2534 Current Account Jobs - Page 33

Role & responsibilities • Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports. • Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area. • Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) • Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) • Ensuring account activation and subsequently maintaining the health of account. • Ensure superior customer service to capture larger ...

Role & responsibilities • Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports. • Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area. • Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) • Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) • Ensuring account activation and subsequently maintaining the health of account. • Ensure superior customer service to capture larger ...

Role & responsibilities Job responsibilities: Identify prospective customers for current account acquisition Manage business relations with existing Current Account / corporate customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization on a monthly basis Conduct market enhancement activities within the corporates to enhance the business Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Customer Service Required Preferred candidate profile Perks and benefits

Role & responsibilities Job responsibilities: Identify prospective customers for current account acquisition Manage business relations with existing Current Account / corporate customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization on a monthly basis Conduct market enhancement activities within the corporates to enhance the business Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Customer Service Required Preferred candidate profile Perks and benefits

Role & responsibilities Job responsibilities: Identify prospective customers for current account acquisition Manage business relations with existing Current Account / corporate customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization on a monthly basis Conduct market enhancement activities within the corporates to enhance the business Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Customer Service Required Preferred candidate profile Perks and benefits

Role & responsibilities A CASA sales job involves acquiring new customers for savings and current accounts . The job also involves cross-selling other banking products. Responsibilities Acquire new customers : Identify potential customers, contact them, and explain the benefits of the bank's products Open accounts : Complete account opening formalities and ensure compliance with KYC norms Cross-sell products : Generate leads for other banking products, such as mobile banking, net banking, and RD/FD Build relationships : Maintain long-term relationships with customers and ensure their satisfaction Ensure compliance : Adhere to sales compliance and internal and external guidelines Monitor perf...

Role & responsibilities A CASA sales job involves acquiring new customers for savings and current accounts . The job also involves cross-selling other banking products. Responsibilities Acquire new customers : Identify potential customers, contact them, and explain the benefits of the bank's products Open accounts : Complete account opening formalities and ensure compliance with KYC norms Cross-sell products : Generate leads for other banking products, such as mobile banking, net banking, and RD/FD Build relationships : Maintain long-term relationships with customers and ensure their satisfaction Ensure compliance : Adhere to sales compliance and internal and external guidelines Monitor perf...

Role & responsibilities A CASA sales job involves acquiring new customers for savings and current accounts . The job also involves cross-selling other banking products. Responsibilities Acquire new customers : Identify potential customers, contact them, and explain the benefits of the bank's products Open accounts : Complete account opening formalities and ensure compliance with KYC norms Cross-sell products : Generate leads for other banking products, such as mobile banking, net banking, and RD/FD Build relationships : Maintain long-term relationships with customers and ensure their satisfaction Ensure compliance : Adhere to sales compliance and internal and external guidelines Monitor perf...

Role & responsibilities Designation:- Preferred Relationship Manager Education: Any Graduates or MBA/PGDM Job Responsibilities : Managing the High Net Worth customers of the Bank Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Ensuring the highest levels of service to the High Net Worth customers Providing financial planning & Investment Advise Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Acquis...

Identify prospective customers for current account acquisition Manage business relations with existing Current Account / corporate customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization on a monthly basis Conduct market enhancement activities within the corporates to enhance the business Record and track all engagement activities through the CRM system Customer Service Only Banking experience Preffered Job Requirements Graduate with 2 -5 year of experience in acquisition of current accounts with a bank Should have good understanding of the local geography & good networking in the local area.

Job Description: Role: RM / Senior RM - CASA /NR RM/GIB / Commercial RM Experience: 5-8 years Qualification: CA/ MBA(Finance) Location: Surat, Ahmedabad Key Responsibilities: Business Development: Identify and target potential clients in Commercial banking space, understand their funding requirements and onboard them. Build and maintain strong relationships with key decision-makers (CFOs, Treasurers) promoter level. Product Knowledge: Have in-depth knowledge of various lending products like CC, OD, LC, BG,TL, Pre shipment & Post shipment finance. Credit Knowledge: Should know credit appraisal & KAM preparation. Deal Structuring: Design and structure customized lending solutions based on clie...

Job Description: Role: RM / Senior RM - CASA /NR RM/GIB / Commercial RM Experience: 5-8 years Qualification: CA/ MBA(Finance) Location: Surat, Ahmedabad Key Responsibilities: Business Development: Identify and target potential clients in Commercial banking space, understand their funding requirements and onboard them. Build and maintain strong relationships with key decision-makers (CFOs, Treasurers) promoter level. Product Knowledge: Have in-depth knowledge of various lending products like CC, OD, LC, BG,TL, Pre shipment & Post shipment finance. Credit Knowledge: Should know credit appraisal & KAM preparation. Deal Structuring: Design and structure customized lending solutions based on clie...

Job Description: Role: RM / Senior RM - CASA /NR RM/GIB / Commercial RM Experience: 5-8 years Qualification: CA/ MBA(Finance) Location: Surat, Ahmedabad Key Responsibilities: Business Development: Identify and target potential clients in Commercial banking space, understand their funding requirements and onboard them. Build and maintain strong relationships with key decision-makers (CFOs, Treasurers) promoter level. Product Knowledge: Have in-depth knowledge of various lending products like CC, OD, LC, BG,TL, Pre shipment & Post shipment finance. Credit Knowledge: Should know credit appraisal & KAM preparation. Deal Structuring: Design and structure customized lending solutions based on clie...

Acquisition of Business Accounts/ Current Accounts from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)Role & 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 industr...

Job Title - Deputy Manager-Acquisition(Current Account) Business Unit - Retail Banking Function -Branch Banking Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizin...

Role & responsibilities 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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 ap...

Role & responsibilities Designation Bank Officer product CASA sales location jaipur

Role & responsibilities To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment • To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment • To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts • To achieve daily/ weekly/ monthly customer acquisition target • To support in building incremental CA values in self-sourced base • To ensure initial customer handholding & M+3 activation (Right advice to customer for product and documentation, opening a/c within TAT, familiarize customer...

Dear Aspirants, Greetings from IndusInd Bank !!! We are looking for candidates who are interested in Outbound Sales (Field sales). Fresher - Business Development Executive Experienced - Business Development Manager / Senior Business Development Manager Walk-In date: 29th Aug'25 Walk-in Address : IndusInd Bank Ltd 4th Floor, No. 87, Bull Temple Road, Basavanagudi, Bangalore - 560004. Key Responsibilities : 1. To acquire New to Bank Customers and pursue new business relationships. 2. To reach out to High Net - worth individuals 3. To increase the customer base by developing business relationships with existing customers. 4. Acquire new business by selling Banking products like CASA, Debit/Cred...

Dear Aspirants, Greetings from IndusInd Bank !!! We are looking for candidates who are interested in Outbound Sales (Field sales). Fresher - Business Development Executive (BDE) Walk-In date: 29th Aug'25 Drive Location : IndusInd Bank Limited, 4th Floor, No-87, Bull Temple Road, Basavanagudi, Bangalore - 560004 Key Responsibilities : 1. To acquire New to Bank Customers and pursue new business relationships. 2. To reach out to High Net - worth individuals 3. To increase the customer base by developing business relationships with existing customers. 4. Acquire new business by selling Banking products like CASA, Debit/Credit cards, Insurance & Asset products. 5. Finding new customers from open ...

Open Positions: Role & 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) 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 ind...

1.New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2.Ensure successful onboarding of customer for a smooth transition to branch banking team. 3.Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4.Activities for lead generation 5.Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams to offer right business solutions to the customerRole & resp...

Role & responsibilities Create an environment oriented to trust, open communication, creative thinking, and consistent team effort Provide the team with a vision of the Bank objectives Leads a team of Bank officers to achieve specified sales targets. Has to be involved in promotion, marketing and PR activities. Directly involved in managing the tele sales/ BO for sourcing business. Ensure Liability acquisition targets are met through front line sales. Would also visit all clients along with BO, Coordinate team logistics Familiarize the team with the customer needs, specifications, design targets, the development process, design standards, techniques and tools to support task performance Lead...

" Join as Sales & Marketing Manager & Grow in Maharashtra!" Key Responsibilities Lead a team Sales Executives to drive monthly sales targets Achieve monthly and quarterly sales targets through direct field visits. Build and maintain strong relationships with local clients, dealers, and distributors. Conduct daily field visits with team for client meetings and lead follow-ups Promote and pitch company products to customers effectively. Follow up on leads, inquiries, and close deals within TAT. Qualifications: A bachelor's degree in finance, Business, or a related field. A minimum of 2 years of experience in any Field Sales, BFSI, FMCG, Pharma or Marketing . Excellent communication and client ...

Role & responsibilities To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment • To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment • To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts • To achieve daily/ weekly/ monthly customer acquisition target • To support in building incremental CA values in self-sourced base • To ensure initial customer handholding & M+3 activation (Right advice to customer for product and documentation, opening a/c within TAT, familiarize customer...