2534 Current Account Jobs - Page 36

Open Positions: Bank Officer Branch Banking (CASA) - 5 Bank Officer Business Account (CA) - 5 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 existi...

Job Description: Area Head Premium Current Account Education :MBA / Post Graduate Degree in Financial/Accounting/ Banking, Marketing or equivalent/CA Experience : 4+ years’ work experience in CA Acquisition, Business Banking Trade Forex, Assets Experience in managing teams will be preferred Key Skills : Demonstrated track record of acquiring and managing portfolio of High Value Entity customers Good experience in acquiring Trade Forex, EXMIN Customers Sales experience and knowledge of products like CMS, Lending, POS machines Demonstrate ability in sales planning and conceptualize promotions and marketing initiative Strong strategic ,communication and negotiation skills Sales Management, Stro...

• Premium Acquisition Manager – CASA HNI product field sales • Relationship Officer Current Account – Current Account & CASA product field sales • Business Development Officer CASA – CASA & branch banking • Relationship Manager

Key Responsibilities New to Bank Acquisition Acquire 45 Current Accounts per month through open market. At least 2 accounts should be PCA (Preferred Current Account). IP (Initial Payment) of ?3 lakhs; M1 MAB (Monthly Average Balance) of ?4 lakhs. Ensure KYC & AML compliance. Customer Onboarding Ensure a smooth transition of new customers to the branch banking team. Customer Activation Ensure customers start transactions and maintain balances (M1 & Q1). 80% of customers to maintain specified AQB (Average Quarterly Balance). 75% penetration of Internet Banking. 50% penetration of DSB (Digital Self Banking). Lead Generation Activities Conduct activities for continuous lead generation. Cross-Sel...

Job Summary: We are seeking a highly motivated and results-driven individual to join our team as an Associate Manager-Acquisition (Current Account). The primary responsibility of this role is to acquire new customers for our household and current account products through various sales channels. Key Responsibilities: - Identify potential customers and generate leads through various sources such as referrals, cold calling, and networking. - Conduct sales meetings with potential customers to understand their financial needs and offer suitable products and services. - Build and maintain strong relationships with customers to ensure customer satisfaction and retention. - Achieve monthly and quart...

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.

BUSINESS DEVELOPMENT MANAGER EMERGING CORPORATES Job Description Acquiring of Current Account Customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high - quality of current account Proactive registration and activation of acquired customers to direct banking channels. Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customers. Assist and support the Area Sales Manager in the catchment mapping and scoping exercise. Provide regular feedback to Area Sales Manager on opportunities and customer needs Ensure quality sourcing in line with the Bank policy Prefe...

Role & responsibilities: : To source customers for Current Account, Saving Account Products of the bank. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X Sell and Third Party Products like Insurance Contribute towards building CASA book size. Preferred candidate profile • Excellent communication skills. • Should have some existing base of customers • Graduate/Post Graduate : 1 2 years of experience •Customer orientation •High energy levels with a motive to succeed Note- Fresher Candidates are also welcome for interview (...

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 opp...

Role: Next Gen Relationship Manager Position Code 5964 Roles & Responsibilities : Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped 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 acc...

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 clients requirement...

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 opp...

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 custom...

Sr. Business Executive - DSA Department Business Banking Asset Division-Business Loans Location All Number of Positions 52 Reporting Relationships No Position Grade E0 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 DSAs/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insura...

Job Role Achieving the Business Objectives for the Area and meet the value, volume and channel productivity metrics Generation of revenues through sale of CASA, Assets, TFX and Third Party Products like Insurance, General Insurance etc through branch channel Leading Branch Managers, Operation Team and Mentoring of Sales teams Enhancement of Deposit pool from customers Regulatory compliance Manpower planning RM & RO channel productivity improvement Driving Service Quality parameters across span Manage productivity, morale of branch personnel Establishing standards and delivery of customer service Job Requirements: Excellent written and oral skills Analytical skills Ability to influence people...

JOB Role- Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc. through the Sales Channel. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics. Responsible forleading a large Sales Channel comprising ofTeam Leaders and Sales. Executives and ensuringRecruitment, Training, Retention and Mentoring of Sales teams Experience in handling large team. Background in order of preference Banking Financial Service FMCG / Tele Communication JOB Requirement- Excellent written and oral communication ski...

Role & Responsibilities: Sales Leadership & Revenue Generation Lead and manage the sales performance of Relationship Managers and Advisors to consistently achieve defined KRAs, with a focus on driving revenue across brokerage and financial products. Revenue Analysis & Profitability Management Track and optimize revenue generation by product category, customer segment, and branch location, ensuring sustained profitability at the branch level. Operational Efficiency & Issue Resolution Oversee day-to-day branch operations and act as the escalation point for back-office concerns, ensuring prompt resolution and uninterrupted service delivery. Service Level Compliance Ensure adherence to all prede...

BUSINESS DEVELOPMENT MANAGER EMERGING CORPORATES Job Description Acquiring of Current Account Customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high - quality of current account Proactive registration and activation of acquired customers to direct banking channels. Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customers. Assist and support the Area Sales Manager in the catchment mapping and scoping exercise. Provide regular feedback to Area Sales Manager on opportunities and customer needs Ensure quality sourcing in line with the Bank policy Prefe...

Monitor forex markets, open/close current accounts/savings accounts, assist clients with daily banking, resolve queries, recommend banking products, negotiate bank charges, coordinate with bankers, and ensure smooth day-to-day banking operations.

He / She should have 10-15 years of relevant experience in the field of factory procurement Should have thorough understanding of Current & voltage MV transformer (CT-VT) Measuring Instruments (MIT) , Relays, Sensorsetc.. Should have hands on experience on eSourcing tools like eRFQ, eBidding and eAuction Should conduct offer assessment & negotiations, coordination with Engineering & ensure the techno-commercial evaluation of the offers Digitalization drives Presales Support for Domestic and Exports white Elephant projects Finalizing Rate contracts for all Panel related equipment's. Knowledge of procurement plan & MIS is an added advantage Should be able to develop short term and long term st...

We dont need superheroes, just super minds. The candidate shall be responsible for Offer Management of High Voltage Gas Insulated Switchgear (GIS) for Export Markets. A highly agile, solution-minded professional who can think out of the box and consistently exceed business expectations in a deadline-conscious environment while balancing Siemens solutions with customers expectations. Responsibility: Analyze SLD, Section drawings, technical specifications of GIS substation and configure suitable GIS solutions based on site layout conditions Preparation of GIS engineering drawings based on various configurations in line with technical scope adopting to substation configuration rules. Very good ...

To introduce & acquire new CA/CASA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping ...

Team Leader (Current Accounts) - Min 5+ Yrs in Current Account Sales with a team handling experience. Senior Bank Officer (Current Accounts) - Min 1 Yr in Current Account Sales.

Dear Aspirants, Greetings from IndusInd Bank !!! We are looking for candidates who are interested in Outbound Sales (Field sales). Experienced - Emerging Corporates- Business Development Manager, Current Accounts Key Responsibilities : Job Description Acquiring of Current Account Customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high - quality of current account Proactive registration and activation of acquired customers to direct banking channels. Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customers. Assist and support the Area Sales Manager i...

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...