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7.0 - 12.0 years
10 - 20 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Urgent Job Opening with leading bank Role- Business Banking / Mid Corporate Relationship Manager- Working Capital Responsibilities: Acquire and manage a portfolio of SME clients in the lending space. Handle Working Capital Loans and Term Loans for SME customers. Develop and maintain strong relationships with SME clients. Requirements: Minimum of 5- 10 years of relevant experience in acquisition and portfolio management in SME lending (from Banks or NBFCs). In-depth knowledge of SME loans and financial products. Excellent relationship management skills. Locations: Chennai, Bangalore, Hyderabad Interested Candidates can share profiles to 7305280683
Posted 1 month ago
1.0 - 4.0 years
4 - 7 Lacs
Bengaluru
Work from Office
Roles and Responsibilities Proactively monitor transactions and merchant activity to detect and prevent suspicious or fraudulent behavior in real time Investigate flagged transactions promptly and take immediate action to minimize potential financial losses. Collaborate closely with partner banks, law enforcement authorities, and cybercrime units to report fraud cases and ensure timely resolution and recovery. Handle transaction discrepancies and disputes raised by customers or merchants, ensuring accurate documentation and swift resolution. Engage directly with merchants and customers to gather insights, validate claims, and communicate outcomes effectively. Prepare detailed fraud incident reports and dashboards for internal stakeholders and external regulatory bodies. Drive process improvements by identifying patterns, suggesting preventive controls, and contributing to system enhancements. Play a key role in saving fraud-related losses by acting quickly and strategically in high-risk scenarios. Skills and Experience Bachelors Degree. Freshers, knowledge about a customer support app or CRM, such as Freshdesk Interpersonal skills - Friendly and pleasant demeanor over phone and email Communication skills - Exceptional verbal and written communication Listening skills - Understand, anticipate, and resolve queries arising from various stakeholders Attention to detail and accuracy - Excellent organizational skills and multitasking skills. Identify anomalies or suspicious behaviours.
Posted 1 month ago
6.0 - 8.0 years
2 - 5 Lacs
Mumbai
Work from Office
Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed
Posted 1 month ago
1.0 - 5.0 years
2 - 4 Lacs
Chennai, Tamil Nadu
Work from Office
Elite Relationship Manager-Business Banking -Branch Banking-Branch Banking Elite Relationship Manager Develops new and expands existing Customer relationships forliabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding ofTrade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.
Posted 1 month ago
6.0 - 8.0 years
2 - 3 Lacs
Mumbai
Work from Office
Platinum Relationship Manager Business BankingKRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed
Posted 1 month ago
0.0 - 4.0 years
2 - 3 Lacs
Noida, Gurgaon/Gurugram, Delhi / NCR
Work from Office
Senior Relationship Officer-Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships. Responsible for New Business Development activities, dealing with large...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
tiruppur, tamil nadu
On-site
As a Senior Premier Acquisition Manager in Business Banking, you will be responsible for achieving the business objectives of the Retail Liabilities Sales Team for the branch. This includes meeting the Value, Volume, and channel Productivity metrics. Your role involves generating revenues through the sale of Current Accounts (CA), Cross-Sell products, and Third-Party Products such as Insurance. You will also be tasked with sourcing High-Value CA customers and establishing entire Family Banking relationships. Additionally, you will focus on the penetration of Business Banking products like Cash Management Services (CMS), Point of Sale (POS) services, and Beat services to CA customers. Your responsibilities extend to sourcing new customers through both individual efforts and acquisition channels. The ideal candidate for this role should possess strong customer orientation, high energy levels, and a drive to succeed. Previous experience in managing and sourcing Business Banking customers is highly desirable. Candidates with a background in Banking or Financial Services will be given preference. A Graduate with 2-3 years of relevant experience or a Post Graduate with a similar experience level would be suitable for this position. The age limit for applicants is 30 years. If you are passionate about driving business growth, building strong customer relationships, and achieving sales targets in the Business Banking sector, this role offers an exciting opportunity to leverage your skills and expertise.,
Posted 1 month ago
2.0 - 3.0 years
4 - 5 Lacs
Bengaluru
Work from Office
Job Description: We are seeking a dynamic and experienced Customer Service Analyst to join our team. This role requires strong communication skills and attention to detail, analytical skills, and a good understanding of processes and policies. Roles and Responsibilities: Adhere to company standards for call / transaction handling, including call time, first-call resolution rates, and merchant satisfaction metrics. Quick turnaround time to answer Merchant queries and maintain the right categorisation of tickets Keen attention to detail to execute transactions and proactive thinking. Attention to detail and ability to analyze information accurately. Strong problem-solving and decision-making skills. Strong proficiency/ experience in handling merchants complaints and transaction requests through voice and email response processes. Accurately document interactions in the CRM system. Handle complaints and escalations professionally and effectively. Adhere to all company policies, procedures, and regulatory requirements. Identify and assess Merchant needs to achieve merchant satisfaction and deliver quality responses. Follow communication procedures and process guidelines. Go the extra mile to engage with Merchants and aim at Merchant Delight Mandatory Qualifications: Minimum qualification - Bachelors Degree Minimum of 2 to 3 years of experience, preferably in the fintech or banking domain. Experience in monitoring transactions and ensuring compliance with relevant regulations. Excellent communication skills, both written and verbal. Ability to multitask and manage time effectively. Ability to work collaboratively in a team environment. Knowledge of industry trends and best practices in fintech or banking preferable
Posted 1 month ago
4.0 - 9.0 years
5 - 15 Lacs
Pune, Mumbai (All Areas)
Work from Office
Job Role - Relationship Manager Location-Mumbai/Pune 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-specific challenges. Monitor financial market trends to identify opportunities for new client engagement and services expansion. Ensure compliance with all regulatory requirements and internal policies. Analyze and report on business performance, providing actionable insights to senior management. Educational Qualifications/Key Skills: Educational Background C.A, MBA, Graduate Interpersonal Skills Coordination with multiple teams & multiple activities Share your profiles on omkar.kunsi@hdfcbank.com Mail Title - EEG_Name_Location
Posted 1 month ago
0.0 - 4.0 years
2 - 3 Lacs
Noida, Dehradun, Rudrapur
Work from Office
Branch Acquisition Manager-Their role involves finding and research prospective purchase deals .Negotiating the purchase terms and contract, implementing, and finalizing the purchase. It will be a permanent job on the payroll of the bank....
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
surat, gujarat
On-site
As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. To ensure client satisfaction and retention, you will need to focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each client. Regular portfolio allocations, reviews, and financial check-ups for clients are essential to provide tailored wealth management and business banking solutions in collaboration with product specialists. Working closely with Client Experience Managers will be necessary to deliver superior service to clients. Adherence to compliance processes and guidelines is crucial in this role to maintain the quality of documentation and reduce rejection rates. Ensuring 360-degree client engagement and total client ownership are vital for building strong, long-lasting relationships. Your willingness to work from office locations in Vadodara, Ahmedabad, and Surat may be required. If you find this role suitable, please send your CV along with details of your current salary (fixed + variable), expected CTC, current employer (if applicable), current location, notice period, total years of experience in the HNI portfolio, and availability for a face-to-face interview. Best regards, Varsha Phenom Placement Email: Varsha@phenomplacements.in,
Posted 1 month ago
8.0 - 13.0 years
14 - 15 Lacs
Balangir, Bhadrak, Bilaspur
Work from Office
Role & responsibilities Location - Chhattisgarh & Odisha Key Responsibilities: - Develop and maintain relationships with rural business clients, including farmers, small business owners, and entrepreneurs - Understand the financial needs of clients and provide them with appropriate banking solutions - Act as a trusted advisor to clients, providing them with expert guidance and support - Identify and pursue new business opportunities within the rural market - Collaborate with other departments and teams within the bank to provide a seamless and efficient banking experience for clients - Monitor and analyze market trends and competitor activities to identify potential risks and opportunities - Ensure compliance with all banking regulations and policies - Meet and exceed sales targets and contribute to the overall growth of the Rural Business Banking division Qualifications: - Bachelor's degree in Business, Finance, or related field - Minimum of 3 years of experience in retail banking, with a focus on rural business clients - Strong understanding of rural markets and business dynamics - Excellent communication and interpersonal skills - Proven track record of meeting and exceeding sales targets - Ability to work independently and as part of a team - Knowledge of banking regulations and policies - Proficiency in local language(s) is preferred Preferred candidate profile
Posted 1 month ago
3.0 - 7.0 years
50 - 100 Lacs
Bengaluru
Work from Office
Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards. Job Purpose To acquire and build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank. Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank. Key Accountabilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 25 crores to 600 crores, aligned to Bank Lending Policy Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc. Play an instrumental role in increasing the Profitability of the business Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL. Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio. Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events. To comply with the Bank s process & policies and ensure positive ratings during all Country / Group audits Job Duties & responsibilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 25 crores to 600 crores, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team. Cross Sell of Liability, Trade, Cash and Treasury Product actively. To achieve the individual Budgeted revenues through all product parameters Conduct Proper Due diligence while on-boarding New Asset On board clients with a clear account plan highlighting the revenue potential, risks and mitigants. Adherence to strict KYC/AML requirements. MIS to be provided to the central team for further reporting, within the stipulated guidelines. Timely Completion of Learning Programs as assigned by DBS for time to time To comply with the Bank s process & policies. To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA s, Influencer s and Industry association to be updated on the current market practice and local intelligence. To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval. Requirements Overall 3- 7 years of experience in sales. 2-3 years of sales experience in SME/Business Banking Lending. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and market place Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred. Education / Preferred Qualifications Overall 3- 7 years of experience in sales. 2-3 years of sales experience in SME/Business Banking Lending. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and market place Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred. Core Competencies Excellent Communication & Listening Skills, Good Sales & Negotiation Skills. Technical Competencies Working Capital Finance Knowledge Work Relationship Manager /Direct Report Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Posted 1 month ago
3.0 - 7.0 years
50 - 100 Lacs
Gurugram
Work from Office
Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards. Job Purpose To acquire and build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank. Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank. Key Accountabilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 25 crores to 600 crores, aligned to Bank Lending Policy Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc. Play an instrumental role in increasing the Profitability of the business Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL. Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio. Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events. To comply with the Bank s process & policies and ensure positive ratings during all Country / Group audits Job Duties & responsibilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 25 crores to 600 crores, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team. Cross Sell of Liability, Trade, Cash and Treasury Product actively. To achieve the individual Budgeted revenues through all product parameters Conduct Proper Due diligence while on-boarding New Asset On board clients with a clear account plan highlighting the revenue potential, risks and mitigants. Adherence to strict KYC/AML requirements. MIS to be provided to the central team for further reporting, within the stipulated guidelines. Timely Completion of Learning Programs as assigned by DBS for time to time To comply with the Bank s process & policies. To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA s, Influencer s and Industry association to be updated on the current market practice and local intelligence. To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval. Requirements Overall 3- 7 years of experience in sales. 2-3 years of sales experience in SME/Business Banking Lending. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and market place Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred. Education / Preferred Qualifications Overall 3- 7 years of experience in sales. 2-3 years of sales experience in SME/Business Banking Lending. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and market place Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred. Core Competencies Excellent Communication & Listening Skills, Good Sales & Negotiation Skills. Technical Competencies Working Capital Finance Knowledge Work Relationship Manager /Direct Report Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Posted 1 month ago
2.0 - 5.0 years
9 - 13 Lacs
Ambikapur, Bilaspur
Work from Office
Credit appraisal of loan application within defined guidelines and accordingly take decision, recommend for approval to higher authorities.Customer visits on key customers and high value relationship.Timely Renewal, Deferral Management,EWS Management Required Candidate profile Maintaining the defined credit and end to end TATs to timely service internal as well as external customers. Location : Bilaspur, Ambikapur Chhattisgarh, Age upto 30 can apply
Posted 1 month ago
6.0 - 8.0 years
8 - 10 Lacs
Mumbai, Maharashtra
Work from Office
Platinum Relationship Manager Business BankingKRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfactionDesired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed
Posted 1 month ago
6.0 - 8.0 years
8 - 10 Lacs
Chennai, Tamil Nadu
Work from Office
Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Tracks customer complaints/queries and turnaround times for customer satisfactionDesired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed
Posted 1 month ago
6.0 - 8.0 years
8 - 10 Lacs
Mumbai
Work from Office
Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Tracks customer complaints/queries and turnaround times for customer satisfactionDesired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experiencePost Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed
Posted 1 month ago
1.0 - 5.0 years
2 - 4 Lacs
Gurugram
Work from Office
Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships forliabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding ofTrade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.
Posted 1 month ago
1.0 - 5.0 years
3 - 7 Lacs
Chennai, Tamil Nadu
Work from Office
Elite Relationship Manager Develops new and expands existing Customer relationships forliabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding ofTrade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.
Posted 1 month ago
6.0 - 11.0 years
2 - 6 Lacs
Uttar Pradesh
Work from Office
Acquisition Manager-RL SALES-Sales 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 P&L 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) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.
Posted 1 month ago
6.0 - 11.0 years
3 - 7 Lacs
Kerala
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 P&L 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) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT
Posted 1 month ago
2.0 - 3.0 years
6 - 10 Lacs
Rajasthan
Work from Office
Business Relationship Manager - WC-Working Capital-Sales Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Business Relationship Manager Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDDs. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customers basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Job Requirement Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc
Posted 1 month ago
2.0 - 3.0 years
2 - 6 Lacs
West Bengal
Work from Office
Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years
Posted 1 month ago
1.0 - 5.0 years
2 - 4 Lacs
Telangana
Work from Office
Elite Relationship Manager Develops new and expands existing Customer relationships forliabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding ofTrade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.
Posted 1 month ago
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