Kotak Mahindra


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