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    Client Servicing Manager - Kolkata, India - Xperteez Technology

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    Description

    Job Title:
    Client Servicing Manager Banking Sector

    Grade:
    B4

    Experience:
    Minimum 1 year in the BFSI domain

    Location:
    Kolkata

    Introduction:
    Are you enthusiastic about sales and building relationships in the fast-paced realm of banking and finance? Here's a chance to be a Relationship Manager in the Wealth Vertical, contributing to our mission of redefining financial services and making a significant impact in Kolkata.

    Job Role:
    As a Manager, your focus will be on nurturing client relationships and promoting sales of banking products and services. You'll be leading a team to strategize distribution sales efforts, striving to enhance market presence and achieve targets.

    Key Responsibilities:

    • Client Management: Establish and maintain solid connections with clients, grasping their financial objectives to offer customized solutions.
    • Direct Sales: Implement sales of banking products and services such as mutual funds, home loans, mortgages, and insurance.
    • Team Leadership: Hire, train, and oversee a team of life advisors and agents, steering their performance towards sales objectives.
    • Distribution Sales Strategies: Create and execute sales strategies to broaden market presence and achieve distribution targets.

    Qualifications and Requirements:

    • Minimum 1 year of BFSI domain experience
    • Strong sales expertise with a history of meeting targets
    • Excellent leadership capabilities with team management experience
    • Thorough knowledge of banking products and services
    • Exceptional communication and interpersonal skills
    • Willingness to work in Kolkata and adapt to role demands

    Grade and Compensation:

    • Grade B4: Working Environment
    • 5 days per week, following standard banking hours
    • Dynamically team-oriented environment with growth opportunities within the wealth vertical
    • Join us to deliver exceptional financial solutions and shape the future of banking and finance

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