bank sales and service manager

Deutsche Bank

<div>
 <strong>
  Position Overview
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  Job Title: Sales Manager &ndash; Premium
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  Banking
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  Corporate Title: NCT
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  Location: New Delhi, India
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  Role Description
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 <ul>
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   Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account.
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   Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue
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  What We&rsquo;ll Offer You
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 As part of our flexible scheme, here are just some of the benefits that you&rsquo;ll enjoy
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  <li>
   Best in class leave policy
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   Gender neutral parental leaves
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   100% reimbursement under childcare assistance benefit (gender neutral)
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   Sponsorship for Industry relevant certifications and education
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   Employee Assistance Program for you and your family members
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   Comprehensive Hospitalization Insurance for you and your dependents
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   Accident and Term life Insurance
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   Complementary Health screening for 35 yrs. and above
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  Your Key Responsibilities
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  Acquisition
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 <ul>
  <li>
   Increase acquisition of Target clientele across in Advantage Banking segments.
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   Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition.
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   Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers
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  </li>
 </ul>
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  Relationship Building / Deepening / Cross Sell / Transition
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 <ul>
  <li>
   Ensure consistent growth of the Advantage Banking portfolio.
  </li>
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   Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment &amp; Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases.
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   Ensure smooth transition of customer management to the respective RM post-acquisition
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  Retention
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   Ensure top class service delivery to clients to be in line with the best in the industry.
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   Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances.
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   Work towards reactivating accounts which have stopped transacting or depleted in balances.
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   Assist in resolving service hurdles to create a delight situation for customers
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  Risk Management &amp; Governance
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   Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time.
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   Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM.
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 </ul>
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  Your Skills And Experience
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 </strong>
 <ul>
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   In-depth knowledge of Product and Policy
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   Having Good Communication skill
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   Having good negotiation skill
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   Have and understood the market update and knowledge.
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   Having awareness and information about the competition
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  </li>
 </ul>
 <strong>
  How We&rsquo;ll Support You
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 <ul>
  <li>
   Training and development to help you excel in your career.
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   Coaching and support from experts in your team.
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   A culture of continuous learning to aid progression.
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   A range of flexible benefits that you can tailor to suit your needs.
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  </li>
 </ul>
 <strong>
  About Us And Our Teams
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 </strong>
 Please visit our company website for further information:
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 <strong>
  https://www.db.com/company/company.html
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 </strong>
 We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
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 Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
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 We welcome applications from all people and promote a positive, fair and inclusive work environment.
</div>


Sales Manager – Premium Banking

Oaktree Capital Management

<div></div><div><div>The Manager position in Bank Debt Settlements is responsible for the settlement of bank loan trades across multiple investment strategies including working with internal and external stakeholders to facilitate the full settlements cycle, escalation of trade discrepancies, CLO cash management, corporate action resolution, and aged settlement escalation.</div><div>
scope and responsibilities</div><div></div><ul><li>
Ensure bank loan trades and transfers are settled expeditiously by working closely with agents and counterparties including following up and escalating with parties routinely to complete all settlement requirements.</li><li>
Review and sign all trade related workflows in ClearPar &ndash; from confirmation and assignment to funding</li><li>
Review exceptions such as unallocated trades, mismatched trades due to trade differences (quantity, price, identifier, etc.), and address complex pop-up questions</li><li>
Forecast settlement timing based on the status of each trade and agent and counterparty track records.</li><li>
Coordinate with Corporate Actions team and trade counterparties on amendment processing and other corporate action events</li><li>
Ensure trade related cash requirements are communicated accurately to Cash Management, Accounting, and Front office teams to ensure cash availability for trade settlements</li><li>
Minimize forfeited delayed compensation</li><li>
Research and resolve trade-related reconciliation breaks and understand and record root causes.</li></ul><div></div><div>
Experience Required</div><div></div><ul><li>
5+ years working in the bank loan sector</li><li>
Solid understanding of the LSTA and LMA Primary and Secondary standard terms and conditions including delayed compensation requirements for both lenders and agent banks</li><li>
Experience with the CLO warehousing process, lead times, blackout procedures, and CLO cash management</li><li>
Track record in leading or participating in process improvement initiatives</li><li>
Proficiency in using ClearPar</li><li>
Experience using Geneva and AllVue Everest or other Order Management Systems</li><li>
Distressed loan closing experience a plus</li></ul><div></div><div>
personal attributes</div><div></div><ul><li>
Must have outstanding initiative and be a self-starter</li><li>
Demonstrate non-linear thinking and have excellent written, verbal and interpersonal communication skills</li><li>
Ability to prioritize and manage multiple competing tasks</li><li>
Collaborative, team-oriented individual with strong sense of integrity and professionalism</li></ul><div></div><div>
Education</div><div></div><div>
A bachelor&rsquo;s degree is required.</div><div></div><div><i>
Oaktree Capital Management, L.P. is an equal opportunity employer</i></div><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.</div></div>

Manager - Bank Debt Settlements

<div></div><div><div>The Manager position for Bank Debt Servicing is responsible for timely and accurate processing of all post-settlement bank debt activity and ensuring all loan attributes are accurately reflected in Oaktree systems. This includes working with Agent Banks, Custodians, and Third-Party Administrators to resolve any cash or position differences.</div><div></div><div>
Scope and Responsibilities</div><div></div><ul><li>
Monitor bank loan events and ensure activity is processed accurately and timely across multiple accounts, funds, and special purpose vehicles</li><li>
Monitor data feeds and resolve exceptions to ensure activity is reflected accurately by end of day.</li><li>
Process drawdown requests, including validating amounts across lenders, obtaining approvals, and coordinating payment.</li><li>
Work with the Bank Debt settlement team to ensure events taking place between trade and settlement are accounted for and properly attributed to the settlement of trades.</li><li>
Work with the Corporate Actions team to ensure events are captured and processed timely and accurately.</li><li>
Work with Agents, Custodians, and other parties to effectively research and resolve reported cash, position, and loan attribute differences.</li></ul><div></div><div>
Experience Required</div><div></div><ul><li>
8+ years relevant operations experience; specific expertise and knowledge of syndicated and private loans.</li><li>
Interacting with front office personnel, accounting teams, agents, and custodian banks.</li><li>
Using industry utilities and software platforms such as Wall Street Office, ClearPar, and SS&amp;C Loans</li><li>
Comprehensive knowledge of agent notices including activity types and formats.</li><li>
Knowledge and understanding of Advent&rsquo;s Geneva Accounting system</li></ul><div></div><div>
Personal Attributes</div><div></div><ul><li>
Excellent interpersonal, verbal and written communication skills.</li><li>
Strong initiative and a self-starter with a proven ability to work under minimal supervision.</li><li>
Strong quantitative and analytical skills.</li><li>
Ability to multi-task and work well under pressure.</li><li>
Collaborative, team-oriented individual with strong sense of integrity and professionalism</li></ul><div></div><div>
Education</div><div></div><div>
A Bachelor&rsquo;s degree is required.</div><div></div><div><i>
Oaktree Capital Management, L.P. is an equal opportunity employer</i></div><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.</div></div>

Manager - Bank Debt Servicing

Vistas Global

<p><b>Role Purpose </b></p><p>The Direct Sales Agent (DSA) Team Leader is responsible for leading, motivating, and managing a team of Direct Sales Agents to achieve sales targets for the Company&rsquo;s retail banking products. The role focuses on driving performance, ensuring compliance with bank policies and regulatory requirements, and maintaining high standards of customer service.</p><p><b>Key Responsibilities </b></p><p><b>Team Leadership &amp; Performance Management</b></p><ul><li>Lead, coach, and motivate a team of Direct Sales Agents to achieve individual and team sales targets.</li><li>Monitor daily, weekly, and monthly sales performance and ensure targets are met.</li><li>Conduct regular team meetings, performance reviews, and one-on-one coaching sessions.</li><li>Support recruitment, onboarding, and training of new Direct Sales Agents.</li></ul><p><b>Sales &amp; Business Development</b></p><ul><li>Drive sales of retail banking products such as credit cards, personal loans, auto loans, accounts, and other assigned products.</li><li>Identify new business opportunities and develop effective sales strategies.</li><li>Ensure quality sourcing of customers in line with the bank&rsquo;s credit and risk policies.</li><li>Personally contribute to sales targets as required.</li></ul><p><b>Process, Compliance &amp; Quality Control</b></p><ul><li>Ensure all sales activities comply with company&rsquo;s policies, procedures, and regulatory requirements.</li><li>Review and validate sales applications for accuracy, completeness, and quality before submission.</li><li>Maintain high standards of ethical sales practices and customer data confidentiality.</li><li>Address customer escalations and complaints in a timely and professional manner.</li></ul><p><b>Reporting &amp; Coordination</b></p><ul><li>Prepare and submit regular sales performance reports to management.</li><li>Coordinate with internal stakeholders such as Credit, Operations, and Compliance teams to ensure smooth processing of applications.</li><li>Track market trends, competitor activities, and customer feedback, and share insights with management.</li></ul><p><b>Qualifications &amp; Experience</b></p><ul><li>Bachelor&rsquo;s degree in Business Administration, Finance, Marketing, or a related field.</li><li>Minimum 3&ndash;5 years of experience in direct sales within banking or financial services.</li><li>At least 1&ndash;2 years of experience in a supervisory or team leadership role.</li><li>Strong knowledge of retail banking products and sales processes.</li></ul><p><b>Skills &amp; Competencies</b></p><ul><li>Proven leadership and people management skills</li><li>Strong sales, negotiation, and influencing abilities</li><li>Excellent communication and interpersonal skills</li><li>Ability to work under pressure and meet aggressive targets</li><li>High level of integrity and professionalism</li><li>Proficient in MS Office and CRM/sales tracking systems</li></ul><p><b>Preferred Attributes</b></p><ul><li>Experience in the Qatar banking market</li><li>Strong understanding of local regulations and compliance standards</li><li>Multilingual skills (Arabic and English preferred)</li></ul><p>Job Type: Full-time</p><p>Pay: QAR12,000.00 - QAR15,000.00 per month</p><p>Application Question(s):</p><ul><li>Do you agree with the salary bracket provided (12,000 QAR - 15,000 QAR)?</li></ul><p>Education:</p><ul><li>Bachelor's (Required)</li></ul><p>Experience:</p><ul><li>Banking: 6 years (Required)</li></ul><p>Language:</p><ul><li>Arabic (Required)</li></ul>

Team Leader - Direct Sales Banking

FinRidge Commercial Brokers

<p>At Finridge Commercial Brokers, We Pride Ourselves On Being One Of The Most Dependable And Trustworthy Banking Partners You Can Rely On. Our Top Priority Is Delivering An Exceptional Customer Experience By Tailoring Bespoke Financial Solutions That Cater To Your Individual Needs.</p><p><b>We seeking for an experienced and dynamic Banking Sales Officer to join our team.</b></p><p><b>Responsibilities:</b></p><p>- Actively prospect for new customers by identifying opportunities through various channels (direct visits, referrals and cold calls).</p><p>- Promote and sell the banking products, explaining features, benefits, and eligibility criteria to potential customers</p><p>- Build and maintain strong relationships with customers by providing tailored credit card solutions and personalized service.</p><p>- Conduct market research to identify potential clients and their needs</p><p>- Provide excellent customer service to clients.</p><p>- Maintain confidentiality of customer information and bank&rsquo;s information</p><p><b>What we are offering :</b></p><ul><li>Competitive salary with performance-based incentives</li><li>Employment visa.</li><li>Medical Insurance package.</li></ul><p><b>Qualifications:</b></p><ul><li>A minimum of 6 Months of experience of managing banking products.</li><li>Minimum 1 years of in the banking sector</li></ul><p>Job Type: Full-time</p><p>Experience:</p><ul><li>Sales: 1 year (Preferred)</li></ul><p>Location:</p><ul><li>Dubai (Required)</li></ul>

Banking Sales Officer

Tata Capital Ltd

<div><p>To drive sales and ensure business targets are achieved
</p><p>o Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships.
<br>
o Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals
<br>
o Maximize sales through a network and relationships to ensure strong business
<br>
o Develop and maintain strong liaisons with the clients for repeat business or referrals.
<br>
o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion.
<br>
o Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area
<br>
o Align with the team on ground lead generation activities for Sales.
<br>
o Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies
<br>
o Constantly keep abreast on market trends and competitor intelligence so as to build and develop effective sales and marketing strategies
<br>
o Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market.
<br>
o Ensure compliance to all Audit / RBI regulations as well as processes, policies and reports as per company designed systems.
</p><p>Post Graduate/ Graduate in any discipline</p></div>

Sales Manager - Loan Against Property - Channel - Chennai - Bharathi Salai - JM*

<div><p>Key Objectives :
</p><p>To drive sales and ensure business targets are achieved
</p><p>Responsibilities :
</p><p>1. Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships.
<br>
2. Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals
<br>
3. Maximize sales through a network and relationships to ensure strong business
<br>
4. Develop and maintain strong liaisons with the clients for repeat business or referrals.
<br>
5. Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion.
<br>
6. Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area
<br>
7. Align with the team on ground lead generation activities for Sales.
<br>
8. Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies
<br>
9. Constantly keep abreast on market trends and competitor intelligence so as to build and develop effective sales and marketing strategies
<br>
10. Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market.
<br>
11. Ensure compliance to all Audit / RBI regulations as well as processes, policies and reports as per company designed systems.
</p><p>Qualification - Graduate in any discipline</p></div>

Sales Manager - Loan Against Property - SaRaL - Rajkot - Pinnacle - JM

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