2462 Acquisition Jobs - Page 25

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch receivables function. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal stakeholders to resolve customer complaints and issues. Analyze financial data to identify trends and areas for improvement in the bank's receivables portfolio. Ensure compliance with regulatory requirements and company policies. Provide training and guidance to junior staff members on receivables procedures and best practices. Job Requirements Strong knowledge of accounting principles and financial regulations. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working in a similar role within the BFSI industry is preferred.

We are looking for a highly motivated and experienced Tele Calling Executive to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-2 years of experience in the BFSI industry. Roles and Responsibility Handle customer inquiries and resolve issues professionally. Make outbound calls to promote products and services. Build strong relationships with customers through effective communication. Meet sales targets and achieve performance goals. Collaborate with internal teams to improve customer satisfaction. Provide excellent customer service and ensure high levels of customer retention. Job Requirements Any graduate degree from a recognized university. Proven experience in telecalling or customer service. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong problem-solving and analytical skills. Familiarity with banking products and services is an advantage.

Work Location: Mumbai Suburban/Navi Mumbai/Thane/South Mumbai/Central Mumbai Role: Business Development Manager (BDM)/ Sr. Business Development Manager/KAM Acquisition Date: 16-July-2025 Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in catchment mapping and scoping exercises 8. Provide feedback on opportunities and customer needs 9. Adhere to selling norms and SOPs 10. Ensure compliance with internal guidelines and external regulations Candidate Profile 1. 1-5 years of experience in BFSI 2. Graduate or Postgraduate degree 3. Age: Up to 28 years 4. Salary: Up to 6 Lacs Key Skills 1. Sales and marketing 2. Customer acquisition and relationship management 3. Transaction banking knowledge 4. Analytical and problem-solving skills 5. Communication and interpersonal skills This role requires a motivated and results-driven individual with experience in BFSI sales and marketing. Contact Person: Riya Singh (HR)

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role Job Role: Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement: Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds Collections. Roles and Responsibility Manage and maintain strong relationships with clients to ensure timely payments and minimize defaults. Develop and implement effective collection strategies to achieve business objectives. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to identify new business opportunities. Provide excellent customer service to build trust and loyalty. Identify and mitigate potential risks to ensure compliance with regulatory requirements. Job Requirements Strong knowledge of Mutual Funds and collections processes. 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 cross-functional teams. Familiarity with industry regulations and standards.

About The Role Job Role Handle a team of Relationship Managers in the Region to Focus to open new liability accounts (CASA) and source TDs for LC segment Target holding company & group company accounts of existing clients Customer interaction to pitch digital banking propositions and get them "digital active" Focus on activation hooks and converting inactive accounts to active accounts as per defined criteria"s like CA, Cash Management Services, FX, Trade etc. KRA mainly to focus on generation of NTB liability references and conversion Responsible for imparting training and also closely handholding Relationship Managers, in terms of acquisition and managing customer relationship Job Requirements Excellent written and oral communication skills Should have sales orientation Basic banking knowledge Customer retention An immense interest in developing relationship with the customers Team handling experience Application Excellent written and oral communication skills

Workday Integration Consultant1 Minimum 7+ years experience inWorkdayimplementation/configuration support. Must have -Workdayexperience using Cloud Connect for Benefits, EIB, Core Connectors, Document Transformation and Workday Studio. Hands on experience configuring inWorkdaygeneral HCM, business process framework, and reporting. Experience in other functional areas ofthe Workdayis a plus. Experience withWorkdayfunctional areas outside of Core HCM, i.e., Learning, Benefits, and Compensation, etc is a huge plus. Experience in building and supporting integrations forWorkdayHCM Applications Experience in supportingWorkdayinterfaces with internal/external applications and other vendor applications. Experience with HCM functional leads for troubleshootingintegrationissues Experience with Web Services and APIs (WSDL, SOAP, REST and WS standards) Design, develop and test integrations between Workday HCM and other applications. M&A (merger and acquisition) experience would be an additional advantage. WorkdayIntegration Certifications are highly desired. Design and deliver future-readyWorkdaysolutions to help the company to optimize the HR functions and enhance employee experience. Identify, assess, and solve complex business problems for integrating theWorkdaycloud application with external applications across a wide array of HR functions, where analysis of situations or data requires an in-depth evaluation of variable factors. This position will also support workday integration & strong knowledge of XML, XSLT development/testing. Contribute to overall project objectives and specific deliverables. Design, build and support testing ofWorkdayintegrationcode base including Studio, EIB, CCW, PECI, PICOF and supporting 3rd party coding. Ability to work and coordinate with cross-functional teams on data related inquiries. Timely identification and escalation of risks and development of alternative technical and functional approaches when necessary Strong written and verbal communication skills

collect, clean and pre-process data from various sources responsible for MIS including tracking of collection vis- -vis legal actions through various tools create reports, dashboards and visualizations to communicate findings effectively data analysis, translate numbers into useful information which can further be utilized for enhancing performance organisationally and individually. work closely with cross-functional teams to identify trends, insights and opportunities to drive business growth. present data driven recommendations to stake holders use statistical tools and techniques to solve business problems conduct predictive and prescriptive analysis to for-cast outcomes and guide strategies

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size.Job Requirement Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"s Graduates MBA Having more than 1-2year work experience

About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter Application: If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail tosmitha.nair@kotak.comPlease mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business group "

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing customers to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through cross-selling of financial products. Develop and implement strategies to increase customer acquisition and retention. Collaborate with internal teams to resolve customer queries and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with key stakeholders, including customers, partners, and internal teams. Job Requirements Strong knowledge of micro mortgages and related financial products. 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 relationship management and customer service. Familiarity with BFSI industry practices and regulations. Location: Arakonam,Chennai,Ponneri,Vellore

About The Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client"s business & provide appropriate working capital and business loan solutions across fund/ non-fund based products like Cash Credit, Demand Loan, BG etc. up to limit of Rs. 100 lacs Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill

Branch Relationship Manager - BRANCH BANKING - Branch Banking JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance Speed and efficiency of service givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance Speed and efficiency of service givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationshipCustomer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skewThorough understanding of banking Customer Retention Cost Efficiency Through Process