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Personal Banking Jobs

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  • 0 - 3 yrs
  • 6.0 Lac/Yr
  • Indore
Banking Sales Personal Banking
As a Banking Officer in Indore, you will play a key role in providing excellent banking services to our clients. Your main responsibilities will include:- Customer Service: Assist customers with their banking needs, including account inquiries, transaction processing, and product information. Providing excellent service is essential for customer satisfaction and retention.- Account Management: Manage customer accounts by updating information, processing applications, and resolving issues. Accurate account management helps maintain client trust and loyalty.- Sales Support: Promote banking products and services like loans, credit cards, and savings accounts. Understanding customer needs will enable you to suggest suitable options, helping to achieve sales targets.- Transaction Processing: Handle various transactions, including deposits and withdrawals, ensuring accuracy and compliance with banking regulations. This ensures smooth operations and minimizes errors.- Compliance Adherence: Follow all banking policies and procedures to ensure compliance with regulatory requirements. Adhering to these rules protects both the bank and its customers.To succeed in this role, you should possess strong communication skills to interact effectively with clients and team members. Attention to detail is crucial for accurate transaction handling and record-keeping. A basic understanding of banking products and services will be helpful, along with the ability to solve problems quickly and efficiently. You should be a team player, willing to collaborate with colleagues to provide the best service possible. Experience in customer service or a related field is a plus but not mandatory for applicants with a positive attitude and eagerness to learn.
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Wealth Manager Fresher

Flourish Direct Pvt Ltd

  • Fresher
  • Kankarbagh Patna
Marketing Stock Broking Private Banking Mutual Funds Equity Sales Insurance Sales Mutual Funds Sales Personal Loans
As a Wealth Manager intern, you will play a key role in assisting individuals with managing their financial assets and investments. Your focus will be on helping clients achieve their financial goals through effective planning and advice.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients. Understand their financial needs and goals to provide tailored investment advice.- Investment Analysis: Assist in analyzing different investment options. Gather information about market trends and financial products to recommend suitable choices for clients.- Portfolio Management: Help manage client portfolios by monitoring performance and making adjustments as needed. Ensure that investment strategies align with clients' risk tolerance and objectives.- Financial Planning: Support in developing comprehensive financial plans for clients. This includes budgeting, savings strategies, and retirement planning.- Market Research: Conduct thorough research on financial products and market conditions. Keep informed about trends and news that might affect clients' investments.- Reporting: Prepare regular reports on client investments and market analysis. Communicate findings clearly to help clients understand their financial status.Required Skills and Expectations:You should be a recent 12th-grade graduate with a keen interest in finance and investment. Strong communication skills are essential for explaining complex concepts to clients. A proactive attitude and willingness to learn are highly valued. Basic knowledge of Microsoft Office applications and an eagerness to engage with clients will contribute to your success in this role. Freshers are welcome; this internship provides an excellent opportunity to gain hands-on experience in wealth management.
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  • 1 - 3 yrs
  • 11.0 Lac/Yr
  • Gurgaon
Secretarial Skills Listing Agreement Microsoft Excel Personal Secretary Personal Banker Personal Banking Personal Executive Letter Drafting Secretarial Activities Shorthand Interpersonal Skills Travel Arrangements Coordination Skills
As a Personal Secretary, you will play a vital role in supporting senior management and ensuring smooth daily operations. This full-time position is based in Gurgaon and is open to female candidates with 1 to 3 years of experience in a similar role. A Masters degree is preferred.Key Responsibilities:- Administrative Support: Manage schedules, appointments, and meetings for executives, ensuring they stay organized and on track throughout the day.- Communication Handling: Handle internal and external communications, including phone calls and emails, maintaining professionalism and confidentiality.- Document Management: Prepare, edit, and file documents and reports, ensuring all records are accurate and easily accessible when needed.- Travel Coordination: Organize travel plans including booking flights and accommodations, keeping itineraries updated, and preparing travel documents.- Meeting Preparation: Assist in organizing meetings by preparing agendas, taking minutes, and following up on actions discussed during meetings.Required Skills and Expectations:Candidates should possess excellent organizational skills and be able to manage multiple tasks efficiently. Strong written and verbal communication skills are essential. Proficiency in Microsoft Office Suite, including Word and Excel is required for document preparation and analysis. A proactive approach to problem-solving and the ability to maintain confidentiality is crucial. The ideal candidate should be detail-oriented, have a positive attitude, and demonstrate a strong commitment to supporting the executive team effectively.
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  • 0 - 1 yrs
  • 1.8 Lac/Yr
  • Thoraipakkam Chennai
Customer Care Associate Telecalling Personal Loans Malayalam Home Loans Banking Tele Marketing Manager Kannada Telecaller BPO Operations
As a Customer Care Associate, you will play an essential role in ensuring customer satisfaction and support. Your primary focus will be assisting customers with their inquiries and providing solutions in a friendly and professional manner.Key Responsibilities:- Respond to Customer Inquiries: Address queries via phone, email, or chat, ensuring timely and accurate information is given to customers.- Resolve Customer Issues: Identify and troubleshoot problems customers face, providing effective solutions to ensure a positive experience.- Maintain Records: Accurately log customer interactions and issues in the system to help track queries and resolutions.- Follow Up: Proactively reach out to customers to ensure their issues have been resolved to their satisfaction.- Provide Product Information: Inform customers about product features, services, and promotions, guiding them in making informed decisions.- Collaborate with Team Members: Work closely with colleagues and other departments to share insights and improve customer service processes.Required Skills and Expectations:- Communication Skills: Strong verbal and written communication skills are essential for interacting effectively with customers.- Problem-Solving Ability: You should be able to think critically and offer solutions to customer issues.- Empathy and Patience: A customer-focused attitude is necessary to understand customer concerns and address them with care.- Basic Computer Skills: Familiarity with computer systems and software is important for logging information and tracking customer issues.- Team Player: You should be able to work well with others, sharing knowledge and supporting your team. The ideal candidate will have a positive attitude and a willingness to learn. This role is based in Thoraipakkam and requires candidates to work from the office.
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  • 0 - 2 yrs
  • 1.3 Lac/Yr
  • Female
  • Karawal Nagar Delhi
Personal Banking Personal Loans Business Loan Mortgage Loans Microsoft Excel Marketing Communication Negotiation Skills Motivating Skill
We are seeking a dedicated female Tele Caller to join our team in Karawal Nagar, Delhi. This full-time position is suitable for candidates with 0 to 2 years of experience and requires at least a 12th-grade education. As a Tele Caller, you will be responsible for making outbound calls to potential customers. Your main goal will be to promote our products or services, generate leads, and provide excellent customer service. You will engage with customers, answer their inquiries, and help them understand our offerings. Key Responsibilities:1. Outbound Calling: Contact potential clients using given data and introduce our services.2. Lead Generation: Identify and qualify potential customers who may be interested in our products.3. Customer Communication: Provide clear information to clients, addressing their questions or concerns effectively.4. Data Entry: Maintain accurate records of calls made, leads generated, and customer feedback.5. Team Collaboration: Work closely with other team members to share insights and improve strategies.Required Skills and Expectations:We expect you to be a good communicator with a clear and pleasant voice. You should have strong listening skills to understand customer needs and offer relevant solutions. Basic computer knowledge is essential for data entry tasks. Being proactive, organized, and having a positive attitude will contribute to your success in this role. This position requires a commitment to working from the office, ensuring that you fully engage with the team and clients.
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Opening For Wealth Manager

Divine Financial Investment

  • 2 - 3 yrs
  • 6.0 Lac/Yr
  • Lucknow
Stock Broking Marketing Private Banking Mutual Funds Equity Sales Insurance Sales Mutual Funds Sales Personal Loans Banking Sales
As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%
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Sales Executive

I Process Services India Limited

  • 0 - 5 yrs
  • 3.0 Lac/Yr
  • Delhi NCR
Banking Back Office Basic Computer Skills Home Loans Mortgage Loans Personal Loans Auto Finance Credit Card Domain Commercial Vehicle
Job Role and Responsibilities: Structuring solution depending on customers requirement. Engaging with customers to enrich the relationships and provide solutions to meet various needs of the customer. Provide complete and comprehensive information on products, services offered by the Bank and ensure best services are provided to them. Maintaining a high service standard and compliance. Ensure stability of income from existing set of clients and explore avenues for new income generation.Deliverables: Assisting for sales target for the bank. Increase wallet share by cross selling products to the customerKey skills needed Ability to negotiate and interact with people Strong sales and relationship management skills Ability to understand processes and products Basic digital product knowledge. Backend support having basic computer knowledge. Competencies: Passion: (Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties) Collaboration: (Forges understanding with others and carries others along, considers impact on the organization) Age 18 & above - Below 35 years.
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  • 0 - 6 yrs
  • 7.0 Lac/Yr
  • Guwahati
Sales Home Loans Personal Loans Business Loan DSA Banking Insurance Customer Relationship Connector Communication Skills
We are hiring for India's largest DSAPosition - Sales Manager / Relationship Manager Qualification - Any GraduateWork Experience - 6 months to 3 years in Sales (NBFC, BFSI preferred)CTC - 2 to 7 LPA + incentive best in industry Location - GuwahatiJob Description: Positions open for dynamic sales professionals with excellent communication skills to build and maintain relationship with connectors, builders and CA firms, to achieve monthly targets on Personal loan, Business loan, LAP, Home loan and Insurance products.For interview, share your CV on WhatsApp - 7576805187e-mail - bsarma81@gmail.com
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  • 1 - 2 yrs
  • 3.5 Lac/Yr
  • Howrah
Banking Operations Personal Banking Branch Coordinator
SBI Branch Floor Coordinator Customer Services and Upselling, Proficiency in Regional/Local Language and EnglishHiring Grahak Mitra / Customer Support Executive for Leading PSU Bank Locations: PAN IndiaRoles and Responsibilities: Educate customers to utilize services available through self-service channels provided by Bank Help and support the customers in giving feedback for services availed. Increasing Sales by making available information on various products and services of the bank to customers / visitors.Customers are given proper attention / recognition while handling and priority in service. Making available product information brochures, forms, applications etc. to visitors / customers. Helping Customers in using alternate /digital services channels, directing to concerned counter / officer in case of need. Supporting customer in using digital channels like ATM, ADWM, INB, YONO Mobile App etc. Suggesting customers regarding the facility of Toll-free numbers / Call Centre / WhatsApp Banking for account balance related information and other requirements related to ATM / INB / Account Statements etc. Direct customers to the concerned officer for cross-selling of products and services, loans / advances offered by the bank.
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12th Pass Freshers For Loan Sales Executive

Ruloans Distribution Services Pvt Ltd

  • 0 - 3 yrs
  • 3.0 Lac/Yr
  • 105860
Loan Sale Loan Sales Representative Business Loan Personal Loans Banking Tele Sales Officer Finance
Banking Sales Executive Drive outbound telesales for Personal & Business Loans, generate leads, pitch products, convert customers, and achieve monthly targets. Build strong client relations; leadership roles manage teams and performance. Freshers welcome; incentives and career growth.
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  • 0 - 1 yrs
  • 2.3 Lac/Yr
  • Delhi NCR
Personal Loans Business Loan Microsoft Excel Phone Banking
We Are Hire Loan Collection Tele caller for the location of Delhi NCR. . Good Communication Skill . Who have computer Knowledge ,Work In Excel . Our Company Offer Minimum 12000 And Maximum 25000 Salary Per Month .
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  • 0 - 6 yrs
  • 4.3 Lac/Yr
  • Andheri West Mumbai
Personal Loans Phone Banking
Hiring for 10 Tele Caller Jobs in Andheri West, Mumbai for Freshers,Required Educational Qualification is : 12th Pass, 10th Pass, B.Com with Good knowledge in Personal Loans, Phone Banking etc.
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Cash Handling Business Finance Cashier Banking Banking Operations Personal Banking Tally Customer Handling Cash Collection Counter Sales Excel Report Preparation Cashier Activities Petty Cash Management Fund Transfer
Banking Cashier !!!!
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Personal Secretary Personal Banking Administrative Secretary Personal Assistant Banking Business Finance Short Hand
Job Openings for 2 Personal Secretary (Urgent Hiring) Jobs with minimum 2 Years Experience in Delhi, South Delhi, East Delhi, West Delhi, Gurgaon, DLF Phase III, Gurgaon, Saket, Delhi, Civil Lines, Delhi, Punjabi Bagh, Delhi, Lodhi Road, Delhi, having Educational qualification of : Professional Degree, Other Bachelor Degree with Good knowledge in Personal Secretary, Personal Banking, Administrative Secretary, Personal Assistant, Banking, Business Finance, Short Hand etc.Discretion and trustworthiness: you will often be party of confidential informationExcellent oral and written communication skillsOrganisational skills and the ability to multitaskThe ability to be proactive and take the initiativeFlexibility and adaptabilityTact and diplomacyA knowledge of standard software packages and the ability to learn company-specific software if required
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Home Loans Mortgage Loans Business Loan Personal Loans Housing Loan Outbound Calling Phone Banking Voice Process Domestic BPO
Join Dream Inc and become part of a dynamic team shaping financial futures! We're hiring who can steer our operations towards success. Dial into a rewarding career as a Telecaller, connecting clients with the financial solutions they need.Contact us at Dream Inc: 9310147220to embark on an exciting journey in the world of finance!
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Field Sales Executive

Hiring Plus Hr Solution

Home Loans Mortgage Loans Sales Field Sales Cross Selling Banking Sales Business Loan Personal Loans Business Finance Direct Sales Customer Relationship Lead Generation b2c Marketing
1. This is 100% field work and on rolls of bank.2. Quality acquisition of Home Loans by going into the market catchment area.3. Ensure quality sourcing of customers by selling different products like other diff. loans & insurances etc.Candidate ProfileMust have 6 month of experience in Home Loan / Mortgage Loan / Lap / Cross SellDSA and DST both are vacancy available (Individual role)Fresher can not ApplyIt Is a Field Sale not back office work
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Telecaller (Female Only)

Fundtrendz India Pvt Ltd

  • 2 - 5 yrs
  • 2.5 Lac/Yr
  • Park Street Kolkata
Business Loan Banking Personal Loans
SALES
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  • 0 - 1 yrs
  • 1.8 Lac/Yr
  • Mumbai
Direct Sales Sales CRM Sales Sales Process Sales Specialist Banking Personal Loans Business Loan Housing Loan Loan Outbound Calling Voice Process Inbound Domestic BPO Inside Sales Negotiation Skills Convincing Power Cold Calling B2B Sales BPO Sales English Language Inbound Calls Domestic Calling Interpersonal Skills Inbound Sales
Hiring for Banking PL process Requirement-Avg comms requiredHindi candidates with good selling skills Salary-14,500/- inhand Unlimited incentivesShift timing- 9:30-7:00Sunday off/rotational offFresher & Exp both can applyNeed immediate joiners .
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Personal Loan (female Candidates Only)

PR Tradingvio Private Limited

  • 1 - 5 yrs
  • 6.0 Lac/Yr
  • Netaji Subhash Place Delhi
Sales Business Loan Personal Loans Banking
When candidate will shortlist we will take Interview on Telephone or Google meet
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Sales Banking Sales Field Sales Businees Business Loan Personal Loans Cross Selling
Job role :- visit in the field and sell the personal loan and business loan to the customer and cross sell the other banking products .ctc - 1.50lpa - 2.50lpa Graduation is mandatory .
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Personal Secretary Personal Banker Banking Short Hand Personal Assistant Resource Executive Business Finance Accounts Payables
We are looking for 2 Personal Secretary (Needed Urgent Hiring) Posts in Chandigarh, Mohali, Chandigarh Sector 27, Chandigarh Sector 18, Shahid Bhagat Singh Nagar, Chandigarh Sector 26, Panchkula, Haryana, Panchkula Sector 7, Panchkula Sector 9, Chandigarh Sector 4, with deep knowledge in Personal Secretary, Personal Banker, Banking, Short Hand, Personal Assistant, Resource Executive, Business Finance, Accounts Payables and Required Educational Qualification is : Professional Degree, Other Bachelor Degree acting as a first point of contact for callers, dealing with emails and phone calls by responding, passing on messages or highlighting them for their managers attentionmanaging diaries and organising meetings and appointments, often controlling access to the manager/executivebooking and arranging travel, transport and accommodationorganising events and conferencesreminding the manager/executive of important tasks and deadlinestyping, compiling and preparing reports, presentations and correspondencemanaging databases and filing systemsimplementing and maintaining procedures/administrative systemsliaising with staff, suppliers and clientscollating and filing expensesmiscellaneous tasks to support their manager, which will vary according to the sector and to the managers remit, eg completing some corporate governance reporting (to ensure that the business is being run properly and complying with legislation and regulations) or conducting research.
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  • 0 - 1 yrs
  • 1.8 Lac/Yr
  • Thoraipakkam Chennai
Customer Care Associate Telecalling Personal Loans Insurance Malayalam Home Loans
CUSTOMER CARE ASSOCIATEJob TitleTamil and Malayalam Speaking Candidates Telesales Lead Generation ChennaiLocationChennaiProcessPersonal Loan Sales Lead GenerationShift Timing9.30 AM to 6.30 PMWeek OffSunday FixedEligibilityFreshers and Experienced Candidates WelcomeJob RoleCalling customers and generating leads for Personal Loan salesExplaining product details clearly to customersMaintaining daily call records and follow upsAchieving daily and monthly targetsSalary DetailsTamil ProcessNumber of Openings 100Option 13000 In Hand Plus Incentives 17kMalayalam ProcessNumber of Openings 5015000 In Hand Plus Incentives+ 22,000Required SkillsGood communication in Tamil or MalayalamBasic computer knowledgeTarget oriented mindsetImmediate joiners preferredInterview LocationChennaiInterested candidates can apply immediately
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  • 2 - 5 yrs
  • 12.0 Lac/Yr
  • Delhi
Senior Secretary Secretarial Activities Personal Secretary Letter Drafting Shorthand Basic Computers Travel Arrangements Interpersonal Skills Secretarial Skills Outlook Personal Banking Front Office Manager Personal Executive
As a Personal Secretary, you will play a crucial role in supporting senior management and ensuring smooth operations within the office. Your primary responsibility will be to assist with administrative tasks, keeping everything organized and efficient.Key Responsibilities:- Manage Schedules: Coordinate appointments, meetings, and events for the executive, ensuring that all plans are communicated effectively.- Communication Liaison: Serve as the first point of contact, managing phone calls, emails, and correspondence with professionalism and confidentiality.- Documentation Support: Prepare and edit documents, reports, and presentations, ensuring they are accurate and well-organized for internal and external use.- Office Organization: Maintain a tidy and efficient office environment, organizing files and supplies, and managing office resources.- Travel Arrangements: Plan and arrange travel itineraries for business trips, including booking flights, hotels, and transportation.- Meeting Coordination: Assist in setting up meetings, taking notes, and following up on action items to ensure tasks are completed timely.Required Skills and Expectations:Candidates should have a Masters degree and 2 to 5 years of experience in a similar role. We expect you to have strong organizational skills, excellent verbal and written communication abilities, and a proactive attitude. Proficiency in office software and tools is essential. You should display a high degree of professionalism and discretion when handling sensitive information. A team-oriented mindset and the ability to adapt to changing environments are crucial for success in this position. We are seeking a dedicated and motivated female professional who is ready to contribute effectively in the office setting.
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