Associate RM
4 weeks ago
Role Responsibilities
Servicing primarily walk-in customers to fulfill the specific transactional requirements of the customer through high quality customer service while increasing product penetration through cross sell and achieving allocated portfolio and revenue targets.
Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits], wealth management products and asset related products(secured, unsecured) Generate new business via sales promotions, out-marketing calls and presentations and in-branch contacts Participate actively in branch sales planning to generate action plans for meeting targets Candidate is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the times. Ensure high level of customer service in the Branch. Manage difficult customer situations Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections Ensure transactions are processed with a high level of accuracy and commitment in order to satisfy customer needs Ensure validity and completeness of transactions processed and ensure concessions relative to exchange rate, fees, charges etc. are authorized/ overridden by appropriate authorities Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service Take responsibility for general reconciliation and control activities Find ways to improve operational efficiency and control costs to meet cost budgets Be multi-skilled to handle all kinds of transactions and services in the bank Manage growth and attrition of the base, facilitate customer up-streaming. Improve product per customer Ensure Candidate is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD & Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Premises management in areas of merchandising, housekeeping as well as store management. Branch upkeep and maintenanceResponsible for health and safety for all. As part of the Health and Safety guidelines you should:
Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; Co-operate with Management to support and promote Health and safety in the workplace; Ensure that your actions do not put others at risk; Work in a healthy and safe manner; Encourage others to work in a healthy and safe manner; Report all accidents and incidents and bring to the attention of the management any hazard in the workplaceOur Ideal Candidate
·Graduate
Role Specific Technical Competencies
Priority Branch Sales & Service RM-
Associate gcbd
4 weeks ago
Delhi, Delhi, India MUFG Bank, Ltd., New Delhi Branch Full time**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...
-
Senior Associate Insurance Operations
2 days ago
delhi, India Allianz Services Full timeSenior Associate Insurance OperationsDesignation : Senior Associate Insurance OperationsExperience : 01 to 05 yearsJob Location : Allianz Services, EON IT Park, Kharadi, PuneJob Description0 to 5 years of experience in Property and Casualty Insurance and understanding of key insurance processes, Policy AdminExperience in Risk Management methodologies...
-
Client Associate-assistant to Rm
2 minutes ago
Delhi, Delhi, India AimsHR Full timeExperience: 1 to 3 years’ experience Location: Bangalore / Mumbai / Delhi Education: Graduate with AFP/CFP/QPFP Industry: Financial Services / Personal Finance Job description: **Supporting the Client Relationship Manager in identifying client needs and providing them with the right financial planning assistance.** Assisting in the management of client...
-
Telesales Specialist
2 hours ago
Delhi, India Wrixty Services Pvt ltd Full timeJoining Period must be more than 10 DaysProcess:ASC / CRT / CRT RM / NRI / Health / B2B / I-Call Orion / InvestmentPosition Title:Associate Sales ConsultantsReports to:Team LeaderFunction:OperationsLocation:Gurgaon, Haryana, IndiaApplicant Eligibility:Under Graduates/Graduates/Post-Graduates/MBA (Preferred) with 0-3 year of experience in relevant field can...
-
Senior Manager/Associate Vice President
3 weeks ago
Delhi NCR/Mumbai/Chennai, India iimjobs Full timeFunction: Business Development Designation: Senior Manager/ Associate Vice PresidentReporting to: Regional Sales Head - Location: Delhi, Mumbai & ChennaiKey Roles & Responsibilities: Support the company's distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new...
-
Market Risk Infrastructure Associate
22 hours ago
Delhi, India Nomura Full timeNomura Overview:Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its four business divisions: Retail, Asset Management, Wholesale (Global Markets and Investment...
-
Market Risk Infrastructure Associate
2 days ago
delhi, India Nomura Full timeNomura Overview:Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its four business divisions: Retail, Asset Management, Wholesale (Global Markets and Investment...
-
Associate Director- Sr Wealth Specialist
4 weeks ago
new delhi, India Standard Chartered Bank Full timeRESPONSIBILITIES Strategy Build the Investment Services (IS) business so as to achieve leadership position in the region. Drive the Investments business through the segment/channel teams. Constantly update the segment/channels on the markets and our house views. Coach the RMs on the various investment products and processes. Periodic...
-
Associate Director- Sr Wealth Specialist
4 weeks ago
New Delhi, India Standard Chartered Bank Full timeRESPONSIBILITIES Strategy Build the Investment Services (IS) business so as to achieve leadership position in the region. Drive the Investments business through the segment/channel teams. Constantly update the segment/channels on the markets and our house views. Coach the RMs on the various investment products and processes. Periodic review of...
-
Project Field Coordinator, Literacy Field
2 days ago
Delhi, India Room to Read Full timePosition Overview:The Project Field Coordinator(s) will work closely with the Sr. Program Associate in engaging with the respective schools in their block(s) in Jodhpur, Rajasthan as part of the Foundational Literacy initiative in Rajasthan. S/he will support the Sr. Program Associate in the execution of the Foundational literacy program at block level and...
-
Product Sales Manager
3 weeks ago
Delhi/Delhi NCR, India iimjobs Full timeProduct sales manager - RTFx - Leading bank - Delhi Driving initiatives for Retail Trade / Forex business in the assigned geography / assigned branches. Maximize revenues and customer base from focus segments such as EXIM, Travel and Tourism etc. Product/process initiatives in the region to increase customer acquisition / enhancement/increment in wallet...
-
Advisor, IDTS
4 weeks ago
New Delhi, India Room to Read Full timePosition OverviewProgram Advisor - IDTS position will be based at New Delhi, Country Office and will report directly to the Associate Director, IDTS. This position will involve frequent travel to field offices, as well as regular interaction with education officials, partners, school administrators, teachers, and students.Roles & Responsibilities:Overall...
-
Cost Controller
7 days ago
Delhi, India Metayb Full timeMetayb is a digital transformation company on a mission to transform seamlessly by empowering organisations to navigate the vast landscape of the digital-first-era. Within just one year of inception, we have grown into a close-knit family of 100+ employees, each possessing rich field expertise. Metayb focuses on fostering seamless customer experiences,...
-
Noida,Delhi NCR,Ghaziabad,Gurgaon,Gurugram, India SCHNELL TECHNOCRAFT PRIVATE LIMITED Full timeSchnell Technocraft (STC) RM is an IT Consulting & Services (C&S) company specializing in providing consulting and technology services. Led by a team of seasoned IT professionals with over 40 years of combined experience, STC is committed to delivering high-quality solutions to its clients. The company focuses on leveraging its expertise in various facets of...
-
Cost Controller
7 days ago
delhi, India Metayb Full timeMetayb is a digital transformation company on a mission to transform seamlessly by empowering organisations to navigate the vast landscape of the digital-first-era. Within just one year of inception, we have grown into a close-knit family of 100+ employees, each possessing rich field expertise. Metayb focuses on fostering seamless customer experiences,...
-
Organic Monk
17 hours ago
New Delhi, India Organic Monk LLP Full timeWe are looking for an experienced Product Manager who will play a critical role in managing the product development lifecycle, ensuring high-quality standards, and driving efficient procurement processes. As a member of our Product Development team, you will define and execute the product strategy, collaborate with cross-functional teams, and oversee product...
-
Branch Relationship Head
7 days ago
Delhi, India YES BANK Full timeROLE SUMMARYThe RM head in a bank typically holds a leadership role focused on managing and optimizing client relationships.KEY RESPONSIBILITIES/ ACCOUNTABILITIESStrategic/ Managerial ResponsibilitiesTeam Leadership:Leading a team of relationship managers, providing guidance, training, and support to ensure effective client managementClient Relationship...
-
Branch Relationship Head
7 days ago
delhi, India YES BANK Full timeROLE SUMMARYThe RM head in a bank typically holds a leadership role focused on managing and optimizing client relationships.KEY RESPONSIBILITIES/ ACCOUNTABILITIESStrategic/ Managerial ResponsibilitiesTeam Leadership:Leading a team of relationship managers, providing guidance, training, and support to ensure effective client managementClient Relationship...
-
Program Officer, Idts
4 weeks ago
New Delhi, India Room to Read Full timePosition Overview: Program Officer - IDTS position will be based at New Delhi, Country Office and report directly to the Advisor - Instruction Design and Teacher Support (IDTS). This position will involve frequent travel to field offices, as well as regular interaction with education officials, partners, school administrators, teachers and students. Roles &...
-
Branch Relationship Head
7 days ago
Delhi, India YES BANK Full timeROLE SUMMARYThe RM head in a bank typically holds a leadership role focused on managing and optimizing client relationships.KEY RESPONSIBILITIES/ ACCOUNTABILITIESStrategic/ Managerial ResponsibilitiesTeam Leadership:- Leading a team of relationship managers, providing guidance, training, and support to ensure effective client managementClient Relationship...