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3 - 8 years
5 - 8 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker NRI Business Bangalore Job Locations: Bangalore Note: Candidates having 1+ years experience in NRI Banking need to apply. Job Name PA (Business Unit) : Personal Banker NRI Business Job Title : Personal Banker-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head PB Head Job Fn : Sales Role Type: Individual Contributor Job Purpose To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Job Responsibilities Actionables HNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Liability products CASA, FX, Quickremit etc Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR and any other such system as informed from time to time Handling Service Request for program clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Customer Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) 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 - 2 years Exposure to NRI segment (preferred) Major Stakeholders Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL Note: Candidates having 1+ years experience in NRI Banking need to apply.
Posted 2 months ago
3 - 8 years
5 - 8 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Rajarajeshwari Nagar, Koramangala Main Branch Note: Candidates having 1+ 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 Note: Candidates having 1+ years experience in Banking and Wealth Management need to apply.
Posted 2 months ago
8 - 13 years
8 - 13 Lacs
Bihar
Work from Office
Role & responsibilities Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. objectives Ensure clarity of Business objectives among staff Adherence of sales process & Operational Checklist.
Posted 2 months ago
3 - 8 years
5 - 8 Lacs
Bengaluru
Work from Office
We have urgent opportunity of Personal Banker NRI Business Bangalore Note: Candidates having 1+ years experience in NRI Banking need to apply. Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head PB Head Job Fn : Sales Role Type: Individual Contributor Job Purpose To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Job Responsibilities Actionables HNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Liability products CASA, FX, Quickremit etc Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR and any other such system as informed from time to time Handling Service Request for program clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Customer Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) 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 - 2 years Exposure to NRI segment (preferred) Major Stakeholders Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL .
Posted 2 months ago
3 - 8 years
5 - 8 Lacs
Bengaluru
Work from Office
Job Purpose To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Job Responsibilities Actionables HNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Liability products CASA, FX, Quickremit etc Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR and any other such system as informed from time to time Handling Service Request for program clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Customer Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) 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 - 2 years Exposure to NRI segment (preferred) Major Stakeholders Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL
Posted 2 months ago
6 - 11 years
15 - 27 Lacs
Pune, Mumbai Suburbs, Mumbai
Work from Office
* 2 to 3 years of Branch Manager Exp. * Overall Exp 7+ plus years * Casa, Cross Sales, Retail Branch Banking, Liabilities, Banking products. * Team Handling exp. Portfolio Management. Required Candidate profile 1. Minimum 4 years experience in Branch Banking as a. Branch Manager or b. Dep.BM or c. Burgundy RM 2. Must have sales experience(liabilities products) 3. Leadership skills and team-handling exp. must
Posted 3 months ago
5 - 10 years
10 - 20 Lacs
Bengaluru
Work from Office
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. Desired Candidate Profile
Posted 3 months ago
0 - 3 years
2 - 4 Lacs
Vapi, Navsari, Vadodara
Work from Office
Sell banking products like accounts, loans, and insurance. Help customers with their financial needs. Meet sales targets and grow business. Build strong relationships with clients. Ensure good customer service and follow bank guidelines. Required Candidate profile Any graduate. 0-2 years of sales experience in banking or finance. Strong communication and relationship-building skills. Age required 21 to 32.
Posted 3 months ago
3 - 8 years
5 - 15 Lacs
Trivandrum, Ahmedabad, Bengaluru
Work from Office
Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions.
Posted 3 months ago
4 - 9 years
5 - 8 Lacs
Dhamtari, Bilaspur
Work from Office
Resposibilities :- The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. • Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, • Proactively and timely identifies potential problem accounts and formulates appropriate risk • Mitigating strategies. • Manage customer migration between segments, sub-segments and the HNI business. • Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. • Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment • Ensure all sales activity is recorded online as per the organizational process (CRM) • Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets • Informs customers about new products or product enhancements to further expand the banking relationship • Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM) Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities
Posted 3 months ago
2 - 7 years
3 - 8 Lacs
Dhamtari, Bhilai/Bhillai, Raipur
Work from Office
1) Bank Officer Current Account: Min 1 Year exp. in Banking sales and sourcing Current Account. 2) Relationship Officer: Min 3 Years exp. in Branch Banking Sales (All retail products). 3 ) Relationship Manager: Min 5 Years exp. in Branch Banking Sales (All retail products) 4) Branch Relationship Manager : Min 7 years exp. as a BSM role(Team Handling). 5) Branch Operations & Service manager : Min 6-7 Years exp required for opration head role. Age Group: 18 Years to 40 Years Maximum.
Posted 3 months ago
4 - 9 years
5 - 9 Lacs
Dhamtari, Bhilai/Bhillai, Raipur
Work from Office
Resposibilities :- The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. • Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, • Proactively and timely identifies potential problem accounts and formulates appropriate risk • Mitigating strategies. • Manage customer migration between segments, sub-segments and the HNI business. • Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. • Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment • Ensure all sales activity is recorded online as per the organizational process (CRM) • Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets • Informs customers about new products or product enhancements to further expand the banking relationship • Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM) Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities
Posted 3 months ago
1 - 6 years
2 - 4 Lacs
Chennai, Bengaluru, Kochi
Work from Office
Asign to one branch for overall sales oprations online Managing the sales through assigned leads The candidate has to handle tie-up partners To Close The leads Provided By the Company Handle the walk-in customer Do Cross Selling Products Required Candidate profile Experience: Minimum 1 year of experience in sales. Education: Bachelor’s degree
Posted 3 months ago
0 - 5 years
2 - 4 Lacs
Trichy, Salem, Coimbatore
Work from Office
URGENT HIRING PRIVATE BANKING JOBS ACROSS TAMIL NADU Qualification: Any UG/PG Degree Designation: Assistant Manager, Deputy Manager, Bank officer, Business Development Manager/Executive, Relationship Manager, Branch Relationship Executive, Personal Banker, SO, Senior Executive and Many more roles are available Pay Scale: 18000 TO 45000 Per Month Required: Fresher to Experienced Job Location: Coimbatore, Chennai, Erode, Salem, Trichy, Madurai, Tirunelveli, Nagercoil, Virudhunagar, Villupuram, Cuddalore, and Pondicherry Interested Candidates Can share your updated Resume to Whatspp - 6385776341 with mention the subject as "Private Banking - NAUKRI" CALL/WHATSAPP - 6385776341 Contact Timings - 9.30 AM to 5.30 PM
Posted 3 months ago
0 - 5 years
2 - 3 Lacs
Siliguri, Kolkata
Work from Office
Job Title: Sales Executive Function: Sales Department: Liabilities Typical Grade: Executive, Senior Executive , Assistant Manager. Location : Kolkata, Siliguri Reporting Manager: Branch Sales Manager Age: For Freshers - up to 28 yrs For Experienced - 32 yrs Salary : For Freshers - Rs 2,13,096 For Experienced - Rs.3,00,000 CIBIL Score: 700+ Work Type: Field Work "If you have any relevant references, kindly forward this email to them or share their resume on this number - 9151884616 You can directly call on the same no. Kindly ignore this email in case not relevant to you
Posted 3 months ago
2 - 7 years
3 - 5 Lacs
Satara, Osmanabad, Nagpur
Work from Office
A leading bank is hiring CASA Acquisition and corporate Acquisition officers at multiple locations in India. Required Candidate profile minimum 2+ years of Account acquisition experiance from open market is mandatory
Posted 3 months ago
2 - 7 years
3 - 5 Lacs
South Goa, Durg, Dewas
Work from Office
A leading bank is hiring CASA Acquisition and corporate Acquisition officers at multiple locations in India. Required Candidate profile minimum 2+ years of Account acquisition experiance from open market is mandatory
Posted 3 months ago
1 - 6 years
3 - 3 Lacs
Vadodara, Ahmedabad, Surat
Work from Office
Candidate intrested for life insurance sales apply experience 6month in bfsi sales graduate
Posted 3 months ago
10 - 20 years
40 - 65 Lacs
Delhi NCR, Ahmedabad, Mumbai (All Areas)
Work from Office
What Will You Do? As a part of our dynamic Corporate Sales team, you will: Build Lasting Client Relationships: Establish and nurture strong connections with corporate clients by understanding their unique insurance needs. Act as a trusted advisor and the primary point of contact, ensuring prompt and effective responses to inquiries and concerns. Achieve and Exceed Sales Goals: Set ambitious sales targets and proactively identify new business opportunities. Drive revenue growth by upselling tailored solutions to existing clients and implementing innovative sales strategies. Explore New Markets: Conduct in-depth market research to identify potential clients and stay ahead of emerging industry trends. Develop customized insurance proposals that address the specific risk profiles of prospective clients. Present and Negotiate with Confidence: Deliver compelling presentations to clients, articulating the value of our insurance solutions. Collaborate with underwriters and insurers to negotiate favourable terms that align with client needs. Ensure Compliance and Precision: Maintain meticulous records of policies, contracts, and client data in adherence to company policies and regulatory standards. Uphold the highest level of compliance while managing transactions and operations. What Were Looking For To thrive in this role, you should bring: Educational Excellence: A bachelor’s degree in business, marketing, insurance, finance, or a related field is preferred. Relevant Experience: Prior experience in corporate sales, business development, or the insurance industry is a significant advantage. Professional Certifications: Certifications in sales, business development, or insurance broking will set you apart. Tech Savvy: Proficiency in CRM systems, the Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software. A Winning Attitude: A passion for building relationships, solving complex problems, and delivering value to clients.
Posted 3 months ago
1 - 6 years
2 - 5 Lacs
Unjha, Mehsana
Work from Office
Urgently Hiring for the Position of RM for leading private sector bank. Send your updated CV for the role below. Position - Relationship Manager / Relationship Officer No of Position - 5+ Ctc - Best in Industry (depending on interview discussion) Experience - 1+ years of Banking / Casa Sales experience. Branch locations - Kadi / Himatnagar / Junagadh For Scheduling interview, Pls send your cv on sagar.namaha@rblbank.com or call 9510558666. Pls forward this email to your circle if it is not suitable for you
Posted 3 months ago
1 - 6 years
2 - 5 Lacs
Kadi, Himatnagar, Junagadh
Work from Office
Urgently Hiring for the Position of RM for leading private sector bank. Send your updated CV for the role below. Position - Relationship Manager / Relationship Officer No of Position - 5+ Ctc - Best in Industry (depending on interview discussion) Experience - 1+ years of Banking / Casa Sales experience. Branch locations - Kadi / Himatnagar / Junagadh For Scheduling interview, Pls send your cv on sagar.namaha@rblbank.com or call 9510558666. Pls forward this email to your circle if it is not suitable for you
Posted 3 months ago
6 - 9 years
5 - 10 Lacs
Navi Mumbai, Mumbai, Thane
Work from Office
Role & responsibilities Relationship Manager Retail Liabilities responsible for sales, Portfolio management, Portfolio, Income Plans, Operations. Preferred candidate profile Should be from Banking and Financial services background . Excellent communication skills and Product knowledge of Banking . Additional Qualification : AFMI , NCFM Perks and benefits Leading Pvt Sector Bank offers best in class Renumeration , Incentives , Bonus and R n R Program to the Right Candidate.
Posted 3 months ago
3 - 7 years
4 - 9 Lacs
Pune
Work from Office
Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Pune Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Chinmay Deshmukh Time : 10.30 am to 4.30 pm Date : 21st Mar' 2025 Location : Pune Regional Office, IndusInd Bank Limited : 3rd Flr, Suyog Platinum, Naylor Road, Next to Hotel Conrad, Pune 411 001 Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Please note since this is a sales profile, candidates with relevant experience and interest would only be entertained. Regards, Team HR IndusInd Bank
Posted 3 months ago
1 - 6 years
3 - 5 Lacs
Howrah, Kolkata
Work from Office
F2F Interview : Bank - CASA Sales /Corporate Salary Contact : 6291110549 (10am-7pm) AM/DM Salt Lake/Howrah/Jadavpur/Kasba/Park Street Saving A/c Sales - 3L to 4.60L Current A/c Sales -3.5L to 5.25L Corporate Salary A/c - 4L to 5.25 (Only Kasba) Required Candidate profile Graduate & Age 30 max Good In English (Written + Spoken) Saving A/c Sales - From Any Financial product sales Current A/c Sales - CASA Sales exp. must Corporate Sales - From Salary A/c Sales or B2B
Posted 3 months ago
3 - 5 years
2 - 6 Lacs
Navi Mumbai, Mumbai
Work from Office
URGENT HIRING IN LEADING BANK !!! Job Title : Personal Banker Retail Branch Banking Location : Pan MUMBAI / navi mumbai Reports To : Branch Head Experience : Minimum 3 year in banking preferred Key Responsibilities: Job Description (Simplified): Achieve growth in CASA (Current and Savings Accounts) and NTB (New to Bank) accounts. Increase retail TD (Term Deposit) through NTB and existing customers. Generate revenue from Life Insurance (LI), General Insurance (GI), and Mutual Funds (MF). Drive 2% monthly growth in CASA for mapped accounts. Promote Premium Debit Cards and Lockers for new customers. Generate fee income through asset referrals. Maintain 100% compliance with audit, KYC, AML, and other norms. Ensure no issues with daily operations, cash transactions, or reporting. Complete required training and certifications. Activate 70% of customers on digital channels (internet, mobile, debit card). Drive product adoption through customer engagement and referrals. Maintain zero customer service complaints or escalations. Ensure 100% onboarding of new customers, including welcome calls. Apply Now! URGENT HIRING IN Leading PVT Sector BANK. Send your resume to [people1qc@gmail.com] - SHRADDHA BAMNE OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692
Posted 3 months ago
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