431 Liabilities Jobs - Page 10

In this role, you’ll be responsible for tracking the HNI/Ultra HNI segment ...Branch Handling.

Job description Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

-Hiring Relationship Managers to handle HNI clients, drive product sales, and ensure top-tier service. - Includes cross-selling, query handling, and client relationship management. -BFSI experience mandatory (2+ years) Contact: 9124953213

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Mylasandra, Kengiri, Magadi and Komaghatta Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and 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. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities(JR) Actionable Sales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins Portfolio Referrals Friends Associates Family members Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards Activation Pitch for enhancement of limits Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers MF/Insurance/RBI Bonds Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. Calling of customers who have not transacted and know the reasons. Escalate to BM / Product on any change in market situation / threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit To ensure such customers are engaged and brought back to bank fold To cross sell loan products with other banks for which such transfer may take place To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers Includes persuading the customer to continue and if required renew FDs Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Managing Classic Portfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH / PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievement of income plans and other benchmarks within portfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking / Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customer services Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. 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 Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Insurance CAM MF Fund houses personnel HSL personnel Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at HDFC Bank NO.10, J C Industrial Area, Elechenahalli, Konanakunte Cross, Kanakapura Road, Bangalore - 560062 (Branch Code - 1753) Date: May 09, 2024 (Friday) Time 10:00 AM to 12:00 PM Concern Person : Abhai Srivastava (HR Team) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

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

Roles and Responsibilities Manage relationships with existing clients to increase sales revenue through cross-selling of products such as SME banking, term loan, working capital loans, etc. Identify new business opportunities by visiting potential customers and acquiring new accounts. Develop a deep understanding of customer needs and provide tailored solutions to meet their requirements. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Maintain accurate records of client interactions, transactions, and performance metrics.

About the Job: We are looking for a passionate and dynamic experienced Finance Professional to join our team at Manipal Hospitals! Role: Indirect Taxation Location: Bangalore What You’ll Do: Timely preparation, review and proper filing of GST Returns on a monthly basis and payment of Tax liabilities of different entities. Assisting in Timely completion of GST Desk audits under indirect tax laws. Assisting in GST Assessments. Responsible for proper accounting of tax entries and various reconciliations between books and GST Returns. Interaction with finance teams of hospital units to ensure compliance to the GST Laws Assist in implementation of various process at the centralised level to ensure efficiencies in the GST Compliance. What We Are Looking For: BCom/MCom degree holder 2-4 years of experience in indirect taxation What We Offer: Competitive salary and benefits package Opportunities for professional development and career growth A collaborative and inclusive work environment Roles and Responsibilities Job Title: Senior Associate - Finance & Accounts Company Name: Manipal Hospitals Roles and Responsibilities: Timely preparation, review and proper filing of GST Returns on a monthly basis and payment of Tax liabilities of different entities. Assisting in Timely completion of GST Desk audits under indirect tax laws. Assisting in GST Assessments, Notices, appeals including visiting to tax offices. Responsible for proper accounting of tax entries and various reconciliations between books and GST Returns. Assisting various internal stakeholder with respect to income tax audit, Cost Audit and Statutory Audit Interaction with consultants on various tax compliance activities Interaction with finance teams of hospital units to ensure compliance to the GST Laws Assisting in Knowledge sharing to Finance teams of hospital Units. Assist in implementation of various process at the centralised level to ensure efficiencies in the GST Compliance.

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

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.

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

We are conducting a Mega Walkin drive on 10th May 2025 at 10:00 AM to 02:00 PM at Spencer Plaza. Hiring for various locations across Chennai. Job Description Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Need to handle 2 to 3 KAGB Branches Generate maximum lead from the branches assigned branches. Generate maximum revenue for Canara HSBC Life Insurance. Prime responsibility should build good relationship with the Branch Managers and Team members. Required Candidate profile Any graduate with min 6 months of BFSI sales exp Good communication skills Must have vehicle Interested candidates share CV on below details Mail - Rishi@theinfinityspace.com Call - 7383237905 Perks and benefits On Roll with Canara HSBC High Incentive + Growth

Oversee daily banking operations, including loan processing, account opening, and financial consulting. Develop and implement strategies to achieve financial objectives and branch goals. Maintain an in-depth knowledge of banking products

HNI, wealth, Portfolio handling

Implementation and Maintenance of RBP Policy, Compliance relating to RBP Policy Tech initiative around RBP Policy Driving the tech initiatives relating to RBP policy with the help of IT BSG and Business

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 increase 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"

Overall Job Description Handle following duties at Branch: Trade-Business related, Non-Trade related & General Banking operations related. Looking after client servicing at the branch lobby Checking KYC documents on new client Account opening forms. Onboarding of new acquired clients through welcome call and audit on sales process. Managing TAT for all service & operational transactions Activation of clients on net banking and other non-branch channels. Business lead generation and passing to relevant sales channel. Managing overall client satisfaction score card for the branch. Authorization & audit checks for all operation transactions Essential requirement: 2-3 years banking industry experience with atleast 1-2 year of branch banking operation experienc

Post : Branch Sales Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 1+ YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 90238 62949 HR Vivek Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager • Recruit Team • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Graduation must. • Min. 2 year experience in Any Sales / Field Sales / Banking / Finance / Insurance • Good Communication • Age between : 24 - 38 Call OR WhatsApp : 87349 41770 HR Sweta Perks and benefits Incentive + PF + Mobile with Several

Roles and Responsibilities Manage bancassurance channel sales performance, identifying opportunities for growth and improvement. Develop and execute strategies to increase insurance penetration through cross-selling life insurance products. Build strong relationships with bank partners to drive business growth and expand market share. Lead a team of sales professionals, providing guidance on product knowledge, sales techniques, and customer service standards. Analyze market trends and competitor activity to stay ahead in the competitive bancassurance landscape. Desired Candidate Profile 3-7 years of experience in sales in which Min 1-2 Years of Core Life Insurance experience Is mandatory Strong understanding of life insurance products and their applications. Proven track record in managing teams and achieving sales targets. Excellent communication, leadership, and problem-solving skills. For More Info.: Komal B.|| Hr Team Call/What's App : 93289 59079 Email : Komal@tekpillar.com

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - Brijesh@theinfinityspace.com

Key Responsibilities: Achieving Sales Targets: Meet and exceed sales targets for liabilities, including CASA and third-party products like insurance, mutual funds, and online trading. Team Leadership: Lead, recruit, train, mentor, and retain a sales team, ensuring they are equipped to achieve targets. Business Development: Focus on mobilizing business for current accounts and driving revenue growth through sales. Product Knowledge: Possess in-depth knowledge of liabilities products and their workability, including CASA and related concepts. Customer Relationship Management: Build and maintain strong customer relationships, addressing concerns and resolving issues promptly

Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance

Job description: We are Hiring a Branch Manager for Leading Small Finance Bank for Flagship Branch Job Title: Branch Manager - Branch Banking Location: Chennai Alwarpet & Gopalapuram and Hyderabad-Jubilee Hills, (Flagship branch) Department: Branch Banking Job Summary The Branch Manger will be responsible for the overall management of the branch, including business growth, customer service, operations, and compliance. The role requires strong leadership to drive sales, enhance customer relationships, ensure operational efficiency, and maintain regulatory compliance. Key Responsibilities 1. Business Development & Revenue Growth Achieve branch targets for deposits, CASA (Current Account, Savings Account), cross-selling, and third-party products (insurance, mutual funds, etc.). Identify and acquire new customers while maintaining relationships with existing clients. Drive MSME, retail, and priority sector lending in alignment with business objectives. Develop and execute local marketing strategies to enhance branch visibility. 2. Customer Relationship & Service Excellence Ensure excellent customer service and handle escalations effectively. Drive initiatives to improve customer engagement and satisfaction levels. Implement a customer-centric culture at the branch. 3. Operational & Compliance Management Ensure adherence to banking regulations, internal policies, and RBI guidelines. Manage cash flow, branch operations, and risk controls. Conduct regular audits and compliance checks. 4. Team Leadership & Performance Management Lead, mentor, and manage the branch team to achieve business goals. Conduct regular training programs for staff on sales, service, and compliance. Set performance targets and review employee productivity. 5. Market Intelligence & Competitor Analysis Monitor industry trends and competitor activities. Provide insights and recommendations for business improvements. Key Requirements Qualification & Experience Graduate/Postgraduate in Finance, Business Administration, or a related field. 6 -12 years of experience in retail banking, with at least 3-5 years in a leadership role. Skills & Competencies Strong sales and business development skills. Excellent leadership and team management abilities. In-depth knowledge of banking operations, risk management, and compliance. Strong communication and negotiation skills. Customer-oriented with a problem-solving mindset. Compensation & Benefits Competitive salary based on experience. Performance-based incentives. Health & insurance benefits. Career growth and development opportunities. With Warm Regards, Ravi Kumar SharmaDeputy Manager | Skillventory M | +91-7489933146 / 9713759707 E | ravikumar.sharma@skillventory.com

Walk In Drive Details Build a Better Career With Ujjivan Small Finance Bank !!!!! We are Conducting a Walk-In-Drive On 05th-Mar-25 Designations:- 1> Cashier-Branch Banking-1 Year of Exp. 2> Customer Care Representative-1 Year of Exp. Qualification- Minimum Graduate-Any Stream/MBA in Marketing. Experience Required- Candidate must have an exposure to Branch Banking Business domain with Strong Operational Knowledge and handling a similar profile in peer Banks. Job Location- ANYWHERE IN BIHAR Time-10.00 AM to 3.00 PM Interview Venue-Ujjivan Small Finance Bank. Ground Floor, B-9,Sri Krishna Puri, Near Pizza Hut, Sahadeo Marg, Boring Road, Patna-800001 NOTE: Kindly carry your resume for the walk-in Drive.