bank sales and service manager

Deutsche Bank

<div>
 <strong>
  Position Overview
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 </strong>
 <strong>
  Job Title: Sales Manager &ndash; Premium
 </strong>
 <strong>
  Banking
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 </strong>
 <strong>
  Corporate Title: NCT
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 <strong>
  Location: Moradabad, India
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 </strong>
 <strong>
  Role Description
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 </strong>
 <ul>
  <li>
   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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  </li>
 </ul>
 <strong>
  What We&rsquo;ll Offer You
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 </strong>
 As part of our flexible scheme, here are just some of the benefits that you&rsquo;ll enjoy
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 <ul>
  <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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  </li>
 </ul>
 <strong>
  Your Key Responsibilities
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 </strong>
 <strong>
  Acquisition
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 </strong>
 <ul>
  <li>
   Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition.
  </li>
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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>
 <strong>
  Relationship Building / Deepening / Cross Sell / Transition
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 </strong>
 <ul>
  <li>
   Ensure consistent growth of the Advantage Banking portfolio. 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.
  </li>
  <li>
   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.
  </li>
  <li>
   Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition
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  </li>
 </ul>
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  Retention
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 </strong>
 <ul>
  <li>
   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. Assist in resolving service hurdles to create a delight situation for customers
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  </li>
 </ul>
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  Risk Management &amp; Governance
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 <ul>
  <li>
   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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  </li>
 </ul>
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  Your Skills And Experience
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 </strong>
 <ul>
  <li>
   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

Emirates NBD

<div>
 <p>
  Job Responsibilities:
 </p>
 <ul>
  <li>
   Contribute to the total Treasury Sales Team annual target.
  </li>
  <li>
   Work closely with the Traders, Relationship Manager, Market Risk, Structuring, GCD &amp; other business units to ensure the transaction is approved and within limits prior to trading with the client.
  </li>
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   Provide training to Relationship Managers and Branches as required at various times throughout the year.
  </li>
  <li>
   Conduct regular market updates for internal &amp; external customers by email or telephone.
  </li>
  <li>
   Execute &lsquo;live&rsquo; trades ensuring that they have the appropriate approvals, limits and documentation in place.
  </li>
  <li>
   ACI dealing certificate is preferable.
  </li>
  <li>
   Required years of experience from 3 to 5 in Treasury Sales in Banking Sector.
  </li>
 </ul>
 <p>
 </p>
</div>


Manager - Treasury Sales

Newgen Software

<div>
 <p>
  <strong>
   Position: -
  </strong>
  Sales Manager -BFSI
 </p>
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 </p>
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  <strong>
   Nature of work: -
  </strong>
  The individual is responsible for managing business with banks and financial institutions in the UAE region.
 </p>
 <p>
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 </p>
 <p>
  <strong>
   Qualification and Experience: -
  </strong>
 </p>
 <ul>
  <li>
   MBA and/ or engineer with specialization in marketing from an institute of repute.
  </li>
  <li>
   4-6 years of software solutions sales experience in BFSI vertical handling UAE customers and is based out of UAE currently.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Skill Set Required: -
  </strong>
 </p>
 <ul>
  <li>
   Strong track record of selling high ticket value-based software solutions.
  </li>
  <li>
   Good understanding of BFSI software solutions.
  </li>
  <li>
   Proven track record of consistent high performance and new business acquisition
  </li>
  <li>
   Ability to forecast future sales trends and devise future sales strategies for the same.
  </li>
  <li>
   Strong account management and business acumen.
  </li>
  <li>
   Experience of working with SIs / Partners on large and complex deals.
  </li>
  <li>
   Strategic planning, market plan execution with skills in competitor and market analysis
  </li>
  <li>
   Leading and building a team of highly motivated and skilled sales professionals and monitoring their performance.
  </li>
  <li>
   Having excellent relationships at CXO level of customer in an organization.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Revenue Generation from New Accounts
  </li>
  <li>
   Participate in Business Plan and execute the strategy to expand customer base in BFS vertical
  </li>
  <li>
   Constantly Qualify and build new opportunities / prospects with team
  </li>
  <li>
   Accurately forecast and execute Booking, Billing and Collection figures
  </li>
  <li>
   Positioning of Company&rsquo;s products and solutions
  </li>
  <li>
   Building and maintaining healthy business relations with major customers, ensuring maximum customer satisfaction.
  </li>
  <li>
   Responsible for creating a compelling value proposition in BFSI segment.
  </li>
  <li>
   Competition Analysis by keeping abreast of Market Trends &amp; achieving market share metrics.
  </li>
  <li>
   Enable the team through knowledge sharing on Domain, Technology and Customer Centric solutions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Location: -
  </strong>
  Dubai
 </p>
</div>


Software Sales Manager - (Banking)

IndiaNile

<p><b>Position:</b> Sales Officer &ndash; Banking Sales<br/><b>CTC:</b> Up to 3.70 LPA + Incentives<br/><b>Experience:</b> Minimum 2+ years in Field Sales / Marketing( first Prefer : CASA Or Banking Sales)<br/><b>Qualification:</b> Graduate Required<br/><b>Location:</b> Local candidates preferred (<b>Asansol</b>)</p><p><b>Job Role:</b></p><ul><li>Handle field sales activities and customer meetings</li><li>Generate leads and open new business opportunities</li><li>Achieve monthly sales targets and reporting</li></ul><p><b>Requirement:</b></p><ul><li>Strong field sales background in any industry</li><li>Good communication and market understanding</li></ul><p><b>Contact for Details &amp; Screening:</b><br/>Drashti &ndash; <b>+91 8849711957 </b></p><p>Job Types: Full-time, Permanent</p><p>Pay: &#8377;215,000.00 - &#8377;370,000.00 per year</p><p>Benefits:</p><ul><li>Flexible schedule</li><li>Leave encashment</li><li>Life insurance</li><li>Provident Fund</li></ul><p>Education:</p><ul><li>Bachelor's (Required)</li></ul><p>Experience:</p><ul><li>Field sales: 2 years (Required)</li></ul><p>Location:</p><ul><li>Asansol, West Bengal (Required)</li></ul><p>Work Location: In person</p>

Sales Officer - Banking Sales

Telecom Egypt

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 <p>
  <strong>
   Job Summary:
  </strong>
  The purpose of this job is to handle day to day sales activities in an efficient and timely manner achieving high level of customer satisfaction. The job holders are also responsible for having direct interaction with current and potential customers making enquiries or seeking information on products
  <strong>
  </strong>
 </p>
 <p>
  <strong>
   Key Accountabilities:
  </strong>
 </p>
 <ul>
  <li>
   Deal with current customers and respond to sales enquiries/complaints via phone calls/ e-mails / website / customer visits efficiently and effectively in line with established policies and procedures to ensure customer satisfaction and increase customer loyalty to WE Data
  </li>
  <li>
   Acquire new customers and search for new leads to increase sales and hence revenues
  </li>
  <li>
   Ensure customers/VIP customers are aware of full range of WE DATA services/products/offers/renewals which may be relevant to their needs in order to increase sales and customer satisfaction
  </li>
  <li>
   Maintain good relationship with customers to ensure business continuity and growth &sect; Interact with senior sales executives and sales supervisors/account managers/section heads, keeping them informed of relevant enquiries and providing back up and administrative support to ensure efficiency of sales operations
  </li>
  <li>
   Ensure accurate completion of all sales related administrative details for efficiency
  </li>
  <li>
   Coordinate with billing involved departments to finalize the customer&rsquo;s payment on the system
  </li>
  <li>
   Update sales leads and sales forecasts information on the sales application to ensure accuracy of information at all times
   <strong>
   </strong>
  </li>
 </ul>
 <p>
  <strong>
   Experience &amp; Education
  </strong>
 </p>
 <ul>
  <li>
   University Degree
  </li>
  <li>
   0-2 years of experience in handling sales preferably for public banks.
  </li>
 </ul>
 <p>
 </p>
</div>


Public Banks Sales Executive

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