626 Liabilities Jobs - Page 23

Role Definition SM Sales : 4 yrs + Exp.(CASA / BFSI) 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"

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 increase the retail book of the bank Key Responsibilities 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 Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry #ComeAsYouAre We encourage Women, LGBTQIA+, and PwD candidates of all ages to apply!

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service Maintain periodic status reports, including daily activity report and calls/follow-ups made Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Portfolio management of customers between identified thresholds. Activation of inactive accounts Cross sell Liability, Assets and TPP Products. Upsell and up tier customers to higher variant of products and services Achieve monthly budgets. Service walks ins and existing customer in branch and outside of branch TDS, 15G, 15H handling in branch Get additional NTB customers to the bank Customer on-boarding Adherence to Banks and regulatory guidelines

Design, build and maintain complex ELT jobs that deliver business value Translate high-level business requirements into technical specs Ingest data from disparate sources into the data lake and data warehouse Cleanse and enrich data and apply adequate data quality controls Provide insight and direction to guide the future development of data platform Develop re-usable tools to help streamline the delivery of new projects Collaborate closely with other developers and provide mentorship Evaluate and recommend tools, technologies, processes and reference architectures Work in an Agile development environment, attending daily stand-up meetings and delivering incremental improvements Role & responsibilities Capital Markets, Investment Banking, Accounts Book of Record, Investment Book of Record Technical Key words : Informatica, batch/shell scripting, data warehousing , SQL, ETL, Python (basic to intermediate) Preferred candidate profile

Reports by :Branch Sales Manager, Branch Operations Manager & Executives Managing operations & overall functioning of the branch Responsible for meeting the branch business targets Dealing with internal/ external auditors , inspections & compliance Required Candidate profile Need same Experience as BM- Liabilities Branch Handle Branch Banking experience Min 8 years . Team Handle Min 4 years Age Below 42 Immediate joiner preferred

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

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 : 27-05-2025 Timing :10 am to 3 pm Positions: 1. Relationship Manager 2. Personal Banker 3. Premium Acquisition Manager 4. Business Development Officer 5. Relationship Officer-Current Account 6. Key Account Manager Equitas Small Finance Bank Ltd Interview Venue: 1st floor, situated at plot no.72, Road No.70, Journalist Colony - A, Jubilee Hills, Hyderabad - 500033

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.

Role & responsibilities Underwriting of Liability proposals for various products and clients. Business development: Customer interaction for deal closures, Techno- marketing, Product Presentations etc. Channel Management: interface between Brokers and Customers - training and development of various Liability products Coordination with other depts.: such as reinsurance, product specialists and accounts. Policy administration and documentation. Contribute in price review exercise at regular intervals through market benchmarking & identifying the areas for correction Liaison with all stakeholders (Sales, IT, Operations, Legal & Compliance) for all Underwriting matters. Ensure 100% compliance with all regulatory & product approval related aspects. Work with IT and Operations staff to ensure that business requirements are met and that customers are provided with a high level of service. Contact Interested candidates can share there updated cv at ankita@topgearconsulatnts.com

Job Purpose To originate NTB Liability relationships for the bank (operating accounts, term deposits and structured cash management sales including electronic banking sales) through new client acquisition. Key revenue drivers are Cash & FX. Key Accountabilities Drive Liabilities Sales through NTB (New To Bank) acquisition of Liability clients for operating accounts, term deposits and other transaction banking products in line with the targets set out which would be 2 accounts per month with an AQB of INR 2 cr per account. Driver Origination of clients in Cash rich segments of companies, especially MNCs and companies in the Ecommerce and Digital space, including start-ups. Leverage relationships with Intermediaries in Market, like Law Firms, CA/CS firms, Consultancy firms, to source deals in the M&A and PE/VC space, both annuity as well as Episodic in nature. Support Regional Sales Heads in implementing liabilities strategy and meeting revenue budgets from Origination. Support Regional Sales Heads in identifying and focusing on appropriate market segments. This includes analysis of key requirements for different identified market segments (through client discussions) and positioning DBS Bank offering to meet client requirements. To support commercialisation of various product rollouts which cater to the needs of the identified client segment. Job Duties & responsibilities Drive Liabilities Sales through NTB (New To Bank) acquisition of Liability clients for operating accounts, term deposits and other transaction banking products in line with the targets set out which would be 2 accounts per month with an AQB of INR 2 cr per account. Driver Origination of clients in Cash rich segments of companies, especially MNC’s and companies in the Ecommerce and Digital space, including start-ups. Leverage relationships with Intermediaries in Market, like Law Firms, CA/CS firms, Consultancy firms, to source deals in the M&A and PE/VC space, both annuity as well as Episodic in nature. Support Regional Sales Heads in implementing liabilities strategy and meeting revenue budgets from Origination. Support Regional Sales Heads in identifying and focusing on appropriate market segments. This includes analysis of key requirements for different identified market segments (through client discussions) and positioning DBS Bank offering to meet client requirements. To support commercialisation of various product rollouts which cater to the needs of the identified client segment. Required Experience Good understanding of the Sales process through preferably prior sales experience of 5-6 years Prior experience in Liabilities, Cash Management, New age payment and collections methods and transaction banking selling experience is desirable, along with experience in FX and Risk management solutions like Hedging. Market knowledge and experience in the Mid-market / SME segment, with reference to appropriate Target Market for the Liability Segment would be preferable Education / Preferred Qualifications Preferably Postgraduate. (desirable CA and/or MBA -Marketing Finance). Core Competencies Good understanding of the sales process. Ability to open conversations with CXO’s. Sound knowledge of Cash management, FX and Trade, which are the key revenue drivers. Good technical knowledge of transaction banking business. Abreast of regulatory environment especially for FDI, ODI, Funds, FPI, AIF’s etc Good team worker and ability to work with internal product partners like GTS, T&M. Good customer and relationship management skills. Good interpersonal and communications skills. Good problem solving, planning & organising skills. Planning, scheduling and monitoring deliverables, within a stipulated time frame using effective methods Technical Competencies Basic understanding of transaction banking products and associated technology platforms and operational procedures Understanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements are critical. Knowledge of financial markets and products to assist in meaningful dialogue with clients Work Relationship Acquisition of Commercial liabilities Business Managing of commercial Liabilities Portfolio DBS India - Culture & Behaviors Drive Performance Through Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation Enhance Knowledge Base, Build Skill Sets & Develop Competencies Invest in Team Building & Motivation through Ideation & Innovation Execute at Speed While Maintaining Error Free Operations Develop a Passion for Performance to Grow Talent Pool Maintain the Highest Standards of Honesty and Integrity

Role & responsibilities Preferred candidate profile

esponsible for driving sales and business growth within a specific branch. Their role involves acquiring new customers, selling a range of banking products (like CASA, deposits, loans, and investments), and ensuring customer satisfaction

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Pune Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Sourabh Sandeep/Chinmay Deshmukh Time : 10.30 am to 4.30 pm Date : 17th May' 2025 Location : Pune IndusInd Bank Limited, Regional Office, IndusInd Bank Limited : 3rd Flr, Suyog Platinum, Naylor Road, Next to Hotel Conrad, Pune 411 001 Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Please note since this is a sales profile, candidates with relevant experience and interest would only be entertained. Regards, Team HR IndusInd Bank

Hiring for Preferred Banking Manager (PRM) Job Description 1 . Experience in retail banking with existing clients / portfolio 2 . Maintaining the existing portfolio with HNI/HNW clients

Role & responsibilities -Team Leadership : Provide leadership, guidance, and direction to the branch team, ensuring alignment with organizational goals and objectives. Foster a culture of collaboration, performance excellence, and continuous improvement. - Performance Management : Set clear goals and KPIs for the liabilities branch, monitoring performance metrics, and implementing strategies to achieve targets related to deposit accounts, loans, and other liabilities products. - Customer Service Excellence : Uphold a high standard of customer service by ensuring prompt resolution of customer inquiries, maintaining customer satisfaction, and building strong relationships with clients. - Product Management : Oversee the development, promotion, and management of liabilities products, including deposit accounts, savings plans, loans, and other related financial services. Continuously evaluate and improve product offerings to meet customer needs and market trends. - Responsible for Building up the branch balance sheet and ensuring branch Profitability. - Responsible for Branch Audit Operations, Service and Compliance activities. - To Ensure Sales targets are met. Overall in charge of the branch related activities Required Experience. - Minimum of 5+ years as a Branch Managers in his previous employment with 8+ years of overall working experience Education/Preferred Qualifications : Graduate/Post Graduate

ERM-wealth,casa,investment,bancassurance PRM-trade,premium current account Required Candidate profile ERM-Household-M3- 7-8 lpa ERM-Household-M4- 9-10 lpa PRM-Household-M3- 8-9.5 lpa PRM-Household-M4- 10-12 LPA RO 811 | CA | SA-M1-3.20 LPA

We're Hiring: Relationship Manager (PRM/IRM) Kolkata One of the leading private sector banks is looking to onboard Relationship Managers (PRM/IRM) to manage and grow their High Net-Worth (HNW) customer portfolio in Kolkata . Role: Relationship Manager (PRM/IRM) Location: Kolkata Bank: One of Indias leading banks Key Responsibilities: 1. HNW Portfolio Management (Acquisition, Growth, Retention): Identify and onboard eligible customers from Classic/Preferred portfolio Drive portfolio enhancement through regular client engagement Deepen relationships and ensure retention of key accounts Maintain high standards of portfolio quality and hygiene Offer advisory solutions in coordination with PBG Achieve revenue targets (MTD/YTD) 2. Operations, Marketing & Compliance: Ensure error-free documentation and adherence to KYC/AML norms Maintain process hygiene as per 5S standards 3. Increase in Wallet Share: Cross-sell banking products to clients, their families, and associates Position the bank as a one-stop financial solution for clients 4. Product Penetration & Contribution: Drive IPGH (Income-generating Product Group Holding) Increase CTG (Customer to Group) level 5. Exceptional Customer Service: Provide prompt and quality support Proactively address complaints and ensure smooth handovers Promote digital channels and maintain timely customer communication Qualifications: Graduate (mandatory) Postgraduate (preferred) Certifications: AMFI (mandatory) IRDA (mandatory) NCFM (optional) Key Skills: Strong sales and influencing skills Excellent communication and interpersonal skills Deep knowledge of banking products & processes Understanding of NRI regulations Awareness of financial industry trends and competition Organizational and planning abilities Send your resume to [qcnaukri8@gmail.com] - Anshika Trivedi OR Can contact on given number. We look forward to hearing from you! Thanks & Regards, Anshika Trivedi Senior Executive : HR Recruitment Quotient ConsultancyTM Tel : +91-22-40697701 / 9136134801

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability.. Required Candidate profile Own all branch banking objective and overall branch supervision Ensure achievement of overal Branch Target by generating business and cross sale product knowledge based and CASA/Demat/Credit Cards

Ensure achievement of overall Branch Targets by generating business and cross-sales. Key Customer Relationship Management and amp; supervision of all High Net Worth customer programs. Ensure all components of the branch sales model function .

Promote and sell Savings & Current Accounts, Loans, and Insurance Assist customers with their financial requirements Achieve assigned sales targets and contribute to business growth Build and maintain strong client relationships Required Candidate profile Any graduate. 1-4 years of sales experience in banking or finance. Strong communication and relationship-building skills. Age required 21 to 32. Vikeeta(HR) - 7863846975

Hi We have an excellent Opening in Leading Bank - Hyderabad Position: 1. Sales officer CA 4.5 is the Max salary 2. Sales officer CASA – 4.5 is the Max salary 3. NRI Relationship officer - 4.8 is the Max salary Interview on 16th May (Friday) Direct Interview. Job Responsibilities: 1. NRI RO is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Ensuring branch meets its CASA, FD and Third Party Income Targets. 3. Have a strategy plan for achieving the Third-Party products like LI, GI. If interested, apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | Thanks & Regards, Selvi Sai

In this role, you’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts ...Branch Handling.

Openings:- 1. Bank Officer Branch Banking - Current & Savings Account 2. Relationship Officer 3. Relationship Manager Age Group: 18 Years to 38 Years Maximum.

Post : Business Development Manager (BDM) • 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 2 YRS of Any Sale / Banking / Finance / Insurance / NBFC / CASA • Age : 22 to 34 YRS Contact : 9712240981 HR Asha Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Openings:- 1. Bank Officer Branch Banking - Current & Savings Account 2. Relationship Officer 3. Relationship Manager Age Group: 18 Years to 38 Years Maximum.