Office jobs in Bareilly

 ...Coach agents to enhance productivity, customer engagement, and overall performance. Implement agency best practices across all Digital Office (DO) locations. Deliver Business Results Achieve revenue, premium, and profitability targets for your region. Drive renewal... 

Self-Sourcing and managing channels from the market and acquiring business from them. Must have home loan experience Prefer local geographical and market knowledge Source business through open market, DST & DSA Required Candidate profile Should have minimum 6 months...

 ...generate sustained business. Review daily/ periodic reports (e.g. overdrawn accounts, temporary overdrafts, cash retention limit, office accounts, etc.) and take proactive action to ensure profitable and ethical business. Ensure audit related deliverables, both... 

 ...calls, WhatsApp, and in-person meetings. Generating leads, doing follow-ups, and assisting in client closures. Handling walk-in office enquiries professionally. Maintaining daily sales and lead reports on Google Sheets. Supporting basic documentation and coordination... 

 ...Generate leads through financial consultants, bank branches, and the existing customer database while conducting meetings outside the office 3. Understand customer needs and effectively pitch products to prospects and close sales 4. Align sales activities with channel objectives... 

 ...competitive offerings on a periodic basis, report on emerging trends and business opportunities for the mortgage segment to the head office ~ Engage with retail DSA channel partners and develop a touch point management system for faster customer connectivity ~ Conduct... 

 ...engagement strategy across products and services. About the Role: The Branch Operations Head (BOH) manages the customer sales officers and tellers of a branch and ensures efficient daily operations of the branch along with implementing strategies to increase... 

 ...note to avoid operational loss 3. Cheque Dishonour Management. 4. Safe custody of both sets of Safe and cash box Keys and one set of office keys. 5. Timely reconciliation of assets of the branch. 6. Ensure genuineness of petty cash spends, timely raising and recording.... 

 ...sponsorships adhering to MCI guidelines and company policies. You will be responsible to establish and maintain relationships with purchase officers in hospitals to facilitate streamlined operations and maximize sales opportunities. You will be responsible to conduct pre-launch... 

 ...NIL delay in cash TAT and MIS. Required Qualifications and Experience Desired Skills and experience: Graduate in any Specialisation. Good verbal and written skill. Proficient in Microsoft Office. Exp 06 Months - 3 Years Required Experience: Manager... 

 ...Preferably from Insurance or Banking sector. Required Skill: Customer Service Sales & Calling Good communication skills MS Office (Excel, PowerPoint and etc.) Role:  Sales Support & Operations - Other Industry Type:  Insurance Department:  Sales &... 

 ...with 2 years of experience in retail. Must be above 20 years of age and below 35 years of age. Basic computer skills and microsoft office Proven track record of exceeding sales targets consistently Experience in providing exceptional customer service and building... 

Role & responsibilities To source the business via allotted SBI Bank branches or open market and help clients with a demo by helping them to initiate trading activities after Demat account opening. Activating clients for trading post acquisition. Acquiring and retaining...

Job Description Perform the following under the guidance/direction of Supervisor/Manager . With help of Supervisor/ Manager, Identify the customers for protentional Business . Collect the documents from Customers and validate as per the organization norms ...

 ...customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and... 

Job description We are hiring ground staff for our operations in India. This is an excellent opportunity for freshers/entry-level candidates to start a career in the aviation industry. The role involves assisting passengers, ensuring safety, and providing top-notch customer...

 ...Job Title: Relationship Officer / Relationship Manager / Sales Manager / DSA Manager Location: Uttar Pradesh (Multiple Locations) CTC: 3.70 LPA Business: Home Loan (HL) & Loan Against Property (LAP) Job Summary: We are looking for dynamic and result-oriented...