6780 Banking Products Jobs - Page 29

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications. The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations. Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of...

We are looking for a detail-oriented and customer-focused Service Officer to join our Branch Banking team. The ideal candidate will be responsible for handling day-to-day cash and non-cash transactions while ensuring a seamless and high-quality customer experience. This role demands a strong sense of responsibility, excellent communication skills, and a keen eye for detail. As a Service Officer, you will be the face of the bank, addressing customer needs, promoting banking services, and ensuring operational accuracy and efficiency. Manage cash and non-cash transactions efficiently and accuratelyHandle customer requests related to cash withdrawals, deposits, demand drafts, and cheque processi...

As an Onboarding Officer for Video KYC (VKYC) under Kotak 811 Digital Banking, you will be responsible for completing full KYC verification for customers via secure video calls. This role is critical in ensuring a smooth, compliant, and customer-friendly onboarding experience. You will verify customer details, ensure documentation accuracy, and maintain high service standards throughout the VKYC process. In addition to KYC verification, you will also engage in cross-selling banking products, providing accurate product information, and ensuring customer satisfaction. The role demands excellent communication skills, attention to detail, and a professional demeanor to represent the bank effecti...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong ficial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service. Develop and expand relationships with High Net Worth customers for liabilities and commercial assetsEnsure high levels of customer service and adherence to bank policiesCross-sell a wide range of banking products to deepen clien...

Training, guiding, updating the RMs and PBs on life insurance concepts, selling skills, products of company, and processes. Required Candidate profile 4 years of experience of sales exp in Life Insurance Company From Insurance industry candidate required age Max 38 Call / whatsapp - 7008628064

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 tim...

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 tim...

We are looking for a driven and experienced Sales Manager to lead the Loan Against Property (LAP) business vertical within the Secured Assets division of the Consumer Bank This role involves managing sales and distribution through cross-channel and open market sources, acquiring retail customers for funding against residential, commercial, and industrial properties, and driving business growth through strategic builder tie-ups and project approvals The ideal candidate will have a strong background in secured loan sales, excellent customer relationship management skills, and the ability to manage and train Direct Sales Teams (DSTs) and Direct Marketing Agents (DMAs) The role also includes cro...

We are looking for a detail-oriented and customer-focused Service Officer to join our Branch Banking team The ideal candidate will be responsible for handling day-to-day cash and non-cash transactions while ensuring a seamless and high-quality customer experience This role demands a strong sense of responsibility, excellent communication skills, and a keen eye for detail As a Service Officer, you will be the face of the bank, addressing customer needs, promoting banking services, and ensuring operational accuracy and efficiency Manage cash and non-cash transactions efficiently and accurately Handle customer requests related to cash withdrawals, deposits, demand drafts, and cheque processing ...

We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households This role involves acquiring new clients, deepening existing relationships, and offering comprehensive banking solutions across liabilities, commercial assets, and third-party products The ideal candidate will be self-motivated, energetic, and passionate about delivering personalized banking experiences Develop and expand relationships with High Net Worth households for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products and services to deepen ...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products The ideal candidate will have strong ficial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products to deepen client...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products The ideal candidate will have strong ficial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products to deepen client...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products The ideal candidate will have strong ficial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products to deepen client...

As a Relationship Manager VRM for Kotak 811 Digital Banking, you will be responsible for managing and deepening relationships with High Net Worth (HNW) customers This role is focused on driving customer engagement, expanding the bank s liability base, and promoting digital banking solutions You will serve as a key point of contact for customers, ensuring a seamless and personalized banking experience through remote channels Customer Relationship ManagementDevelop and nurture long-term relationships with existing HNW customers, focusing on liability products and services Maintain a comprehensive relationship record for each assigned customer account to ensure personalized service and effectiv...

As an 811 CEC Officer Inbound, you will be the first point of contact for customers reaching out to Kotak 811 through the inbound channel Your role is pivotal in ensuring a seamless customer experience by resolving queries, providing product information, and facilitating sales conversions You will engage with potential and existing customers, understand their needs, and recommend suitable banking solutions This role demands excellent communication skills, a customer-first mindset, and the ability to work in a fast-paced, target-driven environment You will also be responsible for maintaining accurate records of customer interactions and contributing to the overall performance of the contact c...

Work closely with Bank branch staff to promote life insurance products. Assist customers in understanding and purchasing suitable insurance plans. Ensure achievement of assigned sales targets. Maintain good relationships Required Candidate profile Age max - 35 graduation must Minimum 1 years exp in BFSI Sales/ Loan Sales/ Insurance Sales/ LI Cross selling / Credit Card call / whatsapp your cv - 7008628064 (Tapaswini)

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...

Designation: Assistant Manager - Lead will be provided by Company - Individual sales role - Schedule meeting with Clients at their Locations - Visit and explain our Financial product - Close lead into the Sales - Build relationship with Clients Required Candidate profile Required Candidate profile • Education: Any Graduate With Good Communication • Experience: Must 1 YR of Sale/Banking/Finance/Insurance • Age: 23 to 38 YEARS • Local from City (Fresher's can't apply)

About Business line/Function: The Subject Matter Stream is primarily responsible for month end closing along with providing oversight and control over day-to-day transactions, operations and activities, including the recording of revenue arising from transactions from various activities including Global Market, Global banking activities and Financing activities. Position Purpose Financial Accountants are involved in the day-to-day maintenance and control of the general ledgers for the entities under their responsibility associated to the assigned products or transversal scope. When applicable, they coordinate review and potential adjustments with other teams. Additionally, they will have to ...

Position Purpose The main responsibility of the Subject Matter Stream (SMS) is to ensure the accuracy of the production of the financial and management accounting ledgers through a new BNP Paribas tool (OFS). Understanding the activities, the tools, the data flow and processes, as per the Target operating model is key to the function. Ensuring these processes are followed and duly documented, putting in place the adequate level of controls. Responsibilities Primary responsibility would be to run the ECL process for entire APAC region Manage the cost of risk processing Additionally, be responsible for the production of the Financial and Management accounting for a business unit. Posting of jo...

Position Purpose The main responsibility of the Subject Matter Stream (SMS) is to ensure the accuracy of the production of the financial and management accounting ledgers through a new BNP Paribas tool (OFS). Understanding the activities, the tools, the data flow and processes, as per the Target operating model is key to the function. Ensuring these processes are followed and duly documented, putting in place the adequate level of controls. Responsibilities Be responsible for the production of the Financial and Management accounting for a business unit. Posting of journal entries, preparation of accruals and other financial accounting tasks. Performing daily, weekly and monthly control check...

Position Purpose Financial Accountants are involved in the day-to-day maintenance and control of the general ledgers for the entities under their responsibility associated to the assigned products or transversal scope. When applicable, they coordinate review and potential adjustments with other teams. Additionally, they will have to ensure quality of data for all Reporting streams and be in charge of performing adjustments when needed in the General ledger. Responsibilities Direct Responsibilities Accounting & Control Functions Banking Products is in charge of all financials topics linked to customers banking products . - Prepare and book daily/monthly entries (Accrual, MTM booking, etc.) - ...

Following is the minimum expectation shared. Retail Core banking Experience is must. Should have detail functional knowledge on Loans life cycle & Deposit Life Cycle. No Investment banking resource. Basic evaluation for ANZ to be covered L1 interview. Retails banking functional knowledge Should have understanding on different retail banking products - Saving, Current, FD Different type of balances - Current, Available...etc What is Value/Non Valus transactions - Get few e.g. What is account life cycle, Customer life cycle. Interest & Fees life cycle Detials / defference Transaction & Non Transaction fees Deposit life cycle.

Sales Coverage Support Analyst Position Overview Job Title: Sales Coverage Support Analyst Corporate Title: Analyst Location: New Delhi, India Role Description Work in wealth management division which caters to HNI and UHNI Clients including individuals and non-individuals. Mainly responsible to handle the client servicing /execution /documentation and logistics related to client's investment portfolio across investment products like mutual funds, PMS, AIFs etc. This would include filling forms, handling daily transactions, arranging for statements, awareness of cut-off timings, working knowledge of various types of mutual funds and PMS. Client facing role requiring interaction with the clie...

Position Purpose Financial Accountants are involved in the day-to-day maintenance and control of the general ledgers for the entities under their responsibility associated to the assigned products or transversal scope. When applicable, they coordinate review and potential adjustments with other teams. Additionally, they will have to ensure quality of data for all Reporting streams and be in charge of performing adjustments when needed in the General ledger. Responsibilities Direct Responsibilities Accounting & Control Functions Banking Products is in charge of all financials topics linked to customers banking products credit & cost of risk, payments, deposit, customer securities, fees, other...