1013 Liabilities Jobs - Page 23

Focus on running all business channels through the Distributors, Independent Financial Advisors (IFAs), Banking Partners and direct customer’s segment. Handling Branch and leading the team.

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. Addi...

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 relat...

Responsible for acquiring and managing affluent 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.

Role & responsibilities Manage and oversee daily branch operations to ensure efficient service delivery. Develop and implement strategies to enhance customer satisfaction and loyalty. Lead, motivate, and train a team of sales professionals to achieve business objectives. Build and maintain strong relationships with customers, colleagues, and stakeholders. Monitor and control expenses to ensure cost-effectiveness and profitability. Foster a culture of excellence and continuous improvement within the team. Preferred candidate profile Proven experience in retail banking or a related field. Strong leadership and management skills with the ability to motivate teams. Excellent communication and in...

JOB ROLE: Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M...

CASA, sales

Role & responsibilities Acquiring New Clients: Focus on acquiring new-to-bank customers, especially HNIs, through individual efforts. Selling TPP and Generating Revenue: Cross-sell third-party products and drive revenue generation. Building CASA Book Size: Contribute to the growth of the bank's CASA book size. Customer Engagement: Build and maintain strong relationships with clients, understanding their needs and offering suitable products. Achieving Sales Targets: Meet monthly and annual sales targets set by the bank. Relationship Management: Develop and maintain strong relationships with clients, ensuring long-term success. Market Analysis: Monitor market trends and competitor activities t...

About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integ...

Role & responsibilities 1. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics 2. Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel 3. Responsible for leading a large Sales Channel comprising of Team Leaders and Sales Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams 4. Mobilize Business for Current Accounts and Savings account 5. Drive Numbers and Value 6. Recruit and train the team members on regular basis 7. Organize var...

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Sales Activities Conduct open market and field sales Acquire Saving/Current accounts through various activities Engage in cold calling and follow-up with references Work on geographical areas to meet sales targets Customer Relationship Management Build and maintain relationships with existing customers Cross-sell financial products to existing customers Understand customer needs and provide suitable solutions Track and resolve customer queries and complaints Target Achievement Achieve sales targets for accounts and cross-selling Monitor and report on sales performance Implement strategies to enhance customer value Coordinate with internal teams to facilitate product awareness

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Role & responsibilities Provide financial solutions to the customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics and assets in the bank. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by cross selling the Bank\\\'s products and services/ third party investment products. Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads. Achieve targets as assigned by the organization on a monthly basis. Record and track all engagement activities through the CRM sy...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify opportunities for cross-selling of banking products such as Liabilities, Casa, Current Account, Saving Account, etc. Develop and maintain strong portfolio management skills to maximize revenue growth. Provide exceptional customer service to ensure client satisfaction and retention. Collaborate with internal teams to resolve complex issues related to HNI client handling.

Role & responsibilities - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - 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 cust...

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...

This is regarding opening with a leading Pvt Bank as a Relationship Manager MNC clients Designation: Relationship Manager MNC clients Experience: 4+ years of work experience in new client acquisition and deepening of existing portfolio of clients in MNC client handling Location: Ahmedabad and Baroda NOTE: Ready to relocate candidates are preferred , if they are having MNC relationship management experience Job Role: RM is in charge of expanding the current clientele and acquiring new ones. Purchasing NTB (Assets & Liabilities) is one of the main deliverables. Produce revenue through fees for goods such as CMS and FX. • Pay attention to trade goods, such as pre- and post-shipment. • Optimizin...

Role & responsibilities Ensure quality new acquisition on Current Accounts for Resident/Non Resident accounts through Referrals from cold calls in the catchment area. Penetration of FD to existing and new customers. Ensure quality customer service is delivered. Meet productivity norms defined through support of channels and own effort Lead generation of customers and closure by tele calling, e-mailing and direct mailing, and tapping walk-ins wherever possible. Generating leads for other products and passing the same to the branch for follow up.

Role & responsibilities Ensure quality new acquisition on Current Accounts for Resident/Non Resident accounts through Referrals from cold calls in the catchment area. Penetration of FD to existing and new customers. Ensure quality customer service is delivered. Meet productivity norms defined through support of channels and own efforts. Lead generation of customers and closure by tele calling, e-mailing and direct mailing, and tapping walk-ins wherever possible. Generating leads for other products and passing the same to the branch for follow up.

Role & responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Preferred candidate profile BFSI/Banking Experience : Candidates must have 2-6 years of exper...

Job Title: PB (Personal Banker) Classic Role & responsibilities 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. Sales Managing Classic Portfolio Achievement of income plans and other benchmarks Customer Services Opera...

Urgent Hiring for Private Banking Roles Across Tamil Nadu! Immediate Joiners Preferred | Freshers & Experienced | Multiple Bank Openings Eligibility: Any Graduate / Postgraduate (All Streams Eligible) Freshers and Experienced Candidates Can Apply Hiring for Multiple Designations: Assistant Manager Deputy Manager Relationship Manager Personal Banker Branch Relationship Executive (BRE) Bank Officer Business Development Executive (BDE) Sales Officer (SO) Senior Executive Premium Acquisition Manager And many more exciting roles in leading private sector banks! Salary & Benefits: Monthly Salary: 18,000 to 45,000 Performance-Based Monthly Incentives Fast Track Promotions & Career Growth On-the-Job...

• Lead will be provided • Need to seat a bank handle walking customer • Generate business through the Lead • Close the leads provided by the Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 41 years