488 Account Opening Jobs - Page 3

The Acquisition Process Officer in the Branch Banking department plays a crucial role in managing account opening and customer service processes for the Corporate Salary segment within a branch/region. The primary objective of this role is to contribute towards the larger branch banking channel objectives by ensuring high process efficiencies and delivering exceptional customer experiences. Responsibilities of the Acquisition Process Officer include processing forms for account opening and service requests for the Corporate Salary segment with a First Time Right approach, ensuring errors are kept within acceptable norms. They are also responsible for resolving queries and discrepancies raised by stakeholders in a timely manner, as well as collaborating with Channel Partners to address any discrepancies promptly to facilitate smooth client onboarding. Moreover, the Acquisition Process Officer is tasked with ensuring compliance with banking regulations and policies related to Anti Money Laundering (AML), Know Your Customer (KYC), Data & Information security, among others. They support the Acquisition Process Manager in driving initiatives to reduce operational costs and develop strategies to enhance profitability. Staying updated on products, policies, and market competition is essential for this role, along with ensuring strict adherence to internal guidelines and regulations. The ideal candidate for this position should hold a Bachelor's degree in Engineering, Technology, Mathematics, Commerce, Arts, Science, Biology, Business, Computers, or Management. Relevant work experience in the range of 0 to 2 years is preferred to excel in this role.,

Role & responsibilities Generate Incremental Revenues: • Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening • Completes the Cross sell of an additional product within 60 days of account opening • Generates leads for asset / investment products Account Opening and Compliance: • Ensures FTNR on logged in AOFs is within set benchmarks • Communicates to the employees the requirements of KYC documents (as per the approved account opening process) 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.

Hiring for Customer support (Banking Voice process ) || 3.5 Lpa || Eligibility Criteria :- 1 yr exp into Customer care ( Preferred Banking process experience ) Education Qualification : Graduation Package :- upto 3.5 Lpa ( hike based on last ctc ) + travel allowances 5 days working - Rotational shifts Location :- Hyd Work From Office 1 way cab Notice Period :- Preferred Immediate Joiners Interview Mode : Walk- in Interview rounds : HR , Assessment , Ops Interested candidates can share your updated resume to HR Anuradha-9618965277(share resume via WhatsApp ) Mail id: dasarianuradha.axisservices@gmail.com Refer your friend's / Colleagues

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients.

Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduate with 2 to 6 yrs exp in direct selling of financial products from any financial services industry. 2. Should have good communication & presentation skills. 3. May have good existing client relationships in the market. 4. Should be a self-starter, proactive & target oriented. 5. Should possess strong networking & relationship building skills Interested candidate share resume on nirav.soneji@kotak.com

Urgent Requirement in Kotak Mahindra Bank Video KYC Only for Male Candidates Graduation Mandatory Job Location: Wagle Estate, Thane Education Criteria: Graduate and above Age Criteria: 30 max Communication -Good Communication Skills Experience: Fresher Job Role: Connect with customer through video call and complete the VKYC Documentation And Cross selling Salary Range: 17k to 19k Take home + PF + Insurance Location :- Wagle Estate, Thane West To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Mayuresh:- 9822643973

1.Generate New Business for the Bank by doing fresh Acquisition of CASA 2.Excellent lead generation & conversion skill 3.Ability to handle pressure & meet deadline 4.apply only for male candidates Contact HR Tamilmani 8148439052 Required Candidate profile Minimum 1 year experience in any banking product sales Ability to handle pressure and meet deadlines good communication skills preferred immediate joiners willing to sales activities bike mandatory Perks and benefits Attractive incentives, ESI & PF

Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products. KYC Documentation & Processing. Checking CKYC Compliance. Transfer, Gift and Transmission of Funds. Demat, Broking and F&O Account Opening. Demat, re-mat of shares and other securities.

As a Branch Relationship Manager (BRM) at SBI Card, your primary responsibility will be to manage relationships with branch staff and heads while leveraging branch customers to achieve sales targets. You will play a crucial role in assisting customers with their financial and investment planning needs, providing them with financial advice, facilitating transactions, managing risks, ensuring compliance, and assisting with account openings. To excel in this role, you must have 2 to 5 years of experience in sales team handling within the banking sector, particularly as a Branch Relationship Manager (RM). Your key tasks will include driving productivity, managing acquisition costs, and ensuring compliant sourcing processes. You will also be responsible for building and nurturing relationships with branch managers, key employees, and Regional Managers. In addition, you will serve as the single point of contact for addressing any operational issues faced by branches on a day-to-day basis. It will be your responsibility to keep branches updated on approvals, declines, incentives earned, and to train and motivate key branch employees to effectively cross-sell SBI cards while handling sales pressure. Furthermore, you will be involved in recruiting, training, and motivating Branch Relationship Executives and Team Managers. Your role will also entail increasing approval rates through strategic sourcing, developing sales volume enhancement strategies, managing costs, and sourcing through various channels. You should possess the ability to lead teams, motivate and nurture sales executives, handle banking sales pressure effectively, and enhance sales productivity. Understanding basic labor regulations and administrative responsibilities related to managing sales teams will be essential. Experience in channel management, business awareness in the credit cards industry, planning, and negotiation skills will be beneficial. SBI Card is committed to simplifying the lives of customers, employees, and other stakeholders through innovative products and services, coupled with responsible corporate citizenship practices. **Qualifications:** - Experience: 3 to 5 years in the banking credit card sector and banking sales, with a mandatory 3 to 5 years of sales team handling experience in banking sales. - Qualification: Any degree - Language: Proficiency in Tamil and English - Age: 25 to 38 years - Gender: Male **Salary:** Rs. 25,000 minimum to Rs. 35,000 maximum, along with ESI, PF, and incentives. If you meet the above qualifications and are passionate about banking sales, relationship management, and team handling, please contact HR at 9629570708. Thank you for considering a career opportunity with SBI Card. *Job Type:* Full-time **Benefits:** - Health insurance - Provident Fund **Schedule:** Day shift *Work Location:* Madurai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required) *Education:* Bachelor's degree (Preferred) *Experience:* - Relationship Manager: 2 years (Preferred) - Team handling: 2 years (Required) - Banking Sales: 2 years (Required) *Willingness to travel:* 50% (Required),

We're Hiring for PWM Operations Role at Multiple Locations! An exciting opportunity to join Anand Rathi Wealth Ltd in our Private Wealth Management (PWM) Operations team. Key Responsibilities: Manage end-to-end Account Opening & Transaction Processing Handle Trading, Demat, KYC, DIS, Modifications, etc. Co-ordinate with Mid Office & internal stakeholders Maintain control over document flow & compliance Qualification: Graduate with sound knowledge of Equities / Mutual Funds NISM/NCFM certified (preferred)

Manage loan operations, including loan processing, disbursement, and recovery. Ensure compliance with regulatory requirements and internal policies. Oversee taxation matters related to loans and interest income.• Prepare financial reports on Required Candidate profile • Coordinate with banks for various banking activities such as account opening, statement generation, etc. If you interested, share me your CV E-hrcps9@gamail.com P-8370014003

A leading bank is hiring CASA Acquisition and corporate Acquisition officers at multiple locations in India. Required Candidate profile minimum 2+ years of Account acquisition experiance from open market is mandatory

As a Business Analyst at FYNDNA, you will help develop our next-generation cloud native core solution for small, medium and large financial institutions. The functionality designed by you when integrated as a deployable domain component would address a functional use case such as withdrawing cash from a savings account from an ATM or disbursement of a personal loan from internet banking. [WHAT YOU WILL DO] As a member of the Product Management team, you will research the requirements globally, analyze customer requirements and convert them into implementable software solution. Your responsibilities will include functional design and development of modules across banking domains like Payments, Origination, Deposit and Lending servicing etc. This will require you to possess good understanding of Banking operations preferably across geographies or in India. This will be a ground up development of new software solution and you will be expected to be involved in end to end development and delivery of solution components. Your responsibilities will include: Identifying pain-points of banks and provide solutions to solve those pain points Designing Functional solution documents and user stories Testing of the user stories for acceptance of the developed user stories Maintaining Product backlog and product collaterals Keeping up to date with the regulatory changes impacting the solution and making changes to the solution as required to keep up with these changes Working in close coordination with internal and external stake holders like Development, Test and Implementation teams, and with customer teams Be the SPOC for all functional questions raised by stakeholders across the organization for the areas of your responsibility Independently conduct demos, presentations, product workshops for internal audience as well as audience representing the customer banks [WHAT YOULL NEED] As a part of the Product Management team, you will be driven by desire to engineer real time mission critical applications which touch lives, a strong sense of ownership, urgency, and drive. As an integral part of the Product Management team, you will need the following skills to succeed. [QUALIFICATION AND EXPERIENCE] Engineering or Management Degree or Chartered Accountant Four to eight years experience [PROFICIENCY] Experience as a business analyst either in product development or implementation of a product for retail banking industry in one or more of the following areas Payments, Customer Information File, Account Origination and Onboarding, Pricing, Deposit and Lending Servicing Experience in requirement gathering, requirements documentation, change management and implementation Strong understanding of Banking practices and processes in retail banking areas listed above and the intricacies involved in end-to-end transaction processing and accounting Good understanding of tools for documenting requirements Strong analytical and reasoning ability to justify the solution you design and document Strong communication skills with ability to independently explain the requirements and solution to Development and Testing team and ensure that the end product is as per specifications [ADDED ADVANTAGE] Experience in Development or Implementation of core banking solution like etc. Experience in UX principles and design philosophy Experience in a Techno Functional role Good understanding of Software Development Lifecycle Experience of using Agile development methodology Knowledge of latest trends and innovations in banking Be a team player and collaborate with members at dierent level of organization hierarchy

As a key member of our team, you will be responsible for managing and maintaining relationships with new and existing TASC & GB clients. This includes opening TASC & GB accounts and ensuring the delivery of excellent service to meet their needs effectively. Your role will also involve generating leads for other banking products offered by the bank, such as Assets, insurance, TPP, etc. Your proactive approach and strong interpersonal skills will be essential in building trust and rapport with clients to foster long-term relationships. If you are passionate about providing top-notch financial solutions and enjoy working in a dynamic environment, we would love to have you on board.,

Roles and Responsibilities Manage branch operations, including account opening, KYC, AML, and customer service. Develop business plans to drive growth and revenue expansion. Coach team members on sales strategies, marketing initiatives, and general insurance products. Ensure compliance with regulatory requirements and maintain accurate records. Oversee day-to-day activities of the branch office. Desired Candidate Profile 4-10 years of experience in banking operations/ as a Branch Manager or related field Strong understanding of finance, accounting, and banking processes. Excellent coaching skills for developing high-performing teams. Ability to analyze data to inform business decisions (MIS) . Proficiency in life insurance products and their applications. Interested Candidate can share there updated resume on kalpana.roy.ext@yesbank.in

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 9158043197 Immediate Joiners Only

REPORTSTO AssistantCustomer Relationship Manager ROLEPURPOSE & OBJECTIVE Managesbanking relationship with 650 families within the geographic areaof control by offering full range of banking services Directlyresponsible to acquire new customers for Group Lending (GL)business and servicing existing customers Upsellloans to right customers and family members based on requirementand capacity to repay Offerand onboard Savings Accounts and other deposit products tocustomer, their family members and their references Deliverprompt customer services; be accessible to customers at all timesfor GL, IL and Family Banking queries G enerate 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. NON-FINANCIALSIZE PortfolioManaged- 2 Cr Customershandled- 500 customers Numberof portfolio products- Group Loan, Individual Loan, CASA, TD andTPP products KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business/Financials Meetthe set targets on Group Loans (GL) in terms of open marketacquisition and repeat GL loans ConvertGL customers, family member and referrals for Family Banking interms of opening Savings Accounts and maintaining minimum balance Activelysource term deposits (FD and RD) from Family members of GLcustomers Offersuitable Insurance products to customer and family members toprovide adequate insurance coverage Identify, process and refer GL customers who can be potentially givenIndividual loans either unsecured /secured Sharecustomer insights/product related feedback with the ACRM Customer Ensurecustomers and Family members are educated about entire bouquet ofbanking products (Loans GL, IL, Secured, Deposits &Insurance) offered by Ujjivan Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Ensuretimely insurance claim settlement for his/her customers Resolvecustomer queries/ pertainingto GL, IL & Family Banking within specified timelines Internal Process Identifyand conduct surveys of new working areas for group formation andconducts projection meeting for GL and Family Banking GroupLoans: Fill customer profile forms, Loan Application form withaccuracy and collects supporting documents for account opening instrict adherence to KYC norms followed by a Compulsory GroupTraining (CGTs) Individualloans (for certified CROs): Analyze existing customer profile andrepayment capacity, fill customer profile forms, Loan Applicationform with accuracy and collects supporting documents for accountopening in strict adherence to KYC norms Coordinatewith customers in the disbursement process ConductCenter Meeting as per schedule without fail and ensure timelyrepayments, collection of deposits for savings accounts / fixeddeposit, updates all transactions on True-Cell, an interface totrack monetary transactions Opensavings accounts for Customer and their Family members in Ujjivan Helpto conduct the CSR activities and motivates customers toparticipate in the Financial Literacy Program Givethe detailed field reports to ACRM and discuss field relatedissues Adherence to the defined set of processes and circulars. Learning& Innovation Maintainup to date knowledge of GL, IL and Family Banking products andservices as well as a working knowledge of other products offeredin the branch Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Qualifications Graduate Experience 0-1year experience for Graduates FieldExperience preferably in product sales, banking or collection Functional Skills Knowledgeon unsecured products BasicComputer knowledge (MS Office, Outlook) / Ease of technologyusage Isfluent in the local languages and has a working knowledge ofEnglish Behavioral Skills Product selling skills Willingnessto travel & relocation as per business requirements andcareer opportunities Interpersonal skills Abilityto interface (orally and in writing) with all levels ofassociates and customers Abilityto manage teams and drive performance Trainingskills Competencies Required BuildingRelationship DrivingChange Planning& Organizing Collaboration Location - Bengaluru, Bannerghatta, Chamarajanagar, Channapatna, Chikkaballapura, Chintamani, Gauribidanur, Gundlupet, Hassan, Hebbal, Hosakote, Kanakapura, Kollegal, Kothamangalam, Maddur, Magadi, Mysuru, Nagar, Nanjangud, Nelamangala, Pandavapura, Peenya, Piriyapatna, Puttur, Ramanujnagar, Rajanagaram, Shrirangapattana, Yelahanka

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup 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 CGTsIndividual loans 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 normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen 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 ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Gamharia,Angul,Bankura,Basirhat,Basudebpur,Bhabanipur,Bhagalpur,Birbhum,Biswanathpur,Dhaka,Dogachia,Domjur,Ekangarsarai,Gopiballavpur,Hooghly,Howrah,Jagatsinghapur,Jainagar,Jhargram,Mathura,Medinipur,Midnapore,Nadia,Nayagarh,Parganas,Paschim,Patapur,Purba Champaran,Puri,Rae,Rajgir,Sahebganj,Takipur

Primary Responsibilities: Business Financials Meet the set targets on 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 GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officers Share customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL 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 hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal Process Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup 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 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 TrueCell 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 issuesLearning Innovation. Maintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines. Location - Aligarh,Alwar,Baghpat,Bamanwas,Bari,Beawar,Bulandshahr,Fatehabad,Jaipur,Jhajjar,Kalan,Karanpur,Kotli,Meerut,Muzaffarnagar,Rampur,Sameli,Shyampur,Sikar,Sirsa,Sultanpur,Tikari

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- Customers handled- 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 & SKILLSEducational 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

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup 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 CGTsIndividual loans 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 normsCoordinate 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 TrueCell an interface to track monetary transactionsOpen 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 issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Cuddalore , Davangere , Dharmapuri , Haveri , Hosanagara , Hukeri , Kanakapura , Madurai , Magadi , Nagapattinam , Pappireddipatti , Rajanagaram , Shikaripara , Tiruvannamalai , Tirunelveli , Tiruchirapalli , Vellore , Viluppuram , Virudhachalam

Urgent Requirement in Kotak Mahindra Bank Video KYC Only for Male Candidates Graduation Mandatory Job Location: Noida sector 16 Education Criteria: Graduate and above Age Criteria: 30 max Communication -Good Communication Skills Experience: Fresher Job Role: Connect with customer through video call and complete the VKYC Documentation And Cross selling. Location :- Noida sector 16 To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Mayuresh:- 9822643973

. ** Role Definition / Expectation: BRO - Branch Relationship Officer (1-3yrs Exp with branch banking ) Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship