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5.0 - 10.0 years

5 - 10 Lacs

Kochi, Thiruvananthapuram

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Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Kerala Designation : NRI - Relationship Manager Location : Kochi, Trivandrum Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proacti vely track NRI visits to India. 4. To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stockbrokers, expats of shipping companies, overseas branches. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

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10.0 - 15.0 years

19 - 24 Lacs

Ahmedabad

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. Risk Assessment and Underwriting - Underwriting decisions based on underwriting authority and specified individual policies/programs - Provide technical inputs and advisory to the market on emerging risks and changing scenarios -Review technical and complex proposal to offer effective solutions -Evaluate proposal thoroughly considering past claims/cases and assess conformance with underwriting guidelines -Conduct 360 degree review of risks along with any associated loss ratio; decide on standard terms and conditions for the proposal -Arrive at the quotes to covert accounts in our favor Premium Growth and Renewal retention - Develop relationships with broking RMs and IMDs - Negotiate terms & Ensure presence on accounts especially the high volume SME business - Advise clients and IMDs on products and covers -Visit the clients and IMDs; understand problem areas and issues / concerns -Provide guidance, if required and resolve any issues / concerns - analyze data to draw conclusions on performance and areas of opportunity Projects / Special Initiatives -Take up special projects / initiatives aimed at premium growth or strengthening the organizational processes & systems Product Training -Drive implementation of various training efforts in case of new / existing product launch in terms of premium calculation; product nuances, etc.; clarify doubts and resolve concerns, if any -Assess areas of improvement amongst the IMDs and provide effective training to them; address development issues / concerns and enable them to drive sales for the organization in an effective manner -Training Content Development for various training programs to be conducted . Manage centrally led underwriting and aid in central activities - BFL, Policy Bazaar and other web sales policies and partners - high volume and quick TAT - Manage and build pipeline for bundling business through various partners - Consolidate RI bordereaux for accurate cession and RI closings - Support in Audits - Support the global accounts team and take underwriting and cession decisions for global accounts- book size Roles and Responsibilities 16

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0.0 - 2.0 years

4 - 5 Lacs

Nalgonda, Ghatkesar, Mahabubnagar

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Role/Job Title: Branch Relationship Manager-Rural 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 is responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. The role bearer must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. This is a critical role which leverages business generation opportunities to help achieve larger organizational objectives. Roles & Responsibilities: Contribute to penetration of liabilities business in Rural markets through lead generations, account penetration and relationship deepening as per needs of customer. Ensure maintenance of Average Monthly Balance of Relationship of customers mapped to the incumbent. Deepen the relationship with existing customers of the branch. 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 usage & constantly maintaining health of account. Ensure superior customer service to capture larger wallet share of population. Execute resolution of customer queries and issues. 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.

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4.0 - 9.0 years

7 - 17 Lacs

Ahmedabad, Bengaluru, Delhi / NCR

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Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

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1.0 - 5.0 years

2 - 7 Lacs

Meerut

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ROle Definition / Expectation: CASA Sales Executive : 1-2 yrs Experience SM Sales : 4 yrs + Exp.(CASA / BFSI) BRO - Branch relationship officer : min 2 yrs experience with Retail banking Meerut Interview date : 17-Jun-2025 Venue:Axis Bank Ltd ,Ground Floor , Khasra No. 5804 , Building No. 5, Sky Lark Complex , Janta nagar , Near samrat palace , Garh road , Meerut ,250004 Meerut Interview date : 18-Jun-2025 Venue : Axis bank Ltd, Ground floor And first floor , Building Number 251( old 162), Civil Line Boundary Road , Meerut Note: Mention Monika Sharma HR on Top of your CV About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increasing the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

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2.0 - 7.0 years

2 - 4 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

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Role & responsibilities Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: • Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories • ERV and NTB growth as per targets set for the branch • Achieve overall deposits growth • Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.) • Achieve certification on all the products being sold through the branch • Adherence to policies and guidelines such as KYC & AML Customer Services: • Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint management • Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfaction • Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teams • Ensure quality customer service is delivered disseminating required product information • Recording complaints as per the specified process and resolving all complaints received from customers within the stipulated TATs • Ensure appropriate customer communication on closures • Preventive complaint management, asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Portfolio Management • Candidate will be responsible to manage Aspire Banking Customer Portfolio of the bank (subject to creation of Aspire Banking Portfolio in the branch) • Identify existing/new customers who meet Aspire banking program criteria and upgrade these customers under the Aspire Banking program in line with the program criteria • Ensuring that customers make RBL their primary bank • Knowing about where all the customer is currently banking and moving him to our Bank • Ensuring that customer scoping is done and products are targeted accordingly • Sales to family members and associates which have been grouped together • Relationship enhancement by cross selling other bank products. • Regular customer contact to establish needs of the customer and opportunities to cross-sell • Meet the Performance Score Card • Achieving of portfolio level benchmarks of contactibility, Family grouping, Product Cross, channel Activation Achievement of income plans and other benchmarks • Ensure that business plans for the month/quarter/year are duly met across products • Service benchmarks are met Education: Graduation must (min. score of 50%) Competency: - Sales and Influencing Skills - Banking Product & Process Knowledge - Planning and Organizing Skills - Communication Skills - Customer Service - Customer portfolio management skills Certification (Preferred): • AMFI Certification • IRDA Interested Candidates Contact :8341137995(kavya.p) Hiring for Kotak and RBL RMPA,RMPA Elite,Aspire RM,PCARM,Corporate salaries RM & SM.

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3.0 - 7.0 years

4 - 7 Lacs

Bengaluru

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RBL Bank PCRM (Preferred Current Account RM) Job Title: PCRM (Preferred Current Account RM) Overall Goal: Current Account RM will be responsible for • Acquisition of new Business Entity customers and creating CA Book • Management of Acquired Current Account customers • Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers • Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers • Make RBL Bank a primary bank for customer and get maximum wallet share Key Result / Responsibility Areas: a) Acquisition of Business Entity (Current Account) customers • Acquisition of NTB High Value Current Accounts • NTB Acquisition of Current accounts dealing in international Trade • Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc • Acquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads. b) Portfolio Management – • Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank • Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided. • Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM to Cross sell appropriate products to the customers and ensure activate usage. • Enhance Values within each of the customer groups by ensuring that a/cs are activated • Cross Sell Bank Products for revenue generation and engagement • Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services. • Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family • Drive active business transaction through RBL bank account • Should know the customer’s business in order to provide banking and financial solutions • Register customer for various Direct Banking Channels of the bank B) Customer Services • Ensure quality customer service is delivered • Recording complaints as per the specified process • Resolving all complaints received from portfolio customers within the stipulated TAT’s and ensure appropriate customer communication on closures • Preventive complaint management by regular interaction with the customers C) Target Achievement • PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up • Basis the Target the RM will be tracked on regular basis for achievement of the Targets • CA RM will be evaluated on Portfolio Score Card Competencies: • Sales and Influencing Skills • Banking Product & Process Knowledge. The candidate should have past experience of Current Account product & processes, Trade & Forex , Door Step banking and other current account related products. • Planning and Organizing Skills • Communication & Writing skills • Knowledge of Competition & Current trends in financial Industry. Preferred Sector: BSFI Education: Post Graduate Experience: Above 3 years in a Current Account /Trade- Forex sales & / or relationship role in any of the sectors mentioned above Reporting: CA RM will report to Branch Managers Salary Range: 6 – 8 Lakhs Interested Candidates Contact: 7207997185

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2.0 - 6.0 years

2 - 4 Lacs

Bengaluru

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Role & responsibilities Job Description of SDA- Non Cash (Aspire) Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: • Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories • ERV and NTB growth as per targets set for the branch • Achieve overall deposits growth • Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.) • Achieve certification on all the products being sold through the branch • Adherence to policies and guidelines such as KYC & AML Customer Services: • Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint management • Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfaction • Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teams • Ensure quality customer service is delivered disseminating required product information • Recording complaints as per the specified process and resolving all complaints received from customers within the stipulated TATs • Ensure appropriate customer communication on closures • Preventive complaint management, asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Portfolio Management • Candidate will be responsible to manage Aspire Banking Customer Portfolio of the bank (subject to creation of Aspire Banking Portfolio in the branch) • Identify existing/new customers who meet Aspire banking program criteria and upgrade these customers under the Aspire Banking program in line with the program criteria • Ensuring that customers make RBL their primary bank • Knowing about where all the customer is currently banking and moving him to our Bank • Ensuring that customer scoping is done and products are targeted accordingly • Sales to family members and associates which have been grouped together • Relationship enhancement by cross selling other bank products. • Regular customer contact to establish needs of the customer and opportunities to cross-sell • Meet the Performance Score Card • Achieving of portfolio level benchmarks of contactibility, Family grouping, Product Cross, channel Activation Achievement of income plans and other benchmarks • Ensure that business plans for the month/quarter/year are duly met across products • Service benchmarks are met Education: Graduation must (min. score of 50%) Competency: - Sales and Influencing Skills - Banking Product & Process Knowledge - Planning and Organizing Skills - Communication Skills - Customer Service - Customer portfolio management skills Certification (Preferred): • AMFI Certification • IRDA Interested Candidates Contact:7207997185

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4.0 - 9.0 years

5 - 15 Lacs

Udaipur, Jaipur, Jodhpur

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Require Candidates Team Management Role Bank Products Current a/c and Saving A/c Experience Team Handling Profile CASA and Cross Sales Required Candidate profile Send Update Resume Jobs@xwelljobs.com Contact us Jitesh Mathur 9414133911 Our website www.xwelljobs.com

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2.0 - 7.0 years

1 - 3 Lacs

Bardhaman, Asansol, Durgapur

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Role & responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Preferred candidate profile BFSI/Banking Experience : Candidates must have 2-6 years of experience in the BFSI sector and currently hold a position as a Relationship Manager or an equivalent role in a bank. Mandatory Min Qualification : Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals

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1.0 - 6.0 years

2 - 3 Lacs

Kolkata, Bardhaman, Tamluk

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• Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 40 years

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3.0 - 8.0 years

3 - 5 Lacs

Jaipur

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Designation: Relationship Manager Royale Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relationships for both liability and retail asset products. 6. Inform clients about new products and enhancements to deepen and broaden banking relationships. 7. Ensure portfolio profitability by cross-selling and up-selling across the Banks product suite. 8. Manage segment-wise customer migration to enhance profitability and optimize service delivery. Additional Responsibilities: 1. Deliver a superior service experience that exceeds the expectations of AU clients. 2. Proactively identify potential problem accounts and implement risk-mitigating strategies. 3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies. 4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs. 5. Accurately and consistently record all sales and client engagement activities in the CRM system. 6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management. 7. Foster long-term client relationships through trust, transparency, and proactive engagement. Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting Required abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler

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1.0 - 3.0 years

4 - 5 Lacs

Kolkata

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We are seeking a dynamic and results-driven CASA Sales Officer to join our team. The primary responsibility is to drive the acquisition of Current Account and Savings Account (CASA) customers for the bank, through direct sales and business development activities. The ideal candidate will have a strong understanding of banking products and a passion for customer engagement. Key Responsibilities: Identify and acquire new CASA customers through field visits, referrals, cold calls, and marketing activities. Meet or exceed monthly and quarterly CASA sales targets. Conduct customer profiling to understand their financial needs and recommend suitable products. Promote bank products like debit cards, internet banking, mobile banking, and third-party products. Maintain relationships with existing customers to encourage repeat business and referrals. Ensure KYC compliance and documentation for all new accounts. Coordinate with branch operations for account processing and follow-up. Prepare daily and weekly sales reports and update CRM systems. Participate in promotional campaigns, roadshows, and customer outreach programs.

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3.0 - 8.0 years

3 - 8 Lacs

Jaipur

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Designation: Branch Relationship Manager Office Location: Jaipur Position description: Team Handling Role Job Purpose Qualification Graduate, Preferably Post Graduate Relevant Experience 6-7 years of Banking experience Functional Competencies Selling skills, Negotiation Skills, Team Handling Behavioural Competencies Job Responsibilities Financial Responsibilities Devise action plan for the Branch and ensure that Liabilities business -(Book size of CASA, yield, fee based income and Business quality) targets for the Branch is met. Setting liabilities acquisition targets for the team. Responsible for visiting critical clients along with Team Leaders and FOS as well as meeting with industry associations to help in building affiliations. Sales Conduct market surveys and visualize products or its variants directed to meet the needs of the population of functional Area Build a robust liabilities base for the branch in terms of numbers and volumes Build the Channel: Sales Strategy for maximizing CASA sales and penetration Conceptualize and execute periodic sales campaigns and product promotions including participation in rural melas and district programmes Mapping the market demands to available suite of products and ensuring sales Cross sell Trade Finance/Insurance products to increase fee-based income through SME business Non Financial Responsibilities Operation Responsible for ensuring a superior customer experience while on boarding accounts at the branch as well as smooth and efficient transactions for all customers. People Management Responsibilities also include motivating as well as maintaining productivity of FOS team. Also responsible for the effective hiring, training and retention of Team Leaders and FOS. Placement of Team leader(s) through appropriate arrangement in consultation with BM Train the team members at periodic intervals in New products, features and competition Ensure team strengths are maintained at approved levels and Manage attritions through motivation and job satisfaction Ensure high levels of business productivity amongst team members Compliance & Risk Responsibilities Maintain Co-ordination between Branch Manager and Banks other departments Effective follow up and taking regular reviews of team members to ensure meeting of business goals Maintain highest standards of post sales contacts and service to key customers Ensure ethical practices in acquisition and servicing Provide product improvement feedback to Branch Manager/Product Manager Key Responsibility Responsible for planning and implementing sales and marketing activities within a branch or location in order to grow the Retail Liabilities business. Is responsible for expansion of business relationships and increase business from the existing relationships and Deepening the customer relationships Supporting team members in achieving high calling and conversion rates. Originate, Coordinate and Support sales campaigns & promotions of products

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6.0 - 10.0 years

5 - 13 Lacs

Pune, Delhi / NCR, Mumbai (All Areas)

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Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement “Total Client Ownership”. Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years Interested candidates kavya.p-8341137995

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1.0 - 6.0 years

2 - 5 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

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Work Location: Mumbai/Navi Mumbai/Mumbai Suburban Role: Business Development Manager (BDM)/ Sr. Business Development Manager Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in catchment mapping and scoping exercises 8. Provide feedback on opportunities and customer needs 9. Adhere to selling norms and SOPs 10. Ensure compliance with internal guidelines and external regulations Candidate Profile 1. 1-5 years of experience in BFSI 2. Graduate or Postgraduate degree 3. Age: Up to 30 years Key Skills 1. Sales and marketing 2. Customer acquisition and relationship management 3. Transaction banking knowledge 4. Analytical and problem-solving skills 5. Communication and interpersonal skills This role requires a motivated and results-driven individual with experience in BFSI sales and marketing. Contact Person: Sagar Upade - Human Resources

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1.0 - 6.0 years

3 - 8 Lacs

Kolkata

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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). Age Group: 18 Years to 38 Years Maximum.

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1.0 - 3.0 years

1 - 3 Lacs

Siliguri, Dhupguri, Jalpaiguri

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Siliguri - Walk In Drive Details Interview Date - 13th June- 2025 Interview Location - Ujjivan Small Finance Bank - Siliguri Branch , Kelson Complex, Sevoke Road, Ward Number 13, Punjabi Para, Siliguri, West Bengal 734001 Interview Time - 10 am to 3 pm Contact Person- Mr. Malay Mukherjee (Area Head-Branch Banking) Job Location: SILIGURI + DHUPGURI + JALPAIGURI + SHIV MANDIR Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

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1.0 - 3.0 years

1 - 3 Lacs

Guwahati

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Kalapahar - Guwahati Walk In Drive Details Interview Date - 13th June- 2025 Interview Location - Ujjivan Small Finance Bank - Lachit Nagar Branch , Prithivi Mansion, GS Rd, opp. KFC building, South Sarania, Dispur, Lachit Nagar, Guwahati, Assam - 781007 Interview Time - 10 am to 3 pm Contact Person- Mr. Biswajit Deka (Area Head-Branch Banking) Job Location: Kalapahar - Guwahati Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

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1.0 - 6.0 years

2 - 5 Lacs

Kochi, Hyderabad, Mysuru

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- Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Close the leads provided by Company - Generate business through the Lead Required Candidate profile Experience: Minimum 1 year in any Sales Education: Graduate in any stream Skills: Strong communication, sales aptitude, and client relationship skills

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3.0 - 7.0 years

5 - 7 Lacs

Ahmednagar

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Preferred candidate profile Role & responsibilities : Minimum 3 Years experience is mandatory in CASA & Branch Banking sales . Acquire new customers for liabilities from open market. (CASA) Assist the customers for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers. Interested Can Share you updated resume - mahesh.dolare@ujjivan.com / 8855042842

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7.0 - 12.0 years

10 - 15 Lacs

Tumkur, Bengaluru

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Managing Sales Operations and overall functioning of the branch. Cost Management and Cost-effectiveness at the branch to ensure profitability, also ensure that the branch adheres to the Know Your Customer (KYC) and Anti Money Laundering (AML).

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1.0 - 6.0 years

3 - 5 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

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8.0 - 13.0 years

12 - 22 Lacs

Nagpur, Pune, Mumbai (All Areas)

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Complete Branch Team Handling. Responsible for including HNI customers into the Preferred Banking. experience to enhance the profitability of the relationship. Lead a result oriented team and is responsible for managing the Branch Profitability.. Required Candidate profile Own all branch banking objective and overall branch supervision Ensure achievement of overal Branch Target by generating business and cross sale product knowledge based and CASA/Demat/Credit Cards

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1.0 - 3.0 years

1 - 2 Lacs

Bharuch, Ahmedabad, Rajkot

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Regulatory compliance adherence. • Ensuring profitability at a branch level unit. Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-33 Any industry from sales experience 1 to 4 Years BFSI work experience preferred Good communication & interpersonal skills Perks and benefits Fixed package Incentives Medical Insurance Coverag

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