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1 - 5 years
1 - 2 Lacs
Perambalur, Tiruchirapalli
Work from Office
Basic Section No. Of Openings 1 External Title Branch Relationship Executive - UCV Employment Type Permanent Employment Category Field Closing Date 11 Jun 2025 Organisational Entity Equitas Small Finance Bank Business Unit Assets Division/Function (SBU) Emerging Enterprise Banking Department UCV Sub-Department Sales Generic Role Sales Officer External Title (Job Role) Branch Relationship Executive - UCV Division Emerging Enterprise Banking Zone South State Tamil Nadu Region Tamil Nadu 2 Area Trichy Cluster Trichy PT Location Perambalur Branch Code 1336 Branch Name Perambalur Skills Skill Business Development Lead Generation Highest Education Diploma Working Language Tamil About The Role Deve...
Posted 4 months ago
4 - 9 years
8 - 12 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
ERM-wealth,casa,investment,bancassurance PRM-trade,premium current account Required Candidate profile ERM-Household-M3- 7-8 lpa ERM-Household-M4- 9-10 lpa PRM-Household-M3- 8-9.5 lpa PRM-Household-M4- 10-12 LPA RO 811 | CA | SA-M1-3.20 LPA
Posted 4 months ago
4 - 9 years
8 - 12 Lacs
Noida, Navi Mumbai, Pune
Work from Office
1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.
Posted 4 months ago
3 - 8 years
3 - 4 Lacs
Hyderabad
Work from Office
Hi We have an excellent Opening in Leading Bank - Hyderabad Position: 1. Sales officer CA 4.5 is the Max salary 2. Sales officer CASA – 4.5 is the Max salary 3. NRI Relationship officer - 4.8 is the Max salary Interview on 16th May (Friday) Direct Interview. Job Responsibilities: 1. NRI RO is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Ensuring branch meets its CASA, FD and Third Party Income Targets. 3. Have a strategy plan for achieving the Third-Party products like LI, GI. If interested, apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 936...
Posted 4 months ago
1 - 6 years
4 - 7 Lacs
Ameerpet, Hyderabad
Work from Office
Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Requir...
Posted 4 months ago
1 - 6 years
3 - 8 Lacs
Kota
Work from Office
Openings:- 1. Bank Officer Branch Banking - Current & Savings Account 2. Relationship Officer 3. Relationship Manager Age Group: 18 Years to 38 Years Maximum.
Posted 4 months ago
8 - 13 years
10 - 18 Lacs
Bengaluru
Work from Office
Job Title: HNI RM - Sales | Leading Bank | 100% Leads | Immediate Joiners Company: Leading Bank Location: Bangalore CTC: [up t0 18Lacs Job Description: Handle High Net-Worth Individual (HNI) clients 100% leads provided focus on closing and relationship building Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Busine...
Posted 4 months ago
7 - 12 years
8 - 15 Lacs
Kolkata, Mumbai, Lucknow
Work from Office
We are seeking a dynamic and experienced Senior Manager to spearhead Branch Transformation and Change Management efforts in India's largest NBFC. This pivotal role will be instrumental in driving strategic initiatives aimed at enhancing operational efficiency, customer experience, and overall business performance within our branch network. We are looking for a visionary leader with a proven track record of successfully leading transformative change initiatives in the lending industry. Retail Business Monitor and evaluate the effectiveness of branch transformation initiatives, tracking key performance indicators and making data-driven decisions to drive continuous improvement. Evaluate the gr...
Posted 4 months ago
- 5 years
3 - 5 Lacs
Pimpri-Chinchwad, Pune
Work from Office
Looking for a dynamic Financial Advisor to manage client relationships, develop and implement financial plans, conduct reviews, upsell/cross-sell products, and lead a team for smooth operations. Strong leadership and client management skills required
Posted 4 months ago
- 3 years
1 - 2 Lacs
Jamnagar, Ahmedabad, Rajkot
Work from Office
Attend walk-in customer regarding CASA. - Generate new customer leads through various channels - Follow up on new leads - To Close the leads Provided By the assigned Bank - Resolve customer queries/issues - To do Cold calling on the lead-based data Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship Note : Interested candidate can send their resume on What's app. No - 9328406519
Posted 4 months ago
- 1 years
1 - 2 Lacs
Navsari, Surat, Vadodara
Work from Office
We are hiring Business Development Executive - To Manage the CASA sales through assigned Bank - Achieve sales Goals - To close the leads provided by the company - Handle the walk-in customer Required Candidate profile Graduation or Above Age 21 to 30 Years Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship Note : Interested candidate can send their resume on What's app. No - 9328406519
Posted 4 months ago
1 - 6 years
3 - 8 Lacs
Kolkata
Work from Office
Candidates are welcome from Banking, pharmaceuticals, FMCG, fintech, financial services, and other sales-driven industries. Openings:- Sales role:- 1) Current Account Specialist/Savings Account Specialist. 2) Relationship Manager Acquisition. 3) Relationship Officer-Acquisition. 4) Branch Manager Branch Banking(Kolkata). 5) Relationship Officer Business Accounts 6) Branch Relationship Manager Branch Banking(Team Handling role). 7) Relationship Leader Business Accounts-Min 6 Years of experience into Sales(Team Handling role). Operations role:- 1) Branch Operations & Service Manager(BOSM) Age Group: 18 Years to 38 Years Maximum.
Posted 4 months ago
3 - 8 years
12 - 16 Lacs
Surat
Work from Office
About The Role : Job TitleBusiness Banking Manager, AS LocationSurat, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing lending portfolio and generate new liability business including CASA, deposits, AUM (Mutual fund/PMS) & Insurance for the Branch What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement u...
Posted 4 months ago
5 - 10 years
9 - 12 Lacs
Mumbai
Work from Office
We are looking for a driven and innovative Growth Manager to help scale kPaisa s user base and revenue across various product offerings such as digital gold, mutual funds, loans, and fixed deposits. In this role, you ll analyze data, design growth strategies, and implement campaigns to accelerate user acquisition, retention, and engagement. Roles and Responsibilites: Develop and execute data-driven growth strategies across multiple channels (digital marketing, partnerships, referrals, etc.). Collaborate with marketing, product, and sales teams to design and execute campaigns aimed at driving user growth. Analyze user behavior, conversion funnels, and key metrics to identify opportunities for...
Posted 4 months ago
2 - 3 years
3 - 4 Lacs
Vijayawada, United Krishna
Work from Office
Role & responsibilities The Branch Manager (BM) is responsible for overseeing the day-to-day operations of the branch, ensuring that the teams of ABM-Sales, ABM-Loans & Collections, and the clerical staff are meeting their daily targets and commitments. The BM will lead by example, supporting the ABMs in their respective departments, ensuring the delivery of exceptional customer service, and maintaining the overall efficiency and profitability of the branch. The role requires active field involvement, staff management, and continuous performance monitoring to ensure branch objectives are met. Key Responsibilities: Staff Management & Leadership: Oversee and manage the ABM-Sales, ABM-Loans & C...
Posted 4 months ago
4 - 6 years
3 - 6 Lacs
Kochi, Thrissur, Kozhikode
Work from Office
Responsible for business targets of Deposit products Build quality portfolio Keep track of market trends, competitor strategies, customer preferences to refine sales pitches Required Candidate profile 4 to 6 years of experience in Banks / Deposit taking NBFCs
Posted 4 months ago
3 - 8 years
5 - 15 Lacs
Gurugram
Work from Office
Designation : Manager Skill : Treasury Work Mode : work from office, 5 days working. With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the worlds biggest brandsand we have fun doing it. Now, were calling all you rule-breakers and risk-takers who see the world differently and are bold enough to reinvent it. Come, transform with us. Transformation happens here. Come, be a part of our exciting journey! Are you the one we are looking for? We are inviting applications for the role of Treasury Responsibilities Debt management - Maintaining Debt walk regarding ROI change, New Drawdowns and initiating Loan installment payments on monthly basis and ...
Posted 4 months ago
1 - 6 years
2 - 5 Lacs
Kotputli, Ahmedabad, Jaipur
Work from Office
Job Title: CASA Sales Executive Department: Retail Banking Location: Jaipur, Ahmedabad, Kotputli, Udaipur Pan India Employment Type: Full-time Job Summary We are looking for energetic and target-driven individuals to join our Retail Banking team as CASA Sales Executives. The role focuses on acquiring new Current and Savings Account (CASA) customers and maintaining long-term relationships through excellent service and follow-up. Key Responsibilities: Acquire new customers for Current and Savings Accounts through field visits, cold calling, and market activities. Identify and generate leads from various sources including referrals and walk-ins. Present banking products clearly and effectively ...
Posted 4 months ago
1 - 6 years
3 - 8 Lacs
Kolkata
Work from Office
Openings:- Candidates are welcome from Banking, pharmaceuticals, FMCG, fintech, financial services, and other sales-driven industries. Sales:- 1) Current Account Specialist/Savings Account Specialist. 2) Relationship Manager Acquisition. 3) Relationship Officer-Acquisition. 4) Branch Manager Branch Banking(Kolkata). 5) Relationship Officer Business Accounts 6) Branch Relationship Manager(BSM role). Operations:- 1) Branch Operation & Service Manager, 2) Customer Service Manager, 3) Money Officer(Teller role) Age Group: 18 Years to 38 Years Maximum.
Posted 4 months ago
4 - 9 years
17 - 25 Lacs
Pune
Work from Office
Role & responsibilities Led Trade Finance : Key profile - LC and BG Issuance, Opening a Current/ESCROW/QIP Account, Fixed Deposits, Import/Export Transaction, Domestic bill discounting, IDPMS/ EDPMS, supplier credit and various MIS Performing end-to-end Trade Finance Management Creating, updating, and promptly delivering MIS to the Management for the Non-Fund Base Limit availability and utilization. Understand the funding requirement for business along with the planning team and effectively utilize Non Fund Base limit. Ensure that all financial transactions are properly recorded, filed, and reported. Liason with auditors to ensure appropriate monitoring of company finances is maintained. Int...
Posted 4 months ago
1 - 6 years
4 - 8 Lacs
Madurai, Coimbatore, Thiruvananthapuram
Work from Office
Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Requir...
Posted 4 months ago
1 - 6 years
4 - 8 Lacs
Vijayawada
Work from Office
Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Requir...
Posted 4 months ago
1.0 - 6.0 years
1 - 6 Lacs
chennai
Work from Office
Role & responsibilities #Hiring for QSpiders(Unit of Test Yantra Software Solutions) Role: BFSI Trainer work location: Chennai, Bangalore, Pune and Hyderabad About Us: QSpiders (Unit of Test Yantra Software Solutions (India) Pvt Ltd) is a best-in-class learning solutions organization headquartered in Indias IT capital, Bangalore. We offer a wide range of courses in the area of software testing and are official partners of the ISTQB Roles & Responsibilities: Should have working experience Sales and operations Should have hands on experience in working in banks or managing banking sales and operations. Understanding of financial concepts, Banking products and industry Excellent interpersonal s...
Posted Date not available
5.0 - 10.0 years
5 - 10 Lacs
noida
Work from Office
HIRING FOR NOIDA LOCATION ONLY Platinum Relationship Manager - Household/Business Banking Job Role: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Trac...
Posted Date not available
7.0 - 12.0 years
16 - 20 Lacs
hyderabad, pune, delhi / ncr
Work from Office
Job Title: AVP Sales Department: Sales & Business Development (Securities / Financial Markets) Qualification: Graduate (Finance/Commerce preferred; MBA or NISM certifications preferred) Job Summary We are seeking an experienced AVP Sales to lead sales operations across B2C and B2B branches, drive revenue growth, and manage high-value client relationships. This role involves team leadership, strategic business planning, cross-selling opportunities, and delivering exceptional customer experience while ensuring strong market presence across segments. Key Responsibilities Lead, mentor, and manage the sales team to achieve revenue and growth targets. Develop and execute strategic plans to expand ...
Posted Date not available
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