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3.0 - 5.0 years

2 - 7 Lacs

Mumbai, Maharashtra, India

On-site

Key Responsibilities: Build and maintain strong relationships with retail banking customers Understand customer needs and recommend appropriate banking products and services Cross-sell loans, credit cards, deposits, and other banking products Assist customers with account opening, transactions, and resolving queries Achieve sales and service targets set by the bank Monitor customer portfolios and follow up for renewals or upgrades Coordinate with internal teams to ensure smooth customer service Requirements: Experience in retail banking or financial services Good knowledge of banking products and services Strong communication and interpersonal skills Ability to meet sales targets and deliver excellent customer service Bachelor's degree in Business, Finance, or related field preferred Soft Skills: Customer-focused and approachable Strong problem-solving skills Good organization and time management Positive attitude and ability to work under pressure

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3.0 - 5.0 years

2 - 7 Lacs

Bengaluru, Karnataka, India

On-site

Key Responsibilities: Build and maintain strong relationships with retail banking customers Understand customer needs and recommend appropriate banking products and services Cross-sell loans, credit cards, deposits, and other banking products Assist customers with account opening, transactions, and resolving queries Achieve sales and service targets set by the bank Monitor customer portfolios and follow up for renewals or upgrades Coordinate with internal teams to ensure smooth customer service Requirements: Experience in retail banking or financial services Good knowledge of banking products and services Strong communication and interpersonal skills Ability to meet sales targets and deliver excellent customer service Bachelor's degree in Business, Finance, or related field preferred Soft Skills: Customer-focused and approachable Strong problem-solving skills Good organization and time management Positive attitude and ability to work under pressure

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3.0 - 5.0 years

2 - 7 Lacs

Hyderabad, Telangana, India

On-site

Key Responsibilities: Build and maintain strong relationships with retail banking customers Understand customer needs and recommend appropriate banking products and services Cross-sell loans, credit cards, deposits, and other banking products Assist customers with account opening, transactions, and resolving queries Achieve sales and service targets set by the bank Monitor customer portfolios and follow up for renewals or upgrades Coordinate with internal teams to ensure smooth customer service Requirements: Experience in retail banking or financial services Good knowledge of banking products and services Strong communication and interpersonal skills Ability to meet sales targets and deliver excellent customer service Bachelor's degree in Business, Finance, or related field preferred Soft Skills: Customer-focused and approachable Strong problem-solving skills Good organization and time management Positive attitude and ability to work under pressure

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3.0 - 5.0 years

2 - 7 Lacs

Ahmedabad, Gujarat, India

On-site

Key Responsibilities: Build and maintain strong relationships with retail banking customers Understand customer needs and recommend appropriate banking products and services Cross-sell loans, credit cards, deposits, and other banking products Assist customers with account opening, transactions, and resolving queries Achieve sales and service targets set by the bank Monitor customer portfolios and follow up for renewals or upgrades Coordinate with internal teams to ensure smooth customer service Requirements: Experience in retail banking or financial services Good knowledge of banking products and services Strong communication and interpersonal skills Ability to meet sales targets and deliver excellent customer service Bachelor's degree in Business, Finance, or related field preferred Soft Skills: Customer-focused and approachable Strong problem-solving skills Good organization and time management Positive attitude and ability to work under pressure

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3.0 - 5.0 years

3 - 7 Lacs

Gurugram

Work from Office

Senior Finance Analyst Accounts Receivable Client Finance - JLL Business Service (Gurugram) What this job involves: Conduct a comprehensive analysis of bank deposits and execute precise application of deposits to designated tenant accounts Perform in-depth analysis of tenant ledger histories to identify and resolve discrepancies in payment transactions Performing quality checks to ensure all the deposits are correctly applied against each tenant's accounts Query handling working upon all queries received and keeping a close tab on any pending queries that could be resolved, and following up on the rest Collaborate with Accounting and Property Management professionals to facilitate appropriate payment application Investigate duplicate payments and transaction errors to maintain financial accuracy Participate in special department projects/initiatives as directed Maintain exemplary documentation systems for archiving, records retention, and audit compliance Identify and escalate unresolved matters through appropriate channels with recommended solutions Provide expert support to cross-functional teams and processes when required Maintain comprehensive and current process documentation, including SOP, Process Maps, and tracking mechanisms Provide technical guidance to team members and support performance improvement initiatives Sounds like you To apply, you need to have the following: Employee Specifications Strong Finance background, Commerce graduate or Post Graduate is preferred. Minimum 3-5 years of experience in Order to Cash, specifically the Cash Application role is preferable Strong analytical skills with attention to detail and logical thinking and carries a positive attitude to develop solutions quickly Impactful communication (written and verbal) to interact with clients and strong interpersonal skills Demonstrated consistency in values, principles, and work ethic Working knowledge of MS Office (MS Word, Excel, PowerPoint, Outlook) required Performance Objectives Works within established procedures with a moderate degree of supervision Identifies the problem and all relevant issues in straightforward situations, assesses each using standard procedures, and makes sound decisions

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0.0 - 2.0 years

2 - 6 Lacs

Gurugram

Work from Office

What this job involves: Analysing cash/amount received in the bank deposits and making the application against the tenant accounts Analyse and research tenant ledgers history against the over/short payments. Query handling working on all queries received and keeping a close tab on any pending queries that could be resolved and following up on the rest. Contact accountants and Property teams whenever necessary to determine the proper payment application. Research and analyse duplicate and erroneous payments. Escalate unresolved issues/concerns. Assist in training new employees as needed. Working on different process-related and ad-hoc reports Keeping all the process-related documents intact on a real-time basis Sounds like you To apply, you need to have the following: Employee Specifications Strong Finance background, Commerce graduate or Post Graduate is preferred. Minimum 0-2 years of experience in Order to Cash, specifically Cash Application role is preferable. Strong analytical skills with attention to detail and logical thinking and carry a positive attitude to develop solutions quickly Strong interpersonal skills Demonstrated consistency in values, principles, and work ethics Working knowledge of MS Office (MS Word, Excel, PowerPoint, Outlook) required Performance Objectives Works within established procedures with a moderate degree of supervision Identifies the problem and all relevant issues in straightforward situations, assesses each using standard procedures, and makes sound decisions

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8.0 - 13.0 years

15 - 20 Lacs

Pune, Bengaluru

Work from Office

Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients acrossbanking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry. MAKE AN IMPACT Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services. #BEYOURSELFATWORK Capco has a tolerant, open culture that values diversity, inclusivity, and creativity. CAREER ADVANCEMENT With no forced hierarchy at Capco, everyone could grow as we grow, taking their career into their own hands. DIVERSITY & INCLUSION We believe that diversity of people and perspective gives us a competitive advantage : JD Data modeler requirement The business architecture team supports the delivery of key front office to back-office (F2B) transformation priorities of the management board. The data architecture team plays the central role of defining data model that will align the business processes and ensure data lineage, effective control and implement client strategy and reporting solutions. This will require building strong relationships with key stakeholders and help delivering tangible value. Key responsibilities- - Define and manage data models used to implement solutions to automate business processes and controls. - Ensure the models follow banks data modelling standards and principles and influence them as necessary. - Active partner with various functional leads % teams to socialize the data models towards adoption and execution of front-to-back solutions Skills and experience- - 8 + years in financial services, preferably strategy and solutions in Corporate and investment Banking domain. - Strong knowledge of transaction banking domain process and controls for banking & trading business to drive conversation with business SMEs. Experience in developing models for transacting banking products is preferable. - Knowledge of loans or cash/Deposits lifecycle and or customer lifecycle and related business data required to manage operations and analytics are desirable. - Well-developed business requirements analysis skills, including good communication abilities (both spoken and listening) and stakeholder management -all levels.

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5.0 - 9.0 years

0 Lacs

karnataka

On-site

As a Treasury Manager based in Bangalore, your main responsibilities will involve developing and maintaining cash management processes for the organization. This includes tasks such as cash flow forecasting, planning, collections, disbursements, and managing financial institution relationships. You will also be responsible for reviewing funding needs and providing monthly reports on all treasury activities to senior management. In your role, you will need to analyze and perform appropriate hedging and funding activities such as Forex, swaps, loans, deposits, ECB, Debt, etc. Additionally, you will develop and distribute monthly executive information and reports, including dashboards to monitor the performance of the business. You will also be involved in managing corporate debt, credit facilities, and related activities, as well as proposing and approving treasury maneuvers. Furthermore, you will be responsible for assessing and managing treasury and banking systems, user access, and controls. You will also oversee cost reduction and process improvement initiatives to optimize interest on excess cash, reduce bank fees, etc. Managing Commodity and FX activities will also be part of your responsibilities, which includes funding execution, exposure evaluation, hedge recommendations, derivative documentation, monitoring, and reporting. Key Requirements for this role include experience with treasury and risk management systems, as well as web-based banking systems. You should possess strong business acumen, excellent communication, and project management skills. The ability to build strong cross-functional relationships, gain consensus, and drive initiatives to completion will be crucial. You should be able to organize and manage priorities effectively, work independently with little direction, and perform well in a fast-paced environment. Experience in building complex financial models and proficiency in Microsoft Excel and other Office applications are essential. An MBA from Tier I institutes, CA, or CFA qualification would be preferred for this role.,

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0.0 - 4.0 years

0 Lacs

churu, rajasthan

On-site

The job requires a full-time on-site Bank Teller located in Churu. As a Bank Teller, your main responsibilities will include performing daily teller operations, handling deposits, and managing cash transactions. You will be expected to provide excellent customer service, ensure accurate cash counting, and effectively communicate with customers to meet their banking needs. To excel in this role, you should have proficiency in Teller Operations, Deposits, and Cash Handling. Strong communication and customer service skills are essential, along with attention to detail and accuracy in cash management. It is important to adhere to banking policies and procedures while carrying out your duties. The ideal candidate should possess a high school diploma or equivalent qualification. Previous experience in a banking or financial institution would be considered a plus. Basic computer skills are also required for this position.,

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3.0 - 5.0 years

1 - 4 Lacs

Mumbai, Ahmedabad

Work from Office

We are looking for a highly skilled and experienced Personal Banker to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-5 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective banking strategies to achieve business objectives. Build and maintain strong relationships with clients to increase sales and revenue. Conduct market research and analyze competitor activity to stay ahead in the market. Collaborate with cross-functional teams to identify new business opportunities. Provide excellent customer service and support to ensure high client satisfaction. Identify and mitigate risks associated with personal banking services. Job Requirements Strong knowledge of banking products and services, including personal loans and deposits. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience in the BFSI industry, preferably in a similar role as a Personal Banker. Ability to adapt to changing market conditions and regulatory requirements.

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3.0 - 8.0 years

14 - 24 Lacs

Pune

Work from Office

We are hiring for Technical Consultant ( TEMENOS ) Exp- 3 to 18 years Location- Pune Skills- Temenos, Deposits , Treasury , Temenos, T24, TAFC,TAFJ, Extensibility Interested candidate can share your cv on sakshi.j@anprax.com Regards Sakshi

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8.0 - 13.0 years

5 - 9 Lacs

Chennai

Work from Office

About The Role Strong Temenos T24 Technical knowledge Good knowledge in TAFC, TAFJ, EF, L3 Java & Infobasic Strong knowledge in T24 Customer, Accounts, Loans, Deposits and Delivery Module. In-Depth technical knowledge of T24, Programming, IF, Webservice(TWS) and OFS. Comprehend the configuration and customization requirements, provide technical solution wherever applicable. Should be able to prepare the Technical specification document based on the design document covering the end-to-end flow with good quality. Should be able to liaise and negotiate with Technical teams of other system and arrive at a common ground for the interface connections. Works in the area of Software Engineering, which encompasses the development, maintenance and optimization of software solutions/applications.1. Applies scientific methods to analyse and solve software engineering problems.2. He/she is responsible for the development and application of software engineering practice and knowledge, in research, design, development and maintenance.3. His/her work requires the exercise of original thought and judgement and the ability to supervise the technical and administrative work of other software engineers.4. The software engineer builds skills and expertise of his/her software engineering discipline to reach standard software engineer skills expectations for the applicable role, as defined in Professional Communities.5. The software engineer collaborates and acts as team player with other software engineers and stakeholders. Primary Skills Good knowledge in proposing solution considering Non Functional requirement and Performance constraints Good knowledge in IRIS Webservice, Data Streaming. Strong in TCServer, TOCFEE and TAFJEE connectivity. In-Depth knowledge in Integration Framework Workflow. Good Knowledge in Accounting and Reporting. Experience Sr. Developer = 8+ Years Skills (competencies) Verbal Communication

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6.0 - 11.0 years

35 - 40 Lacs

Pune

Hybrid

Exp – 6+ years Loc-Pune JD – Technical experience on TEMENOS Transact Arrangement Architecture, Deposits , Treasury , Retail and corporate. Skills required in TAFC,TAFJ, Extensibility framework Contact-7982405927

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7.0 - 12.0 years

25 - 37 Lacs

Pune

Work from Office

8+ yrs Technical experience on TEMENOS Transact Arrangement Architecture, Deposits , Treasury , Retail and corporate. TAFC,TAFJ, Extensibility framework Local customization,IRIS API,IF, and Support. Development and bugfixing in TAFJ/TAFC

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10.0 - 20.0 years

25 - 40 Lacs

Pune

Hybrid

We have urgent opening an Business Analyst T24 Location . Pune Functional experience on TEMENOS Transact Arrangement Architecture, Deposits , sugrabano@praxists.co.in 9582126775

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3.0 - 15.0 years

0 Lacs

pune, maharashtra

On-site

You should have over 15 years of experience in Wealth Management processes and products such as Deposits, Investments (equities, bonds, OTC, funds), Lending, and vendor risk management. It is essential to have at least 3 years of direct experience in managing global vendors. In this role, you will be working on service delivery, governance, and change-related activities on a global scale. You will collaborate closely with Front office, Technology, and onsite vendor managers to cover end-to-end processes. Your responsibilities will include managing service delivery risk and change in alignment with the business vision and strategy. You will be tasked with overseeing service delivery across multiple businesses, products, and contracts, which includes application, infrastructure, and back-office services.,

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

About BNP Paribas India Solutions: Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union's leading bank with an international reach. With delivery centers located in Bengaluru, Chennai, and Mumbai, we are a 24x7 global delivery center. India Solutions services three business lines: Corporate and Institutional Banking, Investment Solutions, and Retail Banking for BNP Paribas across the Group. Driving innovation and growth, we are harnessing the potential of over 10,000 employees to provide support and develop best-in-class solutions. About BNP Paribas Group: BNP Paribas is the European Union's leading bank and a key player in international banking. It operates in 65 countries and has nearly 185,000 employees, including more than 145,000 in Europe. The Group has key positions in its three main fields of activity: Commercial, Personal Banking & Services for the Group's commercial & personal banking and several specialized businesses including BNP Paribas Personal Finance and Arval; Investment & Protection Services for savings, investment, and protection solutions; and Corporate & Institutional Banking, focused on corporate and institutional clients. Based on its strong diversified and integrated model, the Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates, and institutional clients) to realize their projects through solutions spanning financing, investment, savings, and protection insurance. In Europe, BNP Paribas has four domestic markets: Belgium, France, Italy, and Luxembourg. The Group is rolling out its integrated commercial & personal banking model across several Mediterranean countries, Turkey, and Eastern Europe. As a key player in international banking, the Group has leading platforms and business lines in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific. BNP Paribas has implemented a Corporate Social Responsibility approach in all its activities, enabling it to contribute to the construction of a sustainable future while ensuring the Group's performance and stability. Commitment to Diversity and Inclusion: About Business line/Function: Global Banking APAC (GBA) is committed to delivering growth and capturing market share in alignment with the global strategy, ensuring that revenues grow faster than costs and capital. Job Title: Client Service Representative (CSR) Department: Global Banking Front Office Business Line / Function: CIB Location: Mumbai Reports to: (Direct) Head of Client Service/Local TB/CM head. Responsibilities Key responsibilities: Primary point of contact to respond to clients" requests for information, service activities, and problem resolution across a wide spectrum of TB products covering Cash Management, Loans, Deposits, FX, Accounts, and the associated e-Banking channels and platforms. The CSR is responsible for the full and satisfactory resolution of all client requests. To achieve this, he/she will need to: - Closely coordinate with internal stakeholders to obtain the relevant information to provide a comprehensive response to a client's service request in a timely, accurate, and client-friendly manner. - Further, investigate and identify the underlying root cause where appropriate. In addition, he/she may be required to perform additional tasks to support the business, such as: - Proactively reach out to the client in support of bank initiatives/events and handle communications that are highly sensitive or complex in nature. - Provide support and undertake ad hoc projects as assigned. - Contribute to business growth by cross-selling bank products and services. Technical & Behavioral Competencies Technical: - Preferably knowledge of TB products (Cash Management, Trade, Loans, Deposits, FX, and e-Banking channels) - Experience in a client-facing role - Comfortable with technology and MS office tools - Project and problem management - Proficient in written and spoken English Behavioral: - Good aptitude to learn - Enjoys client interaction with excellent interpersonal skills - Resourceful and able to resolve problems - Meticulous and responsible - Client-focused Education Level: Bachelor's Degree or equivalent Experience Level: At least 3 years in Relationship Management,

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7.0 - 8.0 years

6 - 10 Lacs

Rajkot

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Position - District Manager Distribution-SRGTASC-Government BusinessRegional sales Department - Retail Liabilities - Government Business Reporting Relationship - Circle Manager - Government Business Acquisition & servicing of Govt. clients in the field of Municipal Corporations, State Governments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards & Development Authorities, Defence, Autonomous Bodies etc. To add incremental CASA & cross-sell products & services like Term Deposits, Loans, CMS, Fees Collection, Mobile/ Digital solutions, etc. DM/KAM is expected to achieve the monthly & annual targets. Develop & maintain client relationships. Act as a major point of contact for clients in assigned territory. Identify new business opportunities & potential clients. Provide excellent customer Service & ensure client satisfaction. Visit clients regularly in the assigned territories, organize & attend client meetings, Product presentations. Maintain accurate records of client interactions & drive respective sales performance. Work closely with the Branch Banking for ensuring efficient service to clients Relevant work experience of 7-8 yrs. and above, Must be handling a sizable GB CASA book in the existing bank Needs to have very strong Banking knowledge and should be well versed with the products, processes and systems of the bank. Knowledge of PFMS/SNA/CNA accounts Knowledge of state & central government schemes Good Network with state government officials. Through knowledge on CMS products Accuracy and analytical ability on MIS, Eye for details, Meticulous MBA/Post graduate preferred

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0.0 - 1.0 years

2 - 4 Lacs

Gamharia, Arrah, Chariali

Work from Office

DEPARTMENT Micro Banking REPORTS TO Branch Manager ROLE PURPOSE & OBJECTIVE This profile is directly responsible for business generation, customer acquisition and customer servicing for Deposit Products, Digital channels and Third Party Insurance products The profile role includes cross-selling to existing customers as well as acquisition of new customers through referral and family banking Offer and onboard customers on CASA and Term deposit products to customer, their family members and their references. Offer and onboard customers on Digital platforms including Mobile banking, UPI, UPI QR and download of Hello Ujjivan. Deliver prompt customer services; be accessible to customers at all times for Digital Banking and Deposit Product queries. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Approx 2 Cr. Deposit CASA, FD, RD & TPP (Product & Services) KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Meet the set targets for overall Liability, TPP and Digital Initiatives in terms of Family Banking (Open Market) acquisition. Convert Group Loan, Individual Loan customers, their family members and referrals for available Liability, TPP and Digital Initiatives product in the branch. Open CASA and ensure customers are maintaining Monthly Average Balance for opted CASA. Actively source term deposits (FD and RD) to Family members of GL customers. Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Onboard customers on digital channels including Mobile banking, UPI, UPI QR and Hello Ujjivan Ensure digital adaptation for mapped customers. Share customer insights/product related feedback with the CRM Customer (Both Internal & External) Meeting customers regularly and cross selling of overall Liability, TPP and Digital Initiatives. Meeting customers regularly and providing services related to overall Liability, TPP and Digital Initiatives. Ensure customers and Family members are educated about entire bouquet of banking products (CASA, TPP, TD and Digital Initiatives) offered by Ujjivan. Engage with customers for other account related activity like conversion for Dormant account to inactive account, linking of DBT etc., Converting existing family banking leads and providing the leads to respective business function to cross selling of other available secured loans in Ujjivan. Money Mitra assisting CRM in managing BC arrangements including Money Mitra and others. Assisting customers for digital channels usage like ATM Card, Mobile Banking, UPI, Missed-call banking, Hello Ujjivan etc. Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Ensure timely insurance claim settlement for his/her customers Resolve customer queries/ pertaining to Family Banking and digital channels within specified timelines. Internal Process Compliance to SLA/Policies/Processes Adhering to compliance and quality guidelines in all the documentation and forms Analyze existing customer profile, leads shared and fill customer profile in AOF with accurate details, routinely check with concerned authorities for any re-work needed in already submitted AOFs. Ensuring no form pendency for sourced customers by regular follow up with branch ops team. Help to conduct the CSR activities and motivates customers to participate in the Financial & Digital Literacy Programs Give the detailed field reports to CRM and discuss field related issues. Pro-actively participate, facilitate and drive any new Digital initiative taken by the bank Assist branch staff CRO, LO in adopting all the digital initiatives of the bank for Loans as well as deposit products Innovation & Learning Being up to date about all the new digital initiatives of the bank Maintain up to date knowledge of overall Liability, TPP and Digital Initiatives and processes as well as a working knowledge of other available products offered in the branch. Ensure adherence to training man-days/ mandatory training programs for self Be up to date with any new process implementation initiative taken by the bank. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in related subjects with good analytical and sales skills to be considered. Experience(Years and Core Experience Type) 0-1 year experience for Graduates Field Experience preferably in product sales, banking Certifications If required Functional Skills Fluent in regional language and English Strong communication skills Good Interpersonal skills Sales skills Willingness & Attitude to travel and do field activities Must have a two-wheeler for field visits Outgoing attitude with ability to engage with customers Should be an active smartphone user with understanding of digital platforms in personal life (e.g. Social Media, UPI, wallets, banking apps, ATM, POS) Aware user of basic office tools like Email, Word, Excel, power point Behavioral Skills Effective Communication both oral and in written Interpersonal skills Multiple product selling skills Competencies Building Relationship Driving Change Planning & Organizing Collaboration

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5.0 - 10.0 years

10 - 11 Lacs

Gurugram

Work from Office

Max Life Insurance Company Limited is looking for Branch Relationship Manager - CAT - Axis to join our dynamic team and embark on a rewarding career journey Customer Relationship ManagementBuild and maintain strong relationships with customers, providing personalized service and addressing their financial needs Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution Sales and Business DevelopmentDevelop and implement strategies to achieve branch sales targets and revenue goals Identify cross-selling and upselling opportunities to promote additional banking products and services Actively prospect for new customers through networking, referrals, and community involvement Conduct sales presentations, product demonstrations, and financial education sessions for customers Team Leadership and CollaborationLead and manage a team of customer service representatives, providing guidance, training, and performance evaluations Foster a positive and motivating work environment, encouraging teamwork, collaboration, and professional growth Collaborate with other departments, such as lending, operations, and marketing, to ensure seamless customer experiences and efficient branch operations Coordinate with internal stakeholders to address customer issues, escalate complex problems, and streamline processes Compliance and Risk ManagementEnsure compliance with regulatory requirements, internal policies, and procedures Stay updated with industry regulations and changes, implementing necessary measures to mitigate risks and maintain a compliant branch Conduct regular audits and reviews to identify and resolve any compliance or risk-related issues Educate branch staff on compliance guidelines and best practices Branch Performance and Operational ExcellenceMonitor and analyze branch performance metrics, such as sales targets, customer satisfaction, and operational efficiency Develop action plans to address performance gaps and improve overall branch performance Implement operational processes and controls to ensure smooth branch operations, cash management, and security measures Collaborate with the regional or area manager to align branch goals with organizational strategies QualificationsBachelor's degree in Business, Finance, or a related field Advanced degrees or certifications are a plus Proven experience in retail banking, branch management, or relationship management roles Strong knowledge of banking products, services, and financial industry trends Excellent customer service and relationship-building skills Sales-oriented mindset with a track record of meeting or exceeding sales targets Leadership abilities, with experience in managing and motivating a team Understanding of compliance regulations and risk management in the banking industry Strong communication, negotiation, and interpersonal skills Analytical thinking and problem-solving abilities Proficiency in banking software and systems Ability to work in a fast-paced and dynamic environment Availability to work flexible hours, including evenings and weekends, as needed by the branch's operational hours

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2.0 - 3.0 years

5 - 9 Lacs

Kanpur

Work from Office

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 opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Job Requirements Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC.

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2.0 - 3.0 years

1 - 4 Lacs

Anand

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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 opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC.

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2.0 - 3.0 years

5 - 9 Lacs

Lucknow

Work from Office

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 opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Job Requirements Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC.

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2.0 - 3.0 years

11 - 15 Lacs

Jalandhar

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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 opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Job Requirements Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills

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3.0 - 5.0 years

11 - 15 Lacs

Jaipur

Work from Office

Role: Territory Business Manager - WC : This is an Team role and candidate will manage a team of 3-5 BRM Should be able to bring out the best from the team and create value for all stakeholders Needs to have good knowledge of Local market with a special focus on the Healthcare Segment To understand clients business & provide appropriate products like Machinery/Equipments loans, Infra Funding etc. Has to work closely with DSAs/Branch Banking teams/equipment Manufacturers/Vendors for new customer addition. To cross sell various products like Current Account/Term Deposits/Transaction Banking/Trade Finance to 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 opportunities and grow client relationships. Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring & overseeing continuous improvement of processes Job Requirements: Graduate / Post Graduate Experience3-5 years experience in the segment preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition Proficient with verbal and written Communication Excellent Interpersonal & Presentation skills Excellent Team Leader The candidate would need to handle sales for the healthcare segment.

Posted 2 weeks ago

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