343 Casa Acquisition Jobs

Role & responsibilities: Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Preferred candidate profile: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience Venue: Kotak Mahindar Bank No:40, Monteith Road, Egmore, Chennai - 600 008. Date and Time: 30th Jul 25 , 11 AM to 3 PM Contact Person : Raju S

Role & Responsibilities Current Account (CA) Growth Responsible for managing and growing CA value across assigned portfolio Deepen existing CA-led relationships and drive wallet share expansion Fee Income Generation Generate revenue through Trade Forex, Retail Banking, and Business Banking offerings Ensure consistent fee-based income through solution selling Wealth Management Cross-Sell Cross-sell financial products such as mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), Y-SEC, and lockers Drive product mix based on customer profiles Customer Acquisition & Portfolio Expansion Acquire high-value CASA clients from internal and external sources Improve Customer to Group (CTG) and Product to Group (PTG) ratios Relationship Deepening & Goal Sheet Achievement Drive performance on goal sheet targets across CASA, Trade Forex, BB, CMS, LI, MF, lockers, NTB acquisition, and other key products Identify upselling opportunities within the existing portfolio Client Servicing & Engagement Deliver superlative client servicing and maintain relationship rigor Act as the single point of contact for key clients ensuring high satisfaction Product Knowledge & Innovation Possess thorough understanding of commercial and transactional banking products Collaborate with product teams by sharing client feedback for enhancements Lead Generation & NTB Acquisition Leverage existing relationships for referrals and new client onboarding Maintain a healthy pipeline of prospects and convert them into long-term clients Holistic Banking Solutions Provide need-based, customized solutions across trade, CMS, POS, payment gateway, doorstep banking, working capital loans, OPDT, and family SA Assess client's business nature and identify potential risks and opportunities Collaboration & Team Play Work effectively in cross-functional teams for seamless client delivery Support peers and promote a collaborative culture

Role & Responsibilities Current Account (CA) Growth Responsible for managing and growing CA value across assigned portfolio Deepen existing CA-led relationships and drive wallet share expansion Fee Income Generation Generate revenue through Trade Forex, Retail Banking, and Business Banking offerings Ensure consistent fee-based income through solution selling Wealth Management Cross-Sell Cross-sell financial products such as mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), Y-SEC, and lockers Drive product mix based on customer profiles Customer Acquisition & Portfolio Expansion Acquire high-value CASA clients from internal and external sources Improve Customer to Group (CTG) and Product to Group (PTG) ratios Relationship Deepening & Goal Sheet Achievement Drive performance on goal sheet targets across CASA, Trade Forex, BB, CMS, LI, MF, lockers, NTB acquisition, and other key products Identify upselling opportunities within the existing portfolio Client Servicing & Engagement Deliver superlative client servicing and maintain relationship rigor Act as the single point of contact for key clients ensuring high satisfaction Product Knowledge & Innovation Possess thorough understanding of commercial and transactional banking products Collaborate with product teams by sharing client feedback for enhancements Lead Generation & NTB Acquisition Leverage existing relationships for referrals and new client onboarding Maintain a healthy pipeline of prospects and convert them into long-term clients Holistic Banking Solutions Provide need-based, customized solutions across trade, CMS, POS, payment gateway, doorstep banking, working capital loans, OPDT, and family SA Assess client's business nature and identify potential risks and opportunities Collaboration & Team Play Work effectively in cross-functional teams for seamless client delivery Support peers and promote a collaborative culture

Roles & Responsibilities: Current Account (CA) Value Growth Manage and grow Current Account balances with a focus on premium and high-value clients Drive value through consistent engagement and product offerings tailored to customer needs Fee Income Generation Generate revenue from Trade Forex, Retail Banking, and Business Banking relationships Identify and convert cross-sell opportunities for products like CMS, POS, and payment gateway solutions Cross-Sell & Wealth Management Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC Cross-sell based on customer profile, ensuring a solution-oriented approach Customer Acquisition & Deepening Acquire high-value CASA customers from within group companies and other sources Increase the Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and up-selling initiatives Achieve targets across multiple banking products including CASA, TFX income, BB, CMS, MF, LI, NTB acquisition Client Servicing & Relationship Management Deliver superior client service standards through regular engagement and prompt resolution Maintain strong relationship rigor across the portfolio to enhance client satisfaction and retention Product & Process Enhancement Provide feedback to internal teams for product/process improvements based on customer interactions Ensure that the product proposition aligns with the key business requirements of clients New to Bank Acquisition Leverage references from existing clients to drive NTB (New to Bank) acquisition Build and maintain a robust prospect list with potential conversion into long-term relationships Business Profiling & Risk Assessment Understand client business models in-depth to extract opportunities and assess risks Position banking value proposition effectively to address specific client business issues Team Collaboration Work collaboratively in a cross-functional environment, contributing to shared business goals

Roles & Responsibilities: Current Account (CA) Value Growth Manage and grow Current Account balances with a focus on premium and high-value clients Drive value through consistent engagement and product offerings tailored to customer needs Fee Income Generation Generate revenue from Trade Forex, Retail Banking, and Business Banking relationships Identify and convert cross-sell opportunities for products like CMS, POS, and payment gateway solutions Cross-Sell & Wealth Management Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC Cross-sell based on customer profile, ensuring a solution-oriented approach Customer Acquisition & Deepening Acquire high-value CASA customers from within group companies and other sources Increase the Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and up-selling initiatives Achieve targets across multiple banking products including CASA, TFX income, BB, CMS, MF, LI, NTB acquisition Client Servicing & Relationship Management Deliver superior client service standards through regular engagement and prompt resolution Maintain strong relationship rigor across the portfolio to enhance client satisfaction and retention Product & Process Enhancement Provide feedback to internal teams for product/process improvements based on customer interactions Ensure that the product proposition aligns with the key business requirements of clients New to Bank Acquisition Leverage references from existing clients to drive NTB (New to Bank) acquisition Build and maintain a robust prospect list with potential conversion into long-term relationships Business Profiling & Risk Assessment Understand client business models in-depth to extract opportunities and assess risks Position banking value proposition effectively to address specific client business issues Team Collaboration Work collaboratively in a cross-functional environment, contributing to shared business goals

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Roles & Responsibilities: Customer Relationship Management Manage banking and investment relationships with Yes Premia clients Drive overall growth in liabilities and investment business from branch/retail customers Develop and expand client relationships by delivering service levels that exceed expectations Identify and engage high-potential clients to increase business volume and wallet share Business Development & Sales Achieve sales targets across product categories: liabilities, retail assets, business banking, forex, cards, and investments Proactively sell the full range of consumer and commercial banking products to both existing and prospective customers Deepen existing relationships or acquire new clients to increase CASA balances in the allocated portfolio Drive product and channel penetration to maximize customer relationship value Customer Engagement Maintain consistent portfolio quality through regular client engagement Act as the primary point of contact, ensuring service satisfaction and personalized financial solutions Investment Advisory Analyze customer financial needs and recommend suitable investment options with transparency Drive fee-based income by promoting mutual funds, insurance, and other investment products Audit & Compliance Ensure strict adherence to the Bank's policies and procedures related to acquisition, BSA, and KYC norms Comply with all regulatory requirements set by authorities like RBI, SEBI, AMFI, and IRDA

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

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 of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

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 of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Job Summary: Responsible for managing banking and investment relationships of High Net-Worth Individuals (HNIs), ensuring growth in liabilities, assets, and investment products while delivering high service standards and deepening client relationships. Key Responsibilities: Manage and grow banking and investment relationships of HNI clients. Deliver superior client service to exceed expectations. Identify new business opportunities within existing relationships. Drive incremental business across liabilities, retail assets, FOREX, cards, and investment products. Achieve sales targets across a wide range of banking products. Increase CASA balances through deepening and new acquisition. Promote deeper product and channel penetration to increase wallet share. Maintain high portfolio quality through regular client engagement. Act as the primary point of contact for service and sales support. Provide financial planning and investment advisory to HNI clients.

Role & Responsibilities: Client Acquisition & Relationship Management Acquire high-value CASA (Current Account Savings Account) relationships from within the group and external sources Increase Customer to Group (CTG) and Product to Group (PTG) ratios by identifying opportunities across client portfolios Build and manage strong relationships with key current account-led clients ensuring consistent engagement and satisfaction Revenue Generation & Product Cross-Sell Drive CA value growth and generate fee income from Trade Forex, Retail Banking, and Business Banking relationships Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC Deepen relationships and upsell additional banking products to meet goal sheet targets across CASA, BB, CMS, LI, MF, Locker, NTB acquisition, and more Customer Experience & Servicing Deliver superlative client servicing standards and ensure a differentiated experience aligned with the bank's value proposition Ensure minimum YFB threshold is maintained and business customer retention is achieved Provide timely feedback to internal teams to improve product offerings and service delivery Product Expertise & Solutioning Demonstrate a thorough understanding of transactional and commercial banking products Offer tailored solutions such as Trade Forex, CMS, POS, Payment Gateway Solutions, Doorstep Banking, Working Capital Loans, OPDT, and Family SA Position relevant banking benefits to match the client's business requirements and financial needs Lead Generation & Business Development Generate a robust pipeline of New to Bank (NTB) prospects through client referrals and profiling Understand clients nature of business and financial models to identify opportunities and mitigate risks Collaborate effectively in a cross-functional environment to meet shared business goals

Job Role & Location- PB Teller Authorizer PB Classic PB Sales Teller WD Experience -Min 3 years to Any in Banking sector only. Interview Date - 02 Aug 2025 Day -Saturday Timing -11:00 am to 2 pm Location - Rajnandgaon, Ambagarh Chowki, Mohla, Balod Address -HDFC Bank Ltd,Ground Floor, Jai Shankar Niwas, Ward No. 13, Near Railway Station, Civil Lines, Rajnandgaon, Chhattisgarh Note-For Teller & WD Females are preffered.

Role & Responsibilities: Responsible for managing CA value-growth and generating fee income from Trade Forex, Retail Banking & Business Banking relationships. Cross-selling wealth management products to clients (MF, LI, GI, CC, Y-SEC, Locker). Acquiring high-value CASA relationships from within the group. Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book. Deepening and up-selling on key CA-led relationships to achieve goal sheet targets across CASA Value, TFX income, BB, CMS, LI, MF, Locker, NTB acquisition, and other products. Ensuring superlative client servicing standards and rigor in managing relationships. Thorough understanding of transactional and commercial banking products. Driving superior product and process sales and service to premier CA clients, with necessary feedback to the Program Team for enhanced product development. Seeking references from existing clients to generate a prospect list for New to Bank acquisition. Providing a differential customer experience that supports the business value proposition and ensures maintenance of minimum business threshold and retention of business customers. Focusing on profile-based cross-sell of value-added products such as Trade Forex, CMS, POS, payment gateway solutions, doorstep banking, working capital/loan needs, OPDT, and family SA. Understanding and maintaining details regarding nature of business and business model to extract existing and potential opportunities as well as identify potential risks. Positioning the value proposition by linking benefits to the customer's key business requirements/issues. Being a team player and working effectively in a cross-functional environment. Perks & Benefits: Attractive growth opportunities. Conveyance allowance. Joining/confirmation payouts.

Role & Responsibilities: Relationship Management Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business Develop, retain, and expand customer relationships by delivering superior service to exceed client expectations Identify current and potential relationships with additional revenue opportunities and scale up business accordingly Generating Incremental Business Achieve sales targets across multiple product categories including liabilities, retail assets, business banking, forex, cards, and investments Actively promote the full suite of consumer and commercial products to existing and prospective HNI clients Increase CASA balances within the portfolio through both deepening of existing accounts and acquisition of new clients Drive higher product and channel penetration to increase wallet share across mapped relationships Customer Engagement Maintain portfolio quality by regularly engaging with clients and upholding the desired relationship values Act as the primary point of contact for mapped clients, ensuring exceptional service and sales satisfaction Investment Advisory Provide financial planning and investment advisory services tailored to HNI client needs Generate fee-based income through the sale of investment products such as mutual funds, insurance, and structured investments Process and Audit Ensure all sales and service activities are recorded accurately in accordance with organizational processes Conduct thorough client profiling to identify and capitalize on business opportunities as per defined standards

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients

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 of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

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 of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financial planning, wealth products, and banking solutions tailored to client needs. Sales & Business Development: Achieve business targets across liabilities, retail assets, forex, insurance, mutual funds, and card products. Drive incremental revenue through client acquisition and cross-selling opportunities. Develop and execute sales plans to increase market penetration and product usage. Promote consumer and commercial banking products to current and prospective clients. Team Leadership (for TLs/Sales Managers): Lead, train, and mentor a sales team to achieve branch and individual targets. Monitor team performance and support with strategic direction and coaching. Manage recruitment, goal setting, and performance reviews for the sales team. Client Engagement & Retention: Serve as the primary point of contact for assigned clients and ensure continuous engagement. Address service requirements promptly in coordination with internal teams. Ensure all client interactions are aligned with compliance, process, and audit standards.

Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financial planning, wealth products, and banking solutions tailored to client needs. Sales & Business Development: Achieve business targets across liabilities, retail assets, forex, insurance, mutual funds, and card products. Drive incremental revenue through client acquisition and cross-selling opportunities. Develop and execute sales plans to increase market penetration and product usage. Promote consumer and commercial banking products to current and prospective clients. Team Leadership (for TLs/Sales Managers): Lead, train, and mentor a sales team to achieve branch and individual targets. Monitor team performance and support with strategic direction and coaching. Manage recruitment, goal setting, and performance reviews for the sales team. Client Engagement & Retention: Serve as the primary point of contact for assigned clients and ensure continuous engagement. Address service requirements promptly in coordination with internal teams. Ensure all client interactions are aligned with compliance, process, and audit standards.

Key Responsibilities: Relationship Management Manage the banking and investment relationships of HNI clients, focusing on the overall growth of liabilities and investment business Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with incremental revenue potential and grow the business Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments Proactively sell the complete range of consumer and commercial banking products to both existing and potential HNI clients Increase CASA balances in the assigned portfolio through deepening or acquisition Drive product and channel penetration to deepen relationships and increase wallet share with the bank Customer Engagement Maintain portfolio quality through regular engagement with mapped HNI relationships Act as the primary point of contact for client service and sales satisfaction Investment Advisory Provide financial planning and investment advisory to HNI clients Drive fee-based income by offering products such as mutual funds, investments, and insurance Process and Audit Record all sales activity and customer interactions online in accordance with organizational processes Conduct detailed client profiling to identify and maximize business opportunities

Job Summary: The Wealth Manager is responsible for managing High Net-Worth Individual (HNI) clients by offering tailored banking and investment solutions. The role focuses on deepening client relationships, increasing wallet share, and achieving business growth across liabilities, assets, and investment products, while ensuring superior customer experience and compliance. Key Responsibilities: Relationship Management: Manage banking and investment relationships of HNI clients. Drive overall growth in liabilities and investment business. Develop and expand customer relationships with service levels that exceed client expectations. Identify and tap additional revenue opportunities in current and potential relationships. Proactively sell the full range of retail and commercial banking products. Business Development: Generate incremental business across multiple products: liabilities, retail assets, business banking, FOREX, credit cards, investments, etc. Increase CASA balances through deepening and acquisition strategies. Drive higher product and channel penetration to maximize wallet share. Customer Engagement: Ensure portfolio quality through regular client interactions and relationship value maintenance. Act as the face of the bank and the first point of contact for client servicing and sales satisfaction. Investment Advisory: Conduct financial planning and investment advisory tailored to HNI clients. Drive revenue through fee-based products like mutual funds, insurance, and structured investments. Process & Audit Compliance: Ensure all sales activities and client interactions are documented as per organizational process. Profile clients thoroughly and align products to their financial goals in line with compliance norms.