...- Primary responsibility of the person is to make new clients, garner investments in Mutual Funds, Equity Market, Bonds, Fixed Deposits, Life Insurance, Health Insurance, etc.
- Coordinate with the HR manager of Companies, Associations arrange the webinar on Tax Planning...
...profile including the risk profile, demographics and assets in the bank - Enrich relationships and garner higher wallet share through... ...by cross selling the Bank's products and services/ third party investment products - Identify potential customers who can be sold tailored...
...A sales officers main duties in the banking sector are to build relationships with clients meet sales targets and close transactions.
Responsibilities :
~ Develop and maintain a relationship with your clients.
Opening new accounts (current and...
...Join us as a Banking Sales Officer and champion the growth of our CASA portfolio. Your role involves attracting new customers, building relationships, and surpassing sales goals. If you're passionate about finance, excel in sales, and love a dynamic atmosphere, this role is...
...market trends is crucial for success in this role. : - Bachelor's degree in any field. - 1 to 3 years of sales experience, preferably in banking or finance. - Must have a bike for commuting. - Sales experience in banking or finance. - Strong communication and negotiation -...
...Manager Join our team to be the driving force behind acquiring new customers for our current and savings accounts. You'll be the face of our bank, showcasing the benefits, building lasting relationships, and exceeding sales targets. Responsibilities : - Acquire new customers for...
...Assistant Sales Manager Roles and Responsibilities : - To Achieve Sales targets. - To manage the Bank Hubs and FoS. - Establish continuous relationship with the merchants to gain maximum value. - To liaise with Branch Managers and other teams of our bank to generate leads for...
.... - To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit... ...in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance...
...Drive business growth by achieving sales targets for various banking products and services including deposits loans insurance mutual... ...banking products and services including retail lending deposits investments and insurance.
Strong commitment to ethical conduct integrity...
...Casa Sales Officers help the bank find new customers for current and savings accounts. They build relationships, explain account benefits, and meet sales goals. Responsibilities: - Look for new customers through different methods. - Creating new accounts ( saving and current...
We are in search of a skilled Sales Manager to supplement our expanding group. Responsibilities : - Self-sourcing current and savings accounts in the open market; - Measure and observe each person's performance, making any necessary correction suggestions. - Resolving concerns...
...ROLE : . 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...
JOB ROLE :
. Redress customer needs pertaining to cash, DDs, cheque deposits, general information.
. Speed and accuracy of transaction.
. Exploitation of other business opportunities sensed.
. Providing quality of experience that will ensure retention and positive...
...- Building relationships with customers, promoting banking services, and exceeding sales targets are the responsibilities of a bank's sales officer. Requirements : - Bachelor's degree in any field. - Three to six years of sales experience, preferably in finance or banking....
Responsibilities: - Recruiting, screening, and training new agents. - Analyzing performance and drawing up action plans. - Establishing strong relationships with staff and clients. - Ensuring all staff exercise good time management. - Obeying agency regulations, guidelines,...
...A Sales Officer in the bank is responsible for building and managing customer relationships, selling various banking products and services, and achieving sales targets. Key Responsibilities: - Develop and maintain customer relationships. - Opening account (current account &...
...Join Our Team as Assistant Manager - Retail Liability Banking Department in Surat! Are you passionate about driving sales and marketing initiatives in the BFSI domain? We're on the lookout for dynamic individuals with 1 to 4 years of experience in Core Field Sales and Marketing...
...Building and maintaining connections with customers, marketing a range of banking products and services, and hitting sales goals are all under the purview of a bank's sales officers. Responsibilities : - Create and preserve relationships with customers. - Opening a savings...
...We are seeking a dynamic and results-oriented leader to join our team as Branch Manager in our Retail Banking Department. You will be responsible for the overall performance of a branch, driving growth, exceeding sales targets, and delivering exceptional customer service....
...As a Sales Officer in the bank your key responsibilities and qualifications are crucial for success in the role. Here are some tips and additional information to help you excel.
Responsibilities :
Develop and maintain customer relationships.
Open current...
...We're hiring a CASA Banking Sales Officer to help us get new customers and keep the ones we have happy. Your job is all about finding potential clients, selling bank accounts, and making sure our customers are Grow our customer base by promoting Current Account and Savings...
...Manager you will play a crucial role in delivering exceptional banking experiences and driving the growth of our Digital Banking portfolio... ...1 to 5 Years in Core Retail Liability Banking Sales/Insurance/Investment domain.
Sound knowledge of banking products financial markets...
...Ensure compliance with regulations and maintain accurate documentation.
Identify crossselling opportunities and promote other banking products.
Qualifications:
Bachelors degree (preferred).
Proven sales experience in banking or financial services....
...Handle the walk-in customer - Maintain the relationship with colleagues Tack a followed up of given lead - To manage the sales of the bank. - Giving support and motivation to generate the business. - Providing financial services to clients. - Analysing financial products and...
...about the market and spot emerging trends - Support these customers' need for transactions related to their Capital accounts, Digital Banking, and Trade Forex - Provide solutions by collaborating with product support and technology - Monitor RBI and other regulatory pendency...
Rs 15 - 20 lakhs p.a.
...To manage Daily Reconciliation and funding of NEFT/RTGS transaction process through NET Banking.
Process documentation audit and ensuring compliance Responsible for maintaining and adhering TAT.
Compliance to Bank’s internal circular & regulatory advisory
Candidate...
...As a Sales Officer in the bank, your key responsibilities and qualifications are crucial for success in the role. Here are some tips and additional information to help you excel. Responsibilities : - Drive CASA product sales and expand customer base. - Develop effective sales...
...As a CASA (Current Account and Savings Account) Banking Sales Officer, you will play a pivotal role in driving the growth of our banking services. You will be responsible for acquiring new customers, building strong relationships, and promoting our suite of financial products...
...Customer relationships forliabilities and commercial assets.
Ensures high levels of customer service orientation and application of bank policy.
Cross sells existing bank products to customers.
Informs customers of new products or product enhancements to further expand...
...Your primary responsibilities as a sales officer are to close deals create clients and reach sales goals for banking services and products.
The responsibilities:
Build and maintain customers.
Establishing new accounts (savings and current) within...