagiri, Charkop - Mumbai, Chennai, JaipurKindly share your resume on 9759214470 or else mail on skywingsadvisors38@gmail.comRegardsAnjali

1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner.2. Set and monitor clear objectives to achieve the agreed sales targets for the partners.3. Help partners to generate and track leads, close sales.4. Help partners to upsell and cross sell to customers basis need analysis5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times6. Take regular feedback from partners and customers on satisfaction on selling process and products7. Review Sales plan of the partner and support their growth.

KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted

Overall Goal:Responsible for meeting the branch targets set and that all guidelines and regulatory requirements are followed.Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.Responsible for managing, training and motivating staff.Responsible to represent Kotak Bank whenever requiredBusiness Achievement and Development :- Ensure proper scoping is done and target/niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams- Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified :a) Attain SB nos and values- meet number and value targetsb) Attain CA nos and values in the area- meet number and value targetsc) Cross sell FDs to the customers of the Bank and achieve number and value targetsd) There is higher penetration of FD on individual customers of the branche) Salary accounts and NR accounts targets are also met- Ensure quality of sourcing is maintained and depletion rates are controlled.- Ensure that Salary credits reach or exceed the expect Salary Credit targets- Ensure that all managed portfolios (Preferred/Classic/Imperia, etc) are effectively managed through PB- s, RM- s, Imperia RM, IRM, Investment Advisors etc. and that set targets on each of the portfolios is reached.- Also, BM has to ensure seamless servicing of PBG & BBG raced HNW customers in coordination with the respective PBG/BBG RM & Supervisors.- Staff is made aware of the targets on the portfolio (Preferred/Classic/Imperia, etc), which includes Customer To Group Ratio and Income Generating Product Holding.- Ensure that the High Net-worth individuals are persuaded to avail the private banking products and services (advisory, etc)- Ensure that following customer and business reports are generated, reviewed and commitments met :a) CRAb) MARSc) CCM Updated

We are Looking for Sales Manager. 1. Meet and Pitch Rupeek Offering to Potential Customers.2. Build Trust By Handling Customer Objection.3. Co-ordinate with Central Team to Resolve Issues in On Going Transaction.

- To Manage the Banca sales through assigned Bank Branch- To Close The leads Provided By the Company- To Handle the walk-in customer- To Do Cross Selling of the Products- To do Cold calling on the lead based data

We have openings for Branch Sales Manager for one of the leading Global Insurance Bank in India.Job Title- Branch ManagerOpen Locations - Bangalore, Chennai, Hyderabad, Thane, Pune and BhopalSalary Range : 6.0 LPA - 10 LPA + Incentives Age : 23-38 yearsIndustry : ONLY SAHI GI INDUSTRYQualification: Any Graduate (Full Time)Job Responsibilities Unit Sales Manager;Job Type - OnsitePlease note that candidate should not have IRDI license.Roles and Responsibilities-Responsible for managing a team of unit sales managers assigned, who in turn will be managing the agents/brokers.Implementing the sales plan to achieve the desired sales objective for the channel.Achieving assigned PMS target through intermediaries mapped and intermediaries acquired by the USM.To actively solve problems/issues proactively and develop a strong relationship with the team and health agents.Interdepartmental coordination with other departments such as U/W, Claims, & Operations.

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.

Job Openings for 2 Branch Manager Jobs with minimum 2 Years Experience in Pune, Maharashtra, Pimpri Chinchwad, Pune, Maharashtra, Mortgage loan, Loan Against Property, Business Loan, having Educational qualification of : Higher Secondary, Other Bachelor Degree with Good knowledge in Retail Branch Banking, Branch Administration, Mortgage loan, Loan Against Property, Business Loan etc.,

The Branch Manager is overall in-charge & responsible for Business development and efficient running & managing of the branch including operations, Lending, Product Sales, cross sell, Customer Service, Security and Safety in accordance with the Company's objectives/Guidelines.He needs to ensure a superior level of customer relations and promote the sales and service culture.He needs to achieve individual, Branch and Region Targets /goals through implementation of new innovative /effective business strategies. Handling branch team, guide them, train them for best customer services. Handling HNI customers. Error-free audit reports and proper compliance being followed at the branch. Maintaining punctuality, discipline and high level of morality in tune with the ethics & values of Muthoot Group. Cost control.

We have vacant of 10 Branch Sales Manager Jobs in Rajahmundry,Warangal,Pune,Mumbai Experience Required : 2 Years Educational Qualification : Other Bachelor Degree Skill Direct Marketing,Branch Banking etc.

Job Openings for 3 Branch Manager Jobs with minimum 5 Years Experience in Pune, Maharashtra,Solapur, Maharashtra having Educational qualification of : Other Bachelor Degree, Post Graduate Diploma, M.B.A/PGDM with Good knowledge in Sales,Branch Operations,Branch Management,Retail Branch Banking,Center Management,Branch Handling, Time Management,Team Handling etc.

Direct all operational aspects including distribution operations, customer service, human resources, administration and salesAssess local market conditions and identify current and prospective sales opportunitiesDevelop forecasts, financial objectives and business plansMeet goals and metricsManage budget and allocate funds appropriatelyLocate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunitiesShare knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs.

We are looking for a skilled Branch in charge to undertake a variety of day-to-day office and clerical tasks. You will be an integral part in ensuring that our office operations run smoothly and are successful in supporting other business activities. An excellent office coordinator is, above all, an organized and competent professional with phenomenal communication skills. You will be comfortable dealing with people and able to carry out administrative duties with accuracy and speed. The goal is to ensure that office operations are efficient and add maximum value to the organization.Roles and Responsibilities Managing Operations and overall functioning of the branch. Handling attendance and visitors book & establish to HO. Handling day to day operations. Maintaining the attendance, Petty cash & vendor bills. Responsible to revert on client and internal queries through mail and calls. Responsible for dealing with External and Internal Auditors. Should have a track record of driving a branch towards higher profitability. Responsible for Cash handling & deposition Handling the team and support the team for admin part. Follow escalation matrix. Desired Skills Any graduate Good communication skills Banking credit card collection process knowledge 2 to 7 Years experience in managing branch Should have experience in team handling Should possess leadership and good inter-personal skills MS Office, MS Outlook, IT skills Good analytical Skills Mail communication

As a Branch Relationship Manager, you will play a crucial role in building and maintaining customer relationships to help drive business growth. Your main tasks will include:- **Customer Engagement**: Actively connect with clients to understand their needs and preferences, ensuring they receive excellent service tailored to their requirements.- **Account Management**: Oversee a portfolio of client accounts, addressing inquiries and resolving issues to foster strong and lasting relationships.- **Sales Support**: Collaborate with the sales team to achieve branch sales goals by identifying opportunities for cross-selling and upselling products.- **Market Research**: Gather feedback from customers and conduct market analysis to identify trends that can help improve services and contribute to strategic planning.- **Documentation and Reporting**: Maintain accurate records of client interactions and transactions, preparing reports on customer feedback and sales performance for management review.To succeed in this role, you should possess strong communication skills to effectively interact with clients and understand their needs. A proactive approach to problem-solving and a keen interest in financial services are essential. Additionally, you should be adaptable and open to learning about various financial products and services. A background in fields such as business administration, hotel management, or a related degree is preferred, along with a positive attitude and a strong drive to achieve results. You should be ready to work from the office and be committed to providing exceptional customer experience.

As a Branch Relationship Manager, you will play a key role in enhancing customer satisfaction and driving business growth. Your responsibilities will include:- **Building Customer Relationships**: Engage with clients to understand their needs and offer tailored solutions, ensuring a friendly and helpful experience.- **Managing Accounts**: Oversee customer accounts, providing support and assistance with inquiries about services, transactions, and product offerings.- **Identifying Sales Opportunities**: Recognize potential sales leads and work on strategies to promote products and services that meet customer needs.- **Collaborating with Team Members**: Work closely with other team members to share insights, coordinate efforts, and achieve branch goals cohesively.- **Monitoring Customer Feedback**: Collect and analyze feedback from clients to improve service delivery and resolve any issues promptly.- **Maintaining Reporting Standards**: Document interactions and transactions accurately, ensuring compliance with company policies and procedures.To excel in this role, you should possess strong communication and interpersonal skills, enabling you to build rapport with clients. A customer-oriented mindset is essential, along with problem-solving abilities to address client concerns effectively. You should also have basic knowledge of financial products and a willingness to learn. Candidates should hold a degree in relevant fields such as B.A, B.Com, B.B.A, B.E, or other specified disciplines. Being proactive, adaptable, and having a team-oriented attitude will greatly benefit your success in this position.

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

We are hiring for leading life insurance company for direct channel*Designation:- Financial planning manager Assistant sales managerRoles and Responsibilities1.Achieving sales target through assigned leads , which may be self-generated or generated by Branch operations, call centers and other sources2.Meeting prospective customers in the assigned geographies to understand their financial needs and selling insurance solutions3.Ensure timely communication and discussion on targets assignedAge Limit- 21 to 38Experience required:- 1 to 2 year in BFSI sectorQualification:- any graduation