644 Liability Products Jobs - Page 11

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

Key Responsibilities: Identify and acquire new CASA customers in the branch's catchment area. Meet and complete account opening formalities. Build strong relationships with customers and internal teams. Engage with customers during account opening to offer multiple products (e.g., mobile banking, net banking, RD/FD activation). Cross-sell various banking products Achieve daily, weekly, and monthly customer acquisition targets. Generate leads for family accounts and other cross-sell products. Conduct micro-marketing activities for lead generation. Address customer queries and resolve issues.

Post : Senior Relationship Manager • 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 • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate Call OR WhatsApp : 90991 10239 HR Nikul Perks and benefits Incentives, Performance Bonuses, Career Growth

Job description Preferred candidate profile Minimum 1+ Years experience Mandatory required in CASA sales. Acquire new customers for liabilities from open market. (current account- saving account). Assist the customers for conversion of existing borrowing customers for liabilities. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Location - Nashik ( Cidco) Interested Candidates Can Share your updated resumes on - shoa.fatima@ujjivan.com or shashank.gaikwad@ujjivan.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

Job Title: Relationship Manager Premium Account Department: Branch Banking Grade: Assistant Manager / Deputy Manager Reporting To: Branch Manager Role Purpose: Acquire high-end current accounts through open market initiatives and cross-sell banking products. Key Responsibilities: Acquire new current accounts and saving accounts monthly. Generate leads and support cross-selling (Trade, FX, CMS, etc.). Comply with KYC/AML guidelines. Qualifications & Experience: Education: Graduate (MBA & IRDA preferred) Experience: 2–3 years in current account acquisition, preferably SME segment Skills: Local language proficiency, Excel, business banking knowledge Competencies: Technical: Excel, Trade/FX understanding Behavioral: Strong communication, professional grooming

Positions : Service Delivery Manager (SDM) Interview Venue : IndusInd Bank Limited, No-1155 , J B Plaza , Mettur Road, Erode - 638 011 Contact Person : Vasanthu A (Branch Manager) Job Role : Any Graduate/Post-Graduate with Min of 2 to Max of 8 years of Banking/NBFC experience To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sellrs Eligibility Criteria : Age must be within 35 years for SDM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

Dear Candidate, We have urgent job opening for Retail Branch Banking - Coimbatore (In & Around). We are conducting direct walk-in interview in @ Salem, Brindhavan Road Branch on Friday, 11th July 2025. Below are the Interview details: Interview Date: 11th July 2025 (Friday) Interview Location: HDFC Bank Ltd, No. 06, Raj Bhavan, Brindhavan Road, Fairlands, Salem -636016 Interview Timing: 10.00 AM to 1.00 PM Contact Person: Mr. Madhuprasad L(Cluster Head) Roles and Responsibilities: Manage branch operations, ensuring efficient customer service delivery. Acquire new customers through effective sales strategies and cross-selling techniques. Develop strong relationships with existing clients to increase loyalty and retention. Identify opportunities for growth through third-party product offerings (TPP) and liability products. Monitor current account balances, CASA performance, and retail liabilities management. Desired Candidate Profile: 3+ years of experience in Retail branch banking Sales or with NBFC. Job roles: Branch Manager PB Teller Authorizer Personal Banker Sales Relationship Manager Branch Sales Manager Local candidates will be preferred

Walk In Drive Details Interview Date - 8th July 2025 Interview Location - Ujjivan Small Finance Bank-Purnia, Chitrabani Road, Kalibari Chowk, Purnia, Purnia - 854301 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Araria, Raniganj, Forbesganj, Gulabbagh (Bihar) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

Walk In Drive Details Interview Date - 7th July 2025 Interview Location - Ujjivan Small Finance Bank- Bhagalpur, Ganji Mill Campus, Tilka Majh, Central Jail road, Bhagalpur, Bhagalpur - 812001 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Kahelgaon & Banka (Bihar) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

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

Post : Sales Executive • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 24 to 38 YRS Call OR WhatsApp : 90238 62949 HR Vivek Perks and benefits Incentives, Performance Bonuses, Career Growth

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.

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.

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work independently as well as part of a team towards common goals.

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work independently as well as part of a team towards common goals.

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work independently as well as part of a team towards common goals.

Positions : Relationship Manager & Key Account Manager Location : Ahmedabad/ Vapi/Valsad 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 avinasha.gupta@indusind.com or walk in for interview at, IndusInd Bank Limited, 2nd Floor, Parker House, Nr. Radisson Blu Hotel, Panchvati Cross Road, Ambawadi, Ahmedabad 380 006.

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) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects/ 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 Interested candidate can share there cv on below mention details Mail id - siddhesh.bhor.ext@yesbank.in Contact - 7738474256

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) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects/ 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

Positions : Relationship Manager & Key Account Manager Location : Ahmedabad/ Vapi/Valsad 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 avinasha.gupta@indusind.com or walk in for interview at, IndusInd Bank Limited, 2nd Floor, Parker House, Nr. Radisson Blu Hotel, Panchvati Cross Road, Ambawadi, Ahmedabad 380 006.

Roles and Responsibilities Manage a portfolio of High Net Worth Individual (HNI) clients through effective relationship management. Identify new business opportunities and acquire new HNI customers for the bank's products and services. Develop and maintain strong relationships with existing HNI clients to increase sales revenue and cross-sell third-party products. Collaborate with internal teams to resolve client issues, improve customer satisfaction, and enhance overall service delivery. Analyze market trends, competitor activity, and regulatory changes to stay updated on industry developments.

Roles and Responsibilities Acquisition is the main responsility for this role Field Sales will be there. Lead generation and acquire business through it. Develop and maintain strong relationships with customers to acquire new clients and increase revenue through cross-selling of products. Identify opportunities for business development, including identifying potential customers and expanding existing client base. Ensure compliance with regulatory requirements, internal policies, and procedures.

Role & responsibilities Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Locations: Coimbatore - Ganapathy, NSN Palayam, Sai baba colony, Erode , Madurai, Pollachi, Tiruchirappalli, Tirunelveli Required Criteria Must be a graduate. Two-wheeler must. Age limits up-to 38yrs. Perk Benefits Salary + Incentive + Statutory + Medical coverage Salary up-to 25-30% hike from the current CTC + Medi-claim + Cost of living allowance + Insurance + Incentive. New joiners will be eligible for assured incentive of 1K for first 3 months from their DOJ. For the good performer up to 4X incentives will be provided. Minimum 50 customers base will be assigned for the first 3 month. Note : Please avoid employment gap candidates. Those who're currently into banking pay role will consider those only Regards, Sandipa 7980475998

Acquisition of CASA sales