4890 Cross Selling Jobs - Page 31

Position description: Acquisition of new Unsecured loans customersfrom open market Identification of quality leads fromunsecured loans & liabilities customers for Unsecured loans Assessment/evaluation of the leadsgenerated which include analyzing credit histories & simple financialanalysis by adhering to internal and external regulations Monitor installment payments andcollections of his/her customers Enhancement of relationshipwith the existing customers by cross-selling Ujjivans products as per theprofile & need of the customers Primary Responsibilities: Business/ Financials Achieve the set targets on Unsecured loans in terms of open market acquisition and existing customer conversion Work with liabilities team to focus on cross selling unsecured Location - Abohar,Ajmer,Ambala,Amritsar,Badnagar,Baghpat,Barara,Bareilly,Beawar,Bijnor,Bulandshahr,Chowk,Deoli,Ganganagar,Gorakhpur,Hanumangarh,Hapur,Haridwar,Indira,Jabalpur,Jind,Kaithal,Kalan,Karanpur,Kekri,Khargone,Khera,Kurukshetra,Lucknow,Meerut,Modinagar,Moradabad,Nagda,Neem,Roorkee,Saharanpur,Sandila,Sangrur,Sameli,Sikar,Sonipat,Thana,Ujjain,Varanasi,Yamuna

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 Customer Service Officer to join our team at Equitas Small Finance Bank in the BFSI industry. The ideal candidate will have 2 years of experience in customer service, preferably in retail banking or mortgage operations. Roles and Responsibility Manage customer relationships and provide excellent customer service. Handle customer inquiries and resolve issues professionally. Work closely with the operations team to ensure seamless execution of customer transactions. Maintain accurate records of customer interactions and transactions. Collaborate with internal teams to improve overall customer satisfaction. Identify opportunities to upsell and cross-sell products and services to customers. Job Requirements Minimum 2 years of experience in customer service, preferably in retail banking or mortgage operations. Strong knowledge of inclusive banking principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and manage multiple tasks simultaneously. Strong problem-solving and analytical skills. Experience working with SBL mortgages and other financial products 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 1-7 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. Analyze market trends and competitor activity to identify opportunities and threats. Lead and motivate a team of professionals to achieve business objectives. Monitor and control expenses to ensure cost-effectiveness and profitability. Job Requirements Proven experience in managing teams and driving business results. Strong knowledge of emerging enterprise banking products and services. Excellent communication and interpersonal skills. Ability to analyze complex data and make informed decisions. Strong leadership and problem-solving skills. Experience working in a fast-paced environment and meeting deadlines. Location - Emerging Enterprise Banking,South,Tamil Nadu,Tamil Nadu 2,Madurai,Madurai,Palani,1061,Palani

We are looking for a highly motivated and experienced Business Development 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 business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong 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 develop and execute marketing campaigns and promotions. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong understanding of the BFSI industry, particularly in liabilities, branch banking, or business development. Excellent communication, interpersonal, and negotiation skills. Ability to work independently and as part of a team to achieve common goals. Strong analytical and problem-solving skills with attention to detail and accuracy. Proficiency in Microsoft Office and other productivity software applications. Ability to adapt to changing circumstances and priorities in a fast-paced environment.

Position description: Acquisition of new Unsecured loans customersfrom open market Identification of quality leads fromunsecured loans & liabilities customers for Unsecured loans Assessment/evaluation of the leadsgenerated which include analyzing credit histories & simple financialanalysis by adhering to internal and external regulations Monitor installment payments andcollections of his/her customers Enhancement of relationshipwith the existing customers by cross-selling Ujjivans products as per theprofile & need of the customers Primary Responsibilities: Business/ Financials Achieve the set targets on Unsecured loans in terms of open market acquisition and existing customer conversion Work with liabilities team to focus on cross selling unsecured Location - Ahmedabad,Ambarnath,Ambejogai,Anand,Aurangabad,Vadodara,Beed,Bharuch,Bhiwani,Bhusawal,Bodeli,Borivali,Botad,Chandrapur,Chembur,Chikhli,Chowk,Dahod,Dholka,Dombivli,Gandhidham,Ghatkopar,Gondiya,Goregaon,Govandi,Halol,Himatnagar,Hyderabad,Jalgaon,Jalna,Jamnagar,Jasdan,Karad,Lunawada,Mehsana,Modasa,Morbi,Mumbai,Nadiad,Nagar,Nagpur,Nanded,Naroda,Navsari,Panvel,Pune,Pusad,Rajkot,Sangli,Santacruz,Satara,Sion,Surat,Thane,Vadali,Valsad,Vapi,Virar,Vyara

Location: Dholka,Kheda,Malwan,Patan,Petlad,Vadali,Vadodara,Valsad 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

We are looking for a highly skilled and experienced Service Delivery Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, with expertise in liabilities, branch banking, and service delivery. Roles and Responsibility Manage and oversee daily branch operations for efficient service delivery. Develop and implement strategies to enhance customer satisfaction and loyalty. Collaborate with cross-functional teams to achieve business objectives. Analyze and resolve complex customer complaints and issues promptly. Train and guide junior staff members to improve their skills and knowledge. Monitor and control expenses to ensure cost-effectiveness and profitability. Job Requirements Strong understanding of liabilities, branch banking, and service delivery principles. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in using technology and software applications for managing customer interactions. Strong analytical and decision-making skills to drive business growth. Experience working in a similar role within the BFSI industry is preferred. Location - Branch Banking,Rest of India 2,Karnataka,Karnataka,Bangalore 1,Bangalore 1,Karnataka,3083,K G Road

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 1-6 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, or related fields. Roles and Responsibility Manage relationships with merchants and other stakeholders to achieve business objectives. Develop and implement strategies to increase sales and revenue growth. Build and maintain strong relationships with existing clients to ensure customer satisfaction. Identify new business opportunities and expand the client base. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of banking products and services, including mortgages and standalone merchant OD. Excellent communication and interpersonal skills to build strong relationships with clients and stakeholders. 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 small finance banks or similar institutions is preferred. Ability to adapt to changing circumstances and priorities. Location - Inclusive Banking - SBL , West , Maharashtra , Pune , Kolhapur , Mondha , Maharashtra , 9088 , Osmanabad

We are looking for a highly skilled and experienced Customer Service Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or customer service. Roles and Responsibility Manage and resolve customer complaints professionally and courteously. Provide excellent customer service through various channels, including phone, email, and walk-in. Develop and maintain strong relationships with customers to increase loyalty and retention. Collaborate with internal teams to resolve complex customer issues and improve overall customer satisfaction. Identify and escalate potential risks or issues to senior management. Maintain accurate records of customer interactions and transactions. Job Requirements Strong communication and interpersonal skills are essential for building rapport with customers and colleagues. Ability to work in a fast-paced environment and manage multiple tasks simultaneously. Knowledge of banking products and services, including liabilities and branch banking operations. Experience in customer service, focusing on resolving complaints and improving customer satisfaction. Strong problem-solving skills to analyze problems and develop effective solutions. Ability to work collaboratively as part of a team to achieve common goals. Location - Branch Banking,North,Haryana,HR & PB , Haryana , Haryana , Haryana , 11025 , Panchkula

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 2 to 7 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 ensure high levels of customer satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. 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 Minimum 2 years of experience in sales, preferably in the BFSI industry. Strong knowledge of emerging enterprise banking products and services. 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 used car sales or related fields is an added advantage.

Credit Card Executive – Sales & Service Juinagar, Navi Mumbai Graduate | 1+ yr BPO/Customer Service experience Handle inbound calls, sell credit cards & banking products Achieve monthly targets CTC: Up to 5.20 LPA Rotational shifts Required Candidate profile Contact List (For Call/SMS/WhatsApp): HR Simran – 9773553319 Sanika – 9082104424 Ekta – 8080126356 Hrutika – 9137797705 Khyati – 9022157571 Website: www.hyfly.in

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 3 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough needs analysis to understand customer requirements and provide tailored solutions. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Stay up-to-date with industry trends and competitor activity to stay ahead in the market. Job Requirements Proven experience in premium acquisition, sales, or relationship management within the BFSI industry. Strong understanding of liabilities, branch banking, and financial products. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with CRM software and other sales tools.

We are looking for a skilled Premium Acquisition Manager with 3 to 4 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 premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase sales and revenue. Identify new business opportunities and develop plans to pursue them. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and ensure customer satisfaction. Job Requirements Minimum 3 years of experience in premium acquisition or a related field. 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 working with small finance banks or BFSI institutions is an advantage.

We are looking for a skilled Premium Acquisition Manager with 3-4 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 premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire 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 exceptional customer service and support to ensure client satisfaction. Analyze market trends and competitor activity to stay ahead in the industry. Job Requirements Minimum 3 years of experience in premium acquisition or related fields. Strong knowledge of liabilities, branch banking, and premium acquisition 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 small finance banks or similar institutions is preferred.

Responsibilities: Make outbound sales calls to businesses and introduce our telecom products/services. Understand customer needs and explain the best solutions with confidence and achieve Targets

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch

Role-Digital Acquisition Manager-CA-Digital 811 Short Description for Internal Candidates Description for Internal Candidates Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. Same

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria Maximum 30 Years of age.

Sr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Business Relationship Manager - WC-Working Capital-Sales Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Business Relationship Manager Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDDs. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customers basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Job Requirement Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc

4193-Relationship Manager - Commercial Vehicles Relationship Manager who will be responsible for sourcing of new business from open market / RL branch network or CA / DSA channel network. Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC) Cross sell of other banking products Souring and Servicing of WC, Inventory Funding or Trade Advance to automobile Dealerships Warehousing Projects Finance ( restricted to transport / logistics segment ) Lease Rent Discounting (restricted to transport / logistics segment and automobile segments ) Evaluation of financials and structure the transactions with suitable product offerings to meet the clients finance requirement Preparing the marketing proposal and coordinating with credit team for approval of the NTB proposals Coordinating with technical, legal and operations team for loading and disbursement of files Actively evaluating the opportunity of cross sell to increase the wallet share Login and monitoring of TOD and Adhoc facilities on regular basis Coordination with the Trade team for non fund based transaction Coordinating with ops and monitoring for renewal / DRS / Enhancement / Property insurance updation. Taking care of WCDL disbursement and its tracking for deposits of payment on the due date. DRS Tracker. Monitoring of same and put reminder to client if any DRS exceed their deadline Arranging and submission of Book debts / stock statement on monthly basis i.e within deadline RCU of files prior login of any file ( renewal or enhancement )

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria Maximum 30 Years of age.

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria Maximum 30 Years of age.

Sr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.