644 Liability Products Jobs - Page 24

Partner/Senior Partner - Pioneer Private (BFSI - Advik-Rec Services Partner/Senior Partner Pioneer Private (BFSI Partner/Senior Partner Pioneer Private (BFSI Overall Job Description:- 1.To cross sell wealth & liability products to the banks premium Asset clients 2.Generate new business to achieve defined sales targets 3.Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues 4.Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth 5.Ensure ongoing self-development. 6.Manage the portfolio to de-risk against attrition and achieve stability of book 7.Manage the key performance indicators at the highest level. 8.Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales 1.Achieve the Targets set in terms of product mix 2.Achieve best in class productivity in order to maximize the efficacy of the sales process. 3.Achieve the budgeted cross sell targets. 4.Aggressive Sales call plans to acquire large prospective customers through referrals 5.Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Job Category: B2B B2C Banking New Acquisition Job Type: Full Time Job Location: Ahmedabad bengaluru Apply for this position Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. *

Job Responsibilities: Administer and ensure compliance to all sales practices in branch Maintain the productivity of the sales officers (SOs) Meet the business targets Identify sales opportunities Direct operational activities on a day-to-day basis Generate leads for new business and customers Prepare and analyze profit and loss statement for branch Deliverables: Provide training to the sales officer (SOs) Source accounts of small businesses and as well as households Achieve sales targets Guide sales officers and introduce clients to them Maintain stability in smooth-functioning of the activities in branch Maintain knowledge on all bank products and services and assist to resolve customer queries Skills and Competencies: Product and process knowledge Able to motivate a team Communication and management skills Analytical skills Result Oriented Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Role & responsibilities 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

* Field sales CASA/Branch banking/liabilities/portfolio management/cross sale banking products. Selling third party products ( health insurance,life insurance, mutual funds) 1 yrs - 8 yrs All Gurgaon Required Candidate profile * Good communication skills. * Comfortable working in a full-fledged sales profile * Customer orientation. *Responsible for sourcing High-Value CASA customers.

Role & responsibilities Oversee and manage the branch's liabilities portfolio Develop and implement strategies to grow the branch's deposit base Ensure branch operations comply with regulatory and internal policies Lead, train, and motivate branch staff to achieve performance goals Cultivate strong relationships with clients to enhance customer satisfaction Monitor and analyze financial reports to track branch performance Implement business development initiatives to attract new customers Handle escalated customer issues and provide resolutions

GROUP HEAD DEPOSITS Roles and Responsibilities: • Thorough knowledge of bank operational functions, systems, procedures, various products and/or services. • Strong knowledge of risks associated with banking operations and payment systems as well as industry best practices. • General knowledge of various bank credit products, programs, and related documentation, as applicable. • Experienced in review and implementation of banking applications, along with knowledge in support of system/bank conversions. • In-depth understanding and practical application of applicable Federal and State laws and regulations. • Knowledge with Audit standards and Payment systems requirements. • Excellent leadership skills are a must. • Strong organizational, managerial and project management skills. • Excellent interpersonal and verbal and written communication skills. • Able to effectively interact with all Bank departments and levels of management and employees. • Must be innovative and committed to making change, along with providing strategic context/framework for Operations (and any related Bank departments) and able to influence and lead others in implementing those changes. • Must have experience and desire to identify best practices, create/improved procedures, policies and practices for the betterment of the Society. • Must have experience, and a proven ability, to identify and implement automation through technology, that results in efficiencies and/or measurable cost savings.

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

Positions : Relationship Manager (Select RM) / Key Account Manager (KAM) / Service Delivery Manager (SDM) / Business Development Manager (BDM) / Teller Walk-In date: 28th & 29th May 2025 - (10:30 AM to 3:30 PM) Interview Venue : IndusInd Bank Limited, No:1 & 32-A, K.M.A Buildings, Eswaran Koil North Street, Tiruppur - 641601 Job Role : 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 sell Making cold calls from open market to attract potential customers and acquiring new Current Account & Savings Account (Specifically for sales profile) Achieve sales targets and operational aspects as assigned by the organization on a monthly basis The Teller will handle cash transactions, including deposits, withdrawals, and payments, while ensuring accuracy and compliance with banking procedures. The role involves providing excellent customer service, assisting with account inquiries, and processing various financial transactions. The Teller will also adhere to security protocols and ensure all transactions are conducted smoothly Candidates must be graduate and good at basic communication and drafting conversations Must be from sales background preferably from Banking Industry Eligibility Criteria : Age must be within 35 years for RM & KAM and 30 years for SDM, BDM & Teller 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

Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. - Ability to work in a fast-paced environment and meet sales targets

Dear Aspirants, We are hiring at Aditya Birla Sunlife Insurance Bancassurance channel. Locations: Whitefield/ Jigni/Anekal/ Panathur/MG Road/Electronic City/Jayanagar/Shantiniketan/ITPL/ Indiranagar/JP Nagar/ HSR Greetings !! Role & responsibilities The Candidate will be assigned or tagged under 2 to 3 Branches of Bank The candidate should work along with the Branch Manager and Team members of Bank and promote the Aditya Birla Sunlife Insurance product for the Customers of Bank.. The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue for BSLI. Needs to visit all the assigned branches under him on daily basis. Preferred candidate profile We can consider from Life Insurance or cross selling experience

ESAF Small Finance Bank Hiring!!! For Queries please contact/ WhatsApp -Henna Mechery. We are looking forward to meet you! Vertical: Branch Banking Roles: * Relationship Manager * Gold loan Officer * Business Development Officer * Business Development Manager Location: Across Ernakulam Criteria: Min 1 year experience in relevant field preferred. Qualification: Any Degree. Kindly contact Henna: 9567764172

Must have experience in casa, liabilities and team handling.

Role & responsibilities Business Development Manager (Sales Executive) -Acquiring CASA (NTB Accounts) and LI would be the main responsibility. -Open Market sales Preferred candidate profile -Candidate should have more than 1 year of experience in either Banking or Insurance or Finance companies. -Candidate should hold a Graduation Perks and benefits Competitive Hike from your Current CTC as per Market Standards + Monthly Petrol Allowances + Incentives Please share your CV to the mentioned WhatsApp number if interested- 8825449454

MBA Freshers can Apply for this job. Role & responsibilities Job description About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank’s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization’s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank’s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank’s products. Promoting bank’s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank’s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank’s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills Preferred candidate profile

Role & responsibilities : 1. Maintain Daily Sales Report, Structured bundled offering of Products and Services to the customer within the defined time line. 2. Ensure quality new acquisition on SA and CA for Resident/Non Resident 3. Regular customer contact to establish needs of the customer and opportunities to cross-sell 4. Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite 5. Penetration of FD to unique customers 6. Sales of Third Party Products to the customers o MF/Insurance/RBI Bonds o Ensure that requisite 7. Sales of Asset Products. Preferred candidate profile

Looking for Bank Officer/ Relationship Officer Location: Meerut Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) 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 (in the vicinity), 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.

Company: Utkarsh Small Finance Bank Locations: Pattom Thiruvananthapuram , Kochi , Thrissur, Kerla , Kozhikode , Pathanamthitta , Malappuram , Kalamassery, Kochi , Alapuzha , Palakkad , Kollam , Kottayam Role & responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of RTD (FD, RD etc.) Activate Accounts opened, UPI accounts, Savings balance and includes Insurance, etc. Participate in branch activities and migration events around the catchment area. Build strong relationship with internal teams to leverage existing relationships from other. Conduct low-cost micro marketing activities around catchment areas for lead generations Preferred candidate profile Graduate/post-graduate 1 - 2years of relevant experience Core Competencies Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented Excellent verbal and written communication skills Technical Experience And Competencies Banking knowledge Computer Skills and digital knowledge Good network in the market send your cv to arkconsultantspvtltd@gmail.com

Acquisition of corporate A/C & liabilities a/c from market reference also must have cross selling of products like Life insurance, General Insurance, Health insurance, Fixed Deposit, Recurring Deposit etc.

ESAF Small Finance Bank Hiring!!! For Queries please contact/ WhatsApp -Mr.: Abiel k Johnson. We are looking forward to meet you! Vertical: Branch Banking Roles: * Relationship Manager * Gold loan Officer * Business Development Officer * Business Development Manager Location: Across Ernakulam Criteria: Min 1 year experience in relevant field preferred. Qualification: Any Degree. Kindly contact ABIEL : 8714084222

Role & responsibilities 1. Testing experience in the below Oracle Flexcube Version 11.10 Retail Loans -FCR Loan Creation DISBURSEMENT LOAN REPAYMENT NON PERFORMING Asset GL movement -Accounting Entries API testing CIF CASA TD RD GEFU Clearing &n Payments Standing Instruction Sweep in & Sweep out functionality OD Functionality SDB Locker Preferred candidate profile 1. Experience 4 - 9 years 2. Testing in above banking products

To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products 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 Desired Behavioural / Functional Traits Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Multi-tasking with crisis management capabilities. Effective communication & interpersonal skills. Ability to adapt to change in a fast growing franchise. Ability to maintain/attract long lasting client relationships. Additional requirements: • Valid AMFI / IRDA Certifications; If validity has expired old certificates may be considered • Candidate with experience working in an sales based incentive role, will be preferred

Indusind Bank is Hiring Relationship Manager Select. Walk-in Date : 26th May 2025. Walk-in Address : IndusInd Bank Ltd 4th Floor, No. 87, Bull Temple Road, Basavanagudi, Bangalore - 560004. Relationship Manager Select Job Description. 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. Essential requirement : Graduate / Post Graduate, preferred exposure to financial subjects Preferred: Post Graduate in Finance / Commerce. Essential requirement : 4 years of relevant work experience in the banking industry Preferred requirement: 2 years of relevant experience as Relationship Manager. Valid AMFI / IRDA Certifications. Candidate with experience working in an sales based incentive role, will be preferred. Interested candidates please share your profiles to urbashi.mondal@indusind.com

Sales & Revenue Generation Drive the branchs business by selling retail banking products such as savings accounts, current accounts, loans, insurance, and investment products. Achieve monthly and quarterly sales targets across different product categories. Promote cross-selling and up-selling initiatives to maximize wallet share. Team Management Lead, coach, and motivate the branch sales team to deliver high performance. Monitor sales productivity and implement corrective actions when needed. Conduct regular training and skill development sessions for the team. Customer Relationship Management Ensure superior customer service and resolution of customer queries and complaints. Build long-term relationships with high-value clients and key stakeholders. Identify potential business opportunities through client interactions and referrals. Operational Excellence Ensure compliance with all bank policies, procedures, and regulatory requirements. Oversee day-to-day sales activities and assist in branch operations as needed. Ensure accurate reporting and documentation of all sales activities. Market Intelligence Keep track of market trends, competitor offerings, and customer preferences. Provide feedback and suggestions to senior management for improving product and service offerings.

Indusind Bank is Hiring Relationship Manager Select. Walk-in Date : 27th to 29th May 2025. Walk-in Address : IndusInd Bank Ltd Ground Floor, SLN HVP ASTER”, Sy no 28/1,Opp. Brigade Metropolis, Whitefield Main Road, Bengaluru- 560 048, Karnataka - 560048 Relationship Manager Select Job Description. 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. Essential requirement : Graduate / Post Graduate, preferred exposure to financial subjects Preferred: Post Graduate in Finance / Commerce. Essential requirement : 4 years of relevant work experience in the banking industry Preferred requirement: 2 years of relevant experience as Relationship Manager. Valid AMFI / IRDA Certifications. Candidate with experience working in an sales based incentive role, will be preferred. Interested candidates please share your profiles to urbashi.mondal@indusind.com

Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. - Ability to work in a fast-paced environment and meet sales targets