437 Liabilities Jobs - Page 14

Function Purpose: The Placement Function in our insurance broking company is responsible for ensuring optimal placement of insurance policies for our clients. This function involves liaising with insurance underwriters, analysing risk profiles, negotiating terms, and securing the most appropriate insurance coverage at competitive rates for our clients. Role Purpose The purpose of the Placement Role is to effectively manage the placement process for insurance policies. The role involves analysing clients' insurance needs, identifying suitable insurance products, negotiating terms with insurers, and facilitating the policy placement to provide the best insurance solutions to clients. Key Expectations of the Role: Insurance Product Analysis and Selection Assess clients' risk profiles and insurance needs to determine the appropriate insurance products. Analyse various insurance products available in the market and recommend the most suitable ones for clients. Negotiation and Terms Agreement: Negotiate policy terms, coverage, and premiums with insurance underwriters to ensure optimal terms for clients. Collaborate with insurers to negotiate policy conditions that meet clients' requirements while adhering to compliance and regulations. Policy Placement and Issuance: Facilitate the smooth placement and issuance of insurance policies for clients. Coordinate with internal departments to ensure accurate policy issuance and timely delivery to clients. Client Engagement and Education: Engage with clients to provide updates on policy placements and ensure they understand the terms and conditions of their insurance coverage. Educate clients on policy features, benefits, and coverage details. Market Research and Trends Monitoring: Stay updated on market trends, insurance products, and industry developments to offer informed recommendations to clients. Conduct market research to identify emerging insurance products and assess their suitability for clients. Competencies Required for the Role: Insurance Industry Knowledge Possesses a strong understanding of insurance products, policies, underwriting, and industry practices. Stays informed about insurance market dynamics, regulations, and emerging trends. Negotiation Skills Demonstrates effective negotiation skills to secure favorable terms and conditions for clients during policy placement. Balances the interests of clients and insurers to achieve mutually beneficial agreements. Analytical Thinking Utilizes analytical skills to assess insurance products, evaluate risk profiles, and make informed decisions regarding policy placements. Can interpret complex data and information to draw meaningful insights. Client Relationship Management Builds and maintains strong relationships with clients, understanding their needs and delivering exceptional service. Listens to clients, provides appropriate advice, and addresses inquiries effectively. Interpersonal Skills Strong interpersonal skills, including the ability to negotiate, communicate effectively, and collaborate with clients and insurance underwriters. Personal Qualifications: Educational Background: A bachelor's degree in business, insurance, finance, or a related field is preferred. Experience: Prior experience in insurance placement, underwriting, or related roles within the insurance industry is advantageous. Certifications: Relevant certifications in insurance broking or risk management are beneficial. Technology Proficiency: Proficient in using insurance management software and Microsoft Office suite (Word, Excel, Outlook, etc.).

Job Name : Branch Relationship Manager Business Development Grade : M2 (Deputy Manager) JOB ROLE : Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Chequebook insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT: Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a key. Thorough understanding of banking Customer Retention Cost Efficiency through Process Interested candidates can drop your cv's below Contact:7207997185 Email:divyasree.m@vipanyglobal.com

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 2 YRS of exp. in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • Age : 24 to 38 yrs. Contact us : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship 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 • Min have 2 Yrs. of exp. in Any Sales / Banking / Finance / Insurance • Good Communication skill • Age : 22 to 35 yrs For more information kindly contact us : 8401193616 HR Nirali Perks and benefits Incentive + PF + Mobile with Several

- 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 • College degree preferred • At least 1 year experience in sales • On-the-job training provided

Post : Relationship 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 6 Months of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

required for CASA Accounts *Responsible for lead generation and opening CASA Accounts *Achieving the Sales target by Branch Manager or reporting Manager *Good Network and corporate relations *Good knowledge of Geographical area Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship

- 100% Lead will be provided - Need to seat in bank handle walking customer - Generate business through the Lead - Close the leads provided by Company - Set up a meeting with potential customers and close the deal Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Bfsi exp

Post : Relationship 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 • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Any Sale / Banking / Finance / Insurance • Age : 21 to 33 YRS (Fresher's can't apply) Contact :73830 81652 HR Krisha

Post : Business 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 99749 35572 HR Nikhil Perks and benefits Incentive + PF + Mobile with Several

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 2 YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 9714602190 HR Dhruvraj Perks and benefits Incentive + PF + Mobile with Several

We are hiring for SRM - Senior Relationship Manager !! - Get a seat at a bank branch - Number of Customer meeting per day - Delivery of Min. business guarantee - Lead/Feedback/Referral Updating on LMS - Direct sales, Life insurance Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Openings For Loyalty channel/Direct Sales -Loyalty Direct Channel sales/Loyalty Channel -Relationship Building & Business Development -Need to Sell Life Insurance to the company assigned customers -Leads/database will be given by the companies side Required Candidate profile FLS candidates preferred : Any industry from sales experience 1 to 4 Years Graduation or Above Age 21 to 35 Years Note : Interested candidate can send their resume on What's app. No - 7383428712 Perks and benefits Fixed package Incentives Medical Insurance Coverag

We are currently hiring for Financial Spreading for a global Bank India, Location Hyderabad & Bangalore . Experience: Financial Spreading - Income statements, Balance sheet , Cash Flow , Financial Statements - Assets, Liabilities, Stakeholders equity and Financial information. Role: Financial Spreading Job type: Permanent

Role & responsibilities : This role provides critical inputs on all new products/processes and any amendments to products/processes to highlight Operational Risks. This role documents and tracks Operational risks arising from other bank activities such as material outsourcing, Training content review etc. The incumbent participates in development and deployment of various risk related activities such as RCM enhancements, IFC testing, Risk & control self-assessment, RBI tranche data control template, etc. The incumbent also monitors and gathers inputs from key functions of the bank on KRIs. Facilitate enhancement of RCMs and liase with regional Ops Risk team across branches and regions to carry out IFC testing, maintain tracker for the same. Participates in product and process review for availability of controls and also in reviews related to Business Requirements Document (BRD), Functional Specific Development (FSD) and perform User Acceptance Testing (UAT) to ensure effectiveness of controls before move to Production Perform Annual risk assessment for material outsourcing vendors with regards to compliance. Facilitate regional Ops Risk team across branches and regions to carry out BCP simulation as per approved schedule. Ensure compliance to all regulatory norms/guidelines in the regions by providing guidance, checks & evaluation of the branches and review of implementation of the compliance obligations of the regulatory guidelines. Participates in product and process review for availability of controls. and also, in reviews related to Business Requirements Document (BRD), Functional Solution Document (FSD) and perform User Acceptance Testing (UAT) to ensure effectiveness of controls before move to Production. Collect loss data and KRI data for regional ORM team and consolidate it for reporting to the corporate ORM function. Coordinate collection, recording and data capture of loss events and near miss together with verification within the businesses and regular reporting of these events, the details, and amounts as per the provisions laid down in the Loss Data Management Manual. Maintain an MIS of all the branches with findings on compliance issues; provide consolidated compliance review findings to the Manager / Corporate Operational risk manager. Appraise the regional business & functional heads the level of compliance and failures, if any, so that prompt/corrective action is taken Assist the regional business & functional heads in submission of monthly Compliance Certificate in the prescribed format Conduct monthly surprise visits at the Branch for checking implementation of the required changes in internal procedures as communicated by Functional Departments Submit the report on breaches/non-compliances immediately to the Manager Opsrisk / Corporate Opsrisk Manager Conduct timely follow-up, documentation and status of action plans, open issues identified during OR assessments at respective branches. Maintain a database of branch wise deviations in terms of non-adherence to standard processes, perform root cause analysis of major deviations from and recommend changes in process design to address the same Escalate to Managers on the level of operational compliance and failures, if any, so that prompt/corrective action is taken Customer Visit to assigned branches across South regions to review process adherence on identified and assessable parameters for a specific process implementation review. Ensure the queries raised by branches and regional office on operational risk and compliance is addressed as per requirements Responsible for implementing risk scorecards across branches and backend activities to analyze risk indicators Visit branches across regions to review process adherence on identified and assessable parameters Responsible for the Test of Design and Test of Operating Effectiveness through IFC testing Support to BRACOs for effective implementation of processes at front line of defense. Internal Process Reports loss incidents for identification of control gaps Responsible for implementing risk and control matrix / Supports for completion of RCSA for departments. Maintain various tracker pertaining to Ops risk team. Ensure all the escalations, reporting to the corporate office and ORM elements are done in a timely manner. Implements approach to improve KRI(s) so as to bring them within acceptable threshold. Reports loss incidents for identification of control gaps Responsible for implementing risk and control matrix / register for various processes in Ujjivan SFB. Updates Operational Risk checklist on which the branches are assessed when visited across regions by Operational Risk team. Learning & Innovation Updates self with prevailing regulations, notification, circulars and guidelines of the regulators and statutory bodies, and disseminate the information regarding new regulatory developments. Support in developing training modules, including online modules, for development and maintaining of risk culture. Conduct appropriate trainings/workshops pertaining to Operational Risk at the Regional Offices and branches. Attend external training programs and workshops to enhance operational risk skill sets. Ensure adherence to training man-days/ mandatory training programs for self. Enhance knowledge through successful certification on various courses related to risk managements and latest technological developments. Ensure goal-setting, mid-year review and annual appraisal process happens within specified timelines for self. Required Skill: At least 2-4 years of experience in Retail Banking, should have experience in both Assets and Liabilities business with at least 1+ years of hands-on experience in any of the vertical viz., Risk, Audit, Compliance or Operations. Sound knowledge of Risk Management principles & the evolving practices for the management of Operational Risk Knowledge of micro finance and functioning of Retail Bank branches; cash management, branch operations, retail Forex, payments and clearing, businesses like deposits, term deposits, gold loans, lockers, overdrafts, etc. Knowledge of RBI polices and guidelines relevant to SFB. Good team player Ability to work with cross functional teams to deliver desired outcome Good analytical skills Good written communication and presentation skills High standards of integrity and ethics

Develops new and expands existing High Net worth Customer relationships for liabilities

1.Self-starter and energetic individual & Sales focus in achieving defined targets 2.Stability - Min 1.5 - 2 years casa sales in the current org/ role 3.Good communication and problem-solving skills 4. CASA handling, Liabilities product handling. Required Candidate profile 1.Graduate with 2-4 years of relevant experience (in CASA Sales). 2.Must have handled portfolio.

Job Requirements Job Title – Branch Manager-Rural Business Unit - Retail Banking Function – Rural Banking Location - Amalner, Ambejogai, Dharashiv. Job Purpose: The role entails managing and scaling up the Rural banking business for the branch by creating strategies to achieve growth targets for the branch by managing operations and resources in the most cost efficient and technology effective manner. It also entails developing constructive relationships with key local dealers and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. It is accountable to ensure expansion of branch footprint, product penetration and delivery of high-quality customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. It includes building up teams, systems, process and culture relevant to the branch network scale. Roles & Responsibilities: Own the liabilities for the branch and direct all operational aspects including distribution operations, customer service, administration and sales. Responsible for working towards achieving sustainable profitability for Liabilities sales of the branch. Custodian of people, processes and documents for the branch; expected to manage the liabilities for the branch and work towards achieving sustainable profitability. Manage a team of assistant branch managers and relationship officers to drive client acquisition, deepening of existing relationships and addressing all needs of customers by providing gamut of banking services. Assess and monitor portfolio quality and loan limits, Conduct field audits and customer verifications. Achieve productivity, efficiency, financial (budget and cash flow), customer service targets and ensure statutory compliance for the branch. Assess local market conditions and identify current and prospective sales opportunities. Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs. Adhere to high ethical standards and comply with all regulations/applicable laws. Cultivate relationships with individual and corporate customers. Spearhead manpower planning, recruitment and training processes for both on-roll and off-roll employees to ensure high performing talent across levels. Develop and implement livelihood advancement and community development initiatives. Bring out the best of branch’s personnel by providing training, coaching, development and guidance. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer. Secondary Responsibilities: Spearhead manpower planning, recruitment and training processes for all employees to ensure high performing talent across levels. Develop and implement livelihood advancement and community development initiatives. Bring out the best of branch’s personnel by providing training, coaching, development and guidance. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer. Managerial & Leadership Responsibilities: Mentor and coach senior team members to percolate ethos of customer centricity, innovation, compliance and integrity. Create environment for team to focus on automation and digital enablement to fulfil customer’s needs holistically. Attract & retain best-in class talent to meet Bank's rapid growth targets. Key Success Metrics: CASA and TD growth targets, customer acquisition targets. Educational Qualifications: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate. Experience: 5 to 10 years of relevant experience in Rural Branch Banking or allied Business.

Hiring for Leading BANK Relationship Manager MUMBAI Interested please call MAHEK 022 40697707/ 9137263337 and drop CV at quotientconsultancy@gmail.com Handling existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. MIS generation MAHEK 022 40697707/ 9137263337

Leading Bank Hiring PERSONAL BANKER MUMBAI Interested please call MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com 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.

Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area Deliver exceptional customer service and maintain accurate records. Participate in training to stay updated Sales Support. Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license

Managing team of sales & achieve Business goals. To give proper knowledge about products/services. Build and Maintain relationship with existing customers. Sales retention & Revenue generation for new business. Handling pre & post sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Must have vehicle Share CV on below details Mail - Disha@theinfinityspace.com / 92270 58779 Regards, Sr HR Disha Perks and benefits On Roll with Kotak Life High Incentive + Growth

Good day !! Hiring for Coimbatore & Erode location - Branch banking vertical. Role: Exclusive/Premier Relationship manager. Job Description: To achieve monthly targets across KPIs, CA, SA, TD, Wealth products both on numbers and values. Grow liabilities book (CA, SA, TD) of mapped portfolio at client/family level through regular client meetings and update CRM meetings daily Ensure portfolio quality at client/family level by engaging with client to maintain required product/program balances Increase family banking penetration of mapped portfolio and improve customers to group ratio Increase income product holding and group income product holding of the mapped portfolio through cross-sell & up-sell Acquire new HNI customers for the bank, ensure smooth on-boarding and relationship growth through constant engagement Generate revenue for the bank by offering various products and services to customers Build strong customer referral model from mapped portfolio to add more NTB customer for the bank Comply with all regulatory requirements and bank policies. Effectively handle customer complaints, escalations if any Collaboratively work with all stakeholders to deliver the role expectations Responsible for 360-degree management of customer including best etiquette and maintaining the highest form of service quality To clear all certification requirements like AMFI/IRDA and other mandatory certifications Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc. above the benchmark for the portfolio To act as single point of contact for all the queries of customer, manage and maintain the relationship and run it towards increasing trend Establish and foster relationships with mapped customers and potential new customers Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategies. Interested candidates pls share your updated resume along with the below details to sasikala.p@janabank.com (Mention role applying for in the Subject line). Role Applied for : Current Location : Current/Previous Organisation name : Current CTC : Currently working : Y/ N Overall experience : Liability Experience : Y/ N Having Banking Experience : Y/N Qualification : DOB & Age : Interested in sales : Y/N Currently working : Y/N Regards, HR Team

Managing team of sales & achieve Business goals. To give proper knowledge about products/services. Build and Maintain relationship with existing customers. Sales retention & Revenue generation for new business. Handling pre & post sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Must have vehicle Share CV on below details Mail - Disha@theinfinityspace.com / 92270 58779 Regards, Sr HR Disha Perks and benefits On Roll with Kotak Life High Incentive + Growth

Develop & execute business plans that align with organizational goals and objectives. Manage & lead the team, providing guidance and support. Provide training & development for team members. Market research by identifying potential clients & trends. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Must have vehicle Share CV on below details Mail - Disha@theinfinityspace.com / 92270 58779 Regards, Sr HR Disha Perks and benefits On Roll with Kotak Life High Incentive + Growth