6620 Life Insurance Jobs - Page 9

About The Role : Job Title Private Banking Advisor LocationPune Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk,Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Your skills and experience The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualificationrequired is Graduation. Minimum Experience should be 7 12 Years in relevant field. This is an individual contributor role. Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank clients. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job Title: Wealth management, NCT Location: Pune, India Corporate TitleNCT Role Description Asset Transfer and Brokerage Support team is part of Wealth management US Operations, which takes care of asset movement and alternative investments for Private bank and Brokerage clients. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution. Your skills and experience Graduate or above Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. How well support you

About The Role : Job TitleOperations Lead, AVP LocationBangalore, India Role Description Operations provides support for all of Deutsche Banks businesses to enable them to deliver transactions and processes to clients. Our people work in established global financial centers such as London, New York, Frankfurt and Singapore, as well as specialist development and service centers in locations including Bucharest, Moscow, Pune, Dublin and Cary. We process payments in excess of a trillion euros across the banks platforms, support thousands of trading desks and enable millions of banking transactions, share trades and emails every day A dynamic and diverse division, our objective is to make sure that all our services are executed in a timely and professional manner, that risk is minimized and that the client experience is positive. We are proud of the professionalism of our people, and the work they do. In return, we offer excellent career development opportunities to foster skills and talent. In accordance with Anti-Money Laundering Requirements, Banks, such as Deutsche Bank AG ("DB"), are obliged to perform Know-your-client (KYC) reviews on all new clients they adopt. These checks and reviews are made in strict accordance with regulatory requirement and the banks internal policies. The project involves verification of the Client data, performing due diligence checks on the Clients, reviewing KYC documentation performing the risk assessment of the Client, liaising with the Business/Compliance, advising on KYC requirements and signing off on new client adoptions.The Reg & Tax analyst role is an operations function where you will be involved in reviewing various regulatory documents related to clients to ensure that all the regulatory requirements are met and the bank is in compliance. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Responsible for verification of Client data Perform due diligence of new and existing clients covering a wide range of different client types including; Listed and Regulated, small/medium/ large private and public companies as well as more complex structures such as; SPVs, Co-operatives, Foundations and Funds, Governments, Joint Ventures, etc. Verifying KYC documentation of the Clients to be adopted/reviewed Perform the risk assessment of the Client to be adopted/reviewed Signing off on new client adoptions and periodic reviews Manage New Client Adoption or Periodic Review stream, to ensure that all requests are approved in accordance with regulatory requirements and the banks internal policies Manage exception ensuring that all SLAs defined with the Business on timeliness and quality are adhered Your skills and experience 9 to 13 years of relevant work experience (AML/KYC/compliance related) within corporate financial services industry, Research/Analytics role in other Banks / KPOs etc Understanding of Control, Compliance, Investigation/chasing functions in banks Familiarity AML/KYC regulations and industry guidelines (FSA, JMLSG, 3rd EU Money Laundering Directive, MiFID) Ability to interpret regulatory guidelines and assessing risk scores and entity types Ability to interpreting alerts Ability to identifying trends and inconsistencies Understanding of end to end KYC process How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitleKYC, NCT LocationBangalore, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account opening to help execute trades What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account opening to help execute trades Your skills and experience Should have more than 6 months experience in Corporates and with good communication and system knowledge. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitleKYC, NCT LocationJaipur, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account opening to help execute trades What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account opening to help execute trades Your skills and experience Should have more than 6 months experience in Corporates and with good communication and system knowledge. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Urgent Vacancy Agency channel Designation:- Unit Manager Exp :- Min :-1-3 Year exp In life insurance sales, any sales exp , Banking sales, Casa sales, Agency sales Ctc- 5 LPA+2500 Travelling allowances per month +Incentive contact :- Hr 9325687615 Required Candidate profile Any sales Candidate, Life insurance, Health insurance, General insurance, Banking sales, Casa sales, Loan sales Agency, Direct, Banca, cross sales

Greetings from Loalith! We are currently hiring for TATA AIA LIFE INSURANCE Available Channel: Agency partner channel Agency also fine for this minimum 2 to 3years of experience in APC or Agency channel Graduation is mandatory(10+2+3), Diploma not consider Good Communication skills Please Note: Field Sales experience is mandatory for these roles. We have openings for individual roles we aim to match you with the best opportunities based on your experience and preferences. Job Details: Experience Required: Prior experience in Life Insurance is mandatory. Background in Agency is essential. Responsibilities: Oversee branch operations and ensure sales targets are achieved. Manage and motivate a team of Sales Managers, Advisors, and Agents. Focus on recruitment, training, and retention of channel partners. Ensure compliance with company policies and industry regulations. Incentives & best performers will be provided with additional incentives & benefits. How to Apply Email Your Resume: loalith.mktg@gmail.com WhatsApp Your Updated CV :7075464794 Thank you for your time, and we look forward to connecting! Thanks & Regards, Nagamani Bandi HR -Team 7075464794

About The Role Skill required: Retirement Solutions - Actuarial Analysis Designation: Actuarial Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestActuarial analysis uses statistical models to manage financial uncertainty by making educated predictions about future events. Insurance companies, banks, government agencies, and corporations use actuarial analysis to design optimal insurance policies, retirement plans, and pension plans. What are we looking for Ability to manage multiple stakeholdersAbility to meet deadlinesResults orientationAgility for quick learningProblem-solving skills Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day to day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Relationship Manager The Candidate will be assigned or tagged under 2 to 3 Branches of assigned Bank/Financial Partner office and reporting to cluster manager. The candidate should work along with the Branch Manager and Team members of Bank/Financial Partner and promote the Bajaj Allianz Life Insurance product for the Customers of the Bank/Financial Partner. 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 BALIC. He needs to visit all the assigned branches under him on daily basis. Only BFSI/LI experience candidate preferred Required Qualifications: Graduate / Post Graduate - In Any Field Strong interpersonal and communication skills. Ability to work independently and as part of a team. Goal-oriented with a track record of achieving sales targets. Perks and benefits: Competitive salary and performance-based incentives. Opportunities for career growth and development. Collaborative and supportive work environment. Comprehensive benefits package.

Required Min 5-6 yrs experience in life Insurance Team Handling experience required Ctc upto 16 lpa Coordinate with HR 9587136422

Role & responsibilities • Identify, interview and select sales executives with support from HR. To meet the following productivity measures for the unit: Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards • Exceed revenue targets Undertake joint field work with executives and observe/demonstrate successful selling skills Conduct Fortnightly performance review (PRP) with executives Help executives use the GOLD system for maximizing business from a given target market Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels Ensure that all executives under supervision perform 100% as per the companys rules and regulations wrt. Need based selling, Compliance and Customer service Effectively manage, track and convert leads provided by the in-house telemarketing unit. Engage with customers to provide quick response to customer queries, provide customer service. Assist in Direct customer service policyholder’s complaint resolution. Ensure retention of in his allocated book of relations. Educate team/ prospects about MNYL products vis--vis products of competition to enable them in taking appropriate decisions

Post : Business Developement Manager • Managing the Banca sales through assigned Bank Branch • The candidate has to handle tie-up banks • To Close The leads Provided By the Company • Handle the walk-in customer • Do Cross Selling Products Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Field Sales / Banking / Finance / Insurance Sales • Good Communication skills • Age : 21 to 32 Years Call or WhatsApp : 78619 85887 HR Janak Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Hello, Greetings from Upgrad Rekrut. We are looking for the candidates who has good knowledge into BFSI Hiring. Location- Gurgoan, Hyderabad & Mumbai Roles and Responsibilities: High-Volume Recruitment: Manage the end-to-end recruitment process for a large number of positions within the Insurance sectors, ensuring a consistent pipeline of qualified candidates. Sourcing & Talent Pool Development: Utilize various sourcing techniques, including job portals, social media, and networking, to identify and attract candidates with relevant experience in Life/Health Insurance. Screening & Interviewing: Conduct initial screening interviews to assess candidate qualifications, fit, and interest in the roles, and coordinate further interview stages with hiring managers. Qualifications: Experience: Minimum of 2 years of experience in volume recruitment, specifically within the NBFC and Insurance sectors. Avoid candidates having experience in hiring for Banks/ Small Finance Banks Education: Any graduate Skills: Strong understanding of the Insurance sectors hiring, well versed with all the Brocking & Insurance Hiring (LI/ GI/ Health) Proficiency in using Applicant Tracking Systems (ATS) and other recruitment tools. Good communication skills, with the ability to build strong relationships with candidates and stakeholders. Ability to manage multiple priorities in a fast-paced environment. Regards, Vandana

Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis For More Details 7374848545- Neelam

Job description: Job Description For TL-Sales: Responsible for managing the operations seamlessly and timely SLA delivery along with maintaining high levels of employee and customer satisfaction Insurance Sales (Health/Motor/Life) Establish & Manage Relationships / Engagement with the Clients. Oversight of team organizes resources, sets goals, call out strategy from Executives and client on a day to day basis, reporting responsibilities Managing day to day Sales targets (B2C Sales) To monitor and document the work schedule of staff and absences. Build strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth Taking weekly and monthly calls with clients to understand the expectations from the teams and provided updates Ensure that all audit-related issues are brought to a close Identify and drive continuous improvements and initiatives in process Coach & mentor Team lead so that they are able to manage their teams better To ensure that all internal customer queries are followed up on a timely basis Collaborate with internal teams. To be the Key contact for all problems and queries with specific business assigned. Take on special projects as per business need Action-Oriented, Integrity and Trust, Perseverance Command Skills, Problem Solving, Drive for results, Standing along and Directing Others Managing & measuring work Ability to handle sales pressure Excellent verbal and written communications skills Strong external and management reporting skills. ISMS Responsibilities: Follow the instructions of Function Heads, operate systems on behalf of Function Heads, and serve users authorized by Function Heads; Provide technical consulting assistance to Function Heads so that information systems can be built and run to best meet business objective; Ensure the safeguarding of information in their possession; Accepts responsibilities for the operation and protection of information assets; and Perform the work as delegated by the by the Function Head Desired Skills and Experience- Proficiency in team management skills to hold meetings and conduct performance reviews to help employees meet Performance Targets Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring. Insurance (Health/Motor/Life) Sales: Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching Ability to communicate and resolve issues that affect Performance Criteria Ability to lead employees on their team to performance of the Performance Criteria. What Do we offer: Best CTC in the industry along with per month incentives, medical insurance, Gratuity. Interested candidates can share their updated resume at Or Can reach on- 8448684083

Key Responsibilities: Lead Conversion: Close sales from warm leads provided by the company, focusing on cross-selling life insurance to existing or potential customers. Direct Sales: Engage directly with customers via calls, video meetings, or in-person when necessary. Agency Coordination: Work closely with agents to support them in closing cases, including product clarification, joint calls, and follow-up. Field Activities (40%): Visit high-potential customers or agents, attend meetings, conduct presentations. Office Tasks (60%): Handle documentation, follow-up via CRM systems, sales planning, and performance reporting. Target Achievement: Meet monthly and quarterly sales targets as per company expectations.

Hiring for SALES OFFICER for Banca Channel-Life Insurance Locations : Karatagi,Sindhnoor ,Gangavathi Preferred candidate profile : Freshers are eligible Education: Any Graduate CTC Range : 2.75LPA If interested share your updated resume on 9032608694 OR email id : snehatalla@tminetwork.com

Job description 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 Bank's 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

Job description 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 Bank's 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

Job description 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 Bank's 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

Job description 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 Bank's 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

Job description 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 Bank's 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

Job description 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 Bank's 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

Job description 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 Bank's 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

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 Bank's 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