3095 Current Account Jobs - Page 20

Financial Responsibilities & Non-Financial Responsibility The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients,

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

Managing the banking and investments relationship with Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment

Financial Responsibilities & Non-Financial Responsibility The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, i

1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Required Candidate profile 1.Aptitude to deliver high quality customer service by using organization and interpersonal skills. 2.NISM/IRDA/AMFI if any can be strongly preferred. 3.Fluent in communication skills.

* Responsible for sourcing High-Value CASA customers. * Achieved business objectives for retail liability sales for the branch. * Generating revenue from sale of CASA, TPP products like Insurance and upgrading customer lower product category to high. Required 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.

1.Self-starter and energetic individual & Sales focus in achieving defined targets 2.Stability - Min 1.5 - 2 years casa sales in the current org/ role 3.Good communication and problem-solving skills 4. CASA handling, Liabilities product handling. Required Candidate profile 1.Graduate with 2-4 years of relevant experience (in CASA Sales). 2.Must have handled portfolio.

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

HNI, wealth, Portfolio handling

*RM Royale (CASA) Acquire CASA,liabilities a/c via cold calling,references;cross-sell insurance,MF *Bank/Relationship Officer Acquire CA & liabilities;cross-sell insurance,MF *TL-CASA Lead team for CA acquisition,drive targets,product penetration

CASA, sales

ERM-wealth,casa,investment,bancassurance PRM-trade,premium current account Required Candidate profile ERM-Household-M3- 7-8 lpa ERM-Household-M4- 9-10 lpa PRM-Household-M3- 8-9.5 lpa PRM-Household-M4- 10-12 LPA RO 811 | CA | SA-M1-3.20 LPA

* Field sales CASA/Branch banking/liabilities/portfolio management/cross sale banking products 1 yrs - 8 yrs All Mumbai Daily interview Required Candidate profile * Good communication skills. * Comfortable working in a full-fledged sales profile * Customer orientation. *Responsible for sourcing High-Value CASA customers.

Role: CASA SO Business Unit: Retail Banking Location: Chennai- Velachery Qualification: Any Graduation Key Requirements: Minimum 1 to 5 Years Sales Experience. CASA Sales Officer focuses on acquiring new CASA accounts and cross selling other financial products. They also build and maintain customer relationships, ensure compliance with bank policies and manage operational risks. Building and maintaining strong relationships with existing and new customers. If you are interested with this requirement, you can share your updated CV with Mr. Riyas (9342660060) through whatsapp.

Job Description The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Responsibilities Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc. Build and grow CASA boo...

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 Bank. Ensure that all customer documents are verified ...

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*

Role & responsibilities Identify and approach potential clients for current account opening (individuals, SMEs, corporates). Explain the features and benefits of current account products and tailor them to client needs. Meet or exceed assigned sales targets for new current account openings. Maintain strong product knowledge and keep up-to-date with banking policies and market competition. Follow up with leads generated through marketing campaigns, referrals, and cold calling. Build and maintain long-term relationships with customers to drive cross-selling opportunities. Assist customers with account documentation and onboarding procedures. Submit accurate daily/weekly reports of account open...

Urgent Vacancy with Leading Bank Role Sales Officer - CASA Location Trichy, Tirupur, Tirunelveli, Hosur, Salem, Karur, Tanjore, Salem, Erode Job Description: Officer Sales are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Officer Sales are required to achieve targets assigned by the bank within initial 6 months for confirmation of ...

Dear Candidates Urgent Vacancy With Leading Banking Role - Branch Sales Manager Experience Minimum 2-8 Years of Heading CASA, Current Account , With Team Heading From Retail Banking Products Locations - Hyderabad, Guntur Job Role Responsible for Sales of Bank's products & Manage Relationships for a Portfolio of customers (both Existing and NTB - New To Bank) - Customer service - address walk in customers issues - Cross Sell - Investment products like Mutual Fund, Insurance & Current account & Saving account - Manage Operations like A/c opening, Fixed Deposit, Lockers, Forex etc. - Deepening of existing Current account & saving account relationships and ensure retention of customers - Generat...

Post : Assistant Manager • Drive sales directly through company leads and walk-in customers. • Manage the end-to-end sales process with a focus on customer experience. • Achieve sales targets through proactive outreach and relationship building. Required Candidate profile • Must be Graduate • Must have 1 YEARS of experience in Sales / Banking / Finance / Insurance Sector • Good Communication Skills • Age Criteria:- 21 to 32 Years Contact : 74358 61309 HR Hemaxi Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Post : Senior Sales 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 : 9714602190 HR Nirali Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager • To Manage the Banca sales through assigned Bank • To Resolving customer queries • To Close The leads Provided By the assigned Bank • To Handle the walk-in customer • To Do Cross Selling of the Products Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Sales / Banking / Finance / Insurance Sector • Age : 21 to 32 YRS Contact : 9909330760 HR Sunita Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Job Title: Branch Manager CASA (Current Account & Savings Account) Products Location: Bangalore Department: Retail Banking Employment Type: Full-Time About the Role: We are looking for an experienced and dynamic Branch Manager to lead our branch operations and drive CASA (Current Account & Savings Account) business. The ideal candidate will be responsible for managing branch performance, building customer relationships, growing the CASA portfolio, and leading a high-performing team. Job Responsibilities: Lead branch operations and ensure smooth day-to-day functioning of the branch. Drive acquisition and portfolio growth of CASA products through direct sales and team efforts. Achieve monthly,...

Post : Branch Sales Manager Hiring experienced BFSI sales professionals. Engage with walk-ins, leads & referrals. Pitch financial products, drive conversions & meet sales goals. Minimum 1 year of BFSI sales experience is required. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Banking / Finance / Insurance / NBFC / CASA / Loan Sales • Age : 22 to 32 YRS Contact : 73830 81652 HR Krisha Perks and benefits Hike + Incentives + PF + Promotions + Insurances