Job Purpose
• Responsible for managing and driving a team of Virtual Relationship Managers (VRM) handling
portfolio of eligible Imperia & Preferred customers in order to achieve the targets set and that all
guidelines and regulatory requirements are followed.
• Ensuring that customers get world-class services and their needs are understood and met through
financial products that the Bank has to offer.
• Consistently meet portfolio objectives defined Viz. sales, income, group product holding etc.
• Ensure adherence to Operations process aimed at zero defect transaction processing & meeting the
Audit & Compliance guidelines.
• Responsible for managing, training and motivating staff.
• All of the above parameters consistently met by the team of VRMs.
• Income generation through a right blend of enhancement of CASA balance and through cross sell of appropriate products. 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 VRMs also achieves the key performance parameters set
Job Responsibilities(JR) : 6 – 8 Areas
Business Achievement and Development for VRM & Team
• Ensure proper scoping is done and target / niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams
• Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified.
o Meet value target for Liability Balances of the customers
o Ensure quality of sourcing is maintained and depletion rates are controlled.
o Ensure that Salary credits reach or exceed the expect Salary Credit targets
• Ensure that all managed portfolios are effectively managed through VRMs and that set targets on each of the portfolios is reached.
• Also, Team Manager has to ensure seamless servicing of customers.
• VRMs are made aware of the Scorecard targets & Portfolio Benchmark.
• Ensure that the High Net worth individuals are persuaded to avail the private banking products and services (advisory, etc.)
• Ensure that there is cross sell to the customer on asset products as offered by the Bank.
• Ensure that the customers get credit cards and start using the same for all their transactions- credit card activation push.
• Income to be generated at a customer level.
• Ensure that cross sell targets on Third Party Products is met for the Unit
• Ensure Staff are trained on product knowledge and requisite certifications
• Engaging with bottom 20% performers and identifying ares of improvement and demonstrating the How.
• Review Daily Sales Report of the staff and provide guidance on ways to improve on the same
• Managing and monitoring performance of all the sales resources
o Productivity of Liability and Non Liability sales staff
• Attrition control of customers
o Includes persuading the customer to continue and if required renew FD’s
§ Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite
o Ensure that the marketing analytics list on possible attrite, is called and retained
• Ensure that there is no revenue leakage
Customer Service / Customer engagement
• Plan monthly/ weekly/ daily contacts for the team of VRMs basis the contact policy & track implementation
of the interaction plan.
• Effective planning & implementation of event based trigger, birthday calls, campaign calls and other defined
objectives for customer contacts.
• Ensure that VRMs offers highest quality of service to the customers and meets expected Service Quality standard by educating the customers to use the Digital Banking mediums for their banking transactions /
needs. This is measured iva call evaluations and Sup
Reviews
• To review contact attempts versus successful contacts and analyze reasons for non-contactable customers.
• Ensure VRMs make regular contact with customers for service as well as business updates.
• Adequate logging of complaints, Reviewing & Resolving all complaints received (VRM, self, branch, other units) within the stipulated TAT
o Monitor all complaints received and ensure that they are closed within TAT
o Improve customer communication on closures
o Check with customers if the process of complaint has been managed well
o Ensure no escalations happen
o Preventive complaint management
o Asking for feedback from customers, who are not complaining
o Discussing with staff the importance of getting feedback from customers on a regular basis
• Periodic review of customer base i.e. Contactibility,
Eligibility, Product penetration & profitability. Take appropriate action to activate every customer / improve
the product penetration & profitability of the customer to become a Primary Banker for the customer.
• Carry out VoC to assess strengths and to ascertain possible improvement areas of the VRMs basis customer feedback. Take appropriate action- reward the VRM for appreciations/ corrective actions as required.
• Monitoring implementation of Sales Process.
Business Generation / Sales Tracking
• Track business generation and income for each VRM in the team on a daily basis, and take due steps.
• Review leads generated by each VRM and ensure real time lead status availability.
• Ensure VRMs actively track their leads, keep customer regularly updated on the lead status & complete the lead closure within a reasonable timeline, basis product.
• Tracking and highlighting possible customer issues on account of improper lead management.
Supervisory Reviews frequency to assess effectiveness of customer interactions by the VRM.
• Check profiling done by the VRM to ascertain effectiveness.
• Basis interaction logs captured by the VRM & discussions with the VRM, provide directional inputs on customer interactions & business generation.
• Demonstrate “how”.
• 220 Sup Reviews per month
Operations
• Conduct internal checks on a regular basis & share a feedback with VRMs on time to time.
o Lead file maintained by VRMs
o Requests captured by VRMs
o CRM Interaction
• Ensure seamless handling of operations areas such as customer requests, transactions, reversals etc.
• Handling queries of VRMs on floor and provide resolution.
• Ensure timely responses to customers through call out/ e-mail as applicable.
• Handle 1st level escalations and ensure satisfactory resolution to the grievances.
• Ensure judicious utilization of financial and non- financial authority.
• Carry out periodic checks to ensure team adheres to Audit & Compliance guidelines.
Audit and Service Quality
• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management
• Monthly / Periodic Verification of Auditable items.
• Review of CRM Interactions & Lead Quality
MIS - Reporting and Analysis :
• Ensure timely and accurate updates of all portfolio
performance parameters.
• Maintain track of VRM performance w.r.t leads, conversions, income, achievement of portfolio parameters etc.
Staff Management
• Ensure that all VRMs are adequately trained on the
Products of the bank and sales process
• Ensure that all VRMs are trained on the process to be followed (including amendment with new circulars)
• Be aware and make VRMs aware of various policies of the bank with regard to customer service and compliance
• Monitor productivity and give guidance on improving the same in conjunction with the Line Manager / Unit Head.
• Ensure that all VRMs are sent for class room training on a regular basis
• Ensure that nominated VRMs attend training sessions conducted by HR, without fail.
About HDFC Bank
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FRANCHISE SALES MANAGER
Promilo.com (Sawara Solutions Pvt Ltd)
Industry: IT Software - SAAS
Location: Bangalore
Mode: Full-Time
Salary: As per the industry standard
About Us
Promilo is India’s 1st innovative platform, "Pay to Browse” It is a B2B SaaS start-up that accelerates the companies' business appointment funnel. We’re an advertising platform that connects both users & advertisers. Users will be able to book an online appointment based on their interests with the advertiser, without compromising their data privacy and get rewarded for sharing their data and time. We’re registered and recognized by Start-up India, Start-up Karnataka & MSME. To know more - Visit - www.promilo.com or watch this video - https://www.youtube.com/watch?v=wPeKo1i1VQI
KEY ACCOUNTABILITIES
- Present business plans to the potential client, and negotiate the terms and conditions of the franchise agreement
- Scheduling sales meetings with interested delegates and following them up till franchise sign-ups.
- Coordinate the franchise recruiting process.
- Manage Footprints franchise sales and lead database.
DUTIES AND RESPONSIBILITIES
- Make telephone calls to the leads assigned by the system to validate the leads and present information on the Promilo franchise.
- Generate the lead through multiple sales & marketing activities
- Pre-qualify the leads by asking questions about their location preference, profiles, interests, etc.
- Present information to the qualified leads about the Promilo franchise model, the investment required to start and run a FICO & FIFO model, etc.; Conclude calls by sending the prospects emails/messages with links for further information on the franchise opportunity.
- Capture and document information on the leads obtained through the telecalls in the system.
- Enter and update prospects’ information in the database.
- Schedule and make a follow-up call to assess the level of interest of the prospects and to qualify them for the next stage of the face-to-face meeting.
- Send requests to prospects for filling up the Expression of Interest (EOI) forms to collect information regarding their funding ability.
- Schedule face-to-face meetings for prospects with concerned Relationship Managers (RM).
- Hand out the ROI-Sheet, the Term-Sheet, and the Agreement Draft to the franchisee candidates approved by the RM / Head – of Franchise Development.
- Answer queries, provide information, assist the prospects with personal visits and provide support as required.
Technical
- Proficiency in relevant computer applications – MS Office, Google Sheets, etc.
- Data Entry Skills
Non-technical
- Active Listening
- Persuasiveness
- Persistence
- Telephone Etiquette and Customer Focus
- High Energy Level
• Establish goals, analyze growth, and provide accurate progress reports, forecasts, and budgets.
• Ensure company-wide consistency in client service and sales procedures.
• Utilize product solutions and marketing teams to refine service offerings.
• Client service executives additionally develop sales proposals and collaborate with a company’s multiple internal departments to help improve the quality of products.
• Must be strategic planners and have a strong understanding of a company’s products so they can train clients and answer questions in both group and one-on-one situations
• Client communication and ensuring completion of task with total customer satisfaction along with TAT/Quality.
Female candidate preferred
Company Overview :
We are a purpose-driven full-scale integrated marketing & digital agency that builds brands with integrated campaigns. Armed with a plethora of multi-disciplinary skills across branding, design, packaging and all branches of digital marketing, we are a one-stop destination for brands wanting to push boundaries and disrupt their industry.
From identifying revenue streams to developing strategic positioning across key channels, we bring our creative and strategic prowess to play to help our clients grow into new verticals and territories. With our 360o marketing aimed at holistic growth, we ensure there are no gaps in your marketing plan to ensure there is no lead bleed. Social Media, SEO, Content Ideation, Brand Identity, Collateral Design, Print / Packaging Design, Creative Design, Content Writing, UI & Web Design Tech, Performance Marketing, Press Release, Video Production, Tech & Innovation - our bouquet of services is customized to meet the unique goals of your business!
Job Profile - Lead Growth and Client Servicing ( Only for people based out of Mumbai, Thane, Navi Mumbai & MMRDA region only. Outside candidates strictly NO NEED TO APPLY )
Candidates (Strictly from Agency Background ) need to apply
Resumes with the non-agency background will not be accepted
Responsibilities:
- Identifying new revenue opportunities.
- Building business relationships with current and potential clients.
- Collaborating with management on sales goals.
- Preparing for meetings via structured research about target client and their needs
- Generate contact details of potential clients using tools like LinkedIn, lusha, ZoomInfo, Crunchbase, or various other lead gen tools and databases
- Pitch and create a funnel and close deals
- Ability to manage multiple projects for a variety of clients from concept to completion, on time and within budget
- Responsible for strategic planning with a business head, network and build strategic relationships with leading industry players, brands, agencies, and vendors
- Manage a portfolio of client accounts, ensuring successful campaign delivery and client satisfaction
- Help understand client needs and provide input for building pitches
- Developing and executing sales plans to meet and exceed monthly and quarterly sales goals.
- Attending networking events to attract and retain clients.
- Measuring and preparing report performance of all digital marketing campaigns and assessing against goals. (ROI and KPIs)
- Collaborate with agencies and other vendor partners
- Ensure that projects are completed on time and within budget.
Skills Required:
- Experience of 5-6 years required in the digital marketing industry
- Strong communication and management skills
- Strong organizational and time management skills.
- Enthusiastic to build good relationships with people.
- Ability to work well in a team environment
- Highly motivated and results-driven
- Team Handling
- Microsoft Word, Excel and Powerpoint knowledge required
·
Joining: Immediate and the candidate should have their own laptop.
Working Days: Monday to Friday. ( 5 days a week )
Location: Powai ( Mumbai ). Hybrid model
Salary: As according to industry standards.
-
Developing key growth alliance strategies, and tactics, and achieving financial targets
Successful execution of these strategies is required to
Responsible for strategic tie-ups with the banks- Ensure a banks
Key Account Management for Banks for New Business
Build and maintain strong, long-lasting bank relationships.
Partner with banks to understand their business/product
Able to negotiate with banks on commercials.
Able to Acquire the Top rated and underrated banks.
Self-starter and individual contributor
Should be able to prepare proposals and presentations.
Understand category-specific landscapes and trends.
Reporting on forces that shift tactical budgets and strategic
Should have a large set of satisfied customers and establish
Required 2 years of experience in the same profile
An added advantage would be if the candidate has worked with verticals with banks/NBFCS such as lending/digital lending or worked in an alliance role with lending/fintech companies.
Prepare and handle Official outdoor Meetings on the Banks site and merchant sites.
Location: Andheri west, Mumbai
Zazzy is an interactive design and technology studio making things that engage people in new and interesting ways. We've done it for multinational brands, Y Combinator companies and fledgling startups alike.
A team of creatives, misfits and ardents helping brands bringing the best of experience possible for their audience.
We are looking for a skilled and intellectual Business Development professional to join us. We won't judge if you call yourself best closer. 😅
What will you do?
- Know the customer: Deeply understand clients and customers, develop new customer insights.
- Influence the leadership: Convert strategies into action by liaising with cross-functional leadership and drive the changes required.
- Lead Generation: Generate leads using various platforms such as Upwork, Dribbble, cold calling and many more.
Job Description:
We need highly self -motivated individuals who believe in pushing boundaries and are constantly looking to achieve more. The key aspects involve:
1. Drive efforts to meet the current business development revenue and define requirements to support longer term revenue and margin growth.
2. Implements systematic processes for business development that includes a comprehensive view of the possible options that could be pursued, a uniform evaluation/scoring methodology to compare the alternatives, prioritisation of the options and implementation plans for the activities that will be engaged in.
3. Serves as a critical resource in working with IT, Customer Service and other teams to ensure harmony and explore new sources of revenue.
4. Nurturing lead throughout the sales cycle with the ultimate aim of converting the lead along with helping the lead identify value of the platform.
Additional skills:
5. Should have strong communication skills and excellent in drafting emails and attending calls. Ability to make presentations would be a plus.
6. Preferably has some SaaS sales experience or has experience in selling IT services.
7. Should have a solution oriented and consultative approach rather than running behind pushy sales.
8. Should be a pure team player and should be willing to grow together with the company and the team as one.
9. Should be comfortable giving online demos and presentations and if required, occasionally also visit potential clients offices for demos.
10. Should be flexible with work hours and should be open to talking to international customers.
11. Highly self motivated and energetic individuals, full of positive energy.
Inside sales and marketing intern to make calls, follow-ups, set up appointments. E-mail
communication, mailing marketing materials, and corresponding packets to potential
customers. Required to create content, communicate online, and help to build a brand’s
reputation, with the ability to understand target audiences. Knowledge of how to best
communicate with potential and existing customers, provide verbal responses, to qualify the
individual communicating with essentials. Social Media posting.
IT Sales
- Oversee the sales process to attract new clients.
- Work with senior team members to identify and manage risks.
- Maintain fruitful relationships with clients and address their needs effectively.
- Research and identify new market opportunities.
- Prepare and deliver pitches to potential investors.
- Foster a collaborative environment within the organization.