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2.0 - 6.0 years

0 Lacs

bhubaneswar

On-site

You will be joining ESAF Small Finance Bank, a dedicated institution committed to extending banking services to underbanked regions and striving to be a bank accessible to all, with a widespread presence. Originating in 1992 as an NGO, ESAF has played a vital role in driving socio-economic progress, with a primary focus on fostering sustainable upliftment of the impoverished and marginalized communities. Our array of modern banking services encompasses Internet Banking, Mobile Banking, and doorstep delivery, ensuring a secure and all-encompassing banking experience for all. The certification of ESAF as a Great Place To Work underlines our dedication to fostering a supportive and enriching workplace atmosphere. Your role will involve: - Utilizing your sales and marketing expertise, particularly within the financial services sector - Demonstrating familiarity with gold loan products and associated procedures - Showcasing strong customer service and interpersonal capabilities - Excelling in both independent work and collaborative team settings - Leveraging excellent communication and negotiation skills - Demonstrating basic computer proficiency and familiarity with banking software - Holding a Bachelor's degree in Finance, Business Administration, or related fields - Prior experience in a similar role is advantageous If you possess the mentioned qualifications and are eager to contribute to a dynamic and purpose-driven organization, we welcome your application to join our ESAF Small Finance Bank team.,

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3.0 - 6.0 years

5 - 8 Lacs

Mumbai

Work from Office

•Interpret banking concepts to translate business requirements into solution offerings •Deliver product demos, POCs, technical consultations •Handle RFIs/RFPs •Technical comparisons, features, capabilities with competitors •Implementation handover Required Candidate profile •Domain experience in BFSI solutions, Software Products Pre-sales (Not Sales) •Possess strong presentation/demo, solutioning, technical proposal-writing skills •Sales-driven, client-facing role Perks and benefits Medical Insurance (Family), Performance Incentives

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2.0 - 5.0 years

1 - 2 Lacs

Bengaluru

Work from Office

We are looking for a highly skilled and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, with a strong background in sales and customer service. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and generate leads through effective sales strategies. Provide excellent customer service and resolve customer complaints professionally. Collaborate with internal teams to achieve business objectives and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the community to promote the bank's brand. Job Requirements Strong knowledge of banking products and services, including savings accounts, loans, and credit cards. Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong problem-solving and analytical skills, with attention to detail and accuracy. Proficient in Microsoft Office and other banking software applications. Ability to adapt to changing circumstances and priorities, with a flexible and proactive approach. Experience working in a similar role within the BFSI industry is preferred.

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0.0 - 2.0 years

1 - 3 Lacs

Chennai

Work from Office

We are looking for a highly motivated and detail-oriented Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate should have 0-2 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve cash flow and reduce outstanding amounts. Collaborate with the collections team to identify and address potential issues before they become major problems. Analyze financial data to provide insights on customer behavior and preferences, informing business decisions. Maintain accurate records and reports, ensuring compliance with regulatory requirements. Build strong relationships with customers, providing excellent service and resolving their queries promptly. Job Requirements Strong understanding of financial concepts, including accounting principles and credit management practices. Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders. Proficiency in MS Office applications, particularly Excel, and familiarity with banking software systems. Ability to analyze complex data sets and provide actionable recommendations. Strong problem-solving skills, with the capacity to think critically and creatively. Commitment to delivering high-quality results, with a focus on customer satisfaction and service excellence.

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1.0 - 6.0 years

4 - 8 Lacs

Sathyamangalam, Erode

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in retail mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales and revenue growth. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Minimum 2 years of experience in relationship management, preferably in the BFSI industry. Strong knowledge of retail mortgages and financial products. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with banking software and systems.

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1.0 - 6.0 years

4 - 8 Lacs

Cheyyar, Poonamallee, Chennai

Work from Office

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in retail mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue from retail mortgage products. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of retail mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with banking software and systems. Ability to meet sales targets and achieve performance goals.

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2.0 - 7.0 years

1 - 3 Lacs

Bengaluru, Peenya

Work from Office

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in handling receivables and collections. Roles and Responsibility Manage and oversee the branch's receivable portfolio, ensuring timely payments from customers. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with the collections team to identify and resolve issues related to outstanding accounts. Analyze financial data to provide insights on customer behavior and trends, informing business decisions. Build strong relationships with customers, providing excellent customer service and support. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong knowledge of accounting principles and practices, with experience in managing receivables and collections. Excellent communication and interpersonal skills, enabling strong relationship building with customers and colleagues. Ability to analyze financial data and provide actionable insights to inform business decisions. Strong problem-solving skills, with the ability to think critically and creatively. Experience working in a fast-paced environment, prioritizing tasks and meeting deadlines. Familiarity with banking software and systems, with the ability to learn new technologies quickly.

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2.0 - 5.0 years

1 - 3 Lacs

Ballari, Chitradurga, Sira

Work from Office

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, with expertise in handling receivables and collections. Roles and Responsibility Manage and oversee the branch's receivable portfolio, ensuring timely payments from customers. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with the collections team to identify and resolve issues related to outstanding accounts. Analyze financial data to provide insights on customer behavior and trends, informing business decisions. Build strong relationships with customers, providing excellent customer service and support. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong knowledge of accounting principles and practices, with experience in managing receivables and collections. Excellent communication and interpersonal skills, enabling strong customer relationships. Ability to analyze financial data and provide actionable insights. Strong problem-solving skills, with the ability to think critically and creatively. Experience working in a fast-paced environment, prioritizing tasks and meeting deadlines. Familiarity with banking software and systems, with the ability to learn new technologies quickly.

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0.0 - 1.0 years

1 - 3 Lacs

Kumbakonam, Thiruvarur

Work from Office

We are looking for a highly motivated and organized individual to join our team as a Receivable Executive in Equitas Small Finance Bank. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Manage and maintain accurate records of receivables, including invoices, payments, and outstanding balances. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with the accounts receivable team to resolve billing discrepancies and payment issues. Analyze financial data to identify trends and areas for improvement in the receivable process. Provide excellent customer service to clients and respond promptly to their inquiries regarding payments or overdue amounts. Ensure compliance with company policies and procedures related to receivables management. Job Requirements Strong understanding of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office applications, particularly Excel. Familiarity with banking software and systems is an advantage. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information with discretion.

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1.0 - 6.0 years

4 - 9 Lacs

Noida

Work from Office

Responsibilities: * Manage team performance & deliver projects on time * Collaborate with cross-functional teams & stakeholders * Ensure high-quality software delivery using Java techs * Mush have work in fintech domain and manage product Health insurance Food allowance Annual bonus

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3.0 - 8.0 years

1 - 5 Lacs

Hyderabad

Work from Office

Daily Health Checks on Applications, Middleware and DB servers Working on new server inductions DR Drill executions Data purging activities OS patching,server maintenance SSL Certificate renewal and tracking UAT issues Required Candidate profile Exp: 3+years loc: Hyderabad np: 30 Days Mandatory Skills: WebLogic,unix, OracleDB/ Mong DB/ SQL DB OHS, MS SQL Server ankitapisal@peshr.com/ 9004076848

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7.0 - 12.0 years

50 - 55 Lacs

Mumbai

Work from Office

Join our team and make a significant impact on our client service teams in JPMorganChase. Youll have the opportunity to grow your career while leveraging your skills in control management and data analysis. Be part of a dynamic team that values innovation and collaboration, and contribute to the firms operational efficiency and risk mitigation strategies. As a Client Service Manager III within JPMorganChase, you will manage a diverse team to ensure high-quality service. You will interpret client needs, identify trends, and innovate solutions. Your expertise in anti-fraud strategies will protect clients and the bank. You will drive operational efficiency through strategic planning and process automation. Your skills in conflict management and stakeholder influence will foster strong relationships. Job responsibilities Lead the client service team in addressing client inquiries, processing transactions, troubleshooting problems, and handling complaints, utilizing your advanced conflict management skills to ensure client satisfaction. Develop and implement strategic plans to enhance service center operations, leveraging your proficiency in strategic planning and process automation to drive operational efficiency. Utilize your expert knowledge in anti-fraud strategies to detect and prevent fraudulent transactions, safeguarding our clients and the bank from potential financial and reputational damage. Identify trends and generate innovative solutions to meet client needs, using your advanced skills in market product knowledge and digital literacy to stay ahead of industry developments and technological advancements. Foster strong relationships with internal stakeholders and clients, leveraging your advanced skills in influence and internal stakeholder management to drive mutually beneficial outcomes. Required qualifications, capabilities, and skills 7+ years of experience in managing customer service teams in a financial institution, with a focus on service center operations. Proven expertise in implementing anti-fraud strategies to detect and prevent fraudulent transactions in a banking environment. Demonstrated proficiency in strategic planning and process automation, with a track record of enhancing operational efficiency in client service delivery. Advanced skills in conflict management, with experience in resolving complex client issues and complaints. Strong digital literacy with experience in leveraging new/emerging technologies to enhance business operations and client service. Preferred qualifications, capabilities, and skills Extensive experience in the banking or financial services industry, particularly in commercial or investment banking, with strong leadership and team management skills to inspire high performance. Proficient in using banking software, systems, and data analytics tools to drive decision-making and develop effective solutions for complex situations. Focused on continuous improvement, identifying opportunities for process enhancements, and implementing changes to improve client experiences. Ability to apply cultural intelligence to engage effectively with diverse clients and utilize data and tech literacy for innovative solutions. Experience in mentoring team members and leading projects to achieve client and business goals. Join our team and make a significant impact on our client service teams in JPMorganChase. Youll have the opportunity to grow your career while leveraging your skills in control management and data analysis. Be part of a dynamic team that values innovation and collaboration, and contribute to the firms operational efficiency and risk mitigation strategies. As a Client Service Manager III within JPMorganChase, you will manage a diverse team to ensure high-quality service. You will interpret client needs, identify trends, and innovate solutions. Your expertise in anti-fraud strategies will protect clients and the bank. You will drive operational efficiency through strategic planning and process automation. Your skills in conflict management and stakeholder influence will foster strong relationships. Job responsibilities Lead the client service team in addressing client inquiries, processing transactions, troubleshooting problems, and handling complaints, utilizing your advanced conflict management skills to ensure client satisfaction. Develop and implement strategic plans to enhance service center operations, leveraging your proficiency in strategic planning and process automation to drive operational efficiency. Utilize your expert knowledge in anti-fraud strategies to detect and prevent fraudulent transactions, safeguarding our clients and the bank from potential financial and reputational damage. Identify trends and generate innovative solutions to meet client needs, using your advanced skills in market product knowledge and digital literacy to stay ahead of industry developments and technological advancements. Foster strong relationships with internal stakeholders and clients, leveraging your advanced skills in influence and internal stakeholder management to drive mutually beneficial outcomes. Required qualifications, capabilities, and skills 7+ years of experience in managing customer service teams in a financial institution, with a focus on service center operations. Proven expertise in implementing anti-fraud strategies to detect and prevent fraudulent transactions in a banking environment. Demonstrated proficiency in strategic planning and process automation, with a track record of enhancing operational efficiency in client service delivery. Advanced skills in conflict management, with experience in resolving complex client issues and complaints. Strong digital literacy with experience in leveraging new/emerging technologies to enhance business operations and client service. Preferred qualifications, capabilities, and skills Extensive experience in the banking or financial services industry, particularly in commercial or investment banking, with strong leadership and team management skills to inspire high performance. Proficient in using banking software, systems, and data analytics tools to drive decision-making and develop effective solutions for complex situations. Focused on continuous improvement, identifying opportunities for process enhancements, and implementing changes to improve client experiences. Ability to apply cultural intelligence to engage effectively with diverse clients and utilize data and tech literacy for innovative solutions. Experience in mentoring team members and leading projects to achieve client and business goals.

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2.0 - 6.0 years

0 Lacs

panchkula, haryana

On-site

As a Casa Sales Officer, you will be responsible for managing client relationships, developing new business opportunities, ensuring customer satisfaction, and conducting financial analysis. Your daily tasks will include meeting with clients to understand their financial needs, providing tailored financial solutions, and maintaining accurate records. To excel in this role, you should possess strong customer service and relationship management skills, along with experience in business development and financial analysis. Excellent verbal and written communication skills are essential, as well as the ability to work both independently and as part of a team. Proficiency in using banking software and applications is required. Ideally, you should hold a Bachelor's degree in Finance, Commerce, or a related field, and have previous experience in banking or financial services. If you are looking for a dynamic role that allows you to utilize your skills and expertise in the financial sector, this position could be the perfect fit for you.,

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2.0 - 8.0 years

7 - 11 Lacs

Bengaluru

Work from Office

Job Description 1. Oversee daily cash flow, liquidity, and working capital management to facilitate informed and strategic investment decisions. 2. Manage investments in both marketable and non-marketable securities in strict accordance with the organization s Treasury policy. 3. Prepare and present monthly and quarterly functional reviews, including Management Information System (MIS) reports, covering investments, working capital, and other banking operations. 4. Monitor various financial limits, ensure compliance with internal controls as defined by Treasury policies, and maintain adherence to all relevant regulatory requirements. 5. Conduct comprehensive research and analysis of debt and financial markets to support treasury and investment strategies.

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1.0 - 4.0 years

2 - 4 Lacs

Gurugram

Work from Office

We are looking for a skilled Operations Analyst to join our Account Processing Unit team at Equitas Small Finance Bank. The ideal candidate will have 1 to 4 years of experience in the BFSI industry, preferably with knowledge of liability operations and account processing. Roles and Responsibility Manage and process accounts accurately and efficiently. Analyze data to identify trends and areas for improvement in account processing. Collaborate with the team to resolve issues and enhance processes. Develop and implement process improvements to boost productivity and quality. Maintain compliance with regulatory requirements and internal policies. Provide excellent customer service through effective communication with stakeholders. Job Requirements Strong understanding of accounting principles and practices. Experience in liability operations and account processing is preferred. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills. Familiarity with banking software and systems is an advantage.

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5.0 - 10.0 years

10 - 11 Lacs

Gurugram

Work from Office

Max Life Insurance Company Limited is looking for Branch Relationship Manager - CAT - Axis to join our dynamic team and embark on a rewarding career journey Customer Relationship ManagementBuild and maintain strong relationships with customers, providing personalized service and addressing their financial needs Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution Sales and Business DevelopmentDevelop and implement strategies to achieve branch sales targets and revenue goals Identify cross-selling and upselling opportunities to promote additional banking products and services Actively prospect for new customers through networking, referrals, and community involvement Conduct sales presentations, product demonstrations, and financial education sessions for customers Team Leadership and CollaborationLead and manage a team of customer service representatives, providing guidance, training, and performance evaluations Foster a positive and motivating work environment, encouraging teamwork, collaboration, and professional growth Collaborate with other departments, such as lending, operations, and marketing, to ensure seamless customer experiences and efficient branch operations Coordinate with internal stakeholders to address customer issues, escalate complex problems, and streamline processes Compliance and Risk ManagementEnsure compliance with regulatory requirements, internal policies, and procedures Stay updated with industry regulations and changes, implementing necessary measures to mitigate risks and maintain a compliant branch Conduct regular audits and reviews to identify and resolve any compliance or risk-related issues Educate branch staff on compliance guidelines and best practices Branch Performance and Operational ExcellenceMonitor and analyze branch performance metrics, such as sales targets, customer satisfaction, and operational efficiency Develop action plans to address performance gaps and improve overall branch performance Implement operational processes and controls to ensure smooth branch operations, cash management, and security measures Collaborate with the regional or area manager to align branch goals with organizational strategies QualificationsBachelor's degree in Business, Finance, or a related field Advanced degrees or certifications are a plus Proven experience in retail banking, branch management, or relationship management roles Strong knowledge of banking products, services, and financial industry trends Excellent customer service and relationship-building skills Sales-oriented mindset with a track record of meeting or exceeding sales targets Leadership abilities, with experience in managing and motivating a team Understanding of compliance regulations and risk management in the banking industry Strong communication, negotiation, and interpersonal skills Analytical thinking and problem-solving abilities Proficiency in banking software and systems Ability to work in a fast-paced and dynamic environment Availability to work flexible hours, including evenings and weekends, as needed by the branch's operational hours

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0.0 - 3.0 years

1 - 2 Lacs

Ambur, Vellore, South 1

Work from Office

We are looking for a highly skilled and experienced Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-6 years of experience in the BFSI industry, preferably with a background in liabilities, gold loans, or relationship management. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and expand the customer base through effective sales strategies. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives and improve overall performance. Analyze market trends and competitor activity to stay ahead in the competition. Build and maintain a strong understanding of the bank's products and services. Job Requirements Strong knowledge of liabilities, gold loans, and relationship management principles. Excellent communication and interpersonal skills are required to build strong relationships with customers and colleagues. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to analyze market trends and competitor activity. Experience working in the BFSI industry is preferred, particularly in small finance banks or NBFCs. Familiarity with banking software and systems is an advantage.

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3.0 - 5.0 years

2 - 3 Lacs

Shillong

Work from Office

Job Title: Project Lead Location: Shillong, Meghalaya Experience Required: Minimum 3 Years Joining: Immediate Job Description: We are seeking a dynamic and result-oriented Project Lead to manage field-level operations and ensure smooth implementation of the PACS Computerization Project in Meghalaya. The ideal candidate will have experience in handling Government/Banking/ERP projects, team coordination, and client interaction. Key Responsibilities: Lead and manage the execution of PACS ERP implementation at district and PACS levels. Coordinate with stakeholders including PACS officials, and training partners. Monitor daily progress and ensure adherence to project timelines and deliverables. Troubleshoot and escalate system, infrastructure, or operational issues proactively. Prepare weekly status reports and project documentation. Support user training, handholding, and Go-Live activities across PACS. Supervise and support field teams and ensure timely deployment of resources. Travel across districts of Meghalaya as per project requirements. Key Requirements: Bachelors degree in Computer science / IT / Management or related field. Minimum 3 years of experience in project execution or coordination roles. Experience with ERP systems, banking software, or government projects is preferred. Strong communication and interpersonal skills. Proficiency in MS Office, Project Tracking Tools, and Report Generation. Ability to manage a team and work independently in remote and challenging environments. Fluency in English and local language (Khasi/Garo) will be an advantage. Preferred Skills: Knowledge of Cooperative sector or PACS operations. Experience in training delivery or user support. Familiarity with project management tools and techniques.

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10.0 - 15.0 years

25 - 35 Lacs

Noida

Work from Office

Key Responsibilities: Define and drive the product vision, roadmap, and strategy for large-scale banking applications. Own and manage the end-to-end product lifecycle for core banking platforms. Gather, define, and prioritize business requirements in collaboration with end users , regulatory teams, and technology leaders . Lead the agile product management process , defining and maintaining an extensive product backlog aligned with business goals. Ensure the seamless integration of banking solutions with payment gateways, risk and fraud management systems, credit scoring models, and regulatory reporting tools . Collaborate with cross teams to deliver scalable, secure, and compliant banking solutions . Ensure adherence to banking security standards, risk management policies, and data protection regulations . Track and measure product performance KPIs , user adoption, and market trends to drive continuous improvement. Act as the primary bridge between banking business units and technical teams , ensuring alignment on business objectives and technology capabilities. Required Skills and Qualifications: 10+ years of experience in software product management, specifically in large-scale banking platforms or financial services technology . Expertise in core banking domain, digital banking solutions, retail and corporate banking, payments, and financial regulatory frameworks. Experience working in agile development environments and leading teams using Scrum or SAFe methodologies . Hands-on experience with JIRA, Confluence, ALM tools, and financial data analytics platforms . Experience in integrating banking solutions with third-party fintech platforms, open banking APIs, and regulatory compliance systems . Ability to analyse and leverage data-driven insights for decision-making, customer experience enhancement, and fraud prevention . Proven ability to work with banking regulators, financial partners, and cross-functional teams . Preferred Qualifications: Certified Scrum Product Owner (CSPO) or SAFe Product Owner/Manager certification . Hands-on experience in financial services, credit risk modeling, or digital lending platforms .

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3.0 - 8.0 years

1 - 6 Lacs

Gurgaon, Haryana, India

On-site

We are seeking a customer-focused Relationship Manager RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions. Key Responsibilities: Manage a portfolio of retail banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue targets Ensure compliance with KYC, AML, and other regulatory requirements Key Skills: Strong knowledge of retail banking products and services Sales and relationship management expertise Excellent communication and customer service skills Basic knowledge of investment and insurance products Proficiency in banking software and MS Office tools

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4.0 - 9.0 years

1 - 6 Lacs

Udaipur, Rajasthan, India

On-site

We are seeking a customer-focused Relationship Manager RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions. Key Responsibilities: Manage a portfolio of retail banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue targets Ensure compliance with KYC, AML, and other regulatory requirements Key Skills: Strong knowledge of retail banking products and services Sales and relationship management expertise Excellent communication and customer service skills Basic knowledge of investment and insurance products Proficiency in banking software and MS Office tools

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3.0 - 8.0 years

1 - 6 Lacs

Dehradun, Uttarakhand (Uttaranchal), India

On-site

We are seeking a customer-focused Relationship Manager RBB to manage and grow the retail customer portfolio. The role involves deepening customer relationships, cross-selling banking products, and delivering personalized financial solutions. Key Responsibilities: Manage a portfolio of retail banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue targets Ensure compliance with KYC, AML, and other regulatory requirements Key Skills: Strong knowledge of retail banking products and services Sales and relationship management expertise Excellent communication and customer service skills Basic knowledge of investment and insurance products Proficiency in banking software and MS Office tools

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0.0 - 4.0 years

0 Lacs

erode, tamil nadu

On-site

Job Description: As an Associate at a Banking and NBFC company in Erode, you will be responsible for a wide range of tasks related to banking operations, customer service, financial transactions, and account management. Your role will be crucial in ensuring smooth day-to-day operations and providing excellent service to customers. To excel in this position, you will need to have a strong skill set that includes Banking Operations, Financial Transactions, and Account Management skills. Additionally, your Customer Service and Relationship Management abilities will be key in building and maintaining positive relationships with clients. You should possess strong analytical and problem-solving skills to effectively address any issues that may arise. A good understanding of banking regulations and compliance is essential to ensure that all operations are conducted in accordance with the law. Proficiency in MS Office and banking software is required to carry out your responsibilities efficiently. Your excellent communication and interpersonal abilities will be valuable in interacting with customers and colleagues alike. A Bachelor's degree in Finance, Business Administration, or a related field will be beneficial in providing you with the foundational knowledge needed to succeed in this role. Join us in this dynamic environment where you can grow and make a difference in the banking sector.,

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0.0 - 4.0 years

0 Lacs

jharkhand

On-site

Job Description: This is a full-time on-site role for a Bank Employee at Self-employed in Bokaro. As a Bank Employee, you will be responsible for daily banking operations, customer service, financial transactions, and promoting banking products and services. Your role will involve handling various banking procedures, ensuring accuracy in numerical calculations, and providing excellent customer service. It is essential to have strong communication and interpersonal skills to effectively interact with customers. Proficiency in computer skills and banking software is required to carry out tasks efficiently. Knowledge of banking regulations and the ability to work in a fast-paced environment are also important aspects of this role. Qualifications: - Excellent communication and interpersonal skills - Strong attention to detail and accuracy in numerical calculations - Knowledge of banking procedures and regulations - Proficiency in computer skills and banking software - Ability to work efficiently in a fast-paced environment,

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1.0 - 2.0 years

3 - 4 Lacs

Viluppuram

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 right for you. Responsibilities Provide personalized financial solutions and advice to customers, tailored to their unique needs and goals Assist customers with account opening, fund transfers, bill payments, and other banking transactions Proactively identify cross-selling opportunities and recommend relevant products and services to customers Maintain accurate and up-to-date customer records and ensure compliance with bank policies and regulations Collaborate with other teams within the bank to provide seamless customer service Participate in training and development programs to enhance product knowledge and customer service skills Requirements Minimum 1-2 years of experience in the banking or financial services industry Strong communication and interpersonal skills, with the ability to interact with customers from diverse backgrounds Proficient in using banking software and technology tools Ability to work in a team and contribute to the achievement of department and bank-wide goals Commitment to providing excellent customer service and a desire to help customers achieve their financial objectives 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.

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