15 Phone Banking Executive Jobs in Mumbai

Banking Profile Handling of inbound calls received from customers enquiring on their account, product or process related information. Service customers on their Banking related enquiries. To meet the Customer Satisfaction Parameters and meet the defined service standards. Satisfactorily resolve queries and complaints received from customers. Adherence to Phone Banking Process & Audit guidelines. Cross selling of the Banks products identified for cross-sell eg: Assets, TPP, Card products, Fixed Deposits, other Liability products & other service related products. Complete and accurate maintenance of customer interactions in CRM system/ other systems as defined from time to time.

Direct Bank payroll job in phone banking process at Andheri - Excellent English Communication- Location boundary (Churchgate to Virar) (CST to Ghatkopar)- Must have scored min 60% in SSC, HSC and Graduation- Must try to get min 40 marks in Assessment Test Immediate Joining > Need Graduate Freshers only (No CA/Dr./ BSC / BSC . IT profiles)> Freshers as well as experienced can apply.> Need Excellent comms with MS Excel & Word Knowledge (B28 high quality)> Candidates have to answer inbound calls and assist customers with their Queries/Requests/Complains related to their banking products like Savings A/c, Current A/C, Credit Cards, etc> Raise Requests & Complaints on behalf of the customer in the CRM tool.> Candidate should be fluent in English as well as Hindi.> Age - Up to 35 years> Male / Female both can apply.> No transportation facility will be provided.> Salary - Up to 37,000 (5,00,000 ctc)> Extra Benefits: PF deduction, salary on Bank Payroll, Self-Mediclaim> Shift Timings : Male - 6 am to 12.30 am (any 9 hrs) & Females - 8 am to 8 pm (Any 9 hrs)> 6 days working, 1 rotational offs. Interested can call on 8898527268 or email on infoekta1@gmail.com

Position: Virtual Relationship managerLocation: MumbaiQualification: All graduate Good Communication skills. Roles and Responsibilities Key Responsibilities Engage virtually with customers to assess needs and promote bank products across liabilities, assets, cards, wealth, and digital channels. Acquire new customers and onboard existing ones into higher-engagement programs (HNI, Select, NRI). Achieve sales and service targets outreach, cross-sell, digital adoption, revenue, and referrals. Provide superior remote servicing through proactive engagement, issue resolution, and digital onboarding. Ensure compliance with all bank policies, processes, and documentation standards. Use data insights to identify high-value customers and deepen relationships. Collaborate with internal teams for smooth service delivery and lead generation support.

Dear Candidate,    Urgent opening with leading bank (MNC Bank)  Please Note Below points before applying:  Age - 28 Yrs  Current CTC - 5 -5.50 LPA  Voice Process, Outbound sales, Virtual Sales   Job Purpose  To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.  To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs.  Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters set  Job Responsibilities(JR) : Customer Engagement Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Profiling of customers in order to aid right cross-servicing of Bank products Accurate logging and resolution of complaints. Attrition control of customers. Regular interactions with the customers and pro-actively assessing customer needs. Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc. Ensure portfolio quality of relationship while racing considering eligibility. Monitor large amount movements and account closure from the deposit accounts. Ensure retention of customers Achievement of portfolio parameters Meet the defined objectives of the Portfolio managed by the respective VRM Sales Right cross-sell of products basis profiling and engagement. Penetration of products across groups. Sales across all product segments-TPP, Assets, Cards etc. Acquiring & grouping of all related IDs of the Primary ID. Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow. Ensure Staff are trained on product knowledge and requisite certifications. Income to be generated at a customer level.   Interaction Quality Achieve Quality benchmarks defined from time to time. Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions.& requests. Adherence to set processes of updating customer interactions in CRM next. MIS Reporting Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.  Educational Qualifications (examples listed below) Key Skills Graduate Basic Banking Communication Experience Required Minimum experience in years 4 yrs preferable.

Greetings from Reliance Nippon Life Insurance!! Here is an opportunity to get associated and enhance your career with India's Top 3 Most Trusted Life Insurance Service Brands by Brand Equitys Most Trusted Brands Survey 2018.Reliance Nippon Life Insurance is one of India's leading private sector financial services companies, which ranks among the top private sector financial services and non-banking companies, in terms of net worth. The company is one of the largest non-bank supported private life insurers with over 10 million policyholders, a strong distribution network of over 700 branches. Here is an opportunity to get associated and enhance your career with a leading brand. Job location:PAN INDIA Designation: Relationship Manager/ Sr. Relationship Manager/ Key Relationship Manager Compensation/CTC Package: 2.2L to 6L CTC per annum + Heavy Incentives based on sales performance + Opportunity to Travels to exciting locations Nationally and Internationally + Fast Track promotions 3 promotion cycle in a year. Roles & Responsibilities: Representation of Life Insurance to customers Fix appointments and visit potential customers for new business. Make the customer understand about the various benefits available in the plan & check whether it meets with the customers requirements. Leads as and when given are to be attended and reverted within the TAT. Handling existing customer portfolio if given and lead generating through it. Also, candidate should generate business via converting individual leads generated by him. Assuring that the business targets are met. What is in it for you: Grooming and Development as a sales manager. Developing competencies by dealing with High Profile Customers. Creating Value proposition for customers by selling them Life Insurance. High Earning potential through Incentives Defined Career Growth path. Fast track promotion on completion of yearly target in less than six months Regular Skill enhancement programs. Opportunity to Travels to exciting locations both National and International. Criteria Required: Age Limit 22 to 35 years. Education Qualification: Graduate Any stream. Experience at least 6 months of field sales jobs in any industry. Local resident for some time. Means to travel locally via owned or reliable public conveyance. Android based smart phone with an active connection as we have spot issuance of Insurance policy to the customer through our technology platform. Interested candidates can call or send your updated resume on the below mentioned contact no andemailaddress:  Contact person: Krishna Soni Contact No:8976274549 Email:9049884@indusindnipponlife.com Looking forward to talking to you soon,  

Job Purpose:VRM will be responsible for enhancing the customer engagement virtually to increase customer sickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. Virtual Relationship Manager to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key Onboarding steps for products cross-sell.

Job Title: Customer Support Associate BPO Process: International voice Process Qualification: Graduate Salary: 30 ctc  Location: Mumbai Required: Excellent communication skill  Experience 1 yr of exp in BPO  Shift: Rotational week off & Rotational shift Working days: 5 days working Job Type: Full-time Key Responsibilities: Handle customer inquiries via phone, email, and chat. Resolve customer issues efficiently and effectively. Maintain accurate records of customer interactions. Follow up to ensure customer satisfaction.  

Job Summary: As a Virtual Relationship Manager (VRM), you will be responsible for managing and deepening customer relationships remotely through digital channels such as phone, email, chat, and video calls. You will serve as a trusted advisor to clients, ensuring high levels of customer satisfaction, identifying financial needs, cross-selling banking products, and retaining valuable relationships. Key Responsibilities: Act as the primary point of contact for assigned customers via digital channels. Proactively engage with clients to understand their financial goals and recommend suitable products or services. Build long-term relationships to drive customer loyalty and satisfaction. Provide prompt resolutions to customer queries, complaints, and service requests. Work towards achieving sales and service targets (e.g., cross-sell, upsell, retention). Educate customers about new digital banking features and promote digital adoption. Maintain records of customer interactions and transactions in CRM tools. Collaborate with internal teams (e.g., product, operations, compliance) to ensure seamless service delivery.

Dear Applicant, We are pleased to share an exciting career opportunity in Health Insurance Tele Sales at Thane. If you are passionate about sales and customer engagement, wed love to hear from you! Position Details: Role: Tele Sales Executive (Health Insurance) Location: Thane Salary: Up to 3 LPA Perks: Centralized pick-and-drop service from Thane station Key Responsibilities: Engage with potential customers over the phone to promote and sell health insurance products. Achieve sales targets while ensuring excellent customer service. Maintain records of customer interactions and follow-ups to ensure a seamless sales process. If this opportunity interests you or someone you know, please share your updated resume at resume@jobcircle.co.in or contact us at 8879965236. We look forward to hearing from you! Best regards,Vishakha KelkarTalent Acquisition

As a Customer Service Executive-Retail Liabilities CCU in the Customer Experience department at the Customer Contact Center (Phone Banking unit), your main responsibilities will include: - Ensuring high productivity levels - Maintaining service quality standards - Monitoring and improving Average Handling Time - Striving for First Contact Resolution - Upholding timely Turnaround Time for all customer requests - Facilitating Channel Migration to alternate channels In addition to the primary responsibilities, you will also be expected to drive all the initiatives within the Customer Contact Center. The key success metrics for this role will be measured based on Productivity, Average Handling Time, and First Contact Resolution.,

We Are Hiring for Senior Leadership Roles in Virtual Sales  We are looking for dynamic professionals to lead and grow our VRM teams.  Position: Unit Head - Virtual Relationship Management (VRM) Channel Organization: Leading Private Bank Location: Thane, Hyderabad  Candidates with relevant experience willing got relocate can also apply Key Responsibilities:   Lead and mentor a high-performing VRM team Drive recruitment, training, and performance management Ensure achievement of sales targets and revenue goals Strengthen HNI client engagement through joint calls and relationship management Coordinate with Liabilities, Assets, Forex, Wealth, Insurance and Cards teams for seamless business delivery Drive digital adoption and ensure adherence to quality standards Implement data-driven sales strategies and monitor results Manage team attrition and foster a high-performance culture Skills and Experience:   8 to 12 years in phone banking, telesales, or VRM Channel in Banks Proven track record of achieving sales and business targets Strong leadership, coaching, and team management skills Age below 40 years  Interested candidates can WhatsApp or call 8804618617  

Role Overview: You will be responsible for providing production support for the CRM Solution of Finacle. This includes offering support through e-mail and phone calls to resolve technical queries. Additionally, you will be involved in supporting and developing API. It is essential to be flexible with working time and location. Key Responsibilities: - Provide production support for the CRM Solution of Finacle - Support and develop API - Resolve technical queries through e-mail and phone calls - Be flexible with working time and location Qualifications Required: - Basic knowledge of SQL, PLSQL, Finacle CRM, Scripting, and Unix - Familiarity with Windows/Unix OS and Oracle Database - Proficiency in writing SQL queries and PL/SQL - Knowledge of CRM - Banking domain knowledge is an added advantage Company Details: Additional details about the company were not provided in the job description.,

As a Chief Financial Officer (CFO) in the Marine Shipping / Offshore Services industry, your role involves overseeing the financial management and accounts, ensuring compliance with TDS, Direct Tax, GST, and Indirect Tax regulations. You will also be responsible for treasury and banking operations, managing MIS, cost control, and reporting. Your strategic financial leadership will play a crucial role in the company's success. Key Responsibilities: - Manage financial management and accounts effectively. - Ensure compliance with TDS, Direct Tax, GST, and Indirect Tax regulations. - Oversee treasury and banking operations. - Handle MIS, cost control, and reporting. - Provide strategic financial leadership. Key Performance Indicators (KPIs): - Maintain accuracy in vendor reconciliations and ensure timely settlements. - Optimize cash flow efficiency by managing vendor credit terms and treasury. - Submit MIS, audits, and statutory filings in a timely manner. - Reduce operational costs through effective financial control. - Ensure timely compliance with TDS & GST regulations. *Note: No additional details about the company were provided in the job description.* Job Types: Full-time, Permanent Benefits: - Cell phone reimbursement Work Location: In person,

Role Overview: You will be responsible for providing production support for the CRM solution of Finacle. This includes offering support through e-mail and phone calls to resolve technical queries. Additionally, you will be involved in supporting and developing APIs. It is important for you to be flexible with working time and location. Key Responsibilities: - Provide production support for the CRM solution of Finacle - Support and development of APIs - Resolve technical queries through e-mail and phone calls - Be flexible with working time and location Qualifications Required: - Basic knowledge of SQL/PLSQL, Finacle CRM, Scripting, Unix - Familiarity with Windows/Unix OS and Oracle Database - Sound knowledge of writing SQL queries and PL/SQL - Knowledge of CRM - Banking domain knowledge is an added advantage Note: No additional details about the company were provided in the job description.,

You will be responsible for handling outbound customer service processes. Your key responsibilities will include: - Making outbound calls to customers - Providing assistance and information to customers over the phone - Resolving customer queries and issues effectively To qualify for this role, you must meet the following requirements: - Graduate degree - Good communication skills - Experience in BPO and Telecalling sector - Willingness to work in an outbound process The company offers the following benefits: - Health insurance - Life insurance - Paid sick time - Paid time off - Provident Fund The working schedule for this role includes: - Day shift - Fixed shift - Monday to Friday - Weekend availability Additionally, there is a performance bonus provided based on your performance. The required languages for this role are English and Hindi. Please note that this is a full-time, permanent position and fresher candidates are also welcome. The salary will be based on your qualifications and experience. You will have the benefit of 5 days working week with leave on all banking holidays. The work location is in person. Immediate joiners are preferred for this role.,