1301 Branch Banking Jobs - Page 26

Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key 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. Desired Experience: Years of experience (range): 1 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 13-06-2025 Timing :10 am to 3 pm Positions: Business Development Officer Equitas Small Finance Bank Ltd Interview Venue: MG PLAAZA,4/A,VENGALRAO NAGAR,SR NAGAR,HYDERABAD-500038

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

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

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

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

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

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

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

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

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

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

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

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

Relationship Manager - Business Banking role at IndusInd Bank involves acquiring new customers, deepening existing relationships, and offering a range of products and services tailored to the unique requirements of business clients while ensuring compliance, and driving business growth. Role Details Drive the growth and expansion of the business banking portfolio. Develop and execute strategies to acquire new customers, deepen relationships with existing clients, and enhance the overall profitability of the Business Banking segment. Overall Job Description Strategic Planning: - Develop and implement strategic plans to achieve growth targets for the business banking portfolio, in alignment with the bank's overall business objectives. Identify market opportunities, customer segments, and product offerings to capitalize on emerging trends and drive sustainable growth. Customer Acquisition: - Lead customer acquisition initiatives by identifying and targeting prospective Large and medium-sized enterprise, SME clients through effective marketing campaigns, outreach programs, and referral networks. Relationship Management: - Build and maintain strong relationships with existing SME clients, serving as a trusted advisor and understanding their unique needs and preferences. Proactively engage with clients to deepen relationships, identify cross-selling opportunities, and maximize customer lifetime value Cross-Selling and Upselling: - Identify cross-selling and upselling opportunities within the existing client base to promote additional banking products and services, such as loans, deposits, cash management, and trade finance solutions Financial Advisory: - Provide financial advisory services to SME clients, including cash flow management, working capital optimization, and risk mitigation strategies. Offer insights and recommendations on banking products, market trends, and industry best practices to help clients achieve their business objectives. Collaboration and Stakeholder Management: - Collaborate with cross-functional teams, including sales, marketing, operations, and risk management, to ensure alignment and coordination of growth initiatives. - Engage with internal stakeholders, senior management, and external partners to communicate growth strategies, progress updates, and performance metrics. Compliance and Regulatory Governance: - Ensure compliance with regulatory requirements, internal policies, and risk management standards governing business banking activities. Conduct customer due diligence, KYC & AML checks Desired Behavioral / Functional Traits Excellent communication, and interpersonal skills, with the ability to influence and collaborate effectively with internal and external stakeholders Proven experience in business development, sales management, or strategic planning within the banking or financial services industry, with a focus on SME/business banking Strong understanding of working capital, CC, OD products, services, and customer segments.

Experience: 1 to 5 years Maximum Age : 35 Years Vacancies for the following post- 1. BUSINESS DEVELOPMENT OFFICER 2. RELATIONSHIP MANAGER Note: #Candidates should be Graduate in regular stream is must with relevant experience in mentioned domain and can join us at the earliest. # Kindly do not pay any money to any person on behalf of ESAF Small Finance Bank for job offers. Interested candidates can share their CV on below WhatsApp no Mr. Abiel : 8714084222

SM / SSM / ABM with Future Generali Life Insurance - Agency Channel CTC : 3 - 6 Lakhs CTC negotiable based on currrent CTC Recruiting & Managing a team of 7-10 agents & achieve sales through them Reporting to BM Send your CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 3 year sales experience can appply . Candidates from Insurance, Banking , financial product sales have added advantage Send your CV to bookmark.hr@gmail.com

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Urgent Opening for Relationship Manager / Senior RM / Bancassurance Manager with leading Insurance companies - Bancassurance Channel CTC : 3 - 5.5 Lakhs + incentives To Handle 2 to 3 branches of the assigned bank , convert bank leads into sales Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products / BFSI Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Qualifications : Graduation Minimum: 5 years of experience in NBFC operations Out of the total, at least 1 year should be in a Branch Manager role All Kerala Openings Gender: - Male or Female

Role & responsibilities Job description About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the 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: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Preferred candidate profile

Plays a pivotal role in driving growth, profitability, and customer satisfaction within the Retail Banking segment. Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Ownership of Underperforming RMs basis K.O parameters i.e. Income, Credit Card, Digital, Retail Assets, Business Assets, Insurance, CASA Units. Developing strategies to achieve ambitious financial targets, drive revenue growth through effective sales strategies, cross-selling, and upselling of financial products and service to ensure to have maximum market share. Key decision-maker, fostering a strong customer-centric culture while ensuring compliance with all regulatory requirements Monitor and Manage branch financial performance and expenses efficiently, optimizing resource utilization and controlling costs. Analyze financial performance data to identify areas for improvement and implement corrective actions. Ensure timely and accurate reporting of all financial data to higher management. Foster a cohesive and productive work environment to enhance team productivity and engagement by timely trainings, guidance and mentorship.

Job Name: Region Head Third Party Distribution Grade: Up to G5 Description The candidate would be responsible for driving and achieving TPD fee numbers for particular region. He will manage it with various life insurance general insurance, investment and ysl partners and their manpower. He will engage and drive Branch banking team like RH, CH, BM, RM, PB , SO, 1. Proliferation of Insurance and investment business in the region. 2. Driving various sales related initiative like RNR, productivity equation etc. 3. Driving Branch banking team including sellers and leaders towards desired fee objective and productivity equations. 4. Coordinating with and monitoring partner's ( insurance, investment, ysl) manpower for creating synergies between branch banking team and partners team. 5. Setting monthly goals on above mentioned products, creating a execution plan for various product line. Ideal candidate should have 1. Worked in bancassurance ecosystem in sales function, having an interest towards investment and broking products but we can also look at some one who has worked as a channel manager in any bank where job involves influencing stakeholders without direct reporting

. Key Highlights of the Role: Managing and driving Demat and Investment product sales through Banca channels. Building and nurturing strong relationships with bank branches to generate consistent business. Cross-selling and up-selling financial products like Mutual Funds, Equities, and other investment solutions. Target-driven role with excellent growth prospects in the capital markets space. We are looking for professionals with 1-3 years of experience in Banca, Demat sales, or BFSI channel sales who are passionate about building long-term client relationships and driving investment product penetration.If this opportunity interests you, please feel free to share your updated resume, and I would be happy to discuss the details further. Alternatively, you can also reach me at 9840639517.

Managing Sales Operations and overall functioning of the branch. Cost Management and Cost-effectiveness at the branch to ensure profitability, also ensure that the branch adheres to the Know Your Customer (KYC) and Anti Money Laundering (AML).

Bancassurance