JOB DESCRIPTION A Position Overview Position Title Key Account Manager Department Yes Bank Branch Banking Level/ Band Executive/209 Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Regional Manager Supervises NA C Job Dimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner D Key Result Areas Organization Process Key Contributions Sales Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively Prospect and meet customers within and outside the Branch as when required To develop, agree and implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and mmaintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. E Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Language Skills English, Local language F Incumbent Characteristics Essential Desired Qualification Graduate Post Graduate Experience 1 - 3 years in Sales (Insurance / Financial Service Background)

Responsibilities Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Bank’s policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Expected CandidateAgeMinimum 21 to Maximum 30 years ProfileEducation: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects / Skills: - Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’ Knowledge of regulatory guidelines

Job Description Position Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager Department Axis Function Axis Sales Location Band 5/5A About Max Life Insurance Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016." We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management Additional Information (Optional) Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM/SM Job Description Position Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager Department Axis Function Axis Sales Location Band 5/5A About Max Life Insurance Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016." We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management Additional Information (Optional) Org Chart- NRH ZVP CRM & AVP DCM/ CM/ ARM RA/ ASM/SM

Role & responsibilities Achieving and exceeding new business targets (new business as well as renewals) through the assigned partner bank branches. Ensure sales & service support within the cluster assigned viz. closing sales calls, aiding in completion of documentation, facilitating pre-insurance medical examination, scrutiny of the proposal papers so as to minimize the turnaround time in policy issuance Facilitating renewal premium collections and customer service. Sales Management - Keeping records of daily activities, leads generated and closed, and special programs such as Bima Bazaars, branch meetings Ensuring that SUDs brand and its products get continually promoted Promoting the brand image of the Company and implementing all initiatives of the Company related to brand building exercises, as well as maintaining excellent relationship with the bank personnel Arranging exhibitions, customer meets, cluster meets etc. in consultation with the supervising officials Providing daily MIS/ daily report of performance to ones supervising officials. Preferred candidate profile Communication - Local Language proficiency with working knowledge of English Interpersonal skills, Relationship Management Graduate or post graduates Perks and benefits salary range maximum 4.5 lak

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Location: Mumbai,Kolkata,Ahmedabad,Surat,Chennai,Hyderabad,Bengaluru,Kochi,Pune,Delhi, Vadodra, Vishakhapatnam, Trivendrum

Job Description NRI Relationship Officer To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix To achieve monthly customer acquisition target To cross- sell other Banking and Asset products To cross-sell TPP products to the acquired customers To maintain good relationship with the customers and seek referrals To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions To activate customers on digital channels, hooks and attachment products To ensure catchment mapping & scoping exercise and provide regular feedback to the Seniors on various business opportunities, customer needs and competition benchmarking To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators To adhere to sales process & KYC Norms of the bank Catchment scoping and generation of NTB leads in the BSA of mapped branch.

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to interpret business information. 8) Handling Team of NRI Relationship Managers 9) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds. 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF. Location - Telangana, Delhi, Trivendrum, Vadodara,Hyderabad,Kolkata,Ahmedabad, Kochi,Coimbatore,Pune,Indore.

Walk In Drive Details Interview Date - 20th June- 2025 Interview Location - Ujjivan Small Finance Bank-Samastipur, Dr. KP Singh Tower, Mohanpur Road, Opp. HDFC Bank, Adarsh Nagar, Samastipur, Samastipur - 848101 Interview Time - 10 am to 3 pm Contact Person- Mr. Anant Kumar (Area Head-Branch Banking) Job Location: Samastipur + Tajpur + Kalyanpur + Teghra + Dalsingsarai. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, c oaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Location : Delhi, Vadodra, Vishakhapatnam, Trivendrum, Mumbai,Kolkata,Ahmedabad,Surat,Chennai,Hyderabad,Bengaluru,Kochi,Pune Candiate Profile : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager , 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field

Job description Role & responsibilities Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g. forms/checklists, welcome calling, approvals, etc.) Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintains strict vigilance on the quality of forms and documentation provided Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. Audit & Compliance: follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Others: Maintains highest levels of discipline (punctuality, attendance, grooming standards etc.) in the office Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the DBM. Manages Local Vendors /agency relationships to ensure smooth execution of transaction • Completes Branch upkeep & maintenance and control over the cost People Management or Self-Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Siliguri - Walk In Drive Details Interview Date - 19th June- 2025 Interview Location - Ujjivan Small Finance Bank - Shrirampuri, Ground Floor, Jai Hind Complex, Gobarsahi Chowk, NH-28, Bhagwanpur, Shrirampuri, Muzaffarpur - 842001. Interview Time - 10 am to 3 pm Contact Person- Mr. Anant Kumar (Area Head-Branch Banking) Job Location: Kalambagh Road + Bhagwanpur + Shivdhara + Darbhanga + Madhubani + Jhanjharpur. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company.

Walk In Drive Details Interview Date - 20th June 2025 Interview Location - Ujjivan Small Finance Bank-Sri Krishna Puri, Ground Floor, B-9, Sri Krishna Puri, Sahdeo Mahto Marg, Boring Road, Near Harilal's Sweets, Sri Krishna Puri, Patna - 800001. Interview Time - 10 am to 3 pm Contact Person- Mr. Manoranjan Kumar (Area Head-Branch Banking) Job Location: Patna Cluster (Bihar) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

Roles and Responsibilities More than 3 years of experience required in Banking, Portfolio Management, Cross selling of bank products, sales knowledge Job Role & Location:- PB Teller Authorizer Branch Sales Manager Teller/WD PB Classic Pref RM Perks and Benefits As per Industry Walk in date - 27 June 2025 Walk in time - 11:00 am to 02:00 pm Job Location -Across Chhattisgarh Address - HDFC Regional Office, Sunder Nagar, Orbit Tower 3rd floor Raipur, Chhattisgarh.

Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

Role & responsibilities- Develops new and expand existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer's service orientation and application of bank policy. Cross selling of existing bank products to customers. Inform customers about new products or product enhancement to further expand the banking relationship. Plans and conduct special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customers complaints/ queries and turnaround times for customer satisfaction. Desired Candidate Profile: Developing and maintaining banking relationships with a select group of HNI customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of commercial assets like CC, OD, TL, Export Finance ETC. Understanding of MF and Insurnace an added advantage Customer Orientation. High energy and drive. Go getter attitude. Self- Motivated with a passion to Achieve.

Role Description: The role of Assistant Manager involves supporting the Branch Head by leading the branch team and catering to the needs of the banks customers. The job will involves 80% - Marketing & Sales, and 20%- Banking Operations. Role & responsibilities Sales of the Bank's products and services. Develop and nurture relationships with existing customers to generate new business from them. Originate and acquire new leads from existing customers and other sources, converting them into business for the branch through marketing calls and customer visits. Cross-sell third-party products like insurance to existing customers. Generate leads for Current and Savings Accounts (CASA) with new customers and increase balances with existing customers. Generate leads for various loan products such as housing loans, jewel loans, vehicle loans, and personal loans. Regularly call and visit customers and leads for relationship building. Supporting the Branch Manager in Management of the Branch and Leading the team. Ensure timely processing of bank transactions like account opening, fund transfers, cheques, etc. Resolve customer queries promptly and improve customer relationships through good service. Handle day-to-day branch operations and efficiently manage all branch operation-related tasks. Comply with the bank's rules, internal guidelines, systems, and procedures. Effectively handle any assignments given by the Branch Manager or Management from time to time. Preferred candidate profile Passionate about in Sales & Marketing Good Communication Skill Good Analytical and Problem-Solving Skills Good Convincing skills Perks and benefits Additional Incentive - Performance Linked Pay, Bonus/Ex gratia, Group Medical Insurance, PF and Pension Two Wheeler Loan and Home Loan at Concessional Rate of Interest.

Role & Responsibilities 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 Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks 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 banks 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 organizations 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 Banks 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: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: 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 Interested candidates can share their resume on deepanjali.shah@axisbank.com

we are hiring for Relationship Manager for Bancassurance (Life Insurance) Job location-kattanam,karukachal,cheriyanad,changanaseerry,manimala,puthoor,GH Junction,Pathamitta,waynad, Muvattupuzha ,Idduki,Kozhikode,Kottayam, Sulthan Bathery ,kolenchery,Thrikkakkara,Nellad,Munnar,Ponnurunni,Girinagar,Kaduthurthy, Intrested candidate pls do share cv on 9608607032 or zakiya.zeenat@edelweisslife.in

Handle the 2 branches of HDFC bank ,handle the walk in customers of the branch Sell life insurance product to the customers. Handle the HNI Customers Share the resume on what App :8956244952. Required Candidate profile Graduate Minimum 1 year experience in life insurance sales Mandatory Age up to 35 Its a sale profile, Perks and benefits Incentives+Allowances.

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills

Department HDFC Bank -Branch Banking Level/ Band Executive Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations. OrganizationalRelationships Reports To Territory Sales Manager JobDimensions Geographic Area Covered Branches / Cluster Internal Stakeholders Training Branch Operations Distribution Operations External Channel Partner Key ResultAreas Organization Process Key Contributions Sales Drive wallet Share in the allocated bank branches with focus product mix. Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation. Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively. Prospect and meet customers within and outside the Branch as when required. To develop, agree and implement short term and long-term plans to achieve sales targets To achieve branch RM activation targets Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement of business objective. Relationship Management Managing the relationship between internal team and channel partner as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face of parent company. Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc Adhere to the customer touch-point engagement in order to service his portfolio of customers. To maintain the desired persistency ratio Prompt post-sales service with respect to all domains. Strategize and interact closely with the RM on business plan execution. Ensure Compliance Ensure compliance to internal sales process & other compliance standards. Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team. MIS Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct. Skills Required Technical Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness. Self management Problem solving skills. Peer level co-ordination and influencing skills