2 Phone Banking Executive Jobs nearby Ahmedabad

Role Overview: You will be working as a Production Specialist - L3 at Wipro Limited, a leading technology services and consulting company focused on innovative solutions for digital transformation. Your role will involve handling Private Equity, Real Estate, and Hedge Fund operations, including fund accounting, financial statements preparation, fee calculations, cash reconciliation, and valuation of portfolio investments. Your primary responsibilities will include preparing and submitting fund and investor reports accurately, meeting deadlines, and working on partnership accounting applications. You will also be expected to contribute to creating a professional work environment, suggest process improvements, and demonstrate strong interpersonal skills in day-to-day operations. Key Responsibilities: - Work on Private Equity / Real Estate / Hedge Fund Operations such as fund accounting, journal posting, and financial statement preparation - Prepare and submit fund and investor reports accurately as per SLA - Meet TAT and deliver error-free services - Work on partnership accounting applications and strive for process improvements - Demonstrate interpersonal skills in handling day-to-day operations - Have a good understanding of financial accounting, capital markets, and private equity/real estate/hedge funds processes - Utilize advanced knowledge of MS Office tools and possess good written and spoken communication skills - Display analytical and problem-solving skills, pro-active attitude, and ability to work efficiently in a team - Exhibit excellent customer-facing skills, ability to build rapport with clients, and escalate issues promptly for quick resolution - Maintain good phone and email etiquettes Qualification Required: - Very good understanding of financial accounting - General understanding of capital markets, banking, and private equity/real estate/hedge funds - Hands-on experience with private equity/real estate/hedge funds systems - Reasonable understanding of private equity/real estate/hedge funds processes such as accounting, investor reporting, capital calls, distribution, and financial statements - Advanced knowledge of MS Office tools - Very good written and spoken communication skills - Good analytical skills, problem-solving skills, and pro-active attitude - Ability to work efficiently and effectively in a team - Excellent customer-facing skills and ability to build rapport with clients - Ability to escalate issues promptly to ensure quick resolution - Good phone and email etiquettes If you want to be part of a modern Wipro and contribute to a business powered by purpose, join us to realize your ambitions and be empowered to design your own reinvention. Applications from people with disabilities are explicitly welcome.,

Role Overview: You will be working as a Virtual Relationship Manager at Equirus Wealth Private Limited, responsible for onboarding customers and completing digital KYC requirements. Your main duties include managing and resolving customer queries, contacting customers to inform them about investment products, understanding customer requirements, updating customer information in the database, handling transaction orders accurately, and preserving the company's reputation by addressing grievances effectively. Key Responsibilities: - Onboard and complete digital KYC requirements for all customer segments. - Manage and resolve all customer queries promptly. - Contact customers to inform them about investment products or services using scripts. - Answer investment product related queries during calls. - Understand customer requirements, ask relevant questions, and close sales. - Direct High Net Worth Individual (HNI) prospects to the field sales team if required. - Update customer information in the database accurately. - Process transaction orders accurately and assist clients through the Federal Mobile. - Handle grievances effectively to maintain the company's reputation. - Maintain records of calls, sales, and note useful information. Qualifications Required: - Graduate with a minimum of 2 years of proven experience as a Tele Sales & Service Representative or in a similar sales/customer service role in Banking, Wealth Management, Insurance, or related Financial Services. - Good knowledge of KYC process for Mutual Funds. - Proven track record of meeting sales quotas, preferably over the phone. - Proficiency in relevant computer programs (e.g., Excel, CRM software) and telephone systems. - Ability to learn about investment products and services and effectively communicate them to prospects. - Excellent command of English and the regional language of the state. - Strong communication and interpersonal skills with the ability to resolve issues and address complaints effectively.,

Designation - Business development manager(Telesales) Product - Life insurance Location - Gandhinagar We are looking for a customer-centric and target-driven professional to engage with our NRI/HNI customer base. The role involves promoting a Dollar-denominated life insurance plan under the Gift City framework, supporting digital policy sales, and managing customer service interactions. Key Responsibilities: Outbound calls for policy maturity updates, cross-selling, and pitching the Dollar Plan. Handle inbound queries, requests, and complaints from NRI/HNI customers. Support digital sales closures and ensure smooth customer journeys. Maintain accurate CRM records and follow-ups. Coordinate with internal teams for query resolution. Assist in basic data analysis and reporting. Interested candidates can share their resume on ishita.yadav@skywingsadvisors.com or 9997994284  

As a Cash Collection Specialist, your role will involve the following responsibilities: - Knowledge for Cash Collection - Banking of collection - ERP Tally accounting Compliance - Petty cash Compliance - MIS working Qualifications required for this position include: - Attention to detail - Knowledge of banking procedures - Proficiency in ERP Tally accounting - Strong organizational skills The company offers the following benefits: - Cell phone reimbursement - Health insurance - Leave encashment - Life insurance - Paid time off - Provident Fund This is a Full-time position with a Day shift schedule and the work location is In person. The expected start date for this role is 02/06/2025. As a Cash Collection Specialist, your role will involve the following responsibilities: - Knowledge for Cash Collection - Banking of collection - ERP Tally accounting Compliance - Petty cash Compliance - MIS working Qualifications required for this position include: - Attention to detail - Knowledge of banking procedures - Proficiency in ERP Tally accounting - Strong organizational skills The company offers the following benefits: - Cell phone reimbursement - Health insurance - Leave encashment - Life insurance - Paid time off - Provident Fund This is a Full-time position with a Day shift schedule and the work location is In person. The expected start date for this role is 02/06/2025.

As a potential candidate for the voice process role at Big Brand BPO, your main responsibilities will include: - Answering customer inquiries: You will be required to respond to phone calls from customers and address any questions they may have about the products, services, or any other relevant topics. - Handling customer complaints: Your role will involve managing customer grievances, finding appropriate solutions to their problems, and ensuring their overall satisfaction. - Providing customer support: You will need to offer guidance, assistance, and support to customers throughout their interactions with the company. Qualifications required for this role: - Graduation is a mandatory qualification. Additional details about the company and its benefits are not provided in the job description. This is a full-time, permanent position suitable for freshers. The job location is in person, and the work schedule includes day shifts as well as rotational shifts. Fluency in English and Hindi is preferred for effective communication with customers. If you are interested in this opportunity, you can reach out to the employer at +91 9328167263.,

Role Overview: As an Administrative Assistant at AbTech Engineering Works in Jamnagar, you will play a crucial role in ensuring smooth office operations. Your responsibilities will include performing clerical duties, managing phone calls, and providing executive assistance. Your strong organizational and communication skills will be essential for supporting the day-to-day functions of the office. Key Responsibilities: - Perform clerical duties such as organizing files, drafting correspondence, and creating reports. - Manage incoming phone calls and direct them to the appropriate personnel. - Provide executive assistance by scheduling appointments, meetings, and making travel arrangements. - Maintain records of administrative documents with proper filing for easy access and retrieval. - Utilize proficiency in Microsoft Office and Tally ERP to support various administrative tasks. - Efficiently handle day-to-day banking activities to ensure accurate processing of financial transactions. Qualifications: - Possess administrative assistance and clerical skills for effective management of office tasks. - Demonstrate excellent phone etiquette and communication skills for interactions with colleagues and external parties. - Previous experience working in an administrative department to understand the role requirements. - Proficiency in Microsoft Office and Tally ERP software to streamline administrative processes. - Ability to handle day-to-day banking activities with precision and accuracy.,

As a Relationship Manager-Commercial Vehicle in the Rural Banking department, your role will involve acquiring new customers for the Dealership business by conducting detailed credit assessments and providing end-to-end solutions to clients. Your key responsibilities will include: - Establishing a close connection with existing customers through mailers and phone calls, and sharing insights on interest rate fluctuations and various product offerings. - Empanelling new Dealers, DSA, and DST in the market to expand the business reach. - Generating new sales leads for Dealership business customers through referrals and promotional activities. - Conducting policy training for internal team members and proactively resolving customer queries. - Aggregating knowledge of competitor products and market best practices to stay updated. - Tracking channels and team for quality sourcing and maintaining a healthy portfolio. Additionally, you will be responsible for: - Geographical scoping of potential markets and managing relationships with DSA, DDSA, and DSE. - Evaluating growth strategies based on competitor analysis and customer feedback. - Recommending process changes to enhance service efficiency and quality. - Planning sales strategies, promotions, and marketing initiatives effectively. In terms of managerial and leadership responsibilities, you will be expected to: - Attract and retain top talent for key roles in your reporting structure. - Monitor key parameters related to employee productivity, hiring quality, and attrition rates for necessary improvements. - Provide necessary support to enable teams to achieve growth targets. - Conduct training sessions to enhance team skills and knowledge. Your key success metrics will include meeting month-on-month sales targets, managing PDDs, controlling delinquency and portfolio, achieving customer acquisition targets, and hitting product cross-sell targets.,

As a Relationship Manager-Tractor Loan in the Rural Banking department, your role is to provide financial solutions to Tractor Loan customers, ensuring value-added customer service. Collaborate closely with product and operations teams to drive customer acquisition, servicing, and deepening. You will be responsible for acquiring Dealership business clients, managing relationships, and contributing to larger branch banking channel objectives. **Key Responsibilities:** - Acquire new customers for Tractor Loans with a detailed understanding of credit assessment, providing end-to-end solutions. - Establish close connections with existing customers through mailers and phone calls, sharing insights on interest rate fluctuations and product offerings. - Empanel new Dealers, DSA, and DST in the market. - Generate new sales leads for Dealership business customers through referrals and promotional activities. - Conduct policy training for internal team members. - Proactively resolve customer queries and stay updated on competitor products and market best practices. - Track channels and team for quality sourcing and maintain a healthy portfolio. - Evaluate growth strategy based on competitor analysis and customer feedback. - Recommend process changes to enhance service efficiency and quality across the branch network. - Plan sales and conceptualize promotions and marketing initiatives. **Managerial & Leadership Responsibilities:** - Attract and retain top talent for key roles in your reporting structure. - Monitor key parameters on employee productivity, hiring quality, and attrition rates, making necessary improvements. - Enable teams to achieve growth targets by providing necessary support. **Qualification Required:** - Graduation in BA, BCom, BBA, BSc, BTech, BE, or any other graduate field. - Experience of 2 to 5 years in relevant branch banking. Join us in this role to become the preferred banking partner for customers and drive growth in the branch banking channel.,