3455 Casa Jobs - Page 11

RetailBranchBanking JobPurpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. JobResponsibilities(JR) - ActionableSales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins o Portfolio o Referrals Friends Associates Family members o Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards o Activation o Pitch for enhancement of limits o Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers o MF/Insurance/ RBI Bonds o Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. o Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. Calling of customers who have not transacted and know the reasons. o Escalate to BM Product on any change in market situation threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit To ensure such customers are engaged and brought back to bank fold o To cross sell loan products with other banks for which such transfer may take place o To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: o Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained o To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers o Includes persuading the customer to continue and if required renew FDs Monitor large amount movements account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained.

JobPurpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. JobResponsibilities(JR)Actionable Sales Maintain Daily Sales Report CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident o Walk Ins o Portfolio o Referrals Friends Associates Family members o Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards o Activation o Pitch for enhancement of limits o Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers o MF/Insurance/RBI Bonds o Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. o Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. o Calling of customers who have not transacted and know the reasons. o Escalate to BM Product on any change in market situation threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit o To ensure such customers are engaged and brought back to bank fold o To cross sell loan products with other banks for which such transfer may take place o To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: o Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained o To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size o Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers o Includes persuading the customer to continue and if required renew FDs o Monitor large amount movements account closure from the deposit accounts and ensure that customer does not attrite o Ensure that the marketing analytics list on possible attrite, is called and retained ManagingClassicPortfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of Income generating Product Group Holding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievementofincomeplansand otherbenchmarkswithinportfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customerservices Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. Preventive complaint management Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process o Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode.

Role & Responsibilities - Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. Casa Aquisition along with FD,RD, Li, Gi and other banking products and TPP. HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Operations, Marketing & Processes Customer Service Maintain Daily Sales Report Managing Classic Portfolio Preferred candidate profile Exposure to Portfolio Management segment Perks and benefits Salary + Incentives Role: Retail Banking Sales Industry Type: Banking Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales

Role & responsibilities CASA Acquisition Field sales Outbound sales in retail branch banking Preferred candidate profile Minimum 1 year experience Maximum age 30 years Graduation is mandatory. Role: Field Sales Executive Industry Type: Banking Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate

Job Role PB Classic Relationship Manager Branch Sales Manager Experience-Min 3 years to Any in Banking sector only. Location- Raipur, Bhilai, Ambikapur, Surajpur & Near by location. Role: Banking Operations - Other Industry Type: Banking Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Role Category: Banking Operations Education UG: Any Graduate PG: Any Postgraduate

Key Responsibilities: 1. Branch Business Leadership Drive overall branch profitability and meet sales and revenue targets across all banking products: CASA, Loans, Insurance, Mutual Funds, Credit Cards, and Third-Party Products. Monitor key performance indicators (K.O. parameters) for all Relationship Managers (RMs), including Income, CASA Units, Digital Adoption, Retail & Business Assets, and Insurance. Own and uplift performance of underperforming RMs through regular coaching and strategy alignment. 2. Customer Relationship Management Build and nurture lasting relationships with Preferred Customers (avg. balance ?2 Lakhs+). Regularly review client portfolios and align solutions with financial goals and market conditions. Ensure periodic client engagementtouchpoints at least every 2 months; participate in joint client visits. 3. Sales and Cross-Selling Actively support cross-selling and up-selling initiatives to enhance customer wallet share. Promote bank products (UFDs, Credit Cards, Demat, SIPs, Life Insurance) and ensure monthly revenue generation. 4. Operational Excellence & Compliance Lead branch operations with a focus on compliance, KYC/AML, and risk mitigation. Monitor financial data and optimize cost efficiencies; ensure timely reporting to management. 5. Team Development Build a high-performance culture by fostering collaboration, conducting regular trainings, and mentoring team members. Align team efforts with branch strategy and customer-centric service delivery. Job Title: Personal Banker Classic Location: [Insert Location] Reporting To: Branch Manager Key Responsibilities: 1. Sales & Business Development Actively participate in both branch sales and operational activities. Achieve sales targets by sourcing new accounts and generating leads via catchment working, referrals, and internal databases. Promote core banking productsCurrent & Savings Accounts, Credit Cards, Loans, Mutual Funds, FDs, and Insurance. 2. Customer Engagement Provide excellent service to Classic Customers; address queries, grievances, and requests effectively. Conduct regular client interactions with a minimum of 6 joint visits per month; ensure meaningful engagement every 2 months. 3. Portfolio Growth & Revenue Generation Enhance the value of the mapped customer portfolio through cross-selling and deepening relationships. Ensure monthly revenue targets are met through banking and investment product activations. 4. Compliance & Documentation Ensure all new customer acquisitions comply with KYC and AML guidelines in letter and spirit. Maintain clean documentation and adherence to regulatory and bank norms. 5. Team Collaboration Work closely with branch colleagues and cross-functional teams to meet collective branch targets. Support in branch marketing initiatives and promotional campaigns to increase local visibility and customer footfall.

PB Sales: Acquire new customers and achieve sales targets for banking products like savings accounts, loans, and credit cards. Identify cross-selling and up-selling opportunities to maximize product penetration. Conduct market research and generate leads to expand the customer base. Provide tailored financial solutions based on customer needs and preferences. Maintain strong customer relationships and offer ongoing support for product usage. Ensure adherence to bank policies, procedures, and regulatory standards. PB Classic: Manage and nurture relationships with existing customers, ensuring high satisfaction and retention. Promote a range of banking products to meet customer financial needs. Identify opportunities for cross-selling and upgrading customer accounts. Ensure seamless account opening and documentation process for customers. Provide personalized financial advice and services to enhance customer banking experience. Maintain compliance with regulatory requirements and internal bank procedures.

Cross selling of bank products, Client acquisition, HNI client handling, Portfolio Management Cash Handling Good Communication skills Knowledge of Competition & Current trends in the financial Industry. Required Candidate profile Min 1+ years in banking

Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition and Value Build Up Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model ) Ensure overall value enhancement from the portfolio of customers handled. Portfolio Management Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance Understanding the customer business and prepare customer profile Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries. Proactively monitoring balances and controlling attrition. Product and Market Penetration Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration Support catchment profiling for the branch for CA potential with the help of branch / sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation. Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch Increase SB , FD , RD , digital etc penetration to current accounts Customer Engagement Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process Product Customisation Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization). Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired. Customise current accounts to suit the requirement of the client and offer proper payment / collection solutions Operations Ensure forms are filled properly and processes within TAT Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Basic knowledge of banking products / services Good relationship management and presentation skills Effective communication and influencing skills Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services. Experience Required Minimum experience in years 2 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations HLIC Insurance CAM MF Fund houses personnel HSL personnel

Role & responsibilities Drive CASA (Current Account and Savings Account) acquisition through direct and indirect channels. Lead a team of Assistant Acquisition Managers and ensure achievement of monthly and quarterly sales targets. Develop and execute strategic plans to increase CASA penetration in the assigned territory. Build and maintain strong relationships with high-value clients and business partners. Monitor market trends and competitor activities to identify new opportunities. Ensure compliance with bank policies and regulatory guidelines during customer onboarding. Conduct regular training and mentoring sessions for the sales team to enhance productivity and product knowledge. Collaborate with branch operations and cross-functional teams to ensure seamless customer experience. Generate MIS reports and provide insights to senior management on sales performance and customer feedback. Preferred candidate profile BFSI/Banking Experience: Currently working as a Sales Manager or in an equivalent role with 3 to 6 years of experience in CASA or retail banking sales. 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. Capable of leading a team and working independently.

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

acquiring new customers for the bank's CASA products, building relationships, and achieving sales targets identifying potential clients Call / Whatsapp : +918297071110 / Prathyushan@livecjobs.com *JOBs IN: Karnataka/AP/Telangana/Kerala/TamilNadu Required Candidate profile Customer Acquisition Relationship Building Sales Target Achievement Product Knowledge Account Opening & Onboarding Cross-selling Customer Relationship Management

Greetings from Kotak Mahindra Bank. We are excited to invite passionate and skilled individuals to be a part of our growing team through our upcoming Walk - In Drive. We are hiring for multiple positions ! Role & responsibilities Branch Manager- Branch Banking (M4/M5) Branch Operations Manager (M3) Relationship Manager - Platinum - Household / Branch Banking (M3) Service Officer - Teller (M1) Acquisition Manager - CASA (M1) Relationship Officer - 811 (M1) Preferred candidate profile Graduation Qualification in any stream. Age Criteria : upto 35 Yrs of age. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. High energy and drive. Go getter attitude. Self-motivated with a passion to achieve. Relevant Experience of in Team Handling, thorough Understanding of Banking. Leadership Aptitude, Mentoring Ability and Excellent Organizational Skills. Freshers are also eligible for Relationship Officer - 811 role which is mentioned above. Contact Details : Santhosh.L (Andhra Pradesh) - Mail ID : santhosh.L@kotak.com

Role & responsibilities Achieve business goals through relationship deepening & new client acquisition Manage Resident & NRI client portfolios Collaborate with product specialists for tailored banking & wealth solutions Deliver superior service with Service Delivery Ambassadors Cross-sell Trade, FX, Wealth & Insurance products Conduct portfolio reviews & financial check-ups Ensure 360 client engagement Total Client Ownership Adhere to compliance and regulatory guidelines Key Skills: Strong interpersonal & communication skills (English & Vernacular) Excellent presentation & networking abilities Sound knowledge of banking & wealth products Analytical mindset with a client-first approach Process-oriented with high integrity and professionalism Passionate about sales with an entrepreneurial drive Education: MBA / Postgraduate in Finance or related discipline AMFI / NISM Certified IRDA Certification Experience: 3+ years in Relationship Management Background in Banks, NBFCs, or Brokerage Houses

Urgent Hiring for !!! Platinum Relationship

Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales. Key Customer Relationship Management & supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. Objectives Ensure clarity of Business objectives among staff Adherence of sales process & Operational Checklist.

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products

Job Role Purpose: Branch Manager Lead a result-oriented team as is responsible for managing the Branch top line, Profitability, ensuring high quality service and Customer Relationship Management, Operation, risk and Audit. Own all branch banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sell. Key Customer Relationship Management & Supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & Co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking Rules, Regulations & Procedures Periodic review of progress vs. objective. Ensure clarity pf Business objectives among staff Adherence of sales process & Operational Checklist. Create visibility for the brand / branches in and around the catchment area. Catchment area mapping Activity management Job Responsibilities (6-8 areas): Actionables: Achievement of Business Targets Achieving top line liability, Asset Cross sell and third-party distribution business. Achievement of Income and contribution targets Achievement of Incremental Current Account & Saving Account targets Cost of Income Ratio benchmark Cross Sell Products like Demat, Credit cards, Mutual Funds, Insurance, Investment Advisory and Assets etc. Ensuring Portfolio Growth Ensuring Cross Sell Ratio Service quality NPS (Net promotor scores) Personally, managing top clients in the branch Complaints and Customer Management Ensure all components of the branch sales model function as per design and regulatory compliance. Complaints Handling Process adherence (Sales /Audit / Risk / Operation & Compliance) Targeted growth of existing portfolio Attrition Control as confirmed for portfolio growth. Percentage of depleted accounts TAT delays Effective resolution of complaints from complaints management system. Review and resolution of offsite ATM complaints Organising customer meets to solicit Feedback on service and products People Management Managing Employee Attrition at Branches Staff Motivation and Morale Training staff is exposed to skill based; product knowledge based Staff productivity management IRDA / AMFI / xxxx certifications for front line sales resources Review & Control Review vault / Vault Key register, Monitor Physical verification of cash (Periodic surprise verification) & other attributes as per operational Manual, SOPs circulars etc. Audit Rating Regulatory Compliance & Certification No frauds / Operational errors, Review Suspense & Dummy accounts Ensure Compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. objectives Ensure clarity of Business objectives among staff Adherence of sales process.

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service

Educational Qualification: Bachelor's degree in Geography, Earth Sciences, Remote Sensing, Physics (or related engineering fields) Work Experience: 3-5 years of experience in a related role, preferably in the satellite or earth observation industry. Role Description: We are looking for an enthusiastic and self driven individual to join our satellite operations team as an Imaging Coordinator. The ideal candidate will be responsible for making critical decisions on imaging priorities for our satellites, balancing various external and internal stakeholder needs, and ensuring optimal utilization of our satellite resources. Responsibilities Duties: Providing data/trends to the mission planning team to implement the right strategies for prioritizing imaging targets based on multiple factors (including but not limited to customer requirements, emergencies, calibration needs, and long-term archival value). Staying informed about global events/disasters with a geographical impact to proactively identify high-priority imaging opportunities. Collaborating with the sales and customer success staff at Pixxel to understand and manage customer expectations regarding imaging schedules and deliverables. Working closely with the satellite operations team to optimize imaging schedules and maximize the efficiency of our satellite constellation. Maintaining a comprehensive understanding of global geography, seasonality, and areas of strategic importance for various industries and applications. Analyzing and reporting on imaging prioritization decisions and their outcomes to improve future decision-making processes. Contributing to the development of a valuable image archive by identifying and prioritizing areas of long-term significance. Desirable Skills Certifications: High attention to detail, strong analytical skills, and the ability to make data-driven decisions Excellent knowledge of global geography, current events, and geopolitics. Basic understanding of satellite operations and earth observation technologies. Superb communication and interpersonal skills, with the ability to manage expectations of diverse stakeholders. Ability to work under pressure and make quick, informed decisions in emergency situations. Good at programming and experience with python (or any other scripting language). Candidate Acumen: Proactive and self-motivated with a passion for earth observation and its applications. Strong problem-solving skills and ability to think creatively. Adaptable and able to thrive in a fast-paced, evolving industry. Team player with the ability to work effectively across different departments. Benefits: Health insurance coverage Unlimited leaves flexible working hours Role-based remote work and work-from-home benefit Relocation assistance Professional Mental Wellness services Creche facility for primary caregivers (limited to India) Employee Stock Options for all hires

Position - District Manager Distribution-SRGTASC-Government BusinessRegional sales Department - Retail Liabilities - Government Business Reporting Relationship - Circle Manager - Government Business Acquisition & servicing of Govt. clients in the field of Municipal Corporations, State Governments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards & Development Authorities, Defence, Autonomous Bodies etc. To add incremental CASA & cross-sell products & services like Term Deposits, Loans, CMS, Fees Collection, Mobile/ Digital solutions, etc. DM/KAM is expected to achieve the monthly & annual targets. Develop & maintain client relationships. Act as a major point of contact for clients in assigned territory. Identify new business opportunities & potential clients. Provide excellent customer Service & ensure client satisfaction. Visit clients regularly in the assigned territories, organize & attend client meetings, Product presentations. Maintain accurate records of client interactions & drive respective sales performance. Work closely with the Branch Banking for ensuring efficient service to clients Relevant work experience of 7-8 yrs. and above, Must be handling a sizable GB CASA book in the existing bank Needs to have very strong Banking knowledge and should be well versed with the products, processes and systems of the bank. Knowledge of PFMS/SNA/CNA accounts Knowledge of state & central government schemes Good Network with state government officials. Through knowledge on CMS products Accuracy and analytical ability on MIS, Eye for details, Meticulous MBA/Post graduate preferred

Responsibilities: * Manage client relationships through regular communication and service delivery * Collaborate with sales team on new business opportunities * Maintain strong relationships with existing clients

Branch Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month To handle a team of 6 to 7 members

Chief Manager (Product) Job Title: Chief Manager (Product) Location: Gurugram Job Type: Full-time Department: Banking Hub Job Summary: We are seeking a highly skilled professional with expertise in banking norms, Reserve Bank of India (RBI) regulations for Current Account Savings Account (CASA) and Know Your Customer (KYC) norms . The ideal candidate must also be comfortable with SQL coding , ensuring efficient data management and compliance reporting. Candidate must have between 6-8 years of experience in digital banking domain. Knowledge of Core Banking Solutions is highly needed Key Responsibilities: Ensure compliance with RBI regulations regarding CASA and KYC norms. Lead the design of new digital products for CASA, owning the customer charges P&L Maintain and analyze customer data to meet regulatory requirements. Develop and optimize SQL queries for data retrieval and reporting. Work closely with compliance and operations teams to implement regulatory updates. Support internal audits and regulatory inspections, including frequent meetings with regulators Provide training and guidance on KYC and CASA-related policies to relevant teams. Qualifications & Skills: Educational Background: MBA from a tier 1 institute Experience: 7+ years of experience in banking compliance, CASA, KYC regulations, and SQL-based data management. Digital banking experience is mandatory Technical Skills: Proficiency in SQL coding , database management, Excel and PowerPoint Strong understanding of RBI guidelines and industry best practices. Excellent written & spoken English, problem-solving and analytical skills.

Chief Manager (Product) Job Title: Chief Manager (Product) Location: Gurugram Job Type: Full-time Department: Banking Hub Job Summary: We are seeking a highly skilled professional with expertise in banking norms, Reserve Bank of India (RBI) regulations for Current Account Savings Account (CASA) and Know Your Customer (KYC) norms . The ideal candidate must also be comfortable with SQL coding , ensuring efficient data management and compliance reporting. Candidate must have between 6-8 years of experience in digital banking domain. Knowledge of Core Banking Solutions is highly needed Key Responsibilities: Ensure compliance with RBI regulations regarding CASA and KYC norms. Lead the design of new digital products for CASA, owning the customer charges P&L Maintain and analyze customer data to meet regulatory requirements. Develop and optimize SQL queries for data retrieval and reporting. Work closely with compliance and operations teams to implement regulatory updates. Support internal audits and regulatory inspections, including frequent meetings with regulators Provide training and guidance on KYC and CASA-related policies to relevant teams. Qualifications & Skills: Educational Background: MBA from a tier 1 institute Experience: 7+ years of experience in banking compliance, CASA, KYC regulations, and SQL-based data management. Digital banking experience is mandatory Technical Skills: Proficiency in SQL coding , database management, Excel and PowerPoint Strong understanding of RBI guidelines and industry best practices. Excellent written & spoken English, problem-solving and analytical skills. Interested candidates can shared their cv at sanjana@beanhr.com