1817 Banking Operations Jobs - Page 3

Job Purpose To head the retail branch, spearhead sales ensuring profitability, business development and growth of the retail business of the branch and provide leadership in operations, compliance, logistics and administrative functions of the branch. Functional Responsibilities Direct all operational aspects including distribution operations, customer service, human resources, administration and sales Assess local market conditions and identify current and prospective sales opportunities Develop forecasts, financial objectives and business plans Meet goals and metrics Manage budget and allocate funds appropriately Bring out the best of branches personnel by providing training, coaching, development and motivation Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs Address customer and employee satisfaction issues promptly Adhere to high ethical standards, and comply with all regulations/applicable laws Network to improve the presence and reputation of the branch and company Stay abreast of competing markets and provide reports on market movement and penetration Note:- Please send your CV if you are interested in other profiles and other locations also .Your CVs will be considered and recommended to the bank depending upon the vacancies available from time to time.

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service Maintain periodic status reports, including daily activity report and calls/follow-ups made Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Portfolio management of customers between identified thresholds. Activation of inactive accounts Cross sell Liability, Assets and TPP Products. Upsell and up tier customers to higher variant of products and services Achieve monthly budgets. Service walks ins and existing customer in branch and outside of branch TDS, 15G, 15H handling in branch Get additional NTB customers to the bank Customer on-boarding Adherence to Banks and regulatory guidelines

Support Anti-Money Laundering (AML) compliance efforts using Bridger, OneTrust, and other tools. You will perform risk assessments, manage investigations, and ensure adherence to regulations. Expertise in AML processes, compliance tools, and regulatory requirements is essential.

To identify new banks worldwide and explore Trade Finance Opportunities with them & henceforth solutions for the clients. To ensure to provide accurate product based knowledge to clients. Expertise in LC drafting, proposal framing as per requirement of client and bank. Awareness of UCPDC & ISBP guidelines.

Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction. Responsibilities include overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate demonstrates a deep understanding of financial products and market trends to drive business success.

Skill required: Commercial Banking Operations - Core Banking Designation: Banking Operations New Associate Qualifications: BCom/MCom/Master of Business Administration Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business.Develop and deliver core banking solutions for the applications that process the essential functions of banks, including account management, interest calculations, cash deposits and withdrawals processing, customer management and product management. What are we looking for Ability to perform under pressureAbility to work well in a teamAdaptable and flexibleAgility for quick learningCommitment to quality Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification BCom,MCom,Master of Business Administration

Skill required: Commercial Banking Operations - Core Banking Designation: Banking Operations Associate Qualifications: BCom Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business.Develop and deliver core banking solutions for the applications that process the essential functions of banks, including account management, interest calculations, cash deposits and withdrawals processing, customer management and product management. What are we looking for Experience in Banking Domain Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification BCom

In this role, you will: Support Operations in completing larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance Use technical expertise in the designated area and resolve escalated issues Provide feedback and present ideas for improving or implementing processes and customer support Perform complex operational and customer support initiatives within Operations functional area Assist staff, managers, and colleagues and provide guidance and interpretation of policies and procedures Apply technical knowledge and expertise to perform work and action requests Provide subject matter expertise and interpretation of procedures to staff Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 4+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

In this role, you will: Perform moderately complex operations duties in support of either a service center or department environment Require considerable knowledge of company personnel policies and practices Collect data and prepare related operational reports Prepare input forms for automated data processing system Utilize the company's internal operations to perform duties Coordinate projects Furnish information to authorized persons Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation Required Qualifications: 2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

In this role, you will: Perform moderately complex operations duties in support of either a service center or department environment Require considerable knowledge of company personnel policies and practices Collect data and prepare related operational reports Prepare input forms for automated data processing system Utilize the company's internal operations to perform duties Coordinate projects Furnish information to authorized persons Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation Required Qualifications: 2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Key Responsibilities: 1. Technical Leadership & Support (50%) Serve as the primary technical authority for all APC UPS systems, providing expertlevel troubleshooting and solutions. Offer 24/7 on-call support for critical customer escalations when required. Remotely diagnose and resolve complex UPS issues by analysing logs, error reports, and system diagnostics. Triage service requests, prioritize based on urgency, and implement corrective actions. Train and mentor field engineers and support staff on APC UPS products, best practices, and advanced troubleshooting. Assist the Account Manager in resolving high-stakes technical challenges affecting customer satisfaction. Document solutions and create knowledge base articles for internal and customer use. 2. Business Growth & Strategic Leadership (50%) Understand customer requirements and architect tailored UPS solutions (APC and complementary technologies). Drive accreditation pathways for engineers and the company to enhance capabilities (e.g., APC certifications, partner status). Position Solid Systems Global as a key APC partner by identifying market opportunities and competitive differentiators. Collaborate with Sales & Marketing to develop technical collateral (whitepapers, case studies, demos) that support business development. Lead pre-sales engagements, including solution design, proof-of-concept (PoC) setups, and technical presentations. Stay ahead of industry trends (e.g., lithium-ion UPS, modular systems, smart monitoring) and advise leadership on strategic investments. Additional Responsibilities - Lead the UPS Technical Team, setting best practices, escalation protocols, and skill development plans. Foster innovation by evaluating new APC products, tools, and service offerings. Represent the company at industry events, APC partner meetings, and training sessions. 5+ years in UPS technical support, engineering, or solutions architecture (APC expertise required). Deep knowledge of APC Smart-UPS, Symmetra, Galaxy, and associated software (StruxureWare, PowerChute). Proven ability to analyse logs, diagnose failures, and implement fixes remotely. Experience training engineers and creating technical documentation. Strong business acumenability to align technical solutions with revenue growth. Exceptional communication skills (customer-facing, sales support, leadership updates). APC Certified (or equivalent vendor certifications). Technical Architecture, UPS Devices, APC (American Power Conversion), Power Systems, Electrical Engineering Background in data center power infrastructure or critical environments. Experience with competitor UPS systems. (Eaton, Vertiv, CyberPower). Project management or team leadership experience.

In this role, you will: Perform moderately complex operations duties in support of either a service center or department environment Require considerable knowledge of company personnel policies and practices Collect data and prepare related operational reports Prepare input forms for automated data processing system Utilize the company's internal operations to perform duties Coordinate projects Furnish information to authorized persons Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation Required Qualifications: 2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Bachelor's degree holder, preferable business course 2+ years experience in banking operations (Commercial Banking or CIB) Experience in banking operations or any of the following: payments/settlements/fund transfers, Trade & Securities, Custody related to banking products Knowledge on Message types SWIFT, FED WIRE, CHIPS, Telex and IntelliTRACS system an advantage Good in both verbal and written communication skills Good investigation and problem solving skills Organizational and detail oriented skills Sound risk management mindset and good understanding of compliance - AML/OFAC/KYC/Due Diligence Ability to handle high volume and short SLA or turn around time Ability to work in changing and fast paced work environment Ability to manage and prioritize work to meet deadlines despite frequent interruptions, able to multi task Able to perform shift work (incl. Night Shifts) and report on IN public holidays if fall on Mondays to Fridays including Christmas and New Year's eve Good Knowledge on ISO Messaging system Job Expectations: The team member will be responsible for research, investigation and analyzing routine payment inquiries received via different message types from Remitting Banks, Beneficiary banks & Intermediary banks.Investigation types ranges from simple to moderately complex inquiries including repairing message types and transferring funds from one account to another. Payment inquiries should be received in an authenticated message i.e. SWIFT, Tested Telex or Fed Serv. 1090. Investigations of the payment cases could include identification of types of payment errors, duplicate payments, incorrect recipient/beneficiary, incorrect intermediary bank, or incorrect SWIFT message type used, Sanction, etc; Correction and creation of different SWIFT/CHIPS/FedWire payment message types used by the sender; duplicate processing, erroneous or cancelled payments; will all form part of the day to day activities of the Team member.

Role & responsibilities To service clients covering all their banking needs including bank/3rd party products Authorization & audit checks for all operation transactions Looking after client servicing at the branch lobby Checking KYC documents on new client Account opening forms. To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sell Candidate Specifications Any graduate with prior BFSI experience of 1 - 5 years (Must) Aged below 30 years (Must) Open Positions - Pollachi, Coimbatore, Krishnagiri, Madurai, Thanjavur, Coonoor, Dindigul, Tirupur, Salem, Karur and Sivakasi. Suitable resumes can be shared with gopiraman.m@indusind.com

In this role, you will: Provide operational and customer support for lifecycle tasks for institutional trades Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues Assist in gathering data to support resolution of issues Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Reconcile Top day cleared trades at various exchanges by Wells Fargo and process missing trades in GMI to match with exchange Monitor top day executions and clearing activity across various markets and ensure there have not been any technical issues which may interrupt the STP process Maintain accurate books and records of the customer Perform Middle office to Back Office reconciliations and ensure timely identification, notification and resolution of breaks Perform daily reconciliation of exchange fees and report discrepancies to the fee control group to make necessary adjustments with match with Exchange. Proactively address and resolve the queries raised by customer Collaborate closely with Onshore/Offshore teams, Front Office, Risk, Finance, and Technology to ensure process integrity and client satisfaction. Identifying opportunities to improve the process through partnership with other teams and implement best practices Co-ordinate and work with the team to ensure smooth functioning of BAU Develop and maintain MIS on end-to-end process for tracking turnaround times of deliverables from team and other processing areas Maintain and update procedural documentation and knowledge repositories to support team knowledge retention and onboarding. Contribute to monthly/quarterly MIS reporting, audit requests as required. Job Expectations: Strong knowledge of Listed and OTC derivative products Good Understanding of Trade Life Cycle Minimum 6 Months of working experience in Derivative Clearing Services Experience of Working with GMI and Clear Vision is must Strong Accounting skills Well versed with advanced Excel functions Strong Analytic ability, attention to detail and strong problem-solving skills Ability to communicate (written/verbal) effectively at all organizational levels Desired Skills Excellent teamwork skills Excellent Interpersonal skills ability to build relationships Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as long term strategic goals Flexible to work in rotational shifts Good at multi-tasking and process handling

Secondary Job Skills Excellent communication skill, to be able to work with multiple Stakeholders; IT teams, Partner Systems, Business and Management/ Leadership. Knowledge of Finance and Cost Management. Ability to work in a fast-paced dynamic environment to deliver high quality results under tight schedule and high pressure. Strong leadership and negotiation skill. Open to flexible working hours inc. weekends (if required). Handson Exp working in Jira and able to generate quality metrics, dashboard and charts. Payment’s domain experience would be an excellent value add. IT PMO and Banking experience. Program Management/ Project Management experience and over 8 years’ experience in IT delivery. Experience driving delivery from Initiation to Implementation/ Product Rollout for large, critical projects, preferably in Banking domain. Thorough understanding of Waterfall/ Agile frameworks and tools. Works in the area of Software Engineering, which encompasses the development, maintenance and optimization of software solutions/applications.1. Applies scientific methods to analyse and solve software engineering problems.2. He/she is responsible for the development and application of software engineering practice and knowledge, in research, design, development and maintenance.3. His/her work requires the exercise of original thought and judgement and the ability to supervise the technical and administrative work of other software engineers.4. The software engineer builds skills and expertise of his/her software engineering discipline to reach standard software engineer skills expectations for the applicable role, as defined in Professional Communities.5. The software engineer collaborates and acts as team player with other software engineers and stakeholders. Excellent communication skill, to be able to work with multiple Stakeholders; IT teams, Partner Systems, Business and Management/ Leadership. Knowledge of Finance and Cost Management. Ability to work in a fast-paced dynamic environment to deliver high quality results under tight schedule and high pressure. Strong leadership and negotiation skill. Open to flexible working hours inc. weekends (if required). Handson Exp working in Jira and able to generate quality metrics, dashboard and charts. Payment’s domain experience would be an excellent value add. IT PMO and Banking experience. Program Management/ Project Management experience and over 8 years’ experience in IT delivery. Experience driving delivery from Initiation to Implementation/ Product Rollout for large, critical projects, preferably in Banking domain. Thorough understanding of Waterfall/ Agile frameworks and tools. IT PMO and Banking experience. Program Management/ Project Management experience and over 8 years’ experience in IT delivery. Experience driving delivery from Initiation to Implementation/ Product Rollout for large, critical projects, preferably in Banking domain. Thorough understanding of Waterfall/ Agile frameworks and tools. Competencies Project Budgeting Project Planning Project Management Project Reporting Project Tracking Verbal Communication

About this role: Wells Fargo is seeking a Operations processor In this role, you will: Perform moderately complex operations duties in support of either a service center or department environment Require considerable knowledge of company personnel policies and practices Collect data and prepare related operational reports Prepare input forms for automated data processing system Utilize the company's internal operations to perform duties Coordinate projects Furnish information to authorized persons Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation Required Qualifications: 2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Bachelor's degree holder, preferable business course 2+ years experience in banking operations (Commercial Banking or CIB) Experience in banking operations or any of the following: payments/settlements/fund transfers, Trade & Securities, Custody related to banking products Knowledge on Message types SWIFT, FED WIRE, CHIPS, Telex and IntelliTRACS system an advantage Good in both verbal and written communication skills Good investigation and problem solving skills Organizational and detail oriented skills Sound risk management mindset and good understanding of compliance - AML/OFAC Ability to handle high volume and short SLA or turn around time Ability to work in changing and fast paced work environment Ability to manage and prioritize work to meet deadlines despite frequent interruptions, able to multi task Able to perform shift work (incl. Night Shifts) and report on IN public holidays if fall on Mondays to Fridays including Christmas and New Year's eve Good Knowledge on ISO Messaging system Job Expectations: The team member will be responsible for research, investigation and analyzing routine payment inquiries received via different message types from Remitting Banks, Beneficiary banks & Intermediary banks.Investigation types ranges from simple to moderately complex inquiries including repairing message types and transferring funds from one account to another. Payment inquiries should be received in an authenticated message i.e. SWIFT, Tested Telex or Fed Serv. 1090. Investigations of the payment cases could include identification of types of payment errors, duplicate payments, incorrect recipient/beneficiary, incorrect intermediary bank, or incorrect SWIFT message type used, Sanction, etc; Correction and creation of different SWIFT/CHIPS/FedWire payment message types used by the sender; duplicate processing, erroneous or cancelled payments; will all form part of the day to day activities of the Team member.When more complex problems/inquiries are received, this will be referred to the more senior Team member as per the guidelines and escalation procedures of the business.Pool/Queue Assignment:Cross skilled to more than 1 poolExample:High Volume Low Risk (Unable to Apply Pool),Debit Authorization PoolAmendmentCancellation (MCAN)Cover PaymentsReturn of FundsControl FunctionUrgent Mailbox

In these roles, you will be responsible for: Support the accomplishment of all contracted service level targets/agreements. Assist in daily, weekly, and monthly quality assurance activities. Provides day-to-day support to the team and handle first level escalations as they arise or are assigned. Maintain a strong understanding of all tasks within the department including expert knowledge of the Chargeback lifecycle and the various reason codes. Identify opportunities to improve the efficiency and effectiveness of business processes and recommend management. Identify areas of opportunity for staff to develop knowledge/skills/competence necessary to complete their roles. Oversee and aid in new hire training and onboarding. Contribute to continuous learning activities promoting knowledge and skill development within the team. Assist in keeping all team members informed and up to date about all relevant and useful information. Act as a subject matter expert on projects/initiatives Act as a champion to the staff by raising ideas/concerns that contribute to the overall betterment of the team. Maintain relationships with internal and external clients. Frequent review of the MasterCard Worldwide Chargeback Guide to update and maintain knowledge of conditions and requirements for recovery purposes. Ensure excellent customer service, resolving customer complaints and issues in a timely and professional manner. Oversee daily branch operations, including transactions, customer interactions, and cash handling. Identify and mitigate potential risks, ensuring compliance with banking regulations and policies. Monitor and evaluate team performance, providing feedback and coaching to improve productivity and efficiency. Experience Needed Banking Experience: Typically, 10-12 years of experience in a banking environment, preferably in a supervisory or leadership role. Domain Experience: Should have managed AML Process for a minimum of 3 years and should have experience in Finance Transaction, settlement & Reconciliation, Credit offline & Customer service Investigator Leadership Skills: Proven leadership skills, with experience in managing teams and motivating staff. Customer Service: Excellent customer service skills, with experience in resolving customer complaints and issues. Operational Knowledge: Strong knowledge of banking operations, including transactions, cash handling, and risk management. Regulatory Compliance: Familiarity with banking regulations and policies, ensuring compliance and risk management. Communication Skills: Excellent communication and interpersonal skills, with ability to interact with customers, staff, and management.

In these roles, you will be responsible for: Support the accomplishment of all contracted service level targets/agreements. Assist in daily, weekly, and monthly quality assurance activities. Provides day-to-day support to the team and handle first level escalations as they arise or are assigned. Maintain a strong understanding of all tasks within the department including expert knowledge of the Chargeback lifecycle and the various reason codes. Identify opportunities to improve the efficiency and effectiveness of business processes and recommend management. Identify areas of opportunity for staff to develop knowledge/skills/competence necessary to complete their roles. Oversee and aid in new hire training and onboarding. Contribute to continuous learning activities promoting knowledge and skill development within the team. Assist in keeping all team members informed and up to date about all relevant and useful information. Act as a subject matter expert on projects/initiatives Act as a champion to the staff by raising ideas/concerns that contribute to the overall betterment of the team. Maintain relationships with internal and external clients. Frequent review of the MasterCard Worldwide Chargeback Guide to update and maintain knowledge of conditions and requirements for recovery purposes. Ensure excellent customer service, resolving customer complaints and issues in a timely and professional manner. Oversee daily branch operations, including transactions, customer interactions, and cash handling. Identify and mitigate potential risks, ensuring compliance with banking regulations and policies. Monitor and evaluate team performance, providing feedback and coaching to improve productivity and efficiency. Experience Needed Banking Experience: Typically, 10-12 years of experience in a banking environment, preferably in a supervisory or leadership role. Domain Experience: Should have managed AML Process for a minimum of 3 years and should have experience in Finance Transaction, settlement & Reconciliation, Credit offline & Customer service Investigator Leadership Skills: Proven leadership skills, with experience in managing teams and motivating staff. Customer Service: Excellent customer service skills, with experience in resolving customer complaints and issues. Operational Knowledge: Strong knowledge of banking operations, including transactions, cash handling, and risk management. Regulatory Compliance: Familiarity with banking regulations and policies, ensuring compliance and risk management. Communication Skills: Excellent communication and interpersonal skills, with ability to interact with customers, staff, and management.

Job Profile:- Premium Acquisition Manager is an integral part of the banks front line sales force. SSO/SO is primarily responsible for acquiring new customers for the bank and peruse new business opportunities. Minimum Qualification:- Graduate

Bank Recruitment 2022 for SSO/SO (Senior Business Analyst-credit cardr) and BDR (Business Development Representative). openings for Freshers (any Graduates/under Graduates). Interested and eligible candidates can apply. Age :18 to 30 only..

Role and Responsibilities:- Strategy & P&L Management • Maintains the Profit and Loss statement and Balance Sheet for the branch • Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank • Sustained revenue generation for the branch through cross sell of TPP, RA and BB products • Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service • Ensures Efficient complaint management within specified TATs • Drives high service scores • Conducts customer engagement programs and marketing events • Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening Systems, Controls and Processes • Ensures Upkeep of the Branch and ATM and raises issues if required • Liaises with respective teams for effective and efficient Fraud Management within the cluster • Ensures branch compliance with Banks policies and processes • Ensures timely submission of MIS reports • Ensures safety and security of Bank and customer's assets • Ensures Audit related deliverables both internal and external are met as per the prescribed norms • Ensures Role clarity to employees in the branch and manage attrition Performance Management • Tracks and monitors daily productivity and book movement of the branch • Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management or Self-Management Responsibilities • Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. • Ensuring Training & Development • Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. SECTION IV: KNOWLEDGE & EXPERIENCE Qualifications • Bachelors degree in any discipline • Masters degree is preferred Professional Certifications • AMFI/NCFM/IRDA certifications will be an added advantage Skills • Written and spoken English is essential Experience • A minimum of 6-5 years of relevant experience with at least 2-3 years in a similar role

LOOKING FOR FRESHERS TO JOIN US IMMEDIATELY. Job Summary: As a Corporate Banking Executive, you will be an integral part of our team, working closely with professionals across different departments to gain practical insights into the corporate world. While this is an entry-level position, your eagerness to learn and grow will set the stage for future opportunities within our organization. Key Responsibilities: *Departmental Exposure: Explore through various departments within the organization, including business development, client servicing, and marketing, to gain a comprehensive understanding of our operations. *Training and Development: Participate in training sessions designed to enhance your skills, communication abilities, and overall professional acumen. *Collaborative Projects: Work on real-time projects alongside experienced professionals, contributing your ideas and gaining hands-on experience. *Client Interaction: Shadow senior team members during client meetings, presentations, and negotiations to observe and learn effective client engagement strategies. *Skill Enhancement: Build and refine your communication, teamwork, and problem-solving skills through practical experiences and mentorship. *Networking: Connect with professionals across departments and establish valuable connections within the industry. Qualifications and Skills: *Recent graduate or final-year student in Business, Marketing, or any related field. *Basic understanding of business concepts. *Excellent communication and interpersonal skills. *Eagerness to learn and a positive attitude. *Ability to work collaboratively in a team-oriented environment. Benefits:

Monitor the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure all the counters are opened and staff is ready to service client’s atleast 15 minutes before the customer timings Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer Support the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables i.e. internal /external concerning a transaction executed for a corporate client. Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions in the branch & maintain accurate / strong MIS for the branch. The same may be needed by the bank for overall management of branch processes & business planning Ensure frequent monitoring of all over-aged cases (deferrals, pending items, etc.) & appropriate escalation of the same in a timely & balanced manner to the senior management Ensure that knowledge, skills & capabilities are built across entire team of BSPs, so as to have internal backups to ensure that work is not hampered in by absenteeism or resignations 3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clients Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Also collate their feedback & suggestions Ensuring collection of CSS forms on periodic basis and sent to NOC. Responsible for monthly “Branch Service Committee” meetings are held on 07th of each month Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 4. Audit & Compliance: Effectively Support & Handle Branch Audits by Internal, External, Concurrent, Statutory & RBI auditors Responsible for implementation of process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attend to any audit findings and resolve them immediately; Ensuring DCFC checklist is checked thoroughly and signed off on daily basis Personally implement & conduct self-audits in the branch (e.g., weekly sweep audit, etc.) and any anomalies are brought to the notice of senior management along with mitigating steps initiated Responsible for sensitizing each BSD team member on adherence of process & policies 5. Others: Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office Define goals & performance parameters for the team & guide/coach them in achieving the same. Ensure that the team understands the goals of the bank, the branch and also of other colleagues in the branch Provide constructive feedback; identify training & development needs of the team & conduct training at frequent intervals to meet the training requirements Lead, motivate, coach & develop staff. Conduct cross functional trainings within & across teams there by creating effective back up with in the team; Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. Manage Local Vendors /agency relationships to ensure smooth execution of transaction Responsible for Branch upkeep & maintenance and control over the cost Support for conducting monthly CSR events at the branch. Must be thorough with banking processes, regulations & guidelines across retail products. Play an active role in new products, processes, systems roll out. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets

Job Description Domain (BFSI) Trainer Location: Hyderabad / Bangalore Mode: In-Person (Offline Training at Colleges) Company: TechnoGen India Pvt Ltd Years of Experience :4-15 Years About the Program: TechnoGen India Pvt Ltd, in collaboration with the BFSI Sector Skill Council , is delivering an industry-ready training program to final year B.Tech and Degree students across ~ 40 colleges in Hyderabad and Bangalore. The objective is to provide job-oriented skills in Banking, Financial Services, and Insurance (BFSI) through real-world case studies and experiential learning. * Bonus : Travel Allowances will be provided to the trainers for visiting college campuses.* Role: We are looking for experienced BFSI Domain Trainers to train students on the core principles and practices of the financial sector and help them build strong foundational skills aligned with the industry needs. Responsibilities: Deliver sessions on topics related to Banking, Finance, and Insurance. Create and deliver engaging, real-time, and case-based training content. Develop simplified learning materials for students. Conduct assessments and provide feedback for improvement. Interact with students at colleges and promote practical learning. Requirements: Experience in BFSI (Finance, Banking, Insurance) domain. Strong presentation, public speaking, and facilitation skills. Sound knowledge of regulatory frameworks and financial operations. Certification or advanced education in finance or banking preferred. Ability to engage and train undergraduate students. To Apply, Share: Total & Relevant Years of Experience Current CTC (Including Variable) Expected CTC Notice Period Reason for Change Current Location 5-min Portfolio Video explaining any BFSI topic

1. Account Opening & Maintenance: Monitor the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure all the counters are opened and staff is ready to service client’s atleast 15 minutes before the customer timings Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer Support the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables i.e. internal /external concerning a transaction executed for a corporate client. Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions in the branch & maintain accurate / strong MIS for the branch. The same may be needed by the bank for overall management of branch processes & business planning Ensure frequent monitoring of all over-aged cases (deferrals, pending items, etc.) & appropriate escalation of the same in a timely & balanced manner to the senior management Ensure that knowledge, skills & capabilities are built across entire team of BSPs, so as to have internal backups to ensure that work is not hampered in by absenteeism or resignations 3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clients Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Also collate their feedback & suggestions Ensuring collection of CSS forms on periodic basis and sent to NOC. Responsible for monthly “Branch Service Committee” meetings are held on 07th of each month Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 4. Audit & Compliance: Effectively Support & Handle Branch Audits by Internal, External, Concurrent, Statutory & RBI auditors Responsible for implementation of process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attend to any audit findings and resolve them immediately; Ensuring DCFC checklist is checked thoroughly and signed off on daily basis Personally implement & conduct self-audits in the branch (e.g., weekly sweep audit, etc.) and any anomalies are brought to the notice of senior management along with mitigating steps initiated Responsible for sensitizing each BSD team member on adherence of process & policies 5. Others: Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office Define goals & performance parameters for the team & guide/coach them in achieving the same. Ensure that the team understands the goals of the bank, the branch and also of other colleagues in the branch Provide constructive feedback; identify training & development needs of the team & conduct training at frequent intervals to meet the training requirements Lead, motivate, coach & develop staff. Conduct cross functional trainings within & across teams there by creating effective back up with in the team; Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. Manage Local Vendors /agency relationships to ensure smooth execution of transaction Responsible for Branch upkeep & maintenance and control over the cost Support for conducting monthly CSR events at the branch. Must be thorough with banking processes, regulations & guidelines across retail products. Play an active role in new products, processes, systems roll out. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets