626 Liabilities Jobs - Page 10

Post : Senior Relationship Manager • To Manage the Banca sales through assigned Bank • To Resolving customer queries • To Close The leads Provided By the assigned Bank • To Handle the walk-in customer • To Do Cross Selling of the Products Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 97244 79846 HR Fenil Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Team Leader • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 9714602190 HR Dhruvraj Perks and benefits Incentive + PF + Mobile with Several

- Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Generate business through the Lead - Close the leads provided by Company Required Candidate profile - BFSI experience preferred - need at-least 2 years of experience - Age criteria 21-38 Perks and benefits • Paid Leave • Incentive • Allowances • Insurance

Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Customer servicing/ Renewals Required Candidate profile FLS candidates preferred : Any industry from sales experience 1 to 4 Years Graduation or Above Age 21 to 35 Years Perks and benefits Fixed package Incentives Medical Insurance Coverag

- Managing the life insurance sales through assigned Bank Branches. - Lead will be provide (Lead work) profile. - Regular Visits to The Assigned Branches. - Interaction with Branch Walk-In Customers for Need Identification. Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-40

- Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Generate business through the Lead - Close the leads provided by Company Required Candidate profile - BFSI experience preferred - need at-least 2 years of experience - Age 21-44 Perks and benefits • Paid Leave • Incentive • Allowances • Insurance

Role & responsibilities Branch Relationship Manager Banking Experience in CASA Sales with Team Handling Preferred candidate profile Experience of 6-10 years in Retail Banking; preferably in relationship/ transactional banking & who are dealing with HNI Clients, preferably Team Handling profiles

• Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Need to maintain relationship with clients and Branch managers • Resolve customer queries/issues • Handle walk in customers Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 37 Years • Good Communications Skills • Fresher's Can't Apply

- Managing the sales through assigned Bank Branches. - Lead will be provide (Lead work) profile. - Visits to The Assigned Branches. - Negotiate and close deals - 100% lead will be provided. Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-37

- Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Generate business through the Lead - Close the leads provided by Company Required Candidate profile - BFSI experience preferred - need at-least 2 years of experience - Age criteria 21-38 For better reach you can share your CV @ Karan | 7861004785 Perks and benefits • Paid Leave • Incentive • Allowances • Insurance

- Acquire New to Bank (NTB) HNI / Ultra HNI customers - CASA acquisition along with cross-sales of LI, GI, HI, FD, MF etc - Call & book appointment with customers from existing / mapped leads - Generate own leads also - Field sales Perks and benefits Best in Industry incentives Good work life balance

- Tele Sales Channel / inside sales - Handling auto / Health Insurance - Handing a tele sales team and drive business to achieve the target - Need to get business from mapped executives - Build good relationship with channel partner & customer Required Candidate profile - 6 months experience in GI products Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to work under target pressure / leading team Perks and benefits Monthly travel allowance and incentives

- Bank Assurance Channel - Handling auto insurance / Health Insurance - Need to get business from mapped partners - Handing the partner bank staff and drive business to achieve the target - Build good relationship with channel partner & customer Required Candidate profile - 6 months experience in GI products Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure / leading team Perks and benefits Monthly travel allowance and incentives

- Bank Assurance Channel / Life Insurance - Need to get business from mapped bank branches in open architect model - Handing the partner bank staff and drive business to achieve the target - Build good relationship with channel partner and customer Required Candidate profile - 6 months experience in Banking products Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure / leading team Perks and benefits Monthly travel allowance and incentives

Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM) Location: Nagpur, Pune Experience: Minimum 4 years in NRI banking Industry: Banking & Financial Services Job Responsibilities: Manage and grow relationships with NRI clients. Provide investment, forex, and remittance solutions. Ensure compliance with banking regulations and KYC norms. Generate business from NRI accounts through cross-selling banking products. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Experience in handling NRI clients and products like FCNR, NRE, NRO accounts. Strong understanding of global remittance and forex transactions. Job Title: Burgundy Relationship Manager (Burgundy RM) Location: Nagpur, Pune Experience: Minimum 6 years in wealth/relationship management Industry: Banking & Financial Services Job Responsibilities: Manage a portfolio of Ultra HNI clients. Provide investment and wealth management advisory. Drive revenue growth by offering premium banking solutions. Work closely with financial advisors and investment teams. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Strong knowledge of wealth management, investments, and banking solutions. Excellent relationship-building and negotiation skills.

Walk In Drive Details Interview Date - 3rd July 2025 Interview Location - Ujjivan Small Finance Bank-Kapasiya, NH 31, Kailash Motel, near Maruthi Showroom, Harhar Mahadev Chowk, Kaushal Colony, Kapasiya, Kapasiya, Begusarai - 851101 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Begusarai (Bihar) 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.

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 exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Mediclaim Career Growth

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 exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Mediclaim Career Growth

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 exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Kriti@theinfinityspace.com / 92270 53915 Sr HR Kriti Perks and benefits On Roll with Axis Group Mediclaim Career Growth

Manage Relationship with Bank: Interested candidate can call - 8780904289 Connect with Walk-in customers and pitch them about Life Insurance Meet customers on appointment basis With branch manager Required Candidate profile - Any Graduation - Prior Sales Experience Perks and benefits 2000 Travel Allowance monthly 1000 Mobile bill

Come for Direct Walk-in Equitas Bank F2F Interview | 28 June (Sat) Roles: BDO (1yr+ Sales Exp) – 4.2LPA, PAM (2yr+ CASA Exp) – 5.7LPA No fresher Allowed Locations: Delhi, Noida, GZB, GGN, FBD Mode: Walk-in Only Graduate only | Male/Female

Position : Relationship Manager-Yes Premia and Yes First Responsibilities : Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service Maintain periodic status reports, including daily activity report and calls/follow-ups made Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Portfolio management of customers between identified thresholds. Activation of inactive accounts Cross sell Liability, Assets and TPP Products. Upsell and up tier customers to higher variant of products and services Achieve monthly budgets. Service walks ins and existing customer in branch and outside of branch TDS, 15G, 15H handling in branch Get additional NTB customers to the bank Customer on-boarding Adherence to Banks and regulatory guidelines

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