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Manager Corporate Banking Jobs

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  • 1 - 7 yrs
  • 4.5 Lac/Yr
  • Delhi NCR
Corporate Banking Branch Banking Business Development Bancassurance Agency Sales Retail Branch Banking
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.
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  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Mumbai
Corporate Sales Channel Sales Direct Sales Lead Generation B2B Sales Negotiation Skills Revenue Generation Sales Business Development Client Acquisition Cross Selling Banking Sales
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
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Looking For Banking Manager

K Raghav and Associates

  • 4 - 5 yrs
  • 5.0 Lac/Yr
  • Aliganj Lucknow
Banking Assistant Banking Sales Banking Finance Corporate Bank
Job Title: Bank ManagerJob Summary:The Bank Manager is responsible for overseeing the daily operations, business growth, andoverall performance of the branch. This role requires leadership, strategic planning, and adeep understanding of banking products, services, and regulations. The manager will drivecustomer satisfaction, ensure operational efficiency, and achieve financial targets whilemaintaining compliance with banking policies and regulatory requirements.Key Responsibilities:1. Branch Operations Management:o Oversee and manage the daily operations of the branch to ensure smoothfunctioning.
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  • 3 - 3 yrs
  • 6.0 Lac/Yr
  • Greater Noida
Corporate Sales b2b Marketing Marketing Communication Lead Generation Direct Sales Channel Sales B2B Sales Cross Selling Revenue Generation Banking Sales Sales Business Development IT Sales Negotiation Skills Field Sales Interpersonal Skills
We are looking for a Business Development Manager to join our team in Greater Noida. This is a full-time position that requires an experienced individual with a strong background in business development. **Key Responsibilities:**- **Identify New Business Opportunities:** Research and analyze market trends to find new prospects and opportunities for growth in the business.- **Build and Maintain Client Relationships:** Establish strong relationships with clients to understand their needs, ensuring long-term partnerships and customer satisfaction.- **Develop and Execute Strategies:** Create business strategies to increase sales, enhance market presence, and improve service delivery, aligning with the company's goals.- **Collaborate with Teams:** Work closely with marketing, sales, and product development teams to ensure alignment and effective implementation of business initiatives.- **Monitor Industry Trends:** Stay updated on industry trends and competitors to help shape marketing strategies and company offerings.- **Prepare Reports and Presentations:** Create detailed reports and presentations for senior management to provide insights on business development efforts and results.**Required Skills and Expectations:**Candidates should have at least 3 years of experience in business development, with a background in M.B.A/PGDM or M.Tech. Strong communication and negotiation skills are essential for building client relationships. The ideal candidate will be analytical, detail-oriented, and able to work independently as well as part of a team. A proactive attitude and the ability to adapt to changing market conditions are crucial. The position requires a male candidate who is ready to work full-time from the office.
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Hiring For Senior Bank Branch Manager

Indievisa Immigration Services Pvt Ltd

  • 5 - 25 yrs
  • 100.0 Lac/Yr
  • Singapore
Manager Bank Manager Branch Manager Banking Assistant Banking Officer Bank Operations Officer Bank Officer Banking Executive Banking Associate Banking Finance Banking Advisor Bank Operation Executive Banking Process Corporate Banking Corporate Bank Banking Sales
Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institutions policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.
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  • 2 - 8 yrs
  • 40.0 Lac/Yr
  • Canada
Banking Manager Banking Officer Bank Officer Bank Banking Relationship Manager Manager Corporate Banking
Banking, credit, and other investment managers plan, organize, direct, control, and evaluate the activities of financial departments within such establishments.Required Candidate profileAge below 50 yearsMin 2 Years of ExperienceAt least a Bachelor/DiplomaExcellent communication skills
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  • 8 - 14 yrs
  • Bangalore
Financial Analysis Budgeting Forecasting Compliance ExcelERP Systems Financial Planning Corporate Finance Trade Finance Management Trade Finance Finance Accounts Tally Banking Finance Treasury
Key Responsibilities:Manage financial planning, budgeting, and reportingMonitor cash flow, expenses, and profitabilityEnsure compliance with financial regulationsBrief Summary:Handles financial health, planning, and strategic decision-making.
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  • 8 - 10 yrs
  • 12.0 Lac/Yr
  • Mumbai
Retail Sales Channel Sales b2b Marketing Marketing Communication Direct Sales Lead Generation Interpersonal Skills Field Sales Negotiation Skills IT Sales B2B Sales b2c Marketing Cross Selling Revenue Generation Banking Sales Sales Business Development Client Acquisition Corporate Sales
Hiring: Senior Business Development Head Location: Lower Parel Experience: 8-10 Years Industry: Pumps / Industrial Equipment / MEP / Water Management SolutionsCTC : 9- 12 LPAOur client is looking for a dynamic and strategic leader to drive national market expansion and revenue growth across India. This is a high-impact leadership role for someone who thrives in scaling businesses, building strong distribution networks, and leading high-performing teams.
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Relation Manager (1-2 Years)

Pacific Placements and Business Consultancy Pvt. Ltd.

  • 1 - 2 yrs
  • Pune
Corporate Banking Strategic Planning Stock Broking Stock Market Business Strategy Interpersonal Skills Problem Solving
A Relationship Manager (RM) builds and maintains strong, long-term relationships with clients, acting as the primary point of contact to ensure satisfaction and retention. They drive business growth by identifying client needs, upselling services, and meeting sales targets while resolving client issues and providing strategic, tailored solutions. Key ResponsibilitiesRelationship Management: Cultivating high-value relationships with existing clients to ensure retention and satisfaction.Business Development: Identifying new business opportunities, acquiring new clients, and achieving sales targets through cross-selling/upselling.Client Consultation: Understanding client needs, offering tailored solutions, and providing regular product/service consultations.Issue Resolution: Acting as the escalation point to resolve complaints or service issues promptly.Analysis & Reporting: Analyzing client data to monitor account performance, prepare reports, and identify trends or opportunities for growth.Collaboration: Working with internal teams (marketing, support, sales) to ensure seamless service delivery
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Business Development Manager - Hyderabad

SitaRatnam World Of Technologies Private Limited

  • 3 yrs
  • 12.0 Lac/Yr
  • Hyderabad
Channel Sales Marketing Communication Interpersonal Skills B2B Sales Negotiation Skills Corporate Sales Banking Sales b2c Marketing Sales Business Development b2b Marketing
We are looking for a Business Development Manager in Hyderabad. This position requires a motivated individual who can drive growth and establish strong relationships with clients. A strong educational background is essential, with candidates encouraged to have degrees in areas like Business Administration, Architecture, or Engineering.**Key Responsibilities:**- **Identify New Business Opportunities:** Research and analyze market trends to find potential customers and areas for expansion. This is crucial for increasing business reach.- **Build Client Relationships:** Develop and maintain strong relationships with clients through effective communication and regular follow-ups. Strong relationships help secure long-term partnerships.- **Create Strategic Plans:** Collaborate with team members to formulate and execute business development strategies that align with company goals. Strategic planning sets the groundwork for success.- **Prepare Business Proposals:** Draft compelling proposals and presentations that meet client needs and highlight our services. Well-prepared proposals can significantly influence client decisions.- **Achieve Sales Targets:** Work towards meeting and exceeding sales targets, contributing to overall company growth. Meeting targets is essential for career development and company success.**Required Skills and Expectations:**The ideal candidate should have excellent communication and negotiation skills, enabling them to interact effectively with clients. Strong analytical abilities are needed to assess market conditions and develop informed strategies. A self-starter attitude, along with teamwork capabilities, is essential for success. Familiarity with CRM software and sales tools will be an advantage. A background in sales or marketing is beneficial, but we welcome fresh graduates eager to learn and grow in the business development field.
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  • 3 - 5 yrs
  • 8.0 Lac/Yr
  • Delhi NCR
Retail Sales Corporate Sales Channel Sales b2b Marketing Marketing Communication Direct Sales Lead Generation Interpersonal Skills Field Sales Negotiation Skills IT Sales B2B Sales b2c Marketing Cross Selling Revenue Generation Banking Sales Sales Business Development Client Acquisition
We are expanding into Hyderabad and seeking an experienced Business Development Manager tolead our market entry, build a high-performing team, and drive business growth. Thisrole blends leadership, relationship-driven business development, and strategic sales ensuring webuild lasting partnerships and convert high-value opportunitiesinto successful projects.Key Responsibilities:Market Development & Networking Develop and expand our professional network in Hyderabad by engaging witharchitects, designers, builders, and other industry stakeholders. We believe inbuilding rapport and not just product-oriented meetings. Represent the company in high-level meetings,showroom visits, and industry events as andwhere required. Maintain a strong presence in Hyderabad and nearby areas to position our brand as thepreferred choice for premium Facing Bricks.
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  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Surajpur Site C Industrial Greater Noida
Retail Sales Channel Sales Corporate Sales Interpersonal Skills Negotiation Skills B2B Sales Cross Selling Banking Sales Lead Generation Sales Business Development Revenue Generation b2c Marketing b2b Marketing Marketing Communication Client Acquisition Direct Sales IT Sales
Key Responsibilities:Generate new business opportunities in the manufacturing industryHandle customer pitching and product presentationsManage quotation preparation and price negotiationCoordinate with internal teams for smooth order processing and executionMaintain strong client relationships and ensure customer satisfactionAchieve sales targets and contribute to overall business growthConduct market research to identify new leads and opportunitiesSkills Required:Strong communication and negotiation skillsBasic understanding of manufacturing processes Good coordination and interpersonal skillsAbility to work independently and meet deadlines
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  • 0 - 1 yrs
  • 3.5 Lac/Yr
  • Asansol
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
A Branch Relationship Manager (BRM) is a key role within banks, financial institutions, and service-based companies, responsible for maintaining and growing customer relationships at the branch level. They focus on ensuring excellent service, sales performance, and customer satisfaction, often acting as the face of the branch for many clients.Key Responsibilities:Customer Relationship Management:Build and maintain strong, long-term relationships with new and existing clients.Understand clients financial needs and offer appropriate products and services (e.g., loans, savings accounts, credit cards).Provide personalized services to enhance customer satisfaction and retention.Sales and Business Development:Identify and pursue new business opportunities to meet sales targets.Cross-sell and up-sell banking products (such as mortgages, insurance, or investment products).Achieve branch sales goals and KPIs by engaging with both individual and business clients.Client Onboarding and Account Management:Assist clients in opening new accounts, ensuring compliance with all legal and regulatory requirements.Guide clients through the process of applying for loans, mortgages, and other banking products.Monitor clients' account activities and provide ongoing advice as needed.Service Excellence:Address and resolve customer complaints and issues promptly and efficiently.Ensure clients receive the highest level of service during their interactions with the branch.Act as a liaison between customers and other bank departments to fulfill clients needs.Team Collaboration & Training:Work closely with branch staff, including tellers, customer service representatives, and other managers, to ensure smooth branch operations.Provide guidance and training to junior staff on customer service best practices.Help ensure team members meet their targets by providing insights and support.Operational and Compliance Tasks:Ensure that all transactions and activities comply with internal policies, regulatory requirements, and industry standards.Oversee the accurate documentation and processing of transactions.Maintain up-to-date knowledge of banking products and market trends.Reporting & Performance Monitoring:Track and report on branch performance, including sales figures, customer satisfaction, and other KPIs.Provide feedback to branch management regarding branch performance, opportunities, and challenges.Required Skills:Strong Communication Skills:Ability to communicate clearly and persuasively with clients and internal teams.Sales and Negotiation Skills:Proven ability to sell banking products and services, with a focus on customer needs.Comfort with negotiating terms and conditions with clients.Customer-Centric Mindset:Strong commitment to providing excellent customer service.Ability to build trust with clients and offer solutions tailored to their financial needs.Analytical Skills:Ability to assess clients' financial positions and recommend the right products or services.Strong attention to detail when handling accounts and financial data.Leadership and Teamwork:Ability to lead by example and support branch staff to meet shared goals.Collaboration with other departments (e.g., operations, marketing) to ensure comprehensive customer service.Problem-Solving:Quick thinking and problem-solving ability to resolve customer issues effectively.Technical Proficiency:Familiarity with banking software and CRM tools.Competence in using office tools such as MS Office and any relevant banking platforms.Qualifications & Experience:Educational Background: Typically requires a bachelors degree in business, finance, economics, or a related field.Experience: At least 2-3 years of experience in banking, finance, or customer relationship management. Previous experience as a relationship officer, sales officer, or personal banker is highly valued.Certifications: Some roles may require certifications in finance or banking.Work Environment:Branch Relationship Managers work at bank branches, and may be required to work flexible hours, including weekends, depending on branch hours.They often work in a team environment, reporting to the Branch Manager or Regional Manager.In summary, the role of a Branch Relationship Manager is crucial for driving business growth, ensuring customer satisfaction, and maintaining strong relationships with clients. The job requires a combination of sales, customer service, and leadership skills, along with the ability to meet sales targets and comply with regulatory guidelines.
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  • 1 yrs
  • 4.5 Lac/Yr
  • Nagpur Road Wardha
Retail Sales Field Sales Lead Generation Marketing Communication Corporate Sales b2b Marketing Cross Selling Sales Business Development Banking Sales Client Acquisition Revenue Generation
Job Title: CASA Business Development Manager (BDM)Company: IndusInd BankLocation: Nagpur, MaharashtraExperience RequiredMinimum 1 year experience in Banking or NBFCCASA sales experience mandatoryJob ResponsibilitiesSaving Account & Current Account (CASA) acquisitionField sales activities and new customer onboardingAccount opening, KYC & documentation processMonthly CASA targets achieve karnaBranch team ke saath coordination & daily reportingSalary & IncentivesCTC: 2.25 LPA 4.50 LPAIncentive: Upto 1,00,000 (performance based)Candidate RequirementsBanking / NBFC backgroundField sales experienceGood communication skillsLocal area knowledgeTwo-wheeler preferredImmediate / short notice joiners preferredContact for Interview Call / WhatsApp: 7709767841
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Business Relationship Manager

Jobs N Ta Hr Services

  • Fresher
  • 2.8 Lac/Yr
  • CochinSuburb Ernakulam
Corporate Sales Banking
Business Relationship Manager Life Insurance (Fresher Role) Location: Cochi Role: Business Relationship Manager Industry: Life Insurance Sales Qualification: Graduation required Salary: Maximum 2.75 LPA Experience: Freshers willing to work in Life Insurance Sales can apply Key Skills:Good communication & interpersonal skillsInterest in sales and customer relationship managementGoal-oriented and self-motivated
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  • 0 - 1 yrs
  • 4.8 Lac/Yr
  • Bhubaneswar
Corporate Banking Branch Banking Retail Branch Banking Branch Administration Business Development
Key Responsibilities:1. Manage relationships with corporate clients: As a Branch Relationship Manager, you will be responsible for building and maintaining relationships with corporate clients to ensure their banking needs are met efficiently.2. Oversee branch banking operations: You will oversee branch banking operations, including managing customer transactions, resolving customer queries, and ensuring smooth functioning of the branch.3. Drive business development initiatives: You will drive business development initiatives to attract new clients, cross-sell banking products, and achieve branch targets.4. Handle branch administration tasks: You will handle branch administration tasks such as managing inventory, coordinating with vendors, and ensuring compliance with regulatory requirements.5. Provide excellent customer service: You will provide excellent customer service to enhance customer satisfaction and loyalty.Required Skills and Expectations:1. Strong communication skills: Ability to effectively communicate with clients, colleagues, and senior management.2. Good analytical skills: Ability to analyze data, identify trends, and make informed decisions.3. Customer-centric approach: A customer-centric approach to understand and fulfill customer needs.4. Relationship management skills: Ability to build and maintain relationships with clients and colleagues.5. Knowledge of corporate and retail banking: Understanding of corporate banking, branch banking, and retail branch banking concepts and operations.
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Finance Manager

Sai Industries

  • 2 - 5 yrs
  • 4.3 Lac/Yr
  • Ranjangaon Pune
Banking Finance Trade Finance Finance IFRS Corporate Finance International Finance Trade Finance Operations Financial Planning Financial Modelling Trade Finance Management Treasury
JOB DESCRIPTION ACCOUNT & FINANCE MANAGERSai IndustriesPosition OverviewThe Account & Finance Manager will drive the financial stewardship of Sai Industries by ensuring strong accounting controls, accurate reporting, and seamless coordination between finance, purchase, sales, and operations. The role demands ownership, discipline, and a deep understanding of industrial-sector transactions including GST, TDS, vendor management, costing, and bank compliance.Key Responsibilities1. Financial Accounting & ReportingManage end-to-end accounting operations (AP/AR, ledger scrutiny, reconciliation).Prepare monthly, quarterly, and annual financial statements.Maintain accurate books in Tally ERP/Prime with zero error tolerance.Conduct MIS reporting for management: sales, outstanding, cash flow, profitability.Track daily expenses and maintain strict cost discipline across departments.2. Taxation & ComplianceOversee complete GST management: GST purchase/sales reconciliation, GSTR-1, GSTR-3B, annual returns.Handle TDS deduction, payment, challan filing, and quarterly TDS returns.Ensure statutory compliance with ROC/Income Tax/Professional Tax.Coordinate with external CA for audits, financial reviews, and statutory submissions.3. Banking & Treasury ManagementManage daily bank operations: payments, RTGS/NEFT, cheque entries, and fund allocation.Ensure smooth vendor payments aligned with company cash-flow strategy.Prepare weekly and monthly cash-flow projections.Maintain banking relationships, OD limits, CC accounts, and documentation.4. Budgeting & ForecastingPrepare annual budget and monthly forecasting models.Monitor budget deviations and propose corrective action.Develop cost-saving strategies without compromising operational efficiency.5. Vendor, Customer & Internal CoordinationValidate vendor invoices with PO/GRN/DC before processing.Ensure customer credit management, ageing control, and follow-up on outstanding payments.Coordinate with Store, Purchase, Sales, and Dispatch teams for smooth financial flow.Resolve disputes related to rates, quantities, debit notes, and credit notes.6. Internal Controls & Process ImprovementImplement strong internal financial controls and audit trails.Drive process improvements in billing, documentation, and reporting.Standardize financial SOPs for Sai Industries growing operational scale.Ensure discipline in documentation: POs, DCs, contracts, expenses, and vendor files.7. Payroll & HR Finance SupportOversee monthly payroll processing, attendance validation, deductions, and salary disbursement.Maintain statutory records: PF/ESIC/PT (if applicable).Handle full & final settlements for resigned employees.Required Skills & CompetenciesStrong command over Tally ERP/Prime, GST, TDS, banking, and accounts finalisation.Advanced knowledge of Excel (VLOOKUP, Pivot Table, MIS dashboards).Ability to work under pressure with high accuracy and ownership mindset.Strong communication and coordination skills across departments.Problem-solving attitude with traditional financial discipline and control.Understanding of industrial billing, BOQ costing, margin calculations, and client documentation.QualificationsB.Com / M.Com / MBA (Finance) / CA Inter preferred.Minimum 2-5 years of experience in accounts & finance (industrial or manufacturing sector preferred).Hands-on experience with GST, TDS, MIS, budgeting, and finalization.Salary Range (Recommended)28,000 - 45,000 per month (based on experience and competency).Work LocationSai Industries Plot no A-36 Ranjangaon MIDC Tal - Shirur Dist - Pune 412220 near mazak india companycontact - 9072090793 / 9272090797
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  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Nashik
Corporate Banking Customer Relationship Branch Administration Microsoft Excel Marketing Routing Client Servicing Customer Care Strategic Thinking Problem Solving Leadership Skills Revenue Expansion Analytical Skills
I. Position SummaryThe Client Relationship Manager acts as an advocate for the client within the organization and a representative of the company to the client. This role is crucial for ensuring client needs are consistently met, service delivery is high-quality, and the business relationship remains profitable and enduring.II. Key ResponsibilitiesA. Relationship Development and RetentionPrimary Contact: Serve as the lead point of contact for all matters specific to assigned clients, building strong, long-lasting relationships based on trust and mutual understanding.Client Needs Analysis: Deeply understand client objectives, strategic plans, and operational needs to better position company products/services.Proactive Engagement: Schedule regular meetings and check-ins (virtual and in-person) with key client stakeholders to review performance, gather feedback, and address concerns before they escalate.Conflict Resolution: Quickly and effectively handle difficult client requests or escalated issues, coordinating with internal teams to provide timely and satisfactory solutions.B. Account Growth and StrategyStrategic Planning: Develop and execute strategic account plans aimed at maximizing client value, retention, and loyalty.Upselling & Cross-selling: Identify and pursue new sales opportunities within existing accounts by introducing additional products, services, or upgrades.Negotiation: Negotiate contracts and agreements to maximize profit while maintaining client satisfaction.Forecasting: Assist in forecasting revenue from existing clients and tracking key account metrics.C. Internal Coordination and ReportingInternal Liaison: Coordinate with various internal departments (e.g., Sales, Product, Service Delivery, Finance) to ensure consistent service levels and that client expectations are met.Reporting: Prepare detailed reports on account status, client health metrics (e.g., churn risk, satisfaction scores), and project progress for management.Documentation: Maintain accurate, up-to-date records of all client communications, activity, and account status in the CRM system.
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Business Development Manager

Krystalone Fintech Pvt Ltd

  • 1 - 2 yrs
  • 5.0 Lac/Yr
  • Navi Mumbai
Direct Sales Field Sales B2B Sales Banking Sales Sales Business Development Corporate Sales
Business Development ManagerKey Responsibilities:1. Sales and Lead Generation:o Identify and prospect new clients (both individual homebuyers and real estate developers).o Build and maintain a pipeline of qualified leads through various channels, including referrals, networking, and online platforms.o Generate sales by actively reaching out to potential customers and offering tailored home loan and mortgage loan products.2. Customer Relationship Management:o Build long-term relationships with clients, ensuring excellent customer service.o Provide guidance and support to clients throughout the loan process, from pre-qualification to closing.3. Collaboration with Real Estate Professionals:o Partner with real estate agents, property developers, and other industry professionals to drive loan sales.o Attend industry events, networking meetings, and seminars to promote the companys loan products.4. Market Research and Analysis:o Keep up to date with market trends, interest rates, and customer preferences.5. Loan Product Knowledge:o Have in-depth knowledge of different types of home loans and mortgage products, such as fixed-rate, adjustable-rate, FHA loans, etc.6. Negotiation and Closing:o Negotiate terms and conditions with clients.7. Achieving Targets and Reporting:o Set and achieve sales targets (monthly, quarterly, or annual).o Report on sales progress, pipeline status, and customer feedback to senior management.8. Team Building / Recruitment and Networking:o Hire a potential candidate and recruit them in your team to achieve the monthly target.o Building your own network and getting the business done through that.Required Skills and Qualifications: Home loans or Mortgage Loan sales Experience Strong verbal and written communication skill in English Ability to address client concerns and find creative solutions to meet their needs. A bachelor's degree in business, finance, or a related field is often preferred.Desired Experience: Experience in financial services, particularly in home loan or mortgage sales. A background in real estate or lending could be an advantage.Salary RangeAs per your experience and Interview.Contact Email Id - Hr@krystalone.com, Address - 313 3rd Floor Vardhaman Chambers Vashi Navi Mumbai 400703.Contact - 022-49715990 / 9372951821
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Sales Manager - Kolkata

Prerana Hr Solution

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Kolkata
Health Insurance Life Insurance General Insurance BFSI Banking Sales Direct Marketing Channel Sales Corporate Sales Direct Sales Retail Sales Customer Relationship Marketing Field Sales Cross Selling Communication Skills Sales Target Sales
Recruitment of the New agents and engaging with the existing agentsPlanning and devising the local scheme and engagement program for AgentsEnsuring the agents productivity and activationProduct Training to agent and agents life cycle managementBrand development by conducting sales campaignsEnsure Nil discrepancy and high customer service satisfactionEnsuring meeting of the goal sheet targets month on month basis
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Unit Sales Manager

Prerana Hr Solution

Direct Marketing Corporate Sales Channel Sales Insurance Sales BFSI Banking Sales Walk in
Job Description :-- Handling Bank Branch for Life Insurance Products.- Relationship building with employees and branch managers of the concerned bank and to keep them motivated for business generation- Increase sales of insurance products through assigned Bank Branch and devising plans to increase insurance sales through Bank staff andcustomers- Getting leads from allotted Bank Branch and source business through direct marketing techniques.- Support branch employees in their sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc- Spearhead all lead generation initiative from the bank whether through walk in, data-mining, referrals and others.- Joint Calls with bank branch staff for sales of Insurance Products.- Training of Branch Employees on regular basis on insurance products.- 8-10 branches will be tagged to employee of Indian Bank.Desired profile of the candidate:-- Experience- Min 1 year- Any graduate- Good Communication Skills- Excellent customer handling Skill.- Should be goal oriented- Presentable- Should be willing to travel- Should have a two wheeler- Should have a smart phone
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Relationship Manager

Prerana Hr Solution

Corporate Banking Good Communication Skill Fresher BPO Executive Banking Relationship Digital Banking Walk in
Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.Call handling as per defined standards.Accurate resolution for customer queries.Promoting Digital Banking services for a superior customer service experience.Profiling of customers in order to aid right cross-servicing of Bank productsAccurate logging and resolution of complaints.Attrition control of customers.Regular interactions with the customers and pro-actively assessing customer needs.Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.Ensure portfolio quality of relationship while racing considering eligibility.Monitor large amount movements and account closure from the deposit accounts.Ensure retention of customers Achievement of portfolio parametersMeet the defined objectives of the Portfolio managed by the respective VRM Sales Right cross-sell of products basis profiling and engagement.Penetration of products across groups.Sales across all product segments-TPP, Assets, Cards etc.Acquiring & grouping of all related IDs of the Primary ID.Use of triggers to track maturity of FDs, movement of CASA balances etc. and prevent outflow.Ensure Staff are trained on product knowledge and requisite certifications.Income to be generated at a customer level.Interaction QualityAchieve Quality benchmarks defined from time to time.Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.Audit and Service QualityEnsure all laid down system and process are followed as stipulated by Audit and Senior ManagementEnsure accurate and timely submission of financial transactions & requests.Adherence to set processes of updating customer interactions in CRM next. MIS ReportingEnsure timely submission of Customer base review / reports as requested
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Corporate Agency Manager

Prerana Hr Solution

Sales Director Insurance Advisor Insurance Agent Banking Finance Credit Card Loan Officer Sales Marketing Agency Manager Walk in
We Required Candidates for HDFC Life Insurance, OdishaDesignation: CAM / Sr. CAM Channel: Banca Channel (Yes Bank) Salary: Upto 3.75 to 4.50 LPA + Incentive Eligibility: Any Graduate with Minimum 2 years of sales experience in Life Insurance onlyMale & Female both can apply but should be Local CandidatesJob Location: Berhampur, Bhubaneswar & PuriAge Between 24 to 36 years
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  • 3 - 5 yrs
  • 8.0 Lac/Yr
  • Hyderabad
Retail Sales Corporate Sales Channel Sales b2b Marketing Marketing Communication Direct Sales Lead Generation Interpersonal Skills Field Sales Negotiation Skills IT Sales B2B Sales b2c Marketing Cross Selling Revenue Generation Banking Sales Sales Business Development Client Acquisition
We are expanding into Hyderabad and seeking an experienced Business Development Manager tolead our market entry, build a high-performing team, and drive business growth. Thisrole blends leadership, relationship-driven business development, and strategic sales ensuring webuild lasting partnerships and convert high-value opportunitiesinto successful projects.Key Responsibilities:Market Development & Networking Develop and expand our professional network in Hyderabad by engaging witharchitects, designers, builders, and other industry stakeholders. We believe inbuilding rapport and not just product-oriented meetings. Represent the company in high-level meetings,showroom visits, and industry events as andwhere required. Maintain a strong presence in Hyderabad and nearby areas to position our brand as thepreferred choice for premium Facing Bricks.
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Relationship Manager

Pacific Placements and Business Consultancy Pvt. Ltd.

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Kolhapur
Good English Communication Good Personality Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management Relationship Manager Walk in
TASKS OF RELATIONSHIP MANAGERAdvise retail clients by studying their financial needs and suggest suitable financial packages, and carry out all banking instructions.Carry out checks and support retail clients following guided rules.Get new retail clients through business relationships based on trust and honesty.Handle retail clients and look for opportunities to sell banking services.Graduate with 0-1 years of work experience. Full Time Banking sector with 0-1 years of work experience. Age Limit: Below 25 Years
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Finance Manager

The People Order

  • 7 - 10 yrs
  • 22.5 Lac/Yr
  • Mumbai
Financial Planning Corporate Finance Trade Finance Management Trade Finance Finance IFRS International Finance Financial Reporting Trade Finance Operations Banking Finance Accounts Tally Financial Modelling Legal Compliance Fema Treasury FEMA
, : Mumbai (Bandra) : 68 Years : 20-22 LPA: CA / MBA FinanceOne of our clients is looking for a dynamic Manager Finance who can drive financial strategy, strengthen compliance, and support multi-entity operations including global structures. : Financial planning, budgeting & MIS Multi-entity financial reporting FEMA & international taxation compliance Stakeholder management with auditors, consultants & regulators Strategic inputs for business growth & investment decisions : Strong financial modelling & analytical ability Experience in cross-border finance Solid understanding of accounting standards & taxation Ability to convert data into actionable insights High ownership & attention to detailIf youre someone who thrives in strategic finance roles and loves working in impact-driven environments, wed love to connect. / : Careers@thepeopleorder.com
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Looking For Bank Manager

Indievisa Immigration Services Pvt Ltd

  • 7 - 30 yrs
  • 100.0 Lac/Yr
  • Canada
Manager Bank Manager Branch Manager Banking Assistant Banking Officer Bank Operations Officer Bank Officer Banking Executive Banking Associate Banking Finance Banking Advisor Bank Operation Executive Banking Process Corporate Banking Corporate Bank Banking Sales
Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.
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