1365 Current Account Jobs

Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervis

Dear Candidate, Urgent opening with leading Bank. There is an urgent opening with leading Bank. Designation : RM Premier Account Experience: 2-7 years of Banking experience Locations : Mumbai CTC : Upto 5-6 Lacs (Depends on last drawn CTC) Job Description : Acquisition of High End Current Accounts/ Saving Accounts along with cross selling of other products of the Bank. New to bank acquisition of CASA through open market lead generation and closure. Activation of customer, ensure that customer maintains required balances & starts transactions in his accounts. Activities for lead generation. Cross sell, Lead generation/ basic enquiry, liaising with Branch Manager & product teams. Adherence to Bank policies and guidelines such as KYC & AML . Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query call Shrutika 022-40697708 / 8369367973

Role: Signature Relationship Manager Location : Mumbai) Experience : Minimum 2 years in CASA Sales We are looking for experienced professionals to join our premium banking team as Signature Relationship Managers . The role involves managing a portfolio of HNI/UHNI clients , offering them tailored banking and investment solutions. Key Responsibilities: Acquire and manage high-value clients Deliver personalized financial and wealth solutions (MFs, Insurance, Bonds, etc.) Conduct regular portfolio reviews and ensure top-tier service Achieve revenue and AUM targets Stay updated with market trends and product offerings Desired Profile: Strong relationship management & communication skills Proven track record in HNI client handling and financial product sales Graduate/MBA preferred ntives Interested candidates can apply now or share profiles for immediate consideration on komalrana.bnh@gmail.com.

Job Role: We are hiring experienced Relationship Managers for a leading BFSI company . Ideal for candidates with experience in retail banking, client acquisition, and cross-selling financial products . Responsibilities: Acquire and manage bank customers for savings/current accounts Cross-sell banking and third-party products (insurance, mutual funds, FDs) Maintain strong client relationships and provide excellent service Meet assigned sales and revenue targets Handle walk-in customers and leads assigned by the branch Candidate Profile: 2 to 5 years of experience in BFSI / Banking / Financial Sales Good communication and relationship-building skills Should be target-driven and self-motivated Preferably from Thane, Chembur, Ghatkopar, Mulund, or nearby areas

JD• To Source premium Saving and Current Account and Third party Product • Follow market trends and development to increase the bank's business. • Maintain the Existing client relationship and provide Service. • Completed the assign task, client meeting to identify their financial goals and plans. • To maintain the existing customer and meet the monthly goal sheet as per target.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

MEGA OPENINGS FOR BANKING CLIENT AND NBFC IN HYDERABAD,CHENNAI & ERODE 1. Platinum Relationship Manager (Bank) Location: Hyderabad Job Role: Experience in Retail Banking preferably in relationship management, Sales & dealing with HNI Clients. 2. Relationship Officer(Bank) Location: Hyderabad/Chennai Job Role: Experience in Banking Sales with CASA, Corporate Salary products 3. Territory Sales Manager(NBFC) Location: Chennai Job Role: Experience in Sales of any BFSI products. It is an individual Role 4. Relationship Officer/Relationship Manager(NBFC) Location: Erode Job Role: Exp in Sales dealing with Secured Business Loan or LAP

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

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold Client service standards. Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold Client service standards. Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

Job Purpose Qualification: Graduate in any Discipline Relevant Experience: Fresher / 1-3 years of experience in Field Sales (Liability / insurance sales preferred). Functional Competencies: Selling skills, Good communication skills, Fluently speaks and understands local language Job Responsibilities Financial Responsibilities: Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure. Job Responsibilities Financial Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Non Financial Responsibilities: Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets .Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry. Achieving over all numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers Compliance & Risk Responsibilities: Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way. Location : Mount Road, Chennai Date: 01-Aug-25, Friday Time: 10am to 03pm Interview Venue: AU Small Finance Bank, 137, Anna Salai, Chintadripet, Chennai, Tamil Nadu 600002. Land Mark: Nearby LIC Metro Contact Person- Karthik-HR

Job Title: Area Sales Manager Location: Multiple Locations Experience: 5+ years Duties & Responsibilities: To source business from large corporate to achieve self-target Focus on risk management and consultative selling against only price-based selling. Act as a risk advisor to clients and prospects Responsible for their individual topline and bottom-line. Support cross functional team in client serving/ underwriting and placement of business. To seek market opportunities and identify growth areas in the commercial business. Balancing the optimum product mix. Responsible for implementing business process and controls as laid down by company. To adhere to business process and controls as laid down by HO and ensure strict compliance of regulations as laid down by IRDA. Ensuring prompt customer service (both internal and external customers) Ensuring that the IRDA (Insurance Brokers) Regulations, 2013 are adhered to in their respective areas / regions.

Role/ Job Title: Deputy Manager-Acquisition (Corporate Salary)-Sales Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Deputy Manager-Acquisition (Corporate Salary) to join our Retail Banking team in Kolkata, West Bengal, India. As a leading bank in the country, we are committed to providing our customers with the best financial solutions and services. We are looking for a dynamic individual who shares our passion for excellence and is ready to take on new challenges. Roles & Responsibilities: Identify and acquire new corporate salary accounts for the bank Develop and maintain relationships with corporate clients to generate business Understand the financial needs of corporate clients and provide them with suitable banking solutions Collaborate with other departments to ensure smooth onboarding and servicing of corporate clients Meet and exceed sales targets set by the bank Keep up-to-date with market trends and competition to identify new business opportunities Provide excellent customer service and resolve any issues or concerns raised by corporate clients Ensure compliance with all banking regulations and policies Minimum of 1 years of experience in corporate sales or relationship management in the banking industry Proven track record of meeting and exceeding sales targets Education Qualification: Graduation: Any Graduation Post-graduation: Any Post-graduation Experience: 2 to 5 years of relevant experience Functional Area: Sales

Job Role & Location- PB Teller Authorizer PB Classic PB Sales Teller WD Experience -Min 3 years to Any in Banking sector only. Interview Date - 02 Aug 2025 Day -Saturday Timing -11:00 am to 2 pm Location - Rajnandgaon, Ambagarh Chowki, Mohla, Balod Address -HDFC Bank Ltd,Ground Floor, Jai Shankar Niwas, Ward No. 13, Near Railway Station, Civil Lines, Rajnandgaon, Chhattisgarh Note-For Teller & WD Females are preffered.

As a Key Account Executive, you will be responsible for managing and expanding relationships with SME partners. Your primary focus will be on servicing existing partners by ensuring the satisfaction of both the employer and employees. Additionally, you will be tasked with identifying and onboarding new SME partners for Salary Business, including Current Account, Savings Account (CASA), and other related services. To excel in this role, you must possess a good understanding of the geographical landscape to target SME partners requiring Salary and Allied disbursal services. Your responsibilities will also include cross-selling various bank products such as Debit Cards, Insurances, and driving the distribution of BFSI, Telecom, and allied services. Ideally, you should have at least 1 year of experience in Field Sales, specifically in managing Current Account, Savings Account (CASA), and Salary Account. A graduate qualification is required for this position. The interview process will be conducted online through telephonic interviews. The compensation package offered for this role ranges from 22K CTC to 25K CTC, inclusive of PF and incentives. If you are a dynamic individual with a passion for relationship management and business development, we encourage you to share your CV with Rahul Kumar at 7986559331 to explore this exciting opportunity with Netambit Valuefirst Services.,

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

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

BUSINESS DEVELOPMENT MANAGER EMERGING CORPORATES Job Description Acquiring of Current Account Customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high - quality of current account Proactive registration and activation of acquired customers to direct banking channels. Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customers. Assist and support the Area Sales Manager in the catchment mapping and scoping exercise. Provide regular feedback to Area Sales Manager on opportunities and customer needs Ensure quality sourcing in line with the Bank policy Preferred candidate profile 2-7 years of experience in BFSI. Candidates from other industries having flair for open market sales are welcome. Salary as per industrial norms.

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing personalized banking and financial solutions.

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA . Increasing the Liability book and Investment portfolio size through, deepening and new acquisition. Client Servicing Required Candidate profile Good interpersonal and communication skills Knowledge of CASA sales and marketing Preference to Banking industry candidates Relocation candidates can also apply

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. Interested candidate can share there details on given mail id and number Mail-siddhesh.bhor.ext@yesbank.in No-+917738474256

About The Role : Job TitleSales Manager Premium Banking LocationCalcutta Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitleSales Manager - Premium Banking Corporate TitleNCT LocationBangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Candidate's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitleSales Manager - Premium Banking Corporate TitleNCT LocationMumbai, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Candidate's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitleBusiness Banking Manager, AS LocationGurgaon, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing trade account portfolio. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Business Clients Credit is responsible for advising/supporting business clients with complex credit financing needs, in line with all applicable regulatory requirements. Work includes: Advising on credit-related client solutions and assessing loans from an income and risk perspective, within the existing credit processes Be responsible for preparing credit submissions for approval, and the independent application for credit authority or approvals, whilst also monitoring credit exposures and/or any credit material deterioration over the life cycle of the client relationship Identifying business clients credit needs and proposing suitable products, services and/or solutions Supporting efforts to gain new business and grow earnings potential from existing clients, e.g. at client conferences Advising and guiding teams in the development of bespoke products/solutions/platforms Working with functional and cross-functional colleagues to ensure that products/solutions/platforms meet the needs of the bank/clients. May also participate in the negotiation and execution of mandated transactions with clients Optimal utilisation of resources, and compliance with defined performance targets keeping in line with relevant internal guidelines/controls and regulatory requirements Maintaining and growing business contacts and leads in the lending business Compliance with internal and credit-related regulations, e.g., QS audit results, KWG18 etc. Implementing regulatory KYC requirements, and maintaining compliance with other applicable regulatory requirements and guidelines Your skills and experience The candidate should have experience in servicing or sourcing clients The candidate should have liabilities experience for sourcing Capital accounts (FDI / ODI / ECB) Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualificationrequired is Graduation. Minimum Exp should be 5 10 Years in relevant field. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.