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1.0 - 4.0 years
3 - 6 Lacs
Karnataka
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Lead and motivate a team of receivables professionals to achieve business objectives. Job Requirements Strong knowledge of BFSI industry trends and regulations. Experience in managing branch receivables operations and teams. Excellent communication and interpersonal skills. Ability to analyze data and make informed decisions. Strong problem-solving and leadership skills. Familiarity with financial software and systems is an advantage. Location - Inclusive Banking - SBL,South,Karnataka,Karnataka,Gulbarga,North Karnataka,Karnataka,3110,SHAHAPUR
Posted 2 weeks ago
2.0 - 7.0 years
4 - 9 Lacs
Karnataka
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee the daily operations of the branch receivable office. Develop and implement strategies to improve receivable management processes. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivable performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members on receivable procedures and best practices. Job Requirements Strong knowledge of BFSI industry trends and regulations. Experience in managing assets, inclusive banking, SBL, mortgages, and receivables. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Proficiency in Microsoft Office and other relevant software applications. Location - Inclusive Banking - SBL,South,Karnataka,Karnataka,Chitradurga,Bhadravathi,Karnataka,3112,Tiptur
Posted 2 weeks ago
14.0 - 19.0 years
45 - 50 Lacs
Chennai
Work from Office
We are looking for a highly experienced and skilled professional to lead our Corporate Operations team at Equitas Small Finance Bank. The ideal candidate will have a strong background in asset operations and corporate operations, with 14 years of experience. Roles and Responsibility Oversee the daily operations of the bank's centralized processing center. Develop and implement strategies to enhance operational efficiency and productivity. Manage and supervise a team of professionals in corporate operations. Coordinate with various departments to ensure seamless execution of tasks. Analyze and resolve complex operational issues. Implement risk management measures to minimize potential losses. Job Requirements Strong knowledge of asset operations and corporate operations. Excellent leadership and management skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Effective communication and interpersonal skills. Experience in unit head or similar role is preferred.
Posted 2 weeks ago
1.0 - 2.0 years
1 - 3 Lacs
Madurai, Kovilpatti
Work from Office
We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with knowledge of Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for timely and accurate payments. Develop and implement strategies to improve receivables management and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of receivables transactions. Job Requirements Strong understanding of BFSI industry trends and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working with diverse stakeholders, including customers, colleagues, and management. Familiarity with Equity Small Finance Bank's products and services is an added advantage.
Posted 2 weeks ago
1.0 - 6.0 years
1 - 5 Lacs
Madurai, K K Nagar, Inclusive Banking - SBL
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-11 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Lead and motivate a team of receivables professionals to achieve business objectives. Job Requirements Strong knowledge of BFSI industry trends and regulations. Experience in managing branch receivables operations and teams. Excellent communication and interpersonal skills. Ability to analyze data and make informed decisions. Strong problem-solving and leadership skills. Familiarity with financial software and systems is an advantage.
Posted 2 weeks ago
2.0 - 7.0 years
1 - 5 Lacs
Chitradurga, Karnataka, Inclusive Banking - SBL
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 13-15 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Lead and motivate a team of receivables professionals to achieve business objectives. Job Requirements Strong knowledge of Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Excellent leadership and management skills. Ability to analyze complex data and make informed decisions. Strong communication and interpersonal skills. Experience in managing and motivating a team. Familiarity with financial regulations and compliance requirements.
Posted 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Punjab
Work from Office
We are looking for a highly motivated and experienced Branch Relationship Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably with a background in Sales or related fields. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base through effective sales strategies. Collaborate with internal teams to provide comprehensive solutions to clients' financial needs. Conduct regular portfolio reviews and provide exceptional customer service to ensure client satisfaction. Achieve monthly and quarterly sales targets by selling products such as UCV. Analyze market trends and competitor activity to stay ahead in the Emerging Enterprise Banking sector. Job Requirements Proven experience in Sales or related field with a minimum of 1 year of experience. Strong knowledge of Assets, Emerging Enterprise Banking, UCV, and Sales principles. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience working with small finance banks or similar institutions is an added advantage. Location - Emerging Enterprise Banking,North,Punjab,Punjab,Punjab,Punjab,Punjab,15024,Amritsar
Posted 2 weeks ago
2.0 - 6.0 years
7 - 11 Lacs
Tiruvannamalai, Chennai, Vellore
Work from Office
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 2-7 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, Standalone Merchant OD, and Relationship Management. Roles and Responsibility Manage relationships with merchants and stakeholders to achieve business objectives. Develop and implement strategies to increase sales and revenue growth. Build and maintain strong relationships with existing clients to ensure customer satisfaction. Identify new business opportunities and expand the client base. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of Assets, Inclusive Banking, SBL, Mortgages, Standalone Merchant OD, and Relationship Management. 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 merchant relationships and driving business growth. Familiarity with banking products and services is an added advantage. Location: Chennai,Vellore,Tiruvannamalai,Tirupathur
Posted 2 weeks ago
1.0 - 2.0 years
3 - 4 Lacs
Thanjavur, Tamil Nadu
Work from Office
We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with knowledge of Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for timely and accurate payments. Develop and implement strategies to improve receivables management and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of receivables transactions. Job Requirements Strong understanding of BFSI industry trends and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working with branch receivables operations is preferred. Location - Inclusive Banking - SBL,South,Tamil Nadu,Kumbakonam,Tanjore,Tanjavur 1 (Area Office),Thanjavur,1279,Tanjavur 1
Posted 2 weeks ago
1.0 - 4.0 years
3 - 6 Lacs
Puducherry, Mayiladuthurai, Cuddalore
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of financial concepts, including accounting and auditing principles. Excellent communication and interpersonal skills for effective customer and stakeholder interaction. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills to resolve complex issues. Experience working in a similar role within the BFSI industry is preferred. Location - Mayiladuthurai,Puducherry,Cuddalore,Viluppuram
Posted 2 weeks ago
2.0 - 7.0 years
4 - 9 Lacs
Cheyyar, Tiruvannamalai, Chennai
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of financial concepts, including assets, inclusive banking, SBL, mortgages, and receivables. Excellent communication and interpersonal skills for effective customer and stakeholder interaction. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills for resolving complex issues. Proficiency in Microsoft Office and other relevant software applications. Experience working in a similar role within the BFSI industry is preferred. Location - Chennai,Cheyyar,Tiruvannamalai,Vandavasi
Posted 2 weeks ago
10.0 - 15.0 years
32 - 37 Lacs
Hubli, Karnataka
Work from Office
We are looking for a skilled Branch Receivables Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 10 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivable management processes. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivable performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Lead and motivate a team of receivables professionals to achieve business objectives. Job Requirements Strong knowledge of BFSI industry trends and regulations. Proven experience in managing branch receivables operations. Excellent leadership and communication skills. Ability to analyze complex data sets and make informed decisions. Strong problem-solving and conflict resolution skills. Experience working with financial software and systems. Location - Inclusive Banking - SBL,South,Karnataka,Karnataka,Hubli,Hubli,Karnataka,3053,Dharwad
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
Madurai, Kambam, Theni
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-9 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of financial concepts, including accounting, finance, and economics. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other software applications. Strong analytical and decision-making skills with attention to detail. Experience working in a similar role within the BFSI industry is preferred.
Posted 2 weeks ago
1.0 - 5.0 years
3 - 7 Lacs
Theni, Tamil Nadu
Work from Office
We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with knowledge of Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of financial concepts, including assets, inclusive banking, and mortgages. Excellent communication and interpersonal skills for effective customer and stakeholder interaction. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills to resolve complex issues. Experience working in a similar role within the BFSI industry is preferred. Location - Inclusive Banking - SBL,South,Tamil Nadu,Madurai,Dhindukkal North,Kambam,Theni,1126,Bodi
Posted 2 weeks ago
1.0 - 5.0 years
3 - 7 Lacs
Mysuru, Karnataka
Work from Office
We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with knowledge of Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for timely and accurate payments. Develop and implement strategies to improve receivables management and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of receivables transactions. Job Requirements Strong understanding of financial concepts, including accounting and auditing principles. Excellent communication and interpersonal skills for effective customer interaction. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other software applications. Strong analytical and problem-solving skills to resolve complex issues. Experience working in a similar role within the BFSI industry is preferred. Location - Inclusive Banking - SBL,South,Karnataka,Karnataka,Mysore,Mysore,Karnataka,3073,Hassan
Posted 2 weeks ago
2.0 - 7.0 years
4 - 9 Lacs
Thuraiyur, Tamil Nadu
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of BFSI industry trends and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing and leading a team of receivables professionals. Location - Inclusive Banking - SBL,South,Tamil Nadu,Kumbakonam,Perambalur,Thuraiyur,Musiri,1060,Musiri
Posted 2 weeks ago
4.0 - 9.0 years
6 - 11 Lacs
Hubli, Karnataka
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of BFSI industry trends and regulations. Experience in managing assets, inclusive banking, SBL, mortgages, and receivables. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Proficiency in Microsoft Office and other relevant software applications. Location - Inclusive Banking - SBL,South,Karnataka,Karnataka,Hubli,Hubli,Karnataka,3067,Belgaum
Posted 2 weeks ago
1.0 - 4.0 years
3 - 6 Lacs
Chitradurga, Karnataka
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members on receivables procedures and best practices. Job Requirements Strong knowledge of BFSI industry trends and regulations. Experience in managing branch receivables operations and improving cash flow. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Proficiency in Microsoft Office and other relevant software applications. Location - Inclusive Banking - SBL,South,Karnataka,Karnataka,Chitradurga,Bellary,Karnataka,3071,Chitradurga
Posted 2 weeks ago
6.0 - 8.0 years
2 - 5 Lacs
Bengaluru
Work from Office
Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed
Posted 2 weeks ago
2.0 - 3.0 years
3 - 6 Lacs
Bathinda
Work from Office
Business Relationship Manager - WC-Working Capital-Sales Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Business Relationship Manager Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDDs. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customers basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Job Requirement Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc
Posted 2 weeks ago
6.0 - 8.0 years
2 - 5 Lacs
Mumbai
Work from Office
Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed
Posted 2 weeks ago
6.0 - 8.0 years
2 - 5 Lacs
Gurugram
Work from Office
Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed
Posted 2 weeks ago
6.0 - 8.0 years
2 - 5 Lacs
Ahmedabad
Work from Office
Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed
Posted 2 weeks ago
5.0 - 10.0 years
9 - 13 Lacs
Ahmedabad
Work from Office
JOB ROLE Lead a team of Area Business Managers and Relationship Managers and spearhead portfolio n of NTB customers in Agri SME space in the assigned geography. Responsible for P & L. Should have the strong hold on Trade / Fx ad working capital products. Focus on building granularity, and enhance coverage by broadening the client base and driving risk calibrated operating profit Acceptable knowledge of respective geography & able to quickly recruit quality team members. Build a strong customer base to increase product penetration and earn revenue by providing them high standards of service on ongoing basis. Build strong connection & engagement with key clients and promoters Drive penetration of Cross sell liability & other third party products on newly on boarded customers. To increase penetration and collaborate with internal bank channels & develop open market sourcing thru DMAs, CAs & financials consultants. Ability to develop network & channels in various business segments thru associations & industry bodies, ware house managers etc Drive efficiency by monitoring & suggesting improvement in processes basis ground reality & market trends. Continuous monitoring and review of accounts to ensure business is as per budgets. Drive portfolio hygiene; ensure no delinquencies, deferrals closures on time, security creation etc. Monitor team performance and positively inspire to achieve results JOB REQUIREMENT CA / Post Graduate Diploma / Post Graduate in Banking and Finance / Commerce etc. Strong oral and written Communication Relationship Management & Leadership Skills Must have been in team leader role for 5+ years Local Market Knowledge will be an added advantage Ability to lead and build a high performance and result oriented team Minimum SME/ Assets funding work experience 10 years
Posted 2 weeks ago
2.0 - 3.0 years
3 - 6 Lacs
Mumbai
Work from Office
Business Relationship Manager - WC-Working Capital-Sales Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Business Relationship Manager Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDDs. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customers basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Job Requirement Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc
Posted 2 weeks ago
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