221 Fixed Deposits Jobs - Page 9

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

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.

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 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | Thanks & Regards, Selvi Sai

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. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module CFP/CWM would have an added advantage. Interested Candidate can share their updated CV mail to s.devanesan@bajajcapital.com

Openings:- 1. Bank Officer Branch Banking - Current & Savings Account 2. Relationship Officer 3. Relationship Manager Age Group: 18 Years to 38 Years Maximum.

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, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Servicing of High Net Worth customers Note: Immediate joiners preferred. Apply Now or Send Your CV to [Email ID] How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

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 growth strategy based on competitor analysis and feedback from different channels/customers. Manage the internal (Branches/ other business verticals) and external (empaneled outsourced agencies) lead generating channels to generate the expected business Device strategies to counter competition and maximize market share in the Catchment area of the branch, by below the line activities and promotions. Stay abreast of industry trends, best practices, emerging technologies and competitor strategies related to branch operations and lending services in assigned geographies Formulating business strategies and strategic utilization and deployment of available resources for the region to achieve organizational business objectives. Branch Transformation Drive and manage digital transformation journey of the organization in line with management objectives Develop and execute comprehensive strategies for branch transformation, focusing on streamlining processes, improving productivity, and optimizing customer service delivery. Recommend process changes to improve service efficiency and quality across the branch network. Develop market leadership for key regions in collaboration with the Centre of Excellence through strategic initiatives. Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs. Foster a culture of continuous improvement and innovation within the branch network, encouraging feedback and participation from branch staff. Develop and deliver training programs to support staff in adapting to new processes, systems, and technologies. Collaborate with cross-functional teams to identify key areas for improvement and drive the Gimplementation of innovative solutions - gather requirements for digital transformation, stimulate and promote new digital capabilities Maintaining quality & performance of the business, preparing various reports of the same and take necessary actions for growth of business in branch Provide support for new product launches, and champion new sales initiatives CHANGE MANAGEMENT Lead change management initiatives by effectively communicating vision, objectives, and expectations to stakeholders at all levels of the organization. Implement change initiatives in the areas of branch space rationalization/ optimization, transaction migration, systems implementation, process Re-engineering and premises reconfiguration Identify process automation opportunities and drive Digital penetration in the Branches PEOPLE MANAGEMENT Develop training materials and documentation for internal business users and coordinate ongoing training sessions Drive and embed a strong performance culture through inspiring, motivating and rigorous performance management discipline. Develop and build talents within branch through optimal resourcing, capacity planning, succession planning and engagements Identify and address training and development needs of staff on an on-going basis Coaching, mentoring and training employees and providing them regular updates on products and service offerings along with discrimination of best practices in the market Products Ownership Implement all product initiatives in the catchment (SME, Auto loans, PL, Commercial) Jointly own the delivery of product (SME, Auto loans, PL, Commercial) objectives with the clusters Active involvement in internal testing and UAT phases and clarify requirements where necessary. Work with IT Digital transformation team to regularly monitor and review performance, suggest ideas for improvements and enhance efficiency Help in defining the product phases along with establishing product market fit If interested please share your updated resume with sureshkumar.b15@shriramfinance.in / jerin.c@shriramfinance.in.

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

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

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

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.

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 under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Business Clients Credit is responsible for advising/supporting business clients with complex credit financing needs, in line with all applicable regulatory requirements. To generate liability business like Saving accounts, Current Accounts, FD, AUM (MF & PMS), Insurance Work includes Advising on credit-related client solutions and assessing loans from an income and risk perspective, within the existing credit processes Be responsible for preparing credit submissions for approval, and the independent application for credit authority or approvals, whilst also monitoring credit exposures and/or any credit material deterioration over the life cycle of the client relationship Identifying business clients credit needs and proposing suitable products, services and/or solutions Supporting efforts to gain new business and grow earnings potential from existing clients, e.g. at client conferences Advising and guiding teams in the development of bespoke products/solutions/platforms Working with functional and cross-functional colleagues to ensure that products/solutions/platforms meet the needs of the bank/clients. May also participate in the negotiation and execution of mandated transactions with clients Optimal utilisation of resources, and compliance with defined performance targets keeping in line with relevant internal guidelines/controls and regulatory requirements Maintaining and growing business contacts and leads in the lending business Compliance with internal and credit-related regulations, e.g., QS audit results, KWG18 etc. Implementing regulatory KYC requirements, and maintaining compliance with other applicable regulatory requirements and guidelines Deepening of existing mapped CASA and Investment AUM. Incremental CASA & AUM need to build. Your skills and experience The candidate should have experience in servicing and sourcing clients Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualificationrequired is Graduation. Minimum Exp should be 5 10 Years in relevant field.

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 growth. Lead A/B testing and optimize growth experiments to continuously improve campaign performance. Monitor key KPIs, including user retention, lifetime value, and engagement rates, to ensure sustainable growth. Provide insights and reports to leadership on the effectiveness of growth initiatives and suggest areas of improvement. Skills Required 2 5 years of experience in growth marketing, user acquisition, or product growth roles, preferably in fintech or BFSI. Strong analytical skills with the ability to use data to drive decision-making. Hands-on experience with growth tools, A/B testing, and optimization techniques. Knowledge of various marketing channels (performance marketing, social media, email campaigns, etc.). Experience in CRM tools, analytics tools (Google Analytics, Mixpanel), and other growth-oriented platforms. Experience in CRM tools, analytics tools (Google Analytics, Mixpanel), and other growth-oriented platforms. A passion for experimentation, testing new ideas, and optimizing results. What we have to offer Flexible work hours First hand fintech development opportunity Meritocracy driven, candid startup culture

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 & Collections, and clerical staff, ensuring they meet their daily, weekly, and monthly targets. Conduct regular team meetings to review progress, provide updates, and set new goals for the team. Monitor staff performance and provide continuous feedback, training, and development opportunities. Ensure that each department works in a collaborative manner to achieve overall branch goals. Monitor daily field activities of ABM-Sales and ABM-Loans & Collections to ensure their activities align with branch goals and are being executed effectively. Accompany ABMs in the field for sales activities and to verify loan customers before sanctioning loans, ensuring that the loan disbursement process adheres to society policies and standards. Ensure that ABMs are conducting regular follow-ups and closing calls to drive business growth. Provide field support and direct involvement in sales campaigns, ensuring that branch sales targets are met. 2. Recruitment & Team Development: Assist ABMs in recruiting local Agents and Bank Mithras for Deposits and loan sourcing and collections to expand the branch's customer base and improve loan collections. Ensure that the recruited agents and Bank Mithras are trained and equipped with the necessary skills and knowledge to succeed in their roles. Regularly assess the performance of Agents and Bank Mithras and verification has to be done regularly in the collections of Bank Mithras. 3. Customer Service & Relationship Management: Handle customer service and relationship issues, ensuring timely resolution to maintain high levels of customer satisfaction. Ensure that customer inquiries and complaints are addressed professionally and efficiently. Build and maintain strong relationships with customers to encourage repeat business and positive referrals. 4. Branch Performance & Target Achievement: Contribute actively to increasing the branchs overall performance, ensuring that sales, loan disbursements, and collections targets are consistently met. Track branch performance against KPIs and take corrective action as needed to ensure targets are achieved. 5. Clerical Department Management: Oversee the clerical department's daily activities, ensuring that all transactions, paperwork are completed accurately and in a timely manner as guided from the head-office. Ensure that all daily transactions and reports are concluded before the end of the day to maintain smooth operations and compliance with internal processes. Work with the clerical staff to ensure that customer documentation, loan paperwork, and other administrative tasks are handled effectively. 6. Reporting & Administrative Tasks: Provide regular updates and reports to senior management (Sr. CBM/CBM) on branch performance, sales progress, loan portfolio, collections, and customer service metrics. Review and ensure accuracy in branch-related documentation and reports. Perform other administrative tasks as required by senior management.

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

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 providing Accounting inputs Preparing Fixed Deposit requests and Synopsis Preparing Fixed Deposit schedule and calculating Interest income for Accounting. Quarterly reconciliation of FD schedule with GL and 26AS Submitting Daily Fund Position report Creation and Liquidation of LC & BG Banking operations Interacting with Banks for new account Opening and related formalities of KYC/ E-Setup and day to day interaction for transactional level queries. Extending support for Audit and Inter-process queries Preparation of MIS reports i.e. Cash flow analysis & Fund forecast Adhoc Tax requests/queries Qualifications we seek in you Minimum qualifications Relevant min. 3 + years of experience of Treasury - Corporate Finance & Banking function Preferred qualifications Excellent written and verbal communication skills Proficient in MS Office applications, especially in MS excel Interested candidates can share resume at Manvika.Singhal@genpact.com Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com. Follow us on Twitter, Facebook, LinkedIn, and YouTube.

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 to prospective clients. Meet assigned CASA sales targets consistently. Ensure accurate documentation and KYC compliance during account opening. Maintain relationships with existing customers for retention and cross-selling. Submit daily sales reports and maintain lead tracking systems. Qualifications: Graduation in any stream (mandatory) 6 months to 2 years of experience in field sales, preferably in banking or financial services Strong communication and convincing skills Ability to work independently and as part of a team Key Skills: CASA Sales Field Sales Customer Acquisition Banking Products Knowledge Relationship Management Benefits: Attractive performance-based incentives Travel and mobile reimbursement Career progression opportunities Ongoing training and development

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.

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. Introducing, and executing policies and processes and ascertaining that established SOPs manage transactions. Customer Finance Projects under Back-to-Back LCs, transferable LCs, and third-party LCs via Special Purpose Vehicles (SPVs) Proactively managing banking relationships concerning new opportunities and active accounts in Mumbai, Delhi and Pune Driving quick resolutions by serving as the initial for escalations Administering and exerting proper oversight over deliverables to ensure that activities are completed without error and on time. Correspond with various other departments, discussing company plans and agreeing on future paths. Supervising employee selection, job description, goal-setting, evaluation, compensation, and promotion & providing training to team members within the scope of their responsibilities to guarantee precise tasks and operational sustainability Preferred candidate profile looking for relevant experience

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. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory moduleCFP/CWM would have an added advantage. Interested Candidate can share their updated CV to 8220731236 or mail to r.sharumathi@bajajcapital.com

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. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module CFP/CWM would have an added advantage. Interested Candidate can share their updated CV mail to s.devanesan@bajajcapital.com