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Gandhi Nagar Mod

Goshala

Requirement for RO – min 1 year experience in HL/ LAP / mortgage product, local candidate .
 
Prior experience in LAP / affordable HL / Mortgages is mandatory


Aditya Birla Capital Limited

Relationship Officer

Subramanya Nagar

T Hosalli

Au Small Finance Bank Limited

A C Guards

Madhapur

We are looking for a Wealth Manager to be responsible for offering financial advice and services that will assist clients in their financial endeavours. The responsibilities of Wealth Managers include relationship management, helping clients with account details, and providing advise on financial investments.
To succeed as a Wealth Manager, you should be able to explain
complex information, be confident, and have good sales and negotiation skills.
Ultimately, a top-notch Wealth Manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.

Wealth Manager Responsibilities:
Advising clients on financial products and services.
Prospect, acquire and retain clients
Understand client’s needs & requirements and accordingly position products & services
Coordinate with product and research team for taking investment decision for the clients
Provide various investment performance reports and summaries to the clients
Build and maintain client bases, along with relevant comments/remarks for future reference
To guide clients in the gathering of information/documents.
Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship
for the client
Achieve budgeted targets in terms of number of clients/volume of business & assets.

Wealth Manager Requirements:
Graduate Degree in Finance, Management, or related field.
Previous experience in Financial Services.
Must be analytical.
Able to understand complex information..
Good presentation skills & Confidence.
Good experience in Wealth management
Minimum experience 1+


Iarista Artha Solutions

Wealth Manager

Company Name - Aditya Birla Financial Shared Services Ltd (Aditya Birla Housing Finance)
 
Designation – Relationship Officer / Senior Relationship Officer (Sales of Home Loans & Mortgage Loans)

Education – Graduate/Postgraduate with management / Commerce background/Undergraduate (Not more than 25%)
 
Salary Bracket – 2 Lacs p.a. to 2.5 lacs p.a.
 



Key Result
Areas


Supporting Actions




Sales Planning & Operations


·      Work with Sales Manager
(Direct) - ABHFL
and plan sales
operations for achieving targets
(including cross-sell), considering competitive forces and local trends
·      Scan the local market
and competitive offerings on a periodic basis to adapt
sales efforts accordingly
·      
Provide data for
and compile periodic MIS reports for
disbursements, NPAs, target achievement, etc.




Customer Acquisition/ Engagement


·      
Work on assigned and identified prospects list for client
relationship origination and maintenance activities, interacting with
ground-level client stakeholders
·      Understand and
communicate understanding of product characteristics and benefits to end
customers effectively in order to
enhance effectiveness of sales efforts
·      
Attend to customer complaints effectively, escalating critical cases to Sales Manager (Direct) - ABHFL as
required




Operational Effectiveness


·      Execute operations efficiently across the Customer Lifecycle (Sourcing, Approval, Servicing, Collections)
·      Ensure adequate focus on different distribution channels, working
with Manager for interfacing with senior stakeholders/ complex cases
·      
Implement prescribed processes and best practices to enhance
operational effectiveness, productivity and sales performance




Self-Development &
Internal Stakeholder Management


·      Attend relevant
technical and behavioral trainings/ seminars and work on self-development
initiatives
·      
Coordinate with internal stakeholders for smooth
operations and alignment towards achievement of targets




Portfolio &
Risk Management


·      Work with
the Risk, Operations and Sales Governance team members to ensure adherence to risk management and
control mechanisms
·      Ensure compliant sales operations and sound risk management in day-
to-day operations
·      
Compile and ensure
systematic, accurate MIS
on NPAs and
credit trends, providing
inputs on factors impacting portfolio quality


 
Work with Area Sales Manager - ABHFL and plan sales operations for achieving targets (including cross-sell), considering competitive forces and local trends
Scan the local market and competitive offerings on a periodic basis to adapt sales efforts accordingly
Provide data for and compile periodic MIS reports for disbursements, NPAs, target achievement, etc.
Work on assigned and identified prospects list for client relationship origination and maintenance activities, interacting with ground-level client stakeholders
Understand and communicate understanding of product characteristics and benefits to end customers effectively in order to enhance effectiveness of sales efforts
Attend to customer complaints effectively, escalating critical cases to Area Sales Manager - ABHFL as required. 



Senior Relationship Officer

College Square

JL Nehru Road

We are hiring financial executive/Internal manager who can handle clients provide financial services and solutions


Reliance Capital Limited

Banking Executive

Rashtrapati Bhavan

Britania Factory

Designation : Customer Relationship Manager

Manage sales through assigned bank branches
Maintain strong relations with tie-up banks
Convert company-provided leads into sales
Attend and assist walk-in customers
Cross-sell insurance & financial products
Achieve monthly sales targets


Candidate Profile : 

• Education : Any Graduate With Good Communication
• Experience : Must 1 YRS of Any Sale / Banking / Finance / Insurance
• Age : 21 to 32 YRS (Fresher's can't apply)

📞Contact : 9904195437 HR KINJAL


Hdfc Bank Limited

Customer Relationship Manager

Liberty

Designation : Senior Relationship Manager 

• Lead based job sit in main branch
• Handle walk in customers
• Analysis of customer
• Maintain relationship with customer Participate other candidates Offer
• Sales service Documentation for lead closing

Candidate Profile : 

🎓 Education: Any Graduate with Strong Communication Skills
💼 Experience: Minimum 1 Years in Sales / Banking / Finance / Insurance
👤 Age Limit: 21 to 35 Years


For more details request you to kindly get in touch with 9558211656 HR Mohit


Senior Relationship Manager

Dwarka Sector 11

Telecollection Executive – Salary up to ₹25,000 + Attractive Bonus
We are hiring Telecollection Executives with a salary of up to ₹25,000 along with handsome bonuses. Both male and female candidates are welcome. Freshers as well as experienced candidates can apply. This is an excellent opportunity to grow your career with great earning potential.


Amazings Enterprises

Tele Collection Executive

Gopipura

Sosyo Circle

Job Title: Branch Manager – Gold Loan (NBFC)
Location: Surat
Industry: Financial Services / NBFC

Job Summary:We are seeking an experienced and dynamic Branch Manager to oversee branch operations and drive business growth in the Gold Loan vertical. The ideal candidate will have strong experience in NBFCs or financial services, with proven expertise in business development, sales, and branch management.

Key Responsibilities:Manage day-to-day branch operations and ensure compliance with company policies and regulatory guidelines.
Drive business development and achieve sales targets for Gold Loan and third-party products (TPP).
Supervise and mentor branch staff to ensure high productivity and performance.
Handle customer service, loan documentation, KYC verification, and gold appraisal.
Develop and maintain strong customer relationships to enhance branch profitability.
Monitor collections, resolve customer queries, and ensure smooth loan disbursement.
Ensure timely reporting and coordination with regional and head office teams.


Eligibility Criteria:
Education: Regular graduate from a recognized university or college.
Experience: Minimum 2 years of experience in NBFC / Financial Services with mandatory experience in Gold Loan.
Age: Below 40 years.


Skills:
Strong leadership and team-handling abilities.
Excellent communication and customer service skills.
Sound knowledge of Gold Loan operations and appraisal process.
Proven track record in sales and business development.



Muthoottu Mini Financiers

Branch Manager

Responsibilities
• Source and acquire customers for Vehicles and mortgage loans.
• Build and maintain long-term customer relationships.
• Conduct field visits and understand customer loan needs.
• Achieve sales targets as per business goals.
• Ensure proper documentation and compliance.
• Coordinate with internal teams for smooth loan disbursement.


Equitas Small Finance Ltd

Sales Officer

Subramaniyapuram Extension

Peramanur

💫 Golden Opportunity for Sales Professionals 💫
Designation : Branch Sales Manager

We are hiring experienced professionals for Direct Channel sales in BFSI. 
Engage with customers through walk-ins, leads, and referrals. 
Pitch relevant financial products and ensure timely conversion. 
Meet or exceed sales goals consistently. 
Minimum 1 year of BFSI sales experience is mandatory. 


Candidate Profile :

🎓 Education: Any Graduate with Excellent Communication
 💪 Experience: 1+ Year in Sales / Banking / Finance / Insurance
🎯 Age Limit: 21–35 Years
⭐ Skills – Client Servicing, Lead Conversion, Field Sales

 📞 Contact: 9558211656 HR Mohit


Branch Sales Manager

Nagole X Road

Looking for female tele callers good salary plus incentives


Siddharth Financial Solutions

Telecaller

Shivala Par

Sri Krishna Puri

Job Title : FINANCIAL ADVISORY MANAGER
The Financial Advisor Manager oversees a team of financial advisors, guiding them in providing comprehensive financial planning, investment advice, and wealth management services to clients. This role ensures the delivery of high-quality advisory services, achievement of sales targets, compliance with regulations, and development of client relationships that drive business growth.
 
AREA OF RESPONSIBILITY:
        Experience in sales of Insurance , option Trading, Mutual Fund, Third Party Products.
·     Support in selling of share khan products and Advisory Products like Mutual Fund and LAS/LAMF ,Commodity broking , equity broking through 
     business partner
·         Portfolio Doctoring support for franchisee clients.
·         Investment Query Resolution
·         Visits to Outlet of business partner in Bihar 
·         Relationship building.
·         HNI Client Meet along with franchises & Interactions and Seminars.
  (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc
       ·         Client training physical and webinar 

 Requirement:
·        Good Communication and leadership skills.
·        Fast learner & Adaptive
·        Equity / MF Knowledge/ other financial product 
·        Derivative & other certifications of NISM
Travel reimbursement as per actual. 



SALARY & PACKAGE

  Salary from 20000+ 25000 + Performance incentive 
 contact HR - 06299924341
MBA fresher can apply
 


Shivam stock broking company

Senior Sales Advisor

Water Tank

To collection efficiency, contributing to company’s overall growth.
Responsibilities of candidates include:
·        Keep track of assigned accounts to identify outstanding debts 
·        Visit the customer location and make customer pay the loan/due balance 
·        Investigate historical data for each debt/ loan bill 
·        Ensure the customers are aware of the consequences of not clear the dues on time 
·        Provide timely updates Management on the progress of debt recovery efforts 
·        Negotiate payment deadlines and payment plans 
·        Collection to be done in assigned retail Loans and any other loans as assigned by the Bank from time to time 
Key result areas to contribute towards company’s profitability by ensuring 100% collection both in terms of customer and value resulting to a sustained business with desired customer satisfaction.


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Banking Insurance Financial Services Jobs In Berhampore - 7144 Verified Vacancies

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Tele Collection Executive

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Telecaller

Senior Sales Advisor

Field Collection Executive