Cash Manager Graduate Jobs in Chennai

The Outlet Manager will be responsible for overseeing the day-to-day operations of the outlet in Chennai, India. Key responsibilities include managing staff, ensuring customer satisfaction, inventory management, and driving sales. The ideal candidate should have 5-10 years of experience in a similar role and hold a graduate degree. Strong leadership skills, excellent communication, and the ability to problem solve are essential for success in this role. The Outlet Manager is expected to maintain high standards of quality, service, and cleanliness while achieving sales targets and fostering a positive work environment.

Greetings From Probity Consultancy Relationship Manager - Wealth Management, Life insurance, Health insurance Experience - Min.1year Chennai * Good experience in sales * Good communication skills *** IF INTERESTED APPLY TO THIS POST OR CONTACT TO THE NUMBER MENTIONED ***

Position: Relationship Manager - Mutual Funds (B2B Sales)Department: SalesReports To: Sales HeadLocation: ChennaiEmployment Type: Full-TimeJob Summary:The Relationship Manager is responsible for acquiring, managing, and growing B2B relationships with financial intermediaries like financial advisors and institutional clients. The role focuses on driving mutual fund sales, providing tailored investment solutions, and ensuring long-term client satisfaction.Key Responsibilities:Client Acquisition: Identify and target financial advisors, wealth managers, and institutional clients.Relationship Management: Build and maintain strong client relationships to drive mutual fund sales.Sales Strategy: Develop and execute strategies to meet sales targets.Product Knowledge: Stay updated on mutual fund offerings and market trends to provide informed advice.Client Support: Offer ongoing support and service to ensure client satisfaction and retention.Requirements:Proven experience in B2B sales, preferably in financial services.Strong understanding of mutual funds and investment products.Excellent communication and relationship-building skills.

Responsibilities: Drive sales of Mutual Funds, Non Convertible Debenture, Fixed Deposits, SIPs, TPP, etc. Achieve aggressive sales targets set by the company. Develop and maintain relationships with clients to promote financial products. Provide financial advice and guidance to clients based on their needs. Stay updated on market trends and product knowledge.Requirements: Proven experience in sales, preferably in the financial services sector. Strong understanding of Mutual Funds, Non Convertible Debenture, Fixed Deposits, SIPs, TPP, etc. Excellent communication and interpersonal skills. Ability to work under pressure and meet deadlines. Relevant certifications or qualifications in finance or sales would be a plus.

1.New Wealth Client acquisition through Branches.2. Achieve revenue targets.3. Corporate Presentations & Tie-ups4. Regular Lead Generation Activities.

**Responsibilities:**- Identify and cultivate strategic partnerships.- Achieve turnover and income targets for assigned products.- Maintain consistent communication with clients via phone and email.- Ensure client retention through regular service calls.- Participate in marketing activities and promotional campaigns.- Cross-sell other organization products like Accommodation services & Student Loans.- Foster inter-departmental collaboration, providing feedback to the growth and marketing teams.**Requirements:**- Bachelor's degree with 4-5 years of experience in finance or fintech.- Demonstrable network in outbound student remittance market.- Sales experience, preferably in AD2 or sales profile.- Proficiency in MS Office, Excel, and PowerPoint.- Positive attitude, flexibility, and adaptability to a dynamic environment.- Willingness to work flexible hours.- Knowledge of forex, outward remittance, and markets (desirable).- Strong analytical skills and tech-savvy.**Benefits:**- Join a rapidly growing startup shaping company strategies.- Contribute to a global Ed-tech firm impacting thousands of lives.- Enjoy an exceptional work environment with significant responsibility and growth opportunities.- Collaborate with a young, dynamic, and passionate team.- Access industry-leading perks.

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.

Hiring for 3 Customer Relationship Manager Jobs in Chennai, Tamil Nadu,Banking Officer,Financial Services,Health Insurance Counselor,Mutual Funds Sales,Stock Broking, with minimum 1 Year Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Customer Relationship,Siebel,Marketing,MS CRM, Banking Officer,Financial Services,Health Insurance Counselor,Mutual Funds Sales,Stock Broking etc.Weekly 2 days offOther Benefits PF

- 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

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.

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.

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

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

1* Managing a mutual fund team of 5 members (SIP team, 3 RMs & 2 Telecallers). *Generating revenue through MF SIP & Lump sum. * New client acquisition. * Retaining existing client by providing proper market updates and portfolio management services. * Cross selling. 2 * Organizing IAP (Investor Awareness Program) to our priority client. * Preparing individual and team MIS, and reporting to Sales Head. *Prepare & submit a report on the activities during each month. *Minimum of 8 years of relevant experience in wealth management, including at least 5 years of leadership experience.*Excellent leadership and communication skills.*Having knowledge of Excel is essential for this position.*Proven track record of achieving targets and growing revenue.*Strong knowledge of financial planning and investment strategies.*Ability to motivate and inspire team members to achieve their goals.*Good command of oral and written English and the ability to converse freely and build rapport.*Experience in Sales process end to end is a plus

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.

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads