3455 Casa Jobs - Page 18

Position description: The incumbentwill be primarily responsible to - Acquire new customers forliabilities from open market Assist the CRS - unsecured loansfor conversion of existing borrowing customers for liabilities Enhance the relationship with theexisting customers by cross-selling products and services as per the profile& need of the customers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels Primary 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 . Location - Gamharia,Agartala,Alipurduar,Arambag,Bagnan,Barauni,Bargarh,Belur,Berhampore,Bhagalpur,Bhubaneswar,Bishalgarh,Bolpur,Bardhaman,Chakdah,Chas,Contai,Cooch Behar,Darbhanga,Dhanbad,Dhaniakhali,Dharmanagar,Durgapur,Egra,Golaghat,Gobindpur,Guwahati,Habra,Hajo,Hazaribag,Hooghly,Howrah,Jamshedpur,Jehanabad,Jharia,Jharsuguda,Jorhat,Kamrup,Kanchrapara,Kankurgachi,Kharagpur,Korha,Kolkata,Kulti,Lalpur,Malda,Maner,Medinipur,Midnapore,Nadia,Nagaon,Nagar,Panagarh,Panskura,Parganas,Paschim,Pathsala,Patna,Purba Champaran,Puri,Purulia,Raha,Ranchi,Ratu,Rourkela,Sakchi,Samastipur,Sambalpur,Sasaram,Shiv,Silchar,Siliguri,Sitamarhi,Sultanganj,Sundargarh,Tamluk,Titabor,Udaipura

DEPARTMENT Micro Banking REPORTS TO Branch Manager ROLE PURPOSE & OBJECTIVE This profile is directly responsible for business generation, customer acquisition and customer servicing for Deposit Products, Digital channels and Third Party Insurance products The profile role includes cross-selling to existing customers as well as acquisition of new customers through referral and family banking Offer and onboard customers on CASA and Term deposit products to customer, their family members and their references. Offer and onboard customers on Digital platforms including Mobile banking, UPI, UPI QR and download of Hello Ujjivan. Deliver prompt customer services; be accessible to customers at all times for Digital Banking and Deposit Product queries. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Approx 2 Cr. Deposit CASA, FD, RD & TPP (Product & Services) KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Meet the set targets for overall Liability, TPP and Digital Initiatives in terms of Family Banking (Open Market) acquisition. Convert Group Loan, Individual Loan customers, their family members and referrals for available Liability, TPP and Digital Initiatives product in the branch. Open CASA and ensure customers are maintaining Monthly Average Balance for opted CASA. Actively source term deposits (FD and RD) to Family members of GL customers. Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Onboard customers on digital channels including Mobile banking, UPI, UPI QR and Hello Ujjivan Ensure digital adaptation for mapped customers. Share customer insights/product related feedback with the CRM Customer (Both Internal & External) Meeting customers regularly and cross selling of overall Liability, TPP and Digital Initiatives. Meeting customers regularly and providing services related to overall Liability, TPP and Digital Initiatives. Ensure customers and Family members are educated about entire bouquet of banking products (CASA, TPP, TD and Digital Initiatives) offered by Ujjivan. Engage with customers for other account related activity like conversion for Dormant account to inactive account, linking of DBT etc., Converting existing family banking leads and providing the leads to respective business function to cross selling of other available secured loans in Ujjivan. Money Mitra assisting CRM in managing BC arrangements including Money Mitra and others. Assisting customers for digital channels usage like ATM Card, Mobile Banking, UPI, Missed-call banking, Hello Ujjivan etc. Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Ensure timely insurance claim settlement for his/her customers Resolve customer queries/ pertaining to Family Banking and digital channels within specified timelines. Internal Process Compliance to SLA/Policies/Processes Adhering to compliance and quality guidelines in all the documentation and forms Analyze existing customer profile, leads shared and fill customer profile in AOF with accurate details, routinely check with concerned authorities for any re-work needed in already submitted AOFs. Ensuring no form pendency for sourced customers by regular follow up with branch ops team. Help to conduct the CSR activities and motivates customers to participate in the Financial & Digital Literacy Programs Give the detailed field reports to CRM and discuss field related issues. Pro-actively participate, facilitate and drive any new Digital initiative taken by the bank Assist branch staff CRO, LO in adopting all the digital initiatives of the bank for Loans as well as deposit products Innovation & Learning Being up to date about all the new digital initiatives of the bank Maintain up to date knowledge of overall Liability, TPP and Digital Initiatives and processes as well as a working knowledge of other available products offered in the branch. Ensure adherence to training man-days/ mandatory training programs for self Be up to date with any new process implementation initiative taken by the bank. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in related subjects with good analytical and sales skills to be considered. Experience(Years and Core Experience Type) 0-1 year experience for Graduates Field Experience preferably in product sales, banking Certifications If required Functional Skills Fluent in regional language and English Strong communication skills Good Interpersonal skills Sales skills Willingness & Attitude to travel and do field activities Must have a two-wheeler for field visits Outgoing attitude with ability to engage with customers Should be an active smartphone user with understanding of digital platforms in personal life (e.g. Social Media, UPI, wallets, banking apps, ATM, POS) Aware user of basic office tools like Email, Word, Excel, power point Behavioral Skills Effective Communication both oral and in written Interpersonal skills Multiple product selling skills Competencies Building Relationship Driving Change Planning & Organizing Collaboration

Position description: This role is responsible for driving theentire business targets for liabilities assigned to the branch; Manage exceptionalcustomer service, proactive sales environment and efficient branch operations,while adhering to regulations/compliance requirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branch operations, cash management and servicequality; work closely with product and marketing teams to drive campaigns attheir branches. This role monitors daily performance of branchstaff and manages a team of 10 to 15 employees. This role manages leadership reporting ofBOO/BOSM & BSM. In certain cases will have dotted linereporting of few Silver & Gold Branch Heads reporting to them This role is assigned higher targets for theirrespective branches and is applicable only to Platinum & Titanium Branches. Primary Responsibilities: BusinessImplement branch specific marketing communication strategies to continuously strengthen the Ujjivan brandThis role is responsible for driving the entire business targets for liabilities assigned to the branch Manage exceptional customer service proactive sales environment and efficient branch operations while adhering to regulationscompliance requirements Focus on retaining existing customers increasing the customer base and crossselling Ujjivan products and servicesOversee branch operations cash management and service quality work closely with product and marketing teams to drive campaigns at their branches Monitor daily performance of branch staff To manage a team of 10 to 15 employees To manage leadership reporting of BOOBOSM BSMIn certain cases they will have a dotted line reporting of few Silver Gold Branch Heads reporting to them Will be assigned higher targets for their respective branchesCascade targets the branch targets to the respective staffs and ensure achievement is tracked through periodic reviewsEnsure all deferrals taken are cleared within the specific period Monitor the overall portfolio of the branch ensure adherence to compliance and regulatory norms are metService Quality Ensure customers are educated about all productsservices offered by Ujjivan Ensure courteous customer service is offered to customers by the branch staff Reduce customer attrition by guiding CCRs on exit interviews customer engagement programs etcLead customer connect initiatives in the branch vicinity Operations Oversee and ensure efficiency in branchATM operations through adherence to TAT for various internal and customer end processes drive utilization of alternate channels Ensure compliance with banking guidelines quality framework and audit requirements ensure speedy resolution of any audit observations and take necessary steps to prevent recurrenceensure compliance with Know Your Customer KYC Anti Money Laundering AML audit and other regulations applicable laws in the branchMonitor control minimize all expenses in the Branch such as telephone consumption of stationery computer consumables electricity and other overheads without sacrificing quality Oversee accurate cash management and tallying of accounts in the system through the Cashier Accountable for branch safety including security of cashvault etc Learning PerformanceEnsure that all members of the Branch staff are up to date on all relevant circulars and all productsservices offered in the BranchEnsure adherence to training mandays mandatory training programs for self and reporteesEnsure goalsetting midyear review and annual appraisal process within specified timelines for self and reporteesMonitor performance of staff against defined goalsmetrics and take corrective action wherever required undertake disciplinary and attendance monitoring for liabilities sales team and branch operations team Coordinate with state HR on people related matters support branch activities to foster teamwork and continuously make Ujjivan a great place to workEnsure coordination between staff of different teams to build a collaborative spirit and shared sense of purpose which could also enable crosssell and overall target achievement Location - Agartala,Asansol,Bakshi,Barasat,Berhampore,Bhagwanpur,Bhubaneswar,Chowk,Deoghar,Dhanbad,Hazaribag,Howrah,Jehanabad,Kamrup,Kankurgachi,Kasba,Kharagpur,Korha,Kolkata,Lalpur,Muzaffarpur,Nagar,Patna,Puri,Raiganj,Ranchi,Saguna,Silchar,Siliguri

The incumbentwill be primarily responsible for providing Financial solutions to meet therequirements of the existing Mapped customers and ensure value added customerservice as well as acquiring New to Bank CASA Customers. Responsiblefor handling the portfolio of existing Mapped CASA customers and generatingrevenue / book growth Responsiblefor increasing Liabilities book size of relationships via balances in accountsof existing mapped CASA customers or through Term Deposits, Cross selling of MF/ Insurance, Loan products, acquiring family accounts and retaining therelationship To acquirepre-fixed New to Bank CASA customers through Open Market referrals / Referralsfrom existing CASA client base / BTL Initiatives & other tie ups Should be inclose contact with the existing customers through personal visits, mailers andphone calls and share insights on the fluctuations in interest rates, FD ratesand various product offerings. Informscustomers of new products or product enhancements to further expand the bankingrelationship. Maintainscomplete relationship record for assigned customer accounts. Ensurecontinuity of high quality service, product delivery, and responsiveness tocustomer needs Trackscustomer complaints/queries and turnaround times for customer satisfaction. Responsibleto be abreast with all policies relating to operational risk, sales processes,mis-selling etc and ensure compliance with the same. Developeffective ways to promote Brand awareness & Product proposition that leadto measurable business results Primary Responsibilities: Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values Additional Responsibilities: Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: Role: Years of experience: Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation: Location - Ahmedabad,Ahmednagar,Akurdi,Anand,Vadodara,Bharuch,Borivali,Chembur,Chowk,Dombivli,Gandhinagar,Goregaon,Hyderabad,Jalgaon,Jamnagar,Mira,Mumbai,Nadiad,Nagpur,Naroda,Nashik,Pune,Rajkot,Santacruz,Sion,Solapur,Surat,Thane,Valsad

ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE 50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130+ calls handled per day Manage 3000+ customer portfolio KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in any discipline Experience (Years and Core Experience Type) 1+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude. Certifications NA Functional Skills Relationship Management Sales Banking Customer Relationship Upselling and Cross Selling Behavioral Skills Good communication skills both oral and written Good interpersonal management skills Problem solving skills Decision making ability Competencies Banks Product Knowledge Planning and Organizing Skills Sales and Influencing Skills Awareness of Banking regulations KEY INTERACTIONS INTERNAL EXTERNAL Operations team Branch team Products team Service Quality Deliverables team NTB/ETB Customers Referrals

Role & responsibilities Oversee and manage the branch's liabilities portfolio Develop and implement strategies to grow the branch's deposit base Ensure branch operations comply with regulatory and internal policies Lead, train, and motivate branch staff to achieve performance goals Cultivate strong relationships with clients to enhance customer satisfaction Monitor and analyze financial reports to track branch performance Implement business development initiatives to attract new customers Handle escalated customer issues and provide resolutions

Profile : Flexcube Developer Experience: 7 -12 Years Location : Chennai / Pune Notice Period : Serving or Max to Max 30 days Flexcube developer: Qualifications: Bachelor's degree (in science, computers, Information technology or engineering Atleast 6+ years of development experience in Core Bank projects and Flexcube modules of Payments, Loans, CASA Atleast 6+ years of in Oracle database, pl sql, Business objects reporting tools and unix/linux Hands on experience on Flexcube UBS, weblogic and JMS setup Ability to do first level analysis, debug code in Oracle, and Unix, Experience of leading one or more software development teams Programing experience on Flexcube UBS is a must. Interested candidates kindly share the Updated CV at pooja.roy@esolglobal.com

We are looking for a skilled Branch Relationship Manager with 6-7 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and relationship management. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Develop and implement effective strategies to acquire new customers and expand the client base. Conduct regular customer visits to understand their needs and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services. Identify cross-selling opportunities to maximize revenue growth. Analyze market trends and competitor activity to stay ahead in the competition. Job Requirements Proven experience in branch banking, preferably in liabilities or relationship management. Strong knowledge of BFSI industry trends and regulations. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify growth opportunities. Experience working with small finance banks or similar institutions is an advantage.

Customer Acquisition: Identify and target potential clients for current accounts, including individuals, small businesses, and corporates. Utilize various channels such as cold calling, referrals, and networking to generate leads. foundit Relationship Management: Develop and maintain strong relationships with new and existing customers. Provide personalized banking solutions to meet their financial needs and ensure long-term satisfaction. Location: Agra,Aligarh,Fatehabad,Jind,Kanpur,Lucknow,Meerut,Nagar,New Delhi,Panipat,Sikandrabad

ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans 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 Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Target assigned as per the branch CASA Book as per the branch TD Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE 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 Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, preferably in commerce and related streams Experience 3+ years experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents Location: Bengaluru,Chengalpattu,Chennai,Dharapuram,Ernakulam,Kannur,Kochi,Kollam,Kottayam,Kumbakonam,Madurai,Mayiladuthurai,Nagar,Palakkad,Perambalur,Puducherry,Tambaram,Tenkasi,Thiruvallur,Thrissur,Tirunelveli,Tiruppur,Tiruchirapalli,Vellore,Visakhapatnam

Position description: This role is responsible for acquiringnew current account customers from the open market and enhance the relationshipwith existing customers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & need of thecustomers. This role drives the current account business for the respectivebranch and ensure the CA targets for the branch is met. The incumbent providesservice to both existing as well as to NTB current account customers. This role also handles cross selling of QR &POS and is accountable for adherence to compliance and regulatory norms. Primary Responsibilities: Business Meet the set targets on current account in terms of open market acquisition & existing customer conversion Focus on building the current account book for the bank Understand need and ac Location: Ahmedabad,Vadodara,Dombivli,Gandhidham,Gandhinagar,Goregaon,Hyderabad,Mehsana,Mumbai,Nagar,Nagpur,Nashik,Pune,Rajkot,Surat,Thane,Vapi

Position description: This role isresponsible for driving the entire business targets for liabilities assigned tothe branch; Manage exceptional customer service, proactive sales environmentand efficient branch operations, while adhering to regulations/compliancerequirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branchoperations, cash management and service quality; work closely with product andmarketing teams to drive campaigns at their branches. Theincumbent monitors daily performance of branch staff and manages a team of 5 to7 employees. This roleis applicable only to Gold & Silver Branches. Primary Responsibilities: Business Implement branch specific marketing & communication strategies to continuously strengthen the Ujjivan brand. This role is responsible for driving the entire business targets for liabiliti Location: Arambag,Arwal,Bagodar,Bargarh,Chapra,Chas,Dharmanagar,Forbesganj,Gaya,Ghatshila,Jamshedpur,Jorhat,Kolkata,Madhubani,Medinipur,Samastipur,Sitamarhi

ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans 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 Train/assist customers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Target assigned as per the branch CASA Book as per the branch TD Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TD KEY DUTIES & RESPONSIBILITIES OF THE ROLE 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 Customers Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Reduce customer dormancy and customer attrition by continuous engagement / interaction Resolves the customer queries on various accounts, FD / RD, remittances & third party product Internal Processes Guide the customer to fill the Account Opening Form; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents Strictly adhere & maintain compliance to KYC norms Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash Learning & Performance Maintain up to date knowledge of the liabilities products and services as well as a working knowledge of other products offered in the branch Resolve queries raised by CRS-unsecured loans w.r.t liability products and support them in selling liabilities Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, preferably in commerce and related streams Experience 1 year experience, preferably in sales Certifications AMFI / IRDA Certified Functional Skills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language Behavioral Skills Courteous customer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements and career opportunities Competencies Planning & Organizing Driving Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Branch Team Unsecured Loans (CRM, CRS); Secured Loans (Loan Officers); Operations team Regional Product & Marketing team State HR BC Agents Location: Bengaluru,Belgaum,Ballari,Bhadravati,Bijapur,Challakere,Chikkaballapura,Chintamani,Chitradurga,Davangere,Dharwad,Gadag,Kalburagi,Hassan,Haveri,Hospet,Hosakote,Jamkhandi,Kothamangalam,Maddur,Magadi,Malkajgiri,Mangaluru,Mapusa,Medchal,Mysuru,Nagar,Nelamangala,Puttur,Thrissur,Ramanujnagar,Rajanagaram,Shimoga,Sira,Tiptur,Tiruchirapalli,Tumkur,Udupi,Vasco Da Gama

We are looking for a skilled Service Delivery Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-4 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or service delivery. Roles and Responsibility Manage and deliver high-quality services to clients. Develop and implement effective strategies to enhance customer satisfaction. Collaborate with cross-functional teams to achieve business objectives. Analyze and resolve complex customer complaints and issues. Provide training and support to junior staff members. Monitor and report on key performance indicators and metrics. Job Requirements Strong knowledge of liabilities, branch banking, and service delivery. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong problem-solving and analytical skills. Experience working with customers and providing excellent customer service. Familiarity with banking regulations and compliance requirements.

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : 3 - 4.5 Lakhs per annum Interested Candidates send your Updated CV to bookmark.hr@gmail.com / Whatsapp - 9746475326 Call Arathy - 8089020225 to arrange interview Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

We are looking for a skilled Branch Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 8 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or related fields. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Develop and implement strategies to attract new customers and expand the client base. Collaborate with internal teams to ensure seamless delivery of products and services. Identify and mitigate risks associated with liability management. Analyze market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service to ensure high levels of satisfaction and retention. Job Requirements Proven experience as a Branch Relationship Manager or similar role in the BFSI industry. Strong knowledge of liabilities, branch banking, and relationship management principles. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Experience working with small finance banks or similar institutions is preferred.

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : 3 - 4.5 Lakhs per annum Interested Candidates send your Updated CV to bookmark.hr@gmail.com / Whatsapp - 9746475326 Call Arathy - 8089020225 to arrange interview Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : 3 - 4.5 Lakhs per annum Interested Candidates send your Updated CV to bookmark.hr@gmail.com / Whatsapp - 9746475326 Call Arathy - 8089020225 to arrange interview Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Roles and Responsibilities Oversee CASA (Current Account Savings Account) sales and acquisition efforts. Develop and implement strategies for retail liability acquisition and growth. Ensure compliance with regulatory requirements and internal policies. Lead a team of professionals to achieve sales targets through effective portfolio management. Manage branch operations, ensuring efficient customer service delivery. Desired Candidate Profile 1-6 years of experience in Retail Branch Banking or related field. Strong understanding of Retail Liabilities, Portfolio Management, and Branch Banking principles. Excellent leadership skills with ability to manage teams effectively. Proficiency in CASA Sales and Acquisition techniques.

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries on various accounts, FD / RD, remittances &third party product InternalProcesses Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines MINIMUMREQUIREMENTS OF KNOWLEDGE & SKILLS Qualifications Graduate,preferably in commerce and related streams Experience 1 year experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basicknowledge on retail banking products Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills TimeManagement Sellingskills Telephoniccold calling skills Willingnessto travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing DrivingExecution ManagingRelationships CustomerFocus KEYINTERACTIONS INTERNAL EXTERNAL BranchTeam Unsecured Loans (CRM, CRS); Secured Loans (LoanOfficers); Operations team RegionalProduct & Marketing team StateHR BCAgents Location - Alleppey,Ambur,Anupshahr,Arcot,Aruppukkottai,Chennai,Cherthala,Coimbatore,Coonoor,Cuddalore,Dharapuram,Dharmapuri,Erode,Gobichettipalayam,Gudalur,Hosur,Kannur,Karunagappally,Kollam,Kottarakkara,Kottayam,Kozhikode,Kunnamkulam,Mannargudi,Mayiladuthurai,Mettupalayam,Mylapore,Nagar,Nagercoil,Namakkal,Ooty,Palacode,Panruti,Paramathi-Velur,Paravoor,Paravur,Perambalur,Puducherry,Ramanathapuram,Rasipuram,Salem,Sathyamangalam,Sivakasi,Thanjavur,Thiruvaiyaru,Thiruvallur,Thiruvananthapuram,Tiruvannamalai,Thrissur,Tirunelveli,Tirupathur,Tiruppur,Tiruchirapalli,Udumalaipettai,Vellore,Virudhachalam

ROLEPURPOSE & OBJECTIVE Thisrole is responsible for acquiring new current account customersfrom the open market and enhance the relationship with existingcustomers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & needof the customers. Thisrole drives thecurrent account business for the respective branch and ensure theCA targets for the branch is met. Theincumbent provides service to both existing as well as to NTBcurrent account customers. Thisrole also handles cross selling of QR & POS and is accountablefor adherence to compliance and regulatory norms. NON-FINANCIALSIZE CAbook size of the branch CATarget for the branch Generatequality sales leads Handlingof both internal and external queries KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on current account in terms of open marketacquisition & existing customer conversion Focuson building the current account book for the bank Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyMSE staffs on the field for actively driving conversion ofexisting borrowing customers into liabilities customers Crosssell other products of Ujjivan such as QR, POS, Payment Gateway,OD & TPP and pass on quality leads to respective MSE loanofficers. Sharecustomer insights/product related feedback with the BranchManager Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries. Internal Processes Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe cross sell of other products such as QR, POS & TPP Learning & Performance Maintainup to date knowledge of the CA liability products and services aswell as a working knowledge of other products offered in thebranch Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Educational Qualifications Graduate,preferably in commerce and related streams Experience(Yearsand Core Experience Type) Minimum3+ yearsof experience in retail branch banking (preferable in CA sales) FunctionalSkills Basicknowledge on retail banking products especially current account Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills TimeManagement Sellingskills Telephoniccold calling skills Willingness totravel & relocation as per business requirements and careeropportunities Competencies Planningand Organizing CustomerFocus ManagingRelationships DrivingExecution Collaborating Coaching BusinessAcumen Influencing Location - Bengaluru,Bannerghatta,Belgaum,Chennai,Coimbatore,Davangere,Dharwad,Ernakulam,Erode,Hyderabad,Kollam,Kothamangalam,Madhwapur,Madurai,Malkajgiri,Medchal,Mysuru,Nagar,Rajahmundry,Ramanathapuram,Rangareddy,Salem,Tambaram,Thiruvananthapuram,Tiruvannamalai,Thrissur,Tiruchirapalli,Tumkur,Vijayawada

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, with a strong background in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies for acquiring high-value customers. Build and maintain relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base. Collaborate with cross-functional teams to achieve business objectives. Provide excellent customer service and support to ensure client satisfaction. Analyze market trends and competitor activity to stay ahead in the competition. Job Requirements Strong knowledge of liabilities, branch banking, and premium acquisition. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in managing and developing relationships with high-value customers. Familiarity with the BFSI industry and its regulations.

We are looking for a highly skilled and experienced Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in liabilities, branch banking, current account, and relationship management. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to achieve business objectives. Collaborate with internal teams to ensure seamless delivery of products and services. Provide exceptional customer service and resolve client queries promptly. Analyze market trends and competitor activity to stay ahead in the industry. Job Requirements Strong knowledge of liabilities, branch banking, current account, and relationship management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in managing and developing client relationships. Familiarity with industry trends and regulations.

We are looking for a highly skilled and experienced Digital Banking Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in digital banking or related fields. Roles and Responsibility Manage and maintain the bank's digital banking platform, including online and mobile channels. Develop and implement strategies to increase digital banking adoption and usage. Collaborate with cross-functional teams to ensure seamless integration of digital banking services. Provide excellent customer service and support to resolve digital banking queries and issues. Analyze market trends and competitor activity to identify opportunities for growth and improvement. Stay updated with industry developments and emerging technologies to enhance digital banking offerings. Job Requirements Strong knowledge of digital banking platforms, including Neo and other relevant technologies. Excellent communication and interpersonal skills to interact with customers and internal stakeholders. Ability to work in a fast-paced environment and adapt to changing priorities and deadlines. Strong analytical and problem-solving skills to analyze data and make informed decisions. Experience working in a branch banking environment with a focus on liabilities and digital banking products. Familiarity with industry-specific regulations and compliance requirements is an asset.

We are looking for a skilled Premium Acquisition Manager with 5 to 10 years of experience in the BFSI industry, specifically in liabilities and branch banking. The ideal candidate will have a strong background in premium acquisition and management. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to achieve business objectives. Provide exceptional customer service and support to ensure customer satisfaction. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Minimum 5 years of experience in the BFSI industry, preferably in liabilities and branch banking. Strong knowledge of premium acquisition and management principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with Equitas Small Finance Bank is an added advantage.