5+ Banking Jobs in Delhi, NCR and Gurgaon | Banking Job openings in Delhi, NCR and Gurgaon

Key Responsibilities:

1. Customer Outreach & Relationship Management:

• Make outbound calls to potential and existing clients to inform them about the company's services, products, and offers.
• Assist customers with inquiries related to trading, investment products, depository services, etc.
• Provide timely updates and information to clients about the stock market and their portfolio.
• Follow up with leads and ensure customer satisfaction, encouraging long-term client relationships.

1. Product Information and Advisory:

• Explain different financial products, including equity, commodities, mutual funds, and more.
• Help customers understand stock market trends, investment strategies, and opportunities to increase their portfolio value.

1. Lead Generation:

• Generate quality leads by identifying potential clients and following up with them to convert into active traders and investors.
• Maintain an accurate database of clients and prospects.

1. Sales Support:

• Assist in the execution of sales campaigns, including promotions and offers.
• Track client interactions, sales activities, and report progress regularly.

1. Problem Resolution:

• Address customer concerns, complaints, or issues related to trading accounts, transactions, or market activities.
• Ensure timely resolution to enhance customer satisfaction and trust.

1. Compliance and Reporting:

• Adhere to company policies, regulatory guidelines, and compliance procedures while making calls and handling client accounts.
• Maintain detailed records of interactions and sales activities.

Requirements:

• Educational Qualification: Graduate (preferably in Finance, Commerce, or related field).
• Experience: 1-2 years in a telecalling or customer support role, preferably within the financial services industry (stock broking, mutual funds, etc.).

KEY RESPONSIBILITIES:

Sales function:

* Acquisition of New Clients

* Responsible for business development for General Insurance products including Mediclaim, Asset, Fire, Liability, Engineering, Marine, etc.

* Create and execute strategies to explore new potential markets and retain existing clients.

* Driving Sales team for Initial contact for Enquiries / RFQ/Mandate Letters.

* Giving a clear understanding of the pricing and features of the product and their impact on profitability.

Relationship management

* Handling corporate customers and maintaining excellent relationships with them.

* Leveraging on the relationship with corporate and focusing on closures.

* Liaisoning with insurers and TPA to provide better services and quotes to clients.

Other Functions:

* Coordinating with HR & Finance for Corporate Data.

* Administering guidelines in terms of documentation while policy issuance and claims servicing

* Tracking of competitor activities to understand the market trends and take proactive actions.

* Analyzing their risk portfolio, suggesting ways forward to mitigate losses and maintain a healthy bottom line.

Personal Skills

* At least 3-10 years of experience in B2B sales and customer-facing role

* Very strong written and verbal communication

* High customer empathy

* Strong problem solver,

* Ability to work with cross-functional teams to resolve issues

. Experience in outbound prospecting, cold calling, and managing sales pipeline

* Previous experience mainly in hunting, new client acquisition, and sales closures

* Experience having sold to Founders, CHROs & CFOs is a plus

* Consistently meeting assigned sales targets

* Strong spoken and written communication skills in English

Excellent communication skills

Excellent presentation skills.

The ability to handle pressure and meet deadlines

Quick Learning Ability

JOB DESCRIPTION

Responsible for generating sales with new/existing customers.

Developing opportunities with new customers

Reaching the targets and goals set for your profile.

Establishing, maintaining and expanding your customer base.

Increasing business opportunities through various routes to market

Follow up on the database / leads provided by Company.

Keeping up to date with products and competitors

Meeting With Clients on field

Report on sales activities to top management.

•  4-8 years of relevant experience in designing & developing and architecting systems/software
• for large business environments (Java, J2EE).
• • Strong design and coding skills in Enterprise Java, Hibernate, Spring, Spring Boot, REST web
• services, JMS (ActiveMQ), XML, JSON.
• • Must have good experience in Unix/Oracle/SQL.
• • Experience in any communication framework (MQ) is an added advantage.
• • Experience in Agile Development, Scrum, and Iterative approaches
• • Participate in requirement gathering JAD sessions and support documentation

Work in an exciting and challenging role at a leading credit rating company that is leveraging software and technology tools to change the face of credit rating in India!

Our client with nearly two decades of presence has established itself as the second-largest credit rating agency in India. They provide ratings in the financial sector, infrastructure sector, corporates, public finance, and MSME spaces. The company is headquartered in Mumbai and has regional offices at Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Jaipur, Kolkata, New Delhi, Pune and Mauritius.

Our client also carries out grading of IPOs, assesses financial strength of shipyards, grades various courses of Educational institutions and provides grading services to Energy service companies. They are nurturing global opportunities and have made forays in different forms with 4 partners from Brazil, Portugal, Malaysia and South Africa.

As the Senior Manager (Ratings - BFSI), you will maintaining cases and assignments undertaken by group head in the year, managing Sector reports / criteria commentary publishing

What you will do:

• Ensuring Execution of projects
• Providing inputs and commitments towards strategic/ quality decision making
• Facilitating Development & improvement of methodology for sectors
• Minimising Sharp Rating Migration Cases/Rating Quality
• Ensuring quality and readability of rating report as well as rationale, press releases etc.
• Handling Complex situations
• Ensuring timely completion of rating assignments.
• Keeping track of changes in the respective sectors & and bringing important facts to managements notice.
• Presenting the case in the Rating Committee Meeting
• Maintaining MIS, quarterly results/ no default statement, rating reckoner etc.
• Leading & guiding the team of analysts working in the team.
• Monitoring and measuring productivity of team members
• Modelling the leadership behaviors and coaching and mentoring junior staff

What you need to have: