Get alerts for new jobs matching your selected skills, preferred locations, and experience range.
1.0 - 6.0 years
1 - 4 Lacs
Mundra, Gandhinagar, Mandvi
Work from Office
Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Posted 5 days ago
1.0 - 6.0 years
2 - 4 Lacs
Bengaluru
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 5 days ago
1.0 - 6.0 years
1 - 4 Lacs
Kota
Work from Office
Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Posted 5 days ago
1.0 - 6.0 years
1 - 4 Lacs
Bhuj
Work from Office
Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Posted 5 days ago
1.0 - 3.0 years
1 - 3 Lacs
Bhagwanpur, Darbhanga, Madhubani
Work from Office
Siliguri - Walk In Drive Details Interview Date - 19th June- 2025 Interview Location - Ujjivan Small Finance Bank - Shrirampuri, Ground Floor, Jai Hind Complex, Gobarsahi Chowk, NH-28, Bhagwanpur, Shrirampuri, Muzaffarpur - 842001. Interview Time - 10 am to 3 pm Contact Person- Mr. Anant Kumar (Area Head-Branch Banking) Job Location: Kalambagh Road + Bhagwanpur + Shivdhara + Darbhanga + Madhubani + Jhanjharpur. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 5 days ago
1.0 - 3.0 years
1 - 3 Lacs
Patna, Patna Cluster
Work from Office
Walk In Drive Details Interview Date - 20th June 2025 Interview Location - Ujjivan Small Finance Bank-Sri Krishna Puri, Ground Floor, B-9, Sri Krishna Puri, Sahdeo Mahto Marg, Boring Road, Near Harilal's Sweets, Sri Krishna Puri, Patna - 800001. Interview Time - 10 am to 3 pm Contact Person- Mr. Manoranjan Kumar (Area Head-Branch Banking) Job Location: Patna Cluster (Bihar) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 5 days ago
1.0 - 6.0 years
1 - 4 Lacs
Ahmedabad
Work from Office
Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Posted 5 days ago
2.0 - 7.0 years
2 - 7 Lacs
Ambikapur, Bhilai, Raipur
Work from Office
Roles and Responsibilities More than 3 years of experience required in Banking, Portfolio Management, Cross selling of bank products, sales knowledge Job Role & Location:- PB Teller Authorizer Branch Sales Manager Teller/WD PB Classic Pref RM Perks and Benefits As per Industry Walk in date - 27 June 2025 Walk in time - 11:00 am to 02:00 pm Job Location -Across Chhattisgarh Address - HDFC Regional Office, Sunder Nagar, Orbit Tower 3rd floor Raipur, Chhattisgarh.
Posted 5 days ago
1.0 - 6.0 years
3 - 5 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus
Posted 5 days ago
4.0 - 5.0 years
3 - 5 Lacs
Bengaluru
Work from Office
Role & Responsibilities About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering banks products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organizations requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Banks retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank’s products. Promoting bank’s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank’s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank’s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills Interested candidates can share their resume on deepanjali.shah@axisbank.com
Posted 5 days ago
1.0 - 5.0 years
3 - 5 Lacs
Kolhapur, Nagpur, Nashik
Work from Office
- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication
Posted 5 days ago
0.0 - 5.0 years
3 - 5 Lacs
Chandrapur, Malegaon, Dhule
Work from Office
- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication
Posted 5 days ago
1.0 - 6.0 years
1 - 3 Lacs
Ahmedabad
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 5 days ago
3.0 - 8.0 years
2 - 4 Lacs
Vijayawada, Eluru
Work from Office
we are hiring for Relationship manager for Life insurance(Bancassurance) Job Loctaion-Vijaywada,Eluru Intrested candidate pls do share cv on 9608607032 or zakiya.zeenat@edelweisslife.in
Posted 5 days ago
5.0 - 10.0 years
5 - 10 Lacs
Kochi, Thiruvananthapuram
Work from Office
Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Kerala Designation : NRI - Relationship Manager Location : Kochi, Trivandrum Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proacti vely track NRI visits to India. 4. To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stockbrokers, expats of shipping companies, overseas branches. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube
Posted 5 days ago
1.0 - 6.0 years
2 - 4 Lacs
Salem, Chennai
Work from Office
Hiring for NBFC Position: Territory Manager (Direct sales) (Gold Loan) Location: Chennai(Thiruvottriyur , Madipakkam , Aminjikarai , Koyambedu, Pallikaranai, Valasaravakkam George Town, Thiruverkadu, Triplicane, Poonamallee ,Ashok Nagar ,Sembium,Madhavaram Nungambakkam,Sholinganallur) , Qualification: Any Graduate Experience: Min 1Yr sales exp in Any Sales , Banking/BFSI/NBFC Retail loan sales (gold loan/PL/HL/LAP/VL/TWL/Insurance) CTC: open upto 4 LPA +Petrol allowance + incentive Any field sales experience is ok to hire, and ready to work in open market sales Note : Only sales experience candidates are eligible for the role.(Any industry sales experience is ok ). Please share your Profile & call on WhatsApp - 9032608694
Posted 5 days ago
3.0 - 8.0 years
3 - 7 Lacs
Kolhapur
Work from Office
Role & responsibilities Minimum Graduate 3 to 8 years of experience in retail Banking Liabilities sales, TPP, Mutual Fund, Business Understanding, Digital Mindset with excellent Communication Skills
Posted 6 days ago
4.0 - 9.0 years
5 - 10 Lacs
Mumbai Suburban
Work from Office
Role & responsibilities Minimum Graduate 8 to 12 years of experience in retail Banking Team Handling, Liabilities sales, TPP, Mutual Fund, Business Understanding, Digital Mindset with excellent Communication Skills Preferred candidate profile Western Location
Posted 6 days ago
1.0 - 4.0 years
2 - 3 Lacs
Junagadh, Ahmedabad, Rajkot
Work from Office
Job Designation : Business Development Executive • Managing the relationship • Bank responsible for meeting sales through Bank • Acquisition of CASA & liabilities( FD & Insurance ) From Cold Calling • Lead generation and meet value number targets Required Candidate profile Graduation is a must Fresher can't apply Age must be in between 21-33 Any industry from sales experience 1 to 4 Years BFSI work experience preferred Good communication & interpersonal skills
Posted 6 days ago
1.0 - 3.0 years
1 - 3 Lacs
Bolpur
Work from Office
Walk In Drive Details Interview Date - 19th June- 2025 Interview Location - Ujjivan Small Finance Bank -Darjipara, Bolpur Santiniketan Road, Mission Compound, Near Boro Masjid, Bolpur, Birbhum, Darjipara, Bolpur - 731204 Interview Time - 10 am to 3 pm Contact Person- Mr. SUDIPTA SARKAR (Branch Manager) Job Location: Bolpur (West Bengal) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 6 days ago
1.0 - 3.0 years
1 - 3 Lacs
Contai, Egra, Temathani
Work from Office
Walk In Drive Details Interview Date - 18th June- 2025 Interview Location - Ujjivan Small Finance Bank -Dhandighi, Ground Floor Karkuli, Netaji Market, Purba Medinipur, Dhandighi, Contai - 721401 Interview Time - 10 am to 3 pm Contact Person- Mr. Sandip Kumar Banerjee (Area Head-Branch Banking) Job Location: Panskura, Tamluk & Chaitanyapur (West Bengal) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 6 days ago
4.0 - 9.0 years
8 - 17 Lacs
Mumbai Suburban, Thane, Mumbai (All Areas)
Work from Office
Job Title: Insignia Relationship Manager Location: Mumbai Job Summary: Were looking for a Relationship Manager to grow and manage client portfolios, offer tailored financial solutions, and drive business growth. Key Responsibilities: Acquire and manage high-value clients HNI under the Insignia program. Grow liability book and investment AUM through deepening and cross-selling. Offer personalized banking and wealth solutions Mutual Funds, PMS, Insurance, Trade Forex, etc. Ensure superior client service, regular portfolio reviews, and 360 engagement. Drive product penetration and revenue through strong relationship management. Ensure compliance with KYC, AML, and internal processes
Posted 6 days ago
8.0 - 13.0 years
11 - 21 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Activity Sheet: Branch Manager Business Group: Retail and Consumer Banking Group Objective: Execute and monitor overall administration and efficient daily operations of a full service branch office; including operations, lending, product sales, customer service, security and safety in accordance with the Bank's objectives. Principal Accountabilities Sales & Business Development: Achievement of incremental number and value targets for Liabilities (CA, SA, FD); Assets (Home, Auto & other assets) and Fee Products (MF, LI, GI, Gold & other fee products) Prepare and monitor Sales plan for the branch Build a healthy asset and liability book. Increase market share in the catchment area (3 to 5 kms radius) Major Activities Sales & Business Development: Sales Planning : Prepare and track product wise - liabilities, assets & fee AOP for the full financial year. Commerce and catchment mapping Prepare and review monthly activity calendar of outbound activities of BSM / JO Roll out MOP for outbound and inbound sales on 1st of every month followed by weekly and monthly reviews. Review all employees in branch quarterly. Review productivity of BSMs / BOMs/ JOs on a weekly basis. Review and handhold BOMs & BSMs on a daily basis and Sales Officers (JOs) on a weekly basis. Conduct Daily Morning Huddles to discuss daily plan and agenda for employees. Ensure proper on-boarding of all new customers acquired. Sale of 3 products per customer within 90 days of account opening. Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation Maintain quality of customer acquisition through sourcing mix and on-boarding process. Monitoring DSRs on a regular basis. Lead management proper assignment and closure of leads. Tapping markets or customer segments within the catchment of the branch, which are hitherto untapped, to increase the GL Base of the branch. Principal Accountabilities Customer Service : Manage Key Branch Relationships Ensure Wait Time within permissible limits as per segmental service approach Achievement of branch Customer Service Scores target Nil Critical Requests at branch Nil Escalations at branch and complaint handling Major Activities Customer Service: Make 10 customer visits every week (Top 20% of profitable customers of branch) to maintain and enhance the relationships. Scrutinize all service requests and AOFs being sent to RPC to ensure NIL rejections. Conduct customer engagement program - every month. Lobby Management to be done daily during peak hours. Prepare staff roister, leave calendar and maker-checker seating arrangement Inculcating first contact resolution and adherence to customer service mantras by employees at branch Resolve customer queries through internal escalation matrix for enhanced service experience for customers Implement usage of Product Database among employees for instant resolution of customers queries Principal Accountabilities Compliance & Risk Management : Ensure operations, risk control and process adherence at branches Branch Audit scores Fraud prevention Ops risk monitoring RBI audits, inspections and incognito visits Major Activities Compliance & Risk Management Ensuring operations and Risk control at branches in line with internal and regulatory guidelines as per Operations Manual and e-circulars issued from time to time Checking, authorizing and verification of various reports Irregularity report Daily Exception report Daily TOD reports Daily Pending IBRs to be responded Daily Second level verification of Mitra Committee Report- Daily Format F (Expenditure) Monthly CAT 14 & CAT 15- TOD & Cheque Purchase- Fortnightly Submission of Comp 1 Monthly Charge Taking Certificate - as and when required Updation, maintenance and periodic checking of important registers Fake notes register Branch book Complaints register/ book Visitor book Maintenance of keys of Customer complaint box One set of premises keys Fake note box Lockers Physical verification of various security items Surprise physical verification of cash, foreign currency, keys, gold coins, jewel loan packets and welcome kits Monthly Physical verification of original and duplicate keys Quarterly Physical verification of locker master keys and vacant locker keys Quarterly Checks to be done in respect of asset servicing Non DRO branches- unreconciled open items as per data received from COPS-Repayment team Ensuring that at least one authorized signatory available in the branch for signing NOC Account sourcing authorizing the KYC documents by checking the genuineness of the customers at the time of account opening Monitoring outstanding long pending entries in office accounts Checking all outstanding EDD cases (money laundering) Clearing his/ her tray for all pending approvals Closure of Key Audit Findings from IAD audits and observations of RRM visits Quarterly compliance to audit requirements Proper handling and reporting of RBI, and other regulatory audits at branches Creating awareness among employees on fraud prevention, password protection and branch security Principal Accountabilities Branch Profitability : Growth in NII ( Net Interest Income) for branch Growth in Asset business through branches Increase Fee Income Ensure Opex optimization Manage cost of cash holding at branch Major Activities Branch Profitability : Enhance for CASA and Time Deposits through service led Sales at branches Monitor daily inflow and outflow reports, GL reports and Day Book reports Incremental growth in, home loans and auto loans sourcing at applicable locations Activate specialized desks depending upon the catchment to generate fee income Ensure optimal cash holdings at branch so as to reduce idle cash lying at branch Increase in third party product penetration to enhance fee income opportunity Principal Accountabilities Brand Administration : Adhere to standardized Brand guidelines - inside the branch and outside the branch Branch upkeep and maintenance spic & span Availability of necessary infrastructure in branch Major Activities Brand Administration : Monitor external appearance of the branch fascia, directional signage, entrance, parking area Review in Branch Look & Feel lobby area, merchandising calendar for posters, seating arrangement etc on a daily basis Proper ATM upkeep, notice board and posters Ensure proper functioning of all branch equipments PC, Printers, Xerox Machines, scanners, AC, DQM, CDM etc All employees to be dressed well. Ensure adherence guidelines at all workstations, storage area and common area Principal Accountabilities Capability Building & Manpower Management : Team Building Training and Development Manpower Planning Major Activities Capability Building & Manpower Management : Mentor / ensure mentoring of new joinees for first three months. Job rotation for all employees once in six months Briefing all employees on their role and expectations from them Give structured feedback to employees on a regular basis Conducting Saturday Workshops and in house training programs Certification of employees on AMFI, IRDA and mandated E-Test and E-Learning by all employees in branch Other Responsibilities Implement centrally-originated projects on customer service, automation, processes and compliance in the branch Monitor specialized desks at branches Follow up on legal cases pertaining to branch Business continuity planning for the branch Contribute to employee morale and plug employee turnover Performance IndicatorMeasure Retail P&L Net interest IncomePercentage achievement against targetFee IncomePercentage achievement against target. We may need to include cross sell somewhere GL Size of branches Current Accounts Number of accounts Incremental growth in balance Average balance of account (Quality of account) Savings Accounts Number of accounts Incremental growth in balance Average balance of account (Quality of account) what about salary accounts. Term Deposits Retail penetration of deposits sourced Incremental growth in deposits Asset Targets (Specific to region being handled) Home Loans % disbursement achievement against target. Please include loans against collateral Auto Loans % disbursement achievement against target Personal Loans % disbursement achievement against target Overall Branch Health Customer ServiceBranch customer service scoresComplianceIAD Audit Scores and fraud prevention scores
Posted 6 days ago
3.0 - 8.0 years
4 - 9 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
Roles and Responsibilities Develop and execute strategies to increase revenue growth by identifying new business opportunities and expanding existing relationships with HNI clients. Collaborate with internal teams to provide tailored solutions to meet the unique needs of high net worth individuals. Analyze market trends and competitor activity to stay ahead in the competitive banking landscape. Ensure effective communication with stakeholders at all levels within the organization. Should have good portfolio and mapped customers. Interested candidates can reach out through (kavya.p-8341137995)
Posted 6 days ago
1.0 - 5.0 years
2 - 5 Lacs
Hyderabad
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 : 13-06-2025 Timing :10 am to 3 pm Positions: Business Development Officer Equitas Small Finance Bank Ltd Interview Venue: MG PLAAZA,4/A,VENGALRAO NAGAR,SR NAGAR,HYDERABAD-500038
Posted 6 days ago
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