332 Personal Banking Jobs - Page 10

We are looking for a highly skilled and experienced Personal Banker to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Develop and implement effective sales plans to meet or exceed monthly and quarterly targets. Stay up-to-date with industry trends and competitor activity to identify potential risks and opportunities. Job Requirements Strong knowledge of liabilities, branch banking, and personal banking products and services. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide effective solutions to clients. Experience working in a similar role within the BFSI industry is preferred. Ability to adapt to changing circumstances and priorities.

We are looking for a highly skilled and experienced Personal Banker to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and ensure client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Stay updated on market trends and competitor activity to stay ahead in the competition. Develop and implement effective sales plans to meet or exceed monthly and quarterly targets. Job Requirements Strong knowledge of liabilities, branch banking, and personal banking products and services. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with small finance banks or similar institutions is preferred. Ability to adapt to changing circumstances and priorities.

We are looking for a highly skilled and experienced professional to fill the role of Receivables Manager - Credit Cards & PL with Equitas Small Finance Bank. Roles and Responsibility Manage and oversee the credit card and PL receivables portfolio. Develop and implement strategies to improve receivables management. Analyze and resolve complex issues related to credit cards and PL. Collaborate with cross-functional teams to achieve business objectives. Monitor and report on key performance indicators (KPIs) for receivables management. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong knowledge of credit cards and PL operations. Experience in managing receivables and collections. Excellent analytical and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills. Proficiency in financial software and systems. About Company Equitas Small Finance Bank is a leading player in the BFSI industry, committed to providing high-quality banking services to its customers.

We are looking for a highly skilled and experienced Personal Banker to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and ensure client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Stay updated on market trends and competitor activity to stay ahead in the competition. Develop and implement effective sales plans to meet or exceed monthly and quarterly targets. Job Requirements Strong knowledge of liabilities, branch banking, and personal banking products and services. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with small finance banks or similar institutions is preferred. Familiarity with CRM software and other banking systems is an advantage.

We are looking for a highly skilled and experienced Personal Banker to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and ensure client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Stay updated on market trends and competitor activity to stay ahead in the competition. Develop and implement effective sales plans to meet or exceed monthly and quarterly targets. Job Requirements Strong knowledge of personal banking products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Strong understanding of the BFSI industry and regulatory requirements. Ability to adapt to changing circumstances and priorities. Candidate should be able to work independently and as part of a team. Salary is competitive with industry standards and includes benefits.

Some careers shine brighter than others. If you re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. The Group Transformation Centre (GTC) Wealth and Personal Banking works with Global Businesses and Functions, to accelerate, orchestrate and deliver change outcomes that help HSBC achieve its strategic priorities. The team manages projects globally across the bank using best-in-class execution skills and delivers at pace to achieve the desired business outcomes on large, complex and cross-function projects. The team utilizes a design-led approach and Agile Methodology to drive change and translate business intent into clearly defined outcomes. GTC delivers cost effective, flexible and outcome focused transformation through: Robust business analysis - working with the business to conceptualize solutions/operating models- Change adoption activities to seamlessly embed change and drive benefits realization We are currently seeking an experienced professional to join our team in the role of Business Analyst In this role, you will: Articulates or translates unstructured information in clear, meaningful and structured way to suit audience. Often acts as an expert within capability, owning features and guiding the teams on their requirements gathering, design, change or implementation approach. Be responsible for implementation management, including planning, controlling and reporting on implementation of the change product . Identify potential risks to service or performance and deals with them proactively; effectively manages review processes to identify quality issues early. Use systemic thinking and creativity in devising solution options by anticipating the issues/ risks and act to mitigate. Be responsible for change planning and audience analysis; through to designing and delivering change interventions (e. g. communications, training, support, organisation alignment); and tracking and taking actions on change readiness, adoption, and feedback. Requirements To be successful in this role, you should meet the following requirements: 4+ years of experience in business analysis and most recent experience preferably in the banking and financial domain. Strong business analysis, requirements gathering and design thinking skills with a mix of business, operations and technology focused projects. Promoter Agile ways of working, and manage requirement life cycle and traceability, experience in digital transformation projects in global banks/consulting firm/ Financial industry. Experience in secured Lending, mortgages and mortgages products like fixed Mortgage and Floating Mortgage, balloon Mortgage Mortgage application process and underwriting Adapt and adhere to the HSBC s ways of working and collaborate with array of stakeholders effectively and inclusively and liaison with cross functional team for execution. Experience in Change management and Change Adoption processes - Plan and implement change intervention to enable smooth transition and embed changes and transition to business as usual, from requirements gathering, communications through to training the final user. Effective communication, inter-personal and negotiating skills. Knowledge of MS Office and business analysis tools and techniques, knowledge of JIRA and Confluence tools. Create required artefacts and to expected standard (e. g. Behavior Driven Development (BDD) in user stories, end-to-end flow diagrams with touchpoints, Confluence documentation for requirements traceability). Plan and lead execution of analysis for prioritized items. The following additional skills would be advantageous: - Certified Business Analysis Professional (CBAP)/ Certification of Capability in Business Analysis (CCBA) If not held, you would be expected to work towards the qualification - Agile Certifications - Design Thinking

Branch Location : Ghatkopar Role Details: Service- Being one-point contact for all service needs of the client for addressing service requirement of customers (like address change, FD closure, etc.) and ensuring all queries & concerns of customers are resolved in a timely manner. Sales- Acquisition of new clients to the bank, and family accounts of existing clients. Pitching and Cross-Selling of different bank products to customers, like Debit Cards, Credit Cards, Insurance, SIPs. Operation- Performing requisite operation activities in branches Overall Job Description Services Providing Seamless, Fast, Easy and Transparent services to clients on the Bank Onboarding of new clients through welcome calling Ensuring client engagement through activation of clients on Mobile app, net banking and other non-branch channels Ensuring requests and queries of clients are resolved within defined TAT Reducing complaint instance, and ensuring resolution of issues within defined TAT Increasing the client stickiness to the bank by selling FD/ locker/ SIP, etc. to the clients Managing client servicing at the branch lobby and ensuring maximum client satisfaction Sales Acquisition of new clients to the bank, and family accounts of existing clients Engagement with customers to increase cross selling and reduce attrition of customers Cross-selling of products - Debit Cards, Credit Cards, Insurance, SIPs, MF, FD, RD Operations Understanding of different process (such as account opening, KYC Process, working on systems at IndusInd Bank) Authorization & audit checks for all operation transactions Handle following duties at Branch: Trade-Business related, Non-Trade related & General Banking operations related. Desired Candidate profile : Graduate/Post Graduate. 2-3 years banking industry experience with at least 1-2 year of service stint in banking / Sales / Services sector. Age : below 32 years Desired Behavioral / Functional Traits Proficient in English & local language with strong communication skills Service attitude & Customer centric approach Natural empathy and a positive attitude towards every situation Comfortable in leveraging client relationship to achieve sales targets Process oriented with in depth knowledge on operations processes Presentable with pleasing and attractive personality. Branch Address - IndusInd Bank Ltd., Ground Floor, Shop No. 1,2, A” Wing, New Vani CHS Ltd., Vallabh Baug Lane, Ghatkopar (East), Mumbai-400077

Role & responsibilities • Responsible for selling banking products to its retail customers. • Team Building • Achieving assigned month on month target, acquiring NTB, campaign activities, zero fraud compliance. • To prospect and meet the potential customers, Understand the Need of the customer and Explain the products and features • Complete A/c opening application forms and obtain all relevant documents to facilitate KYC Norms, ensure necessary verification about bona-fides of customer. Viz., verification with original documents • Achieve sales targets of CASA set in terms of NTB, Value & product mix. • Achieve the budgeted cross sell targets across the designated Product lines. • To maintain the attrition, AOF Rejection Management, Zero Fraud Compliance • Will be responsible to build and train the team and deliver as per the expectation of the bank. Preferred candidate profile Experience in Casa Sales in a Bank Good communication Ability to handle and mentor a team Perks and benefits Attractive salaries plus incentives

Walk in Location : Indusind Bank, RRs Mahalaxmi Mansion, Desai Cross, Pinto Road, Hubli - 580020 Interview Date : Wednesday 20th June 2025 Role Details: Service- Being one-point contact for all service needs of the client for addressing service requirement of customers (like address change, FD closure, etc.) and ensuring all queries & concerns of customers are resolved in a timely manner. Sales- Acquisition of new clients to the bank, and family accounts of existing clients. Pitching and Cross-Selling of different bank products to customers, like Debit Cards, Credit Cards, Insurance, SIPs. Operation- Performing requisite operation activities in branches Overall Job Description Services Providing Seamless, Fast, Easy and Transparent services to clients on the Bank Onboarding of new clients through welcome calling Ensuring client engagement through activation of clients on Mobile app, net banking and other non-branch channels Ensuring requests and queries of clients are resolved within defined TAT Reducing complaint instance, and ensuring resolution of issues within defined TAT Increasing the client stickiness to the bank by selling FD/ locker/ SIP, etc. to the clients Managing client servicing at the branch lobby and ensuring maximum client satisfaction Sales Acquisition of new clients to the bank, and family accounts of existing clients Engagement with customers to increase cross selling and reduce attrition of customers Cross-selling of products - Debit Cards, Credit Cards, Insurance, SIPs, MF, FD, RD Operations Understanding of different process (such as account opening, KYC Process, working on systems at IndusInd Bank) Authorization & audit checks for all operation transactions Handle following duties at Branch: Trade-Business related, Non-Trade related & General Banking operations related. Desired Candidate profile : Graduate/Post Graduate. 2-3 years banking industry experience with at least 1-2 year of service stint in banking / Sales / Services sector. Age : below 30 years Desired Behavioral / Functional Traits Proficient in English & local language with strong communication skills Service attitude & Customer centric approach Natural empathy and a positive attitude towards every situation Comfortable in leveraging client relationship to achieve sales targets Process oriented with in depth knowledge on operations processes Presentable with pleasing and attractive personality. Interested candidates can share their profile to nidhi.hegde@indusind.com

Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank 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. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Role & responsibilities: Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g. forms/checklists, welcome calling, approvals, etc.) Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintains strict vigilance on the quality of forms and documentation provided Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. Audit & Compliance: follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Others: Maintains highest levels of discipline (punctuality, attendance, grooming standards etc.) in the office Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the DBM. Manages Local Vendors /agency relationships to ensure smooth execution of transaction • Completes Branch upkeep & maintenance and control over the cost People Management or Self-Management Responsibilities: Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities: Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Hiring for the role of Priority Banking Relationship Manager (PBRM) at Grade: Manager Key Requirements: Minimum 6 years of experience in handling HNI clients or portfolio management Strong background in liability sales Excellent communication skills Graduation is mandatory; Post-Graduation preferred Important: Candidates with less than 6 years of relevant experience or without liability sales background are requested not to apply.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Location: Bengaluru,Hyderabad,Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Location: Bengaluru,Hyderabad,Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat

Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Excellent Comms Smart & confident exp in Sales & Service Customer service executives in global banks based in India handling sales and service Wealth Management and Insurance, Virtual Relationship Other sector – Hospitality, Real estate, Ed Tech etc Required Candidate profile If Interested then Call or Whats App HR Anika @ 7738581678 Perks and benefits 3lac worth insurance, Huge Incentive, No Probation

Excellent Comms Age upto 32 years Min 3 yrs in Sales & Service Customer service executives in global banks based in India handling sales and service Wealth Management and Insurance Other sectors – Hospitality, Real estate, Ed Tech etc Required Candidate profile If Interested then Call or Whats App HR Ashwini @ 8591702057 Perks and benefits 3lac worth insurance, Huge Incentive, No Probation

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Note: 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC Stock broking firms as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

Some careers shine brighter than others. If you re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in ~64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. The Group Transformation Centre (GTC) Wealth and Personal Banking works with Global Businesses and Functions, to accelerate, orchestrate and deliver change outcomes that help HSBC achieve its strategic priorities. The team manages projects globally across the bank using best-in-class execution skills and delivers at pace to achieve the desired business outcomes on large, complex and cross-function projects. The team utilises a design-led approach and Agile Methodology to drive change and translate business intent into clearly defined outcomes. GTC delivers cost effective, flexible and outcome focused transformation through:Robust business analysis - working with the business to conceptualize solutions/operating models. Change adoption activities to seamlessly embed change and drive benefits realisation We are currently seeking an experienced professional to join our team in the role of Lead Business Analyst In this role, you will: Articulates or translates complex information in clear, meaningful and structured way to suit audience. Often acts as an expert across multiple projects or programmes simultaneously, owning capability and guiding the teams on their requirements gathering, design, change or implementation approach. May conduct one off business research and analysis tasks related to programme or project scope. Be responsible for implementation management, including planning, controlling and reporting on implementation of the change product . Identify potential risks to service or performance and deals with them proactively; effectively manages review processes to identify quality issues early. Use systemic thinking and creativity in devising solution options by anticipating the issues/ risks and act to mitigate; handle any unforeseen roadblocks swiftly and effectively. Understand the Group s priorities, business drivers, competitors and competitive strategy to help drive strategically aligned solutions, considering aspects of risk/reward and question small-scale business decisions that do not demonstrate alignment to the Group s commercial strategy. Bring structure and order to undefined problems and/or large scale problems, making them easier to address and evaluate relative costs, benefits and obstacles of potential solutions before implementing. Be responsible for change planning and audience analysis; through to designing and delivering change interventions (e. g. communications, training, support, organisation alignment); and tracking and taking actions on change readiness, adoption, and feedback. Evaluates relative costs, benefits and obstacles of potential solutions before implementing. Requirements To be successful in this role, you should meet the following requirements: 12+ years of experience in business analysis and Experience of working on Change the Bank and Compliance/Regulatory projects in Payments, capacity of Business Analyst. Strong business analysis, requirements gathering and design thinking skills with a mix of business, operations and technology focused projects. Agile expertise, requirement life cycle management and traceability, experience in digital transformation projects in a global banks/consulting firm/ Financial industry Strong understanding of Retail banking & how change drives benefits for bank, customers and other stakeholders. Strong Experience in domestic/Cross-Border Payments, Mobile /Web Browser Payments/Wallets, ISO20022 Migration, multiple Payment rails exposure, Operational impact, Exception scenarios handling on payment journey and experience in handling Customer facing changes in Digital channels Adapt and adhere to the HSBC s ways of working and collaborate with array of stakeholders effectively and inclusively and liaison with cross functional team for programme execution. Experience in Change management and Change Adoption processes - Plan and implement change intervention to enable smooth transition and embed changes and transition to business as usual, from requirements gathering, communications through to training the final user. Effective communication, inter-personal and negotiating skills. Knowledge of MS Office and business analysis tools and techniques, knowledge of JIRA and Confluence tools. Create required artefacts and to expected standard (e. g. Behavior Driven Development (BDD) in user stories, end-to-end flow diagrams with touchpoints, Confluence documentation for requirements traceability). Demonstrate Leadership, support, coaching and development for Analysts. Lead planning analysis activity with optimal use of resources to help define and track metrics and KPIs for the product. Promote the Scaled delivery approach for multimarket implementation and use of customer, product, and operational procedural insights to optimise experience and propositions. The following additional skills would be advantageous: Certified Business Analysis Professional (CBAP) If not held, you would be expected to work towards the qualification Agile Certifications Design Thinking

Some careers shine brighter than others. If you re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in ~64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. The Group Transformation Centre (GTC) Wealth and Personal Banking, sits within our Global Service Centre (GSC). It works with Global Businesses and Functions, to accelerate, orchestrate and deliver change outcomes that help HSBC achieve its strategic priorities. The team manages projects globally across the bank using best-in-class execution skills and delivers at pace to achieve the desired business outcomes on large, complex and cross-function projects. The team utilises a design-led approach and Agile Methodology to drive change and translate business intent into clearly defined outcomes. GTC delivers cost effective, flexible and outcome focused transformation through: Robust business analysis - working with the business to conceptualize solutions/operating models- Change adoption activities to seamlessly embed change and drive benefits realization We are currently seeking an experienced professional to join our team in the role of Associate Project Manager In this role, you will: Articulates or translates complex information in clear, meaningful and structured way to suit audience. Often acts as an expert across multiple projects or programmes simultaneously, owning capability and guiding the teams on their requirements gathering, design, change or implementation approach. May conduct one off business research and analysis tasks related to programme or project scope. Be responsible for implementation management, including planning, controlling and reporting on implementation of the change product . Identify potential risks to service or performance and deals with them proactively; effectively manages review processes to identify quality issues early. Use systemic thinking and creativity in devising solution options by anticipating the issues/ risks and act to mitigate; handle any unforeseen roadblocks swiftly and effectively. Understand the Group s priorities, business drivers, competitors and competitive strategy to help drive strategically aligned solutions, considering aspects of risk/reward and question small-scale business decisions that do not demonstrate alignment to the Group s commercial strategy. Bring structure and order to undefined problems and/or large scale problems, making them easier to address and evaluate relative costs, benefits and obstacles of potential solutions before implementing. Be responsible for change planning and audience analysis; through to designing and delivering change interventions (e.g. communications, training, support, organisation alignment); and tracking and taking actions on change readiness, adoption, and feedback. Evaluates relative costs, benefits and obstacles of potential solutions before implementing. Accountability for driving Transaction Banking strategic and RC delivery collaborating with cross-functional teams, working closely with the Product Management leadership in VS, SVS Delivery Leads, VS Delivery Leadership and the Product Leads across various WPB markets. Requirements To be successful in this role, you should meet the following requirements: 12 + years of experience in hybrid role Delivery management business analysis and most recent experience preferably in the banking and financial domain. Agile expertise, requirement life cycle management and traceability, experience in digital transformation projects in a global banks/consulting firm/ Financial industry Strong experience/exposure in managing complex multi-market delivery, Change the Bank and Compliance/Regulatory projects in Payments, capacity of Project Manager/Delivery manager. Must possess strong domain understanding of FX Payments; Domestic Payments; Cross Border Payments; Card related Payments; Digital Transformation-Retail Channels. Adapt and adhere to the HSBC s ways of working and collaborate with array of stakeholders effectively and inclusively and liaison with cross functional team for programme execution. Experience in Change management and Change Adoption processes - Plan and implement change intervention to enable smooth transition and embed changes and transition to business as usual, from requirements gathering, communications through to training the final user. Effective communication, inter-personal , negotiating and Stakeholder Management.skills. Knowledge of MS Office and business analysis tools and techniques, knowledge of JIRA and Confluence tools. Create required artefacts and to expected standard (e.g. Behavior Driven Development (BDD) in user stories, end-to-end flow diagrams with touchpoints, Confluence documentation for requirements traceability). Certified Business Analysis Professional (CBAP) If not held, you would be expected to work towards the qualification , Agile Certifications; Design Thinking Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.7) Manage the portfolio to de-risk against attrition and achieve stability of book.8) Manage the key performance indicators at the highest level.9) Manage the customer transition with utmost sensitivity.10) Ensure compliance with these policies and procedures on an ongoing basis.11) Any suspicious transaction must immediately be reported to the supervising officer. Candidate Profile : 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Location: Bengaluru,Hyderabad,Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat,Navi Mumbai Delhi, NCR, Ahemdabad, Vadodra

Job description Role & responsibilities Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g. forms/checklists, welcome calling, approvals, etc.) Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintains strict vigilance on the quality of forms and documentation provided Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. Audit & Compliance: follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Others: Maintains highest levels of discipline (punctuality, attendance, grooming standards etc.) in the office Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the DBM. Manages Local Vendors /agency relationships to ensure smooth execution of transaction • Completes Branch upkeep & maintenance and control over the cost People Management or Self-Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.