4890 Cross Selling Jobs - Page 30

Primary Responsibilities: Business Financials Meet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal Process Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactions Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning Innovation Maintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Abohar,Agra,Ajmer,Aligarh,Prayagraj,Alwar,Ambala,Amritsar,Badnagar,Baghpat,Bamanwas,Baran,Barara,Bareilly,Bari,Barnala,Barwani,Basti,Beawar,Bharatpur,Bathinda,Bhilwara,Bhiwani,Bijnor,Bilaspur,Bulandshahr,Bundi,Chandigarh,Chaurah,Dausa,Dehradun,Deoli,Deoria,Dhamnod,Durg,Ellenabad,Faridabad,Fatehabad,Fazilka,Firozpur,Firozabad,Ganganagar,Ghaziabad,Gidderbaha,Goniana,Gorakhpur,Gurugram,Gwalior,Haldwani,Hanumangarh,Hapur,Hardoi,Haridwar,Hathras,Hisar,Indira,Indore,Jaipur,Jalandhar,Jabalpur,Jaunpur,Jhajjar,Jhalawar,Jind,Jodhpur,Kaithal,Kanpur,Kapurthala,Karnal,Kekri,Khargone,Khera,Khurja,Kidwai,Kishangarh,Kota,Kotli,Kotputli,Kurukshetra,Lucknow,Ludhiana,Madhwapur,Maharajganj,Malout,Mandasa,Mathura,Meerut,Modinagar,Moradabad,Muktsar,Nagda,Naraingarh,Narnaul,Narwana,Neem,New Delhi,Noida,Palin,Palwal,Panchkula,Panipat,Patiala,Pithampur,Raebareli,Raipura,Rajnandgaon,Rewari,Rohtak,Roorkee,Rupnagar,Rudrapur,Saharanpur,Samalkota,Samrala,Sanawad,Sandila,Sangamner,Sangrur,Sarsawa,Sawali,Sameli,Shikohabad,Shyampur,Sikandrabad,Sikar,Sirsa,Sohna,Sonipat,Sultanpur,Suratgarh,Thana,Tikari,Tonk,Udaipura,Ujjain,Varanasi,Vikas,Yamuna

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family Banking Group Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTs Individual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issues Learning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Gamharia,Agartala,Alipurduar,Angul,Arambag,Araria,Arrah,Arwal,Asansol,Aurangabad,Bagnan,Bagodar,Balurghat,Badvel,Bandra,Banka,Bankura,Barasat,Barauni,Bargarh,Barrackpur,Basirhat,Basudebpur,Begusarai,Belur,Berhampore,Bhabanipur,Bhagalpur,Bhagwanpur,Bhubaneswar,Birbhum,Bishalgarh,Biswanathpur,Bolpur,Bardhaman,Buxar,Chakdah,Chanchal,Chapra,Chariali,Chas,Choudwar,Chowk,Contai,Cooch Behar,Darbhanga,Deoghar,Dhaka,Dhanbad,Dhaniakhali,Dharmanagar,Dhupguri,Dogachia,Domjur,Durgapur,Egra,Ekangarsarai,Forbesganj,Garbeta,Garhwa,Gaya,Ghatshila,Giridih,Golaghat,Gobindpur,Guwahati,Habra,Hajipur,Hajo,Hasanpura,Hazaribag,Hooghly,Howrah,Jagatsinghapur,Jalpaiguri,Jamshedpur,Jamui,Jainagar,Jehanabad,Jhanjharpur,Jhargram,Jharia,Jharsuguda,Jorhat,Kalyanpur,Kamrup,Kanchrapara,Karma,Kasba,Khagaria,Kharagpur,Korha,Kolkata,Kulti,Kumarghat,Lakhisarai,Lalpur,Madhubani,Mathura,Malda,Maner,Medinipur,Memari,Midnapore,Motihari,Murshidabad,Muzaffarpur,Nabinagar,Nadia,Nagaon,Nagar,Nalbari,Nayagarh,Panagarh,Panskura,Parganas,Paschim,Patapur,Pathsala,Patna,Purba Champaran,Puri,Purnia,Purulia,Rae,Raha,Raiganj,Rajgir,Rajpur,Ranchi,Raniganj,Ratu,Rourkela,Saguna,Saharsa,Sahebganj,Sakchi,Samastipur,Sambalpur,Sasaram,Shiv,Sikandra,Siliguri,Sitamarhi,Siwan,Sonapur,Sonitpur,Sultanganj,Sundargarh,Sutahata,Tajpur,Takipur,Tamluk,Teghra,Teliamura,Tezpur,Thakurpukur Mahestola,Udaipura,Uluberia

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 PURPOSE & OBJECTIVE Phone Banking Officer will be responsible for resolving customer queries over the phone by providing efficient service, providing customers with relevant products and service information and cross selling various banking products to new and existing customers over the phone SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Value generation of 4 to 12 Lacks per month basis employee tenure 45 to 70 calls handled per day basis employee tenure 100 to 200 leads generated per month basis employee tenure Support provided to customers calling for all banking products Coordinate with Pan-India Branches for customer queries and leads generated KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Adhere to all Service and Business metrics set for the unit Inform and suggest new banking products to customers Take leads for new bank accounts according to laid down rules and guidelines Participate in marketing and awareness campaigns being executed through the phone banking channel to create an enlarged customer base Ensure to pick up 70+ calls per day Ensure constant monitoring of peer staff to ensure Zero instances of mis selling Provide continual evaluation of processes and procedures Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers Customer (Both Internal & External) Increase the First Call Resolution Rate (FCR) in the calls handled. Provide splendid customer services to customers in a friendly and courteous manner at all times Have sufficient knowledge about the banking products and services to respond to all customer inquiries accordingly Improve customers banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay Inform and educate customers on alternative/ digital channels of bank such as ATMs/ BCs / Internet & Mobile Banking Provide information to customers on their account status and account balances Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction Ensure that customers confidential information is properly protected and only used for official purposes Be involved in performing some financial related and marketing transactions Channel complex customer complaints and challenges to the right departments for effective resolution Internal Process Ensure defined number of calls are handled and service metrics are maintained Ensure that all the banks policies and procedures, code of conduct and regulatory guidelines are strictly complied with in the process of discharging duties Ensure all calls are tagged accurately in CRM Help all other members of staff in other departments of the bank by liaising with them through healthy interactions Handle small projects 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. Mentor junior staff MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in any discipline and Undergrads with 2 years and above experience in Banking/Financial institute/NBFC/BPO/Customer service and sales. Experience (Years and Core Experience Type) 0 to 2 years of experience in relevant field Certifications NA Functional Skills Relationship Management 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 Adapting to changing business requirements Competencies Banks Product Knowledge Sales and Influencing Skills Awareness of Banking regulations Flexible to work in 24/7 shifts Flexible to work in different LOBs within Phone Banking

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms Coordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactions Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning Innovation Maintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Abohar,Agra,Ajmer,Aligarh,Alwar,Ambala,Amritsar,Badnagar,Baran,Barara,Bareilly,Barnala,Barwani,Bharatpur,Bathinda,Bhilwara,Bhiwani,Bilaspur,Bulandshahr,Bundi,Chandigarh,Chaurah,Dausa,Dehradun,Deoli,Dhamnod,Dhar,Durg,Ellenabad,Faridabad,Fatehabad,Fazilka,Firozpur,Firozabad,Ganganagar,Ghaziabad,Gidderbaha,Goniana,Gurugram,Gwalior,Haldwani,Hanumangarh,Hapur,Haridwar,Hathras,Hisar,Indore,Jaipur,Jalandhar,Jhajjar,Jhalawar,Jind,Jodhpur,Kaithal,Kapurthala,Karnal,Kekri,Khandwa,Khargone,Khera,Khurja,Kishangarh,Kota,Kotli,Kotputli,Kurukshetra,Ludhiana,Madhwapur,Mandasa,Mathura,Meerut,Modinagar,Moradabad,Muktsar,Nagar,Nagda,Naraingarh,Narnaul,Narwana,Neem,New Delhi,Palin,Palwal,Panchkula,Panipat,Patiala,Pithampur,Raipura,Rajnandgaon,Rewari,Rohtak,Roorkee,Rupnagar,Rudrapur,Saharanpur,Samalkota,Samrala,Sanawad,Sangamner,Sangrur,Sawali,Shikohabad,Sikandrabad,Sikar,Sirsa,Sohna,Sonipat,Suratgarh,Thana,Tonk,Udaipura,Ujjain,Vikas,Yamuna

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-5 years of experience in the BFSI industry, preferably with a background in Micro Mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct field visits to assess client creditworthiness and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of Micro Mortgages and Inclusive Banking products. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with relationship management software and tools. Ability to meet sales targets and achieve business objectives. Location - Nashik,Nagpur,Wardha,Wani

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.

Dear Candidate, We are conducting a Walk-in Drive for Inside Sales role in Jeevansathi.com. Date- 21-Jul-2025 Time- 10:30 AM to 2:30 PM Location- InfoEdge India Ltd - A88, A Block, Sector 2, Noida, Uttar Pradesh 201301(Nearest Metro - Noida Sector 15 ) Map location- https://maps.app.goo.gl/vMHHUz23u7sD5CM47 Documents required- 2 copies of CV Inside Sales - Jeevansathi.com Join one of India's leading matrimony platforms! At Jeevansathi.com, we've been transforming lives for over 20 years with secure, personalized matchmaking. Now, were looking for passionate sales professionals to help users find their perfect match. Experience: 1-5 years Qualification: Any Graduate/Post Graduate (Prior sales experience preferred) Salary: 4.25 LPA - 6 LPA (70% Fixed & 30% Variable) Working days: 5.5 days What Youll Do: Connect with registered users via calls and guide them through our premium services. Conduct online demos to showcase membership benefits. Counsel users and their families to drive conversions. Meet sales targets and maintain CRM accuracy. Focus on high-value clients for premium plan upgrades. What Were Looking For: Excellent communication and listening skills. Strong persuasion and client-handling abilities. Comfortable with rotational offs. Prior sales or voice process experience is a plus.

We are seeking a proactive and customer-focused Account Manager to oversee key client relationships, drive adoption, and ensure value realization from our software products. The role demands strong relationship-building skills, commercial acumen, and the ability to align product capabilities with customer business goals. Excellent Communication Skills : Strong verbal & written comm skills. Good Listener. convey info clearly & persuasively. Interpersonal Skills : Ability to build rapport, establish trust with clients, empathetic and willing to say NO” Customer Focus : Desire to understand & address needs of clients. Should be responsive & proactive. Problem-Solving Abilities : The ability to identify problems, analyze situations, and develop creative solutions. Negotiation and Influencing Skills : Account managers need manage expectations, and influence decision-making processes with clients. Strong negotiation and influencing skills are critical for navigating complex business relationships and driving mutually beneficial outcomes. Organizational Skills : Ability to prioritize tasks, Attention to detail. Sales Acumen : Willingness to identify upsell and cross-sell opportunities, and driving revenue growth. Analytical Skills : Track key performance indicators (KPIs), and derive insights from customer interactions is valuable for informing strategic decision-making and optimizing account management strategies. Adaptability and Resilience : The ability to adapt to change, overcome obstacles, and maintain composure under pressure is essential for success in account management roles. Team Player Mentality : Collaboration and teamwork are often required in account management, particularly when coordinating work effectively with colleagues across different departments. Act as a trusted advisor and main point of contact for customer escalations and solutioning. Renewal and Contract Management : Proactively engage with the client to discuss contract renewals and extensions. Review and negotiate contract terms, pricing, and service levels. Ensure timely renewal of contracts to maintain continuity of service. Manage contract documentation and administrative tasks related to renewal.

Designation: Customer Relationship Officer (UB-RB-SB-CRO), Customer Relationship Officer (UB-RB-EB-CRO), Customer Relationship Officer (UB-RB-NB-CRO), Customer Relationship Officer (UB-RB-WB-CRO), Customer Relationship Officer (UB-MB-EB-CRO), Customer Relationship Officer (UB-MB-WB-CRO), Customer Relationship Officer (UB-MB-NB-CRO) Office Location: Jalgaon , Vadodara , Solapur , Ahmednagar , West 4402-Vishrantwadi, West 4403-Swargate, West 4404-Hadapsar, West 4406-Akurdi, West 4408-DP Road, West 4409-Nashik Road, West 4410-Cidco, West 4411-Koparkhairne West 4412-ThaneWest 4413-ChemburWest 4414-Govandi MankhurdWest 4415-KondhwaWest 4416-KalyanWest 4419-AmbarnathWest 4420-DombivliWest 4422-LBS RoadWest 4423-Nashik CentralWest 4427-ChakalaWest 4428-UdhanaWest 4430-Parvat GamWest 4431-KapodraWest 4432-KharadiWest 4433-GoregaonWest 4435-BorivaliWest 4436-SionWest 4438-SantacruzWest 4441-NavsariWest 4442-Harni RoadWest 4443-Makarpura RoadWest 4447-AkotaWest 4448-AnkaleshwarWest 4449-BharuchWest 4450-AhmednagarWest 4452-SataraWest 4453-KaradWest 4454-GarkhedaWest 4455-Samarth NagarWest 4456-BhiwandiWest 4457-VapiWest 4458-SolapurWest 4460-SangliWest 4462-KamotheWest 4463-NadiadWest 4464-KolhapurWest 4465-Nava VadajWest 4467-Naroda PatiyaWest 4468-CTMWest 4470-IchalkaranjiWest 4472-BardoliWest 4473-ValsadWest 4474-JalgaonWest 4475-BhusawalWest 4479-MehsanaWest 4480-HimmatnagarWest 4482-Mavdi ChowkWest 4483-Shastri MaidanWest 4490-RajpiplaWest 4491-VyaraWest 4493-LaturWest 4495-Byramji TownWest 4496-C A RoadWest 4498-BhavnagarWest 4499-BotadWest 4505-VirarWest 4507-KaniyelWest 4510-KhadanaWest 4511-GodthalWest 4513-BadodaraWest 4514-ParsanatajWest 4515-AnandWest 4516-JamnagarWest 4517-GodharaWest 4518-Prahalad NagarWest 4519-DahodWest 4520-MorbiWest 4523-NandedWest 4524-ModasaWest 4526-ChandrapurWest 4527-HalolWest 4530-TransadWest 4531-AmbavWest 4532-BorolWest 4534-GhatkoparWest 4538-JalnaWest 4539-GandhidhamWest 4540-PusadWest 4541-BodeliWest 4542-VadaliWest 4544-JasdanWest 4549-Fulchurnaka/Awantibai ChowkWest 4550-LunawadaWest 4558-Narol Circle /Hathijan CircleWest 4506-KahanwadiWest 4529-KharivavdiWest 4504-MalvanWest 4512-BhaladaWest 4407-PimpriWest 4509-NavakhalWest 4502-Bhoj Position description: Customer Relationship Officer Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Ahmedabad,Ahmednagar,Akurdi,Ambarnath,Ambejogai,Anand,Anklav,Aurangabad,Bardoli,Vadodara,Beed,Bharuch,Bhavnagar,Bhiwani,Bhusawal,Bodeli,Borivali,Botad,Chandrapur,Chembur,Chikhli,Chowk,Dahod,Dholka,Dombivli,Gandhidham,Ghatkopar,Gondiya,Goregaon,Govandi,Halol,Himatnagar,Hyderabad,Ichalkaranji,Jalgaon,Jalna,Jamnagar,Jasdan,Karad,Kheda,Kolhapur,Latur,Lunawada,Malwan,Mehsana,Modasa,Morbi,Mumbai,Nadiad,Nagpur,Nanded,Naroda,Nashik,Navsari,Panvel,Patan,Petlad,Pimpri,Pune,Pusad,Rajkot,Rajpipla,Sangli,Santacruz,Satara,Sion,Solapur,Surat,Thane,Vadali,Valsad,Vapi,Virar,Vyara

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

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

Primary Responsibilities: Business and customerCross sell of liability investment and asset products to both existing and NTB customersGenerate referrals from internal base and ensure customer service issues are addressed Generate and review reports and file them accordinglyAdminister and ensure compliance to all sales practices in branchMeet the business targets and identify sales opportunitiesGenerate leads for new business and customersPrepare and analyze branch profitabilityHiring of sales resources and providing them with the requisite training and handholding themSelfsourcing business basis opportunity and potential CustomerEnsure seamless onboarding experience for customersEnsuring best in class TAT and processing standardsEnsuring that any service complaints are resolved in a timely mannerProfiling customers and providing them with the right productCompetitor watch and give relevant suggestion and feedback to constantly improvise products intune with the marketInternal processBuild a strong teamWorking towards eliminating bottlenecks in the process and rejuvenating the customer journey with UjjivanTimely training of team members so as to ensure product knowledge change in processes are communicated in a timely manner downwardsInnovation LearningEnhance onjob selflearning Ensure timely completion of training learning programs assigned time to time for self and for the team Location: Bhubaneswar,Bardhaman,Dhanbad,Kharagpur,Kolkata,Lalpur,Nagar,Patna,Rajpur,Ranchi,Ratu,Silchar,Siliguri

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

Process: Outbound Demat Account opening Voice Process Role:– 1. Digital client acquisition of Demat accounts using LMS on provided leads. 2. Ensure the clients downloads our mobile application and complete the KYC process Required Candidate profile Candidate Profile: 1.Sales driven approach 2.Knowledge of Stock Market-Demat Account, Nifty etc. More Details Contact HR Dhanashri: 7796426785 Perks and benefits Performance Bonus and growth opportunities.

We are looking for a highly motivated and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in sales, preferably in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve sales targets and objectives. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Proven experience in sales, preferably in the BFSI industry, with a minimum of 1 year of experience. Strong knowledge of emerging enterprise banking products and services. 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 analyze market trends and competitor activity. Experience working with used car sales or related fields is an added advantage.

We are looking for a highly skilled and experienced Branch Business Head to lead our Emerging Enterprise Banking team in Equitas Small Finance Bank. The ideal candidate will have 1-3 years of experience in the BFSI industry, with a strong background in assets management and business development. Roles and Responsibility Develop and implement strategies to drive business growth and expansion. Manage and oversee branch operations, ensuring compliance with regulatory requirements. Build and maintain relationships with key stakeholders, including customers and partners. Identify and mitigate risks, developing contingency plans as needed. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to inform business decisions. Job Requirements Proven experience in managing assets and driving business growth. Strong understanding of emerging enterprise banking products and services. Excellent leadership and communication skills, with the ability to motivate teams. Ability to analyze complex data and make informed decisions. Strong problem-solving skills, with the ability to think creatively. Experience working in a fast-paced environment, prioritizing multiple tasks.

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.

COMPANY-MNC COMPANY Job Profile: -AREA MANAGER Location- Pan India Company Graduation mandatory Above 2 years of experience in Field Sales Age 27 - 40 Package UPTO*3.5* To 4LP.A and above Benefits- Unlimited incentives + Every 6 months promotion+ 4-5 lack Mediclaim + 2-3 Credit card +Health Insurance + loan facility + On Role +Job SecurityPF +Gifts , Voucher, Nation And International Trip, Agents Commission, Family Security, Traveling Insurance Email-Id -archanawillpower@gmail.com If any one Interested Contact immediate on- 96658 01126 Or Share Your Resume At

Acquire digital clients for Demat accounts using provided leads. Drive app downloads and ensure KYC completion. Basic understanding of the stock market, including terms like Demat accounts, Nifty 50, Sensex, SEBI, etc. Required Candidate profile Salary: upto 25k+ Incentives up to 70K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785

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.

I. ROLE PURPOSE & OBJECTIVE Sr. Banking Relationship Manager the single point relationship management official of the Bank for the high-net-worth customers in the Priority Banking Segment of Bank. Sr. RM is primarily responsible for providing financial solutions to the Emerging HNI & HNI customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship especially via balance growth in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions. Apart from Liability his/her key focus will be on ensuring Cross-sell of Mutual Funds SIPs, Insurance etc. He/ She should also ensure in increasing customer engagement through other products like Forex, Remittances, Loans, etc. to the new and existing customers. He/She will also ensure that references of other HNI customers are taken from existing customers which could be family members, friends, acquaintances, business partners etc to enhance his portfolio. Sr. RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective like Investments MF, Demat etc and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. He/ She also updates Bank's internal systems like the Daily activity tracker in CRM, Customer Profiling etc for monitoring, accurate reporting and MIS. NON-FINANCIAL SIZE TRV Size Ranging from 25 Cr 100 Cr Number of Branches 2 to 4 selective branches within City/Cluster/Region Number of products and services catering to all banking products & services Volume of products and services As mentioned in their KRA III. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Achieve % Cumulative Daily Balance - Deepening in Mapped Existing to Bank - ETB Book Achieve the New to Bank - NTB Target from self-sourced accounts across all schemes Achievement of Target from Mutual Funds, Life Insurance - LI, General Insurance - GI, Asset Products Other Cross Sell Points - through Loans, Term Deposits, Forex remittances, Cards, etc Improve Customer Activation % by sale of defined hooks in the mapped portfolio. Experience on modules like Wealth Management, Portfolio Building, Financial Planning, etc

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

Position description: Customer Relationship Officer Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines