640 Banking Sales jobs in India

Handle existing bank customers for cross selling

• Calling customers and generating business from the given data
• Meeting customers in customer Places
• Collecting Documents and doing documentation in the given branch
• Achieving daily targets, weekly targets, monthly targets
• Giving updates to reporting manager in daily bases

• Identification of BC/Agent
• Support the BC s to collect the proper documents as pert the Banks guideline.
• Agreement and Document collection from BC
• BC/Agent Field level onboarding support
• To provide proper device demonstration
• To give proper product training to the Agents
• Up time Downtime update to the field on time
• Monitor and support the field level technical issues.
• Filed level monitoring of Agents performance and Sales promotional activities.
• Ensure that business generation is as per the regulatory and internal compliance

Position description:

Customer Engagement

Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.

Call handling as per defined standards.

Accurate resolution for customer queries.

Promoting Digital Banking services for a superior customer service experience.

Profiling of customers in order to aid right cross-servicing of Bank products

Accurate logging and resolution of complaints.

Attrition control of customers.

Regular interactions with the customers and pro-actively assessing customer needs.

Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.

Ensure portfolio quality of relationship while racing considering eligibility.

Monitor large amount movements and account closure from the deposit accounts.

Ensure retention of customers

Achievement of portfolio parameters

Meet the defined objectives of the Portfolio managed by the respective VRM

Sales

Right cross-sell of products basis profiling and engagement.

Penetration of products across groups.

Sales across all product segments-TPP, Assets, Cards etc.

Acquiring & grouping of all related IDs of the Primary ID.

Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow.

Ensure Staff are trained on product knowledge and requisite certifications.

Income to be generated at a customer level.

Interaction Quality

Achieve Quality benchmarks defined from time to time.

Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.

Audit and Service Quality

Ensure all laid down system and process are followed as stipulated by Audit and Senior Management

Ensure accurate and timely submission of financial transactions & requests.

Adherence to set processes of updating customer interactions in CRM next.

MIS Reporting

Ensure timely submission of Customer base review reports as requested by Central Team Senior Management

Primary Responsibilities:

• To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience
• Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer
• To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums
• for their banking transactions/ needs, while keeping a 'window' to talk to the bank whenever customer needs.
• Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed.
• So that the RM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services
• thereby ensuring that the RM also achieves the key performance parameters set

Educational qualifications preferred

• Category:  Bachelor's Degree

Required Skills:

• Basic Banking
• Communication

Description

· Identification of BC/Agent

· Support the BC’s to collect the proper documents as pert the Banks guideline.

· Agreement and Document collection from BC

· BC/Agent Field level onboarding support

· To provide proper device demonstration

· To give proper product training to the Agents

· Up time Downtime update to the field on time

· Monitor and support the field level technical issues.

· Filed level monitoring of Agents performance and Sales promotional activities.

· Ensure that business generation is as per the regulatory and internal compliance

Description

· Identification of BC/Agent

· Support the BC’s to collect the proper documents as pert the Banks guideline.

· Agreement and Document collection from BC

· BC/Agent Field level onboarding support

· To provide proper device demonstration

· To give proper product training to the Agents

· Up time Downtime update to the field on time

· Monitor and support the field level technical issues.

· Filed level monitoring of Agents performance and Sales promotional activities.

· Ensure that business generation is as per the regulatory and internal compliance

RELATIONSHIP MANAGER (Insurance and Loans)

Company Summary

Vanmoh Chit Funds – A Growing Leader in South India's Financial Space is headquartered in Coimbatore, Tamil Nadu, and operates actively across multiple districts. Positioning itself as a 'fast-growing and trusted financial organization,' Vanmoh emphasizes ethical conduct, transparent operations, and customer-first practices to build credibility in the region.

Job Summary:

Vanmoh Chit Funds Pvt. Ltd. is seeking a dynamic and customer-focused Relationship Manager to join our team. The candidate will be responsible for building and maintaining strong customer relationships, promoting and cross-selling insurance and loan products, and ensuring high customer satisfaction.

Key Responsibilities:

Develop and manage a portfolio of clients for insurance and loan products.

Conduct financial needs analysis to understand customer requirements and provide appropriate solutions.

Promote and sell insurance policies (life, health, and general insurance) and loan products (personal loans, business loans, etc.).

Maintain regular contact with clients and provide after-sales support.

Meet sales targets and ensure compliance with internal and regulatory guidelines.

Coordinate with internal departments and external partners (insurance companies, NBFCs, etc.) for seamless processing.

Educate customers on new financial products and services.

Handle customer queries, grievances, and resolve issues in a timely manner.

Maintain accurate records of customer interactions and transactions.

Requirements:

Bachelor's degree in Business, Finance, or a related field (preferred).

1–3 years of experience in sales, preferably in insurance, loans, or banking sectors.

Strong knowledge of loan and insurance products.

Excellent communication, negotiation, and interpersonal skills.

Local language proficiency is a plus.

Key Competencies:

Customer-centric approach

Target-driven and result-oriented

Problem-solving and conflict resolution skills

Ability to work independently and as part of a team

Good analytical and documentation skills

Compensation & Benefits:

Competitive salary with incentives

Travel allowance (if applicable)

Performance bonuses

Opportunities for career growth and development

Job Title: Senior Manager – Banking/ BFSI Software Sales

Location: Delhi

Company: Aska Technologies Pvt Ltd (An Aska Group Company)

About Aska Technologies

Aska Technologies, part of the Aska Group, is a fast-growing player in the Govt - Tech space. We are the exclusive India partner of a global identity-based fraud detection platform and AI based crime prediction software. Aska offers a suite of cutting-edge AI enables IT and security solutions to Government and public sector clients. We work at the intersection of innovation, governance, and impact.

Role Overview

We are looking for a high-performing and experienced Senior Manager – Banking/BFSI Software Sales to drive business growth through strategic sales of banking and security-focused IT solutions to Government departments. The ideal candidate will possess a strong background in enterprise software sales with a sharp understanding of public sector procurement processes and relationship management.

Key Responsibilities

• Drive sales of Banking and Software Security Solutions in Government departments/ public sector banks/ large private banks, including BFSI-oriented offerings.
• Generate qualified leads through proactive networking, relationship building, and market research.
• Understand and navigate government sales cycles and procurement processes.
• Build relationships with senior government officials and key decision-makers.
• Deliver customized presentations, pitches, and proposals tailored to client needs.
• Manage complete sales lifecycle—from lead generation to proposal submission, contract negotiation, and closure.
• Collaborate closely with internal teams for solution design and client delivery.
• Ensure timely reporting, pipeline management, and achievement of sales targets.
• Act as the single point of contact for all business development initiatives in the assigned territory.
• Prepare detailed technical and budgetary proposals, client communication letters, and related documentation.

Qualifications & Experience

• Education: B.E./B.Tech or equivalent from a recognized institute.
• Experience:
• Minimum 8+ years of total experience, with at least 5 years in selling Banking/Financial IT solutions to Government clients.
• Proven track record in solution sales, particularly in the GovTech or BFSI public sector space.
• Strong understanding of Government RFP/tender processes and vendor onboarding procedures.
• Exceptional communication, interpersonal, and presentation skills.
• Self-motivated with the ability to work independently and manage complex sales cycles.
• Ability to travel as required within the region.

Preferred Skills

• Exposure to cybersecurity, fraud prevention systems, or digital banking platforms.
• Experience working with police departments or internal security agencies is a plus.
• Familiarity with CRM tools and sales forecasting platforms.