Job Description
Kotak Mahindra
Investment Relationship Manager-BRANCH BANKING-Branch Banking
Kotak Mahindra • Ahmedabad, Gujarat • via Glassdoor
27 days ago
Full–time
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Apply on ZipRecruiter India
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Apply on Job Search In India
Apply on WhatJobs
Job description
Investment Relationship Manager – JD
KRAs :
• Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial Planning, Insurance and Investment Requirements.
• Ensures high levels of customer serviceorientation and application of bank policy.
• Informs customers of new productsor product enhancements to further expandthe ban...
Report this listing
Bajaj Finserv
Assistant Manager - Prospect Personal Loan
Bajaj Finserv • Ahmedabad, Gujarat • via LinkedIn
6 days ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Apply on Jobrapido.com
Apply on Job Search In India
Job description
Job Purpose
“This position is open with Bajaj Finance ltd.”
Effective Tracking of MISs to ensure timely action of leads
Manage Real time Sales support to Field Team
Provide timely inputs to finance team for P&L Management
Run contest for teams as agreed with stakeholders
Duties And Responsibilities
PRINCIPAL ACCOUNTABILITIES
(Accountabilities associated with the job)
Manage Real time Sales support to Field Team on STS & co-ordinate with Credit, RCU, COE & IT team to clear roadblocks
SFDC ID creation for Call Center agents & On Role Sales team members on STS
Testing System enhancements for smoother functioning.
Manage SFDC Reports in form of Business Reports, Hierarchy maintenance
Creating/Configuring Schemes as per Business Requirement
Monthly Target Allocation to Sales team
• MAJOR CHALLENGES
(Challenges faced on an on-going basis in carrying out the job)
Manage Real time Sales support to Field
Tracking MISs to ensure on time business decisions are made
• DECISIONS
(Key decisions taken by job holder at his/her end)
Automation of MISs
Identify & fix regular issues faced by field team
• INTERACTIONS
(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)
Internal Clients
Roles you need to interact with inside the organization to enable success in your day to day work
Inside stakeholders are Call center managers, business managers & field team
External Clients
Roles you need to interact with outside the organization to enable success in your day to day work
NA
• DIMENSIONS
(Key numerical data which will reflect the scope and scale of activities concerning this job)
Financial Dimensions
(These should be quantifiable numerical amounts)
Tracking MISs to ensure on time business decisions are made
Other Dimensions
(Significant volume dimensions associated with the job)
Total Team Size: NA
Number of Direct Reports: NA
Number of Indirect Reports: NA
Number of Outsourced employees: 0
Number of locations: PAN India
Number of products: 1 (Prospect Personal Loans)
• SKILLS AND KNOWLEDGE
(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent
Required Qualifications And Experience
• Qualifications
Graduate or pos- Graduate
• Work Experience
More than 1-2 years of relevant experience
Experience in Direct to customer, Data Driven business delivery
Investment Relationship Manager-BRANCH BANKING-Branch Banking
Kotak Mahindra • Ahmedabad, Gujarat • via Glassdoor
27 days ago
Full–time
Apply on Glassdoor
Apply on Oracle
Apply on Foundit.in
Apply on SimplyHired
Apply on ZipRecruiter India
Apply on Jobrapido.com
Apply on Job Search In India
Apply on WhatJobs
Job description
Investment Relationship Manager – JD
KRAs :
• Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial Planning, Insurance and Investment Requirements.
• Ensures high levels of customer serviceorientation and application of bank policy.
• Informs customers of new productsor product enhancements to further expandthe ban...
Report this listing
Bajaj Finserv
Assistant Manager - Prospect Personal Loan
Bajaj Finserv • Ahmedabad, Gujarat • via LinkedIn
6 days ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Apply on Jobrapido.com
Apply on Job Search In India
Job description
Job Purpose
“This position is open with Bajaj Finance ltd.”
Effective Tracking of MISs to ensure timely action of leads
Manage Real time Sales support to Field Team
Provide timely inputs to finance team for P&L Management
Run contest for teams as agreed with stakeholders
Duties And Responsibilities
PRINCIPAL ACCOUNTABILITIES
(Accountabilities associated with the job)
Manage Real time Sales support to Field Team on STS & co-ordinate with Credit, RCU, COE & IT team to clear roadblocks
SFDC ID creation for Call Center agents & On Role Sales team members on STS
Testing System enhancements for smoother functioning.
Manage SFDC Reports in form of Business Reports, Hierarchy maintenance
Creating/Configuring Schemes as per Business Requirement
Monthly Target Allocation to Sales team
• MAJOR CHALLENGES
(Challenges faced on an on-going basis in carrying out the job)
Manage Real time Sales support to Field
Tracking MISs to ensure on time business decisions are made
• DECISIONS
(Key decisions taken by job holder at his/her end)
Automation of MISs
Identify & fix regular issues faced by field team
• INTERACTIONS
(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)
Internal Clients
Roles you need to interact with inside the organization to enable success in your day to day work
Inside stakeholders are Call center managers, business managers & field team
External Clients
Roles you need to interact with outside the organization to enable success in your day to day work
NA
• DIMENSIONS
(Key numerical data which will reflect the scope and scale of activities concerning this job)
Financial Dimensions
(These should be quantifiable numerical amounts)
Tracking MISs to ensure on time business decisions are made
Other Dimensions
(Significant volume dimensions associated with the job)
Total Team Size: NA
Number of Direct Reports: NA
Number of Indirect Reports: NA
Number of Outsourced employees: 0
Number of locations: PAN India
Number of products: 1 (Prospect Personal Loans)
• SKILLS AND KNOWLEDGE
(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent
Required Qualifications And Experience
• Qualifications
Graduate or pos- Graduate
• Work Experience
More than 1-2 years of relevant experience
Experience in Direct to customer, Data Driven business delivery
💡 Quick Summary
Seeking a career-building opportunity? The Assistant Manager | Prospect Personal Loan position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
