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2.0 - 6.0 years
0 Lacs
maharashtra
On-site
The role of Banking Sales Executive in Dubai is a full-time on-site position that involves generating new business opportunities, maintaining client relationships, and providing exceptional customer service. Your responsibilities will include identifying client needs, delivering sales presentations, managing sales pipelines, and meeting sales targets. Collaboration with team members to achieve business goals and staying updated on banking products and industry trends is vital. To qualify for this role, you should have a Bachelor's degree in Business, Finance, or a related field (10+2 with good experience is acceptable). Proven sales experience, preferably in banking or financial services, is required. Strong customer relationship management skills, excellent communication and presentation abilities, proficiency in Microsoft Office and CRM software, and the capacity to work both independently and as part of a team are essential. Being target-oriented, self-motivated, and having knowledge of banking products and services will be advantageous.,
Posted 1 day ago
6.0 - 9.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Summary of the Role: Responsible for FundRaising, Debt Management, Debt Servicing, Working Capital, and day-to-day banking interface for all activities involved. Responsibilities: 1. Project Finance modeling, documentation, security creation. 2. Day to day coordination with Banks, Financial Institutions, Credit rating agencies, legal counsels, technical consultants, ESIA consultants. 3. Ensure sufficient liquidity is maintained across various project entities (SPVs) 4. Closely work with internal teams (accounts, tax, legal, secretarial) in managing fund flows across assets 5. Ensure optimized financing across the existing portfolio of assets (leverage ratio, tenor, interest cost, covenants etc.) 6. Monitoring financial covenants, ratings, IRRs and valuations 7. Knowledge of banking products: working capital facilities, bank guarantees, LCs, SBLCs. 8. Manage all aspects of compliances under FDI, ECB, FEMA, and SEBI regulations for investments and funds infusion. 9. Provide technical and other support for M&A and other projects as needed. Required Qualifications: A. CA/MBA with 6-9 years of post-qualification experience in project finance with some experience in renewable energy industry B. Should have worked on 3 Project Finance transactions wherein the highest amount raised is at least INR 1000 Crores C. Understand loan documents in detail and hands-on with key clauses which are typical of project finance documents. D. Comfortable working in a small team set up, in an unstructured environment. Show more Show less
Posted 1 day ago
12.0 - 20.0 years
0 - 0 Lacs
kolkata
On-site
Hiring for Banking Head for Financial Services Company Location- Kolkata Exp- 12 Years Job Summary: The Head of Rural Banking Sales is responsible for developing, implementing, and overseeing the sales strategy to expand banking products and services in rural areas. This role will lead a team dedicated to understanding rural customers financial needs, building strong relationships with rural communities, and driving growth in deposits, loans, and other banking services in underserved regions. The ideal candidate will have a deep understanding of rural markets, extensive experience in banking sales, and a commitment to financial inclusion. Key Responsibilities: Develop and execute a comprehensive sales strategy to achieve business targets for rural banking across multiple regions. Identify new business opportunities in rural areas and design tailored products and services to meet the unique needs of rural customers. Conduct regular market research to understand rural demographics, banking penetration, and customer needs. Establish and nurture partnerships with local stakeholders, cooperatives, and community organizations to extend the banks outreach and presence. Monitor and analyze sales performance metrics, adjust strategies based on performance data, and ensure targets are consistently met or exceeded. Prepare and present regular reports to senior management, providing insights into regional performance, market trends, and growth opportunities. Develop customer relationship management strategies to foster long-term loyalty and satisfaction within rural markets. Implement feedback mechanisms to understand customer needs, resolve complaints, and improve service quality. Qualifications: 12+ years of experience in banking sales, with at least 5 years in a leadership role focused on rural or community banking. Proven record of accomplishment of achieving sales targets and managing large, geographically diverse sales teams. In-depth knowledge of rural banking products & services and microfinance. Strong leadership, communication, and interpersonal skills, with the ability to influence and inspire teams. Willingness to travel extensively to rural locations as required.
Posted 1 day ago
0.0 - 3.0 years
0 - 0 Lacs
mumbai city
On-site
Hi We are looking for Customer Service Associate / Tele Sales - Investment Banking Are you a sports enthusiast with excellent communication skills in English & Hindi We are hiring for a Customer Service Associate / Tele Sales to join our team for an exciting Investment Banking This is a fantastic opportunity for freshers and experienced professionals to kick-start or grow their career in customer service. Your main responsibilities will include: Responding to customer inquiries and resolving issues via Voice call. Knowledge of Mutual funds Knowledge of Banking Finance insurance products. Typing speed of 20 WPM / 80% Accuracy Familiar with MS Office and Use of Internet applications. Maintaining a high level of professionalism and customer satisfaction. Ensuring all communications are clear, accurate, and timely. Working collaboratively with the team to meet performance goals. Required Skills & Qualifications Experience: Minimum 0 to 3 years in a customer support role. Freshers are welcome to apply. Education: Any Graduate, or Any Post-Graduate. Communication: Excellent communication skills in English & Hindi are a must. Typing Speed: A typing speed of at least 20 words per minute with 80% accuracy is required. Basic Knowledge: Understanding of customer support roles and responsibilities is essential. Salary & Work Details Salary (Annual CTC): Freshers: INR 2.7 LPA Experienced (up to 2 years): INR 5 LPA Shift: 9.5 hours of shift and 5 days in a week Weekly Offs: Two rotational days off per week. Location: Mumbai, Airoli Transport: No transport facility will be provided. Selection Process The selection process includes the following rounds: 1. RMG Screening 2. Written voice Versant Test (focus on typing speed and accuracy) 3. Operations (Ops) Round
Posted 1 day ago
10.0 - 14.0 years
0 Lacs
karnataka
On-site
As a Private Banker - First Private within the Private Banking Group (Retail Liabilities) at IDFC FIRST Bank, your primary responsibility is to acquire High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients while nurturing and building strong relationships with them. You will play a key role in selling investment, insurance, and other bank products to Private Banking clients in order to generate fee income. Your core responsibilities include managing end-to-end customer relationships, meeting the banking needs of clients through wealth solutions provided by IDFC FIRST Bank, and ensuring a seamless banking experience both in terms of products and interpersonal interactions. It is essential to achieve high customer satisfaction scores and acquire customers through various channels such as natural market, open market activities, and internal references via branch and digital networks. In addition to the primary responsibilities, you are expected to ensure regulatory compliance, demonstrate a high orientation towards relationship management, prioritize service delivery, and be execution-oriented with a strong focus on achieving results. Furthermore, as part of your managerial and leadership responsibilities, you will be involved in team development, ensuring adequate staffing levels, and driving target achievement among team members. To qualify for this role, you should have a Bachelor's degree in fields such as engineering, technology, mathematics, commerce, arts, science, biology, business, computers, or management. A post-graduation degree like an MBA or PGDM is preferred. The ideal candidate should have at least 10 years of relevant experience in the banking or financial services industry. If you are a driven individual with a passion for relationship management, achieving targets, and delivering exceptional service to high net worth clients, this role offers an exciting opportunity to contribute to the growth and success of IDFC FIRST Bank's Private Banking Group.,
Posted 2 days ago
8.0 - 12.0 years
0 Lacs
kolkata, west bengal
On-site
Saffollya O Samridhhi LLP, a subsidiary of Wealth Right B.V, Netherlands, is a growing startup in the financial services industry. We are looking for experienced candidates to apply for the various positions as stated below. Seeking a dynamic Business Manager/ Team leader - Sales (D2C) with a strong background in mutual fund distribution and a proven sales growth track record to lead and build our sales team. The candidate should have experience in achieving sales targets, completing mandatory training, ensuring client satisfaction, and exhibiting a strong work ethic in the field. Responsibilities also include sourcing data for new client acquisition, recruiting and developing Sales team members (Relationship Manager). The selected candidate will be responsible for achieving net sales targets, net SIP sales, and acquiring new clients as per the specified targets. Managing a team of 10-15 sales representatives (Relationship Managers) and collaborating with marketing, customer service, and product development teams are key aspects of the role. Reporting to the Cluster Head is also part of the job responsibilities. Qualifications for the position include a Bachelor's degree from any stream, with an MBA being preferred. A minimum of 8 years in sales management, preferably in mutual funds, financial services, banking products like CASA, or FMCG is required. The ideal candidate should possess a strong attitude for Direct to Client sales, handling objections, and in-field activities. If you meet the qualifications and are interested in this position, please drop your resumes at partha.chowdhury@wealth-right.com.,
Posted 2 days ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
The Model/Anlys/Valid Analyst II position is ideal for a developing professional who applies specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. You will be responsible for identifying policy gaps, formulating policies, interpreting data, making recommendations, and researching factual information. In this role, you will also be expected to identify inconsistencies in data, define business issues, and formulate recommendations on policies, procedures, or practices. It is important to integrate established disciplinary knowledge within your specialty area with a basic understanding of related industry practices as well as understand how your team interacts with others to accomplish objectives. Your role will have a limited but direct impact on the business through the quality of the tasks/services provided, with the impact restricted to your own team. Responsibilities include developing, enhancing, and validating methods of measuring and analyzing risk across all risk types, leading projects in terms of model development, programming, integration, testing, and validation, providing analytical support on analysis and benchmarking, and preparing regular and ad-hoc reports. You will participate in projects aimed at continuously improving risk analytics, modeling and validation systems, and optimizing reports. Furthermore, you will work on improving the reporting system and optimizing Credit MIS Reports. It is crucial to appropriately assess risk when making business decisions, demonstrating consideration for the firm's reputation, and ensuring compliance with applicable laws, rules, and regulations. Key qualifications for this role include demonstrated programming skills (SAS, SQL, R, etc.), knowledge of tools like VBA, basic knowledge of secured/unsecured banking products and US banking, good communication skills to convey technical information to both technical and non-technical audiences, proven analytical skills to identify root causes and trends, proficiency in Microsoft Office applications, and at least 2 years of experience in model implementation/validation/development. A Bachelors/University degree or equivalent experience is required. This is a full-time position within the Risk Management job family group, specifically in the Risk Analytics, Modeling, and Validation job family. Citi is an equal opportunity and affirmative action employer, welcoming all qualified interested applicants to apply for career opportunities. If you are a person with a disability and require a reasonable accommodation for using search tools or applying for a career opportunity, please review Accessibility at Citi.,
Posted 2 days ago
6.0 - 10.0 years
0 Lacs
maharashtra
On-site
Citi Finance is responsible for the firm's financial management and related controls. The team comprises disciplines including Treasury, Tax, Controllers, and Financial Planning & Analysis, and manages and partners on key Citi initiatives and deliverables, such as our quarterly earnings process and ensuring Citi's compliance with financial rules and regulations. We are currently looking for a high-caliber professional to join the Finance Controllers EUC Remediation team as Vice President, EUC Remediation - Finance Solutions Lead Analyst (Internal Job Title: Vice President - C13) based in Mumbai, India. The Controllers EUC Remediation Financial Solutions Lead Analyst is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. They are a recognized technical authority for an area within the business, requiring basic commercial awareness. Developed communication and diplomacy skills are required to guide, influence, and convince others, particularly colleagues in other areas and occasional external customers. They have a significant impact on the area through complex deliverables, providing advice and counsel related to the technology or operations of the business. Their work impacts an entire area, affecting the overall performance and effectiveness of the sub-function/job family. Responsibilities: - Contribute to the design, roll-out, and governance of financial solutions, with a focus on EUC Remediation. - Participate in formulating and setting strategic direction for the process, organization, and architecture covering Finance across Citi businesses, products, functions, and locations. - Assist in setting business and information architecture standards for Finance. - Play a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes. - Participate in assessing and incorporating changing business, regulatory, and market information needs into finance processes and applications. - Act as a technical expert advising on significant business/product decisions. - Implement policies and procedures. - Perform other duties and functions as assigned. - Operate with a limited level of direct supervision. - Exercise independence of judgement and autonomy. - Act as Subject Matter Expert (SME) to senior stakeholders and/or other team members. Qualifications: - 6-10+ years of relevant experience, within the financial services industry preferred. - Recognized technical authority for an area within the business. - Requires communication and diplomacy skills to guide and influence others. - Knowledge of Project Management discipline and Citi Solutions Delivery Life Cycle (CSDLC). - Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment. - Self-motivated with the ability to make decisions in the absence of detailed instructions. - Advanced Microsoft Office skills. - In-depth knowledge of banking products/systems preferred. Education: - Bachelor's degree, potentially Master's degree. Citi is an equal opportunity and affirmative action employer.,
Posted 2 days ago
2.0 - 4.0 years
2 - 7 Lacs
Raipur, West Bengal, India
On-site
Key Responsibilities: Handle daily branch operations including cash transactions, account processing, and customer service Ensure adherence to banking policies and regulatory guidelines Assist customers with their queries and resolve issues efficiently Maintain accurate records of transactions and operations Support branch staff and assist in training new team members Identify and report operational risks or discrepancies Prepare routine reports related to branch operations Requirements: Experience in banking operations or similar roles Good knowledge of banking products and procedures Strong attention to detail and accuracy Good communication and interpersonal skills Ability to work under pressure and meet deadlines Bachelor's degree preferred but not mandatory Soft Skills: Organized and responsible Customer-focused and professional Problem-solving mindset Team player and proactive attitude
Posted 3 days ago
8.0 - 12.0 years
0 Lacs
kolkata, west bengal
On-site
Saffollya O Samridhhi LLP, a subsidiary of Wealth Right B.V, Netherlands, is a growing startup in the financial services industry. We are looking for experienced candidates to apply for the various positions as stated below. Seeking a dynamic Business Manager/Team leader - Sales (D2C) with a strong background in mutual fund distribution and a proven sales growth track record to lead and build our sales team. The selected candidate will be responsible for achieving sales targets, completing mandatory training, ensuring client satisfaction, and sourcing data for new client acquisition with a strong work ethic in the field. Additionally, recruiting and developing Sales team members (Relationship Manager) is a key aspect of this role. Minimum Performance to Achieve from Each Relationship Managers of Team (D2C): - Achieve net sales targets of 40 lakh/month - Net SIP sales of 40,000/month - Acquire 8 new clients per month The Business Manager/Team leader will manage a team of 10-15 sales representatives (Relationship Managers) and collaborate closely with marketing, customer service, and product development teams. Reporting to the Cluster Head is part of the responsibilities. Qualifications: - Bachelor's degree from any stream. MBA preferred. - Minimum of 8 years in sales management, preferably in mutual funds, financial services, banking products like CASA, or FMCG. - Strong attitude for Direct to Client sales, handling objections, and in-field activities. Interested candidates are requested to drop their resumes at partha.chowdhury@wealth-right.com,
Posted 3 days ago
3.0 - 7.0 years
0 Lacs
pune, maharashtra
On-site
As an NCT - LTRA at Deutsche Bank in Pune, India, you will play a crucial role in the Finance team. Your primary responsibility will be to produce and distribute LCR/NSFR reports for local entities within Deutsche Bank, ensuring accurate and timely delivery. You will be analyzing variances, providing commentary, and engaging positively with stakeholders to communicate results effectively. To excel in this role, you will need strong data analysis skills, attention to detail, and good communication skills. A fair understanding of various banking products, along with hands-on experience in reporting and analytical tools like Axiom, Tableau, SQL, Python, or Alteryx will be beneficial. Previous experience in production and review of BAU reports, validation, and control, as well as analysis and provision of business commentary, will be valuable. A background in an Investment bank and an understanding of regulatory reporting within a Banking environment or Treasury function will be preferred. Experience in liquidity reporting is desirable but not mandatory. A Bachelor's degree or equivalent qualification is required for this role. Deutsche Bank offers a range of benefits including a best-in-class leave policy, gender-neutral parental leaves, childcare assistance benefit, sponsorship for industry relevant certifications, and education. You will also have access to an Employee Assistance Program, comprehensive hospitalization insurance, accident and term life insurance, and complementary health screening. You will receive training, development, coaching, and support to excel in your career. The company promotes a culture of continuous learning and offers a range of flexible benefits to suit your needs. At Deutsche Bank, we strive for a culture of empowerment, responsibility, commercial thinking, initiative, and collaboration. We celebrate the successes of our people and aim to excel together every day. Join us in creating a positive, fair, and inclusive work environment by applying for this role. Visit our company website for further information: https://www.db.com/company/company.htm.,
Posted 3 days ago
1.0 - 5.0 years
0 Lacs
jaipur, rajasthan
On-site
As a Sales Executive, your primary responsibility will be to drive CASA (Current Account and Savings Account) sales through acquiring new customers and generating leads. You will be required to maintain strong relationships with customers to ensure their satisfaction and retention. Understanding customer needs and offering suitable banking products will also be a key part of your role. Meeting monthly sales targets and achieving performance goals will be essential. You will collaborate closely with the branch team to plan and execute sales activities effectively. Conducting market research to identify potential customers and ensuring adherence to bank policies and compliance standards will be crucial aspects of your job. This is a full-time position with benefits including health insurance and Provident Fund. Additionally, there is a performance bonus in the compensation package. The work schedule is during day shifts and the experience required for this role is a minimum of 1 year in CASA sales. The work location for this position is in person. If you are interested in this opportunity, please contact the employer at +91 9770848162.,
Posted 3 days ago
4.0 - 6.0 years
0 Lacs
Chennai, Tamil Nadu, India
On-site
HCLTech Mega drive -International Banking Process (Experienced) 29th July 2025 . HCL Walk-In Drive International Banking Non voice. Date:29th July 2025 Time: 11:00 AM 2:00 PM Location: ETA 3 - HCLTech Navalur - Block 3, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai, Tamil Nadu, 600130 Role: Corporate Banking (Commercial Loans) Experience: 4 - 6 years in corporate/commercial banking (Analyst). Skills: Expertise in corporate loan origination, account management, and loan drawdowns. Strong understanding of banking products, credit documentation, and loan servicing. Role: Payments Experience: 1-5 years in MT103/MT202 transfers, CHAPS, and BACS payments Skills: Expertise in handling MT103, MT202, FX charges, and customer concessions. Proficient in reconciliation processes, charges, routing, intermediary banks, and developing efficient reports. Qualification: Any degree required Shift Timing: UK Rotational Shift Location: ETA 3 - HCLTech Navalur - Block 3, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai, Tamil Nadu, 600130 Cab facility as per company policy* Work Mode: Work from Office Notice Period: Open to candidates available for immediate joining or those currently serving a notice period (up to 30 days) Contact: HR Sanjay/Syed Show more Show less
Posted 4 days ago
5.0 - 8.0 years
7 - 10 Lacs
Fatehabad
Work from Office
About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills
Posted 4 days ago
9.0 - 11.0 years
11 - 13 Lacs
Bengaluru
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).
Posted 4 days ago
5.0 - 10.0 years
7 - 12 Lacs
Warangal
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).
Posted 4 days ago
5.0 - 10.0 years
7 - 12 Lacs
Vijayawada
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).
Posted 4 days ago
5.0 - 10.0 years
7 - 12 Lacs
New Delhi, Ahmedabad, Bengaluru
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & Requirements Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).
Posted 4 days ago
5.0 - 10.0 years
7 - 12 Lacs
Guntur
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).
Posted 4 days ago
5.0 - 10.0 years
7 - 12 Lacs
Hyderabad
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).
Posted 4 days ago
1.0 - 2.0 years
3 - 4 Lacs
Guntur
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Posted 4 days ago
2.0 - 6.0 years
14 - 19 Lacs
Nashik
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Manage & control all operational functions of the branch with zero errors. Ensure adequate coordination with centralized operations teams to maintain high quality service and internal and external customer satisfaction. Ensure timely receipt and submission of regulatory and other reports by the Branch. Participate in process improvement exercises within branch/cluster. Identify areas where productivity enhancement and cost reduction initiatives can be introduced. Initiate team meetings internally within Ops as well as with business teams of the branch and circulate minutes to all stake holders at regular intervals. Any other job duty and responsibility assigned to you by branch Head from time to time or on adhoc basis. Requirements Minimum 4 to 6 years experience in General Branch Banking Operations out which at least 2 years in a supervisory or managerial capacity. The incumbent should hold a degree of graduation in any discipline. Additional qualifications in Banking/ Finance / Law or MBA would be an added advantage. Knowledge of all aspects of branch banking and Operations. Good understanding and working experience of regulatory and compliance aspects relating to this. Good interpersonal and communication skills to build & enhance customer relation and co-ordination with RMs & Centralized operations. Leadership & management skills. Sound knowledge of computer systems, ability to understand and work on different software packages for delivery of various banking products and services. Analytical skills. Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Posted 4 days ago
1.0 - 5.0 years
1 - 4 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only
Posted 4 days ago
2.0 - 4.0 years
4 - 6 Lacs
Chandigarh
Work from Office
About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills
Posted 4 days ago
5.0 - 10.0 years
7 - 12 Lacs
Vijayawada
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).
Posted 4 days ago
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The banking products job market in India is thriving with numerous opportunities for job seekers looking to build a career in this sector. With the increasing demand for banking products and services, companies are actively hiring professionals with expertise in this area.
The average salary range for banking products professionals in India varies based on experience level. Entry-level positions typically start at INR 3-5 lakhs per annum, while experienced professionals can earn INR 10-15 lakhs per annum or more.
In the banking products sector, a typical career path may include roles such as Product Analyst, Product Manager, and Senior Product Manager. As professionals gain more experience and expertise, they may progress to roles like Head of Product or Director of Product.
In addition to expertise in banking products, professionals in this field are often expected to have skills such as data analysis, market research, project management, and communication skills. Knowledge of financial markets and regulatory requirements is also beneficial.
As you explore opportunities in the banking products job market in India, remember to showcase your expertise and skills confidently during interviews. With the right preparation and determination, you can build a successful career in this dynamic sector. Good luck!
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