626 Liabilities Jobs - Page 16

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

Role & responsibilities Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. •Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. •Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager. Provide high quality service to existing & new customers who walk-in to the Branch through Branch Operations Manager and team of Customer Service Officers. •Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home Loan, etc. sourced through the entire Branch team and network of Customer Service Points. •Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies. •Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action. •Manage productivity and overall morale of branch team members.

Walk In Drive Details Interview Date - 19th June- 2025 Interview Location - Ujjivan Small Finance Bank -Darjipara, Bolpur Santiniketan Road, Mission Compound, Near Boro Masjid, Bolpur, Birbhum, Darjipara, Bolpur - 731204 Interview Time - 10 am to 3 pm Contact Person- Mr. SUDIPTA SARKAR (Branch Manager) Job Location: Bolpur (West Bengal) 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.

Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards. Job Purpose To acquire New-to-bank (NTB) customers to scale our liabilities portfolio Key Accountabilities Actively source for prospects via cold calling, personal network, and partners/channels network. Drive Liabilities Sales through NTB acquisition of Liabilities clients for operating accounts, term deposits and other transaction banking products in line with the targets set out. Keep yourself updated on various offerings available in the network Organize marketing activities to get sources of lead generation and new business Job Duties & responsibilities Be an avid advocate of DBS Banking and be very well versed in our positioning, competitive advantage and be able to recommend the right solutions based on customers’ needs. Ensure timely updates are given in various forms. Required Experience Good understanding of the sales process through preferably prior sales experience of 2- 3 years Prior Liabilities, Cash Management, Trade and Foreign Exchange selling experience is desirable. Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable. Education / Preferred Qualifications A graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking /NBFC financial products.

Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 13-06-2025 Timing :10 am to 3 pm Positions: Business Development Officer Equitas Small Finance Bank Ltd Interview Venue: MG PLAAZA,4/A,VENGALRAO NAGAR,SR NAGAR,HYDERABAD-500038

Dear Candidate, Greetings of the day!!! We are hiring for Sales Officer - CASA for Yes Bank Job description Role & responsibilities:- Sales Officer Current & Savings Accounts (Assistant Manager / Deputy Manager) To introduce & acquire new CA / SA customer in the identified segment and reference generation from the specified catchment. To meet & exceed the defined targets of new customer acquisition value month on month by analyzing transaction banking needs of the customers. To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators. To ensure quality sourcing in line with the Banks policy &adhere to sales process and KYC norms of the Bank. Interested candidate are invited to attend the interview. Below are the details mentioned Date- 13th June 2025 (Friday) at from 10:00 am to 2:00 PM SPOC- Chery Pareta Venue - Yes Bank Ltd. Plot O19A, Ashok Marg, Near Ahinsa Circle, C scheme Jaipur Attire: Business Formals (Tie is compulsory for male candidates)

Pan India & Kolkata Delhi Hyderabad Bangalore Chennai Mumbai Ahmedabad Jaipur Pune Kochi New Saving/Current A/c Client Acquisition & generate Banking business by all banking products Saving A/c Sales - 3L to 4.60L Current A/c Sales -3.5L to 5.25L Required Candidate profile Graduate & Age 30 max Must Excellent In English (Written + Spoken) Must Banking Experience CASA Preferred BFSI Candidates applicable

Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities, Responsible for implementing sales and marketing activities within a branch to grow the Liabilities business and achievement of sales targets.

1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.

1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.

Responsible for managing complete life cycle of New Products, maintenance of existing products and continuous process improvements Manage Relationships and Acquire New Clients from the Segment leading to acquisition of Accounts (NOA)

Candidates are welcome from Banking, pharmaceuticals, FMCG, fintech, financial services, and other sales-driven industries. Openings: - Sales role:- 1) Current Account Specialist/Savings Account Specialist. 2) Relationship Manager Acquisition. 3) Relationship Officer-Acquisition. 4) Branch Manager Branch Banking(Kolkata). 5) Relationship Officer Business Accounts 6) Branch Relationship Manager Branch Banking(Team Handling role). 7) Relationship Leader Business Accounts-Min 6 Years of experience into Sales(Team Handling role). Age Group: 18 Years to 38 Years Maximum.

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customerthrough tie-up Banks. Required Candidate profile *For senior designation need Insurance experience Criteria : • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years For better reach you can share your CV @ Karan | 7861004785

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

Walk In Drive Details Interview Date - 17th June- 2025 Interview Location - Ujjivan Small Finance Bank -Bahir Gram, Ward No. 8, Bahir Gram, Panskura, Purba Medinipur, Bahir Gram, PANSKURA - 721152 Interview Time - 10 am to 3 pm Contact Person- Mr. Sandip Kumar Banerjee (Area Head-Branch Banking) Job Location: Panskura, Tamluk & Chaitanyapur (West Bengal) 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.

Walk In Drive Details Interview Date - 16th June- 2025 Interview Location - Ujjivan Small Finance Bank -South Shibpur, No. 395/2 AB Palace G T Road, South Shibpur, Opp- Kids Lovedale School, South Shibpur, Howrah - 711103 Interview Time - 10 am to 3 pm Contact Person- Mr. Sandip Kumar Banerjee (Area Head-Branch Banking) Job Location: Shibpur & Domjur (West Bengal) 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.

Walk In Drive Details Interview Date - 16th June- 2025 Interview Location - Ujjivan Small Finance Bank -Baidyabati, B26[187/3A], Kunja Villa, Ground & 1st Floor, GT Road, Kajipara, PO-Baidyabati, PS-Sreerampur, Baidyabati, Hooghly - 712222 Interview Time - 10 am to 3 pm Contact Person- Mr. Malay Kumar Laha (Area Head-Branch Banking) Job Location: Chakdaha + Bandel + Dhaniakhali (West Bengal) 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.

Walk In Drive Details Interview Date - 17th June- 2025 Interview Location - Ujjivan Small Finance Bank -Elgin Road, No. 13, Ground Floor, Lala Lajpat Rai Sarani, Bhowanipore, Near PC Chandra Jewellers, Elgin Road, Kolkata - 700020 Interview Time - 10 am to 3 pm Contact Person- Mr. ARIJIT DASGUPTA & Mr. SUDIP DEY (Area Head-Branch Banking) Job Location: Across Kolkata (West Bengal) 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.

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

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

JD Plan the audits allotted in an optimum way, analyse the pre audit reports, conduct audits of Retail branch (Liability & asset branches) assigned on a periodic basis within TAT. Maintain a comprehensive record of all audit work/back papers containing evidence, findings and follow-ups made. Communicate audit findings in error-free audit reports through the designated audit tool within the prescribed timeframe. Immediate bringing the serious issues to the notice of controllers/raising red flags, identifying control/process gaps, violation to the policy/regulatory guidelines, Follow up with auditees to obtain satisfactory responses to the audit findings with root cause, corrective and preventive action and ensuring applicable evidences are uploaded in the audit tool along with any other actionable items within TAT, in a timely manner. Foster cordial interpersonal relationships with cross-functional verticals/departments and effectively communicate to enhance effectiveness and efficiency. Qualifications & Experience: Education: Bachelors/Masters degree in any related discipline. Preferred Certifications: Audit/compliance related certification or any equivalent certification in auditing. Experience: 5-10+ years of experience in branch banking risk assessment, or compliance, including a minimum of 5 years of experience in retail branch audits(Liability and assets). Knowledge & Skills: Strong knowledge Branch operations(both liabilities & assets) Good understanding of RBI regulations and other regulatory bodies. Strong working knowledge in MS Office is mandatory and Power BI preferred. Strong analytical and problem-solving skills, attention to detail and ability to identify gaps, operational risks. Good communication and report-writing skills. Knowledge of local language and English is required Ability to work independently and collaborate with auditees Willing to undertake frequent travel Mandatory: Candidate who have experience in Banking and NBFC company only should apply.

Role & responsibilities Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager. Provide high quality service to existing & new customers who walk-in to the Branch through Branch Operations Manager and team of Customer Service Officers. Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home Loan, etc. sourced through the entire Branch team and network of Customer Service Points. Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies. Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action. Manage productivity and overall morale of branch team members. Liaising with CPCL, marketing team and other verticals for timely account opening, service enhancements and sales initiatives.

To acquire high-end Current and Savings Accounts (CASA) through open market sourcing and drive cross-selling of other banking products and services, ensuring customer activation, retention, and a seamless transition to branch banking. Key Responsibilities Responsibility: 1: Acquire high-value Current Accounts through open market leads and achieve monthly CASA targets. Ensure strict adherence to bank policies, including KYC and AML compliance. 2: Ensure seamless onboarding and handover of new customers to the branch banking team for long-term engagement. 3: Drive early activation of accounts (within M1 and Q1): ensure customers maintain Average Quarterly Balance (AQB), initiate transactions, achieve 75% internet banking penetration, and 50% DSB (Digital Savings Bank) penetration. 4: Conduct lead generation activities in the catchment area through direct sourcing, networking, and promotional events.5Identify and generate leads for cross-selling; coordinate with Branch Manager and product teams (RBL, Trade, FX, CMS/DSB, etc.) to deliver comprehensive banking solutions. Qualifications & Experience Education : Minimum: Graduate Preferred: MBA with IRDA certification Experience : 1- 5 years of experience in acquiring New-to-Bank Current Accounts, preferably in the SME segment In-depth knowledge of commercial catchments and local business ecosystems Fluency in the local language is essential Competency Requirements Technical Skills Computer Proficiency : Strong knowledge of MS Excel Banking Knowledge : Basic understanding of Business Banking products including Trade, Forex, and CMS is desirable Behavioral Skills Communication : Strong verbal and written communication skills; fluency in English Sales Acumen : Target-driven with a proven track record in customer acquisition and relationship building Teamwork & Coordination : Ability to collaborate with internal teams to deliver value-added services to clients

1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.

1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.