2534 Current Account Jobs - Page 28

About The Role JOB Role- Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job ...

About The Role JOB Role- Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job ...

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 ...

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 ...

About The Role Description for Internal Candidates 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.

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 ...

About The Role 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 f...

About The Role 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 f...

About The Role Job Role: Lead a team of Relationship officers -Customer Engagement (ROCE) in the region to manage Cat C & D portfolio as assigned by VRM / CEC. Lead Conversion - Meeting benchmark Conversion of leads as budgeted from time to time as generated by Customer experience Centre(CEC) and central campaigns/triggers by CVMHO team Ensure superior ground coverage of the customers mapped to VRM and ROCE team Drive portfolio objectives through RO CEs - Category upgrades, Casa deepening, Digital adoption, GPH improvement, GSA improvement NPS Ensuring on ground Customer experience translates into desired NPS at a portfolio level Job Requirements: Graduate with min 12 years, or Post Graduate...

About The Role 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 f...

About The Role 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.

About The Role 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 f...

About The Role Job Role: Lead a team of Relationship officers -Customer Engagement (ROCE) in the region to manage Cat C & D portfolio as assigned by VRM / CEC. Lead Conversion - Meeting benchmark Conversion of leads as budgeted from time to time as generated by Customer experience Centre(CEC) and central campaigns/triggers by CVMHO team Ensure superior ground coverage of the customers mapped to VRM and ROCE team Drive portfolio objectives through RO CEs - Category upgrades, Casa deepening, Digital adoption, GPH improvement, GSA improvement NPS Ensuring on ground Customer experience translates into desired NPS at a portfolio level Job Requirements: Graduate with min 12 years, or Post Graduate...

About The Role Job Role: Effective Team Handling to ensure Productivity of every TRM in the team. Recruiting 100% budgeted team and Training them to ensure meeting the sales budgets of the Location. Active engagement with team in new Client prospecting and joining them in client meetings for faster conversions. Sharing quality data points with Team members to ensure focus on right Target Segments. Work very closely with Asset Channels like WCG, SME, and Agri Teams to ensure achievement of Asset budgets by all TRMs in the team. Conducting regular training sessions on products and Processes to fill Knowledge gaps and to improve the Capabilities of Team Members. Ensure zero Tolerance on discipl...

About The Role Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clie...

Position description: This role is responsible for acquiringnew current account customers from the open market and enhance the relationshipwith existing customers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & need of thecustomers. This role drives the current account business for the respectivebranch and ensure the CA targets for the branch is met. The incumbent providesservice to both existing as well as to NTB current account customers. This role also handles cross selling of QR &POS and is accountable for adherence to compliance and regulatory norms. Primary Responsibilities: Business Meet the set targets on current account in term...

Opening with Leading Banks Bangalore Job Title: Relationship Manager AVP / VP Grade (Individual Role) Department: Retail Branch Banking – Wealth / HNI Segment Location: Bangalore Grade: AVP / VP CTC - up to 25L Experience: Minimum 10 years in Relationship Management / Wealth Management, preferably with experience handling HNI portfolios in Retail Branch Banking Role Objective: To acquire, engage, and grow a high-value portfolio of NHNI/UHNI clients by providing end-to-end personalized wealth and banking solutions. Key Responsibilities: Manage a portfolio of 100–150 HNI clients with consistent engagement Acquire new-to-bank HNI clients with a minimum relationship value of 20 Lakhs+ Ensure pro...

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...

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 guidelines so as to meet the commitment made to customers Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene: Welcome Kit Management by not kee...

Role Definition / Expectation: CASA SALES EXECUTIVE Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives 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...

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 ...

We are seeking a dynamic and results-driven Current Account Acquisition Manager to spearhead the growth of our current account portfolio. The ideal candidate will be responsible for identifying, acquiring, and onboarding new current account clients, fostering strong relationships, and driving revenue growth for the organization. Key Responsibilities: Develop and execute strategies to acquire new current account clients in line with organizational targets. Identify potential clients through market research, networking, and lead generation activities. Build and maintain strong relationships with prospective clients, understanding their business needs and tailoring banking solutions accordingly...

Vacancy Locations : Coimbatore & Dharapuram. About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to c...

Vacancy Locations : Erode, Periasemur , Thirunagar Colony Erode, Sathyamangalam, Moolapalayam, Nasiyanur, Perundurai, Gobichettipalayam, Pallipalayam & Nallikaundanpalayam. About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and...

Vacancy Locations : Tirunelveli, Ambasamudram, Medical college Road , Nagercoil, Tenkasi, Palayamkottai, Nagercoil & Thirukarungudi. About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Off...