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5.0 - 10.0 years
7 - 12 Lacs
mumbai
Work from Office
The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored ficial solutions. This role is integral to the success of our Branch Banking-Service department, as it drives business growth and enhances client satisfaction. A bachelors degree in fice, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of ficial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and establish tr...
Posted 2 weeks ago
0.0 - 2.0 years
2 - 4 Lacs
kolkata, new delhi, pune
Work from Office
This is an Internal document Job Title: Relationship Officer - 811 Digital Sales Grade: M1 - Have good awareness of Corporates with entry point links in those corporates Good Communication Presentation Skills required since he will be focusing on core corporates for Digital Banking Cross sells bank products to existing set of Corp Sal customers which are mapped Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products Goes beyond the professional need of the customer by providin...
Posted 2 weeks ago
3.0 - 8.0 years
8 - 12 Lacs
bengaluru
Work from Office
Roles and Responsibility Manage and maintain client relationships to ensure high levels of satisfaction and retention. Develop and implement effective account management strategies to drive business growth. Collaborate with cross-functional teams to deliver exceptional customer service and support. Identify and pursue new business opportunities to expand the company's presence in the market. Analyze customer feedback and provide insights to improve overall customer experience. Build and maintain strong relationships with clients to ensure long-term partnerships. Job Requirements Proven experience in offshore account management or a related field. Strong understanding of the software services...
Posted 2 weeks ago
1.0 - 4.0 years
4 - 6 Lacs
hyderabad, chennai, bengaluru
Work from Office
Job Summary: We are seeking a highly skilled and proactive SME Portfolio Manager to manage and oversee the portfolio of small and medium enterprise (SME) clients. The ideal candidate will be responsible for assessing credit risk, managing relationships, monitoring portfolio performance, and ensuring growth and profitability while minimizing risks. Key Responsibilities: Manage and monitor the SME loan portfolio to ensure credit quality and asset performance. Analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of SME clients. Develop and maintain strong relationships with SME clients to understand their business needs and offer tailored financia...
Posted 2 weeks ago
4.0 - 9.0 years
4 - 9 Lacs
jalgaon
Work from Office
Job Role - Relationship Manager Location-Jalgaon Department - Emerging Enterprise Group Job Description - To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership. Key Responsibilities: Develop and execute business strategies to enhance profitability and efficiency within the SME sector. Manage and grow relationships with key SME clients, ensuring their financial needs are met and aligning bank services with their business goals. Lead EEG initiatives that contribute to market leadership and innovation in SME banking. Collaborate with cross-functional teams to develop customized financial solutions that address client-specifi...
Posted 2 weeks ago
2.0 - 5.0 years
4 - 8 Lacs
mumbai, borivali, chembur
Work from Office
Meet the settargets on current account in terms of open market acquisition Focus on buildingthe current account book for the bank Understand need and acquirecustomers who meet the criteria for liability products through either of thebelow channels: Leads generated by branch staff and personalleads Referrals generated from existing customers Alternate channels Maintain thedatabase of the prospects, meet select prospects and manage the relationshipthereafter Accompany MSEstaffs on the field for actively driving conversion of existing borrowingcustomers into liabilities customers Cross sellother products of Ujjivan such as QR, POS & TPP and pass on quality leadsto respective MSE loan officers S...
Posted 2 weeks ago
5.0 - 10.0 years
10 - 17 Lacs
new delhi, gurugram, delhi / ncr
Work from Office
Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding o...
Posted 2 weeks ago
12.0 - 14.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Job Requirements Job Description Job Title Cluster Manager-Business Banking Business Unit - Retail Banking Function Business Banking Job Purpose The role entails managing and scaling up the Business banking business network for the assigned branches by creating strategies to achieve growth targets for the branches by managing operations and resources in the most cost efficient and technology effective manner. It also entails developing constructive relationships with key local dealers and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. It is accountable to ensure expansion of branch footprint, product p...
Posted 2 weeks ago
10.0 - 12.0 years
0 Lacs
jaipur, rajasthan, india
On-site
Job Requirements Work Experience Job Title Regional Head Place of Work - Bangalore Business Unit - Retail Banking Function Business Banking Job Purpose The Regional Head of Business Banking is a senior leadership role responsible for overseeing and driving the performance of business banking operations within a designated region. This includes managing teams, achieving financial targets, driving book growth, enhancing customer experience, and ensuring compliance with regulatory standards. The role requires a strategic mindset, strong leadership, an in-depth understanding of the business banking and collaboration with teams - Product, Operations, Sales, IT, Credit, BIU and other stakeholders....
Posted 2 weeks ago
5.0 - 10.0 years
8 - 9 Lacs
mumbai
Work from Office
The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored ficial solutions. This role is integral to the success of our Branch Banking-Service department, as it drives business growth and enhances client satisfaction. A bachelors degree in fice, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of ficial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and establish tr...
Posted 2 weeks ago
2.0 - 7.0 years
5 - 10 Lacs
pune, mumbai (all areas)
Work from Office
Key Responsibilities Develop and execute a sales strategy for working capital products (e.g. cash credit, invoice discounting, supply chain financing, receivables finance) Identify, prospect, and pitch to target clients (SMEs, corporates) who require working capital solutions Analyze clients financials, creditworthiness, industry, cash flows to propose suitable working capital solutions Structure customized offers, negotiate terms, pricing, collateral/security, and finalize contracts Manage relationships with clients, ensure onboarding, support, and portfolio servicing Coordinate with credit, risk, legal, operations teams to ensure approvals, documentation, compliance Monitor sales pipeline,...
Posted 2 weeks ago
2.0 - 6.0 years
4 - 8 Lacs
gurugram, bengaluru
Work from Office
As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
ahmedabad
Work from Office
The Premier Acquisition Manager Business Banking is responsible for acquiring and managing high-value Current Account (CA) customers and driving business banking product penetration. The role involves sourcing new-to-bank customers, building family banking relationships, and generating revenue through cross-sell and third-party products. The candidate should have strong customer orientation, high energy levels, and prior experience in sourcing and managing business banking clients. Achieve business objectives for Retail Liabilities Sales at the branch level, focusing on value, volume, and channel productivity. Source and onboard high-value Current Account customers and their family banking r...
Posted 2 weeks ago
5.0 - 10.0 years
8 - 9 Lacs
mumbai
Work from Office
The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored financial solutions. This role is integral to the success of our Branch Banking-Service department, as it drives business growth and enhances client satisfaction. A bachelors degree in finance, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of financial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and est...
Posted 2 weeks ago
6.0 - 13.0 years
8 - 9 Lacs
hyderabad
Work from Office
The Premier Acquisition Manager Business Banking is responsible for acquiring and managing high-value Current Account (CA) customers and driving business banking product penetration The role involves sourcing new-to-bank customers, building family banking relationships, and generating revenue through cross-sell and third-party products The candidate should have strong customer orientation, high energy levels, and prior experience in sourcing and managing business banking clients Achieve business objectives for Retail Liabilities Sales at the branch level, focusing on value, volume, and channel productivity Source and onboard high-value Current Account customers and their family banking relat...
Posted 2 weeks ago
4.0 - 9.0 years
14 - 18 Lacs
mumbai, pune, surat
Work from Office
We are looking for a skilled professional with 4 to 9 years of experience to lead our retail institutions and government banking team in Ujjivan Small Finance Bank Limited. The ideal candidate will have a strong background in banking and management, with excellent leadership skills. Roles and Responsibility Manage and oversee the daily operations of retail institutions and government banking. Develop and implement strategies to enhance customer satisfaction and increase business growth. Lead and motivate a team of professionals to achieve their goals. Build and maintain relationships with key stakeholders, including government officials and community leaders. Analyze market trends and compet...
Posted 2 weeks ago
5.0 - 10.0 years
8 - 9 Lacs
mumbai
Work from Office
The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored financial solutions. This role is integral to the success of our Branch Banking-Service department, as it drives business growth and enhances client satisfaction. A bachelors degree in finance, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of financial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and est...
Posted 2 weeks ago
0.0 - 2.0 years
2 - 4 Lacs
hyderabad
Work from Office
Spot patterns, enabling you to quickly identify and highlight areas that can be improved Juggle priorities to ensure that members get the best support experience Tackle tough banking challenges such as unfamiliar transactions, missing payments, and direct debits Help mentor new members of the team, and support them with your wisdom and experience and help out with common back office tasks WHAT WE ARE LOOKING FOR The ideal candidate will have: Excellent spoken and written French skills Good spoken and written English skills Proficiency in using industry tools such as Kustomer, GSuite, and Jira. Confidence talking with our customers to help them get the most from their current account A knack ...
Posted 2 weeks ago
3.0 - 8.0 years
5 - 9 Lacs
udaipur, ahmedabad, mumbai (all areas)
Work from Office
Role & responsibilities Review and assess a broad range of complex loan applications within defined guidelines and accordingly take decision or recommend for approval to higher authori es. Under write proposals as per the laid down policies & procedure. Conduct personal discussion with customers to establish credit worthiness and ensure comple on of credit/KYC documents and verifica on- telephonic, field & collateral visits. Assess income to obliga on ra os, in depth knowledge of ra onal behind calcula on of ra os and its impact on loan performance during the loan tenure. Maintain Por olio MIS, Delinquency MIS and other opera ons related MIS of the cluster and regularly repor ng the same. Bu...
Posted 2 weeks ago
8.0 - 10.0 years
8 - 9 Lacs
mumbai
Work from Office
The Premier Acquisition Manager will be responsible for developing and executing strategic plans to acquire high-value business clients. This role requires a strong understanding of the business banking landscape and the ability to build relationships with key decision-makers. The ideal candidate will have a proven track record in business banking sales and a deep knowledge of the industry trends and challenges. A bachelors degree in business administration, fice, or a related field is preferred. Minimum 8-10 years of experience in business banking sales, with a proven track record of success. Strong leadership and management skills, with the ability to motivate and inspire a team. Excellent...
Posted 2 weeks ago
3.0 - 4.0 years
8 - 9 Lacs
hyderabad
Work from Office
Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and PL of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of ficial instruments, markets...
Posted 2 weeks ago
2.0 - 7.0 years
5 - 11 Lacs
bhavnagar, ahmedabad
Work from Office
Job description : - The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. • Acquisition of New to Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. • Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. • Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients • Build Liability Book comprising of Current Acco...
Posted 2 weeks ago
3.0 - 6.0 years
22 - 27 Lacs
bengaluru
Work from Office
Entity :- Accenture Strategy & Consulting Team:- Strategy & Consulting Global Network Practice:- Financial Services - Banking Title:- Data Science Consultant Job location:- Mumbai About S&C - Global Network :- Accenture Consulting works at the heart of its clients' organisations and helps address their most complex issues As an experienced financial services professional, your market-leading industry, management and technology expertise will provide critical solutions that answer unparalleled strategic, operational, technology and sourcing demands And, in doing so, you'll improve the future of the global financial services industry Accenture serves the world's leading financial services orga...
Posted 2 weeks ago
4.0 - 9.0 years
6 - 12 Lacs
chennai, coimbatore, mumbai (all areas)
Work from Office
Role purpose: Drive acquisition of new-to-bank Trade Finance and Forex clients in MSME segment and manage customer relationships across mapped branches/ geography. Role & responsibilities Generating leads and meeting potential customers to drive the acquisition of new customers for Non fund based and trade finance products. Expand wallet share of existing customers by deepening Trade Finance, FX, and NFB product penetration. Supporting RMs and branches to achieve Trade Finance, NFB disbursal and FX sales targets. Co-ordinate with mapped RMs and branches to track Trade Finance, FX, and NFB business and provide regular updates to leadership on business. To ensure quality of accounts and proces...
Posted 2 weeks ago
3.0 - 8.0 years
6 - 15 Lacs
ganganagar
Work from Office
Role & responsibilities The role holder is responsible for acquisition of NewtoBank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. Acquisition of NewtoBank Business Banking MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, S...
Posted 2 weeks ago
 
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