1365 Current Account Jobs - Page 15

To source customers for Current Account, Savings Account Products of the bank Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process Qualifications External Post-graduate or graduate with appropriate experience (at east 1 year experience in liabilities sales preferred) Hardcore sales mentality Primary motivation from achievement of targets A hunter by orientation Should be well groomed and presentable with ambassadorship qualities

Business Relationship Manager Business Loans Department Business Loans (BL) Location Reporting Relationship Position Grade M1/M2/M3 Job Role 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 target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills

Job Role - To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets - This skill will also do sales with assigned customer based mapped to them - Measure of outcomes NPS, Service Level, Service Quality and Sales - Responsible for quality communication and customer servicing within laid down productivity and service benchmarks - Ensure customer "delight- and consistent service experience, including timely resolution of customer queries/issues - Complete the logs specified by the process (End-of-day target) - Adherence to Information Security norms & quality process norms - To be aware of and comply with any updates about the process - Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Job Requirements - Should be a least graduate - No western line candidates to be scheduled, kindly hunt profiles residing near to Thane - Should not have employment gap for more than a month - Should have at least completed a year in current org - Better soft skills conversational skills and English versant scores 7+ - Flexible to work on rotational week offs

To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets " This skill will also do sales with assigned customer based mapped to them " Measure of outcomes NPS, Service Level, Service Quality and Sales " Responsible for quality communication and customer servicing within laid down productivity and service benchmarks " Ensure customer "delight- and consistent service experience, including timely resolution of customer queries/issues " Complete the logs specified by the process (End-of-day target) " Adherence to Information Security norms & quality process norms " To be aware of and comply with any updates about the process " Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Job Requirements " Should be a least graduate " No western line candidates to be scheduled, kindly hunt profiles residing near to Thane " Should not have employment gap for more than a month " Should have at least completed a year in current org " Better soft skills conversational skills and English versant scores 7+ " Flexible to work on rotational week offs

To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc Work closely with Branch Banking teams for new customer addition To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence Focus to continually increase the Book size and profitability of the assigned portfolio To understand client business models, trade related activities, cash flows etc and identify opportunities and grow client relationships To be alert on competitive elements in the target segments (vizother banks etc) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Job Requirements Excellent written and oral communication skills Preferably MBA/ CA 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 Relationship Management Skill Good influencing skills

Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

Business Relationship Manager Business Loans Department Business Loans (BL) Location Reporting Relationship Position Grade M1/M2/M3 Job Role 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 target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills

Job Role - To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets - This skill will also do sales with assigned customer based mapped to them - Measure of outcomes NPS, Service Level, Service Quality and Sales - Responsible for quality communication and customer servicing within laid down productivity and service benchmarks - Ensure customer "delight- and consistent service experience, including timely resolution of customer queries/issues - Complete the logs specified by the process (End-of-day target) - Adherence to Information Security norms & quality process norms - To be aware of and comply with any updates about the process - Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Job Requirements - Should be a least graduate - No western line candidates to be scheduled, kindly hunt profiles residing near to Thane - Should not have employment gap for more than a month - Should have at least completed a year in current org - Better soft skills conversational skills and English versant scores 7+ - Flexible to work on rotational week offs

About The Role About The Role To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc Work closely with Branch Banking teams for new customer addition To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence Focus to continually increase the Book size and profitability of the assigned portfolio To understand client business models, trade related activities, cash flows etc and identify opportunities and grow client relationships To be alert on competitive elements in the target segments (viz other banks etc) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions JOB REQUIREMENT Excellent written and oral communication skills Preferably MBA/ CA 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 Relationship Management Skill Good influencing skills

Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc Work closely with Branch Banking teams for new customer addition To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence Focus to continually increase the Book size and profitability of the assigned portfolio To understand client business models, trade related activities, cash flows etc and identify opportunities and grow client relationships To be alert on competitive elements in the target segments (viz other banks etc) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Job Requirements Excellent written and oral communication skills Preferably MBA/ CA 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 Relationship Management Skill Good influencing skills

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years" experience in the local market preferably some background in Sales & Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.

To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc Work closely with Branch Banking teams for new customer addition To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence Focus to continually increase the Book size and profitability of the assigned portfolio To understand client business models, trade related activities, cash flows etc and identify opportunities and grow client relationships To be alert on competitive elements in the target segments (viz other banks etc) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Job Requirements Excellent written and oral communication skills Preferably MBA/ CA 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 Relationship Management Skill Good influencing skills

Relationship Executive - RE is an integral part of the bank's front line. RO is primarily responsible for acquiring new customers for the bank and pursue new business opportunities and also Cross sells the bank's third party products.

Any Sales Experience BFSI/NBFC Managing the banking and investments relationship Customer-service orientation Negotiation and Persuasion skills & Relationship building CASA & Asset Insurance Fintech any financial product sales exp Required Candidate profile Understanding of KYC, AML guidelines and complying with Bank policies for the role and responsibilities Client Handling Ensuring timely opening of accounts and giving smooth on boarding experience Perks and benefits Best In BFSI*

Strong leadership quality Ability to build a Team Experience {Banking Products} NTB, liability, Branch Banking To achieve the assigned business target of the Region Manage the business profitably Monitor the business quality and customer service Required Candidate profile handle Branch of Bank & Handling Direct Sales Team would be given priority Team Building Sourcing of business thru the Bank Branches and Direct Sales Team, Managing cost of acquisition Perks and benefits Best In BFSI*

We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

Join as a Sales & Marketing Manager and grow your career in Maharashtra! Job Role: Lead a team of Sales Executives and help them meet monthly sales targets Visit clients daily with your team and follow up on leads Build good relationships with local customers, dealers, and distributors Promote company products and close deals on time Achieve monthly and quarterly sales goals through fieldwork What Were Looking For: Graduate in Any field At least 2 years of experience in Sales, BFSI, FMCG, Pharma, or Marketing Good communication and people skills Strong knowledge of your local area and a good network Why Work With Us? Local Work Location Strong Incentive Structure Leadership Role with Career Growth Fast Interview & Joining Call us : +91 9723104999 Send your resume : palak.r@tekpillar.com

To monitor closely the HL data and cross sell insurance (HDFC Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales Required Candidate profile Graduate with 6mon–2 years of experience in field or insurance sales Good communication and convincing skills Comfortable with fieldwork and cross-selling to home loan clients

Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9904195437 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several

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.

About Equitas Small Finance Bank Equitas Small Finance Bank is a new age bank that is giving children, youth, families and business people across India a new and fun way to bank. In our time as a micro finance company, we silently went about enabling livelihoods and elevating lives. As a small finance bank, we are today going about also to change the very way banking is imagined, delivered and experienced - with TRUST being the key driver. Come along for this fun ride. Location:-Ahmedabad,Anand,Bamangam,Baroda,Bhavnagar,Jamnagar,Junagadh,Mehsana,Rajkot,Surat & Surendranagar Responsibilities: Acquisition/Acquiring new bank customers and strengthening these relationships through the highest levels of service quality. completing account opening Application forms, and obtaining all relevant docs to facilitate KYC forms. To achieve given No and value targets for the month for CASA. Thanks & Regards Chandan Mishra M:9810295930 Talent Acquisition Lead

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.