644 Liability Products Jobs - Page 10

About The Role Job Role: Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities " Must have had Sales experience and exposure, preferably of Liabilities products " Qualifications- MBA CA/ CAIB " Good Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3 4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications MBA CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break even and P&L of branch Job Requirements" Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications MBA CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications - MBA CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT- " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications MBA CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3 4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications MBA CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3 4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications MBA CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker Doer 40:60 In depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role Job Role: Enhancement of Deposit pool from Customers " Establishing standards and delivery of service " Sale of non-deposit products. Cross selling targets progressively " Sale of MF and Insurance products " Fee Income " Branch Administration " Regulatory Compliance " Manage productivity and overall morale of branch team members " Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities " Must have had Sales experience and exposure, preferably of Liabilities products " Qualifications- MBA CA/ CAIB " Good Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

We are hiring for CASA sales officer for one of leading Pvt Bank . 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.

Post : Relationship Manager • Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Cross sell assets and fee products • Resolve customer queries/issues Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentives, Performance Bonuses, Career Growth

Post : Sales Executive Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 24 to 44 YRS Call OR WhatsApp : 9714602190 HR Dhruvraj Perks and benefits Incentives, Performance Bonuses, Career Growth

Roles and Responsibilities Manage a team of Relationship Officers (RO) to achieve business targets, including acquisition of new customers, cross-selling of products, and increasing liabilities. Identify opportunities for growth within existing customer base through upselling and retention strategies. Develop and implement effective sales plans to meet or exceed monthly/quarterly targets for current accounts, saving accounts, and other liability products. Collaborate with branch teams to drive business development initiatives and improve overall performance metrics. Ensure compliance with regulatory requirements and internal policies related to retail banking operations.

• 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 Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 38 years

We are hiring for CASA sales officer for one of leading Pvt Bank . 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.

Interested Candidate share their resume on below email ID Shwetal.rawool@unitybank.com / 9324763646 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

Sale of non-deposit products. Cross selling targets Sale of MF and Insurance products Overall 6-8yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products

Roles & Responsibility - Strategy & P&L Management • 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

Positions : Relationship Manager & Key Account Manager Location : Kochi(multiple branches), Palakkad, Thrissur(multiple branches) Job Role : 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 Eligibility Criteria : Educational Qualification: Graduation and above Experience: 4+ years experience into Banking sales, preferably into portfolio management Age: Up to 35 Years Good interpersonal skills with a command on English/Hindi/Local language Immediate Joiners are preferred Interested candidates can, Mail on hormis.shibu@indusind.com or Contact: 8848962354

Role & responsibilities Job Profile: Sales Officer Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) 4. To ensure proactive registration & activation of acquired customers to direct banking channels 5. To assist the CSL in catchment mapping & scoping exercise and provide regular feedback to CSL on opportunities / customer needs / competition bench marking 6. To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers 7. To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators 8. To ensure quality sourcing in line with the Banks policy 9. To Adhere to sales process & KYC Norms of the bank Ishika Mittal V-Konnect Associates 529,Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: muskan.jain @ v-konnect.com Phone: 9306459303 www.v-konnect.com

Role & responsibilities Relationship Manager Yes Premia Core Responsibilities : Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc Warm Regards, Ishika Mittal V-Konnect Associates Spazedge, Sec-47,Gurugram Email: ishika.mittal@v-konnect.com Phone: 9306459303 www.v-konnect.com

Role & responsibilities Job Profile: Sales Officer Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) 4. To ensure proactive registration & activation of acquired customers to direct banking channels 5. To assist the CSL in catchment mapping & scoping exercise and provide regular feedback to CSL on opportunities / customer needs / competition bench marking 6. To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers 7. To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators 8. To ensure quality sourcing in line with the Banks policy 9. To Adhere to sales process & KYC Norms of the bank Ishika Mittal V-Konnect Associates 529,Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: ishikamittal@v-konnect.com Phone: 9306459303 www.v-konnect.com

Identify and acquire new CASA customers through field visits, cold calls, referrals, and promotional activities. Develop and maintain strong relationships with new and existing clients to drive cross-selling and up-selling opportunities. Conduct need-based analysis to understand customer requirements and recommend suitable banking products. Ensure timely follow-up on leads and maintain a healthy sales pipeline. Achieve monthly and quarterly CASA acquisition targets. Ensure compliance with bank policies, KYC norms, and regulatory requirements. Coordinate with internal teams (e.g., operations, credit) to ensure smooth customer onboarding and account activation. Participate in promotional events, roadshows, and campaigns organized by the bank. Provide market feedback on customer trends, competitor offerings, and sales challenges.

Role & responsibilities Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements and internal policies. Implement effective risk management practices to mitigate potential risks associated with client relationships and transactions. Performance Monitoring: Monitor key performance indicators (KPIs) and financial metrics to assess the performance of relationship banking activities. Take proactive measures to address any deviations from targets. Market Intelligence: Stay updated on market trends, competitor activities, and industry developments. Leverage market insights to identify opportunities for business expansion and strategic partnerships. Cross-functional Collaboration: Collaborate with internal stakeholders, including product managers, credit risk analysts, and operations teams, to streamline processes and deliver seamless banking experiences to clients. Role: Retail Banking Sales Role Category: Retail & B2C Sales Industry Type: Banking Functional Area: Sales & Business Development Keywords: Relationship Manager,RM,Team Handling Warm Regards, Monika Purwar V-Konnect Associates Spazedge, Sec-47,Gurugram Email: monika.purwar@v-konnect.com Phone: 9717346111 www.v-konnect.com

Role & responsibilities Responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Expected Candidate Age:-Minimum 21 to Maximum 30 years Profile Education: Graduation (Post Graduate preferred) Skills: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or ‘Branch Banking’ Knowledge of regulatory guidelines Contact No. 9892273274

Role Overview: We are seeking a dynamic and experienced Manager to lead a team responsible for the acquisition of asset and liability products on behalf of a partner bank. The ideal candidate will be responsible for driving field-level sales, managing a team of acquisition executives, ensuring compliance, and building strong working relationships with the banks local teams. Key Responsibilities 1. Lead and manage a team of field executives acquiring customers for bank products (CASA, deposits, personal loans, business loans, credit cards, etc.). 2. Develop and execute a territory-level acquisition strategy aligned with the banks goals. 3. Ensure daily productivity, lead generation, and quality of customer onboarding by the team. 4. Act as a key liaison between the vendor and the bank, ensuring smooth coordination, communication, and reporting. 5. Monitor team performance, provide field coaching, and ensure adherence to compliance and KYC guidelines. 6. Drive performance through effective target setting, reviews, and performance management. 7. Handle escalations from customers, executives, or the bank and ensure resolution within TAT. 8. Prepare and share MIS reports with both internal stakeholders and the banks management. 9. Identify process improvement opportunities and work closely with internal teams to enhance operational efficiency. Skills Required 1. Team Management & Field Supervision 2. Deep understanding of Retail Banking Products (CASA, Loans, Credit Cards) 3. Target-Oriented and Execution-Driven 4. Knowledge of KYC/Compliance Norms 5. Proficient in Sales Reporting & CRM Tools 6. Stakeholder Management (Bank & Internal) Technical/Functional Proficiency Required 1. Prior experience in a DSA/vendor-managed banking channel is a strong advantage. 2. Familiarity with both asset and liability banking products. 3. Strong leadership, field management, and interpersonal skills