Client Servicing Manager

3 weeks ago


Kolkata, India Xperteez Technology Full time

Exciting Opportunity

Ready to take on an exciting opportunity and advance your career in the BFSI sector? Apply here.

Job Title: Client Servicing Manager Banking Sector.

Grade: B4.

Experience: Minimum 1 year in the BFSI domain.

Working Days: 5.

5 (Banking Hours).

Location: Kolkata.

Introduction:

Are you passionate about sales and relationship management in the fast-paced world of banking and finance? Here's your opportunity to join our team as a Relationship Manager in the Wealth Vertical.

Be a part of our journey to redefine financial services and make a significant impact in Kolkata.

Job Role:


As a Manager, your role revolves around fostering client relationships and driving sales of banking products and services.

You will lead a team to strategize distribution sales efforts, aiming to expand market presence and meet targets.

Key Responsibilities:

- Client Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives to provide tailored solutions.

- Direct Sales: Execute sales of banking products and services, including mutual funds, home loans, mortgages, and insurance.

- Team Leadership: Recruit, train, and manage a team of life advisors and agents, driving their performance towards sales targets.

- Distribution Sales Strategies: Develop and implement sales plans to expand market presence and meet distribution sales targets.

Qualifications and Requirements:

- Minimum 1 year of BFSI domain experience.

- Strong sales acumen with a track record of meeting targets.

- Excellent leadership skills with experience in team management.

- Thorough understanding of banking products and services.

- Outstanding communication and interpersonal abilities.

- Flexibility to work in Kolkata and adapt to role requirements.

Grade and Compensation:

- Grade B4: Working Environment:.

- 5 days per week, following standard banking hours.

- Dynamic team environment with opportunities for growth within the wealth vertical.

- Join us in delivering outstanding financial solutions and shaping the future of banking and finance.

Kolkata, West Bengal, India

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