1 Amfi Jobs nearby Coimbatore

As a Service Delivery Associate (SDA) Non-Cash (Aspire) at a Scheduled Commercial Bank, your role will involve providing superior customer service to Aspire Banking segment customers. Your responsibilities will include managing and enhancing customer relationships, acquiring new customers, and cross-selling various financial products and services. Key Responsibilities: - Maintain Product Holding Ratio, channel enrollment, and data quality as per assigned benchmarks. - Drive Existing Relationship Value (ERV) and New-To-Bank (NTB) growth as per set targets. - Achieve overall deposits growth and fee-based income. - Obtain certification on all products offered through the branch. - Ensure strict adherence to KYC, AML, and internal compliance policies. Customer Service: - Deliver excellent customer service within defined Turnaround Times (TAT) and complaint management norms. - Maintain branch ambiance, mandatory displays, and overall customer experience. - Ensure adherence to compliance and audit guidelines with satisfactory audit results. - Provide accurate product information and timely resolution of customer issues. - Record and resolve customer complaints within stipulated timelines. - Engage in preventive complaint management and proactively collect customer feedback. - Promote digital and direct banking channels and ensure customer adoption. Portfolio Management: - Manage and grow the Aspire Banking Customer Portfolio. - Identify eligible customers and upgrade them under the Aspire Banking program. - Deepen customer relationships by offering relevant products. - Conduct regular customer interactions to identify financial needs and provide suitable solutions. - Cross-sell to family members and associates within grouped relationships. - Achieve portfolio-level benchmarks on contactability, family grouping, cross-sell ratio, and channel activation. Qualification Required: - Graduation (minimum 50%) Competencies: - Sales and Influencing Skills - Knowledge of Banking Products & Processes - Planning and Organizing Skills - Strong Communication and Interpersonal Skills - Customer Service Orientation - Customer Portfolio Management Preferred Certifications: - AMFI Certification - IRDA Certification In this role, you will play a crucial part in delivering outstanding customer service, managing the Aspire Banking segment, and contributing to the growth and success of the branch.,

Job Role- Personal Banker Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a uniqueposition to help our customers realise their dreams and ambitions. As a marketleader in the consumer banking business, DBS has a full spectrum of products andservices, including deposits, investments, insurance, mortgages, credit cards andpersonal loans, to help our customers realise their dreams and aspirations at everylife stage. Our financial solutions are not only the best in the business they weremade just for you.  Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc && manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2 years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication && Listening Skills Goal / Target oriented IRDA && AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills && Digital Knowledge Good Network in the Market  Contact Person- Adam Email- adam@livecjobs.com Contact-  8778148373

Job Role- Branch Relationship Manager  As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help ourcustomers realise their dreams and ambitions across ~500 branches in the country. As a market leaderin the consumer banking business, DBS has a full spectrum of products and services, includingdeposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards andpersonal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBSclients having an AUM INR 1 million through need-based approach and ensure clientcoverage and product penetration through cross-sell and up-sell of DBS products and services. To manage && maintain the highest customer satisfaction and service levels through pro-activeclient engagement && relationship management, coordinating internally with DBS Service andDistribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly && annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation && execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.  Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an addedadvantage Contact Person- Adam Contact detail- 8778148373 Email- adam@livecjobs.com

Role Overview: As a Branch Head, your main objective is to achieve the Sales Targets, maintain and increase Market Share through incremental Sales and new market development. You will be responsible for ensuring the highest level of Service standards for channel partners and their customers at the branch level. Key Responsibilities: - Achieving sales targets and increasing market share of the branch vis-a-vis the industry by maximizing business in the allotted territory through distribution channels such as IFAs, Banks, PSU, and NDs. - Empanelling and activating untapped and potential Channel Partners to drive business growth. - Managing and maximizing business from Client Relationships through prompt service by developing and maintaining relationships with retail clients in the assigned territory. - Identifying and engaging new Distribution channel partners by developing new distributor relationships at the branch and activating these relationships by providing timely and relevant information on schemes and the industry. - Monitoring Compliance to ensure high alignment with systems and practices by ensuring that all regulations and statutory compliances are complied with and assisting channel partners in adhering to compliances. - Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients by facilitating smooth operations of the branch including branch imprest, administration, operations, and client servicing standards. - Providing relevant reports to management for the assigned territory by furnishing relevant sales reports of the branch to Cluster & Zonal Head. - Managing and monitoring team members for better productivity by facilitating regular training, guidance, and development of team members, ensuring AMFI Certification of team members, and monitoring the performance of RMs on a monthly basis and taking corrective measures if achievement deviates from the required achievements. Qualification Required: - Minimum Experience Level: 4 - 7 years - Other Degree,

Role Overview: You will be responsible for ensuring the quality and accuracy of financial transactions, meeting daily production volumes within the specified turn-around-time. Your role will involve coordinating with clients and customers for data requirements, taking accountability for assigned operations, and constantly striving to improve productivity through innovative and controlled processes. Additionally, you will work on enhancing the quality of the reconciliation process and ensuring timely delivery of Subscription and Liability reconciliation. Key Responsibilities: - Coordinate and liaise with clients and customers for data requirements - Take responsibility and accountability for assigned operations - Improve productivity through innovative and controlled processes - Enhance quality in reconciliation process - Ensure Subscription and Liability reconciliation are delivered within agreed TAT - Follow up on open credit and transactions with AMC and branches - Review high-value pending credit and transactions - Deliver Liquid & Non-Liquid Daily Transaction Reports within agreed TAT - Generate MIS reports related to credit and transaction pending on multiple platforms - Adhere to SEBI, AMFI regulations/guidelines, AMC SLA, and other business rules - Follow all CAMS policies, ISMS procedures, and data security policies to maintain client confidentiality - Adhere to ISO procedures and suggest modifications if required - Ensure compliance with the terms of contractual agreements Qualifications Required: - Should be a team player - Possess attention to detail - Good communication skills - Advanced knowledge in Excel Company Details: Omit this section as no additional details of the company are provided in the job description.,

As a Business Development Executive in the Business Development team based in Chennai, your role will involve managing business development at the regional level. You will be responsible for executing business development plans and promoting Mutual Fund Utility (MFU) among Mutual Fund Advisors, Distributors, Corporate Investors, Fintech, and Custodians. Your key responsibilities will include managing and promoting the brand image of the organization at the regional level, conducting meetings with Asset Management Companies (AMCs) Business Development Manager teams, maintaining continuous engagement with Distributor and Advisor communities to encourage active use of the MFU platform, planning and participating in events to showcase MFU, providing feedback on market requirements, and monitoring the business contributions of regional partners to ensure business sustainability. Key Responsibilities: - Manage business development at the regional level - Execute business development plans - Promote MFU among Mutual Fund Advisors, Distributors, Corporate Investors, Fintech, and Custodians - Manage and promote the brand image of the organization at the regional level - Conduct meetings with AMCs BDM teams - Engage with Distributor and Advisor communities to promote the active use of the MFU platform - Plan, participate, and make presentations or demonstrations at events organized by AMCs, Advisor, Distributor communities, and MFD associations - Provide feedback on new requirements based on market needs - Monitor the business contributions of regional partners and take steps to ensure business sustainability Qualification Required: - Postgraduate preferred - NISM or any Capital Market certification will be a definite advantage Additional Details: The company offers a compensation package that is considered best in peer groups. Experience: - Around 1+ years of Capital Market / Mutual Fund Industry Experience Your expertise should include: - Knowledge of Mutual Fund Products - Good network with Fintech, Banks, Wealth firms, Financial Advisors & IFAs - Understanding of AMCs Sales requirements - Good understanding of overall Mutual Fund Transactional, Intermediary, and Investor life cycle including basic MF Operational understanding - Ability to work under stringent sales & revenue targets and deliver desired goals Location: Chennai,

As a Relationship Manager in the Banking sector, your primary responsibility will be to deliver exceptional volume and revenue performance by acquiring and engaging Bank clients with an AUM of INR 1 million. Your role involves a need-based approach to ensure client coverage and product penetration through cross-sell and up-sell of Bank products and services. Key Responsibilities: - Acquire and upgrade quality clients to the Treasures segment in the branch location areas - Deepen wallet share of existing customers through retention and growth of AUM - Achieve monthly & annual volume and revenue objectives - Activate e-Channels and drive Savings Book growth - Implement product strategies effectively through relationship management - Develop client trust and loyalty for entrenched relationship with the bank - Ensure optimum product mix and new-to-product clients for customer-level profitability - Drive exemplary customer service and uphold bank service standards - Ensure internal and regulatory compliance through strict adherence to sales processes - Deliver exemplary service by building appropriate workflows and processes including doorstep banking You will also be responsible for: - Establishing, managing, and growing the AUM of mapped client segment - Resolving customer queries and complaints within the agreed TAT - Working closely with colleagues, service teams, and product specialists to meet team objectives - Collaborating with the Line Manager and City/Cluster Head to achieve common team and Branch objectives - Ensuring internal and regulatory compliance and addressing operational risks - Exercising appropriate due diligence while on-boarding and engaging with clients Qualifications Required: - Minimum 5 years of experience in a reputed bank with proficiency in banking products - In-depth knowledge of the local market and competition - AMFI/IRDAI/FEDAI certified candidates with BCSBI certification will be an added advantage Education: - Any Graduate Join us as a Relationship Manager and play a crucial role in driving client satisfaction, revenue growth, and maintaining high service levels in the banking sector.,