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1.0 - 6.0 years
4 - 4 Lacs
Dibrugarh, Bokaro, Jamshedpur
Work from Office
Roles and Responsibilities Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets Desired Candidate Profile Qualification - Min Graduate. Experience - 1yr of insurance sales exp Perks and Benefits CTC - Up to 4,5 Lakhs + Allowances and Incentives
Posted 2 weeks ago
1.0 - 6.0 years
4 - 4 Lacs
Dhanbad, Ranchi, Ramgarh
Work from Office
Roles and Responsibilities Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets Desired Candidate Profile Qualification - Min Graduate. Experience - 1yr of insurance sales exp Perks and Benefits CTC - Up to 4,5 Lakhs + Allowances and Incentives
Posted 2 weeks ago
0.0 - 2.0 years
1 - 2 Lacs
Abohar, Agra, Ajmer
Work from Office
Primary Responsibilities: Business Financials Meet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal Process Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactions Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning Innovation Maintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Abohar,Agra,Ajmer,Aligarh,Prayagraj,Alwar,Ambala,Amritsar,Badnagar,Baghpat,Bamanwas,Baran,Barara,Bareilly,Bari,Barnala,Barwani,Basti,Beawar,Bharatpur,Bathinda,Bhilwara,Bhiwani,Bijnor,Bilaspur,Bulandshahr,Bundi,Chandigarh,Chaurah,Dausa,Dehradun,Deoli,Deoria,Dhamnod,Durg,Ellenabad,Faridabad,Fatehabad,Fazilka,Firozpur,Firozabad,Ganganagar,Ghaziabad,Gidderbaha,Goniana,Gorakhpur,Gurugram,Gwalior,Haldwani,Hanumangarh,Hapur,Hardoi,Haridwar,Hathras,Hisar,Indira,Indore,Jaipur,Jalandhar,Jabalpur,Jaunpur,Jhajjar,Jhalawar,Jind,Jodhpur,Kaithal,Kanpur,Kapurthala,Karnal,Kekri,Khargone,Khera,Khurja,Kidwai,Kishangarh,Kota,Kotli,Kotputli,Kurukshetra,Lucknow,Ludhiana,Madhwapur,Maharajganj,Malout,Mandasa,Mathura,Meerut,Modinagar,Moradabad,Muktsar,Nagda,Naraingarh,Narnaul,Narwana,Neem,New Delhi,Noida,Palin,Palwal,Panchkula,Panipat,Patiala,Pithampur,Raebareli,Raipura,Rajnandgaon,Rewari,Rohtak,Roorkee,Rupnagar,Rudrapur,Saharanpur,Samalkota,Samrala,Sanawad,Sandila,Sangamner,Sangrur,Sarsawa,Sawali,Sameli,Shikohabad,Shyampur,Sikandrabad,Sikar,Sirsa,Sohna,Sonipat,Sultanpur,Suratgarh,Thana,Tikari,Tonk,Udaipura,Ujjain,Varanasi,Vikas,Yamuna
Posted 2 weeks ago
4.0 - 7.0 years
5 - 9 Lacs
Agartala, Asansol
Work from Office
Position description: This role is responsible for driving theentire business targets for liabilities assigned to the branch; Manage exceptionalcustomer service, proactive sales environment and efficient branch operations,while adhering to regulations/compliance requirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branch operations, cash management and servicequality; work closely with product and marketing teams to drive campaigns attheir branches. This role monitors daily performance of branchstaff and manages a team of 10 to 15 employees. This role manages leadership reporting ofBOO/BOSM & BSM. In certain cases will have dotted linereporting of few Silver & Gold Branch Heads reporting to them This role is assigned higher targets for theirrespective branches and is applicable only to Platinum & Titanium Branches. Primary Responsibilities: BusinessImplement branch specific marketing communication strategies to continuously strengthen the Ujjivan brandThis role is responsible for driving the entire business targets for liabilities assigned to the branch Manage exceptional customer service proactive sales environment and efficient branch operations while adhering to regulationscompliance requirements Focus on retaining existing customers increasing the customer base and crossselling Ujjivan products and servicesOversee branch operations cash management and service quality work closely with product and marketing teams to drive campaigns at their branches Monitor daily performance of branch staff To manage a team of 10 to 15 employees To manage leadership reporting of BOOBOSM BSMIn certain cases they will have a dotted line reporting of few Silver Gold Branch Heads reporting to them Will be assigned higher targets for their respective branchesCascade targets the branch targets to the respective staffs and ensure achievement is tracked through periodic reviewsEnsure all deferrals taken are cleared within the specific period Monitor the overall portfolio of the branch ensure adherence to compliance and regulatory norms are metService Quality Ensure customers are educated about all productsservices offered by Ujjivan Ensure courteous customer service is offered to customers by the branch staff Reduce customer attrition by guiding CCRs on exit interviews customer engagement programs etcLead customer connect initiatives in the branch vicinity Operations Oversee and ensure efficiency in branchATM operations through adherence to TAT for various internal and customer end processes drive utilization of alternate channels Ensure compliance with banking guidelines quality framework and audit requirements ensure speedy resolution of any audit observations and take necessary steps to prevent recurrenceensure compliance with Know Your Customer KYC Anti Money Laundering AML audit and other regulations applicable laws in the branchMonitor control minimize all expenses in the Branch such as telephone consumption of stationery computer consumables electricity and other overheads without sacrificing quality Oversee accurate cash management and tallying of accounts in the system through the Cashier Accountable for branch safety including security of cashvault etc Learning PerformanceEnsure that all members of the Branch staff are up to date on all relevant circulars and all productsservices offered in the BranchEnsure adherence to training mandays mandatory training programs for self and reporteesEnsure goalsetting midyear review and annual appraisal process within specified timelines for self and reporteesMonitor performance of staff against defined goalsmetrics and take corrective action wherever required undertake disciplinary and attendance monitoring for liabilities sales team and branch operations team Coordinate with state HR on people related matters support branch activities to foster teamwork and continuously make Ujjivan a great place to workEnsure coordination between staff of different teams to build a collaborative spirit and shared sense of purpose which could also enable crosssell and overall target achievement Location - Agartala,Asansol,Bakshi,Barasat,Berhampore,Bhagwanpur,Bhubaneswar,Chowk,Deoghar,Dhanbad,Hazaribag,Howrah,Jehanabad,Kamrup,Kankurgachi,Kasba,Kharagpur,Korha,Kolkata,Lalpur,Muzaffarpur,Nagar,Patna,Puri,Raiganj,Ranchi,Saguna,Silchar,Siliguri
Posted 2 weeks ago
1.0 - 5.0 years
1 - 5 Lacs
Ahmedabad, Ahmednagar, Akurdi
Work from Office
The incumbentwill be primarily responsible for providing Financial solutions to meet therequirements of the existing Mapped customers and ensure value added customerservice as well as acquiring New to Bank CASA Customers. Responsiblefor handling the portfolio of existing Mapped CASA customers and generatingrevenue / book growth Responsiblefor increasing Liabilities book size of relationships via balances in accountsof existing mapped CASA customers or through Term Deposits, Cross selling of MF/ Insurance, Loan products, acquiring family accounts and retaining therelationship To acquirepre-fixed New to Bank CASA customers through Open Market referrals / Referralsfrom existing CASA client base / BTL Initiatives & other tie ups Should be inclose contact with the existing customers through personal visits, mailers andphone calls and share insights on the fluctuations in interest rates, FD ratesand various product offerings. Informscustomers of new products or product enhancements to further expand the bankingrelationship. Maintainscomplete relationship record for assigned customer accounts. Ensurecontinuity of high quality service, product delivery, and responsiveness tocustomer needs Trackscustomer complaints/queries and turnaround times for customer satisfaction. Responsibleto be abreast with all policies relating to operational risk, sales processes,mis-selling etc and ensure compliance with the same. Developeffective ways to promote Brand awareness & Product proposition that leadto measurable business results Primary Responsibilities: Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values Additional Responsibilities: Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: Role: Years of experience: Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation: Location - Ahmedabad,Ahmednagar,Akurdi,Anand,Vadodara,Bharuch,Borivali,Chembur,Chowk,Dombivli,Gandhinagar,Goregaon,Hyderabad,Jalgaon,Jamnagar,Mira,Mumbai,Nadiad,Nagpur,Naroda,Nashik,Pune,Rajkot,Santacruz,Sion,Solapur,Surat,Thane,Valsad
Posted 2 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
Bengaluru
Work from Office
ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE 50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130+ calls handled per day Manage 3000+ customer portfolio KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in any discipline Experience (Years and Core Experience Type) 1+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude. Certifications NA Functional Skills Relationship Management Sales Banking Customer Relationship Upselling and Cross Selling Behavioral Skills Good communication skills both oral and written Good interpersonal management skills Problem solving skills Decision making ability Competencies Banks Product Knowledge Planning and Organizing Skills Sales and Influencing Skills Awareness of Banking regulations KEY INTERACTIONS INTERNAL EXTERNAL Operations team Branch team Products team Service Quality Deliverables team NTB/ETB Customers Referrals
Posted 2 weeks ago
0.0 - 3.0 years
2 - 5 Lacs
Abohar, Agra, Ajmer
Work from Office
Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms Coordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactions Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning Innovation Maintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Abohar,Agra,Ajmer,Aligarh,Alwar,Ambala,Amritsar,Badnagar,Baran,Barara,Bareilly,Barnala,Barwani,Bharatpur,Bathinda,Bhilwara,Bhiwani,Bilaspur,Bulandshahr,Bundi,Chandigarh,Chaurah,Dausa,Dehradun,Deoli,Dhamnod,Dhar,Durg,Ellenabad,Faridabad,Fatehabad,Fazilka,Firozpur,Firozabad,Ganganagar,Ghaziabad,Gidderbaha,Goniana,Gurugram,Gwalior,Haldwani,Hanumangarh,Hapur,Haridwar,Hathras,Hisar,Indore,Jaipur,Jalandhar,Jhajjar,Jhalawar,Jind,Jodhpur,Kaithal,Kapurthala,Karnal,Kekri,Khandwa,Khargone,Khera,Khurja,Kishangarh,Kota,Kotli,Kotputli,Kurukshetra,Ludhiana,Madhwapur,Mandasa,Mathura,Meerut,Modinagar,Moradabad,Muktsar,Nagar,Nagda,Naraingarh,Narnaul,Narwana,Neem,New Delhi,Palin,Palwal,Panchkula,Panipat,Patiala,Pithampur,Raipura,Rajnandgaon,Rewari,Rohtak,Roorkee,Rupnagar,Rudrapur,Saharanpur,Samalkota,Samrala,Sanawad,Sangamner,Sangrur,Sawali,Shikohabad,Sikandrabad,Sikar,Sirsa,Sohna,Sonipat,Suratgarh,Thana,Tonk,Udaipura,Ujjain,Vikas,Yamuna
Posted 2 weeks ago
6.0 - 11.0 years
12 - 20 Lacs
Gandhinagar, Vadodara
Work from Office
Key Responsibilities: Manage the overall branch operations and ensure compliance with banking regulations. Drive sales of retail banking products like CASA, loans, insurance, and investment products. Achieve branch targets related to revenue, customer acquisition, and portfolio growth. Lead and motivate the branch team to deliver strong performance. Handle high-value customers and ensure smooth relationship management. Monitor customer service standards and address customer grievances promptly. Ensure proper audit and compliance as per bank guidelines. Build strong local market relationships for business generation.
Posted 2 weeks ago
11.0 - 14.0 years
3 - 7 Lacs
Sikar, Jaipur
Work from Office
We are looking for a skilled Business Development Manager with 11 years of experience to join our team at Equitas Small Finance Bank in the BFSI industry. The ideal candidate will have a strong background in liabilities, branch banking, and business development. Roles and Responsibility Develop and implement effective business strategies to achieve organizational goals. Manage and maintain relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the industry. Provide excellent customer service and support to ensure high levels of client satisfaction. Job Requirements Proven experience in business development, preferably in the BFSI industry. Strong knowledge of liabilities, branch banking, and business development principles. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and decision-making skills with attention to detail. Experience working with financial institutions or similar industries is advantageous.
Posted 2 weeks ago
7.0 - 10.0 years
5 - 9 Lacs
Faridabad
Work from Office
We are looking for a highly skilled and experienced Senior Key Account Manager to join our team at Equitas Small Finance Bank in the BFSI industry. The ideal candidate will have 7-10 years of experience in corporate salary acquisition, with a strong background in liabilities, branch banking, and corporate sales. Roles and Responsibility Manage and develop key accounts for corporate clients, focusing on liabilities and branch banking services. Identify new business opportunities and expand existing client relationships through effective sales strategies. Develop and implement tailored solutions for corporate clients, leveraging expertise in corporate salary acquisition. Collaborate with internal teams to ensure seamless delivery of banking services to clients. Analyze market trends and competitor activity to stay ahead in the competitive BFSI landscape. Build and maintain strong relationships with key stakeholders, including clients, partners, and internal teams. Job Requirements Proven experience in corporate salary acquisition, preferably in the BFSI industry. Strong understanding of liabilities, branch banking, and corporate sales principles. Excellent communication, negotiation, and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and strategic thinking. Experience working with senior management teams and contributing to business growth initiatives.
Posted 2 weeks ago
1.0 - 4.0 years
1 - 4 Lacs
Ballari, Hubli
Work from Office
We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in liabilities, branch banking, or business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the industry. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong understanding of BFSI industry dynamics and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in managing multiple priorities and projects simultaneously. Strong leadership and team management skills.
Posted 2 weeks ago
4.0 - 9.0 years
2 - 5 Lacs
Karnataka
Work from Office
We are looking for a highly skilled and experienced Territory Sales Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in liabilities, branch banking, and institutional banking. Roles and Responsibility Manage and develop sales strategies to achieve business objectives. Build and maintain relationships with key stakeholders, including government agencies and TASC businesses. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive growth and revenue. Analyze market trends and competitor activity to stay ahead in the market. Develop and implement effective sales plans to meet targets. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in liabilities, branch banking, or institutional banking. Strong knowledge of government and TASC business operations. Excellent communication, interpersonal, and negotiation skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Experience in managing and developing sales teams is an added advantage.
Posted 2 weeks ago
4.0 - 5.0 years
1 - 4 Lacs
Haryana
Work from Office
We are looking for a skilled Personal Banker with 4-5 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and personal banking. Roles and Responsibility Manage and maintain relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and ensure client satisfaction. Develop and implement effective sales plans to meet business objectives. Collaborate with internal teams to achieve common goals. Stay updated with industry trends and competitor activity. Job Requirements Minimum 4-5 years of experience in personal banking or a related field. Strong knowledge of liabilities, branch banking, and personal banking products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with small finance banks is an advantage.
Posted 2 weeks ago
6.0 - 7.0 years
2 - 4 Lacs
Panipat
Work from Office
We are looking for a skilled Branch Relationship Manager with 6-7 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and relationship management. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Develop and implement effective strategies to acquire new customers and expand the client base. Conduct regular customer visits to understand their needs and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services. Identify cross-selling opportunities to maximize revenue growth. Analyze market trends and competitor activity to stay ahead in the competition. Job Requirements Proven experience in branch banking, preferably in liabilities or relationship management. Strong knowledge of BFSI industry trends and regulations. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify growth opportunities. Experience working with small finance banks or similar institutions is an advantage.
Posted 2 weeks ago
2.0 - 4.0 years
1 - 4 Lacs
Jodhpur
Work from Office
We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to drive business growth and improve overall performance. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Job Requirements Proven experience as a Business Development Officer or similar role in the BFSI industry. Strong understanding of liabilities, branch banking, and business development principles. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Experience working with small finance banks or similar institutions is an added advantage.
Posted 2 weeks ago
3.0 - 4.0 years
1 - 4 Lacs
Haryana
Work from Office
We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-4 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to drive business growth and improve overall performance. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong understanding of the BFSI industry, particularly in liabilities, branch banking, or business development. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Experience working with financial products and services is an added advantage. Ability to build and maintain strong relationships with customers and stakeholders.
Posted 2 weeks ago
3.0 - 8.0 years
1 - 4 Lacs
Karnataka
Work from Office
We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3 to 8 years of experience in liabilities, branch banking, or business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the industry. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong understanding of BFSI industry and regulations. Proven track record of achieving sales targets and driving business growth. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Experience working with small finance banks or similar institutions is preferred.
Posted 2 weeks ago
2.0 - 4.0 years
1 - 2 Lacs
Solapur
Work from Office
We are looking for a highly skilled and experienced Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or current accounts. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to achieve business objectives. Collaborate with internal teams to ensure seamless delivery of products and services. Provide exceptional customer service and resolve client queries promptly. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of liabilities, branch banking, and current accounts. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with relationship officers or similar roles is advantageous. Familiarity with the BFSI industry and its regulations is beneficial.
Posted 2 weeks ago
0.0 - 3.0 years
1 - 4 Lacs
Udaipura, Chittaurgarh
Work from Office
We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-3 years of experience in the BFSI industry, with a strong background in liabilities, branch banking, and business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to develop and execute marketing campaigns and promotions. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong understanding of the BFSI industry, including liabilities, branch banking, and business development. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Experience working with financial institutions or banks is an advantage. Ability to build and maintain strong relationships with customers and colleagues.
Posted 2 weeks ago
3.0 - 4.0 years
1 - 2 Lacs
Ghaziabad
Work from Office
We are looking for a skilled Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-4 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, and current accounts. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to expand the client base. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Develop and implement effective relationship management plans to drive business results. Analyze market trends and competitor activity to stay ahead in the industry. Job Requirements Strong knowledge of liabilities, branch banking, and current accounts. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is preferred. Familiarity with relationship management principles and practices.
Posted 2 weeks ago
3.0 - 8.0 years
1 - 5 Lacs
Bengaluru
Work from Office
We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3 to 8 years of experience in the BFSI industry, with expertise in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough needs analysis to understand customer requirements and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with industry trends and competitor activity to stay ahead in the market. Job Requirements Proven experience in premium acquisition, preferably in the BFSI industry. Strong knowledge of liabilities, branch banking, and premium acquisition principles. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other banking systems is an added advantage.
Posted 2 weeks ago
2.0 - 7.0 years
1 - 4 Lacs
Chennai
Work from Office
We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in liabilities, branch banking, or business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the industry. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong understanding of BFSI industry dynamics and regulations. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Experience in managing multiple priorities and tasks effectively. Strong leadership and team management skills to motivate and inspire teams. A graduate degree is required for this position.
Posted 2 weeks ago
0.0 - 2.0 years
1 - 2 Lacs
Ahmedabad, Ahmednagar, Akurdi
Work from Office
Designation: Customer Relationship Officer (UB-RB-SB-CRO), Customer Relationship Officer (UB-RB-EB-CRO), Customer Relationship Officer (UB-RB-NB-CRO), Customer Relationship Officer (UB-RB-WB-CRO), Customer Relationship Officer (UB-MB-EB-CRO), Customer Relationship Officer (UB-MB-WB-CRO), Customer Relationship Officer (UB-MB-NB-CRO) Office Location: Jalgaon , Vadodara , Solapur , Ahmednagar , West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4408-DP Road, West 4409-Nashik Road, West 4410-Cidco, West 4411-Koparkhairne West 4412-ThaneWest 4413-ChemburWest 4414-Govandi MankhurdWest 4415-KondhwaWest 4416-KalyanWest 4419-AmbarnathWest 4420-DombivliWest 4422-LBS RoadWest 4423-Nashik CentralWest 4427-ChakalaWest 4428-UdhanaWest 4430-Parvat GamWest 4431-KapodraWest 4432-KharadiWest 4433-GoregaonWest 4435-BorivaliWest 4436-SionWest 4438-SantacruzWest 4441-NavsariWest 4442-Harni RoadWest 4443-Makarpura RoadWest 4447-AkotaWest 4448-AnkaleshwarWest 4449-BharuchWest 4450-AhmednagarWest 4452-SataraWest 4453-KaradWest 4454-GarkhedaWest 4455-Samarth NagarWest 4456-BhiwandiWest 4457-VapiWest 4458-SolapurWest 4460-SangliWest 4462-KamotheWest 4463-NadiadWest 4464-KolhapurWest 4465-Nava VadajWest 4467-Naroda PatiyaWest 4468-CTMWest 4470-IchalkaranjiWest 4472-BardoliWest 4473-ValsadWest 4474-JalgaonWest 4475-BhusawalWest 4479-MehsanaWest 4480-HimmatnagarWest 4482-Mavdi ChowkWest 4483-Shastri MaidanWest 4490-RajpiplaWest 4491-VyaraWest 4493-LaturWest 4495-Byramji TownWest 4496-C A RoadWest 4498-BhavnagarWest 4499-BotadWest 4505-VirarWest 4507-KaniyelWest 4510-KhadanaWest 4511-GodthalWest 4513-BadodaraWest 4514-ParsanatajWest 4515-AnandWest 4516-JamnagarWest 4517-GodharaWest 4518-Prahalad NagarWest 4519-DahodWest 4520-MorbiWest 4523-NandedWest 4524-ModasaWest 4526-ChandrapurWest 4527-HalolWest 4530-TransadWest 4531-AmbavWest 4532-BorolWest 4534-GhatkoparWest 4538-JalnaWest 4539-GandhidhamWest 4540-PusadWest 4541-BodeliWest 4542-VadaliWest 4544-JasdanWest 4549-Fulchurnaka/Awantibai ChowkWest 4550-LunawadaWest 4558-Narol Circle /Hathijan CircleWest 4506-KahanwadiWest 4529-KharivavdiWest 4504-MalvanWest 4512-BhaladaWest 4407-PimpriWest 4509-NavakhalWest 4502-Bhoj Position description: Customer Relationship Officer Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Ahmedabad,Ahmednagar,Akurdi,Ambarnath,Ambejogai,Anand,Anklav,Aurangabad,Bardoli,Vadodara,Beed,Bharuch,Bhavnagar,Bhiwani,Bhusawal,Bodeli,Borivali,Botad,Chandrapur,Chembur,Chikhli,Chowk,Dahod,Dholka,Dombivli,Gandhidham,Ghatkopar,Gondiya,Goregaon,Govandi,Halol,Himatnagar,Hyderabad,Ichalkaranji,Jalgaon,Jalna,Jamnagar,Jasdan,Karad,Kheda,Kolhapur,Latur,Lunawada,Malwan,Mehsana,Modasa,Morbi,Mumbai,Nadiad,Nagpur,Nanded,Naroda,Nashik,Navsari,Panvel,Patan,Petlad,Pimpri,Pune,Pusad,Rajkot,Rajpipla,Sangli,Santacruz,Satara,Sion,Solapur,Surat,Thane,Vadali,Valsad,Vapi,Virar,Vyara
Posted 2 weeks ago
1.0 - 2.0 years
2 - 4 Lacs
Sikar, Jaipur
Work from Office
We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to drive business growth and improve overall performance. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong understanding of the BFSI industry, particularly in liabilities, branch banking, or business development. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Experience working with financial products and services is an added advantage. Ability to build and maintain strong relationships with customers and colleagues.
Posted 2 weeks ago
2.0 - 4.0 years
3 - 7 Lacs
Fatehabad, Agra, Aligarh
Work from Office
Customer Acquisition: Identify and target potential clients for current accounts, including individuals, small businesses, and corporates. Utilize various channels such as cold calling, referrals, and networking to generate leads. foundit Relationship Management: Develop and maintain strong relationships with new and existing customers. Provide personalized banking solutions to meet their financial needs and ensure long-term satisfaction. Location: Agra,Aligarh,Fatehabad,Jind,Kanpur,Lucknow,Meerut,Nagar,New Delhi,Panipat,Sikandrabad
Posted 2 weeks ago
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