3094 Current Account Jobs - Page 12

Acquire CASA and liabilities accounts through cold calling, market references, cross-selling, and selling third-party products such as life and health insurance and mutual funds SIPs Acquire new customers through various channels Meet sales targets Required Candidate profile Acquisition of CASA & liabilities accounts through various channels, with a focus on sales targets and customer satisfaction Experience in Field Sales Excellent communication skills

Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions...

Job Name : Branch Sales Officer-Retail Branch Banking Location : Patna Boring Read Interview date -16-10-2025 Time 10.00 AM - 3.00 PM Job Purpose: Sourcing Business- Solely responsible to source business through open market Need to create Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down...

Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions...

Hiring Relationship Manager – CASA Sales for leading bank in Coimbatore! Min 2 yrs exp in CASA/banking sales. Share or refer profiles to sangeetha.m@sprohr.com

ROLE PURPOSE & OBJECTIVE This role is responsible for acquiring new current account customers from the open market and cross-selling of products/services as per the profile & need of the customers. This role drives the current account business for the respective branch and ensure the CA targets for the branch is met. The incumbent provides service to NTB current account customers. This role also handles cross selling of QR & POS and is accountable for adherence to compliance and regulatory norms. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE CA Numbers: 5 to 8 Current accounts (based on vintage) CA Values: 9 lacs to 15 lacs incr. CA value (based on vintage) TPP Wgt Premium: 0.40 lacs to...

POSITIONDESCRIPTION JOBTITLE FinancialInclusion Officer GRADE AM-I DEPARTMENT MicroBanking LOCATION BRANCH SUB-DEPARTMENT TYPEOF POSITION Full-time REPORTSTO BranchManager REPORTINGINTO NA ROLEPURPOSE & OBJECTIVE Thisprofile is directly responsible for business generation, customeracquisition and customer servicing for Deposit Products, Digitalchannels and Third Party Insurance products Theprofile role includes cross-selling to existing customers as wellas acquisition of new customers through referral and familybanking Offerand onboard customers on CASA and Term deposit products tocustomer, their family members and their references. Offerand onboard customers on Digital platforms including M...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...

This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the targ...

This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the targ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch (Sr. Manager Grade) Note: Candidates having 8+ years experience in Branch Banking Operations, Sales and Service need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targe...

About the team : The Oil and gas vertical Focused Offline payment solution team. Includes payment of oil/petrol and gas bills via QR Codes and POS machines. Predominantly dealing with Petrol and gas station Merchants and other Retail businesses, handling end-to-end sales and Operations. Onboarding new merchants for offline solutions and servicing existing merchants. Maintaining good relationships with PSU Companies / Oil marketing Companies. Responsibilities: * Managing, training, and providing overall guidance to the Service team of an assigned territory. * Setting reasonable Service targets to be achieved by the team. * Monitoring the performance of the service team and motivating members ...

Role & responsibilities Manage the Classic Portfolio of high-value customers in the branch. Provide personalized banking services and ensure superior customer experience. Build and maintain strong relationships with Classic customers through regular interactions and portfolio reviews. Achieve targets for cross-selling banking and third-party products investments, insurance, loans, and cards. Ensure timely servicing of customer requests related to accounts, investments, and transactions. Maintain high service standards , compliance with KYC/AML norms, and audit guidelines. Identify opportunities for upgrading customers to higher value segments. Coordinate with branch operations for smooth acc...

Branch Relationship Manager Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ...

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. SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE CAbook size of the branch CATarget fo...

ROLEPURPOSE & OBJECTIVE Thisrole drives the Banks operational efficiency byconsistently driving teams productivity and achievingproductivity benchmarks. Along with its team of BDE,AAM and AM, this role isresponsible for sale of banks products. Thisrole is also important to cultivate networks and partnershipstoward existing Current account and Savings account customers andconsistently work on Customers retention. Hence,the role incumbent executes action plans on how best to manageCustomer Portfolios of existing accounts and to generate newcustomers. Therole incumbent is highly oriented to Customer Service, takesownership of all customer issues, proactively identifies possibleissue and brings ...

Job Name : Branch Sales Officer-Retail Branch Banking Location : Hdfc Bank Ltd, Kushan Plaza, 1St Floor, Opp Guwahati Tea Acution, Centreganeshguri, Guwahati, Guwahati, Assam Interview date -15-10-2025 Time 14-10-2025 AM - 3.00 PM Job Purpose: Sourcing Business- Solely responsible to source business through open market Need to create Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment...

Job Name : Branch Sales Officer-Retail Branch Banking Location : Haridevpur Interview date -15-10-2025 Time 11.00AM - 3.00 PM Job Purpose: Sourcing Business- Solely responsible to source business through open market Need to create Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT gui...

Graduate Fresher – Banking Sales (CASA Sales) Location:Mumbai, wiil get nearest branch Interview Location – Chembur Graduate FreshersRetail Banking / Sales Identify potential customers through cold calls, and references.

Job Name : Branch Sales Officer-Retail Branch Banking Location : HDFC Bank Ltd, Dalhousie - Clive Row Branch, Jardine House, 4, Clive Row, Kolkata, Kolkata, West Bengal PIN- 700001 Interview date -16-10-2025 Time 11.00AM - 3.00 PM Job Purpose: Sourcing Business- Solely responsible to source business through open market Need to create Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment...

Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. 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, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorec...

Personal Banker CASA Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts o...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales p...

Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them wit...

Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions...