Jobs

Relationship Manager

Job Roll :

Maintain a strong relationship with the clients and build trust among them.
Discuss the primary financial goals of clients and help them achieve these goals.
Manage clients’ investment portfolios to provide them with guaranteed financial success.
Conduct risk assessments on the investment options and report them to the client.
Follow stringent banking protocols and policies.
Develop presentations for clients and help them understand how the bank can help them

Skills:

Excellent communication and listening skills
The ability to explain complex information clearly and simply
Good sales and negotiation skills
An interest in financial products and markets

Experience:

1 year of experience in sales
BFSI Experience Preferred

Education:

Any Graduate

Sales Development Manager

Job Roll :

Building relationships with assigned bank branches and bank employees.
Meeting customers visiting the bank and explaining life, health, or general insurance products.
Identifying customer needs and recommending suitable insurance plans.
Achieving monthly and quarterly sales targets.
Training and motivating bank staff to refer insurance leads.
Ensuring documentation and compliance with insurance regulations.
Following up with customers until the policy is issued and maintaining post-sales relationships.

Skills:

Good communication and interpersonal skills.
Sales and negotiation ability.
Relationship management.
Basic knowledge of banking and insurance products.
Target-oriented mindset.

Experience:

1 year of experience in sales
BFSI Experience Preferred

Education:

Any Graduate

Bancassurance Manager

Job Roll :

Building relationships with assigned bank branches and bank employees.
Meeting customers visiting the bank and explaining life, health, or general insurance products.
Identifying customer needs and recommending suitable insurance plans.
Achieving monthly and quarterly sales targets.
Training and motivating bank staff to refer insurance leads.
Ensuring documentation and compliance with insurance regulations.
Following up with customers until the policy is issued and maintaining post-sales relationships.

Skills:

Good communication and interpersonal skills.
Sales and negotiation ability.
Relationship management.
Basic knowledge of banking and insurance products.
Target-oriented mindset

Experience:

4+ year of experience in sales
Insurance Experience
BFSI Experience Preferred

Education:

Any Graduate

HR Executive

Job Roll :

Recruitment: Identifying, attracting, interviewing, selecting, hiring, and onboarding employees
Employee relations: Managing employee disputes and grievances, and ensuring employees are treated fairly
Training and development: Evaluating employee educational needs and designing programs to meet them
Compensation and benefits: Designing competitive compensation packages to attract and retain employees
Grievance handling: Formally addressing employee complaints, concerns, or disputes
Compliance: Ensuring the organization complies with all applicable laws and regulations

Skills:

Excellent communication and listening skills
The ability to explain complex information clearly and simply
Good sales and negotiation skills
An interest in financial products and markets

Experience:

1 year of experience in HR Domain

Education:

Any Graduate
MBA with HR Preferred

Bank Sales Officer

Job Roll :

Acquire new customers for Savings Accounts (SA) and Current Accounts (CA).
Cross-sell banking products such as fixed deposits, loans, credit cards, insurance, and investment products.
Generate leads through field visits, referrals, and customer interactions.
Explain product features, benefits, and eligibility criteria to customers.
Assist customers with account opening and documentation.
Maintain strong relationships with new and existing customers.
Ensure compliance with KYC and bank policies.
Achieve monthly sales and business targets.
Coordinate with branch staff to improve customer acquisition and service.

Skills:

- Strong communication and interpersonal skills.
- Sales and negotiation ability.
- Customer-focused approach.
- Basic knowledge of banking products and services.
- Ability to work under sales targets.
- Basic computer skills.

Experience:

1 year of experience in Banking Domain

Education:

Any Graduate
MBA with HR Preferred

Relationship Manager (RM)

Job Roll :

Manage a portfolio of customers.
Cross-sell banking products (loans, insurance, investments, deposits).
Provide financial advice and personalized banking solutions.
Maintain long-term customer relationships.
Achieve business and revenue targets.

.Experience:

1–5 years of experience in banking, financial services, or sales is preferred

Education:

Any Graduate
MBA with HR Preferred

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