Ahmedabad, Rajkot, Surat
INR 5.0 - 15.0 Lacs P.A.
Work from Office
Full Time
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 client requirements and risk appetite. Documentation: Ensure timely and accurate documentation. Portfolio Management: Monitor the performance of the portfolio, manage risks, and ensure timely repayments. Customer Service: Client servicing & relationship management. Stay updated on industry trends, regulatory changes and competitive landscape in the commercial Banking space. Excellent communication, interpersonal, and presentation skills. Analytical and problem-solving skills. Experience in large business banking / mid-market is preferred.
Muktsar, Abohar, Mansa
INR 5.0 - 10.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Role/Job Title: Branch Operations and Service Manager Function/Department: Rural Banking Job Purpose: The role bearer has to focus on helping the organization to enable customers, partners and other stakeholders address their needs for proactive query resolution. It entails the responsibility of providing, setting up customer service quality procedures, standards for the team and deploy strategies, best practices to achieve it. The role bearer also has to drive of employee morale and engagement levels so that the organization is able to provide best in class service to its customers to increase customer satisfaction, loyalty and retention contributing to the larger organizational objectives of the bank. Roles & Responsibilities: Manage a team of customer service managers in charge of the inbound channel and correspondence branches. Providing excellent customer service and promoting customer centricity in the organization by improving customer service experience, engaging customers and facilitating organic growth. Ownership of customers issues and ensure proactive resolutions of the same. Set a clear mission of enhancing service quality and deploy strategies focused towards that mission by keeping ahead of industrys developments and apply best practices to areas of improvement. Develop service procedures, policies and standards. Analysing MIS, enhance productivity and maintaining accurate records and document customer service actions and discussions. Recruit, mentor and develop customer service resources and nurture an environment where they can excel through encouragement and empowerment. Adherence to and manage the approved budget. Maintaining an orderly workflow according to priorities. Regulate resources and utilize assets to achieve qualitative and quantitative targets. Enhancing service quality and the level of customer focus in the organization. Leverage in-house synergies through collaboration with internal stakeholders. Education Qualification: Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate. Experience: 2 to 5 years’ experience into Customer Service. Preferred candidate profile
Muktsar, Abohar, Mansa
INR 8.0 - 15.0 Lacs P.A.
Work from Office
Full Time
Role/Job Title: Branch Manager-Rural Function/Department: Rural Banking Location - ABOHAR MANSA MUKTSAR Job Purpose: The role entails managing and scaling up the Rural banking business for the branch by creating strategies to achieve growth targets for the branch by managing operations and resources in the most cost efficient and technology effective manner. It also entails developing constructive relationships with key local dealers and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. It is accountable to ensure expansion of branch footprint, product penetration and delivery of high-quality customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. It includes building up teams, systems, process and culture relevant to the branch network scale. Roles & Responsibilities: Own the liabilities for the branch and direct all operational aspects including distribution operations, customer service, administration and sales. Responsible for working towards achieving sustainable profitability for Liabilities sales of the branch. Custodian of people, processes and documents for the branch; expected to manage the liabilities for the branch and work towards achieving sustainable profitability. Manage a team of Relationship Manager-Branch Banking, Branch Operation & Service Manager and Branch Relationship Manager to drive client acquisition, deepening of existing relationships and addressing all needs of customers by providing gamut of banking services. Assess and monitor portfolio quality and loan limits, Conduct field audits and customer verifications. Achieve productivity, efficiency, financial (budget and cash flow), customer service targets and ensure statutory compliance for the branch. Assess local market conditions and identify current and prospective sales opportunities. Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs. Adhere to high ethical standards and comply with all regulations/applicable laws. Cultivate relationships with individual and corporate customers. Spearhead manpower planning, recruitment and training processes for both on-roll and off-roll employees to ensure high performing talent across levels. Develop and implement livelihood advancement and community development initiatives. Bring out the best of branchs personnel by providing training, coaching, development and guidance. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer. Spearhead manpower planning, recruitment and training processes for all employees to ensure high performing talent across levels. Develop and implement livelihood advancement and community development initiatives. Bring out the best of branchs personnel by providing training, coaching, development and guidance. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer. Managerial & Leadership Responsibilities: Mentor and coach senior team members to percolate ethos of customer centricity, innovation, compliance, and integrity. Create environment for team to focus on automation and digital enablement to fulfil customers needs holistically. Attract & retain best-in class talent to meet Bank's rapid growth targets. Education Qualification: Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate. Experience: 5 to 10 years of relevant experience in Rural Branch Banking or allied Business. Preferred candidate profile
Pune, Bengaluru
INR 4.0 - 5.5 Lacs P.A.
Work from Office
Full Time
Role & responsibilities RM DSA Mortgage Preferred candidate profile
Lucknow
INR 10.0 - 12.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Job Title: Relationship Manager-First Wealth Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch > Relationship Management Location: Lucknow Additional Parameters Minimum 3 years of experience in wealth management or relationship management in the banking or financial services industry Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products Excellent communication and interpersonal skills Proven track record of meeting and exceeding sales targets Ability to build and maintain strong relationships with clients Knowledge of local market and customer preferences Bachelor's degree in finance, business, or related field Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Summary As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals. Key Responsibilities Build and maintain strong relationships with high net worth clients through regular communication and meetings Understand clients' financial goals and risk appetite and provide them with customized investment solutions Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products Meet and exceed sales targets by acquiring new clients and increasing business from existing clients Keep up-to-date with market trends and changes in investment products and services Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience Ensure compliance with all regulatory and internal policies and procedures Qualifications Minimum 3years of experience in wealth management or relationship management in the banking or financial services industry Bachelor's degree in finance, business, or related field Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Age Criteria Up to 28 Years Skills Excellent communication and interpersonal skills Strong sales and negotiation skills Ability to build and maintain strong relationships with clients In-depth knowledge of investment products and services Good understanding of local market and customer preferences Proficient in MS Office and other relevant software applications Preferred candidate profile
Ahmedabad
INR 3.0 - 5.0 Lacs P.A.
Remote
Full Time
Role & responsibilities HL,LAP DSA handling profile Preferred candidate profile Relationship manager Location - Ahmedabad Contact person - HR Aastha - 9893743857
Madurai, Tiruchirapalli, Coimbatore
INR 3.5 - 5.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial 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, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Required Criteria Must be a graduate. Two wheeler must. Age limit up-to 35yrs. Perk Benefits Salary + Incentive + Statutory + Medical coverage Location - Coimbatore - Ganapathy Coimbatore - NSN Palayam Coimbatore - Sai baba colony Erode Madurai Tiruchirappalli Tirunelveli
Hyderabad
INR 2.5 - 4.0 Lacs P.A.
Work from Office
Full Time
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 industry
Pune, Chennai, Bengaluru
INR 4.0 - 5.5 Lacs P.A.
Work from Office
Full Time
Role & responsibilities RM Mortgage DSA Mortgage Preferred candidate profile
Kota, Hyderabad
INR 8.0 - 11.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Branch Relationship Manager Banking Experience in CASA Sales with Team Handling Preferred candidate profile Experience of 6-10 years in Retail Banking; preferably in relationship/ transactional banking & who are dealing with HNI Clients, preferably Team Handling profiles
Hyderabad
INR 8.0 - 11.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Branch Operation Service Manager Preferred candidate profile Banking Experience in Branch Operation with Team Handling
Noida, Chennai, Bengaluru
INR 4.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Role/ Job Title: Associate / Deputy Manager-Acquisition (Current Account) Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisition in terms of constitution, product and segment mix On-boarding and activating customers on digital platforms Assist Senior Sales Manager in catchment mapping and branch scoping exercises. Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities. Ensuring adherence to sales compliance and SOPs defined by the organization. Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations. Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibility for IDFC First Bank Working on key central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service offerings to customers. Education Qualification: Graduation: Any Graduate Experience: 1 to 3 years of relevant experience
Hyderabad, Coimbatore, Bengaluru
INR 3.5 - 5.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial 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, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Required Criteria Must be a graduate. Two wheeler must. Age limit up-to 35yrs. Perk Benefits Salary + Incentive + Statutory + Medical coverage Location - Coimbatore - Ganapathy Coimbatore - NSN Palayam Coimbatore - Sai baba colony Bangalore Hyderabad
Thane, Hyderabad
INR 6.0 - 10.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Specification for the role Elite Banker-First Wealth Role/ Job Title: Elite Banker-First Wealth Job Purpose: Elite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. Elite Banker to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-sell. Job Responsibilities: • Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service • Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. • Fully own the book, growth and customer service KPIs for mapped portfolio • Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements • Work with internal teams to drive on-ground innovation and bank's strategic initiatives • Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs • Enforce strict adherence to the bank's policies and regulatory compliance measures • Provide assistance during audits, ensuring conformity to internal and external regulations and guideline Location - Thane,Hyderabad Age - 28yrs Max
Jaipur
INR 7.0 - 9.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Relationship Manager (RM) Royale CASA & CA Preferred candidate profile Experience of 4- 8 years in Retail Banking; preferably in relationship/ transactional banking & who are dealing with HNI Clients.
Ahmedabad
INR 10.0 - 15.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Preferred candidate profile Designation : Sr. Relationship Manager HT LAP Grade : M1/M2 Location : Ahmedabad Reporting Manager : ZSM No. of Position : 1. Product : Mortgage loans (LAP) Ticket size : 5 Cr. to 25 Cr. DSA handling experience required Graduate in any field Age below 42 years
Chennai
INR 10.0 - 13.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Relationship Manager- First Wealth
Kochi, Chennai, Thiruvananthapuram
INR 8.0 - 10.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Relationship Manager-TASC Preferred candidate profile
Ghaziabad, Chennai, Greater Noida
INR 15.0 - 25.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Job Title: Branch Manager Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch Location: Chennai, Tamil Nadu, India Age criteria - 35 Max Additional Parameters: - Minimum 5 years of experience in retail banking - Strong leadership and team management skills - Excellent communication and interpersonal skills - In-depth knowledge of banking products and services - Ability to achieve sales targets and drive business growth - Sound understanding of banking regulations and compliance - Proficient in MS Office and banking software - Bachelor's degree in Business Administration, Finance or related field Key Responsibilities: - Manage the overall operations of the branch, including sales, customer service, and administration - Develop and implement strategies to achieve branch targets and increase profitability - Lead and motivate a team of banking professionals to deliver exceptional customer service and achieve sales goals - Monitor and analyze branch performance, identify areas for improvement, and take corrective actions - Build and maintain strong relationships with existing and potential customers to drive business growth - Ensure compliance with banking regulations and internal policies and procedures - Conduct regular training and development programs for branch staff to enhance their skills and knowledge - Prepare and submit reports on branch performance, sales activities, and customer feedback to senior management - Collaborate with other departments to develop and launch new banking products and services - Represent the bank at various community events and networking opportunities to promote the brand and build relationships with key stakeholders. -
Rohtak, Patiala, Rewari
INR 8.0 - 12.0 Lacs P.A.
Work from Office
Full Time
Job Requirements Role / Title: Relationship Manager-Rural Business Banking Function / Department: Rural Banking Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager to join our Rural Business Banking team in Sirhind, Punjab, India. As a Relationship Manager, you will be responsible for managing and growing our business banking portfolio in the rural areas of Punjab. Roles and Responsibilities: Develop and maintain relationships with existing and potential business banking clients in the rural areas of Punjab Identify and acquire new business banking clients through various channels such as referrals, cold calling, and networking Conduct financial analysis and risk assessment of potential clients to determine their creditworthiness Structure and negotiate loan terms and conditions with clients Monitor and manage the performance of the business banking portfolio, ensuring timely repayments and minimizing delinquencies Collaborate with other departments within the bank to cross-sell products and services to clients Stay updated on market trends and competition in the rural business banking sector Provide excellent customer service and maintain a high level of client satisfaction. Education Qualification: Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate. Experience: 5 to 10 years of relevant branch banking experience Location: Jagadhari, Haryana Kaithal, Haryana Rewari, Haryana Rohtak, Haryana Sangrur, Punjab Sirhind, Punjab Patiala, Punjab Hoshiarpur, Punjab Khanna, Punjab Moga, Punjab
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