4039 Branch Banking Jobs - Page 17

Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

About Branch Banking With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role Gold Loan Officer is responsible for Gold Loan Operations in the branch. Portfolio Profitability - by maintaining Pricing and Fee of the assigned territory. Productivity - To ensure the minimum benchmark ASL productivity by way of choosing right people and minimal attrition. Process and Compliance To achieve the highest level of operational and compliance superiority along with top line numbers. Key Responsibilities To maintain relation with branch banking team in order to have smooth processing of Gold Loan cases To recruit, train, induct ASL executive in the system and motivate them to increase gold loan portfolio in association with the Branch Banking channel. To ensure that all the compliance/operational process are being followed by ASL and branch banking team, Keep providing training and constant support for a healthy and hygiene portfolio To ensure that Top line numbers are met and required productivity level is also achieved as provided and guided by Central Team. Qualifications Graduate/ MBA (Marketing) preferred from a recognized institute. 2-4 years of relevant work experience (preferably NBFC). Role Proficiencies: For successful execution of the job, a candidate should possess: Proven work experience in branch banking or channel sales Solid Relationship Building Skills with experince of channel sales, team management Strong problem solving skills and willingness to roll up one s sleeves to get the job Skilled at working effectively with cross functional teams in a matrix organization Excellent written and verbal communication skills

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

Job Title Cluster Manager AXIS Function Sales Department AXIS Bank Relationship Reporting To (Title) Circle Head AXIS Superior s Superior (Title) Zonal Head AXIS Unit Aditya Birla Sun Life Insurance Ltd Location PAN India Business Aditya Birla Capital Date 1 st March 2024 1) Job Purpose To build and maintain strong progressive partnership with the Bank in the assigned Cluster, by supporting and contributing to bank partner s strategy, adhering to the bank s norms and agreed guidelines, achieving operational excellence thereby delivering best in class pre and post sales and support services, ensuring speed in delivery and achieving ABSLI s business targets and promoting business growth. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on Dimension Remarks 1. Manpower Spread across the dedicated Cluster 2. Branch Spread Retail 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone Job Context: Bancassurance is the insurance distribution model wherein the bank allows an insurance company to sell its products to the bank s client base. ABSLI tied up with AXIS Bank in March 2024 to sell its insurance products through the Branch Banking. Open Architecture model empowers the customers now to select their Life insurance plans from more than one insurer as per their choice at competitive prices. It also lowers chances of Mis selling, with the intervention of multiple regulators like Reserve Bank of India (RBI) and Insurance Regulatory and Development Authority of India (IRDAI). 4) Principal Accountabilities Accountability Supporting Actions Business Targets To achieve Business Targets on focused Business parameters like premium, SP/branch activisation, product mix and Persistency thereby contributing to the overall Business Growth and profitability. Build effective relationship with the bank partner and become their first preferred insurer Plan and achieve business targets through the team of FLS and SPs in the bank Ensure to increase SP Activisation and selling of greater NOPs through the Team of FLS for greater distribution of ABSLI products Ensure selling of right Product Mix as defined by the organisation to achieve overall business growth and profits. Identify and implement new business opportunities within the allocated area to enhance penetration Implement activities / programs designed at the organisational level to build great visibility, promote branding, and strengthen our relationship with the bank. Train and appraise the bank staff on ABSLI products thereby creating a mind space and easy recall for them. Ensure right method of business acquisition and absolutely 0 % mis selling Pre and Post-Sales Support and Service: To provide efficient and best in class, competitive products and services to both the Bank partner and customers Enable the Team of FLS to independently sell ABSLI products by mapping customer needs correctly Support the team of FLS on closing critical Sales call by demonstrating and mentoring them. Support and guide the FLS Team to ensure smooth functioning of the internal cross functional Teams and help them to overcome any roadblocks in policy logging and issuance Train the team of FLS to carry out end to end process of policy logging and issuance first time right to ensure speedy delivery and 0% leakage Establish efficient methods to respond to customer queries and maintain persistency levels. Enable Team to cross sell and Upsell ABSLI products as per the customer requirements Partner relationship Management: To build and strengthen the relationship with the partner bank and become their preferred partner To be equipped with Bank s product ranges and their key features along with the ABSLI products Develop a Team who can support the bank in meeting their business targets Pay regular visits to bank branches and meet bank partners. Design differential strategies to gain mindshare and product mix basis the potential of the branch Help the Bank branches to increase their overall LI pie Liaison with our Regional and Zonal Training Team and ensure periodic product training and branding within the branch for bank staff as well as FLS Team Design and launch various contests and appreciation platforms for the bank staff to achieve higher engagement People Development: To build a highly motivated and productive team. Attract, Recruit and Retain Talent in the market, ensure proper handholding and support is provided to the Team. Review and Monitor Team s performance daily, mentor the FLS in the Middle and Low Performance Bucket, encourage and motivate to do well. Co-create and implement recognition platforms in order to build a capable and motivated team within the Cluster Ensure to provide constructive and efficient feedback to the Team and boost their morale for sales To ensure performance spread in the Team, thereby creating opportunities for qualifying various R and R contests and initiatives as well as enabling team members to earn incentives and stay motivated. Focus on Business Quality and Profitability Achieve Business profitability by focusing on renewals, quality of business and managing costs Ensure achievement of profitability and persistency targets for the relationship in the designated zones Manage expenses within allowable expense gap Plan and manage the renewals and ensure adequate focus is maintained by the sales Team on persistency Ensure Business Leakage is within allowable limits. Focus and Monitor Product Mix within the Circle, to achieve Channel Targets 5) Job Purpose of Direct Reports To represent ABSLI at the designated branches and is responsible for sales performance, acquisition of new business and relationship management in the assigned area / branches. 6) Relationships (If Applicable) Internal Frequency Nature FLS (Team) Training Team Operations HR Daily As and when required Daily Regularly Reporting, Coaching, Counselling, Review their Sales Calls, etc. Discuss training and counselling needs for the Cluster and co-create interventions Collaborate for policy log in and issuance Hire, Retain, Counsel Team Members on various issues External Frequency Nature SPs Branch manager Cluster Head Regularly Regularly Regularly Connect & Encourage Relationship Building, Discuss new products and their features Collaborate to meet Business Targets, solve any issues, respond to any escalations by the bank 7) Organizational Relationships SIGN-OFF Signature Name Date

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations 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.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations 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.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc. ) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc. ) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Branch Banking : With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role The MIS Manager is responsible for regular tracking and recording of overall business performance against key business metrics for the cluster and will act as the single point of contact for any data summaries, reports and analysis required by the concerned teams internally. The MIS manager is also be expected to provide data on ad hoc basis as per business requirements to identify and analyze various trends and contribution from the various sales channels. They are also responsible for providing MIS and data support for regulatory activities and business activities such as recognition programs and campaigns taken up for driving business throughout the year Key Responsibilities Coordinate with circle coordinators, regional coordinators, branch heads and branch operations head along with using branch analytic softwares to generate reports and MIS for the branch business. Generate and analyze various MIS reports based on business requests Ensure timely and accurate release of various MISs and dashboards to the relevant stakeholders. Fulfill data and MIS requirements of the Cluster head for business reviews and activities Perform analysis based on key metrics to help maximize productivity and operational excellence Responsible for database administration, data consolidation, data analysis and management reporting Provide reports like daily balances, loan and credit card sales data, CSO productivity etc. to the Cluster head Send timely updates and reports on campaigns and contests to the respective stakeholders Create reports/ scorecards using the available data sources and key metrics Provide support to the branch personnel for system related issues Coordinate cluster-level events and manage vendor payments Qualifications Graduation / Post-graduation from Tier I or Tier II institutes. MBA will be an added advantage 2-3 years of experience in MIS and Business reporting Role Proficiencies Knowledge of industry, technology, marketing, and product trends Proficient is MS Office (Word, Excel, Outlook, Powerpoint and Access) Good communication (both verbal and written) skill in both English and the local language Good analytical skill with a high degree of interest in business analysis Ability to handle pressure and meet deadlines #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc. ) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc. ) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations 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.

Branch Gold Loan Officer INTERNAL USAGE: (to be removed before publishing externally) No. of Vacancies Manager Branch Operations Head Is a Team leader N Team Size 0 Grade Officer, AM, DM Business Rural Lending Department Rural Lending Gold Sub - Department NA Location - About Branch Banking With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role Gold Loan Officer is responsible for Gold Loan Operations in the branch. Portfolio Profitability - by maintaining Pricing and Fee of the assigned territory. Productivity - To ensure the minimum benchmark ASL productivity by way of choosing right people and minimal attrition. Process and Compliance To achieve the highest level of operational and compliance superiority along with top line numbers. ---- --------------------- --------------------- Key Responsibilities To maintain relation with branch banking team in order to have smooth processing of Gold Loan cases To recruit, train, induct ASL executive in the system and motivate them to increase gold loan portfolio in association with the Branch Banking channel. To ensure that all the compliance/operational process are being followed by ASL and branch banking team, Keep providing training and constant support for a healthy and hygiene portfolio To ensure that Top line numbers are met and required productivity level is also achieved as provided and guided by Central Team. Qualifications Graduate/ MBA (Marketing) preferred from a recognized institute. 2-4 years of relevant work experience (preferably NBFC). Role Proficiencies For successful execution of the job, a candidate should possess: Proven work experience in branch banking or channel sales Solid Relationship Building Skills with experince of channel sales, team management Strong problem solving skills and willingness to roll up one s sleeves to get the job Skilled at working effectively with cross functional teams in a matrix organization Excellent written and verbal communication skills"-----------------

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Direct Walk-in for Bancassurance Channel Experience:-Min 6 months in Sales/Life Insurance/BFSI CTC:-Upto 3.75 LPA+Incentives Contact Person:-HR Snehal:8788255050

Hiring !! Relationship manager in EDELWISE LIFE INSURANCE Responsibilities Build and maintain strong relationships with bank staff and customers. Understand customer needs and recommend suitable life insurance products. Conduct sales presentations and product training for bank employees. Achieve sales targets and contribute to business growth. Monitor market trends and competitor activities to identify opportunities. Ensure compliance with regulatory requirements and company policies. Qualifications Bachelor's degree Proven experience in life insurance sales, preferably in bancassurance channels. Strong communication, negotiation, and presentation skills. Ability to build and maintain relationships with clients and partners. Goal-oriented with a track record of meeting or exceeding sales targets.

Eligibility Criteria: Eligibility: Candidates from Insurance or Banking backgrounds with a sales profile and experience in Open Architecture are preferred. Age Criteria: JB 10 – Up to 35 years | JB 11 – Up to 33 Years Required Candidate profile CTC Range – Up to 9 L – 12 L pa Qualification: Graduate mandatory For More Information Call or Whatsapp your resume: Afsana - 90813 69513

The Bancassurance Manager at HDFC Life is responsible for driving sales targets, and ensuring the successful implementation of business strategies. Role: Bancassurance Manager Industry Type: Insurance Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

JobPurpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. JobResponsibilities(JR)Actionable Sales Maintain Daily Sales Report CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident o Walk Ins o Portfolio o Referrals Friends Associates Family members o Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards o Activation o Pitch for enhancement of limits o Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers o MF/Insurance/RBI Bonds o Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. o Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. o Calling of customers who have not transacted and know the reasons. o Escalate to BM Product on any change in market situation threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit o To ensure such customers are engaged and brought back to bank fold o To cross sell loan products with other banks for which such transfer may take place o To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: o Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained o To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size o Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers o Includes persuading the customer to continue and if required renew FDs o Monitor large amount movements account closure from the deposit accounts and ensure that customer does not attrite o Ensure that the marketing analytics list on possible attrite, is called and retained ManagingClassicPortfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of Income generating Product Group Holding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievementofincomeplansand otherbenchmarkswithinportfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customerservices Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. Preventive complaint management Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process o Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode.

Job purpose : To Carry out the audit of branches departments etc. Job Description : Carrying out audits of large branchesunits independently. Carrying out audits of departments having regional operations across multipleb business functions. Keep himself/herself updated on Regulatory guidelines in the area of audit. Sampling of data extracted from core system (as part of pre-Audit preparation) to cull-out exception. Ensuring complete coverage of scope of review. Carrying out audit as per audit checklist Standard Audit Procedures. Collation and finalization of draft audit report (including preparation of executive summary). Discussion of audit report with the auditee (BM/CH Unit Head andor other functionaries of the departments). Assigning of risks to audit observations and arriving at an indicative audit rating (for cases where the overall findings do not indicate serious or critical lapses/reports which are not downgraded). Submitting a complete report to reviewer for review. To carry out spot audits. Review of User Acceptance Test and submit the findings and recommendation to his/her supervisor. Recommend for change in processes (as and when warranted and identified during his/her course of Audit review). Audit response review and closure. Audit database updation.

Job purpose : To Carry out the audit of branches departments etc. Job Description : Carrying out audits of large branchesunits independently. Carrying out audits of departments having regional operations across multipleb business functions. Keep himself/herself updated on Regulatory guidelines in the area of audit. Sampling of data extracted from core system (as part of pre-Audit preparation) to cull-out exception. Ensuring complete coverage of scope of review. Carrying out audit as per audit checklist Standard Audit Procedures. Collation and finalization of draft audit report (including preparation of executive summary). Discussion of audit report with the auditee (BM/CH Unit Head andor other functionaries of the departments). Assigning of risks to audit observations and arriving at an indicative audit rating (for cases where the overall findings do not indicate serious or critical lapses/reports which are not downgraded). Submitting a complete report to reviewer for review. To carry out spot audits. Review of User Acceptance Test and submit the findings and recommendation to his/her supervisor. Recommend for change in processes (as and when warranted and identified during his/her course of Audit review). Audit response review and closure. Audit database updation.

Job Role PB Classic Relationship Manager Branch Sales Manager Experience-Min 3 years to Any in Banking sector only. Location- Raipur, Bhilai, Ambikapur, Surajpur & Near by location. Role: Banking Operations - Other Industry Type: Banking Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Role Category: Banking Operations Education UG: Any Graduate PG: Any Postgraduate

Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

The ideal candidate for this role should be a postgraduate in any discipline from a reputable institution. It is essential that the graduation is regular without any backlogs at the time of interview and joining. Candidates specialized in Rural Development, Rural Marketing, or Sales & Marketing with a mindset to serve the rural population of India and a willingness to work in the field will be preferred. Your primary responsibilities will include driving business growth at branches, managing liabilities and assets, team management, acquiring new clients, ensuring performance and statutory compliance, overseeing business operations, and ensuring business compliance. To be considered for this position, you should be under the age of 26 and be willing to work in field/rural areas across India. Excellent written and oral communication skills, strong analytical skills, integrity, good sales and business acumen, service orientation, and target orientation are prerequisites for selection. This role offers the opportunity to contribute to business growth, manage teams, acquire new clients, and ensure compliance with business standards while serving the rural population of India.,

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience/Casa sales/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion