626 Liabilities Jobs - Page 9

Role & responsibilities Managing and growing a portfolio of HNI clients. Identifying and acquiring new HNI clients. Providing financial advice and solutions tailored to HNI clients' needs. Cross-selling and upselling bank products and services. Monitoring client portfolios and investment performance. Ensuring client satisfaction and resolving any issues or concerns. Recording all sales activities accurately and adhering to compliance guidelines. Developing and implementing strategies to deepen client relationships and increase profitability

About the Role: The Branch Head (BH) is responsible for coordinating and overseeing all branch operations and implementing strategies to increase productivity and performance levels in order to achieve the branchs financial targets. They are responsible for ensuring the smooth functioning of the branch and its compliance with the rules and regulations. They should maintain good relations with the key account holders of the Bank to ensure deepening of accounts and thus generating revenue. Key Responsibilities Ensure efficient daily operation of a branch, including lending, product sales and customer service in accordance with the banks objectives Prepare the plan for the growth of branch business in consultation with the Cluster Head Implement the plan through the Branch team so as to achieve the top line goals Establish and strengthen relations with key customers (e.g. top 10%) to generate sustained business. Review daily/ periodic reports (e.g. overdrawn accounts, temporary overdrafts, cash retention limit, office accounts, etc.) and take proactive action to ensure profitable and ethical business. Ensure audit related deliverables, both internal and external are met as per the prescribed norms Ensure compliance with due processes and guidelines Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, sales processes and various policies of the bank Resolve, report any disruptions (e.g. strike or local disturbance) and take appropriate action to ensure that the branch operations are run smoothly. Liaison with the cluster office and other branch offices to ensure the smooth management of operations and the achievement of overall business goals. Ensure proper upkeep of branch premises and assets including safety and security Qualifications: Optimal qualification for success on the job is: Graduate/ MBA (Marketing) preferred from a recognized institute NCFM and AMFI Certifications 10-15 years of experience in the BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

Roles and Responsibilities Manage branch sales performance, including cross-selling and upselling of products such as Current Account, Saving Account, Retail Liabilities, and Liability Products. Develop and implement effective strategies to increase customer acquisition and retention. Ensure compliance with regulatory requirements and internal policies. Analyze market trends and competitor activity to identify opportunities for growth. Desired Candidate Profile 5-10 years of experience in Retail Branch Banking or related field. Strong understanding of current account, saving account, retail liabilities, and liability products. Excellent leadership skills with ability to manage teams effectively. Proven track record of achieving sales targets through cross-selling and upselling techniques.

Opportunity for Select Relationship Manager with leading BANK !!! Job Location - Navi Mumbai Ctc : KAM- upto 6.5L and Select RM- Upto 10.50L Key Responsibilities • To acquire new clients through leads and family accounts grouping • To grow the liability base (CASAFD) 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 Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

Role & responsibilities • Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationship with through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold service standards. • Ensure internal and regulatory compliance through strict adherence to sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile

• Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationship with through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold service standards. • Ensure internal and regulatory compliance through strict adherence to sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

About the Role: The Branch Head (BH) is responsible for coordinating and overseeing all branch operations and implementing strategies to increase productivity and performance levels in order to achieve the branchs financial targets. They are responsible for ensuring the smooth functioning of the branch and its compliance with the rules and regulations. They should maintain good relations with the key account holders of the Bank to ensure deepening of accounts and thus generating revenue. Key Responsibilities Ensure efficient daily operation of a branch, including lending, product sales and customer service in accordance with the banks objectives Prepare the plan for the growth of branch business in consultation with the Cluster Head Implement the plan through the Branch team so as to achieve the top line goals Establish and strengthen relations with key customers (e.g. top 10%) to generate sustained business. Review daily/ periodic reports (e.g. overdrawn accounts, temporary overdrafts, cash retention limit, office accounts, etc.) and take proactive action to ensure profitable and ethical business. Ensure audit related deliverables, both internal and external are met as per the prescribed norms Ensure compliance with due processes and guidelines Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, sales processes and various policies of the bank Resolve, report any disruptions (e.g. strike or local disturbance) and take appropriate action to ensure that the branch operations are run smoothly. Liaison with the cluster office and other branch offices to ensure the smooth management of operations and the achievement of overall business goals. Ensure proper upkeep of branch premises and assets including safety and security Qualifications: Optimal qualification for success on the job is: Graduate/ MBA (Marketing) preferred from a recognized institute NCFM and AMFI Certifications 10-15 years of experience in the BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

Freshers & experience Interested candidates Contact: 7207997185

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 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.

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). 8) Money Officer(Teller)- Min 1 year experience as a Teller Age Group: 18 Years to 37 Years Maximum.

- Branch Sales Channel / Life Insurance - Existing customer base will be provided - Need to get business from existing customer base / also generate leads from them - Provide services & build good relationship with customer - Target achievement Required Candidate profile - 6 months experience in Life Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

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 integral to addressing climate change. With a total capacity of more than 13.4 GW (including projects in pipeline), ReNew’s solar and wind energy projects are spread across 150+ sites, with a presence spanning 18 states in India, contributing to 1.9 % of India’s power capacity. Consequently, this has helped to avoid 0.5% of India’s total carbon emissions and 1.1% India’s total power sector emissions. In the over 10 years of its operation, ReNew has generated almost 1.3 lakh jobs, directly and indirectly. ReNew has achieved market leadership in the Indian renewable energy industry against the backdrop of the Government of India’s policies to promote growth of this sector. ReNew’s current group of stockholders contains several marquee investors including CPP Investments, Abu Dhabi Investment Authority, Goldman Sachs, GEF SACEF and JERA. Its mission is to play a pivotal role in meeting India’s growing energy needs in an efficient, sustainable, and socially responsible manner. ReNew stands committed to providing clean, safe, affordable, and sustainable energy for all and has been at the forefront of leading climate action in India. Job Description Position: Deputy Manager - Solar Asset Management Qualifications: B.E / B.Tech Electrical Engineering Experience: 8 to 15 years of experience Location - Maharashtra Key Responsibilities: • Site Administrations • Benchmarking and Analysis of performance parameters • Project Handover and takeover • Managing plant financial issues • Preventive Maintenance • Coordination with engineering, contracts, accounts, environment etc. • Liasioning with local communities, Contactors, Suppliers. • Planning of spares/ Man power/Budget • Contract management • Administering contract & payment system for contracts. • Energy auditing & reduction of Power Loss through audit and review.

Manual Tester Regression Testing , Smoke Testing, SDLC, STLC. Skill : Tester with Liabilities - CASA/ Customer onboarding/ Retail liabilities / Term deposits/ Branch operations / payments with 1-3 years of experience

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic sales professionals for the following roles (On the payroll of Kotak Mahindra Bank). Freshers may also try their luck, if interested in Open Market Field Sales. Available Roles- Acquisition Manager: Grade: Asst. Manager - M1 Premier Acquisition Manager: Grade: Deputy Manager - M2 Platinum Relationship Manager: Grade : Manager/ Senior Manager -M3/M4 Relationship Officer CA811 Digital Sales : Asst. Manager - M1 Relationship Officer SA811 Digital Sales:Asst. Manager - M1 Corporate Acquisition Manager -Salary :Asst. Manager / Deputy Manager - M1/M2 Maximum Age Limit: 30 Years Interested candidates can attend the walk in drive as per the details mentioned below. Date: 2nd ,3rd & 4th July 2025 Time:11:00AM-3:00PM Address: Kotak Mahindra Bank Ltd.7A, Venus Amadeus-Jodhpur Cross Road Satellite, Ahmedabad-Gujarat- 380015

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.).

What Will You Do? As a part of our dynamic Corporate Sales team, you will: Build Lasting Client Relationships: Establish and nurture strong connections with corporate clients by understanding their unique insurance needs. Act as a trusted advisor and the primary point of contact, ensuring prompt and effective responses to inquiries and concerns. Achieve and Exceed Sales Goals: Set ambitious sales targets and proactively identify new business opportunities. Drive revenue growth by upselling tailored solutions to existing clients and implementing innovative sales strategies. Explore New Markets: Conduct in-depth market research to identify potential clients and stay ahead of emerging industry trends. Develop customized insurance proposals that address the specific risk profiles of prospective clients. Present and Negotiate with Confidence: Deliver compelling presentations to clients, articulating the value of our insurance solutions. Collaborate with underwriters and insurers to negotiate favourable terms that align with client needs. Ensure Compliance and Precision: Maintain meticulous records of policies, contracts, and client data in adherence to company policies and regulatory standards. Uphold the highest level of compliance while managing transactions and operations. What Were Looking For To thrive in this role, you should bring: Educational Excellence: A bachelor’s degree in business, marketing, insurance, finance, or a related field is preferred. Relevant Experience: Prior experience in corporate sales, business development, or the insurance industry is a significant advantage. Professional Certifications: Certifications in sales, business development, or insurance broking will set you apart. Tech Savvy: Proficiency in CRM systems, the Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software. A Winning Attitude: A passion for building relationships, solving complex problems, and delivering value to clients.

Post : Senior Relationship Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 74909 71634 HR Mahek Perks and benefits Incentive + PF + Mobile with Several

Post : Business Development Manager (BDM) • Recruit Team • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Graduation Must • Must have 1 year of exp. in Sales / Banking / Finance / Insurance / Loan / CASA Sales • Good Communication skills • To clear any confusion direct contact on : 90819 37721 HR Riya Perks and benefits Incentive + PF + Mobile with Several

Role & responsibilities Manage overall branch Operations, Loan disbursement, Cash management etc. Achieve target for branch revenue generation through Cross of FD, SIP, Mutual fund, Health and General Insurance Handle customer queries, Complaints and ensure Customer Satisfaction Manager audit and Compliance of the branch and fulfil regulatory and Compliance requirement Coordinate with employee with every department to ensure smooth functioning and employee engagement Prepare various Branch MIS and ensure timely reporting Handle retail branch team and customer acquisition Preferred candidate profile Candidate with relevant experience from banking, Insurance and NBFC background will be preferred Candidates with good experience in Cross selling will be preferred

Post : Business Development Manager (BDM) • To Manage the Banca sales through assigned Bank • To Resolving customer queries • To Close The leads Provided By the assigned Bank • To Handle the walk-in customer • To Do Cross Selling of the Products Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customers • Lead Closing • Handle the walk-in customer through tie-up Banks Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 and to 38 years

Post : Sales Development Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on 9558211656 HR Mohit Perks and benefits Incentive + PF + Mobile with Several

• 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