Job Requirements Job Requirements Role/ Job Title : Territory Manager - 2-Wheeler Loans Function/ Department : Sales Job Purpose The role bearer has the responsibility of sourcing loans from market using DSAs/DSTs and existing channel partners as well establishing a quality portfolio. It entails managing a team, maintain strong relationships, foster co-operation and communicate effectively across different mediums. The role bearer has to make sure adherence to the policies and guidelines set. The execution of these tasks must be accomplished in such manner which is both sales supportive and risk averse contributing to the larger objectives of the bank. Roles & Responsibilities Sourcing and managing channels from the market and acquiring business from them. Ensuring quality portfolio by minimizing delinquency and rejection. Extensive knowledge and understanding of retails assets, products, operations, and current market trends. Identifying the changing market trends, channel development for acquiring business and provide high quality customer service. Recommend improvements to processes and policies across the Retail Banking business to drive operational efficiencies and high-quality customer service. Education Qualification Graduation: Any Graduate Post-graduation : MBA, PGDM Experience : 2+ years of relevant experience Show more Show less

Job Requirements Role/Job Title: Technical Manager Business: Retail Banking Roles & Responsibilities 'Monitoring and adhering to process, technical policy, project approval policy Develop new policies/ initiatives & lead to region specific innovations. Project Approval grid through Developer Categorization Suggest process improvement & effective implementation of same Conducting spot checks at various locations and suggest region specific amendments to increase business and mitigate risk. Monitor technical evaluation process Manage vendors involved in the technical evaluation process. Ability to lead and nurture team, maintain quality, partner with business, maintaining portfolio quality. Train and evaluate the proficiency levels of the team on the regular basis, including cross functional trainings. Maintain TAT targets for the technical evaluation process. Show more Show less

Job Requirements Job Description Job Title – Associate Relationship Officer Place of work -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh Business Unit – Retail Banking-Rural Banking Function - Rural Sales Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Responsibilities Roles & Responsibilities: Manage zoning activity to map household needs in villages and areas allocated Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship Nudge behavioral changes in customers to drive them towards online banking Maintain high collections efficiency through discipline and drive Monitor preparation of accurate documentation of loans and saving account. Coordinate with operations officer to ensure timely and accurate data entry Ensure compliance as per the bank requirements Conduct field audits and customer verifications to ensure high quality of accounts '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services. Recommend process changes in order to improve service efficiency and quality across the branch network Provide support for implementation of livelihood advancement and community development initiatives. Educational Qualifications 12th –Any Graduation-Any Post Graduation-Optional Experience 0-1 years of relevant branch banking experience, fresher’s can apply. Show more Show less

Job Requirements Job Requirements Role/Job Title: Associate Relationship Manager-Liabilities Function/Department: Rural Banking Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Primary Responsibilities Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports. Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area. Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) Ensuring account activation and subsequently maintaining the health of account. Ensure superior customer service to capture larger wallet share of population. Spearhead resolution of customer queries and issues. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Ensure compliance as per the bank requirements. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Secondary Responsibilities Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Education Qualification Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate. Experience: 0 to 2 years of relevant branch banking experience. Show more Show less

Job Requirements Job Description Job Title – Associate Relationship Officer Place of work -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh Business Unit – Retail Banking-Rural Banking Function - Rural Sales Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Responsibilities Roles & Responsibilities: Manage zoning activity to map household needs in villages and areas allocated Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship Nudge behavioral changes in customers to drive them towards online banking Maintain high collections efficiency through discipline and drive Monitor preparation of accurate documentation of loans and saving account. Coordinate with operations officer to ensure timely and accurate data entry Ensure compliance as per the bank requirements Conduct field audits and customer verifications to ensure high quality of accounts '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services. Recommend process changes in order to improve service efficiency and quality across the branch network Provide support for implementation of livelihood advancement and community development initiatives. Educational Qualifications 12th –Any Graduation-Any Post Graduation-Optional Experience 0-1 years of relevant branch banking experience, fresher’s can apply. Show more Show less

Job Requirements Job Requirements Role/Job Title: Associate Relationship Manager-Liabilities Function/Department: Rural Banking Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Primary Responsibilities Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports. Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area. Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) Ensuring account activation and subsequently maintaining the health of account. Ensure superior customer service to capture larger wallet share of population. Spearhead resolution of customer queries and issues. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Ensure compliance as per the bank requirements. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Secondary Responsibilities Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Education Qualification Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate. Experience: 0 to 2 years of relevant branch banking experience. Show more Show less

Job Requirements Role/Job Title: Relationship Manager-Government & Institutional Banking Function/Department: Rural Banking Job Purpose Manage branches with respect to Liabilities business and specific focus to GBG. Building and managing relationships with Key accounts holders, Government departments to ensure proper funding in their accounts. Overall achievement of Liability business targets of the branches mapped. Roles & Responsibilities Relationship Manager Liabilities will be responsible to manage all focused accounts in his mapped branch catchment. He will be responsible for acquisition of focused accounts. He will be responsible for timely servicing of all mapped accounts. He will be working on opportunities as highlighted by GBG. He will be responsible to get high value accounts. Behavioural alignment to Always You First ideology of the bank. Good communication and influencing skills; Knowledge of local language is must. Confident and ability to achieve sales targets keeping constant focus on service. High on integrity & honesty; maintain discipline at all times. Must possess previous branch handling experience. People Management. Willingness to work hard and put in effort. Education Qualification Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate Experience: 5 to 10 years of relevant experience. Show more Show less

Job Requirements Job Requirements Role/Job Title: Associate Relationship Manager-Liabilities Function/Department: Rural Banking Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Primary Responsibilities Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports. Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area. Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) Ensuring account activation and subsequently maintaining the health of account. Ensure superior customer service to capture larger wallet share of population. Spearhead resolution of customer queries and issues. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Ensure compliance as per the bank requirements. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Secondary Responsibilities Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Education Qualification Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate. Experience: 0 to 2 years of relevant branch banking experience. Show more Show less

Job Requirements Job Requirements Role/Job Title - Bank Authorizer Business - Retail Banking Function/ Department: Branch Banking Place of work: PAN India Job Purpose The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements.. Roles & Responsibilities Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell Deliver business target assigned as per performance score card Giving the client need based product solutions and in the process aligning client requirements with business specifics. Assessing customer propensity and ensuring higher product penetration per relationship. Referencing for more business from existing customers. Responsible for creating a customer-focused approach for quick resolution of all queries and complaints Ensuring adherence to banking regulation & policies pertaining to Anti Money laundering, know your customer (KYC), Data & Information security etc. Assist in closure of all observations on audit report. Client relationship management and customer services related to retail banking operations Secondary Responsibilities Perform audit and ensure compliance to internal and external regulations and guidelines Provide best in-class customer service to become their banking partner of choice Key Success Metrics CA/SA/TD build up, Share of customer wallet, Product Cross Sell targets, Performance score card. Qualifications Graduate - Any discipline Post Graduate - Any discipline Experience Minimum Number of Years - 6+ years of relevant experience in Banking or allied Business Industry - BFSI Functional Area - Retail Liabilities Show more Show less

Job Requirements Role/ Job Title: Associate Manager-Acquisition (Household) Function/ Department: Branch Banking Job Purpose Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the 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 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 visibilty 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: Bachelor’s in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management Experience: 0 to 2 years of relevant experience. Show more Show less

Job Requirements Role/Job Title: Relationship Manager-Individual Loan Function/Department: Rural Banking Job Purpose The role entails building and deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to identify Business owners / entrepreneurs in the defined catchment and assess their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Ensure swift disbursal of business loans based on needs assessment of potential and existing clients. Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship. Monitor high collections efficiency through discipline and drive. Conduct field audits and customer verifications to ensure high quality of accounts. Gather latest Market intelligence and track and benchmark against best practices in competitor banks. Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers. Recommend process changes in order to improve service efficiency and quality across the branch network. Manage a team of field officers, taking responsibility of their development and attrition. Develop and implement livelihood advancement and community development initiatives. Managerial & Leadership Responsibilities Attract and retain best-in-class talent for key roles in their reporting structure. Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements. Enable teams to drive growth targets by providing necessary support. Education Qualification Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate. Experience: 5 to 10 years of relevant rural banking experience. Show more Show less

Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations. Job Title: Relationship Manager-First Wealth Additional Parameters Minimum 2 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 2 years 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 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 If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us. Show more Show less

Job Requirements Job Requirements Job Title - Deputy Manager-Acquisition(Household) Place of work - Pan - India Business Unit - Retail Banking Function -Branch Banking Job Purpose The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Key / Primary Responsibilities of the Role - List the primary deliverables Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Qualifications Graduate - Any discipline Part Time / Full Time - Full Time Experience Minimum Number of Years - 0-4 years Industry – BFSI Functional Area – Sales Level / Capacity - Junior Management Show more Show less

Job Requirements Role/ Job Title: Branch Credit Manager - Micro Business Loan Function/ Department: Retail Underwriting Job Purpose The role bearer provides individual contribution by underwriting the proposals at the branch as per approved process, policy, and SLAs. Depending upon work requirement must manage multiple branches. They must interact with customers to assess the credit worthiness and aid in proper decisioning of the proposals. He/she is responsible for the portfolio quality of the branch including x bucket collection efficiency and early delinquency. BCMs with higher sub grade, vintage and experience are designated as Senior BCMs and given the experience they also must train other BCMs in the cluster and mostly handle high volume or sensitive branches. Roles & Responsibilities Responsible for underwriting secured and unsecured proposals for loan customers as per the laid down policies & procedure. To ensure compliance to agreed SLAs in terms of Turnaround time and ensure other operational SOPs relating to credit underwriting are complied with. Conduct personal discussion with customers to establish credit worthiness. Visit the properties offered as security in case of property backed loans. Making sure completion of credit/KYC documents and verifications such as TVR, field & collateral visits Review and approve credit proposals basis delegated authority and escalate others to those with the appropriate approval authority while ensuring compliance with the bank’s credit policy. Manage Property Papers jointly with Branch Operations Manager Coordinate with internal stake holders for smooth functioning of the Branch on all aspects of Business, Portfolio quality and adherence to Branch SOPs Control and contain front-end delinquencies by quality underwriting as well as calling up customer on first presentation. Coordinate with vendors for timely submission and quality of reports. Senior BCMs should aid in training new BCMs of the cluster. Managerial And Leadership Responsibilities Should be capable of being groomed to handle ACM or BM role. Education Qualification Graduation: Any. Post-graduation: Preferable. Experience: 1-3 years of work experience (freshers can be considered based on exceptions). Show more Show less

Job Requirements Job Title – Trade Desk Officer Function – Branch Banking Job Purpose The role entails processing Trade transactions for branch and nearby branches under HUB and scope model. The role will closely collaborate with spoke branches, Trade CPU (operations Team), Trade product and Trade compliance to process trade transaction effectively for superior customer service. Roles & Responsibilities: First Level of Scrutinize & process the submitted documents like LC, BG, Export/ Imports, /LC Advising/ Confirmation/ Issuance/ SBLC/ Collections/ Bill Discounting, Payments etc. Ensure to minimise no. of Trade transaction rejection by Trade CPU. Handling of rejections/queries raised by Trade CPU. Assisting spoke branches in handling and managing trade transactions. Adherence defined TAT for Trade Products. Reduce/Eliminate customer complaints by providing superior services. To ensure that the transaction complies with all the regulatory requirements under the current RBI guidelines in addition to the banks internal policies and procedures. Good understanding of RBI & FEMA regulations and UCPDC. Liaise with other departments in relation to transactions being handled. Manage transaction follow-up and record updates accordingly Follow up with customers/RM/TC for closure of outstanding EDPMS and IDPMS. Regular interaction with relevant stakeholders for implementation of new products/policies/guidelines and improving operating efficiency & customer satisfaction. Handling back office related activities in an efficient manner. Assist in transactional regulatory checks as required. Assist the monitoring team in following up matters with clients as required Educational Qualifications Graduate - Any Discipline Experience 3+ years of experience in Trade Finance is must and overall experience should be 5-7 Years. Show more Show less

Job Requirements Role/Job Title: Technical Manager Business: Retail Banking Roles & Responsibilities 'Monitoring and adhering to process, technical policy, project approval policy Develop new policies/ initiatives & lead to region specific innovations. Project Approval grid through Developer Categorization Suggest process improvement & effective implementation of same Conducting spot checks at various locations and suggest region specific amendments to increase business and mitigate risk. Monitor technical evaluation process Manage vendors involved in the technical evaluation process. Ability to lead and nurture team, maintain quality, partner with business, maintaining portfolio quality. Train and evaluate the proficiency levels of the team on the regular basis, including cross functional trainings. Maintain TAT targets for the technical evaluation process. Secondary Responsibilities ' Ensure capability building and up-skilling of the team by providing adequate training to team to meet the requirements of the role and be able to handle market dynamics Responsible for delivering best in class merchant onboarding experience Key Success Metrics Acquisition, Portfolio Quality Underwriting Portfolio quality parameters Show more Show less

Job Requirements Role/ Job Title : Branch Manager-Micro Business Loan Function/ Department : Micro Business Loans Job Purpose The role entails scaling up the business for the Micro Business Loan lending for a designated area by delivering banking needs to the customers in the most cost efficient and technology effective manner. Role will closely collaborate with Retail team for same. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for all banking needs. Roles & Responsibilities Target and Manpower planning for the branch. Ensure recruitment and training of manpower – Sales Manager/Branch sales manager & branch credit and collection manager and feet on street. Will be responsible for meeting disbursements targets month on month. Identifying business clusters with high potential and execute penetration strategies. Tracking and improving Manpower Productivity at all levels. Monitoring and mentoring the branch team. Keeping a regular track of competition and reporting new products / market developments to upstream. Managing product mix and branch profitability. Managing the bucket collection and overall portfolio management. Managing internal and external audit compliance. Education Qualification Graduation: Any graduate Experience : 5-10 years of relevant experience Show more Show less

Job Requirements Role/Job Title - Banker-Customer Experience Business - Retail Banking Function/ Department: 'Branch Banking Place of work: PAN India Job Purpose The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements. Roles & Responsibilities Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell. Deliver business target assigned as per performance score card. Giving the client need based product solutions and in the process aligning client requirements with business specifics. Assessing customer propensity and ensuring higher product penetration per relationship. Referencing for more business from existing customers. Responsible for creating a customer-focused approach for quick resolution of all queries and complaints. Ensuring adherence to banking regulation & policies pertaining to Anti Money laundering, know your customer (KYC), Data & Information security etc. Assist in closure of all observations on audit report Secondary Responsibilities Perform audit and ensure compliance to internal and external regulations and guidelines Provide best in-class customer service to become their banking partner of choice Key Success Metrics CA/SA/TD build up, Share of customer wallet, Product Cross Sell targets, Performance score card. Qualifications Graduate - Any discipline Post Graduate - MBA preferred Experience Minimum Number of Years - 1-4 years of relevant experience in Banking or allied Business Industry - BFSI Functional Area - Retail Liabilities Show more Show less

Job Requirements Job Requirements Job Title - CA Solutions Manager Place of work – Mumbai Business Unit - Function - Retail Liabilities Job Purpose "Support to Frontline Retail Sales Team, to guide on Digital Products - viz.. NACH, UPI & Virtual Accounts & assist solution activation. Build up CASA Balances Enhance Solution Active customers." Responsibilities Roles & Responsibilities: Identify potential clientele for Digital Solutions - NACH, UPI, Virtual Accounts & related API Knowledge share on digital products for frontline to drive Solution attachment Process simplification that makes customer on-boarding & transacting experience easy Work closely with the NSM - Retail Solutions to develop sales strategy Drive Current Account balance build-up with Solution led acquiring. Generate CMS Fee Income. Domain Knowledge mandatory (KYC, On-boarding, RBI guidelines, understanding of CMS products). Structuring tasks - managing tasks, upholding standards & focused on producing output Previous relevant minimum experience of 3 years in Product Sales Manager role & high value client handling. Acquire & manage high value Liability relationship by meeting clients on a daily basis & pitching Retail CMS Solutions. Drive product development & marketing initiatives as part of central product team Entrepreneurial mindset to build the business ground up and subsequently scale it up rapidly by meeting clients on a daily basis." Managerial & Leadership Responsibilities Not Applicable Show more Show less

Job Requirements Role/ Job Title: Executive Secretary Function/ Department: Wholesale Banking Job Purpose: To assist the business and functional heads in executing their daily responsibilities. Roles & Responsibilities: Proactively handle all e-mail, scheduling and other correspondence. Support with scheduling presentations for various reviews and meetings. Manage travel and calendar related work. Individual will have to be responsible for, with a clear focus on keywords that help candidates/recruiter gauge the requirement. Help with managing claims. All administrative support and help to be extended to the senior. To represent the leader's calendar and availability in their absence for all requirements. Recommend improvements to processes and policies across the supporting teams and business to drive operational efficiencies and high quality customer service. Successful administrative management of the leader's time. Educational Qualification: Graduation: Any graduate Post Graduation: Any post-graduate Experience: 5-10 years of relevant experience in executive secretary role. Show more Show less