164 Jobs Available Now
Full Time
Calicut/Kozhikode,Kannur,Kochi/Ernakulam/Cochin,Kottayam,Pathanamthitta,Perintalmanna,Thiruvananthapuram/ Trivandrum,Thrissur
500000-800000/Year
Posted : 76days ago
Posted By: Anjana V Nair
Develop and implement strategies to increase CASA deposits and cross-sell other banking products.
Monitor and analyze sales performance and customer feedback to identify areas of improvement.
Develop and maintain relationships with customers to ensure customer satisfaction.
Train and motivate branch sales staff to ensure they are meeting sales targets.
Monitor and review branch sales staff performance and provide feedback.
Develop and implement promotional campaigns to increase sales.
Monitor and analyze competitor activities and develop strategies to stay ahead.
Develop and implement customer loyalty programs to increase customer retention.
Monitor and analyze customer trends and develop strategies to capitalize on them.
Develop and implement strategies to increase customer acquisition.
Monitor and analyze customer feedback to identify areas of improvement.
Develop and implement strategies to increase customer satisfaction
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I MATES CONSULTANTS
Financial Analyst | Planning & Analysis | A Leading Small Finance Bank | Banking
Full Time,Regular/Permanent
Bangalore
1000000-1500000/Year
Posted : 74days ago
Posted By: Camilla Magline Correya
• Financial Analysis: To analyze the financial performance of a unit or customers or manpowerof the unit every month or additionally as the need arises and provide analytical andrecommendatory reports• Financial Budgeting/Forecasting: To prepare periodic budgets of the unit (quarterly, semi-annually and annually), by analyzing past trends• Financial Planning: To prepare the financial planning of the unit for a three-year period bycoordinating with the sales team to understand the future market and technological trend• Calculation of financial ratios and trend analysis – Headcount and wages bill analysis –Proactively identifying and communicating areas of risks & opportunities• Proposal Review: To review proposals that are submitted to the client in terms of financialand pricing clauses, analyze the impact and risks of the proposal financials for the unit andthe organization• Pricing Modelling: To prepare multiple pricing models and scenarios for the unit based onclient's request for proposal or where multiple investments by the organization needs to bemade.• Investor relations: To address investor queries• Management reporting: Board deck, monthly review meetings, investor presentation,product PnL• Adhoc CFO projects: To work on CFO projects involving automation, treasury management,cashflow analysis, strategic cost management.
Full Time
Calicut/Kozhikode,Kannur,Kochi/Ernakulam/Cochin,Kollam,Kottayam,Malappuram,Pathanamthitta,Thiruvananthapuram/ Trivandrum,Thrissur
400000-600000/Year
Posted : 76days ago
Posted By: Anjana V Nair
Responsible for acquiring new customers and maintain relationships with existing customers.
Developing and executing strategies to acquire new customers .
Responsible for Cross selling other banking product
Identifying customer needs and providing customized solutions to meet those needs.
Developing depth knowledge of banking products.
Developing and executing strategies to increase cross-sell and upsell opportunities.
I MATES CONSULTANTS
Assistant Acquisition Manager | A Leading Bank| CASA| Banking Sales | Banking
Full Time
Alappuzha,Calicut/Kozhikode,Kochi/Ernakulam/Cochin,Kottayam,Thrissur
250000-350000/Year
Posted : 90days ago
Posted By: Aswathy R
Develop and implement strategies to acquire new customers for CASA banking products.
Monitor and analyze customer acquisition trends and develop strategies to increase customer base.
Develop and maintain relationships with existing and potential customers.
Identify and evaluate new customer acquisition opportunities.
Develop and implement promotional campaigns to attract new customers.
Monitor and analyze customer feedback and develop strategies to improve customer experience.
Monitor and analyze competitor activities and develop strategies to stay ahead of the competition.
Develop and implement strategies to increase customer retention.
Monitor and analyze customer acquisition costs and develop strategies to reduce costs.
Develop and implement strategies to increase customer referrals.
Full Time
Calicut/Kozhikode,Kannur,Kochi/Ernakulam/Cochin,Kollam,Kottayam,Malappuram,Pathanamthitta,Thiruvananthapuram/ Trivandrum,Thrissur
400000-600000/Year
Posted : 92days ago
Posted By: Anjana V Nair
Responsible for acquiring new customers and maintain relationships with existing customers.
Developing and executing strategies to acquire new customers .
Responsible for Cross selling other banking product
Identifying customer needs and providing customized solutions to meet those needs.
Developing depth knowledge of banking products.
Developing and executing strategies to increase cross-sell and upsell opportunities.
Full Time
Alappuzha,Kochi/Ernakulam/Cochin,Thiruvananthapuram/ Trivandrum
700000-1000000/Year
Posted : 70days ago
Posted By: Anat Riya
Provide portfolio management advise & guide the client to ensure the investments are in line with their goals.
Servicing existing clients with the support of client servicing team.
Analyze market trends and make recommendations to clients on portfolio adjustments.
Adhering to all regulatory, statutory, and corporate compliance standards.
Strong blend of analytical thinking and operations execution.
Effectively networking across markets and generating potential business leads.
I MATES CONSULTANTS
Branch Manager | Retail Branch Banking | A Leading Small Finance Bank | Banking
Full Time
Ambattur,Chengalpattu,Coimbatore,Kancheepuram,Tirupati,Vellore
1000000-1200000/Year
Posted : 76days ago
Posted By: Nidhi Nikhil
Implement plans and strategies to ensure the liability bsuiness of the branch.
Develop and implement strategies to increase customer base and revenue.
Monitor and analyse branch performance and develop plans to improve effiency and profitability.
Ensure compliance with all banking regulations,operations and policies.
Develop and maintain relatioships with customers and other stakeholders.
Develop and implement customer service initiatives.
Analyze customer data to identify trendsand opportunities.
Area mapping to be done to know the customer requirements.
Provide guidance and support to the staff members to achieve their targets.
I MATES CONSULTANTS
Branch Manager | Retail Branch Banking | A Leading Small Finance Bank | Banking
Full Time
Anekal,Bangalore
1000000-1500000/Year
Posted : 100days ago
Posted By: Nidhi Nikhil
Implement plans and strategies to ensure the liability bsuiness of the branch.
Develop and implement strategies to increase customer base and revenue.
Monitor and analyse branch performance and develop plans to improve effiency and profitability.
Ensure compliance with all banking regulations,operations and policies.
Develop and maintain relatioships with customers and other stakeholders.
Develop and implement customer service initiatives.
Analyze customer data to identify trendsand opportunities.
Area mapping to be done to know the customer requirements.
Provide guidance and support to the staff members to achieve their targets.
Full Time,Regular/Permanent
Bangalore
Posted : 43days ago
Posted By: Camilla Magline Correya
Financial Accounting & Audits - accounting & book closure, preparation of statutory financials, vendor management, statutory audits, internal audit, tax audit.Regulatory Reporting - RBI compliance on finance, filing of RBI returns, and regulatory audits.Compliances - tax compliance (income tax & indirect taxes), filing of returns of GST, TDS, professional tax, provident fund and other applicable acts,
complete the regulatory & statutory requirements as per the timelines
manage monthly & quarterly accounting with minimal supervision
ensure zero error in all reporting documentation
I Mates Consultants
Branch Manager | Retail Branch Banking | Banking | A leading Bank | Banking
Full Time,Regular/Permanent
Calicut/Kozhikode,Kannur,Kottayam,Thiruvananthapuram/ Trivandrum,Thrissur
900000-1500000/Year
Posted : 45days ago
Posted By: Allwyn
Manage the daily operations of the retail branch banking, including customer service, sales, and financial transactions.
Develop and implement strategies to increase customer base and profitability.
Monitor and analyze branch performance and develop plans to improve performance.
Ensure compliance with all banking regulations and policies.
Develop and maintain relationships with customers and other stakeholders.
Provide leadership and guidance to branch staff.
Monitor and manage branch budgets.
Develop and implement customer service initiatives.
Identify and resolve customer service issues.
Develop and implement sales strategies to increase revenue.
I Mates Consultants
Branch Manager | Retail Branch Banking | Banking | A leading Bank | Banking
Full Time,Regular/Permanent
Calicut/Kozhikode,Kannur,Kottayam,Thiruvananthapuram/ Trivandrum,Thrissur
900000-1500000/Year
Posted : 45days ago
Posted By: Allwyn
Manage the daily operations of the retail branch banking, including customer service, sales, and financial transactions.
Develop and implement strategies to increase customer base and profitability.
Monitor and analyze branch performance and develop plans to improve performance.
Ensure compliance with all banking regulations and policies.
Develop and maintain relationships with customers and other stakeholders.
Provide leadership and guidance to branch staff.
Monitor and manage branch budgets.
Develop and implement customer service initiatives.
Identify and resolve customer service issues.
Develop and implement sales strategies to increase revenue.
I MATES CONSULTANTS
Relationship Manager | Portfolio Management | A Leading Bank Bangalore | Banking
Full Time
Bangalore
600000-1600000/Year
Posted : 76days ago
Posted By: Sangeetha
Develop and maintain relationships with clients to ensure their portfolio management needs are met.
Provide advice and guidance to clients on portfolio management strategies.
Monitor and analyze market trends to identify potential opportunities for clients.
Develop and implement portfolio management strategies tailored to each client’s individual needs.
Monitor and review client portfolios to ensure they are meeting their goals.
. Provide regular updates to clients on their portfolio performance.
. Identify and recommend new products and services to clients.
Develop and maintain relationships with internal and external stakeholders.
Ensure compliance with all relevant regulations and policies.
Provide training and support to clients on portfolio management strategies.
Analyze and interpret financial data to identify potential risks and opportunities.
Develop and implement strategies to maximize returns on client investments.
Full Time
Chennai,Kochi/Ernakulam/Cochin
450000-550000/Year
Posted : 84days ago
Posted By: Nidhi Nikhil
Responsible for onboarding new clients to the bank
Generating leads of customer through referral, meeting in the branch walk-ins customer,associates, emailing, direct mailing, ATMs and via cold calls.
Developing and maintaining a long lasting relationship with the customers
Ensuring excellent customer service is delivered.
Adhere to banking norms and regulations.
I MATES CONSULTANTS
Branch Operation Manager | Retail Branch Banking | A Leading Bank | Banking
Regular/Permanent
Bangalore
700000-1000000/Year
Posted : 89days ago
Posted By: Sangeetha
Responsible for overseeing the daily operations of the Branch.
Develops and implements strategies to increase branch profitability and customer satisfaction.
Conducts regular audits and reviews to ensure compliance with regulatory requirements.
Collaborates with other departments, such as marketing and finance, to develop and execute branch-specific initiatives.
Monitors and analyzes branch performance data to identify areas for improvement and implement corrective actions.
Ensures that all branch staff are trained and knowledgeable about bank products and services.
Handles escalated customer complaints and resolves issues in a timely and satisfactory manner.
Develops and maintains relationships with key clients and business partners to drive business growth.
Stays updated on industry trends and competitors' activities to make informed decisions and stay ahead in the market.
Reports to senior management on branch performance, goals, and strategies.
Full Time
Chennai,Kochi/Ernakulam/Cochin
450000-550000/Year
Posted : 100days ago
Posted By: Nidhi Nikhil
Responsible for onboarding new clients to the bank
Generating leads of customer through referral, meeting in the branch walk-ins customer,associates, emailing, direct mailing, ATMs and via cold calls.
Developing and maintaining a long lasting relationship with the customers
Ensuring excellent customer service is delivered.
Adhere to banking norms and regulations.
I MATES CONSULTANTS
Branch Manager | Branch Banking | A Leading Small Finance Bank | Banking
Full Time
Kannur
1100000-1800000/Year
Posted : 100days ago
Posted By: Aswathy R
Implement plans and strategies to ensure the liability business of the branch
Develop and implement strategies to increase customer base and revenue.
Monitor and analyze branch performance and develop plans to improve efficiency and profitability.
Ensure compliance with all banking regulations, operations and policies.
Develop and maintain relationships with customers and other stakeholders.
Develop and implement customer service initiatives.
Analyze customer data to identify trends and opportunities.
Area mapping to be done to know the customer requirements
Provide guidance and support for the staff members to achieve their targets
I MATES CONSULTANTS
Sales Manager | Home Loan/Loan Against Property | Retail Assets | Banking
Full Time
Bangalore,Chennai,Coimbatore,Hyderabad,Madurai,Salem,Trichirappalli
500000-750000/Year
Posted : 6days ago
Posted By: Nidhi Nikhil
Identifying the prospects and cultivate relationships with potential customers, including individuals, businesses, institutions, etc to generate leads and business growth.
Enhancing business inflow through different marketing campaign and collecting leads through DSA/DST channels and connectors.
Develop and implement sales plans and strategies to achieve sales targets for HL/LAP products.
Encourage and support the team to achieve the business targets.
Prepare daily sales MIS reports to track the record.
Ensure adherence and norms according to SEBI guideliness.
Full Time
Kochi/Ernakulam/Cochin
300000-500000/Year
Posted : 44days ago
Posted By: Aswathy R
Develop and implement strategies to acquire new customers and increase customer base
Analyze customer data to identify potential customers and target them with appropriate marketing campaigns
Develop and maintain relationships with existing customers to ensure customer loyalty
Monitor customer feedback and provide timely responses to customer queries
Develop and implement strategies to increase customer satisfaction
Monitor customer trends and develop strategies to increase customer retention
Develop and implement strategies to increase customer referrals
Develop and maintain relationships with external partners to increase customer acquisition
Monitor competitor activities and develop strategies to stay ahead of the competition
Develop and implement customer loyalty programs to increase customer loyalty
Develop and implement strategies to increase customer engagement
Monitor customer service performance and develop strategies to improve customer service
I MATES CONSULTANTS
Branch Manager | Retail Branch Banking | A Leading Bank | Banking
Full Time
Bangalore
1200000-1700000/Year
Posted : 44days ago
Posted By: Krishnapriya M V
Location - Andaman and Nicobar Islands, Bangalore
Implement plans and strategies to ensure the liability bsuiness of the branch.
Develop and implement strategies to increase customer base and revenue.
Monitor and analyse branch performance and develop plans to improve effiency and profitability.
Ensure compliance with all banking regulations,operations and policies.
Develop and maintain relatioships with customers and other stakeholders.
Develop and implement customer service initiatives.
Analyze customer data to identify trends and opportunities.
Area mapping to be done to know the customer requirements.
Provide guidance and support to the staff members to achieve their targets.
Full Time
Bangalore,Coimbatore,Erode,Hosur,Hyderabad,Karur,Kochi/Ernakulam/Cochin,Ooty,Palakkad,Salem,Thoothukudi /Tuticorin,Tiruchirappalli,Tiruppur
450000-650000/Year
Posted : 55days ago
Posted By: Nidhi Nikhil
1) Responsible for acquisition of quality current account variants, identifying correct segment and reference generation from the specified catchment.2) Ensuring the activation done within the TAT period, ensure intitial handholding and followup for repeat funding of acquired customers.3) Revenue acquisition by cross selling other banking products.4) Ensure timely escalation of issues impacting business and give appropriate solutions to address the concerns.5) Maintaining MIS reports, ensure KYC norms and complete adherence according to SEBI guideliness.
I MATES CONSULTANTS
Branch Sales Manager/CASA/A Leading Bank | Banking
Full Time
Mumbai
800000-1000000/Year
Posted : 58days ago
Posted By: Caroline Williams
1. Responsible for managing and driving sales of current account and savings account (CASA) products for a leading bank. 2. Develop and implement strategies to achieve sales targets and increase market share. 3. Lead a team of sales executives and provide guidance and support to ensure their success. 4. Identify potential customers and build relationships to generate new business opportunities. 5. Conduct market research and analysis to identify customer needs and preferences. 6. Collaborate with other departments such as marketing and product development to create effective sales campaigns and promotions. 7. Monitor and analyze sales performance and provide regular reports to senior management. 8. Ensure compliance with all banking regulations and policies while conducting sales activities. 9. Train and develop sales team members to enhance their skills and knowledge. 10. Conduct regular meetings and performance reviews with team members to track progress and provide feedback. 11. Maintain strong relationships with existing customers to ensure retention and cross-selling opportunities. 12. Stay updated with industry trends and competitor activities to make informed decisions and stay ahead in the market.
I MATES CONSULTANTS
Virtual Relationship Manager | Portfolio Management | A Leading Bank | Banking
Full Time
Bangalore,Hyderabad,Kochi/Ernakulam/Cochin,Mumbai
600000-1400000/Year
Posted : 61days ago
Posted By: Anat Riya
Ensure retention of customersDevelop & maintain relationships with HNI customers to ensure their portfolio management needs are met.Generation of refferals from databaseResponsible for cross sell & enhancing relationship with existing customerskeep up to date with changes in the financial markets &regulationsAnalyze market trends and make recommendations to customer on portfolio adjustments.
I MATES CONSULTANTS
KEY ACCOUNT MANAGER | CORPORATE SALARY | A LEADING BANK | Banking
Full Time,Regular/Permanent
Chennai
700000-1000000/Year
Posted : 62days ago
Posted By: Athira Nair
Develop and maintain relationships with key corporate clients to ensure customer satisfaction and loyalty
Analyze customer data to identify opportunities for growth and develop strategies to increase revenue
Negotiate and manage corporate contracts and agreements
Monitor and report on customer account performance
Develop and implement customer loyalty programs
Identify and develop new business opportunities
Develop and maintain relationships with internal stakeholders
Provide customer service support and problem resolution
Manage customer accounts and ensure timely payments
Monitor and analyze market trends and competitor activities
Develop and implement strategies to increase customer retention
Manage customer complaints and ensure customer satisfaction
I MATES CONSULTANTS
Branch Operations Manager | Branch Banking | A Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin,Thiruvananthapuram/ Trivandrum
600000-900000/Year
Posted : 63days ago
Posted By: Aswathy R
Manage the daily operations of the branch, ensuring that all customer service, sales, and operational goals are met.
Develop and implement strategies to increase customer satisfaction and loyalty.
Monitor and analyze branch performance metrics to identify areas of improvement.
Ensure compliance with all banking regulations and policies
Develop and maintain relationships with customers and other stakeholders
Lead and motivate branch staff to achieve performance goals
Oversee the hiring, training, and development of branch staff
Monitor and manage branch expenses to ensure cost-effectiveness.
Maintain accurate branch report files, file branch documentation
Ensuring each request is thoroughly reviewed and completed properly before approval
I MATES CONSULTANTS
Regional Manager | Corporate Salary | A leading Bank | Banking
Full Time
Bangalore
Posted : 63days ago
Posted By: Allwyn
Recruiting, training and handholding area sales managers/ sales managers/ and FOS team for delivery of business and quality numbers.
Managing quality parameters pre acquisition and post-acquisition of corporates and customers.
Drive growth in corporate salary portfolio by acquiring strategic accounts and deepening relationships with existing corporates.
Improve the performance & quality of portfolio through regular monitoring of key parameters (profitability, ticket size, competitor metrics) across corporate accounts/segments and undertake course correction decisions.
Recommend improvements to processes and policies across the business and ensure the adherence to internal/regulatory compliances in all activities.
Collaborate with the Platforms Head and Head of Retail Ops to facilitate seamless customer experiences through leading technologies and efficiencies
Full Time
Kochi/Ernakulam/Cochin
500000-750000/Year
Posted : 64days ago
Posted By: Camilla Magline Correya
Responsible for managing and leading the sales team of Business Development Officer who is in Assistant Manager
Develop and implement strategies to enhance business growth and increase sales revenue.
Monitor and analyze market trends and competitor activities to identify potential business opportunities.
Collaborate with other departments to develop and launch new products and services to meet customer needs.
Conduct regular performance evaluations and provide coaching and training to the sales team to improve their skills and productivity.
Develop and maintain relationships with key clients and stakeholders to ensure customer satisfaction and retention.
Create and manage sales targets and budgets, and track progress towards achieving them.
Utilize data and analytics to make informed decisions and drive sales performance.
Stay updated on industry developments and changes in regulations to ensure compliance and mitigate risks.
Lead and participate in sales meetings, conferences, and events to promote the bank's products and services.
Full Time
Bangalore,Mumbai
500000-1400000/Year
Posted : 70days ago
Posted By: Caroline Williams
1) Right cross-sell of products basis profiling and engagement.Penetration of products across groups.Sales across all product segments-TPP, Assets, Cards etc.2)Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow.Promoting Digital Banking services for a superior customer service experience.3) Profiling of customers in order to aid right cross-servicing of Bank products.Regular interactions with the customers and pro-actively assessing customer needs. 4) Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.Ensure portfolio quality of relationship while racing considering eligibility. 5) Monitor large amount movements and account closure from the deposit accounts.Ensure retention of customers.6) 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.7) Adherence to set processes of updating customer interactions in CRM next.Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.
I MATES CONSULTANTS
Relationship Manager | Capital & Commodity Market | A Leading Bank | Banking
Full Time
Bangalore
1500000-2400000/Year
Posted : 71days ago
Posted By: Camilla Magline Correya
A Relationship Manager in the Capital & Commodity Market at a Leading Bank is responsible for managing and maintaining relationships with clients in the financial sector.
2. They act as a primary point of contact for clients, providing them with personalized and tailored financial solutions.
3. Relationship Managers are experts in the capital and commodity markets, with a deep understanding of market trends and investment opportunities.
4. They work closely with clients to understand their financial goals and risk appetite, and then develop strategies to help them achieve their objectives.
5. Relationship Managers are responsible for generating new business and expanding the bank's client base in the capital and commodity markets.
6. They are skilled at building and maintaining strong relationships with clients, ensuring their satisfaction and loyalty to the bank.
7. Relationship Managers also collaborate with other departments within the bank, such as investment banking and wealth management, to provide comprehensive financial solutions to clients.
8. They stay updated on market developments and regulatory changes, and advise clients accordingly to help them make informed investment decisions.
9. Relationship Managers are responsible for managing client portfolios, monitoring their performance, and making adjustments as needed.
10. They also handle client inquiries and concerns, and provide timely and accurate responses to maintain a high level of customer service.
I MATES CONSULTANTS
Relationship Manager | Wealth Management | A Leading Bank | Banking
Full Time
Chennai,Coimbatore
1500000-2500000/Year
Posted : 71days ago
Posted By: Sangeetha
Develop and maintain relationships with high net worth clients to provide tailored wealth management services.
Analyze clients’ financial situations and develop strategies to meet their financial goals.
Provide advice on investments, insurance, estate planning, and other financial services.
Monitor clients’ portfolios and make recommendations for changes as needed.
Stay up to date on market trends and changes in the financial industry.
Prepare and present financial plans and investment strategies to clients.
Negotiate with financial institutions to secure the best terms for clients.
Respond to client inquiries in a timely and professional manner.
Identify new business opportunities and develop strategies to increase client base.
I MATES CONSULTANTS
Branch Sales Manager | CASA | A Leading Bank | Banking
Regular/Permanent
Bangalore
800000-1200000/Year
Posted : 71days ago
Posted By: Sangeetha
Develop and implement strategies to increase CASA , deposits and cross-sell other banking products.
Monitor and analyze sales performance and customer feedback to identify areas of improvement.
Develop and maintain relationships with customers to ensure customer satisfaction.
Train and motivate branch sales team to ensure they are meeting sales targets.
Monitor and review branch sales staff performance and provide feedback.
Develop and implement promotional campaigns to increase sales.
Monitor and analyze competitor activities and develop strategies to stay ahead.
Develop and implement customer loyalty programs to increase customer retention.
Develop and implement strategies to increase customer base.
Monitor and analyze customer feedback to identify areas of improvement.
I MATES CONSULTANTS
Relationship Manager | Portfolio Management | A Leading Bank - Chennai | Banking
Full Time
Chennai
600000-1600000/Year
Posted : 71days ago
Posted By: Sangeetha
Develop and maintain relationships with clients to ensure their portfolio management needs are met.
Provide advice and guidance to clients on portfolio management strategies.
Monitor and analyze market trends to identify potential opportunities for clients.
Develop and implement portfolio management strategies tailored to each client’s individual needs.
Monitor and review client portfolios to ensure they are meeting their goals.
. Provide regular updates to clients on their portfolio performance.
. Identify and recommend new products and services to clients.
Develop and maintain relationships with internal and external stakeholders.
Ensure compliance with all relevant regulations and policies.
Provide training and support to clients on portfolio management strategies.
Analyze and interpret financial data to identify potential risks and opportunities.
Develop and implement strategies to maximize returns on client investments.
I MATES CONSULTANTS
Sales Manager | Retail Branch Banking | A leading Bank | Banking
Full Time
Karur,Kochi/Ernakulam/Cochin,Ooty,Salem,Thirunelveli,Thoothukudi /Tuticorin
750000-800000/Year
Posted : 71days ago
Posted By: Sangeetha
As a senior sales manager,you are responsible for leading and managing a team of sales professionals to achieve company sales targets and objectives.The branch banking products like Savings accounts and current account acquisition will be the job role along with team handling. We are currently hiring for Senior manager Role at different pan India locations - of kerala &TN .which includes Kochi,Karur,Salem,Thirunelveli,Ooty,Tuticoirn..Job role involves identifying new business opportunities, building and maintaining relationships with key clients, and negotiating contracts and deals. If you have a proven track record of successfully managing large sales teams and motivating them to exceed targets. As a senior sales manager,you are responsible for setting sales targets, monitoring performance, and providing regular reports to senior management. you are responsible for conducting sales training and coaching sessions to develop the skills and knowledge of my team members.
I MATES CONSULTANTS
Training & Quality Manager | Virtual Banking | A Leading Bank | Banking
Full Time,Part Time
Bangalore
600000-1000000/Year
Posted : 71days ago
Posted By: Camilla Magline Correya
New hire training - Responsible for Training of all new VRM/PB Staff at the Unit on behavioral skills, Products-service & income, Processes- sales & service, sales conversation skills and Policies of the Bank to ensure best in class customer experience & productivity. 2. Mandatory certification - To ensure all new joinees are NISM and IRDA certified within stipulated no. of days. 3. Improvise on quality through re-training - To ensure high quality of product, sales and process knowledge amongst all staff in the Unit through effective refreshers as per defined timelines and standards. 4. Knowledge levels - Ensure Best in Class Scores and Attendance across various Tests / Checks conducted. 5. Written communication - Ensure top class documentation of CRM to leave a trace of past interactions with the customers. 6. Continuous quality monitoring through call listening - To ensure consistent high quality of interactions and customer engagement through calls and transactional Accuracy at the Unit through regular Call Monitoring and Effective Feedback sessions by Self and team supervisors. 7. Compliance adherence - To ensure strict adherence to Quality parameters in terms of relationship building, service delivery and process. 8. Analyse reports, updates, errors percentage, trends across tests, monitoring, audits checks and focus on continuos improvement through training and coaching. 9. To drive a culture of high quality and professional discipline amongst the entire team
I MATES CONSULTANTS
Sales Manager | Business Loan | Working Capital | A Leading Bank | Banking
Full Time
Bangalore,Mysore
500000-1400000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Develop and implement strategies to increase sales of business loans for a leading bank.
Analyze customer needs and develop loan products to meet those needs.
Develop and maintain relationships with key stakeholders, including customers, partners, and other departments.
Monitor and analyze market trends to identify opportunities for growth.
Develop and implement marketing plans to promote business loan products.
Monitor and analyze performance of loan products and adjust strategies accordingly.
Develop and maintain a network of referral sources to generate new business.
I MATES CONSULTANTS
Sales Manager | Business Loan | Working Capital | A Leading Bank | Banking
Full Time
Bangalore,Mysore
500000-1400000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Develop and implement strategies to increase sales of business loans for a leading bank.
Analyze customer needs and develop loan products to meet those needs.
Develop and maintain relationships with key stakeholders, including customers, partners, and other departments.
Monitor and analyze market trends to identify opportunities for growth.
Develop and implement marketing plans to promote business loan products.
Monitor and analyze performance of loan products and adjust strategies accordingly.
Develop and maintain a network of referral sources to generate new business.
I MATES CONSULTANTS
Area Sales Manager | Credit cards | A Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin
500000-750000/Year
Posted : 76days ago
Posted By: Anat Riya
1.Develop and implement strategies to increase credit card sales2.Monitor and analyze sales performance and customer feedback to identify areas of improvement. 3. Develop and maintain relationships with customers to ensure customer satisfaction. 4. Train and motivate sales team & ensure they are meeting sales targets. 5 . Develop and implement promotional campaigns to increase credit card sales.6.Monitor and analyze customer trends and develop strategies to capitalize on them.7. Analyze customer feedback to identify areas of improvement.
I Mates Consultants
Acquisition Manager / Corporate Salary / A Leading Bank | Banking
Full Time
Chennai,Kochi/Ernakulam/Cochin,Thiruvananthapuram/ Trivandrum
200000-500000/Year
Posted : 76days ago
Posted By: Anjana V Nair
• Responsible for developing and executing acquisition strategies to acquire new customers for the bank. • Analyze customer data to identify potential acquisition opportunities and develop targeted campaigns. •Develop new business from existing clients and actively seek new cross sell opportunities. • Monitor and analyze customer acquisition performance and recommend changes to improve results. • Develop and implement customer acquisition strategies to meet the bank’s growth objectives. • Negotiate and manage corporate salary packages for new hires.
I Mates Consultants
Branch Sales Manager | Digital Banking | A Leading Bank | Banking
Full Time
Bangalore,Chennai
750000-850000/Year
Posted : 76days ago
Posted By: Nidhi Nikhil
Responsible for handling a team of digital acquisition managers.
Support and guide the acquisition managers for closing the deal.
Responsible for managing the leads and distributing it among the team members.
Ensuring the daily productivity of the team members and customer satisfaction.
I MATES CONSULTANTS
Sales Manager | Corporate Salary | A Leading Bank | Banking
Full Time
Bangalore,Chennai,Kochi/Ernakulam/Cochin
1000000-1500000/Year
Posted : 76days ago
Posted By: Nidhi Nikhil
Responsible for new corporate acquisitions and build relationships.
Ensure activation of all salary accounts.
Deepening of the salary relationship - new account acquisition and value build up in existing accounts.
Cross selling of all banking products at its core.
Responsible for handling a team of corporate salary RMs.
Maintaining call reports and MIS as required.
Maintaining a contact with the key people at the corporates.
I MATES CONSULTANTS
Branch Sales Manager | CASA | A Leading Bank | Banking
Regular/Permanent
Bangalore
800000-1200000/Year
Posted : 76days ago
Posted By: Sangeetha
Develop and implement strategies to increase CASA , deposits and cross-sell other banking products.
Monitor and analyze sales performance and customer feedback to identify areas of improvement.
Develop and maintain relationships with customers to ensure customer satisfaction.
Train and motivate branch sales team to ensure they are meeting sales targets.
Monitor and review branch sales staff performance and provide feedback.
Develop and implement promotional campaigns to increase sales.
Monitor and analyze competitor activities and develop strategies to stay ahead.
Develop and implement customer loyalty programs to increase customer retention.
Develop and implement strategies to increase customer base.
Monitor and analyze customer feedback to identify areas of improvement.
I MATES CONSULTANTS
Branch Sales Manager | CASA | A Leading Bank | Banking
Regular/Permanent
Bangalore
800000-1200000/Year
Posted : 76days ago
Posted By: Sangeetha
Develop and implement strategies to increase CASA , deposits and cross-sell other banking products.
Monitor and analyze sales performance and customer feedback to identify areas of improvement.
Develop and maintain relationships with customers to ensure customer satisfaction.
Train and motivate branch sales team to ensure they are meeting sales targets.
Monitor and review branch sales staff performance and provide feedback.
Develop and implement promotional campaigns to increase sales.
Monitor and analyze competitor activities and develop strategies to stay ahead.
Develop and implement customer loyalty programs to increase customer retention.
Develop and implement strategies to increase customer base.
Monitor and analyze customer feedback to identify areas of improvement.
I MATES CONSULTANTS
Virtual Relationship Manager | Virtual Banking | A Leading Bank | Banking
Full Time
Coimbatore,Mumbai
400000-600000/Year
Posted : 85days ago
Posted By: Nidhi Nikhil
Ensure retention of customers
Develop & maintain relationships with HNI customers to ensure their portfolio management needs are met.
Generation of refferals from database
Responsible for cross sell & enhancing relationship with existing customers
keep up to date with changes in the financial markets &regulations
Analyze market trends and make recommendations to customer on portfolio adjustments.
I MATES CONSULTANTS
Branch Sales Manager | CASA | A Leading Bank | Banking
Full Time
Calicut/Kozhikode,Kannur,Malappuram
Posted : 89days ago
Posted By: Aswathy R
Develop and implement strategies to increase CASA deposits and cross-sell other banking products.
Monitor and analyze sales performance and customer feedback to identify areas of improvement.
Develop and maintain relationships with customers to ensure customer satisfaction.
Train and motivate branch sales staff to ensure they are meeting sales targets.
Monitor and review branch sales staff performance and provide feedback.
Develop and implement promotional campaigns to increase sales.
Monitor and analyze competitor activities and develop strategies to stay ahead.
Develop and implement customer loyalty programs to increase customer retention.
Monitor and analyze customer trends and develop strategies to capitalize on them.
Develop and implement strategies to increase customer acquisition.
Monitor and analyze customer feedback to identify areas of improvement.
Develop and implement strategies to increase customer satisfaction.
I Mates Consultants
Branch Manager | Retail Branch Banking | A leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin,Kottayam,Pathanamthitta,Thiruvananthapuram/ Trivandrum,Thrissur
15-20/Year
Posted : 90days ago
Posted By: Aswathy R
Develop and implement strategies to increase customer base and revenue.
Monitor and analyze branch performance and develop plans to improve efficiency and profitability.
Ensure compliance with all banking regulations, operations and policies.
Develop and maintain relationships with customers and other stakeholders.
Provide leadership and guidance to branch staff.
Monitor and manage branch budgets.
Develop and implement customer service initiatives.
Develop and implement marketing strategies to promote the branch.
Analyze customer data to identify trends and opportunities.
Area mapping to be done to know the customer requirements
I MATES CONSULTANTS
Branch Sales Manager | CASA | A Leading Bank | Banking
Full Time
Calicut/Kozhikode,Kochi/Ernakulam/Cochin,Kottayam,Malappuram,Palakkad
500000-800000/Year
Posted : 90days ago
Posted By: Anat Riya
Develop and implement strategies to increase CASA deposits and cross-sell other banking products.
Monitor and analyze sales performance and customer feedback to identify areas of improvement.
Develop and maintain relationships with customers to ensure customer satisfaction.
Train and motivate branch sales staff to ensure they are meeting sales targets.
Monitor and review branch sales staff performance and provide feedback.
Develop and implement promotional campaigns to increase sales.
Monitor and analyze competitor activities and develop strategies to stay ahead.
Develop and implement customer loyalty programs to increase customer retention.
Monitor and analyze customer trends and develop strategies to capitalize on them.
Develop and implement strategies to increase customer acquisition.
Monitor and analyze customer feedback to identify areas of improvement.
Develop and implement strategies to increase customer satisfaction.
I MATES CONSULTANTS
Relationship Manager Premium Accounts | A Leading Bank | CASA | Banking
Full Time
Calicut/Kozhikode,Kochi/Ernakulam/Cochin,Malappuram,Palakkad,Thiruvananthapuram/ Trivandrum,Thrissur
300000-500000/Year
Posted : 90days ago
Posted By: Anat Riya
1. Access to a dedicated Relationship Manager who will provide personalized advice and guidance on banking and financial matters. 2. Priority access to banking services and products. 3. Preferential rates on loans and other banking products. 4. Access to exclusive offers and discounts. 5. Comprehensive financial planning and wealth management services. 6. Comprehensive insurance coverage. 7. Access to a wide range of investment options. 8. Dedicated customer service team. 9. Access to online banking and mobile banking services. 10. Access to a range of banking and financial services. 11. Ability to open multiple accounts with different currencies. 12. Access to a range of exclusive benefits and rewards.
I MATES CONSULTANTS
Branch Sales Manager | CASA | A Leading Bank | Banking
Full Time
Calicut/Kozhikode,Chengannur,Kanjirappally,Kochi/Ernakulam/Cochin,Malappuram,Thiruvananthapuram/ Trivandrum
500000-800000/Year
Posted : 90days ago
Posted By: Anat Riya
Develop and implement strategies to increase CASA deposits and cross-sell other banking products.
Monitor and analyze sales performance and customer feedback to identify areas of improvement.
Develop and maintain relationships with customers to ensure customer satisfaction.
Train and motivate branch sales staff to ensure they are meeting sales targets.
Monitor and review branch sales staff performance and provide feedback.
Develop and implement promotional campaigns to increase sales.
Monitor and analyze competitor activities and develop strategies to stay ahead.
Develop and implement customer loyalty programs to increase customer retention.
Monitor and analyze customer trends and develop strategies to capitalize on them.
Develop and implement strategies to increase customer acquisition.
Monitor and analyze customer feedback to identify areas of improvement.
Develop and implement strategies to increase customer satisfaction.
I MATES CONSULTANTS
Branch Relationship Manager | CASA| A Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin,Thrissur
250000-500000/Year
Posted : 90days ago
Posted By: Anat Riya
Monitor and review client portfolios to ensure they are performing in line with expectations.
Analyze market trends and make recommendations to clients on portfolio adjustments.
Research and identify new investment opportunities for clients.
Prepare and present portfolio performance reports to clients.
Develop and maintain relationships with high net worth clients to ensure their portfolio management needs are met.
Keep up to date with changes in the financial markets and regulations.
Provide training and support to junior staff members.
I MATES CONSULTANTS
Key Account Manager / Corporate Salary / A leading Bank | Banking
Full Time
Bangalore,Kochi/Ernakulam/Cochin
800000-1500000/Year
Posted : 92days ago
Posted By: Anjana V Nair
Handling existing portfolio of corporate customers.
Responsible for managing key accounts and corporate salary accounts for a leading bank.
Identifying high value-clients and developing strategies to build relationships with them
Negotiate and manage corporate salary accounts and ensure customer satisfaction.
Monitor and analyze customer data to identify trends and opportunities.
Developing long-term strategies for clients retention and making plans to implement them
Develop and implement strategies to increase corporate salary accounts and maintain relationships with key stakeholders.
Researching market trends and generating more sales.
I Mates Consultants
Acquisition Manager / Corporate Salary / A Leading Bank | Banking
Full Time
Bangalore,Kochi/Ernakulam/Cochin
200000-500000/Year
Posted : 92days ago
Posted By: Anjana V Nair
• Responsible for developing and executing acquisition strategies to acquire new customers for the bank. • Analyze customer data to identify potential acquisition opportunities and develop targeted campaigns. •Develop new business from existing clients and actively seek new cross sell opportunities. • Monitor and analyze customer acquisition performance and recommend changes to improve results. • Develop and implement customer acquisition strategies to meet the bank’s growth objectives. • Negotiate and manage corporate salary packages for new hires.
I MATES CONSULTANTS
Virtual Relationship Manager | Virtual sales | A leading Bank | Banking
Full Time
Chennai
250000-350000/Year
Posted : 92days ago
Posted By: Nidhi Nikhil
Ensure retention of customers
Develop & maintain relationships with classic customers to ensure their portfolio management needs are met.
Generation of refferals from database.
Responsible for cross sell & enhancing relationship with existing customers.
Keep up to date with changes in the financial markets & regulations.
Analyze market trends and make recommendations to customer on portfolio adjustments.
I MATES CONSULTANTS
Regional Manager | Corporate Salary | A leading Bank | Banking
Full Time
Bangalore
3500000-5000000/Year
Posted : 97days ago
Posted By: Allwyn
Recruiting, training and handholding area sales managers/ sales managers/ and FOS team for delivery of business and quality numbers.
Managing quality parameters pre acquisition and post-acquisition of corporates and customers.
Drive growth in corporate salary portfolio by acquiring strategic accounts and deepening relationships with existing corporates.
Improve the performance & quality of portfolio through regular monitoring of key parameters (profitability, ticket size, competitor metrics) across corporate accounts/segments and undertake course correction decisions.
Recommend improvements to processes and policies across the business and ensure the adherence to internal/regulatory compliances in all activities.
Collaborate with the Platforms Head and Head of Retail Ops to facilitate seamless customer experiences through leading technologies and efficiencies
I MATES CONSULTANTS
Sales Manager | Corporate Salary | A Leading Bank | Banking
Full Time
Bangalore,Chennai,Kochi/Ernakulam/Cochin
1000000-1500000/Year
Posted : 100days ago
Posted By: Nidhi Nikhil
Responsible for new corporate acquisitions and build relationships.
Ensure activation of all salary accounts.
Deepening of the salary relationship - new account acquisition and value build up in existing accounts.
Cross selling of all banking products at its core.
Responsible for handling a team of corporate salary RMs.
Maintaining call reports and MIS as required.
Maintaining a contact with the key people at the corporates.
I MATES CONSULTANTS
Acquisition Manager | Corporate Salary | A Leading MNC Bank | Banking
Full Time
Chennai,Coimbatore
800000-1200000/Year
Posted : 100days ago
Posted By: Nidhi Nikhil
Responsible for acquiring or onboarding the corporates for the purpose of salary accounts.
Achieve or exceed decided sales targets
Provide advice and product information to clients as appropriate, outlining features and benefits.
Maintain highest level of relationship with the Corporate and key decision maker/s.
Taking care of Salary processing for acquired
Adhere to KYC guideliness as per SEBI and banking regulations.
Full Time
Bangalore,Chennai
300000-500000/Year
Posted : 100days ago
Posted By: Nidhi Nikhil
• Develop and implement strategies to acquire new customers and increase customer base • Analyze customer data to identify potential customers and target them with appropriate marketing campaigns • Develop and maintain relationships with existing customers to ensure customer loyalty • Monitor customer feedback and provide timely responses to customer queries • Develop and implement strategies to increase customer satisfaction • Monitor customer trends and develop strategies to increase customer retention • Develop and implement strategies to increase customer referrals • Develop and maintain relationships with external partners to increase customer acquisition • Monitor competitor activities and develop strategies to stay ahead of the competition • Develop and implement customer loyalty programs to increase customer loyalty • Develop and implement strategies to increase customer engagement • Monitor customer service performance and develop strategies to improve customer service
I Mates Consultants
Branch Manager | Retail Branch Banking | A leading Bank | Banking
Full Time
Calicut/Kozhikode,Malappuram
14-16/Year
Posted : 100days ago
Posted By: Aswathy R
Develop and implement strategies to increase customer base and revenue.
Monitor and analyze branch performance and develop plans to improve efficiency and profitability.
Ensure compliance with all banking regulations, operations and policies.
Develop and maintain relationships with customers and other stakeholders.
Provide leadership and guidance to branch staff.
Monitor and manage branch budgets.
Develop and implement customer service initiatives.
Develop and implement marketing strategies to promote the branch.
Analyze customer data to identify trends and opportunities.
Area mapping to be done to know the customer requirements
I MATES CONSULTANTS
Area Head | LAP | A Small Finance Bank | Banking
Full Time
Bangalore,Chennai,Hyderabad
1000000-1200000/Year
Posted : 6days ago
Posted By: Camilla Magline Correya
The Area Head at LAP (Loan Against Property) in A Small Finance Bank is responsible for overseeing the operations and performance of multiple branches within a designated geographical area.
2. They are in charge of driving business growth and achieving targets for loan disbursement, revenue, and profitability in their area.
3. The Area Head is also responsible for managing a team of branch managers and ensuring that they are meeting their individual targets and providing excellent customer service.
4. They play a crucial role in developing and implementing strategies to increase market share and expand the bank's presence in their area.
5. The Area Head is expected to have a thorough understanding of the local market and competition, and use this knowledge to identify opportunities for growth.
6. They are responsible for maintaining strong relationships with key stakeholders, such as customers, business partners, and government officials, to enhance the bank's reputation and business opportunities.
7. The Area Head is also responsible for ensuring compliance with all regulatory and internal policies and procedures within their area.
8. They are expected to analyze data and market trends to identify potential risks and take proactive measures to mitigate them.
9. The Area Head plays a crucial role in talent management, including recruitment, training, and performance evaluation of branch managers and other team members.
I MATES CONSULTANTS
Team Manager | Virtual Banking | A leading Bank | Banking
Full Time
Bangalore
700000-8500000/Year
Posted : 9days ago
Posted By: Sangeetha
The Team Manager for Virtual Banking at this leading bank is responsible for overseeing a team of virtual bankers who provide online banking services to customers.
This role requires strong leadership skills, as the Team Manager is responsible for setting goals, managing performance, and motivating team members.
The Team Manager must have a thorough understanding of virtual banking technology and processes, as well as a deep knowledge of the bank's products and services.
They are also responsible for ensuring that the team is providing excellent customer service and meeting all service level agreements.
The Team Manager works closely with other departments, such as IT and marketing, to ensure that the virtual banking platform is up-to-date and effectively marketed to customers.
They are also responsible for developing and implementing strategies to increase customer adoption and usage of virtual banking services.
The Team Manager must have strong analytical skills to track and report on key performance indicators, such as customer satisfaction and usage rates.
The Team Manager must have excellent communication skills, as they will be responsible for communicating with both team members and senior management.
Must also have strong problem-solving skills to address any issues or challenges that may arise in the virtual banking platform or team operations.
I MATES CONSULTANTS
Relationship Banking Head| Branch Banking | A Leading Bank | Banking
Full Time
Chennai,Hyderabad
1200000-1600000/Year
Posted : 20days ago
Posted By: Nidhi Nikhil
1) R M Head is responsible for managing the Team, ensuring they are well-trained and motivated to provide excellent service to customers.2) R M Head is responsible for developing and implementing strategies to increase customer acquisition and retention, as well as improving customer satisfaction.3) As a leader R M Head is also involved in decision-making processes for Revenue generation and other strategic initiatives.4) R M Head should manage the team for the overall profitability of the branch.
I MATES CONSULTANTS
State's MIS Manager | Branch Banking | A Leading Bank | Banking
Full Time
Bangalore
500000-700000/Year
Posted : 20days ago
Posted By: Camilla Magline Correya
Develop and implement MIS strategies and plans to ensure the efficient and effective use of the Bank’s resources.
Monitor and analyze MIS performance and recommend improvements to ensure the Bank’s objectives are met.
Develop and maintain MIS systems and databases to support the Bank’s operations.
Manage the development and implementation of MIS projects.
Ensure the accuracy and integrity of MIS data.
Develop and maintain MIS policies and procedures.
Monitor and analyze MIS trends and recommend changes to ensure the Bank’s objectives are met.
Liaise with other departments to ensure the effective use of MIS systems.
Provide MIS training and support to staff.
Monitor and analyze MIS performance and recommend improvements.
Develop and maintain MIS reports and dashboards.
Ensure compliance with applicable laws and regulations.
Full Time,Regular/Permanent
Bangalore
700000-900000/Year
Posted : 48days ago
Posted By: Camilla Magline Correya
Responsible for providing the best Current Account services to the customer according to the Bank policies.
Responsible for the Current Account & Trade & Forex Liabilities relationship of the assigned branches.
Should ensure the service, compliance, operations, and audit of the assigned branches.
RM must maintain a good rapport with the branch and other departments to ensure quality lead generation & support in resolving customer requirements & queries.
RM must ensure the acquisition of new to bank current account customers.
I MATES CONSULTANTS
Senior Relationship Manager | Portfolio Management | A Leading Bank | Banking
Full Time
Bangalore,Mumbai
Posted : 58days ago
Posted By: Caroline Williams
Develop and maintain relationships with clients to ensure their portfolio management needs are met. Provide advice and guidance to clients on portfolio management strategies. Monitor and analyze market trends to identify potential opportunities for clients. Develop and implement portfolio management strategies tailored to each client’s individual needs. Monitor and review client portfolios to ensure they are meeting their goals.. Provide regular updates to clients on their portfolio performance. . Identify and recommend new products and services to clients. Develop and maintain relationships with internal and external stakeholders. Ensure compliance with all relevant regulations and policies. Provide training and support to clients on portfolio management strategies. Analyze and interpret financial data to identify potential risks and opportunities. Develop and implement strategies to maximize returns on client investments.
I MATES CONSULTANTS
Relationship Manager | TASC & Institutional Business | A Leading Bank | Banking
Full Time
Bangalore,Coimbatore
700000-1300000/Year
Posted : 71days ago
Posted By: Sangeetha
Develop and maintain relationships with institutional clients to ensure customer satisfaction and loyalty.
Identify and develop new business opportunities with existing and potential clients.
Provide advice and guidance to clients on TASC & Institutional products and services.
Monitor and analyze market trends and competitor activities to identify new opportunities.
Prepare and present sales presentations to potential clients.
Negotiate and close deals with clients.
Manage client accounts and ensure timely delivery of services.
Ensure compliance with regulatory requirements.
Develop and maintain relationships with internal stakeholders.
Provide timely and accurate reports to senior management.
I MATES CONSULTANTS
Relationship Manager | Portfolio Management | A Leading Bank | Banking
Full Time
Bangalore
600000-1600000/Year
Posted : 71days ago
Posted By: Sangeetha
Develop and maintain relationships with clients to ensure their portfolio management needs are met.
Provide advice and guidance to clients on portfolio management strategies.
Monitor and analyze market trends to identify potential opportunities for clients.
Develop and implement portfolio management strategies tailored to each client’s individual needs.
Monitor and review client portfolios to ensure they are meeting their goals.
. Provide regular updates to clients on their portfolio performance.
. Identify and recommend new products and services to clients.
Develop and maintain relationships with internal and external stakeholders.
Ensure compliance with all relevant regulations and policies.
Provide training and support to clients on portfolio management strategies.
Analyze and interpret financial data to identify potential risks and opportunities.
Develop and implement strategies to maximize returns on client investments.
I MATES CONSULTANTS
Branch Manager | Branch Banking | A Leading Bank | Banking
Full Time
Chennai
1000000-1300000/Year
Posted : 72days ago
Posted By: Nidhi Nikhil
Implement plans and strategies to ensure the liability bsuiness of the branch.
Develop and implement strategies to increase customer base and revenue.
Monitor and analyse branch performance and develop plans to improve effiency and profitability.
Ensure compliance with all banking regulations,operations and policies.
Develop and maintain relatioships with customers and other stakeholders.
Develop and implement customer service initiatives.
Analyze customer data to identify trends and opportunities.
Area mapping to be done to know the customer requirements.
Provide guidance and support to the staff members to achieve their targets.
Full Time
Calicut/Kozhikode,Kochi/Ernakulam/Cochin,Kottayam,Thrissur
700000-1300000/Year
Posted : 75days ago
Posted By: Aswathy R
Building and maintaining strong relationships with prospective and existing clients.
Researching and pursuing new business opportunities.
Identifying clients' needs and requirements and proposing suitable solutions.
Providing clients with comprehensive product/service consultations and guiding their decision-making process.
Upselling and cross-selling products/services to clients.
Resolving complaints and issues efficiently and in a timely manner.
I MATES CONSULTANTS
Branch Operations Manager | Branch Banking | Leading Bank | Banking
Full Time
Bangalore
600000-1000000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
1.Manage the daily operations of the branch, ensuring that all customer service, sales, and operational goals are met. 2.Develop and implement strategies to increase customer satisfaction and loyalty.3.Monitor and analyze branch performance metrics to identify areas of improvement.4.Ensure compliance with all banking regulations and policies.5.Develop and maintain relationships with customers and other stakeholders.6.Lead and motivate branch staff to achieve performance goals7.Oversee the hiring, training, and development of branch staff. 8.Monitor and manage branch expenses to ensure cost-effectiveness.
I MATES CONSULTANTS
Asset desk manager | Branch Banking | A Leading Bank | Banking
Full Time
Bangalore,Calicut/Kozhikode,Kochi/Ernakulam/Cochin
300000-950000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Manage the daily operations of the asset desk, including customer service, cash handling, and account management.
Ensure compliance with all bank policies and procedures.
Develop and implement strategies to increase customer satisfaction and loyalty.
Provide guidance and support to branch staff on asset desk related matters.
Monitor and analyze market trends to identify potential opportunities for the bank.
Develop and implement strategies to increase asset desk profitability.
I MATES CONSULTANTS
Relationship Manager | Banking Sales | A Leading Bank | Banking
Full Time
Bangalore,Chennai,Kochi/Ernakulam/Cochin
500000-1200000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Develop and maintain relationships with clients to ensure their portfolio management needs are met.
Have to properly understand various financial needs of the clients and do cross sell other financial products of the bank
Provide advice and guidance to clients on portfolio management strategies.
Monitor and analyze market trends to identify potential opportunities for clients.
Develop and implement portfolio management strategies tailored to each client’s individual needs.
Monitor and review client portfolios to ensure they are meeting their goals.
Provide regular updates to clients on their portfolio performance.
I MATES CONSULTANTS
NR Relationship Manager | Portfolio Management | A Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin,Kollam,Tiruvalla
700000-1400000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Develop and maintain relationships with clients to ensure their portfolio management needs are met.
Analyze client portfolios to identify areas of improvement and recommend strategies to maximize returns.
Monitor market trends and provide timely advice to clients on portfolio adjustments.
Develop and implement customized portfolio management strategies for clients. 5. Monitor client portfolios to ensure they are in line with their investment objectives.
Provide clients with regular updates on their portfolio performance.
Research and analyze investment opportunities to identify potential investments.
I MATES CONSULTANTS
Wealth Relationship Manager | Portfolio management | Leading bank | Banking
Full Time
Bangalore,Chennai,Mumbai
700000-1300000/Year
Posted : 76days ago
Posted By: Caroline Williams
1. Develop and maintain relationships with high net worth clients 2. Provide tailored advice and solutions to meet clientsâ?? financial needs 3. Identify and develop new business opportunities 4. Monitor and review clientsâ?? portfolios 5. Ensure compliance with all relevant regulations 6. Prepare and present financial plans and strategies 7. Analyze market trends and recommend appropriate investments 8. Provide regular updates on market conditions and investment opportunities 9. Develop and implement marketing strategies to attract new clients 10. Maintain up-to-date knowledge of the bankâ??s products and services 11. Liaise with other departments to ensure client satisfaction
I MATES CONSULTANTS
Acquisition Manager | CASA | HNI Clients | A Leading Bank | Banking
Full Time
Bangalore
500000-1000000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Develop and implement strategies to acquire new CASA, HNI clients for the bank.
Analyze customer data to identify potential target markets and develop customer acquisition plans.
Develop and maintain relationships with key stakeholders to ensure successful customer acquisition.
Monitor and analyze customer acquisition performance and recommend improvements.
Develop and execute marketing campaigns to drive customer acquisition.
Develop and manage customer acquisition budgets.
Monitor and analyze competitor activities and recommend strategies to stay ahead.
I MATES CONSULTANTS
Branch Operations Manager | Branch Banking | Leading Bank | Banking
Full Time
Bangalore
600000-1000000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
1.Manage the daily operations of the branch, ensuring that all customer service, sales, and operational goals are met. 2.Develop and implement strategies to increase customer satisfaction and loyalty.3.Monitor and analyze branch performance metrics to identify areas of improvement.4.Ensure compliance with all banking regulations and policies.5.Develop and maintain relationships with customers and other stakeholders.6.Lead and motivate branch staff to achieve performance goals7.Oversee the hiring, training, and development of branch staff. 8.Monitor and manage branch expenses to ensure cost-effectiveness.
I MATES CONSULTANTS
Relationship Manager | Current Account | A Small Finance bank | Banking
Full Time
Calicut/Kozhikode,Kochi/Ernakulam/Cochin,Kottayam,Palakkad,Thiruvananthapuram/ Trivandrum
400000-500000/Year
Posted : 76days ago
Posted By: Sangeetha
Acquisition of current accounts • Develop and maintain relationships with business customers to ensure customer satisfaction and loyalty. • Provide advice and guidance to customers on their current account products and services. • Monitor customer accounts to identify opportunities for additional products and services. • Ensure compliance with all relevant regulations and policies. • Handle customer inquiries and complaints in a timely and professional manner. • Develop and implement strategies to increase customer base and revenue. • Analyze customer data to identify trends and opportunities for improvement. • Develop and maintain relationships with other departments to ensure customer needs are met. • Monitor customer accounts to ensure accuracy and compliance with bank policies. • Develop and maintain relationships with external partners to ensure customer needs are met. • Develop and implement strategies to increase customer retention and loyalty.
I MATES CONSULTANTS
Relationship Manager | Working Capital | A Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin
600000-1200000/Year
Posted : 76days ago
Posted By: Anjana V Nair
Build and nurture strong relationships with business clients to understand their working capital requirements.Conduct regular client meetings to assess their financial needs, provide updates on market trends, and offer tailored solutions.
Analyze clients' financial statements and operational data to assess working capital requirements and identify opportunities for improvement.
Collaborate with clients to develop strategies for optimizing working capital efficiency.Provide expert advice on working capital management, cash flow optimization, and liquidity solutions to clients.
Evaluate and manage the credit risk associated with working capital solutions.Collaborate with credit and risk management teams to ensure compliance with risk policies and procedure
Monitor and track the performance of working capital solutions provided to clients.Provide regular reports and updates to clients on the effectiveness of implemented strategies.
I MATES CONSULTANTS
Senior Relationship Manager | Portfolio Management | A Leading Bank | Banking
Full Time
Kannur,Kochi/Ernakulam/Cochin,Thiruvananthapuram/ Trivandrum
500000-700000/Year
Posted : 76days ago
Posted By: Anat Riya
Develop and maintain relationships with high net worth clients to ensure their portfolio management needs are met.
Provide portfolio management advice and guidance to clients to ensure their investments are in line with their goals.
Monitor and review client portfolios to ensure they are performing in line with expectations.
Analyze market trends and make recommendations to clients on portfolio adjustments.
Develop and implement strategies to maximize returns on client investments.
Research and identify new investment opportunities for clients.
Prepare and present portfolio performance reports to clients.
Keep up to date with changes in the financial markets and regulations.
Liaise with other departments within the bank to ensure client needs are met.
Provide training and support to junior staff members.
Attend client meetings and events to build relationships and promote the bank’s services.
I MATES CONSULTANTS
Relationship Manager | Commercial Banking | A Leading Bank | Banking
Full Time
Bangalore,Calicut/Kozhikode,Kasaragod,Kottayam,Thiruvananthapuram/ Trivandrum
800000-1400000/Year
Posted : 76days ago
Posted By: Nidhi Nikhil
Responsible for acquiring new to bank corporate customers by providing superior service to them.
Maintain and deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans..etc
Coordinate with all departments for a smooth customer onboarding.
Maintain the track records of all client engagement activities.
Adhere to KYC norms and regulations.
I MATES CONSULTANTS
Relationship Manager | Life Insurance | Bancassurance Vertical | Banking
Full Time
Alathur,Kodungallur,Palakkad,Thiruvananthapuram/ Trivandrum,Thrissur
250000-350000/Year
Posted : 76days ago
Posted By: Anjana V Nair
Maintaining a deep knowledge of company products and services.
Building and maintaining strong relationships with prospective and existing clients.
Researching and pursuing new business opportunities.
Identifying clients' needs and requirements and proposing suitable solutions.
Providing clients with comprehensive product/service consultations and guiding their decision-making process.
Upselling and cross-selling products/services to clients.
Resolving complaints and issues efficiently and in a timely manner.
Meeting sales/revenue targets.
Ensuring client satisfaction.
I MATES CONSULTANTS
Bank Officer | CASA | A Leading Small Finance Bank | Banking
Full Time
Kochi/Ernakulam/Cochin
300000-500000/Year
Posted : 76days ago
Posted By: Anat Riya
1.Provide advice and guidance to customers on CASA services 2. Process customer transactions accurately and efficiently 3. Monitor customer accounts & Savings account for any suspicious activity 4.Identify opportunities to cross-sell banking products 5.Maintain customer records and update customer information 6.Develop and maintain relationships with customers
I MATES CONSULTANTS
Relationship Manager | Wealth Management | A Leading MNC | Banking
Full Time
Chennai,Coimbatore
1500000-2500000/Year
Posted : 76days ago
Posted By: Sangeetha
Develop and maintain relationships with high net worth clients to provide tailored wealth management services.
Analyze clients’ financial situations and develop strategies to meet their financial goals.
Provide advice on investments, insurance, estate planning, and other financial services.
Monitor clients’ portfolios and make recommendations for changes as needed.
Stay up to date on market trends and changes in the financial industry.
Prepare and present financial plans and investment strategies to clients.
Negotiate with financial institutions to secure the best terms for clients.
Respond to client inquiries in a timely and professional manner.
Identify new business opportunities and develop strategies to increase client base.
I MATES CONSULTANTS
Branch Manager | Branch Banking | A leading bank | Banking
Full Time
Bangalore,Chennai,Mumbai
800000-2200000/Year
Posted : 76days ago
Posted By: Sangeetha
Responsible for the overall performance of the branch and ensuring that all targets are met.
Developing and implementing strategies to increase customer base and profitability.
Ensuring compliance with all banking regulations and policies.
Monitoring and controlling the branchâ??s financial performance.
Developing and maintaining relationships with customers and other stakeholders.
Managing the branchâ??s staff and ensuring that they are adequately trained and motivated.
Developing and implementing marketing strategies to promote the branchâ??s products and services.
I MATES CONSULTANTS
Flagship Branch Head | Branch Banking | A Leading Bank | Banking
Full Time,Regular/Permanent
Bangalore
3000000-4000000/Year
Posted : 81days ago
Posted By: Camilla Magline Correya
Responsible for overseeing the operations of the flagship branch of a leading bank, which serves as the main hub for customer transactions and services.
2. Manages a team of branch staff, including tellers, customer service representatives, and loan officers, to ensure efficient and effective service delivery.
3. Develops and implements strategies to attract and retain customers, increase branch profitability, and meet sales targets.
4. Monitors branch performance and prepares reports for senior management, identifying areas for improvement and implementing corrective actions.
5. Ensures compliance with banking regulations and policies, as well as internal controls and procedures.
6. Acts as a liaison between the branch and other departments within the bank, such as marketing, operations, and risk management.
7. Conducts regular staff meetings and training sessions to keep employees updated on new products, services, and procedures.
8. Handles customer complaints and resolves issues in a timely and satisfactory manner.
9. Builds and maintains relationships with high-value clients, providing personalized service and addressing their financial needs.
10. Collaborates with the marketing team to develop and execute promotional campaigns and events to attract new customers and increase brand awareness.
11. Stays updated on industry trends and competitors' activities to make informed decisions and stay ahead of the competition.
I MATES CONSULTANTS
Senior Sales Manager | Branch Banking | A Leading Bank | Banking
Full Time,Regular/Permanent
Chennai,Karur,Ooty,Salem,Thirunelveli,Thoothukudi /Tuticorin
400000-900000/Year
Posted : 88days ago
Posted By: Athira Nair
Responsible for managing and leading a team of sales professionals in the branch banking division of a leading bank.
Develop and implement sales strategies to drive business growth and achieve revenue targets.
Oversee the sales process, from prospecting and lead generation to closing deals and maintaining customer relationships.
Monitor and analyze sales data to identify trends and opportunities for improvement.
Train and mentor sales team members to enhance their skills and performance.
Collaborate with other departments, such as marketing and operations, to ensure a cohesive approach to sales and customer service.
Conduct regular performance evaluations and provide feedback to team members to drive continuous improvement.
Develop and manage budgets for the sales team, ensuring efficient use of resources.
Report to senior management on sales performance, market trends, and other relevant metrics.
I MATES CONSULTANTS
Bank Officer | CASA | A Leading Small Finance Bank | Banking
Full Time
Kochi/Ernakulam/Cochin
300000-500000/Year
Posted : 90days ago
Posted By: Anat Riya
1.Provide advice and guidance to customers on CASA services 2. Process customer transactions accurately and efficiently 3. Monitor customer accounts & Savings account for any suspicious activity 4.Identify opportunities to cross-sell banking products 5.Maintain customer records and update customer information 6.Develop and maintain relationships with customers
I MATES CONSULTANTS
Premium acquisition Manager | CASA | A leading Bank | Banking
Full Time
Alappuzha,Calicut/Kozhikode,Guruvayur,Kochi/Ernakulam/Cochin,Thiruvananthapuram/ Trivandrum
350000-500000/Year
Posted : 91days ago
Posted By: Sangeetha
1. Develop and execute strategies to acquire new premium customers for the bank. 2. Analyze customer data to identify target segments and develop customer acquisition plans. 3. Develop and manage relationships with existing customers to ensure successful customer acquisition. 4. Monitor and analyze customer acquisition performance and recommend improvements. 5. Develop and implement programs to increase customer retention. 6. Develop and manage campaigns to promote premium products and services and implement customer segmentation strategies to maximize customer acquisition. 7 Analyze customer feedback and recommend improvements to customer acquisition processes. 8. By implementing all the startegies towards acquistion of CASA related bank products,and thus by achieving targets,and towards goals of the bank .
I MATES CONSULTANTS
Acquisition Manager | CASA | HNI Clients | A Leading Bank | Banking
Full Time
Bangalore
500000-1000000/Year
Posted : 91days ago
Posted By: Caroline Williams
Job DescriptionDevelop and implement strategies to acquire new CASA, HNI clients for the bank.Analyze customer data to identify potential target markets and develop customer acquisition plans.Develop and maintain relationships with key stakeholders to ensure successful customer acquisition.Monitor and analyze customer acquisition performance and recommend improvements.Develop and execute marketing campaigns to drive customer acquisition.Develop and manage customer acquisition budgets.Monitor and analyze competitor activities and recommend strategies to stay ahead.
I MATES CONSULTANTS
Relationship Manager | Working Capital | A Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin
600000-1200000/Year
Posted : 92days ago
Posted By: Anjana V Nair
Build and nurture strong relationships with business clients to understand their working capital requirements.Conduct regular client meetings to assess their financial needs, provide updates on market trends, and offer tailored solutions.
Analyze clients' financial statements and operational data to assess working capital requirements and identify opportunities for improvement.
Collaborate with clients to develop strategies for optimizing working capital efficiency.Provide expert advice on working capital management, cash flow optimization, and liquidity solutions to clients.
Evaluate and manage the credit risk associated with working capital solutions.Collaborate with credit and risk management teams to ensure compliance with risk policies and procedure
Monitor and track the performance of working capital solutions provided to clients.Provide regular reports and updates to clients on the effectiveness of implemented strategies.
I MATES CONSULTANTS
Relationship Manager | Portfolio Management | A Leading Bank | Banking
Full Time
Chennai
600000-800000/Year
Posted : 92days ago
Posted By: Nidhi Nikhil
Develop and maintain relationships with premium clients to ensure their portfolio management needs are met.
Provide portfolio management advice and guidance to clients to ensure their investments are in line with their goals.
Monitor and review client portfolios to ensure they are performing in line with expectations.
Analyze market trends and make recommendations to clients on portfolio adjustments.
Develop and implement strategies to maximize returns on client investments.
Research and identify new investment opportunities for clients.
Prepare and present portfolio performance reports to clients.
Keep up to date with changes in the financial markets and regulations.
Liaise with other departments within the bank to ensure client needs are met.
Attend client meetings and events to build relationships and promote the bank’s services.
I MATES CONSULTANTS
Branch Relationship Officer | Branch Operations | A Leading Bank | Banking
Full Time
Bangalore,Bangalore Rural
500000-1000000/Year
Posted : 34days ago
Posted By: Krishnapriya M V
Engage with existing customers of the Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer.
Process customer transactions and Service requests within a defined turnaround time (TAT) and ensure end-to-end closure.
BROs may also be posted as tellers as per the organization’s requirements for processing cash transactions of customers.
Shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, and WhatsApp banking wherever possible
Offering solutions and Cross selling Bank’s retail banking and third-party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)
Achieve Business budgets as assigned by the organization on a monthly basis consistently.
Generating referrals and leads of new customers for the sale of the bank’s products.
I MATES CONSULTANTS
Relationship Manager | Current Account | A Leading Bank | Banking
Full Time
Coimbatore,Tiruppur
600000-800000/Year
Posted : 44days ago
Posted By: Nidhi Nikhil
1) Responsible for identifying potential current account customers, onboarding them and providing them end to end services.2) Provide advice and guidance on current account products and services3) Identify customer needs and provide the appropriate solutions to the same.4) Develop and implement strategies to increase customer loyalty.5) Develop and implement strategies to increase customer satisfaction.6) Maintaining MIS reports, ensure KYC norms and complete adherence according to SEBI guidelines.
I Mates Consultants
Branch head | Branch Banking | A leading bank | Banking
Full Time,Regular/Permanent
Thiruvananthapuram/ Trivandrum
1600000-2200000/Year
Posted : 45days ago
Posted By: Allwyn
• Responsible for the overall performance of the branch and ensuring that all targets are met. • Developing and implementing strategies to increase customer base and profitability. • Ensuring compliance with all banking regulations and policies. • Monitoring and controlling the branch’s financial performance. • Developing and maintaining relationships with customers and other stakeholders. • Managing the branch’s staff and ensuring that they are adequately trained and motivated. • Ensuring that the branch is adequately staffed and that all staff are performing to the required standards. • Ensuring that the branch is adequately stocked with cash and other banking products. • Developing and implementing marketing strategies to promote the branch’s products and services. • Monitoring customer feedback and taking corrective action where necessary. • Ensuring that the branch is providing excellent customer service. • Developing and implementing strategies to reduce costs and improve efficiency.
I Mates Consultants
Relationship Manager | HNI Client handling for a Leading Bank | Banking
Full Time
Bangalore
1500000-2000000/Year
Posted : 45days ago
Posted By: Allwyn
Develop and maintain relationships with High Net Worth (HNW) clients to ensure their banking needs are met.
Provide advice and guidance to HNW clients on banking products and services.
Monitor and review client portfolios to ensure they are meeting their financial goals.
Develop and implement strategies to increase client assets and profitability.
Identify and develop new business opportunities with HNW clients.
Develop and maintain relationships with external partners to ensure the best possible service for clients.
Ensure compliance with all relevant banking regulations and policies.
Provide timely and accurate reporting to senior management.
Monitor and review market trends to ensure clients are informed of any changes.
Manage client expectations and provide solutions to any issues that arise.
Provide exceptional customer service to ensure client satisfaction.
Develop and maintain relationships with internal stakeholders to ensure the best possible service for clients.
I Mates Consultants
Branch head | Branch Banking | A leading bank | Banking
Full Time,Regular/Permanent
Thiruvananthapuram/ Trivandrum
1600000-2200000/Year
Posted : 45days ago
Posted By: Allwyn
• Responsible for the overall performance of the branch and ensuring that all targets are met. • Developing and implementing strategies to increase customer base and profitability. • Ensuring compliance with all banking regulations and policies. • Monitoring and controlling the branch’s financial performance. • Developing and maintaining relationships with customers and other stakeholders. • Managing the branch’s staff and ensuring that they are adequately trained and motivated. • Ensuring that the branch is adequately staffed and that all staff are performing to the required standards. • Ensuring that the branch is adequately stocked with cash and other banking products. • Developing and implementing marketing strategies to promote the branch’s products and services. • Monitoring customer feedback and taking corrective action where necessary. • Ensuring that the branch is providing excellent customer service. • Developing and implementing strategies to reduce costs and improve efficiency.
I MATES CONSULTANTS
Team Leader | Current Account / Trade & Forex | A Leading Bank | Banking
Full Time,Regular/Permanent
Bangalore
1200000-1700000/Year
Posted : 48days ago
Posted By: Camilla Magline Correya
Responsible for providing the best Current Account services to the customer according to the Bank policies with a team of RM's
Responsible for the Current Account & Trade & Forex Liabilities relationship of the assigned region.
Should ensure the service, compliance, operations, and audit of the assigned region.
As the Team Leader you'll be responsible for the region's Product launch and training.
Maintain a good rapport with the branch banking department and all other supporting departments to enhance and provide the best Current Account solution to the customers.
Ensure the acquisition of new to bank current account customers with the team of RM's
I MATES CONSULTANTS
Team Leader | Virtual Banking| A leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin
800000-850000/Year
Posted : 50days ago
Posted By: Aswathy R
Responsible for Managing the team to Cross Sell & enhancing relationship with existing customers.
Responsible Selling of Investment products like Mutual Fund, Insurance & Current account & Saving account
Ensure Generation of referrals from internal database
Provide proper training and ensure revenue targets are met
I MATES CONSULTANTS
Cluster Head | Corproate Salary | A leading Bank | Banking
Full Time
Hyderabad
2400000-3200000/Year
Posted : 63days ago
Posted By: Allwyn
Looking for candiates with atleast 10 to 20 years of banking experience in which atleast 8 years expereince in corporate salary vertical with good track record of handling a larger business unit.Candidates should be locally expereinced with good salary account portfolio.
I MATES CONSULTANTS
Sales Manager | Hybrid Accounts | A leading Bank | Banking
Full Time
Chennai,Hyderabad
800000-1100000/Year
Posted : 63days ago
Posted By: Allwyn
> Responsible for retail liability acquisiton for the assigned areas> Create a quality mix of liability portfolio which include current and savings accounts.> Manage a team of Current and Savings account acquisition team which catered in to multiple branches.> increase the wallet share of the clients by cross selling other financial products.> Conduct various marketing campaigns to generate quality leads for the acquisition.> Proper MIS Management of the entire unit.
I Mates Consultants
Branch head | Branch Banking | A leading bank | Banking
Full Time,Regular/Permanent
Thiruvananthapuram/ Trivandrum
1600000-2200000/Year
Posted : 63days ago
Posted By: Allwyn
• Responsible for the overall performance of the branch and ensuring that all targets are met. • Developing and implementing strategies to increase customer base and profitability. • Ensuring compliance with all banking regulations and policies. • Monitoring and controlling the branch’s financial performance. • Developing and maintaining relationships with customers and other stakeholders. • Managing the branch’s staff and ensuring that they are adequately trained and motivated. • Ensuring that the branch is adequately staffed and that all staff are performing to the required standards. • Ensuring that the branch is adequately stocked with cash and other banking products. • Developing and implementing marketing strategies to promote the branch’s products and services. • Monitoring customer feedback and taking corrective action where necessary. • Ensuring that the branch is providing excellent customer service. • Developing and implementing strategies to reduce costs and improve efficiency.
I MATES CONSULTANTS
Relationship Manager | HNI Client handling for a Leading Bank | Banking
Full Time
Bangalore
1000000-1600000/Year
Posted : 63days ago
Posted By: Rekha Sanapaneni
Develop and maintain relationships with High Net Worth (HNW) clients to ensure their banking needs are met.
Provide advice and guidance to HNW clients on banking products and services.
Monitor and review client portfolios to ensure they are meeting their financial goals.
Develop and implement strategies to increase client assets and profitability.
Identify and develop new business opportunities with HNW clients.
Develop and maintain relationships with external partners to ensure the best possible service for clients.
Ensure compliance with all relevant banking regulations and policies.
Provide timely and accurate reporting to senior management.
Monitor and review market trends to ensure clients are informed of any changes.
Manage client expectations and provide solutions to any issues that arise.
Provide exceptional customer service to ensure client satisfaction.
Develop and maintain relationships with internal stakeholders to ensure the best possible service for clients.
I MATES CONSULTANTS
Branch Head | Branch Banking | A Leading Bank | Banking
Full Time,Regular/Permanent
Bangalore,Bangalore Rural
1200000-2500000/Year
Posted : 63days ago
Posted By: Rekha Sanapaneni
• Responsible for the overall performance of the branch and ensuring that all targets are met. • Developing and implementing strategies to increase customer base and profitability. • Ensuring compliance with all banking regulations and policies. • Managing the branch staff and providing guidance and support. • Monitoring and evaluating branch performance and taking corrective action when necessary. • Developing and maintaining relationships with customers and other stakeholders. • Ensuring customer satisfaction by providing excellent customer service. • Identifying and resolving customer complaints and queries. • Developing and implementing marketing strategies to promote the branch. • Monitoring and controlling expenses to ensure cost-effectiveness. • Analyzing customer data to identify trends and opportunities. • Developing and implementing new products and services to meet customer needs.
I MATES CONSULTANTS
Business Intelligence Manager | Branch Banking | A Leading Bank | Banking
Full Time
Bangalore
2000000-2500000/Year
Posted : 64days ago
Posted By: Camilla Magline Correya
Data analytics and Business support
Managing the BI team centered on providing insights and aiding in business decision making.
Planned to produce reports and perform meaningful and quantitative analysis addressing impactful business issues / questions.
Guiding and advice to the Business Leaders based on data results.
Liaison with finance team to build budgets for deposits team at both bank & geography level.
Developed Auto Mechanism for the auto generation of error free reports to track business at both bank & geography level.
Support team with relevant data on various segments.
Deposit mobilization for the Bank
Act as a liaison with the treasury and business team to raise bulk & retail deposits while ensuring key metrics like Cost of Funds, CASA ratio & Retail Deposit share are aligned with the business growth.
Deposit maturity management for retail & bulk Term deposit.
Track Competition to share insights and work on learning.
P&L management for Retail Branch Banking
Ensure branch level productivity & profitability.
Ensuring COD & COF are in line with banks budget & growth plan. Track & manage cross-sell fee income for the retail banking vertical
I MATES CONSULTANTS
Regional Product Manager | Third Party Products | A leading Bank | Banking
Full Time
Bangalore
1200000-1500000/Year
Posted : 70days ago
Posted By: Sangeetha
Responsible for managing the regional product portfolio of third party products for a leading bank, covering multiple states and territories.
Develop and implement strategic plans to drive sales and revenue growth for third party products in the region.
Collaborate with cross-functional teams, including sales, marketing, and operations, to ensure successful product launches and promotions.
Conduct market research and analysis to identify customer needs and preferences, and use insights to inform product development and enhancements.
Build and maintain relationships with third party vendors and negotiate favorable terms and conditions for the bank.
Monitor and analyze product performance, including sales, profitability, and customer satisfaction, and make recommendations for improvements.
Train and educate sales teams on product features, benefits, and selling techniques to increase product adoption and sales.
Work closely with compliance and legal teams to ensure all third party products meet regulatory requirements and are in compliance with bank policies.
Develop and manage budgets for regional product initiatives, including marketing and promotional activities. 1
I MATES CONSULTANTS
Relationship Manager | Current Accounts | A Leading Bank | Banking
Full Time
Bangalore
800000-1500000/Year
Posted : 71days ago
Posted By: Sangeetha
Develop and maintain relationships with current account customers
Provide advice and guidance on current account products and services
Identify customer needs and provide tailored solutions
Monitor customer accounts and ensure compliance with bank policies
Develop and implement strategies to increase customer satisfaction
Develop and implement strategies to increase customer loyalty
Monitor customer feedback and take appropriate action
Develop and maintain relationships with internal stakeholder
I MATES CONSULTANTS
Branch head | Branch Banking | A leading bank | Banking
Full Time
Bangalore,Belgaum,Bijaipur,Gulbarga,Raichur
1000000-1700000/Year
Posted : 71days ago
Posted By: Sangeetha
Responsible for the overall performance of the branch and ensuring that all targets are met.
Developing and implementing strategies to increase customer base and profitability.
Ensuring compliance with all banking regulations and policies.
Monitoring and controlling the branch’s financial performance.
Developing and maintaining relationships with customers and other stakeholders.
Managing the branch’s staff and ensuring that they are adequately trained and motivated.
Developing and implementing marketing strategies to promote the branch’s products and services.
I MATES CONSULTANTS
Relationship Manager | Current Accounts | A Leading Bank | Banking
Full Time
Bangalore
800000-1500000/Year
Posted : 71days ago
Posted By: Sangeetha
Develop and maintain relationships with current account customers
Provide advice and guidance on current account products and services
Identify customer needs and provide tailored solutions
Monitor customer accounts and ensure compliance with bank policies
Develop and implement strategies to increase customer satisfaction
Develop and implement strategies to increase customer loyalty
Monitor customer feedback and take appropriate action
Develop and maintain relationships with internal stakeholder
I MATES CONSULTANTS
Team Leader | Virtual Banking | A leading Bank | Banking
Full Time
Bangalore,Coimbatore
800000-1200000/Year
Posted : 74days ago
Posted By: Sangeetha
• Responsible for Managing the team to Cross Sell & enhancing relationship with existing customers. • Responsible Selling of Investment products like Mutual Fund, Insurance & Current account & Saving account • Ensure Generation of referrals from internal database. • Provide proper training and ensure revenue targets are met
I MATES CONSULTANTS
Relationship Manager | TASC | A Leading Bank | Banking
Full Time
Kannur,Kollam,Kottayam,Thiruvananthapuram/ Trivandrum
500000-800000/Year
Posted : 75days ago
Posted By: Anat Riya
Responsible for managing and maintaining relationships with TASC clients for a leading bank.
Develops and implements strategies to increase business and revenue from existing clients.
. Acts as a primary point of contact for clients, addressing their needs and concerns in a timely and professional manner.
. Collaborates with various departments within the bank to ensure seamless delivery of products and services to clients.
.Identify business generation opportunities
Generates new sales leads for Tasc customers through referrals from existing clients
Increasing the customer engagement through cross-selling investment products like lnsurance,forex,loans etc to new and exisiting cutomers .
Understanding of Tasc customer needs and requirements.
Full Time
Bangalore
600000-1600000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Develop and maintain relationships with UHNI & HNI customers to ensure customer satisfaction and loyalty.
Provide portfolio management services to customers, including asset allocation, portfolio rebalancing, and risk management.
Develop and implement strategies to increase customer base and revenue.
Monitor and analyze market trends and customer needs to identify new opportunities.
Develop and execute sales plans to meet customer needs and maximize revenue.
Provide timely and accurate customer service to ensure customer satisfaction.
Develop and maintain relationships with key stakeholders in the banking industry.
Monitor customer accounts and provide timely updates on account activity.
Identify and resolve customer issues in a timely and efficient manner.
Develop and implement strategies to increase customer loyalty and retention.
I Mates Consultants
Welcome Desk Manager| Leading Bank | Banking and Operations | Banking
Full Time
Bangalore
Posted : 76days ago
Posted By: Krishnapriya M V
Provide customers with information about the establishment and its services.
Assist customers with any inquiries they may have and resolve complaints in a timely and professional manner.
Coordinate with other departments to ensure the seamless flow of operations.
Acheive Overall Service quality objectives
Ensure that in branch, customer experience is world class through seamless service delivery, minimal wait time amp service desk amp proactive customer engagement
I MATES CONSULTANTS
Bank Officer | Current Account | A Leading Small Finance Bank | Banking
Full Time
Chennai,Kochi/Ernakulam/Cochin
300000-600000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Provide a range of current account services to customers
Open and maintain current accounts for customers
Provide advice and guidance on current account services
Develop and maintain relationships with customers
Identify opportunities to cross-sell banking products and services
I MATES CONSULTANTS
Bank Officer | Current Account | A Leading Small Finance Bank | Banking
Full Time
Chennai,Kochi/Ernakulam/Cochin
300000-600000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Provide a range of current account services to customers
Open and maintain current accounts for customers
Provide advice and guidance on current account services
Develop and maintain relationships with customers
Identify opportunities to cross-sell banking products and services
I MATES CONSULTANTS
Sales Manager | Business Loan | A Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin
500000-900000/Year
Posted : 76days ago
Posted By: Anat Riya
Conduct sales promotion activities through Sales Executives in open market and improve relationships through expos and events, various activities etc.
Create a performance oriented environment through effective team management, leading to high employee motivation and productivity
Improve relationship with branches and monitor the performance of the team and deepen the relationship with existing clients
Liaise with various departments within the system to ensure smooth process flow of the business
Ensure customer satisfaction through customer service of the highest quality
Responsible for launching new products in market.
I MATES CONSULTANTS
Relationship Manager | Current Accounts | A Leading Bank | Banking
Full Time
Bangalore
800000-1500000/Year
Posted : 76days ago
Posted By: Sangeetha
Develop and maintain relationships with current account customers
Provide advice and guidance on current account products and services
Identify customer needs and provide tailored solutions
Monitor customer accounts and ensure compliance with bank policies
Develop and implement strategies to increase customer satisfaction
Develop and implement strategies to increase customer loyalty
Monitor customer feedback and take appropriate action
Develop and maintain relationships with internal stakeholder
I MATES CONSULTANTS
Internal Auditor | Branch Banking | A Leading Bank | Banking
Full Time,Regular/Permanent
Calicut/Kozhikode,Chennai
500000-1400000/Year
Posted : 82days ago
Posted By: Camilla Magline Correya
1. Responsible for conducting independent and objective evaluations of the bank's operations, processes, and controls.Identifying and mitigating potential risks and ensuring compliance with regulatory requirements, bank's day to day operations, services, and processes.
Responsible for developing and implementing audit plans, which involve assessing the effectiveness of internal controls and identifying areas for improvement.
Review financial statements and transactions to ensure accuracy and detect any fraudulent activities.Work closely with branch managers and other stakeholders to gather information and provide recommendations for improving operational efficiency and effectiveness.
They are also responsible for keeping up-to-date with industry regulations and best practices to ensure the bank's compliance.
To maintain a high level of confidentiality and objectivity in their work to ensure the integrity of the audit process.
Responsible for training and educating branch staff on compliance and risk management procedures.
Maintaining the bank's reputation and ensuring the safety and security of customer assets.
I MATES CONSULTANTS
R M Head | Retail Branch Banking | A Leading Bank | Banking
Full Time
Bangalore,Chennai,Mumbai
1500000-3000000/Year
Posted : 84days ago
Posted By: Sangeetha
R M Head is responsible for managing the Team, ensuring they are well-trained and motivated to provide excellent service to customers.
R M Head is responsible for developing and implementing strategies to increase customer acquisition and retention, as well as improving customer satisfaction.
As a leader R M Head is also involved in decision-making processes for Revenue generation and other strategic initiatives.
R M Head should manage the team for the overall profitability of the branch.
I Mates Consultants
Branch Head | Branch Banking | A Leading Bank | Banking
Full Time
Port Blair
1400000-1700000/Year
Posted : 85days ago
Posted By: Camilla Magline Correya
• Responsible for the overall performance of the branch and ensuring that all targets are met. • Developing and implementing strategies to increase customer base and profitability. • Ensuring compliance with all banking regulations and policies. • Managing the branch staff and providing guidance and support. • Monitoring and evaluating branch performance and taking corrective action when necessary. • Developing and maintaining relationships with customers and other stakeholders. • Ensuring customer satisfaction by providing excellent customer service. • Identifying and resolving customer complaints and queries. • Developing and implementing marketing strategies to promote the branch. • Monitoring and controlling expenses to ensure cost-effectiveness. • Analyzing customer data to identify trends and opportunities. • Developing and implementing new products and services to meet customer needs.
I MATES CONSULTANTS
Senior Manager | Portfolio Management | A Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin
800000-1100000/Year
Posted : 90days ago
Posted By: Aswathy R
Maintaining a deep knowledge of company products and services.
Building and maintaining strong relationships with prospective and existing clients.
Researching and pursuing new business opportunities.
Identifying clients' needs and requirements and proposing suitable solutions.
Providing clients with comprehensive product/service consultations and guide their decision-making process
Upselling and cross-selling of products and services to clients.
Resolving complaints and issues efficiently and in a timely manner.
Ensuring client satisfaction.
Meeting sales/revenue targets
I MATES CONSULTANTS
NR Relationship Manager | NRI Banking | A Leading Bank | Banking
Full Time,Regular/Permanent
Chennai
800000-1100000/Year
Posted : 91days ago
Posted By: Athira Nair
Responsible for driving NR products of the bank to the existing NR customers or to new to bank customers.
Will be responsible for new acquisition of NR accounts through referrals from existing customers, stock brokers, overseas branches, etc
Responsible for maintaining a close contact with the NR customers through mails or phone calls.
Maintain a track record of the customer visit.
Should be responsible for customer engagement by cross selling investment products like Life Insurance, General Insurance, etc and Non Investment products like Forex, Remittances, etc.
Responsible for reviewing the inflows and outflows of the existing customers.
I MATES CONSULTANTS
NR Relationship Manager | NRI Banking | A Leading Bank | Banking
Full Time
Erode,Kumbakonam,Tanjore,Thirunelveli
600000-800000/Year
Posted : 100days ago
Posted By: Nidhi Nikhil
Responsible for driving NR products of the bank to the existing NR customers or to new to bank customers.
Will be responsible for new acquisition of NR accounts through referrals from existing customers, stock brokers, overseas branches, etc
Responsible for maintaining a close contact with the NR customers through mails or phone calls.
Maintain a track record of the customer visit.
Should be responsible for customer engagement by cross selling investment products like Life Insurance, General Insurance, etc and Non Investment products like Forex, Remittances, etc.
Responsible for reviewing the inflows and outflows of the existing customers.
I MATES CONSULTANTS
Zonal Manager | Home Loans | Retail Assets | Banking
Full Time
Chennai
2000000-2300000/Year
Posted : 14days ago
Posted By: Camilla Magline Correya
A Zonal Manager for Home Loans and Retail Assets is a senior-level position responsible for overseeing the operations and performance of multiple branches within a designated geographical zone.
2. This role requires strong leadership skills and the ability to manage a team of branch managers and other staff members to achieve business objectives.
3. The primary responsibility of a Zonal Manager is to drive the growth of home loans and retail assets in their designated zone, by developing and implementing effective sales strategies.
Responsible for setting and achieving sales targets, monitoring branch performance, and identifying areas for improvement.
Must have a thorough understanding of the home loan and retail asset market, including knowledge of competitors, market trends, and customer needs.
Managing relationships with key stakeholders, such as real estate agents, builders, and developers, to generate leads and increase business opportunities.
7. Zonal Managers must ensure compliance with all regulatory and legal requirements related to home loans and retail assets, and ensure that all branches within their zone are following proper procedures.
A Zonal Manager must have excellent communication and interpersonal skills, as they will be required to interact with customers, staff, and other stakeholders on a regular basis.
They must also have strong analytical and problem-solving skills to identify and address any issues or challenges that may arise within their zone
I MATES CONSULTANTS
NR Relationship Manager | Banking | Portfolio Management | Banking
Full Time
Thrissur
500000-900000/Year
Posted : 35days ago
Posted By: Anat Riya
• Develop and maintain relationships with clients to ensure their satisfaction with the services provided • Analyze client portfolios and recommend appropriate investment strategies • Monitor market trends and provide timely advice to clients • Develop and implement customized investment plans for clients • Research and analyze financial products and services to identify suitable options for clients • Prepare and present financial reports to clients • Provide clients with timely updates on their investments • Assist clients in understanding the risks and rewards associated with their investments • Respond to client inquiries and provide guidance on financial matters • Stay up-to-date on industry trends and regulations
I MATES CONSULTANTS
Relationship Manager | Gold loan | Portfolio Management | Banking
Full Time
Malappuram
300000-600000/Year
Posted : 36days ago
Posted By: Anat Riya
A Relationship Manager in the context of gold loan and portfolio management is a financial professional who is responsible for managing the relationship between the client .
providing personalized services and advice to help clients achieve their financial goals.
Relationship Managers in this field specialize in gold loans, which are loans secured by gold assets, and portfolio management, which involves managing a client's investment portfolio.
They are responsible for assessing the client's financial needs and risk tolerance, and recommending suitable gold loan and investment options.
Relationship Managers also play a crucial role in building and maintaining a strong client base by networking and developing relationships with potential clients.
They are knowledgeable about the current market trends and economic conditions, and use this information to make informed decisions for their clients.
. Relationship Managers are skilled in financial analysis and have a deep understanding of various investment products, including gold loans, stocks, bonds, and mutual funds.
They work closely with other financial professionals, such as wealth managers and investment advisors, to provide comprehensive financial solutions to clients.
Relationship Managers are responsible for monitoring the performance of their clients' portfolios and making necessary adjustments to ensure their financial goals are met.
I MATES CONSULTANTS
Relationship Manager | Gold loan | Portfolio Management | Banking
Full Time
Malappuram
300000-600000/Year
Posted : 36days ago
Posted By: Anat Riya
A Relationship Manager in the context of gold loan and portfolio management is a financial professional who is responsible for managing the relationship between the client .
providing personalized services and advice to help clients achieve their financial goals.
Relationship Managers in this field specialize in gold loans, which are loans secured by gold assets, and portfolio management, which involves managing a client's investment portfolio.
They are responsible for assessing the client's financial needs and risk tolerance, and recommending suitable gold loan and investment options.
Relationship Managers also play a crucial role in building and maintaining a strong client base by networking and developing relationships with potential clients.
They are knowledgeable about the current market trends and economic conditions, and use this information to make informed decisions for their clients.
. Relationship Managers are skilled in financial analysis and have a deep understanding of various investment products, including gold loans, stocks, bonds, and mutual funds.
They work closely with other financial professionals, such as wealth managers and investment advisors, to provide comprehensive financial solutions to clients.
Relationship Managers are responsible for monitoring the performance of their clients' portfolios and making necessary adjustments to ensure their financial goals are met.
I MATES CONSULTANTS
Credit Manager | Business Loans | A Leading Bank | Banking
Full Time
Mangalore
800000-1200000/Year
Posted : 36days ago
Posted By: Camilla Magline Correya
Responsible for managing the credit portfolio of business loans at a leading bank, ensuring timely and accurate processing of loan applications.
2. Develop and implement credit policies and procedures to mitigate risk and ensure compliance with regulatory requirements.
3. Analyze financial statements and credit reports to assess the creditworthiness of potential borrowers.
4. Work closely with loan officers and underwriters to evaluate loan requests and make recommendations for approval or denial.
5. Monitor loan performance and identify potential delinquencies or defaults, taking appropriate action to minimize losses.
6. Negotiate loan terms and conditions with borrowers, ensuring that the bank's interests are protected.
7. Collaborate with other departments, such as legal and collections, to resolve any credit-related issues.
8. Stay updated on market trends and economic conditions to make informed decisions about lending.
9. Train and mentor junior credit analysts and loan officers to improve their understanding of credit risk management.
10. Develop and maintain relationships with key clients and business partners to promote the bank's lending services.
11. Prepare and present reports to senior management on the performance of the credit portfolio and any potential risks.
12. Continuously review and improve credit processes and procedures to enhance efficiency and effectiveness.
I MATES CONSULTANTS
Relationship Manager | Wealth Management (SuperHNI Clients) | Banking
Full Time
Calicut/Kozhikode,Chennai,Kottayam,Madurai,Thiruvananthapuram/ Trivandrum
1000000-1600000/Year
Posted : 45days ago
Posted By: Allwyn
Develop and maintain relationships with SuperHNI clients to ensure their satisfaction and loyalty.
Provide comprehensive wealth management advice to SuperHNI clients.
Monitor and review clients’ portfolios to ensure they are meeting their financial goals.
Identify and recommend suitable investment opportunities to SuperHNI clients.
Develop and implement strategies to maximize returns on investments.
Monitor market trends and provide timely advice to SuperHNI clients.
Ensure compliance with all regulatory and legal requirements.
Provide timely and accurate reporting to SuperHNI clients.
Liaise with other departments to ensure smooth operations.
Keep abreast of industry developments and best practices.
Attend client meetings and events to build relationships.
Provide excellent customer service to SuperHNI clients.
I MATES CONSULTANTS
Trade Auditor | Trade & Forex | A Leading Bank | Banking
Full Time
Chennai
1000000-1500000/Year
Posted : 62days ago
Posted By: Camilla Magline Correya
Trade Auditor is a specialized role within the Trade and Forex department of a leading bank.
2. The primary responsibility of a Trade Auditor is to conduct audits of trade transactions and processes to ensure compliance with internal policies and external regulations.
3. This role requires a strong understanding of trade finance products and services, as well as knowledge of international trade regulations and guidelines.
4. Trade Auditors work closely with trade operations teams to review trade documents, verify accuracy of data, and identify any discrepancies or potential risks.
5. They also collaborate with other departments such as risk management and compliance to ensure that all trade activities are in line with the bank's overall risk management framework.
6. Trade Auditors are responsible for preparing audit reports and presenting their findings to senior management and regulatory bodies.
7. They may also be involved in developing and implementing new audit procedures and controls to improve the efficiency and effectiveness of trade operations.
8. In addition to audits, Trade Auditors may also be involved in conducting investigations into suspected fraudulent activities or trade-related disputes.
9. This role requires strong analytical and problem-solving skills, as well as attention to detail and the ability to work under pressure.
I MATES CONSULTANTS
Recovery Manager | Credit Card Collections | A leading Bank | Banking
Full Time
Bangalore
Posted : 62days ago
Posted By: Sangeetha
A leading bank is hiring on an urgent basis ,for a recovery manager for Credit card PL recovery .The i deal candidate must be having a good skill,and relevant experience , in terms of Unsecured/secured loan Collection /recovery .As all customers are not reliable, and uncollected payments are a reality in today’s business world, even with the many new methods of paying for transactions. Businesses need to manage their collections and recovery as effectively as they will manage other aspects of their financial operations.The candidate must be having relevant experience for overcoming the challenges to collect the past due payments from customers. The proper experience of gathering past due payments is referred to as collection and recovery, which is a mandatory experience for this job profile .
I MATES CONSULTANTS
RELATIONSHIP MANAGER | A leading Bank | Banking
Full Time,Regular/Permanent
Bangalore
250000-1000000/Year
Posted : 62days ago
Posted By: Athira Nair
Develop and maintain relationships with existing and potential customers to increase sales and customer loyalty.
Identify customer needs and provide appropriate solutions to meet those needs.
Develop and implement strategies to increase customer satisfaction and loyalty.
Monitor customer feedback and provide timely responses to customer inquiries.
Analyze customer data to identify trends and opportunities for improvement.
Develop and implement customer loyalty programs.
Develop and maintain relationships with key stakeholders.
Monitor and analyze competitor activities and market trends.
Develop and implement marketing campaigns to promote products and services.
Prepare and present reports to senior management.
Manage customer accounts and ensure timely payments.
Provide training and support to junior staff members.
I MATES CONSULTANTS
Relationship Manager | Wealth Management (SuperHNI Clients) | Banking
Full Time
Calicut/Kozhikode,Chennai,Kochi/Ernakulam/Cochin,Kottayam,Madurai,Thiruvananthapuram/ Trivandrum,Thrissur
1000000-1600000/Year
Posted : 63days ago
Posted By: Allwyn
Develop and maintain relationships with SuperHNI clients to ensure their satisfaction and loyalty.
Provide comprehensive wealth management advice to SuperHNI clients.
Monitor and review clients’ portfolios to ensure they are meeting their financial goals.
Identify and recommend suitable investment opportunities to SuperHNI clients.
Develop and implement strategies to maximize returns on investments.
Monitor market trends and provide timely advice to SuperHNI clients.
Ensure compliance with all regulatory and legal requirements.
Provide timely and accurate reporting to SuperHNI clients.
Liaise with other departments to ensure smooth operations.
Keep abreast of industry developments and best practices.
Attend client meetings and events to build relationships.
Provide excellent customer service to SuperHNI clients.
I MATES CONSULTANTS
SM- Working Capital | Business Banking| For a Leading Bank | Banking
Full Time
Thrissur
700000-900000/Year
Posted : 68days ago
Posted By: Aswathy R
Ensure achievement of the Topline Business Targets by sourcing business through channel teams. Building and nurturing relationships with the bank branches and cross-selling other products
Ensure key customer satisfaction through customer service of the highest quality.
Ensure a Liaison with the departments and the team for the smooth functioning of the activities
Create leads by identifying industries and design the proposal matching to the requirements of the customer.
Meet customer service requirements through regular interactions with the customers to understand business condition, enhancement opportunity, etc.
I MATES CONSULTANTS
SM- Working Capital | Business Banking| For a Leading Bank | Banking
Full Time
Thrissur
700000-900000/Year
Posted : 75days ago
Posted By: Aswathy R
Ensure achievement of the Topline Business Targets by sourcing business through channel teams. Building and nurturing relationships with the bank branches and cross-selling other products
Ensure key customer satisfaction through customer service of the highest quality.
Ensure a Liaison with the departments and the team for the smooth functioning of the activities
Create leads by identifying industries and design the proposal matching to the requirements of the customer.
Meet customer service requirements through regular interactions with the customers to understand business condition, enhancement opportunity, etc.
I MATES CONSULTANTS
Acquisition Manager | HNI Clients | A Leading Bank | Banking
Full Time
Bangalore
500000-1000000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Develop and implement strategies to acquire new CASA, HNI clients for the bank.
Analyze customer data to identify potential target markets and develop customer acquisition plans.
Develop and maintain relationships with key stakeholders to ensure successful customer acquisition.
Monitor and analyze customer acquisition performance and recommend improvements.
Develop and execute marketing campaigns to drive customer acquisition.
Develop and manage customer acquisition budgets.
Monitor and analyze competitor activities and recommend strategies to stay ahead.
Becoming an Acquisition Manager is a strategic career path that involves a blend of financial acumen, negotiation skills, and an understanding of market dynamics.
The role typically requires a combination of education, practical experience, and a keen eye for identifying valuable business opportunities.
I MATES CONSULTANTS
Relationship Manager | Banking | Portfolio Management | Banking
Full Time
Bangalore
500000-800000/Year
Posted : 76days ago
Posted By: Caroline Williams
• Develop and maintain relationships with clients to ensure their satisfaction with the services provided • Analyze client portfolios and recommend appropriate investment strategies • Monitor market trends and provide timely advice to clients • Prepare and present portfolio performance reports to clients • Research and identify new investment opportunities • Develop and implement customized investment strategies for clients • Monitor client accounts and ensure compliance with regulations • Provide financial planning advice to clients • Assist clients in setting and achieving financial goals • Negotiate and execute transactions on behalf of clients • Manage client portfolios and ensure optimal performance • Stay up-to-date on industry trends and regulations to ensure compliance
I MATES CONSULTANTS
Wealth Relationship Manager//Leading bank | Banking
Full Time
Bangalore
700000-1300000/Year
Posted : 76days ago
Posted By: Caroline Williams
1. Develop and maintain relationships with high net worth clients 2. Provide tailored advice and solutions to meet clients’ financial needs 3. Identify and develop new business opportunities 4. Monitor and review clients’ portfolios 5. Ensure compliance with all relevant regulations 6. Prepare and present financial plans and strategies 7. Analyze market trends and recommend appropriate investments 8. Provide regular updates on market conditions and investment opportunities 9. Develop and implement marketing strategies to attract new clients 10. Maintain up-to-date knowledge of the bank’s products and services 11. Liaise with other departments to ensure client satisfaction
I MATES CONSULTANTS
NR Relationship Manager | Wealth Manager | Banking
Full Time
Calicut/Kozhikode,Kannur,Kochi/Ernakulam/Cochin,Kottayam,Thiruvananthapuram/ Trivandrum
500000-600000/Year
Posted : 76days ago
Posted By: Sangeetha
responsible for managing relationships with existing and potential customers . Develop and implement strategies to increase sales of retail liabilities, NRI and Wealth related products . Identify customer needs and provide appropriate solutions. Monitor customer accounts and provide timely feedback to customers. Develop and maintain a strong network of contacts in the banking industry. provide excellent customer service and ensure customer satisfaction. Analyze customer data and develop strategies to increase customer loyalty.Develop and implement marketing campaigns to promote products and services.Prepare and present reports to senior management.
I MATES CONSULTANTS
Manager | Retail Lending | A Leading Bank | Banking
Full Time
Bangalore
600000-900000/Year
Posted : 84days ago
Posted By: Nidhi Nikhil
Manage the existing relationship and branch resources to generate retail asset leads.
Identify new sales opportunities for retail lending productsof the bank and also building strong relationships with the customers.
Work closely with all department of the branch to ensure smooth processing of cases.
Achieve sales targets as assigned by the organisation on a monthly basis.
Adhere to KYC norms and regulations in the financial service industry.
I MATES CONSULTANTS
NR Relationship Manager | Banking | Portfolio Management | Banking
Full Time
Alappuzha,Calicut/Kozhikode,Kanhangad,Kasaragod,Kottayam,Pathanamthitta,Thiruvananthapuram/ Trivandrum
600000-800000/Year
Posted : 90days ago
Posted By: Aswathy R
Develop and maintain relationships with clients to ensure their satisfaction with the services provided
Analyze client portfolios and recommend appropriate investment strategies
Monitor market trends and provide timely advice to clients
Prepare and present portfolio performance reports to clients
Assist clients in setting financial goals and developing investment plans
Research and recommend new products and services to clients
Negotiate terms and conditions of investments with clients
Develop and implement marketing strategies to attract new clients
Monitor client portfolios and make adjustments as needed
Stay up-to-date on industry trends and developments
I MATES CONSULTANTS
NR Relationship Manager | Banking | Portfolio Management | Banking
Full Time
Kollam,Pathanamthitta,Thrissur
500000-900000/Year
Posted : 90days ago
Posted By: Anat Riya
• Develop and maintain relationships with clients to ensure their satisfaction with the services provided • Analyze client portfolios and recommend appropriate investment strategies • Monitor market trends and provide timely advice to clients • Develop and implement customized investment plans for clients • Research and analyze financial products and services to identify suitable options for clients • Prepare and present financial reports to clients • Provide clients with timely updates on their investments • Assist clients in understanding the risks and rewards associated with their investments • Respond to client inquiries and provide guidance on financial matters • Stay up-to-date on industry trends and regulations
I MATES CONSULTANTS
Manager | Retail Lending | A Leading Bank | Banking
Full Time
Bangalore
600000-900000/Year
Posted : 100days ago
Posted By: Nidhi Nikhil
Manage the existing relationship and branch resources to generate retail asset leads.
Identify new sales opportunities for retail lending productsof the bank and also building strong relationships with the customers.
Work closely with all department of the branch to ensure smooth processing of cases.
Achieve sales targets as assigned by the organisation on a monthly basis.
Adhere to KYC norms and regulations in the financial service industry.
I MATES CONSULTANTS
Relationship Manager | Wealth Management (SuperHNI Clients) | Banking
Full Time
Calicut/Kozhikode,Chennai,Kottayam,Madurai,Thiruvananthapuram/ Trivandrum
1000000-1600000/Year
Posted : 100days ago
Posted By: Allwyn
Develop and maintain relationships with SuperHNI clients to ensure their satisfaction and loyalty.
Provide comprehensive wealth management advice to SuperHNI clients.
Monitor and review clients’ portfolios to ensure they are meeting their financial goals.
Identify and recommend suitable investment opportunities to SuperHNI clients.
Develop and implement strategies to maximize returns on investments.
Monitor market trends and provide timely advice to SuperHNI clients.
Ensure compliance with all regulatory and legal requirements.
Provide timely and accurate reporting to SuperHNI clients.
Liaise with other departments to ensure smooth operations.
Keep abreast of industry developments and best practices.
Attend client meetings and events to build relationships.
Provide excellent customer service to SuperHNI clients.
I MATES CONSULTANTS
Sales Officer | Credit Cards | For Leading Banks in UAE | Banking
Full Time
Bangalore
800000-1200000/Year
Posted : 43days ago
Posted By: Nidhi Nikhil
Location: UAE1) Responsible to sell the banking products to potential customers in UAE.2) Understand the market and consumer behaviour inorder to sell the product and services more effectively.3) Cultivating solid relationships with major customers to ensure continuous flow of sales revenue.4) Identifying promising prospects through promoting, networking, customer referrals, etc.5) Should maintain up to date sales pipelines and forcasts.6) Must adhere to banking regulatory norms policies and procedures.
I MATES CONSULTANTS
Asset desk manager | Retail Assets | Banking
Full Time
Bangalore
400000-600000/Year
Posted : 45days ago
Posted By: Allwyn
1) Driving the Cross Sell (assets) business of the bank by exploring business opportunities from existing customers of the Bank.2) ADMs are situated in branches and are responsible for selling asset products and services to customers based on their needs.3) They are responsible for handling queries to ensure customer satisfaction.4) Identify sales opportunities for Retail Asset products to existing customers of the Bank along with looking out for acquiring new customers and building new relationships.5) Manage business relations with existing customers and branch resources to generate retail asset leads.6) Achieve sales targets as assigned by the organization on a monthly basis.
I MATES CONSULTANTS
Cluster Sales Manager | Retail Liabilties | | Banking
Full Time
Mangalore
1500000-2400000/Year
Posted : 45days ago
Posted By: Allwyn
Responsible for managing and driving sales for a cluster of retail liabilities products within a designated region.
Develop and implement sales strategies to achieve targets and increase market share.
Lead a team of Sales Managers and Executives , provide guidance, training, and support to ensure their success.
Identify potential business opportunities and develop relationships with key clients and partners.
Monitor market trends and competitor activities to stay ahead of the competition.
Overall responsibilty for acquiring a quality liability portfolio for the assigned territory.
Periodic review of the entire business unit.
Plan and Implement marketing activities with the help of marketing departments to generate quality leads for the bank.
I MATES CONSULTANTS
Personal Banker/Gold Loan/Leading Bank | Banking
Full Time
Mumbai
300000-500000/Year
Posted : 58days ago
Posted By: Caroline Williams
A personal banker is a financial professional who works with clients to manage their banking needs and provide personalized financial advice.They are responsible for building and maintaining relationships with clients, understanding their financial goals, and offering appropriate banking solutions.One of the services offered by personal bankers is gold loans, which are loans secured by gold jewelry or other valuable assets. Gold loans are a popular option for individuals who need quick access to cash but do not want to sell their gold.Personal bankers at leading banks have extensive knowledge and experience in managing gold loans and can guide clients through the process. They help clients determine the value of their gold and the amount they can borrow based on the current market value. Personal bankers also assist clients in completing the necessary paperwork and documentation for the gold loan.They work closely with clients to understand their repayment capabilities and offer flexible repayment options.Personal bankers also provide guidance on the interest rates and fees associated with gold loans.They ensure that clients understand the terms and conditions of the loan before signing any agreements. With their expertise and personalized approach, personal bankers play a crucial role in helping clients achieve their financial goals and manage their finances effectively.
I MATES CONSULTANTS
Teller | Branch Banking | A Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin,Palakkad,Thiruvananthapuram/ Trivandrum
200000-400000/Year
Posted : 63days ago
Posted By: Anjana V Nair
Process cash and check deposits accurately.
Assist customers with cash withdrawals and check cashing.
Facilitate fund transfers between accounts.
Provide exceptional customer service by addressing inquiries and resolving issues promptly.
Guide customers on various banking products and services.
Balance cash drawers and reconcile daily transactions.
Respond to customer inquiries about account balances and transaction history.
Promote and cross-sell bank products and services to meet customer needs.
Maintain accurate records of transactions.
I MATES CONSULTANTS
Cluster Manager | Working Capital Loans | Banking
Full Time
Bangalore
1500000-2000000/Year
Posted : 68days ago
Posted By: Camilla Magline Correya
Develop and implement sales strategies to increase market share and profitability of working capital loan products.
Ensure the Relationship Manager's productivity
Strengthen the branch channel relationship to ensure a steady flow of leads
Ensure New to Bank Customers Loans, New Loans and Renewals
Existing customer service and complaints.
Maintain a good rapport with loan operations and credit department
Ensure the TAT in loan disbursal.
Activation of inactive accounts
Overall responsible for the total P&L of the region's Working Capital Loans Business
I MATES CONSULTANTS
Corporate Account Manager/Banking | Banking
Full Time
Bangalore
400000-500000/Year
Posted : 76days ago
Posted By: Caroline Williams
Corporate Account Managers are in charge for portfolios of clients in a company. Their duties include growing revenue for assigned accounts, seizing business development opportunities, allocating budgets, attending industry events, collaborating with other departments, and developing new accounts.
I MATES CONSULTANTS
TASC -Relationship Manager/Banking | Banking
Full Time
Bangalore
500000-1000000/Year
Posted : 76days ago
Posted By: Caroline Williams
• Develop and maintain relationships with clients to ensure customer satisfaction• Provide advice and guidance to clients on banking products and services• Analyze customer needs and recommend appropriate banking solutions • Monitor customer accounts and provide timely updates on account activity • Ensure compliance with banking regulations and policies • Identify and resolve customer service issues in a timely manner • Develop and maintain relationships with internal stakeholders • Participate in sales and marketing activities to promote banking products and services • Assist in the development of new banking products and services • Provide training and support to new and existing customers on banking products and services
I MATES CONSULTANTS
Business development officer | CASA Acquisition | Retail Liability | Banking
Full Time
Calicut/Kozhikode,Kochi/Ernakulam/Cochin,Palakkad,Thiruvananthapuram/ Trivandrum
Posted : 76days ago
Posted By: Sangeetha
Develop and implement strategies to increase retail liability sales. Analyze customer data to identify potential sales opportunities. Develop relationships with key stakeholders in the retail industry. Develop and maintain a comprehensive understanding of retail liability products and services. .Develop and maintain a network of contacts in the retail industry. Develop and implement marketing campaigns to promote retail liability products and services. Develop and maintain relationships with existing and potential customers. Provide technical advice and support to customers. Prepare and present reports on sales performance and customer feedback. Monitor and evaluate customer feedback to identify areas for improvement. Develop and implement strategies to improve customer service.
I MATES CONSULTANTS
Phone Banking Officer - UAE For a Leading Bank | Banking
Full Time
Kochi/Ernakulam/Cochin
228000-300000/Year
Posted : 82days ago
Posted By: Viji Vijayan
Join our dynamic team as a phone banking officer or Tele sales Officer in the banking industry, Personal Loans. As a key player in our sales force, you will be responsible for promoting and sellingfinancial products to prospective customers over the phone.Key Responsibilities: Proactively reach out to potential customers to discuss and promote credit card and personal loanofferings.Provide accurate information about the features, benefits, and terms of credit cards and personal loans.Meet or exceed monthly sales targets and contribute to the overall success of the sales team.Build and maintain strong customer relationships through effective communication and follow-up.Collaborate with team members to share insights, strategies, and best practices.Stay informed about industry trends and product updates.Experience and Skills:Previous tele sales experience, preferably in the banking or financial services industry.Strong communication and interpersonal skills.
I MATES CONSULTANTS
Sales Officer for a Leading Banks in UAE | Banking
Full Time
Kochi/Ernakulam/Cochin
780000-1200000/Year
Posted : 82days ago
Posted By: Aryan K
A sales executive in UAE is responsible for driving sales and revenue growth for a company in the United Arab Emirates.
They are typically required to have a strong understanding of the local market and consumer behavior in order to effectively sell products or services.
Sales executives in UAE often work in a fast-paced and competitive environment, requiring them to be highly motivated and results-driven.
They are expected to build and maintain relationships with clients, negotiate deals, and close sales.
A successful sales executive in UAE must have excellent communication and interpersonal skills, as well as the ability to persuade and influence others.
They may be required to travel within the UAE to meet with clients and attend industry events.
Sales executives in UAE must be knowledgeable about their company's products or services and be able to effectively communicate their features and benefits to potential customers.
They are also responsible for identifying new business opportunities and developing strategies to expand the company's customer base.
A sales executive in UAE may also be involved in creating and implementing sales plans and strategies to achieve targets and objectives.
They must be proficient in using sales tools and technology, such as customer relationship management (CRM) software, to track and manage their sales activities.
Sales executives in UAE are often required to work long hours and may be under pressure to meet sales targets and deadlines.
I MATES CONSULTANTS
Area Head | Trade & Forex / Current Account | Banking
Full Time,Regular/Permanent
Bangalore
1500000-2000000/Year
Posted : 83days ago
Posted By: Camilla Magline Correya
Responsible for overseeing all trade and forex operations within the designated area.
Manages a team of trade and forex specialists to ensure efficient and effective service delivery.
Develops and implements strategies to increase trade and forex business in the area.
Monitors market trends and competitor activities to identify potential opportunities and risks.
Collaborates with other departments, such as sales and marketing, to promote trade and forex services to clients.
Ensures compliance with all regulatory requirements and internal policies and procedures.
Conducts regular performance reviews and provides training and development opportunities for team members.
Acts as a point of escalation for complex trade and forex transactions and customer complaints.
Prepares and presents reports on trade and forex performance to senior management.
Works closely with the treasury department to manage foreign exchange risk and optimize currency positions
I Mates Consultants
Cluster Head | TASC & Govt Business | A Leading Bank | Banking
Full Time
Coimbatore
2500000-3000000/Year
Posted : 85days ago
Posted By: Camilla Magline Correya
To handle a team of Relationship Managers to Acquire & Manage relationships of Trusts, Associations, Societies, Associations and Government Institutions.
To have a good rapport the decision-makers of all the existing high-value customers.
Guide the team in providing the best banking service according to their requirements.
The Individual should be able to provide the best solutions to the customer according to the RBI's & State's rules and regulations.
The Individual should be capable of guiding and training the team in terms of KYC, Account Opening procedures, Documentation, and mainly the importance of regular follow-ups Customer is identified.
I MATES CONSULTANTS
NR Relationship Manager | Portfolio Management | Banking
Full Time
Kochi/Ernakulam/Cochin,Kollam
1000000-1500000/Year
Posted : 90days ago
Posted By: Aswathy R
1 Develop and maintain relationships with clients to ensure their satisfaction with the services provided 2 Analyze client portfolios and recommend appropriate investment strategies 3 Monitor market trends and provide timely advice to clients 4 Prepare and present portfolio performance reports to clients 5 Research and identify new investment opportunities 6 Develop and implement customized investment strategies for clients 7 Monitor client accounts and ensure compliance with regulations 8 Provide financial planning advice to clients 9 Assist clients in setting and achieving financial goals 10 Negotiate and execute transactions on behalf of clients 11 Manage client portfolios and ensure optimal performance 12 Stay up-to-date on industry trends and regulations
I MATES CONSULTANTS
Relationship Manager | Wealth Distribution | | Banking
Full Time
Bangalore
3300000-4000000/Year
Posted : 63days ago
Posted By: Allwyn
> Onboarding, Handling and Managing HNI / Ultra HNI clients.> Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.> Aiming for consistent growth of customer wallet share and book size.> Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.> Constantly review client portfolios and give a birds’ eye view.> Ability to work in partnership with Bank Channel and drive leads & AUM.> Service existing clients with the support of client servicing team> Adherence to all regulatory, statutory, and corporate compliance standards
I MATES CONSULTANTS
NRIRO | NRI relationship Officer | A leading Bank | Banking
Full Time,Regular/Permanent
Coimbatore,Kochi/Ernakulam/Cochin,Palakkad
400000-600000/Year
Posted : 71days ago
Posted By: Sangeetha
Establishes and maintains relationships with Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs).
Develops and implements strategies to increase NRI/OCI customer base.
Customers with opening accounts, transferring funds, and other banking services.
Provides advice and guidance to customers on banking products and services.
Monitors customer accounts and provides timely updates on account activity.
Resolves customer queries and complaints in a timely and professional manner.
Develops and maintains relationships with external partners to increase customer base.
Identifies and implements new business opportunities to increase customer base.
Develops and implements marketing campaigns to promote NRI/OCI banking services.
Develops and maintains relationships with key stakeholders to ensure customer satisfaction.
Ensures compliance with all applicable laws and regulations.
Maintains up-to-date knowledge of banking products and services to ensure customer satisfaction
I MATES CONSULTANTS
Service Manager | Leading Bank | Banking
Full Time
Bangalore
500000-1300000/Year
Posted : 76days ago
Posted By: Caroline Williams
• Manage customer service operations and ensure customer satisfaction. • Develop and implement customer service policies and procedures. • Monitor customer service performance and identify areas for improvement. • Train and supervise customer service staff. • Handle customer complaints and inquiries. • Develop customer service strategies to increase customer satisfaction. • Monitor customer feedback and provide feedback to management. • Analyze customer service data and trends. • Develop customer service initiatives to improve customer experience. • Ensure compliance with banking regulations and laws. • Develop and maintain relationships with customers. • Monitor customer service performance metrics and report results to management.
I MATES CONSULTANTS
Team Manager | Banking
Full Time
Kochi/Ernakulam/Cochin
500000-850000/Year
Posted : 9days ago
Posted By: Viji Vijayan
Banking Team Manager Job Nature - Manage a team responsible for virtual communication in the enquiry department. customer queries and concerns related to Banking Products like credit card issues, ATM services, loans, and other banking services.Ensure all customer doubts and enquiries are promptly and effectively resolved within the bank's customer department.Handling team coordination, including shifts and managing workload distribution.No sales targets or marketing responsibilities; focus solely on addressing customer needs.Maintain fluency in Hindi and English to effectively communicate with premium clients.strong patience and interpersonal skills to handle diverse customer interactionsExperience- 5 to 10 years ( Banking or Insurance preferably ) Qualification- MBA or Degree Must Job Location: Kochi.Virtual communication only.Suitable for both male and female applicants.
I MATES CONSULTANTS
Service RM | A Leading Bank | Banking
Full Time
Bangalore
500000-1000000/Year
Posted : 76days ago
Posted By: Krishnapriya M V
Service RM provides a wide range of financial services to the customers.
Ability to exchange information cleraly and concisely
Design and analyse moderately complex reports to satisfy management requirements
Provide basic assistance within a specific section of the company's customer service function
I MATES CONSULTANTS
Sr. Auditor | Retail Assets | Banking
Full Time,Regular/Permanent
Chennai
1500000-1700000/Year
Posted : 83days ago
Posted By: Camilla Magline Correya
Sr. Auditor | Retail Loans is a senior-level position in the auditing department of a financial institution, specifically focused on retail loans.
This role involves conducting thorough and detailed audits of retail loan portfolios to ensure compliance with internal policies and external regulations.
The Sr. Auditor is responsible for identifying and assessing potential risks associated with retail loans and making recommendations for risk mitigation.
They work closely with loan officers and other departments to gather and analyze data related to loan origination, underwriting, and servicing.
The Sr. Auditor is also responsible for reviewing loan documentation and verifying the accuracy and completeness of loan files.
They may also conduct on-site visits to retail loan branches to observe loan processes and procedures in action.
This role requires strong analytical skills and attention to detail, as well as a thorough understanding of retail loan products and industry regulations.
I MATES CONSULTANTS
HR Recruiter| I Mates Consultants | Banking
Full Time
Kochi/Ernakulam/Cochin
150000-300000/Year
Posted : 43days ago
Posted By: Rasna
Identify and evaluate potential candidates.
Source relevant candidates from various
Review and screen candidates.
Provide qualified candidates to hiring managers.
Assist hiring managers to conduct interviews.
Experience with new sourcing techniques.
Handle documentation and record keeping of selected candidates.
Conduct regular follow-up with candidates and build network.
Develop and execute recruiting plans.
Create and update job descriptions.
Ability to lean new job profiles.
Strong analytical and organizational skills.
I MATES CONSULTANTS
Sales Officer | Current Accounts | Banking
Full Time
Chennai
300000-600000/Year
Posted : 45days ago
Posted By: Allwyn
Develop and maintain relationships with current customers to ensure customer satisfaction.
Identify and develop new business opportunities with potential customers.
Monitor customer accounts to ensure timely payments and resolve any payment issues.
Prepare and present sales reports to management.
Develop and implement strategies to increase sales and customer loyalty.
Negotiate contracts and pricing with customers.
Provide customer service and technical support.
Analyze customer data to identify trends and opportunities.
Develop and maintain a thorough understanding of the company’s products and services.
Attend trade shows and other industry events to promote the company’s products and services.
Monitor competitor activities and pricing.
Maintain accurate records of customer interactions and sales activities.
I MATES CONSULTANTS
Sales Officer | Current Accounts | Banking
Full Time
Alappuzha,Calicut/Kozhikode,Kannur,Kochi/Ernakulam/Cochin,Kottayam,Pathanamthitta,Perintalmanna,Thiruvananthapuram/ Trivandrum
450000-650000/Year
Posted : 71days ago
Posted By: Sangeetha
1. Responsible for driving sales and revenue growth for current accounts in the assigned territory. 2. Develop and maintain relationships with existing clients to ensure retention and identify cross-selling opportunities. 3. Identify and prospect new clients through various channels such as cold calling, networking, and referrals. 4. Conduct product presentations about the benefits of current accounts. 5. Collaborate with the marketing team to develop effective sales strategies and campaigns. 6. Monitor market trends and competitor activities to identify potential business opportunities. 7. Negotiate and close deals with business clients, ensuring profitability and adherence to company policies. 8. Provide excellent customer service by addressing client inquiries and concerns in a timely and professional manner. 9. Prepare and submit sales reports, forecasts, and budgets to the management team.10.Train and mentor junior sales team members to improve their performance and achieve sales targets.
Full Time
Chennai
Posted : 61days ago
Posted By: D Senthil
We are looking for a Customer Support Executive who is not only fluent in Hindi,Tamil and English but also has a light-hearted personality. As the first point of contact for our customers, we want someone who can make them feel at ease and provide exceptional service with a smile. The ideal candidate should have excellent communication skills, be a good listener, and have a positive attitude towards problem-solving. If you are someone who enjoys interacting with people and can handle challenging situations with a calm and cheerful demeanor, then we would love to have you on our team.
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