Branch Relationship Manager Job Vacancies in Surat

Job Role:1. Nurture relationships with mapped clients for investment needs.2. Track customer complaints and resolve escalated grievances on a day-to-day basis.3. Conducting 3-4 client meetings daily for revenue generation.4. Generating new sales leads through referrals from existing clients.5. Increasing customer engagement through cross-selling investment and non-investment products.6. Acquisition of new CASA customers.Job Mandates:1. Good communication & interpersonal skills.2. 1+ Yrs. exp. in CASA Acquisition/ Portfolio Management/Book Management from BFSI Industry3. Candidates with lesser notice period will be given preference.4. Age should be below 35 yrs. old.AMDEPUTY MANAGERRMPORTOFIOLO MANAGERRETAIL BRANCH BANKING

Nurture relationships with mapped clients for investment needs.Track customer complaints and resolve escalated grievances on a day-to-day basis.Conducting 3-4 client meetings daily for revenue generation.Generating new sales leads through referrals from existing clients.Increasing customer engagement through cross-selling investment and non-investment products.Acquisition of new CASA customers.

One of the Largest Equity Broking Corporates in India ... searching for #BranchManager/Branch Head for Mumbai , Pune , Surat , Amravati Sangli Kolhapur , ParbhaniCandidates from Banking, Insurance, and mutual fund industryRole: Territory Sales Manager Exp.: 5+yrs of Branch handling or Team handlingAbout Company:Company is a well-diversified financial service company in India & Abroad, offering one stop investment solutions in trading & investments. Company believes in growing with its clients and creating valuable relationships. Its about having the passion to go that extra mile and its about making the clients and partners a part of the family.Company offers advanced broking services across equity, derivative, cProfile:- Responsible for handling the branches of the cluster assigned and for managing all aspects of the business cycle.- Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service through the teams.- Key focus areas being: Getting teams to achieve customer acquisitions, activations, productivity on core broking and cross selling of third party products i.e. mainly insurance and investments.- Driving annual business numbers and making sure all the branches achieve the yearly targets.- Create and implement effective direct sales strategies toward achievement of sales objectives.- Responsible for P & L management.- Managing key customer relationships, building and sustaining investment relationships with High Net-worth Individuals and Corporate clients that include products like IPO, Bonds etc- Eyeing and working on learning and development of the teams at all levels.- Work force management: control attrition; provide growth path and making sure the budgeted manpower is on-boarded and branches are operating in full capacity.Candidate Profile:- 10-15 years of retail stock broking experience in the Indian market.- Should have leadership experience in the broking industry.

Key Responsibilities:CRM System Management:Oversee the company's CRM software and databases.Ensure accurate and up-to-date customer data records.Customize CRM system features to meet the needs of various departments.Customer Data Analysis:Analyze customer data to identify trends, preferences, and opportunities for improvement.Segment customers based on behavior, demographics, and other relevant criteria.Customer Engagement:Develop and implement CRM strategies to enhance customer engagement.Design and execute targeted email marketing campaigns and communication strategies.Monitor and respond to customer inquiries and feedback.Performance Tracking:Track and report on key CRM metrics, including customer retention rates, conversion rates, and customer lifetime value.Use data insights to make data-driven recommendations for improvement.Collaboration:Collaborate with marketing, sales, and customer service teams to ensure a unified customer experience.Provide CRM-related training and support to team members.Qualifications:Bachelor's degree in Marketing, Business, or a related field.Proven experience in CRM management or a related role.Proficiency in CRM software and tools (e.g., Salesforce, HubSpot, etc.).Strong analytical and data interpretation skills.Excellent communication and interpersonal skills.Detail-oriented and highly organized.

We are seeking a motivated and results-driven Touring Salesman. The successful candidate will be responsible for traveling to different locations and selling our products to potential customers. As a Touring Salesman, you will need to build relationships with customers, understand their needs, and provide them with the best solution possible.Responsibilities:Plan and execute sales routes to meet sales targets and increase revenueIdentify new business opportunities by researching potential customers and competitorsBuild and maintain relationships with customers to understand their needs and provide solutionsConduct product presentations to potential customers and provide them with accurate informationNegotiate prices and contracts with customers to maximize profitsKeep up-to-date with industry trends, product developments, and competitors' activitiesMaintain accurate records of sales and customer interactionsAttend trade shows and industry events to network and promote the company's productsRequirements:Proven experience as a Salesman or similar sales roleWillingness to travel extensively and work long hoursStrong communication and negotiation skillsExcellent customer service skillsAbility to work independently and as part of a teamKnowledge of sales techniques and principlesFamiliarity with CRM software and Microsoft Office SuiteValid driver's license and reliable transportationIf you are a self-motivated individual who enjoys traveling and building relationships with customers, we encourage you to apply for this exciting opportunity. We offer competitive compensation, benefits, and opportunities for career growth within the company.