2462 Acquisition Jobs - Page 14

Primary Responsibilities: BusinessMeet the set targets on liabilities in terms of open market acquisition and 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 CRSUnsecured 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 insightsproduct related feedback with the Sales Manager LiabilitiesCustomersInteract 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 and third party productInternal ProcessesGuide the customer to fill the Account Opening Form ensure receipt and verification of KYC documents obtain customer signatures on all mandatory documents Strictly adhere and maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs BCs and assist customers to use ATMs for dispensing cashLearning and 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 CRSunsecured loans wrt liability products and support them in selling liabilities 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: Ahmedabad,Ahmednagar,Ambarnath,Ambejogai,Anand,Aurangabad,Vadodara,Beed,Bharuch,Bhavnagar,Bhiwani,Bhuj,Bhusawal,Dombivli,Gandhidham,Gandhinagar,Gondiya,Goregaon,Himatnagar,Hyderabad,Jalgaon,Jalna,Jamnagar,Karad,Kolhapur,Latur,Mehsana,Mumbai,Nadiad,Nagpur,Nanded,Nashik,Navsari,Panvel,Pune,Pusad,Rajkot,Sangli,Satara,Shirpur,Solapur,Surat,Thane,Valsad,Vapi,Virar

We are looking for a highly skilled and experienced Senior - Key Account Manager to join our team at Equitas Small Finance Bank in the BFSI industry. The ideal candidate will have 1 to 6 years of experience in corporate salary acquisition, with a strong background in liabilities, branch banking, and corporate sales. Roles and Responsibility Manage key accounts and develop strategies to increase revenue growth. Build and maintain relationships with clients to identify new business opportunities. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the industry. Develop and implement effective sales plans to meet targets. Provide exceptional customer service to ensure client satisfaction and retention. Job Requirements Minimum 1 year of experience in corporate salary acquisition or related field. Strong knowledge of liabilities, branch banking, and corporate sales. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with key account management software and tools.

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, with expertise in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough needs analysis to understand customer requirements and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with industry trends and competitor activity to stay ahead in the market. Job Requirements Proven experience in premium acquisition, preferably in the BFSI industry. Strong knowledge of liabilities, branch banking, and premium acquisition principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other banking systems is an advantage.

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, with expertise in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough needs analysis to understand customer requirements and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with industry trends and competitor activity to stay ahead in the market. Job Requirements Proven experience in premium acquisition, preferably in the BFSI industry. Strong knowledge of liabilities, branch banking, and premium acquisition principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other banking systems is an added advantage.

I. ROLE PURPOSE & OBJECTIVE Sr. Banking Relationship Manager the single point relationship management official of the Bank for the high-net-worth customers in the Priority Banking Segment of Bank. Sr. RM is primarily responsible for providing financial solutions to the Emerging HNI & HNI customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship especially via balance growth in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions. Apart from Liability his/her key focus will be on ensuring Cross-sell of Mutual Funds SIPs, Insurance etc. He/ She should also ensure in increasing customer engagement through other products like Forex, Remittances, Loans, etc. to the new and existing customers. He/She will also ensure that references of other HNI customers are taken from existing customers which could be family members, friends, acquaintances, business partners etc to enhance his portfolio. Sr. RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective like Investments MF, Demat etc and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. He/ She also updates Bank's internal systems like the Daily activity tracker in CRM, Customer Profiling etc for monitoring, accurate reporting and MIS. NON-FINANCIAL SIZE TRV Size Ranging from 25 Cr 100 Cr Number of Branches 2 to 4 selective branches within City/Cluster/Region Number of products and services catering to all banking products & services Volume of products and services As mentioned in their KRA III. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Achieve % Cumulative Daily Balance - Deepening in Mapped Existing to Bank - ETB Book Achieve the New to Bank - NTB Target from self-sourced accounts across all schemes Achievement of Target from Mutual Funds, Life Insurance - LI, General Insurance - GI, Asset Products Other Cross Sell Points - through Loans, Term Deposits, Forex remittances, Cards, etc Improve Customer Activation % by sale of defined hooks in the mapped portfolio. Experience on modules like Wealth Management, Portfolio Building, Financial Planning, etc

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries on various accounts, FD / RD, remittances &third party product InternalProcesses Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines MINIMUMREQUIREMENTS OF KNOWLEDGE & SKILLS Qualifications Graduate,preferably in commerce and related streams Experience 1 year experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basicknowledge on retail banking products Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills TimeManagement Sellingskills Telephoniccold calling skills Willingnessto travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing DrivingExecution ManagingRelationships CustomerFocus KEYINTERACTIONS INTERNAL EXTERNAL BranchTeam Unsecured Loans (CRM, CRS); Secured Loans (LoanOfficers); Operations team RegionalProduct & Marketing team StateHR BCAgents Location - Alleppey,Ambur,Anupshahr,Arcot,Aruppukkottai,Chennai,Cherthala,Coimbatore,Coonoor,Cuddalore,Dharapuram,Dharmapuri,Erode,Gobichettipalayam,Gudalur,Hosur,Kannur,Karunagappally,Kollam,Kottarakkara,Kottayam,Kozhikode,Kunnamkulam,Mannargudi,Mayiladuthurai,Mettupalayam,Mylapore,Nagar,Nagercoil,Namakkal,Ooty,Palacode,Panruti,Paramathi-Velur,Paravoor,Paravur,Perambalur,Puducherry,Ramanathapuram,Rasipuram,Salem,Sathyamangalam,Sivakasi,Thanjavur,Thiruvaiyaru,Thiruvallur,Thiruvananthapuram,Tiruvannamalai,Thrissur,Tirunelveli,Tirupathur,Tiruppur,Tiruchirapalli,Udumalaipettai,Vellore,Virudhachalam

ROLEPURPOSE & OBJECTIVE Thisrole is responsible for acquiring new current account customersfrom the open market and enhance the relationship with existingcustomers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & needof the customers. Thisrole drives thecurrent account business for the respective branch and ensure theCA targets for the branch is met. Theincumbent provides service to both existing as well as to NTBcurrent account customers. Thisrole also handles cross selling of QR & POS and is accountablefor adherence to compliance and regulatory norms. NON-FINANCIALSIZE CAbook size of the branch CATarget for the branch Generatequality sales leads Handlingof both internal and external queries KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on current account in terms of open marketacquisition & existing customer conversion Focuson building the current account book for the bank Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyMSE staffs on the field for actively driving conversion ofexisting borrowing customers into liabilities customers Crosssell other products of Ujjivan such as QR, POS, Payment Gateway,OD & TPP and pass on quality leads to respective MSE loanofficers. Sharecustomer insights/product related feedback with the BranchManager Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries. Internal Processes Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe cross sell of other products such as QR, POS & TPP Learning & Performance Maintainup to date knowledge of the CA liability products and services aswell as a working knowledge of other products offered in thebranch Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Educational Qualifications Graduate,preferably in commerce and related streams Experience(Yearsand Core Experience Type) Minimum3+ yearsof experience in retail branch banking (preferable in CA sales) FunctionalSkills Basicknowledge on retail banking products especially current account Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills TimeManagement Sellingskills Telephoniccold calling skills Willingness totravel & relocation as per business requirements and careeropportunities Competencies Planningand Organizing CustomerFocus ManagingRelationships DrivingExecution Collaborating Coaching BusinessAcumen Influencing Location - Bengaluru,Bannerghatta,Belgaum,Chennai,Coimbatore,Davangere,Dharwad,Ernakulam,Erode,Hyderabad,Kollam,Kothamangalam,Madhwapur,Madurai,Malkajgiri,Medchal,Mysuru,Nagar,Rajahmundry,Ramanathapuram,Rangareddy,Salem,Tambaram,Thiruvananthapuram,Tiruvannamalai,Thrissur,Tiruchirapalli,Tumkur,Vijayawada

ROLEPURPOSE & OBJECTIVE Driveacquisition of new Unsecured loans customers from open market Identifyquality leads from unsecured loans & liabilities customersthrough assessments by analyzing credit histories and performingfinancial analysis, ensuring compliance with internal andexternal regulations Monitorand manage installment payments and collections of assignedcustomers Strengthenexisting customer relationships through targeted cross-sellingUjjivans products customer profile & needs KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business/Financials Developand execute strategies to acquire new unsecured loan customers Collaboratewith the liabilities team to cross-sell unsecured loans Followup on leads provided by team various channels within defined TAT Achievemonthly loan disbursement targets through acquisition of newcustomers and conversion of existing customers Coordinatewith Products & Marketing department to carry out marketingdrives at his/her assigned and catchment areas for unsecuredloans Prospectnew customers, maintain database of the leads, meet & convertselect prospects and manage the relationship thereafter Attendcenter meetings to generate leads for Unsecured loans andactively driving conversion of existing borrowing customers intoSBL customer Crosssell other products of Ujjivan and pass quality leads torespective officers/staff Sharecustomer insights/product related feedback with the Branch Headand Area Manager Microfinance Provideinputs pertaining to revision of product and credit policies tothe respective teams on the basis of geography specificconsiderations Customer Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services and establishprofessional relationship with them, with a long-term perspective Conductthe appraisal process of potential customers in a courteousmanner without compromising quality Guaranteeconfidential treatment of all the information gathered fromcustomers InternalProcess Carryout the pre and post-loan activities related to Unsecured loans,perform simple financial analysis, present the loan applicationsto the sanctioning authority by adhering to the set TAT &prioritize repayment of loans to maintain best portfolio quality Visitthe customers business and residential place to conductthorough assessment/evaluation, following standard operationprocedures. Analyze and evaluate loan applications to determinethe situation of business, establish risks, determine thecapacity of repayment and adequate loan amount for the customersneeds and also evaluate the family situation and stability Cooperatewith credit department in case of identifying discrepancies orproblems in customers information, reports, etc. Coordinatewith Liabilities team if applicable, to ensure bank accounts areopened/activated to disburse loan amount and necessary standinginstructions to repay monthly disbursements and provide savingstool to customers Performloan utilization check and follow up on disbursed loans,especially of the ones not paying on time Incase of arrears, visits customers for loan recovery andcoordinate with collections officer to update the statusperiodically Learning& Innovation Maintainup to date knowledge of Unsecured loans as well as a workingknowledge of other products offered in branch InformBranch Head about demand in the assigned area as well as oncompetition on a regular basis Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Qualifications Graduate,preferably in commerce and related streams Experience Preferred experience of 2-4 years in banking, asset products sales orcollection FunctionalSkills Knowledge of Banking sector Knowledge on individual lending - Secured loans/asset products andthird-party products Basic Computer knowledge (MS Office, Outlook) / Ease of technologyusage Sales and marketing skills across multiple products KYC norms/guidelines for secured loans Experience in Credit Assessment/Appraisal Communication Skills - fluent in the local language & English Behavioral Skills Multiple products selling skills Time management Customer relations management Achievement/performance oriented Possesses good interpersonal skills Documentation skills Willingness to travel & relocation as per business requirements andcareer opportunities Location - Bengaluru,Chamarajanagar,Chikkaballapura,Hebbal,Kanakapura,Kollegal,Kothamangalam,Mysuru,Pandavapura,Shrirangapattana

Position description: Acquisition of new Unsecured loans customersfrom open market Identification of quality leads fromunsecured loans & liabilities customers for Unsecured loans Assessment/evaluation of the leadsgenerated which include analyzing credit histories & simple financialanalysis by adhering to internal and external regulations Monitor installment payments andcollections of his/her customers Enhancement of relationshipwith the existing customers by cross-selling Ujjivans products as per theprofile & need of the customers Primary Responsibilities: Business/ Financials Achieve the set targets on Unsecured loans in terms of open market acquisition and existing customer conversion Work with liabilities team to focus on cross selling unsecured Location - Abohar,Ajmer,Ambala,Amritsar,Badnagar,Baghpat,Barara,Bareilly,Beawar,Bijnor,Bulandshahr,Chowk,Deoli,Ganganagar,Gorakhpur,Hanumangarh,Hapur,Haridwar,Indira,Jabalpur,Jind,Kaithal,Kalan,Karanpur,Kekri,Khargone,Khera,Kurukshetra,Lucknow,Meerut,Modinagar,Moradabad,Nagda,Neem,Roorkee,Saharanpur,Sandila,Sangrur,Sameli,Sikar,Sonipat,Thana,Ujjain,Varanasi,Yamuna

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, with a strong background in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies for acquiring high-value customers. Build and maintain relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base. Collaborate with cross-functional teams to achieve business objectives. Provide excellent customer service and support to ensure client satisfaction. Analyze market trends and competitor activity to stay ahead in the competition. Job Requirements Strong knowledge of liabilities, branch banking, and premium acquisition. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in managing and developing relationships with high-value customers. Familiarity with the BFSI industry and its regulations.

We are looking for a skilled Premium Acquisition Manager with 5 to 10 years of experience in the BFSI industry, specifically in liabilities and branch banking. The ideal candidate will have a strong background in premium acquisition and management. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to achieve business objectives. Provide exceptional customer service and support to ensure customer satisfaction. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Minimum 5 years of experience in the BFSI industry, preferably in liabilities and branch banking. Strong knowledge of premium acquisition and management principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with Equitas Small Finance Bank is an added advantage.

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 4 years of experience in the BFSI industry, with expertise in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough needs analysis to understand customer requirements and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with industry trends and competitor activity to stay ahead in the market. Job Requirements Proven experience in premium acquisition, preferably in the BFSI industry. Strong knowledge of liabilities, branch banking, and premium acquisition principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other banking systems is an advantage.

Post : Client Relationship Manager Hiring experienced BFSI sales professionals. Engage with walk-ins, leads & referrals. Pitch financial products, drive conversions & meet sales goals. Minimum 1 year of BFSI sales experience is required. Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 39 Years * Good Communications Skills * Fresher's Can't Apply

We are looking for a highly skilled and experienced Relationship Manager to join our team in the Micro Finance sector. The ideal candidate will have 14-17 years of experience in relationship management, preferably in micro finance or collections. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to increase client acquisition and retention. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with key stakeholders, including customers, colleagues, and external partners. Job Requirements Strong knowledge of micro finance products and services, including mutual funds and receivables. Excellent communication and interpersonal skills, with the ability to build strong relationships. Proven track record of success in relationship management, preferably in micro finance or collections. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with diverse client groups, including those from lower socio-economic backgrounds.

We are looking for a skilled Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and generate leads through networking and market research. Collaborate with internal teams to develop and deliver tailored solutions for clients. Provide exceptional customer service and support to ensure client satisfaction and retention. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements Proven experience in premium acquisition management or a related field. Strong understanding of the BFSI industry, particularly in liabilities, branch banking, or premium acquisition. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other sales tools is an added advantage. Location - Branch Banking,North,Rajasthan,Rajasthan,Jaipur,Jaipur,Rajasthan,16001,Vaishali Nagar

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-4 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing clients to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough needs analysis to understand client requirements and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with industry trends and competitor activity to stay ahead in the market. Job Requirements Proven experience in premium acquisition, sales, or relationship management within the BFSI industry. Strong understanding of liabilities, branch banking, and financial products. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other sales tools is an added advantage. Location - Branch Banking,North,Punjab,HR & PB,Punjab,Punjab,Punjab,15001,Ludhiana Main

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-5 years of experience in retail mortgages and relationship management, with a strong background in these areas. Roles and Responsibility Manage and maintain relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement sales plans to achieve targets and goals. Provide excellent customer service and support to resolve client queries and issues. Job Requirements Proven experience as a Relationship Manager in retail mortgages or a related field. Strong knowledge of the BFSI industry, particularly in small finance banking. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with SBL (State Bank of Lucknow) or similar institutions is an added advantage.

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or premium acquisition management. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing clients to increase sales and revenue growth. Identify new business opportunities and generate leads through networking, referrals, and market research. Collaborate with cross-functional teams to achieve business objectives and improve overall performance. Provide exceptional customer service and support to ensure client satisfaction and retention. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements Proven experience in premium acquisition management, preferably in the BFSI industry. Strong understanding of liabilities, branch banking, and premium products. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other banking systems is an added advantage.

Position description: Acquisition of new Unsecured loans customersfrom open market Identification of quality leads fromunsecured loans & liabilities customers for Unsecured loans Assessment/evaluation of the leadsgenerated which include analyzing credit histories & simple financialanalysis by adhering to internal and external regulations Monitor installment payments andcollections of his/her customers Enhancement of relationshipwith the existing customers by cross-selling Ujjivans products as per theprofile & need of the customers Primary Responsibilities: Business/ Financials Achieve the set targets on Unsecured loans in terms of open market acquisition and existing customer conversion Work with liabilities team to focus on cross selling unsecured Location - Ahmedabad,Ambarnath,Ambejogai,Anand,Aurangabad,Vadodara,Beed,Bharuch,Bhiwani,Bhusawal,Bodeli,Borivali,Botad,Chandrapur,Chembur,Chikhli,Chowk,Dahod,Dholka,Dombivli,Gandhidham,Ghatkopar,Gondiya,Goregaon,Govandi,Halol,Himatnagar,Hyderabad,Jalgaon,Jalna,Jamnagar,Jasdan,Karad,Lunawada,Mehsana,Modasa,Morbi,Mumbai,Nadiad,Nagar,Nagpur,Nanded,Naroda,Navsari,Panvel,Pune,Pusad,Rajkot,Sangli,Santacruz,Satara,Sion,Surat,Thane,Vadali,Valsad,Vapi,Virar,Vyara

Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries on various accounts, FD / RD, remittances &third party product InternalProcesses Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Educational Qualifications Graduate,preferably in commerce and related streams Experience 3+years experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basicknowledge on retail banking products Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing Driving Execution Managing Relationships Customer Focus Location - Ambasamudram,Athni,Bagalkot,Bailhongal,Bengaluru,Bannerghatta,Belgaum,Ballari,Bhadravati,Bijapur,Challakere,Chamarajanagar,Channapatna,Chennai,Chikkaballapura,Chikodi,Chintamani,Chitradurga,Coimbatore,Davangere,Dharmapuri,Dharwad,Ernakulam,Gadag,Gauribidanur,Goa,Gokak,Kalburagi,Gundlupet,Hariharpara,Hassan,Haveri,Hebbal,Hospet,Hosakote,Hyderabad,Jamkhandi,Karunagappally,Kochi,Koppal,Kothamangalam,Maddur,Madhwapur,Magadi,Malkajgiri,Mangaluru,Mapusa,Mayiladuthurai,Medchal,Mylapore,Mysuru,Nagar,Nanjangud,Nelamangala,Peenya,Piriyapatna,Puducherry,Puttur,Thrissur,Rajahmundry,Ramanujnagar,Rajanagaram,Rangareddy,Shimoga,Sira,Shrirangapattana,Thanjavur,Thiruvaiyaru,Tiruvannamalai,Tiptur,Tumkur,Udupi,Vasco Da Gama,Vijayawada,Visakhapatnam,Yelahanka

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries on various accounts, FD / RD, remittances &third party product InternalProcesses Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Qualifications Graduate,preferably in commerce and related streams Experience 3+years experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language BehavioralSkills Courteouscustomer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing Driving Execution Managing Relationships Customer Focus Location - Alleppey,Ambasamudram,Anupshahr,Arcot,Aruppukkottai,Attur,Bengaluru,Ballari,Bodinayakanur,Channapatna,Chengalpattu,Chennai,Cherthala,Chitradurga,Coimbatore,Coonoor,Cuddalore,Cumbum,Davangere,Dharapuram,Dharmapuri,Dindigul,Ernakulam,Erode,Gadag,Gingee,Goa,Gobichettipalayam,Gudalur,Hosur,Hyderabad,Kanchipuram,Kannur,Karunagappally,Kochi,Kollam,Kottarakkara,Kottayam,Kovilpatti,Kozhenchery,Kozhikode,Krishnagiri,Kumbakonam,Kunnamkulam,Madhwapur,Madurai,Malkajgiri,Mannargudi,Mayiladuthurai,Medchal,Mettupalayam,Mylapore,Nagercoil,Namakkal,Ooty,Ottappalam,Palacode,Palakkad,Panruti,Paramathi-Velur,Paravoor,Paravur,Pathanamthitta,Pattukkottai,Perambalur,Periyakulam,Puducherry,Rajahmundry,Rajapalayam,Rajanagaram,Ramanathapuram,Rangareddy,Rasipuram,Salem,Sankarankoil,Sathyamangalam,Sivakasi,Tambaram,Tenkasi,Thanjavur,Theni,Thiruvaiyaru,Thiruvalla,Thiruvallur,Thiruvananthapuram,Tiruvannamalai,Thiruvarur,Thrissur,Tiruchengode,Tirunelveli,Tirupathur,Tiruppur,Tiruchirapalli,Udumalaipettai,Vaikom,Vasco Da Gama,Vellore,Vijayawada,Viluppuram,Virudhachalam,Visakhapatnam

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-4 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or premium acquisition. Roles and Responsibility Develop and implement effective strategies for acquiring high-value customers. Build and maintain strong relationships with existing clients to increase loyalty and retention. Identify new business opportunities through networking, referrals, and market research. Collaborate with internal teams to ensure seamless delivery of products and services. Provide exceptional customer service to resolve complaints and concerns promptly. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements Proven track record of success in premium acquisition or related fields. Strong understanding of the BFSI industry, particularly in liabilities, branch banking, or premium acquisition. Excellent communication, interpersonal, and negotiation skills. Ability to work independently and as part of a team to achieve common goals. Strong analytical and problem-solving skills to analyze data and make informed decisions. Experience working with CRM software and other sales management tools is an added advantage. Location - Branch Banking,North,Haryana,HR & PB , Haryana , Haryana , Haryana , 11007 , Sirsa

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough needs analysis to understand customer requirements and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Stay up-to-date with industry trends and competitor activity to stay ahead in the market. Job Requirements Proven experience in premium acquisition, sales, or relationship management within the BFSI industry. Strong understanding of liabilities, branch banking, and financial products. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other sales tools.

We are looking for a skilled Premium Acquisition Manager with 3 to 4 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase sales and revenue. Identify new business opportunities and develop plans to pursue them. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and ensure customer satisfaction. Job Requirements Minimum 3 years of experience in premium acquisition or a related field. Strong knowledge of liabilities, branch banking, and premium acquisition. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or BFSI institutions is an advantage.

We are looking for a skilled Premium Acquisition Manager with 3-4 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers. Build and maintain relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base. Collaborate with cross-functional teams to achieve business objectives. Provide exceptional customer service and support to ensure client satisfaction. Analyze market trends and competitor activity to stay ahead in the industry. Job Requirements Minimum 3 years of experience in premium acquisition or related fields. Strong knowledge of liabilities, branch banking, and premium acquisition principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is preferred.