626 Liabilities Jobs - Page 21

Post : Sales Executive • 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 Must Fresher Can Apply Good Communication skills WhatsApp your resume on Mob : 74909 71634 HR Mahek Perks and benefits Incentive + PF + Mobile with Several

Role & responsibilities Monitor End-to-end process and taking a lead on attracting sourcing, assessing, hiring and on-boarding the best talent. Sourcing potential candidates through online company career portals, recruitment sites, job boards, social platforms as well as print media posters, when required Planning and execution of Fresher and Experienced recruitment Coordination with different departments for necessary support and alignment of HR functions Preferred candidate profile Experience in sales hiring and liabilities general banking hiring Comfortable with travelling Experience in BFSI will be an added advantage

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.).

Designation: Branch Relationship Manager Office Location: Jaipur Position description: Team Handling Role Job Purpose Qualification Graduate, Preferably Post Graduate Relevant Experience 6-7 years of Banking experience Functional Competencies Selling skills, Negotiation Skills, Team Handling Behavioural Competencies Job Responsibilities Financial Responsibilities Devise action plan for the Branch and ensure that Liabilities business -(Book size of CASA, yield, fee based income and Business quality) targets for the Branch is met. Setting liabilities acquisition targets for the team. Responsible for visiting critical clients along with Team Leaders and FOS as well as meeting with industry associations to help in building affiliations. Sales Conduct market surveys and visualize products or its variants directed to meet the needs of the population of functional Area Build a robust liabilities base for the branch in terms of numbers and volumes Build the Channel: Sales Strategy for maximizing CASA sales and penetration Conceptualize and execute periodic sales campaigns and product promotions including participation in rural melas and district programmes Mapping the market demands to available suite of products and ensuring sales Cross sell Trade Finance/Insurance products to increase fee-based income through SME business Non Financial Responsibilities Operation Responsible for ensuring a superior customer experience while on boarding accounts at the branch as well as smooth and efficient transactions for all customers. People Management Responsibilities also include motivating as well as maintaining productivity of FOS team. Also responsible for the effective hiring, training and retention of Team Leaders and FOS. Placement of Team leader(s) through appropriate arrangement in consultation with BM Train the team members at periodic intervals in New products, features and competition Ensure team strengths are maintained at approved levels and Manage attritions through motivation and job satisfaction Ensure high levels of business productivity amongst team members Compliance & Risk Responsibilities Maintain Co-ordination between Branch Manager and Banks other departments Effective follow up and taking regular reviews of team members to ensure meeting of business goals Maintain highest standards of post sales contacts and service to key customers Ensure ethical practices in acquisition and servicing Provide product improvement feedback to Branch Manager/Product Manager Key Responsibility Responsible for planning and implementing sales and marketing activities within a branch or location in order to grow the Retail Liabilities business. Is responsible for expansion of business relationships and increase business from the existing relationships and Deepening the customer relationships Supporting team members in achieving high calling and conversion rates. Originate, Coordinate and Support sales campaigns & promotions of products

Designation: Relationship Manager Royale Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relationships for both liability and retail asset products. 6. Inform clients about new products and enhancements to deepen and broaden banking relationships. 7. Ensure portfolio profitability by cross-selling and up-selling across the Banks product suite. 8. Manage segment-wise customer migration to enhance profitability and optimize service delivery. Additional Responsibilities: 1. Deliver a superior service experience that exceeds the expectations of AU clients. 2. Proactively identify potential problem accounts and implement risk-mitigating strategies. 3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies. 4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs. 5. Accurately and consistently record all sales and client engagement activities in the CRM system. 6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management. 7. Foster long-term client relationships through trust, transparency, and proactive engagement. Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting Required abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler

Designation: Bank Officer Branch Banking Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins. 2. Drive cross-selling of banking products and services to existing and new customers. 3. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. 4. Achieve monthly and quarterly sales targets as defined in the performance scorecard. 5. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: 1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility. 2. Drive liability acquisition by building and maintaining strong customer relationships. 3. Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking. 4. Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers. 5. Support overall branch performance by contributing to both customer service and compliance standards. 6. Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues. 7. Ensure adherence to internal processes, audit requirements, and regulatory guidelines. Educational qualifications preferred Bachelor of Applied Science - BASc, Bachelor of Architecture - BArch, Bachelor of Arts - BA, Bachelor of Business Administration - BBA, Bachelor of Commerce - BCom, Bachelor of Education - BEd, Bachelor of Engineering - BE, Bachelor of Fine Arts - BFA, Bachelor of Laws - LLB with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5 - 3 years Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Acquisition Targets, Average Ticket Size, Boarding Rate, Lead Conversion Rate, Cross-Sell Ratio, Customer Retention Rate, Referral Generation, Campaign Effectiveness, Onboarding Satisfaction Rate, Account Opening Turnaround Time. Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting Required abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler

Job Responsibilities: Administer and ensure compliance to all sales practices in branch Maintain the productivity of the sales officers (SOs) Meet the business targets Identify sales opportunities Direct operational activities on a day-to-day basis Generate leads for new business and customers Prepare and analyze profit and loss statement for branch Deliverables: Provide training to the sales officer (SOs) Source accounts of small businesses and as well as households Achieve sales targets Guide sales officers and introduce clients to them Maintain stability in smooth-functioning of the activities in branch Maintain knowledge on all bank products and services and assist to resolve customer queries Skills and Competencies: Product and process knowledge Able to motivate a team Communication and management skills Analytical skills Result Oriented Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Role & responsibilities Maintains the Profit and Loss statement and Balance Sheet for the branch. • Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank. • Sustained revenue generation for the branch through cross sell of TPP, RA and BB products • Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service • Ensures Efficient complaint management within specified TATs • Drives high service scores • Conducts customer engagement programs and marketing events • Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening Systems, Controls and Processes • Ensures Upkeep of the Branch and ATM and raises issues if required • Liaises with respective teams for effective and efficient Fraud Management within the cluster • Ensures branch compliance with Banks policies and processes • Ensures timely submission of MIS reports • Ensures safety and security of Bank and customer's assets • Ensures Audit related deliverables both internal and external are met as per the prescribed norms • Ensures Role clarity to employees in the branch and manage attrition Performance Management • Tracks and monitors daily productivity and book movement of the branch • Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required Interested Candidates can directly share their resume with me on my email ID shalini.gupta@v-konnect.com

Urgent Hiring! Area Manager Leading Bank | Bangalore Designation: Area Manager Location: Bangalore Only Local candidates or who worked in Bangalore before can apply. JD as below: Area Manager - Branch Banking Job Role Achieving the Business Objectives for the Area and meet the value, volume and channel productivity metrics Generation of revenues through sales of CASA, Assets, TFX and Third Party Products like Insurance, General Insurance etc. through branch channel Leading Branch Managers, Operation Team and Mentoring of Sales Teams Enhancement of Deposit pool from customers • Regulatory Compliance • Manpower Planning • RM & RO channel productivity improvement • Driving Service Quality parameters across span • Manage productivity morale of branch personnel • Establishing standards and delivery of customer service Job Requirements Excellent understanding of the CASA & Cross sell product - with respect all financial requirement. Good presentation skills • Strong Acumen and focus on Service • Should be focussed on Service; Relationship Management and Investments. Good Communication oral and written Skills. • To Adhere KYC/Quality and Audit laid down norms as per company policy. Post Graduation, 10/12 years of experience in team handling, preferably in relationship management. • Experience in book management & Understanding business MIS How to Apply: Email: Send your CV to selvi.sai@upgrad.com WhatsApp: Share your CV at 9361184170 Call: Reach out at 9361184170 Join a dynamic banking environment and take your career to the next level! Best Regards, Selvi Sai Chief Recruitment Specialist Leadership & Mid/Senior Level Hiring +91-9361184170 | selvi.sai@upgrad.com UpGrad Follow us: Facebook | Twitter | LinkedIn | YouTube

Role & responsibilities Oversee and manage the branch's liabilities portfolio Develop and implement strategies to grow the branch's deposit base Ensure branch operations comply with regulatory and internal policies Lead, train, and motivate branch staff to achieve performance goals Cultivate strong relationships with clients to enhance customer satisfaction Monitor and analyze financial reports to track branch performance Implement business development initiatives to attract new customers Handle escalated customer issues and provide resolutions

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

Role & responsibilities Sales Manager - CASA The Sales Manager - CASA will lead efforts to drive sales of Current and Savings Accounts (CASA) for the bank. The role includes setting sales targets, developing strategies to acquire new clients, and managing the CASA sales team. The Sales Manager will also be responsible for maintaining high levels of customer satisfaction and ensuring that the branch meets its CASA growth targets. Strong sales and leadership skills are crucial for success in this role. Preferred candidate profile Should have experience in CASA team handling. Drop resume on below mail id or number. people2qc@gmail.com 8369381077

GROUP HEAD DEPOSITS Roles and Responsibilities: • Thorough knowledge of bank operational functions, systems, procedures, various products and/or services. • Strong knowledge of risks associated with banking operations and payment systems as well as industry best practices. • General knowledge of various bank credit products, programs, and related documentation, as applicable. • Experienced in review and implementation of banking applications, along with knowledge in support of system/bank conversions. • In-depth understanding and practical application of applicable Federal and State laws and regulations. • Knowledge with Audit standards and Payment systems requirements. • Excellent leadership skills are a must. • Strong organizational, managerial and project management skills. • Excellent interpersonal and verbal and written communication skills. • Able to effectively interact with all Bank departments and levels of management and employees. • Must be innovative and committed to making change, along with providing strategic context/framework for Operations (and any related Bank departments) and able to influence and lead others in implementing those changes. • Must have experience and desire to identify best practices, create/improved procedures, policies and practices for the betterment of the Society. • Must have experience, and a proven ability, to identify and implement automation through technology, that results in efficiencies and/or measurable cost savings.

We are hiring for CASA sales officer for one of leading Pvt Bank in Odisha. Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

A team handling profile in retail liability specifying on CASA product, Branch Sales and Branch Banking, For more details-8530014622

Key Responsibilities: Strategic Planning and Execution: Develop and execute strategic plans to drive branch performance and growth. Sales Management: Monitor and improve sales productivity, organize sales campaigns, and manage sales activities. Team Leadership and Management: Lead, motivate, and manage the branch team, including hiring, training, and performance management. Operational Excellence: Ensure smooth and efficient branch operations, including managing budgets, ensuring compliance, and managing risks. Customer Service: Deliver exceptional customer service and ensure customer satisfaction. Financial Performance: Achieve financial targets and growth for the branch. Business Development: Identify new business opportunities and develop strategies to acquire new customers. Compliance: Ensure compliance with all bank policies and regulations

Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. - Ability to work in a fast-paced environment and meet sales targets

ROle Definition / Expectation: CASA Sales Executive : 1-2 yrs Experience SM Sales : 4 yrs + Exp.(CASA / BFSI) Note: Mention Monika Sharma HR on Top of your CV About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increasing the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

Must have experience in casa, liabilities and team handling.

Role & responsibilities Business Development Manager (Sales Executive) -Acquiring CASA (NTB Accounts) and LI would be the main responsibility. -Open Market sales Preferred candidate profile -Candidate should have more than 1 year of experience in either Banking or Insurance or Finance companies. -Candidate should hold a Graduation Perks and benefits Competitive Hike from your Current CTC as per Market Standards + Monthly Petrol Allowances + Incentives Please share your CV to the mentioned WhatsApp number if interested- 8825449454

Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading private sector bank. Key Responsibilities: Acquire and grow High Net Worth customer relationships (liability and commercial asset focused). Source new clients through personal efforts and acquisition channels. Ensure superior customer service and adherence to bank policies. Cross-sell bank products to mapped branch customers. Promote new products and enhancements to deepen client relationships. Organize sales initiatives and client engagement events. Coordinate with group companies for cross-product offerings. Maintain updated customer relationship records. Resolve customer issues promptly to ensure satisfaction. Desired Candidate Profile: Strong relationship management skills with HNI clients. Sound knowledge of Trade, Forex, CA, CC, OD, TL, Export Finance. Familiarity with Mutual Funds and Insurance is a plus. Graduate with 68 years / Postgraduate with 46 years of experience. Customer-focused, high-energy, and goal-oriented. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Urgent Openings in Private Banking Across Tamil Nadu! Private Bank Jobs | Immediate Joiners Preferred | Multiple Locations Across TN Eligibility: Graduates & Postgraduates (All Streams Welcome) Both Freshers and Experienced Candidates Can Apply Available Job Roles: Assistant Manager Deputy Manager Relationship Manager Personal Banker Branch Relationship Executive Bank Officer Business Development Executive Senior Executive Sales Officer (SO) Premium Acquisition Manager and many more exciting positions! Salary Package: 18,000 45,000 per month Attractive Incentives Based on Performance Job Locations: Chennai | Coimbatore | Madurai | Trichy | Salem | Erode | Tirunelveli | Namakkal | Cuddalore | Villupuram | Pondicherry & Other Major Cities Across Tamil Nadu How to Apply: Send your updated resume via WhatsApp to 6385776341 Subject Line: Private Banking NAUKRI For Enquiries: Call/WhatsApp: Haridharani HR 6385776341 / 6385830403 Contact Hours: 9:30 AM 5:30 PM (Monday to Saturday) "Step into Success Secure a High-Growth Career in Private Banking Today!" Limited Openings Apply Early to Secure Your Spot!

Looking for Bank Officer/ Relationship Officer Location: Meerut Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry. Achieving overall numbers and value targets as per scorecard.

Job Title Relationship Manager Location: Bangalore, M.G. Road Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and large promoter families of the country. You should have ample experience in the Wealth Management space or should have strong connects and relationships with the relevant client pool. You will be working with a highly motivated and productive team which has been a trendsetter in the MNC Wealth Management space. Wealth Management is responsible for the sales, advisory and management of the wealth management client portfolio. Work includes: Providing financial advice and implementing financial planning recommendations for high net-worth clients Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment Buying and selling stock on behalf of the client Managing investments Building client relationships and actively engaging in client acquisition Addressing client needs through effective application of bank products Referring clients to other areas of the bank to expand their banking relationship Assuring service quality and client satisfaction Complying with all bank policies and procedures Maintaining current knowledge of all banking products What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Understanding the DB platform capabilities and mapping these with requirements of key large potential/prospects. Prospecting to and On boarding your key client relationships to the DB WM platform Imbibe the DB values and culture and demonstrate these both in spirit and letter. Ensure all regulatory and internal trainings/disclosures and KYC requirements are done timely Share best practices from competition firms and help in strengthening DB product and services platform Your skills and experience You should ideally have work experience of 15-20 years in the Wealth Management space. We are open to looking at potential candidates from the corporate/investment banking, who can leverage their expertise and bring in WM opportunities prevalent in these two areas. You should have actively managed about 20-30 relevant clients. The managed AUM should be in the range of INR 800-1500 crores yielding revenues of 8-15 crores. We are also open to senior team leads coming in with team size of 2-3 people. The team delivery should be about 15 crores of revenue. How we’ll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm l

Leading Bank hiring casa sales officer. Salary upto 5 Lacs Candidate should be graduate and from casa background only Location - Coimbatore, Madurai, Erode Interested candidates can call at 9997359418/8795033333 or mail resumes at sjain5444@gmail.com