5,975 South Indian Bank jobs in India
Relationship Associate – South Indian Bank Channel
Kerala, Kerala
JOBS n TA HR Services
Posted today
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Job Description
• Achieve sales targets from 2-3 assigned bank branches
• Promote bank staff incentive programs
• Develop new markets as per company strategy
• Build strong customer base for cross-sell & up-sell
This advertiser has chosen not to accept applicants from your region.
0
Financial Services
Nagpur, Maharashtra
Rapid Recruitment Agency
Posted today
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Job Description
**Designation: Financial Service Associate - Financial Services**
**Role/Functional Area: Sales/Business Development**
**Experience: 0.6 year - 2 years**
**Salary Range: As per industry standard**
**Role and Responsibility**:
- **Business Targets**:Achievement of business targets for all financial products as defined and agreed upon.
- Meet customers to sell all financial products
- Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited
- Influence customers to buy FD who have no prior HDFC Deposit relationship.
- Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
- Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
- Communicate the necessary details to the customers for the products being bought by them.
- Ensure sale is completed through / in line with the defined sales process.
- Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)
- and appropriate open market share for all products (PAR / ULIP / Non Par).
- Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
- Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
- Ensure maximum joint calls with each HL executive mapped.
- Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
- Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.
- Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
- Be updated with the latest product features to enhance his / her selling abilities
- Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
- **Relationship Building**:
- Manage relationship with HL executives mapped to him / her.
- Maintain good relations with HDFC Limited
- Maintain good relationship with Channel partners & DSA
- Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
- **Account Management & Servicing**:
- Manage and service the existing customer portfolio.
- Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
- Timely sharing of updated reports with the customers on products being bought by them.
- Co-ordinate with the customers at the time of renewals.
- **Certification and regulatory compliance**:
- Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products
- The FSA has to be conscious and vigilant towards declaration of the customer information. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
- Ensure the right quality of business being sourced.
- Must be a graduate from any stream
- Should have minimum 6 months of experience in sales (insurance)
- Open for travelling
**Salary**: ₹20,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
**Role/Functional Area: Sales/Business Development**
**Experience: 0.6 year - 2 years**
**Salary Range: As per industry standard**
**Role and Responsibility**:
- **Business Targets**:Achievement of business targets for all financial products as defined and agreed upon.
- Meet customers to sell all financial products
- Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited
- Influence customers to buy FD who have no prior HDFC Deposit relationship.
- Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
- Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
- Communicate the necessary details to the customers for the products being bought by them.
- Ensure sale is completed through / in line with the defined sales process.
- Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)
- and appropriate open market share for all products (PAR / ULIP / Non Par).
- Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
- Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
- Ensure maximum joint calls with each HL executive mapped.
- Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
- Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.
- Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
- Be updated with the latest product features to enhance his / her selling abilities
- Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
- **Relationship Building**:
- Manage relationship with HL executives mapped to him / her.
- Maintain good relations with HDFC Limited
- Maintain good relationship with Channel partners & DSA
- Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
- **Account Management & Servicing**:
- Manage and service the existing customer portfolio.
- Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
- Timely sharing of updated reports with the customers on products being bought by them.
- Co-ordinate with the customers at the time of renewals.
- **Certification and regulatory compliance**:
- Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products
- The FSA has to be conscious and vigilant towards declaration of the customer information. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
- Ensure the right quality of business being sourced.
- Must be a graduate from any stream
- Should have minimum 6 months of experience in sales (insurance)
- Open for travelling
**Salary**: ₹20,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
This advertiser has chosen not to accept applicants from your region.
1
Financial Services Manager
ICICI Prudential Pension Funds Management Company Limited
Posted today
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Job Description
This advertiser has chosen not to accept applicants from your region.
2
Financial services manager
Dindigul, Tamil Nadu
ICICI Prudential Pension Funds Management Company Limited
Posted today
Job Viewed
Job Description
? Hiring: FSC/FSM /BT /KRM? Location: Vadodara & Ahmedabad, Gujarat? Immediate Joiners Preferred | Freshers (2025 Batch) Welcome? About the CompanyICICI Prudential Pension Funds Management Ltd. is a wholly owned subsidiary of ICICI Prudential Life Insurance Company Ltd.We are a PFRDA-approved Pension Fund Manager under the National Pension System (NPS).Since 2009, ICICI Prudential PFM has been helping corporates, PSUs, and individuals secure their retirement with market-linked returns and tax-saving benefits. With rapid growth in subscribers and Assets Under Management (AUM), we are contributing towards making India a pensionable society? Dynamics of the RoleThis is an exciting opportunity in India’s fast-growing pension industry. The role involves client acquisition, account management, project execution, and promoting NPS. You will be directly contributing to expanding NPS adoption by working with corporates, PSUs, emerging partners, and individual clients, while closely collaborating with cross-functional teams? Key ResponsibilitiesDevelop and execute plans to achieve business targets & expand customer basePromote NPS to corporate and retail clientsGenerate new leads through references, , networking, and market outreachProspect, meet, and engage with top management of corporates (CXOs/VPs)Negotiate terms, onboard corporates, and manage client implementationConduct presentations and awareness sessions on retirement planning solutionsProvide client support, resolve queries, and ensure smooth servicingStay updated with PFRDA guidelines and industry best practices? Who Can Apply Fresh Graduates – 2025 Batch Pass-Outs Candidates with 2–4 years of experience in Business Development, or Relationship Management Immediate joiners will be preferred?️ Skills & CompetenciesStrong communication & presentation skillsNetworking, negotiation, and client engagement skillsAbility to work independently & achieve targetsFlexibility to travel within Gujarat as per business needs? What We OfferOpportunity to work with a leading Pension Fund Management company (PFRDA registered)Exposure to corporate sales, B2 B engagement & financial services
This advertiser has chosen not to accept applicants from your region.
3
Financial Services Manager
Faridabad, Haryana
ICICI Prudential Pension Funds Management Company Limited
Posted today
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Job Description
This advertiser has chosen not to accept applicants from your region.
4
Financial Services Manager
Bunghmun, Mizoram
ICICI Prudential Pension Funds Management Company Limited
Posted today
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This advertiser has chosen not to accept applicants from your region.
5
Financial Services Manager
Narela, Delhi
ICICI Prudential Pension Funds Management Company Limited
Posted today
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Financial Services Manager
Davangere, Karnataka
ICICI Prudential Pension Funds Management Company Limited
Posted today
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7
Financial Services Manager
Bhopal, Madhya Pradesh
ICICI Prudential Pension Funds Management Company Limited
Posted today
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8