644 Liability Products Jobs - Page 2

AXIS-L-A00323 CBG:CB RM - SCF INTERNAL USAGE: No. of Vacancies Reports to CBG:Centre Head Is a Team leader Team Size Grade Business Department CBG Sub - Department Location About Commercial Banking Coverage Group The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 350 Crs. by offering both credit and liability products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc. About the Role 1. Acquisition of New corporates for SCF (vendor financing/dealer financing etc. ) 2. Negotiating with potential & existing clients, 3. Retention of existing portfolio, 4. Irregularity management, 5. Achievement of budgeted target, 6. Cross sell of other banking products. -------------------------- Key Responsibilities 1. Ensuring timely conversion of sanctioned cases and optimum utilization in existing accounts to achieve month-end and year-end SCF Segment budgets. 2. Timely Reporting/MIS and coordinating Audit Compliance on the portfolio. 3. Coordinating with Relationship and Credit teams, 4. To ensure close monitoring of SEG SCF portfolio of CBG Department, so as to look for business potential in good accounts, 5. Collecting early warning signals and devising exit plan for stress accounts- -------------------- Qualifications MBA/PG/CA 2 years experience Role Proficiencies For successful execution of the job, a candidate should possess the following: Knowledge Assets Skills Relationship Management/Credit understanding Abilities- Sale credit products

AXIS-L-A00323 CBG:CB RM - SCF INTERNAL USAGE: No. of Vacancies Reports to CBG:Centre Head Is a Team leader Team Size Grade Business Department CBG Sub - Department Location About Commercial Banking Coverage Group The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 350 Crs. by offering both credit and liability products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc. About the Role 1. Acquisition of New corporates for SCF (vendor financing/dealer financing etc. ) 2. Negotiating with potential & existing clients, 3. Retention of existing portfolio, 4. Irregularity management, 5. Achievement of budgeted target, 6. Cross sell of other banking products. -------------------------- Key Responsibilities 1. Ensuring timely conversion of sanctioned cases and optimum utilization in existing accounts to achieve month-end and year-end SCF Segment budgets. 2. Timely Reporting/MIS and coordinating Audit Compliance on the portfolio. 3. Coordinating with Relationship and Credit teams, 4. To ensure close monitoring of SEG SCF portfolio of CBG Department, so as to look for business potential in good accounts, 5. Collecting early warning signals and devising exit plan for stress accounts- -------------------- Qualifications MBA/PG/CA 2 years experience Role Proficiencies For successful execution of the job, a candidate should possess the following: Knowledge Assets Skills Relationship Management/Credit understanding Abilities- Sale credit products

AXIS-L-A00323 CBG:CB RM - SCF INTERNAL USAGE: No. of Vacancies Reports to CBG:Centre Head Is a Team leader Team Size Grade Business Department CBG Sub - Department Location About Commercial Banking Coverage Group The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 350 Crs. by offering both credit and liability products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc. About the Role 1. Acquisition of New corporates for SCF (vendor financing/dealer financing etc. ) 2. Negotiating with potential & existing clients, 3. Retention of existing portfolio, 4. Irregularity management, 5. Achievement of budgeted target, 6. Cross sell of other banking products. -------------------------- Key Responsibilities 1. Ensuring timely conversion of sanctioned cases and optimum utilization in existing accounts to achieve month-end and year-end SCF Segment budgets. 2. Timely Reporting/MIS and coordinating Audit Compliance on the portfolio. 3. Coordinating with Relationship and Credit teams, 4. To ensure close monitoring of SEG SCF portfolio of CBG Department, so as to look for business potential in good accounts, 5. Collecting early warning signals and devising exit plan for stress accounts- -------------------- Qualifications MBA/PG/CA 2 years experience Role Proficiencies For successful execution of the job, a candidate should possess the following: Knowledge Assets Skills Relationship Management/Credit understanding Abilities- Sale credit products

A leading bank is hiring CASA Acquisition and corporate Acquisition officers at multiple locations in India. Required Candidate profile minimum 2+ years of Account acquisition experiance from open market is mandatory

Job Summary: The Business Development officer is responsible for generating sales, building client relationships, and meeting sales targets. Key Responsibilities: Identify and pursue new sales opportunities. Maintain relationships with existing clients. Conduct market research to identify trends. Prepare and deliver sales presentations. Achieve sales targets set by management. Provide timely reports on sales activities. Address customer inquiries and resolve issues. Skills: Strong communication and interpersonal skills. Excellent negotiation and closing abilities. Customer-oriented mindset. Note: This opportunity is for candidates with prior relevant experience . Freshers are not eligible. Contact Person - Sugama R Contact Number - 8714644966 ,

As a Relationship Manager in this role, you will be responsible for managing the existing relationships of BBG Customers. This includes overseeing high value clients and ensuring their continued loyalty over an extended period by enhancing engagement efforts. Moreover, you will be tasked with acquiring new relationships within the defined business segment to contribute to the growth of the bank's asset book. Your primary goal will be to increase the bank's revenue beyond what is typically achieved by regular Relationship Managers. This involves maximizing revenue streams by enhancing the wallet share of revenue-generating products through cross-selling strategies. These products may include insurance, trade services, forex solutions, liability products, and LAP offerings. Overall, your focus will be on building and nurturing strong relationships with clients, both existing and potential, to drive growth and profitability for the bank.,

Job 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 andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe 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 solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Komal Pawaskar Talent Acquisition – HCM Support Executive Human Capital Management YES Bank House M- 9892273274

ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. FINANCIAL SIZE NON-FINANCIAL SIZE 50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130+ calls handled per day Manage 3000+ customer portfolio KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank Qualifications Graduate in any discipline Experience (Years and Core Experience Type) 1+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude. Functional Skills Relationship Management Sales Banking Customer Relationship Upselling and Cross Selling Behavioral Skills Good communication skills both oral and written Good interpersonal management skills Problem solving skills Decision making ability Competencies Banks Product Knowledge Planning and Organizing Skills

Candidate must have experience in at least years 2 + Years in BFSI Sales Products : Casa, life insurance , MF ,LI,GI , Current account, demat account , Acquisition, NTB & ETB Sourcing Age should be 28 years 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

Acquisition of CASA & liabilities a/c from cold calling, market reference, Fixed Deposit Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.

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.

Premier Acquisition Manager CASA/ BB / GRA - RL Sales Walkin Drive on 23rd and 24th Jul 24 (Wed & Thursday) Grade: M1/M2 Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA - Having more than 2-4 year work experience Venue : Kotak Mahindra Bank, No:40, Monteith Road, Egmore, Chennai - 600 008. Time : 11 AM to 3 PM Contact Person : Raju S - HR

Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading pvt sector bank. Key Responsibilities: Acquire high-value new-to-bank customers monthly. Promote family banking to increase relationship value. Manage assigned client relationships to grow wallet share. Drive cross-sell of: Digital banking and wealth products Investments, insurance, and loan products Meet personal book and fee income targets. Ensure prompt and proactive customer service. Provide feedback for better customer experience. Eligible for quarterly incentives based on target achievement. Desired Experience: Experience: 34 years in banking (private, PSU, co-operative, or rural banks). Background: Customer-facing branch role with ops & regulatory knowledge. Skills: Fluent in English & regional language, MS Office, banking software. Extra Advantage: Additional language fluency. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Job Location : Gangtok ,Namchi,Rangpo , Singtam , Jorethang , Barfung Rabong , Ranipool Samdur, Sichey , Kewzing , Gyalshing , Tadong , Mangan, Pakyong Job Roles - Teller, Welcome desk, Personal Banker Classic, Personal Banker Sales. Roles and Responsibilities Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Identify new business opportunities by acquiring new customers for priority banking services such as Priority Banking, Preferred Banking, and Premier. Sell various liability products including Retail Liabilities to meet customer needs. Collaborate with internal teams to resolve customer queries and issues related to CASA accounts. Manage a portfolio of High Net Worth Individual (HNI) clients through HNI client handling, acquisition, and retention. Desired Candidate Profile 1-6 years of experience in branch banking or similar role. Strong understanding of Casa Acquisition, Casa Sales, HNI Client Handling, Liability Products, Portfolio Management, PBG (Priority Banking Group), Preferred Banking Group (PBG), Premier Banking Group (PBG). Excellent communication skills with ability to build rapport with high net worth individuals.

Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales. Key Customer Relationship Management & supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. Objectives Ensure clarity of Business objectives among staff Adherence of sales process & Operational Checklist.

Hni Client Handling , Sale Banking Product Current A/c & Saving A/c and Cross Sales Product Life Insurance, Health Insurance, General Ins, Fix Deposit, Mutual Fund, Gold Loan. Send Resume Jobs@xwelljobs.com. Call 9216163050 Required Candidate profile All Location Open Near Jaipur LocationBundi, Swamadhopour, Tonk, Bagru, kekri, deoli,raiwana, kotpuli, gailpur, jawanpura asind,

• 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 40 years

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 : 21 to 32 YRS Call OR WhatsApp : 9909330760 HR Sunita Perks and benefits Incentives, Performance Bonuses, Career Growth

Responsible for including HNI customers into the Imperia or Preferred, selling the right products, acquiring family a/c’s ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.

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 : 97244 79846 HR Fenil Perks and benefits Incentives, Performance Bonuses, Career Growth

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, Ramnagar Required Criteria Must be a graduate. Two-wheeler must. Age limits up-to 35yrs. Currently working in bank only 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. Regards, Sandipa 7980475998

GRADE - M DEPARTMENT - Branch Banking REPORTS TO - Branch Manager ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible for providing Financial solutions to meet the requirements of the existing Mapped customers and ensure value added customer service as well as acquiring New to Bank CASA Customers. Responsible for handling the portfolio of existing Mapped CASA customers and generating revenue / book growth Responsible for increasing Liabilities book size of relationships via balances in accounts of existing mapped CASA customers or through Term Deposits, Cross selling of MF / Insurance, Loan products, acquiring family accounts and retaining the relationship To acquire pre-fixed New to Bank CASA customers through Open Market referrals / Referrals from existing CASA client base / BTL Initiatives & other tie ups Should be in close contact with the existing customers through personal visits, mailers and phone calls and share insights on the fluctuations in interest rates, FD rates and various product offerings. Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensure continuity of high quality service, product delivery, and responsiveness to customer needs Tracks customer complaints/queries and turnaround times for customer satisfaction. Responsible to be abreast with all policies relating to operational risk, sales processes, mis-selling etc and ensure compliance with the same. Develop effective ways to promote Brand awareness & Product proposition that lead to measurable business results SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Entire liability target for the branch CASA Book as per the branch TASC Book as per the branch BB-FIG Book as per the branch Segment wise book (NR, Senior Citizen, HNI etc) as per the branch Number target for all the respective products. CA SA TASC Snr Citizen HNI NR Manage portfolio of assigned branch customer holders KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA /CA / FD / Life Insurance/ Loan Products etc. Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience Customer Resolution of Queries / Requests that may come from managed CASA clients; adhering to the TAT Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking Provide Doorstep service to managed customers, where-ever required Implementing necessary training for staffs to enable them to handle managed customers Internal process Streamlining the process of customer on-boarding and ensuring seamless process during the same Working towards eliminating bottlenecks in the Account Opening process and rejuvenating the customer journey with Ujjivan Conversion of all form based processing to digital process, with minimal documentation in the long run Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions) Learning & Performance Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines Timely training of Branch staff, so as to ensure product knowledge & change in processes are communicated in a timely manner MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate, with a Masters or MBA / PGDM Preferred. Experience Preferred experience of 3 - 4 years in Banking specific managing Privileged / Mapped clients Certifications AMFI / IRDA Certified Functional Skills Good knowledge of Branch Banking & Liability products Service Oriented Analytic and technology oriented Good Relationship Management skills with existing & new Customers Demonstrated leadership experience in interacting with cross-functional teams with a sound understanding of key business drivers Behavioral Skills Sales Skills Execution Skills Relationship Skills Influencing Skills Customer Service Orientation Competencies Planning & Organizing Driving Execution Building Partnerships

Acquisition Manager-RL SALES-Sales 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.

Acquisition Manager-RL SALES-Sales 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.

Acquisition Manager-RL SALES-Sales 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.