Bank Sales Executive
1 month ago
SE/ASE/SM Job Description
- Debenture/Preference Shares/NCD/CCD)
Department Sales
Job Title SE/ASE/SM
Pay Structure 11K - 25K
Reporting To BM/Area Sales Manager
Gender M/F
Education Graduate/Under Graduate
Experience 2-3 Years Mutual Fund/Insurance/ Debenture/Preference Shares/NCD/CCD)
Age 23-30
Role and Responsibilities:
- Doing at least 05-07 daily direct sales meeting with clients and updating the same in the app with photos, responsible for lead conversion.
- Mandatory minimum target to achieve 120 direct sales meeting with clients in a month.
- Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done.
- Coordinate with BM/CM and Sourcing proper Client.
- Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement.
- Maintaining relationship with customers.
- Doing Marketing activities and promotional campaign for generating leads.
- Acquire and maintain Mutual Fund/Insurance/Debenture/Preference Shares/NCD/CCD clients.
- Managing internal and external customer relationships to ensure customer satisfaction.
- Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance.
- Experience in Direct Sales sourcing. Requirements:
- Proven sales experience of 2-3 years in Mutual Fund/Insurance/Debenture/Preference Shares/NCD/CCD (mandatory).
- Exceptional communication and presentation skills, and ability to express technical and nontechnical concepts clearly and concisely.
- Must have good knowledge of the Investment Plans.
- Good market segmentation knowledge.
- Great energy level and self-motivator.
- Must be a graduate/under graduate from a recognized university.
- Property required documents knowledge mandatory.
- Good command in excel and mailing.
**Salary**: ₹11,000.00 - ₹25,000.00 per month
**Benefits**:
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Indore, Madhya Pradesh: Reliably commute or willing to relocate with an employer-provided relocation package (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- Sales (preferred)
- Lead generation (preferred)
- total work (preferred)
**Speak with the employer**
+91 8982333018
-
Key Account Manager
1 week ago
Indore, India Tata AIA Life Insurance Full timeIDFC Branch Location (Work Location) : Guna | JOB DESCRIPTION: KEY ACCOUNT MANAGER | BANCASSSURANCE PARTNERSHIP A. Position Overview Position Title Key Account Manager Department IDFC First Level/ Band Executive Role Summary: - Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact...
-
Sales Assistant
1 month ago
Indore, India Ekta Sales and Marketing Full timeLooking for a sales executive to effectively handle sales in our channel in Madhya Pradesh. Duties Include but are not limited to: - Meeting with clients virtually or during sales visit - Demonstrating and presenting products - Establishing new business - Reviewing sales performance - Working towards monthly or annual targets **Salary**: From ₹15,000.00...
-
Business Relationship Manager
2 weeks ago
indore, India Standard Chartered Bank Full time:Ongoing Responsibilities Business Achieve personal sales target Segment focus, customer focussed needs-based selling Being a Priority Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Liabilities, Insurance and Investment for such customers as mandated by the Bank....
-
Business Relationship Manager
2 weeks ago
Indore, India Standard Chartered Bank Full time:Ongoing Responsibilities Business Achieve personal sales target Segment focus, customer focussed needs-based selling Being a Priority Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Liabilities, Insurance and Investment for such customers as mandated by the Bank. It will...
-
Senior Audit Executive-Business Process
5 days ago
Indore, India IDFC FIRST Bank Full timeJob Title: Senior Audit Executive-Business Process Business Unit: Retail Banking Job Purpose: The role bearer has the responsibility to actively lead internal audits for the bank as assigned. It entails taking complete ownership of the process - creating checklists, conducting audits as per the defined timelines, publishing the audit reports and...
-
Senior Audit Executive-Business Process
5 days ago
indore, India IDFC FIRST Bank Full timeJob Title: Senior Audit Executive-Business Process Business Unit: Retail Banking Job Purpose: The role bearer has the responsibility to actively lead internal audits for the bank as assigned. It entails taking complete ownership of the process - creating checklists, conducting audits as per the defined timelines, publishing the audit...
-
SCF Anchor Manager
2 months ago
indore, India DBS Bank Full timeSCF Anchor Manager-(WD54795) Position Title : Anchor Program Manager Function : GTS/IBG Reports To : Supply Chain Finance (SCF) Head Job Purpose To build SCF Business across key anchors in India through our SCF Product Offerings - Supplier Payment Services (SPS), Integrated Supplier Finance (ISF), Traditional Supplier Financing, Account...
-
SCF Anchor Manager
2 months ago
Indore, India DBS Bank Full timeSCF Anchor Manager-(WD54795) Position Title : Anchor Program Manager Function : GTS/IBG Reports To : Supply Chain Finance (SCF) Head Job Purpose To build SCF Business across key anchors in India through our SCF Product Offerings - Supplier Payment Services (SPS), Integrated Supplier Finance (ISF), Traditional Supplier Financing, Account...
-
City Head
2 weeks ago
Indore, India Hireginie Talent Cloud Pvt Ltd Full timeCity Head- Gold the Company:Our Client is a financial technology company helping India meet its credit, consumption & savings needs using its favorite metal, Gold. This company is a venture funded company, where you get access to wealth creation and join the rocket ship at the ground level. The company's aim is to enable millions of Indian households...
-
Cluster Head-Agri Enterprise
2 weeks ago
Indore, India IDFC FIRST Bank Full timeRole/ Job Title: Cluster Head-Agri Enterprise Function/ Department: Rural Banking Job Purpose: Generate Agri SME business by targeting Agri Infra projects and any other related products developed by Rural banking. Banking business model & do business development activities in the geography assigned. Create channel in market which create lead...
-
Cluster Head-Agri Enterprise
2 weeks ago
indore, India IDFC FIRST Bank Full timeRole/ Job Title: Cluster Head-Agri Enterprise Function/ Department: Rural Banking Job Purpose: Generate Agri SME business by targeting Agri Infra projects and any other related products developed by Rural banking. Banking business model & do business development activities in the geography assigned. Create channel in market which create...
-
CBG:Circle Head
2 weeks ago
Indore, India Axis Bank Full timeCBG:Circle Head - Liability 13 - 15 Years 1 Opening Indore Role description Circle Head INTERNAL USAGE: No. of Vacancies: 6 Reports to: Geography Head Is a Team leader? Y Team Size: 8-10 Centre Head /CSM Grade: DVP / VP Business: CBG Department: SEG Sub - Department: Location: Pan India About The Commercial Banking...
-
Collection Officer @ Banking
1 month ago
Indore, India Smart Technology Full time**Profile**: Collection Officer **Experience**: Minimum 1 year of experience in Collection and Fresher **Location: Indore, M.P.** **Preferred Industry: Banking And Finance** Job profile: - To achieve collection targets of the Respective Branch assigned, ensuring meeting Collection Targets. - Meeting the Target on Cost of Collections. - Ensuring meeting...
-
Sales Executive
2 weeks ago
indore, India DHL infrabulls Full timeWe are looking for a passionate sales executive to join our sales team. The sales executive's responsibilities include generating leads, making sales calls, continuously updating our CRM database, and meeting sales targets. Responsibilities: Setting sales goals and developing sales strategies. Researching prospects and generating leads. Contacting potential...
-
Indore, India Axis Bank Full timeThe Credit Officer is responsible for the appraisal and approval of the Loan Application on the basis of the power delegated to the and for onward recommendation of the same to the Credit team Key Responsibilities Appraise or underwrite the loans within defined policy guidelines and accordingly take decisions or recommend for approval to appropriate...
-
Sales Executive
6 days ago
Indore, India AD Verse Global Full timeCompany Description AD Verse Global is a full-service marketing agency based in Indore, India. Since 2019, we have been adding value to local and international businesses by effectively communicating with consumers and helping them grow. With a team of 20 full-time employees and the capacity to exceed 150 project-based team members, our footprint extends...
-
Sales Executive
5 days ago
Indore, India AD Verse Global Full timeCompany Description AD Verse Global is a full-service marketing agency based in Indore, India. Since 2019, we have been adding value to local and international businesses by effectively communicating with consumers and helping them grow. With a team of 20 full-time employees and the capacity to exceed 150 project-based team members, our footprint extends...
-
Sales Executive
6 days ago
indore, India AD Verse Global Full timeCompany Description AD Verse Global is a full-service marketing agency based in Indore, India. Since 2019, we have been adding value to local and international businesses by effectively communicating with consumers and helping them grow. With a team of 20 full-time employees and the capacity to exceed 150 project-based team members, our footprint extends...
-
Sales Executive
1 month ago
Indore, India NGRT Systems Full time**1.Generate revenue** - Complete targets - Be mindful of stock availability, company focus on specific models, attach %, ageing, cross selling and upselling. - Understand retail sales process **2. Helping Sales team perform** - Proactively maintain store culture and a spirit of teamwork - Be a person of action. Avoid lethargy and be on your toes - Be...
-
Audit Executive-business Process
4 weeks ago
Indore, Madhya Pradesh, India IDFC FIRST Bank Full timeJob Title - Associate Internal Audit Place of work - Indore Business Unit - Retail Banking Function - Internal Audit **Job Purpose**: The role bearer has the responsibility to actively support internal audits for the bank as assigned. It entails following the complete process - assist in - creating checklists, conducting audits as per the defined...