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I.I.T.Main Gate

The role involves identifying & empaneling CAs, Ex-

Bankers, Ex-Wealth Advisors, Insurance agents and

Finance professionals and empaneling them as

Independent Financial Distributors

Training new empaneled IFDs to effectively use digital

platform and Mobile app for providing Knowledge on

Primary Market Products (like MF, NFO's, IPO's, NCDs,

Capital Markets products, Bonds and Corporate Fixed

Deposits, etc.).

Training and driving IFDs to achieve sales of financial

products on ongoing basis.

The person should have good understanding of client

(IFDs) needs in Primary market products.

Acquiring new IFDs & advising them on primary market

products.

Organising events to develop the Business of IFDs.


Hagnos Marketing And Consulting Private Limited

Senior Associate

Key Responsibilities
Responsible for preparing Functional Requirement Specification documents preparation based on requirement specifications.
Responsible to Liaise with internal stakeholders for feasibility of requirements
Providing system solutions to stakeholders
Obtaining sign offs from stakeholders
Responsible for collaborating with Development Team, vendors for technical implementation and third party integrations
Should be well versed with preparing test cases with business stakeholders, conducting user acceptance testing (UAT) and obtaining sign-offs for project implementation.
Giving training on system usage and processes.
Self motivated, Team player, action and result oriented.
Effective communicator with strong analytical, problem solving & interpersonal skills.
Ability to successfully work under tight project deadlines.
 
Skills and Experience
 Minimum a Graduate, masters degree preferable.
3 years of relevant functional industry experience and Minimum 1 years experience on Salesforce Sales & Service and/or Marketing Cloud
Excellent command on MS Office tools, Data flow diagram tools.
Good understanding of Wealth Management Domain.
Understanding of orders, risk and settlement processes for Equity / Mutual Funds / Derivatives segments
Understanding of investment Products like Equity, Mutual Fund, AIF,PMS, Structured Products, NCDs, Bonds, FDs
Excellent understanding of web and mobile platforms.


Foxmarlin

Business Analyst

Responsibilities of Relationship Manager:

Customer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call center
All the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects basis customer’s needs
The Relationship Manager is required to facilitate customer walk in at the required projects to expedite the online booking process
The portfolio (i.e., all the customers who have walked into any of the projects) will have to be managed for deepening relationships. Monthly relationship continuity to be managed to enhance the Customer Lifetime Value, generate potent references, and strengthen loyalty program
Relationship Manager is expected to be managing the entire lead funnel via all the relevant mediums e.g., Voice, Video, Text
The Relationship Manager is expected to work closely with all customers to assist with online booking, resolve the queries, and work on the financial management
Negotiate with customers OR developers for effective closure for the customers
Work closely on the assigned projects, area or beat to enhance online information availability on our platform, carry out online transactions. Should be working closely on the payment schedules for the effective realization


Qualifications / Experience / Skills:

Minimum Graduate, MBA preferred
Minimum 2 years of experience in real estate sales is preferred
Presentable and good communication skills in English, Hindi, and Marathi
Should have flair for direct selling and face to face interactions
Should be comfortable in travelling in the assigned designated zone/zones (Beat)
Should be loving to talk over phone
Good negotiation skills for selling
Tech Savvy, interested in adapting to new technologies
Self-motivated with a strong work ethic and a drive to succeed
Basic knowledge of the real estate industry and an interest in market trends
Proficiency in using customer relationship management (CRM) software is an advantage
Previous experience in tele calling, customer service, or sales is beneficial but not required



Blox.xyz

Relationship Manager

JD for Premier Relationships Manager
 
 · Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. · Sources new bank customers through external individual efforts and acquisition channel. · Cross sells bank products to existing set of Branch customers which are mapped. · Informs customers of new products or product enhancements to further expand the banking relationship. · Plans and conducts special sales initiatives and events for prospective and existing clients. · Coordinates with other group companies to provide seamless access to other products. · Maintains complete relationship record for assigned customer accounts. · Tracks customer complaints/queries and turnaround times for customer satisfaction   JOB REQUIREMENT: · Graduate - 3 -5 years of experience · Post Graduate - 2 -3 years of experience · Customer orientation · High energy and drive AMFI / IRDA certified is preferred
 


Kotak Mahindra Bank Limited

Job Role:
 
§  Acquire quality Current Accounts Customers who are dealing in International Trade.
§  Identify target markets and Segments
§  Ensure to follow all compliance and KYC norms while acquiring
§  Ensure that the customer is guided regarding rates and charges.
§  Commission and Rates to be fixed in the system.
§  Activate the first trade transaction.
§  Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc.
§  Ensure that clients keep high CA AMB values in the accounts opened.
§  Generation of Asset leads.
§  Smooth handover of the customer to the Branch operations team
§  To educate customers regarding Cut off times and follow the SLA’s
§  Maintain a low cost of acquisition by acquiring bigger value of accounts 
§  To achieve Business / Income targets
§  To have full knowledge of competitor’s activities and report those to ASMs
§  To coordinate and ensure service delivery happens as per SLAs and TATs
§  Acquisition and retention of new customer across all the segments.
§  Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines.
§  Retention of existing customers base
§  Handling customer complaints and escalate the complaints to competent authorities for resolutions.
§  Ensure all required documents for the agent empanelment including KYC as per bank’s policy are in place for smooth business relationship.
§  Deliverance of the required sales pitch for the respective product.
§  Timely submission of required reports.
§  Execute promotional activities conveyed by ASM/RSM
§  Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors.
 
Job Requirement:
 
·       Graduate, PG preferable
·       3 years of Trade Fx and FES preferably in Banking Industry.  
·       Excellent Domain knowledge.
·       Exhaustive knowledge of Trade and FES products .
·       Excellent sales skills.
·       Excellent knowledge of client behaviour & engagement in each product / geographic segments
·       High energy levels and enthusiasm, should have winning attitudes
·       Out of box thinker and creative problem solver.
·       Good listener and should possess excellent communication skills.
·       Excellent negotiator and smart worker
·       Result-oriented especially in achieving given NTBs and sales targets.
·       Good oral and written communication
Should be good in strategizing, aggressive but compliance oriented


JD - HDFC Bank Branch Banking

Designation: Relationship Officers / Sr. Relatioship Officer
Education: any Graduation
Experience: 1+ Yr experience in BFSI domain. 
Role Details:

The Candidate will be assigned or tagged under 2 to 3 Branches of HDFC Bank. The candidate should work along with the Branch Manager and Team members of HDFC Bank and promote the Aditya Birla Sunlife Insurance product for the Customers of HDFC Bank..

The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue for BSLI.

He needs to visit all the assigned branches under him on daily basis.

Must Criteria :
We can source candidate from Banking who were selling CASA Sales and NBFC Sector
We can Hire Candidates from Home Loan Sales, securities and other banking sales
Male / Female can be Hired.
Age Limit : Below 22 -28years.
It is a field sales and two wheeler is mandatory.
CTC: From 2.5L 


Aditya Birla Capital Limited

Relationship Officer

Vanivihar Developers & Construction

Account Executive

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