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1.0 - 6.0 years
1 - 3 Lacs
Bhuj
Work from Office
Dear Candidate, We have an opportunity for Sales Officer- CASA. Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports You can reply us back with your latest profile on siddhesh.bhor.ext@yesbank.in Contact- 7738474256
Posted 1 month ago
3.0 - 6.0 years
2 - 6 Lacs
Nagpur
Work from Office
Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition -Nagpur - 13th Jun'25 Walk-in Interview : 13th Jun'25 (Friday) Time : 11 AM 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sales targets as assigned by the organization monthly Essential requirement : Must be from sales background preferably from Banking Industry Age must be within 32 Min 2 years of relevant work experience in the banking industry is mandatory Education : Graduate / Postgraduate *** Banking experience is a mandate. *** Freshers are not allowed. ***Interested candidates may share their Resume at shilpa.biswas@indusind.com
Posted 1 month ago
5.0 - 10.0 years
5 - 7 Lacs
Miryalaguda, Nalgonda, Mahabubnagar
Work from Office
Location Mahbubnagar Nalgonda Ghatkesar Miryalaguda Jangaon Role & responsibilities Role/Job Title: Branch Relationship Manager-Rural Function/Department: Rural Banking Job Purpose: The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer is responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. The role bearer must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. This is a critical role which leverages business generation opportunities to help achieve larger organizational objectives. Roles & Responsibilities: Contribute to penetration of liabilities business in Rural markets through lead generations, account penetration and relationship deepening as per needs of customer. Ensure maintenance of Average Monthly Balance of Relationship of customers mapped to the incumbent. Deepen the relationship with existing customers of the branch. Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) Ensuring account usage & constantly maintaining health of account. Ensure superior customer service to capture larger wallet share of population. Execute resolution of customer queries and issues. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives.
Posted 1 month ago
1.0 - 6.0 years
4 - 9 Lacs
Veraval, Junagadh
Work from Office
Job Role & Location- PB Sales - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role PB Classic - Min. 3 years of experience is required PRM/CARM - Min. 5 years of experience is required Walk in Drive Details Date : 19th June'25 Time : 2 to 4PM Venue : Contact : Mr. Rakesh Kumar Those who are interested can share their Resume on below mail ID chhatrala.urvi@hdfcbank.com and priya.yadav7@hdfcbank.com While sharing resume, please mention interested location and Job role.
Posted 1 month ago
5.0 - 10.0 years
7 - 15 Lacs
Bengaluru
Work from Office
About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
Chennai
Work from Office
Role : Business Development Manager / Business Development Executive Job Description & Eligibility Criteria: Any Graduate / Postgraduate having passion on Sales. Age should not be more than 32 years. Any banking sales executives with experience of 1+ to 4 years in NTB Business. Acquisition of CA, SA, RD, TD, LI, GI, MF, Investments, Asset X Sell etc. can apply for the position. Full understanding of local markets and product knowledge in CASA, LI, GI, MF, Investments, Asset X Sell Business is mandatory. Excellent Communication Skills in English and Regional Language. Aspirants should be open to travel extensively.
Posted 1 month ago
1.0 - 5.0 years
2 - 7 Lacs
Meerut
Work from Office
ROle Definition / Expectation: CASA Sales Executive : 1-2 yrs Experience SM Sales : 4 yrs + Exp.(CASA / BFSI) BRO - Branch relationship officer : min 2 yrs experience with Retail banking Meerut Interview date : 17-Jun-2025 Venue:Axis Bank Ltd ,Ground Floor , Khasra No. 5804 , Building No. 5, Sky Lark Complex , Janta nagar , Near samrat palace , Garh road , Meerut ,250004 Meerut Interview date : 18-Jun-2025 Venue : Axis bank Ltd, Ground floor And first floor , Building Number 251( old 162), Civil Line Boundary Road , Meerut Note: Mention Monika Sharma HR on Top of your CV About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increasing the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Chennai
Work from Office
Job description Job description Job description Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Location - Chennai Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Visakhapatnam
Work from Office
Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports
Posted 1 month ago
3.0 - 8.0 years
1 - 4 Lacs
Chennai
Work from Office
Job Description To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment. Individual Contributor. To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts To achieve daily/ weekly/ monthly customer acquisition target To support in building incremental CA values in self-sourced base To ensure initial customer handholding & M+3 activation (Right advice to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, Yes Connect etc.) To attract new-to-bank qualified customers in consistence with the Banks business strategy To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To ensure required level of service for in-coming customers, to consult customers on credit and banking products.
Posted 1 month ago
2.0 - 7.0 years
1 - 3 Lacs
Bardhaman, Asansol, Durgapur
Work from Office
Role & responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Preferred candidate profile BFSI/Banking Experience : Candidates must have 2-6 years of experience in the BFSI sector and currently hold a position as a Relationship Manager or an equivalent role in a bank. Mandatory Min Qualification : Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals
Posted 1 month ago
2.0 - 6.0 years
5 - 8 Lacs
Chennai, Coimbatore, Erode
Work from Office
Position Purpose Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer.
Posted 1 month ago
3.0 - 8.0 years
3 - 5 Lacs
Jaipur
Work from Office
Designation: Relationship Manager Royale Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relationships for both liability and retail asset products. 6. Inform clients about new products and enhancements to deepen and broaden banking relationships. 7. Ensure portfolio profitability by cross-selling and up-selling across the Banks product suite. 8. Manage segment-wise customer migration to enhance profitability and optimize service delivery. Additional Responsibilities: 1. Deliver a superior service experience that exceeds the expectations of AU clients. 2. Proactively identify potential problem accounts and implement risk-mitigating strategies. 3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies. 4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs. 5. Accurately and consistently record all sales and client engagement activities in the CRM system. 6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management. 7. Foster long-term client relationships through trust, transparency, and proactive engagement. Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting Required abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler
Posted 1 month ago
3.0 - 8.0 years
3 - 8 Lacs
Jaipur
Work from Office
Designation: Branch Relationship Manager Office Location: Jaipur Position description: Team Handling Role Job Purpose Qualification Graduate, Preferably Post Graduate Relevant Experience 6-7 years of Banking experience Functional Competencies Selling skills, Negotiation Skills, Team Handling Behavioural Competencies Job Responsibilities Financial Responsibilities Devise action plan for the Branch and ensure that Liabilities business -(Book size of CASA, yield, fee based income and Business quality) targets for the Branch is met. Setting liabilities acquisition targets for the team. Responsible for visiting critical clients along with Team Leaders and FOS as well as meeting with industry associations to help in building affiliations. Sales Conduct market surveys and visualize products or its variants directed to meet the needs of the population of functional Area Build a robust liabilities base for the branch in terms of numbers and volumes Build the Channel: Sales Strategy for maximizing CASA sales and penetration Conceptualize and execute periodic sales campaigns and product promotions including participation in rural melas and district programmes Mapping the market demands to available suite of products and ensuring sales Cross sell Trade Finance/Insurance products to increase fee-based income through SME business Non Financial Responsibilities Operation Responsible for ensuring a superior customer experience while on boarding accounts at the branch as well as smooth and efficient transactions for all customers. People Management Responsibilities also include motivating as well as maintaining productivity of FOS team. Also responsible for the effective hiring, training and retention of Team Leaders and FOS. Placement of Team leader(s) through appropriate arrangement in consultation with BM Train the team members at periodic intervals in New products, features and competition Ensure team strengths are maintained at approved levels and Manage attritions through motivation and job satisfaction Ensure high levels of business productivity amongst team members Compliance & Risk Responsibilities Maintain Co-ordination between Branch Manager and Banks other departments Effective follow up and taking regular reviews of team members to ensure meeting of business goals Maintain highest standards of post sales contacts and service to key customers Ensure ethical practices in acquisition and servicing Provide product improvement feedback to Branch Manager/Product Manager Key Responsibility Responsible for planning and implementing sales and marketing activities within a branch or location in order to grow the Retail Liabilities business. Is responsible for expansion of business relationships and increase business from the existing relationships and Deepening the customer relationships Supporting team members in achieving high calling and conversion rates. Originate, Coordinate and Support sales campaigns & promotions of products
Posted 1 month ago
1.0 - 6.0 years
2 - 3 Lacs
Chennai
Work from Office
Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports
Posted 1 month ago
1.0 - 4.0 years
3 - 3 Lacs
Kolkata
Work from Office
Roles and Responsibilities Manage end-to-end acquisition process from lead generation to onboarding of new customers. Identify potential clients through various channels (online/offline) and convert them into paying customers. Develop and maintain relationships with existing clients to increase retention rates. Collaborate with internal teams (sales, marketing, product) to drive business growth. Analyze customer feedback and provide insights for improvement in the acquisition process.
Posted 1 month ago
3.0 - 6.0 years
2 - 6 Lacs
Kolkata
Work from Office
Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition & BDM - Kolkata - 12th & 13th Jun'25 Walk-in Interview : 12th & 13th Jun'25 (Thursday & Friday) Time : 11 AM 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sales targets as assigned by the organization monthly Essential requirement : Must be from sales background preferably from Banking Industry Age must be within 32 Min 2 years of relevant work experience in the banking industry is mandatory Education : Graduate / Postgraduate *** Banking experience is a mandate. *** Freshers are not allowed. ***Interested candidates may share their Resume at shilpa.biswas@indusind.com
Posted 1 month ago
1.0 - 6.0 years
3 - 4 Lacs
Ahmedabad
Work from Office
Preferred candidate profile Minimum 1+ Years experience Mandatory required in CASA sales. Acquire new customers for liabilities from open market. (current account- saving account). Assist the customers for conversion of existing borrowing customers for liabilities. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Interested Candidates Can Call Or Share your updated resumes on - mahesh.dolare@ujjivan.com / 8855042842 (WhatsApp)
Posted 1 month ago
3.0 - 7.0 years
5 - 7 Lacs
Ahmednagar
Work from Office
Preferred candidate profile Role & responsibilities : Minimum 3 Years experience is mandatory in CASA & Branch Banking sales . Acquire new customers for liabilities from open market. (CASA) Assist the customers for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers. Interested Can Share you updated resume - mahesh.dolare@ujjivan.com / 8855042842
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
Surat
Work from Office
= Job description Acquisition of Quality CA (Current Account ) Accounts- Qualified & Activated NTB CA Accounts (In Nos.) Acquisition of Quality Higher CA variants-Acquisition of Qualified and Activated Higher CA variants Acquisition of CA Values-CA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports
Posted 2 months ago
2.0 - 7.0 years
3 - 6 Lacs
New Delhi, Sonipat, Gurugram
Work from Office
Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling Required Candidate profile Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. Must Have vehicle and driving License
Posted 2 months ago
2.0 - 7.0 years
6 - 15 Lacs
Ahmedabad, Chennai, Rajkot
Work from Office
Role & responsibilities 1. Acquire and Nurture the Institutional Clients eg. Trusts, Associations, Clubs, Societies, Govt Bodies etc 2. Initiates and follows up on New Business Opportunities with assigned branches in the region. 3. Acquisition of CASA, Term Deposits and managing relationship value ( RV) of existing TASC + Government Banking customers 4. Leverages the banks relationships with existing institutional accounts by developing and executing with proactive banking solutions 5. Handle the service requirement of customers, Handle the investment portfolio of the customer 6. Work closely with Branch Banking team to develop sales and acquisition opportunities from this segment. 7. Achieve the assigned top line and CASA numbers and values.
Posted 2 months ago
1.0 - 5.0 years
4 - 4 Lacs
Ahmednagar
Work from Office
Role & responsibilities : Minimum 1 Years experience is mandatory in CASA sales . Acquire new customers for liabilities from open market. (CASA) Assist the customers for conversion of existing borrowing customers for liabilities • Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Interested Can Share you updated resume - mahesh.dolare@ujjivan.com / 8855042842
Posted 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
Rajahmundry
Work from Office
Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 24-06-2025 Timing :10 am to 3 pm Positions: 1. Relationship Manager 2. Personal Banker 3. Premium Acquisition Manager 4. Business Development Officer 5. Relationship Officer-Current Account 6. Key Account Manager Equitas Small Finance Bank Ltd Interview Venue: D No-7-26-06/1 Maturi Vari Veedhi, T.Nagar, Rajamahendravaram -533101 Andhra Pradesh.
Posted 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
Guntur
Work from Office
Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 17-06-2025 Timing :10 am to 3 pm Positions: 1. Relationship Manager 2. Personal Banker 3. Premium Acquisition Manager 4. Business Development Officer 5. Relationship Officer-Current Account 6. Key Account Manager Equitas Small Finance Bank Ltd Interview Venue: D.No: 6-4-108/2, Arundelpet,4/3,Guntur-522002, Andhra Pradesh
Posted 2 months ago
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