1365 Current Account Jobs - Page 4

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 appropriate solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Komal Pawaskar Talent Acquisition – HCM Support Executive Human Capital Management YES Bank House M- 9892273274

A. Position Purpose Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. B. Position Responsibilities Key Responsibilities 1. New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. 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 (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Essential - 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment - Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. - Should know the local language.

Client Acquisition & Relationship Management Business Development Customer Service & Support Strategy & Execution Compliance & Operations

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Managing & acquisition of high net worth customer Portfolio Manage a team of RMs for a Large Private Bank Grow the Branch's Portfolio Book Cross-sale of assets products Customer acquisition through referrals Perks and benefits Excellent Salary + Sales Incentives

Join YES BANK as a Sales Officer CASA! Walk-In Drive | 25th July 2025 | Galaxy Office, Pune Are you a dynamic graduate with a passion for sales and customer engagement? YES BANK invites you to be part of our high-energy team driving financial inclusion and growth through CASA (Current Account & Savings Account) products. Role: Sales Officer CASA Location: Pune Date: 25th July 2025 Time: 10:00 AM – 1:00 PM Venue: Galaxy Office, Pune What You’ll Do: Acquire new customers for CASA products through field visits and referrals. Build strong relationships with clients and provide excellent customer service. Achieve monthly sales targets and contribute to branch growth. Who Should Apply: Qualification: Graduate (any stream) Experience: 1 years in CASA sales Skills: Good communication, basic banking knowledge, and a go-getter attitude What We Offer: Incentives & performance bonuses Career growth opportunities in India’s leading private bank Training & development programs Interested Candidate can share there resume on kalpana.roy.ext@yesbank.in

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 9158043197 Immediate Joiners Only

Dear Candidate, Greetings from HDFC Bank!!! We are hiring into Retail Branch Banking for below mentioned roles. Profiles- Pref RM SBL RM Locations- Balod Rajnandgaon Near by locations. Job Description Cross selling of bank products, Client acquisition, HNI client handling, Portfolio Management. Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry. Required Candidate profile Min 3+ years in banking / NBFC & Direct sales is required. Perks and Benefits Best in the Industry Pass on to your friends and help them find a good opportunity.

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 to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

. ** Role Definition / Expectation: BRO - Branch Relationship Officer (1-3yrs Exp with branch banking ) Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr ) 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 third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.

Relationship Manager- sales manager in a bank is responsible for selling bank products to its Retail customers. They can be involved in the selling of Credit Cards, Bancassurance (insurance provided by banks), CASA (Current Account, Savings Account).

Role & responsibilities: on Relationship Corporate salary Key responsibilities Client acquisition and relationship management: Identify and onboard new corporate clients for salary accounts, fostering strong relationships with key decision-makers within organizations. Business development: Develop and implement strategies to achieve sales targets for corporate salary accounts, engaging with existing clients to grow and expand relationships. Cross-selling: Promote and cross-sell a variety of banking products and services (e.g., loans, credit cards, investment products) to the employees of corporate clients. Service delivery and problem resolution: Act as the primary point of contact for corporate clients, addressing their queries and concerns related to salary disbursement and other banking needs. Compliance and reporting: Adhere to KYC (Know Your Customer) guidelines and banking processes, ensuring all activities comply with industry regulations. Track sales performance and provide regular reports to senior management on key metrics and growth opportunities.

Candidate must have experience in at least years 2 + Years in BFSI Sales Products : Casa, life insurance , MF ,LI,GI , Current account, demat account , Acquisition, NTB & ETB Sourcing Age should be 28 years Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. - Ability to work in a fast-paced environment and meet sales targets

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 to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

Job Requirements Job Title - Deputy Manager-Acquisition(Current Account) Place of work - Palakkad, Kerala Business Unit - Retail Banking Function -Branch Banking Compensations - Best in class in the industry. In addition valuable service awards would apply. 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 capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix 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 analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Qualifications: Graduate - Any discipline Part Time / Full Time - Full Time Experience: Minimum Number of Years 1-4 Industry BFSI Functional Area Sales Level / Capacity - Junior Management Work Experience Required 3+ years of experience in current account sales

Kotak Mahindra Bank is hiring for Relationship Manager Role - Branch Banking for Delhi Location. Interested candidates can directly come for interview at below mentioned address :- Date 24th July 2025 (Thursday) Time 10 : 00 AM to 01 : 00 PM Interview Venue Kotak Mahindra Bank Ltd, 2nd Floor, Epicah Mall, Moti Nagar (Near Exit Gate No 3 Moti Nagar Metro Station) Contact Person Ram Sharma (RCEM) and Aatish Verma/Priyadarshini Pradhan (HR) Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online / offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements: Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance. Must be energetic, confident and go-getter. Age limit up to 34 years. Candidate must be currently working.

Premier Acquisition Manager CASA/ BB / GRA - RL Sales Walkin Drive on 23rd and 24th Jul 24 (Wed & Thursday) Grade: M1/M2 Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA - Having more than 2-4 year work experience Venue : Kotak Mahindra Bank, No:40, Monteith Road, Egmore, Chennai - 600 008. Time : 11 AM to 3 PM Contact Person : Raju S - HR

Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading pvt sector bank. Key Responsibilities: Acquire high-value new-to-bank customers monthly. Promote family banking to increase relationship value. Manage assigned client relationships to grow wallet share. Drive cross-sell of: Digital banking and wealth products Investments, insurance, and loan products Meet personal book and fee income targets. Ensure prompt and proactive customer service. Provide feedback for better customer experience. Eligible for quarterly incentives based on target achievement. Desired Experience: Experience: 34 years in banking (private, PSU, co-operative, or rural banks). Background: Customer-facing branch role with ops & regulatory knowledge. Skills: Fluent in English & regional language, MS Office, banking software. Extra Advantage: Additional language fluency. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

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 to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Hyderabad Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Branch Sales Executive 5. Senior sales Executive 6. Relationship Manager Walk In Interview Address : Bandhan Bank -Somajiguda Branch Ground Floor ,Legend ESTA ,6-3-105 / G2,SOMAJIGUDA, RAJ BHAVAN ROAD , HYDERBAD-500082 Land Mark : Marwadi Hotel Date 26-June-2025 Time 10:00am to 3:00pm Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity.

Planning and executing open market acquisition & cross buy penetration from existing customer Excellent Leadership – Lead from front Strong communication and interpersonal skills Good at data management and analysis

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. 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 Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. 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 Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Dear Candidate, Urgent Opening with leading Bank. Designation : Elite Relationship manager CTC : 10 LPA Location : Nagpur Key Responsibilities: 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided by Bank in order to enhance wallet share 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle the service requirement of customers are taken case in a prompt and pro-active manner 7. Provide regular feedback to Branch / Head Office team for improved customer relationship management at Bank 8. The position is on Quarterly Incentive Program outcome of which is dependent on achievement of laid down targets Desired Experience: • Number of years of experience (range): 3-4 years • Type of companies/sector worked for: Banking private sector banks, cooperative banks, PSU banks, rural banks. • Responsibilities managed in the previous organizations: The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations. Knowledge of banking practices, guidelines and regulatory requirements are essential for this role • Languages: Fluency in English and regional language of the state applying for. Ability to speak in other regional languages would be an added advantage. • Computer/technical skills (if any): Good in MS Office, Banking Software's, Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973