Priority Banking Job Vacancies in Mumbai

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

Maintain and develop good relationship with customers through personal contact or meetings or via telephone etc.Must act as a bridge between the company and its current market and future markets.Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.Ability to drive sales targets of multiple loan products PL,BL,HL,ML,LAP etc.Have interactions with bankers of various products for smooth processing of files. Will be responsible from file logins to disbursement, must align with bank policies & take care of compliance in each step of the process.Collecting documents according to the checklist from the customersProvide accurate feedback on future buying trends to their respective employers.Maintain proper MIS and also give proper feedback time to time on various market related activities

Job descriptionWe are Hiring Relationship Manager for a leading Bank in India. Candidates having exposure of sales in the following sectors are welcome- Banking- Insurance companies- NBFC- Asset management firms- - - - - - - - - - - Telecom companies someone who is into direct salesPackage:Upto 10 LPA + Performance incentive upto 6.5L per Qtr.Position description:Customer EngagementContinuous 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 customersAchievement of portfolio parametersMeet the defined objectives of the Portfolio managed by the respective VRMSalesRight 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 Quality

Hiring Sales Co-Ordinator Company: Money Yard Financial ServicesQualification: B. ComExperience: Min. 1 year in banking industryLocation: Mulund, MumbaiResponsibilities: Engaging & following up with clients & banking partners Incharge of collecting, verifying & completing documentation process. Handling client queries

We are looking for Relationship Managers with a leading Indian Bank having one of the largest client base in India.- 3 to 12 years of Experience-Excellent sales orientation, inter-personal & communication skills-Role involves handling HNI clients

One of the Leading client of finance company into the vertical of Credit Card, Personal Loan, Business Loan, Corporate Plan, Home Loan, Property Loan, Insurance and Mutual Fund scheme is inviting applications for the post of Sales Executive (Relationship Executive) need to be confident with good communication skills.