491 Account Opening Jobs - Page 16

About The Role JOB ROLE "¢ Handling personalized service requests of customers. "¢ Generation of timely business MIS. "¢ Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. "¢ Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT: Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

About The Role Description for Internal Candidates To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

About The Role Role Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the client"™s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients Maintaining the service standards set by the bank in collaboration with the service support team Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients. Job Requirement Ability to source High Value Business Banking Accounts Thorough knowledge of Current Account/Trade Account opening/transaction processes Strong Communication skills with assertive attitude Knowledge of Trade, Forex and Business Assets Strong follow up ability & keenness Ability to spot opportunities in the portfolio for Upselling/Xselling bank products

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers.Generation of timely business MIS.Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment.Coordination with CPC/RPC/Investment desks for account opening of customers.Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT: Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

"We're improving the way we live and work by intelligently connecting energy systems, buildings, and industries!! Smart infrastructure from Siemens makes the world a more connected and caring place – where resources are valued, where impact on the world is considered, where sustainable energy is delivered optimally and efficiently. It provides the flexible infrastructure to allow society to evolve and respond to changing conditions. Technology and the ingenuity of people come together to be at one with our environments and to care for our world. We do this from the macro to the micro level, from physical products, components, and systems to connected, cloud-based digital offerings and services. Siemens offers a broad portfolio of grid control and automation; low- and medium-voltage power distribution, switching and control; and building automation, fire safety and security, HVAC control and energy solutions. Controlling Professional: Smart infrastructure from Siemens makes the world a more connected and caring place – where resources are valued, where impact on the world is considered, where sustainable energy is delivered reliably and efficiently. It provides the flexible infrastructure to allow society to evolve and respond to changing conditions. Technology and the ingenuity of people come together to be at one with our environments and to care for our world. We do this from the macro to the micro level, from physical products, components and systems to connected, cloud-based digital offerings and services. Siemens offers a broad portfolio of grid control and automation; low- and medium-voltage power distribution, switching and control; and building automation, fire safety and security, HVAC control and energy solutions. Responsible for handling external and internal audits within SI for financial audits, tax audits and quarterly limited review. Support in the resolving queries raised by auditors and internal audit teams at various intervals and align with SI management. Support the internal control/compliance guidelines implementation and requirements (testing, remediations) Interaction with the Leadership team and hands-on experience in preparing PPTs for local management and country management Ensure correctness and transparency in the books of accounts for SI. Manage interfaces with Business Units, as well as Corporate Support Function teams (e.g., Taxes, Accounting, Reporting and GBS) Support in delivering high quality information (related to financials and other KPIs) to senior management to support decision making and to various other stakeholders (e.g. corporate functions/auditors/HQ) in a timely manner. Support in balance sheet reviews analysis. Support in special projects in SI controlling. B Com and CA with 5-7 years’ experience Working level knowledge in accounting and finance concepts Hands on experience with SAP, Excel, Powerpoint Excellent interpersonal skills Keen to learn, explore and innovate with reporting/automation. "WE DON'T NEED SUPERHEROES, JUST SUPER MINDS! WE’VE GOT QUITE A LOT TO OFFER. HOW ABOUT YOU We’re Siemens. A collection of over 379,000 minds building the future, one day at a time in over 200 countries. We're dedicated to equality and we welcome applications that reflect the diversity of the communities we work in across Gender, LGBTQ+, Abilities & Ethnicity. All employment decisions at Siemens are based on qualifications, merit and business need. Bring your curiosity and imagination, and help us shape tomorrow Find out more about Smart Infrastructure athttps://new.siemens.com/global/en/company/topic-areas/smart-infrastructure.html and about Siemens careers atwww.siemens.com/careers"

ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Target assigned as per the branch CASA Book as per the branch TD Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, preferably in commerce and related streams Experience 3+ years experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents Location : - Bakshi,Chariali,Chowk,Habra,Hooghly,Jharia,Kankurgachi,Midnapore,Parganas,Paschim,Saguna,Sakchi,Gamharia,Agartala,Alipurduar,Arambag,Arrah,Asansol,Bagnan,Bagodar,Balurghat,Bankura,Barasat,Barauni,Bargarh,Barrackpur,Belur,Berhampore,Bhagalpur,Bhubaneswar,Bishalgarh,Bardhaman,Buxar,Chakdah,Chapra,Chas,Choudwar,Contai,Darbhanga,Deoghar,Dhaka,Dhanbad,Dharmanagar,Domjur,Durgapur,Egra,Garbeta,Gaya,Giridih,Golaghat,Gobindpur,Guwahati,Hajipur,Hajo,Hazaribag,Howrah,Jagatsinghapur,Jajapur,Jamshedpur,Jehanabad,Jharsuguda,Jorhat,Kamrup,Kasba,Kharagpur,Korha,Kolkata,Kumarghat,Lalpur,Malda,Maner,Medinipur,Memari,Motihari,Muzaffarpur,Nadia,Nagaon,Nagar,Nalbari,Nayagarh,Panagarh,Panskura,Patapur,Patna,Purba Champaran,Puri,Purnia,Purulia,Raha,Raiganj,Rajpur,Ranchi,Ratu,Rourkela,Saharsa,Samastipur,Sambalpur,Sasaram,Silchar,Siliguri,Sitamarhi,Sonapur,Sonitpur,Sultanganj,Sundargarh,Sutahata,Tamluk,Tezpur,Thakurpukur Mahestola,Titabor,Udaipura,Uluberia

GRADE-O/AM-I/AM-II DEPARTMENT-MICROBANKING REPORTS TO -Assistant Customer Relationship Manager ROLE PURPOSE & OBJECTIVE Manages banking relationship with 650 families within the geographic area of control by offering full range of banking services Directly responsible to acquire new customers for Group Lending (GL) business and servicing existing customers Upsell loans to right customers and family members based on requirement and capacity to repay Offer and onboard Savings Accounts and other deposit products to customer, their family members and their references Deliver prompt customer services; be accessible to customers at all times for GL, IL and Family Banking queries Generate quality leads for cross-selling for third party products offered by Ujjivan Small finance Bank. Provide timely loan for eligible repeat and top-up customers. Adherence to the defined set of processes and circulars. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Portfolio Managed- 2 Cr Customers handled- 500 customers Number of portfolio products- Group Loan, Individual Loan, CASA, TD and TPP products KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Meet the set targets on Group Loans (GL) in terms of open market acquisition and repeat GL loans Convert GL customers, family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits (FD and RD) from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify, process and refer GL customers who can be potentially given Individual loans either unsecured /secured Share customer insights/product related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products (Loans GL, IL, Secured, Deposits & Insurance) offered by Ujjivan Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Ensure timely insurance claim settlement for his/her customers Resolve customer queries/pertaining to GL, IL & Family Banking within specified timelines Internal Process Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family Banking Group Loans: Fill customer profile forms, Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training (CGTs) Individual loans (for certified CROs): Analyze existing customer profile and repayment capacity, fill customer profile forms, Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms Coordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments, collection of deposits for savings accounts / fixed deposit, updates all transactions on True-Cell, an interface to track monetary transactions Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy Program Give the detailed field reports to ACRM and discuss field related issues Adherence to the defined set of processes and circulars. Learning & Innovation Maintain up to date knowledge of GL, IL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate Experience 0-1 year experience for Graduates Field Experience preferably in product sales, banking or collection Functional Skills Knowledge on unsecured products Basic Computer knowledge (MS Office, Outlook) / Ease of technology usage Is fluent in the local languages and has a working knowledge of English Behavioral Skills Product selling skills Willingness to travel & relocation as per business requirements and career opportunities Interpersonal skills Ability to interface (orally and in writing) with all levels of associates and customers Ability to manage teams and drive performance Training skills Competencies Required Building Relationship Driving Change Planning & Organizing Collaboration KEY INTERACTIONS INTERNAL EXTERNAL Micro Banking team Location-Alleppey,Ambasamudram,Ambur,Anupshahr,Arcot,Aruppukkottai,Athni,Attur,Bagalkot, Bengaluru,Belgaum,Ballari,Bhadravati,Bijapur,Bodinayakanur,Challakere,Chamarajanagar, Channapatna,Chengalpattu,Chennai,Cherthala,Chikkaballapura,Chikodi,Chintamani, Chitradurga,Coimbatore,Coonoor,Cuddalore,Cumbum,Davangere,Dharapuram, Dharmapuri,Dharwad,Dindigul,Ernakulam,Erode,Gadag,Gauribidanur,Gingee, Gobichettipalayam,Gokak,Gudalur,Kalburagi,Gundlupet,Hariharpara,Hassan,Haveri, Hosanagara,Hospet,Hosakote,Hosur,Jamkhandi,Kanchipuram,Kannur,Kanniyakumari, Karunagappally,Kochi,Kollegal,Koppal,Kothamangalam,Kottarakkara,Kottayam,Kovilpatti, Kozhikode,Krishnagiri,Kumbakonam,Maddur,Madurai,Magadi,Mangaluru,Mannargudi, Mapusa,Mayiladuthurai,Mettupalayam,Mysuru,Nagapattinam,Nagar,Nagercoil, Namakkal,Nanjangud,Nelamangala,Ooty,Ottappalam,Palakkad,Pandavapura,Panruti, Pappireddipatti,Paramathi-Velur,Paravur,Pattukkottai, Periyakulam, Piriyapatna, Puducherry, Puttur, Thrissur, Rajapalayam, Ramanujnagar, Rajanagaram, Ramanathapuram, Rasipuram,Salem,Sankarankoil, Sathyamangalam, Shikaripara, Shimoga,Sindhnur,Sira, Sivakasi,Shrirangapattana, Tambaram, Tenkasi, Thanjavur, Theni,Thiruvaiyaru,Thiruvallur,Thiruvananthapuram, Tiruvannamalai, Thiruvarur, Tiptur, Tiruchengode, Tiruchendur,Tirunelveli,Tirupathur, Tiruppur,Tiruchirapalli,Tumkur, Udumalaipettai,Udupi,Vaikom,Vasco Da Gama,Vellore,Viluppuram,Virudhachalam, Bailhongal,Bannerghatta,Gangavathi,Gangavati, Goa,Hebbal,Kunnamkulam, Marthandam, Palacode,Paravoor,Peenya,Vadalur,Yelahanka

We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. Interested Candidate can share there profile on below mention details.siddhesh.bhor.ext@yesbank.in Contact No - 7738474256

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Dear Aspirants, Greetings from IndusInd Bank !!! We are looking for candidates who are interested in Outbound Sales (Field sales). Experienced - Business Development Manager- Emerging Corporates Key Responsibilities : 1. To acquire New to Bank Customers and pursue new business relationships. 2. To reach out to High Net - worth individuals 3. To increase the customer base by developing business relationships with existing customers. 4. Acquire new business by selling Banking products like Current Account, POS machines, Insurance & Asset products. 5. Finding new customers from open market by travelling within the local area/branch allotted. Work Experience : Experience in banking products Candidates from other industries having flair for open market sales are welcome. Job Location : Across Delhi /NCR Must Required : Own two-wheeler Graduation is mandatory

Dear Candidate, We have an opportunity for Sales Officer- CASA. Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports You can reply us back with your latest profile on siddhesh.bhor.ext@yesbank.in Contact- 7738474256

TBDQualification TBD

Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other Verticals Adhere to the KYC and AML guidelines of the Bank for Account Opening Primary Responsibilities: Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customers Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene: Welcome Kit Management by not keeping any kit in custody without recording at branch Right Sourcing of Customers Value Enhancement by Regular Contact with Customers Contribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Role & responsibilities

Experience in managing payment processing Good understanding of SWIFT Good understanding of Sanctions Understanding of clearing Should have handled and have a good understanding FX for payments. Liquidity management Good understanding of MT103, MT101 and statement handling Understanding SWIFT GPI or any banking channels will be an added advantage. Preparation / Review of payments Review banking payments input by others and ensure accuracy and timely delivery of the end-to-end process to the local business teams. Perform client administration duties such as maintaining databases of statutory or regulatory data, identifying gaps in process and process improvements.

Incedo is a US-based consulting, data science and technology services firm with over 2,000 people helping clients from our six offices across US and India . We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering and life science & healthcare industries . Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams . Incedo University , our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities are also an integral part of our friendly work environment . Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests. Designation - Associate Location - Gurugram, work from office role. Shift Timing- US (Night Shift) One way cab Shift and travel allowance Role & responsibilities 1. Ensuring quality and time efficient production of documents 2. Identify and remedy defects within the production process 3. Recommend, implement and monitor preventative and corrective actions to ensure that quality assurance standards are achieved 4. Prepare reports and dashboard with respect to the quality of work being delivered by the team. 5. Contribute actively in documenting procedures and work instructions. 6. Actively ensure that team always engages positively with any stakeholders and maintain a high service level 7. Ensure data integrity and strict adherence to SLAs 8. Work across functions to identify root cause to breaks and contribute to find resolutions 9. Support team members in the completion of assignments. 10. Back-up in all other areas as needed. Qualifications : Commerce Graduate (BBA / B.com) or Equivalent Preferred candidate profile 06 - 5yrs of related experience, preferably in IB operation, Treasury operations, KYC, Account opening and maintenance Excellent written and verbal communications Ability to manage multiple tasks and deadlines simultaneously. Ability to identify and resolve exceptions. Strong personal computer skills and knowledge of other office equipment Eye for details and keeps high standards in Perks and benefits 1. Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally. 2. An opportunity to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment. We are looking for immediate joiners. Interested can share their profile at md.aftab@incedoinc.com. along with below details. Current CTC Expected CTC Notice period Current locations Ok with one way cab Ok with night shift Regards, Wamiq

Job Title: Client Reference Data Analyst Work Location: Mumbai Employment Type: 1-Year Contract Shift Timing: 12:30 PM 9:30 PM IST Experience Required: 2+ years Notice Period: Immediate Laptop Provided: Yes, if needed Compensation: Up to 5 LPA About the Role: We are hiring a Client Reference Data Analyst to join the operations team of a leading global financial services firm. This role involves managing client data, setting up new accounts, and ensuring documentation and reporting accuracy. The role is ideal for professionals who are organized, detail-oriented, and familiar with financial data operations or client onboarding processes. Key Responsibilities: Open and link client accounts on financial platforms such as Prime Brokerage or Portfolio Accounting systems. Set up account-level reporting and entitlements for clients and third-party users. Review and validate documentation submitted for account and reporting setup. Perform quality checks for newly created or modified client accounts. Request and manage secure login credentials (e.g., Secure IDs) for client systems access. Track and resolve issues related to account setup, data integrity, and documentation. Coordinate with internal teams for issue escalation and workflow alignment. Monitor key metrics and Service Level Agreements (SLAs) to ensure timely and accurate delivery. Identify areas for process improvement and assist in implementing solutions. Support team leads with rollout of new tools, processes, or reporting templates. Must-Have Skills: Minimum 2 years of experience in client onboarding, client data management, or financial operations. Strong knowledge of account creation and entitlements setup in financial or investment platforms. Excellent skills in Microsoft Excel including Pivot Tables, VLOOKUP, and data reporting. Exposure to client documentation handling , preferably in the capital markets or banking domain. Strong problem-solving skills and ability to escalate with context and ownership. Experience in managing high volumes with precision under tight timelines. Good verbal and written communication skills to liaise with internal stakeholders. Good-to-Have: Exposure to prime brokerage, reference data , or investment banking operations. Familiarity with global markets, client reporting, or capital market products. Prior experience in a client-facing or middle office support role in BFSI. Soft Skills Required: High attention to detail and accuracy Adaptability and willingness to learn Ability to prioritize tasks effectively Collaborative team player Client service orientation and ownership Professional and proactive communication

Dear Candidate, We have an opportunity for Sales Officer- CASA. Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports You can reply us back with your latest profile on siddhesh.bhor.ext@yesbank.in Contact- 7738474256

Dear Candidate, We have an opportunity for Sales Officer- CASA. Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports You can reply us back with your latest profile on siddhesh.bhor.ext@yesbank.in Contact- 7738474256

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities • Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. • Manage business relations with existing customers to increase the depth of existing relationships. • Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) • Record and track all engagement activities through the CRM system. • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: • Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) • Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Good communication (both verbal and written) skill in both English and the local language. • Excellent lead generation and conversion skill • Ability to handle pressure and meet deadlines. • Ability to work successfully as a part of a team. • High sales orientation to meet the sales targets consistently. • Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13. Skills Refer to the Job DescriptionRole & responsibilities Preferred candidate profile