Jobs
Interviews

332 Personal Banking Jobs - Page 11

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

5.0 - 8.0 years

10 - 20 Lacs

Thane

Work from Office

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 as a Relationship Manager- Pioneer BurgundyPriority/ 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.

Posted 1 month ago

Apply

2.0 - 6.0 years

5 - 10 Lacs

Mumbai

Work from Office

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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. Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction. The role holder will be responsible for the Banking proposition management initiatives, with a primary focus on performance management. The NRI business seeks to enhance the Group s share of wallet from the Non-Resident Indian (NRI) community. The key focus of this role is to enhance the customer experience ensuring International Service standards are high, and by joining up with overseas entities in key markets to make HSBC more relevant to the NRI community. The key focus of this role is to develop, grow and establish the NRI Proposition, by significantly increasing the International Customer base (NRI/PIO) in INM through varied activities such as identifying new geographies to implement the NRI business model, introducing new models for customer acquisition overseas We are currently seeking an experienced professional to join WPB OI team. Principal Responsibilities To manage cross border proposition and process To own client life cycle management and client communication to increase client experience To drive business metrics and delivery through branches, contact center and RMs To work closely with overseas HSBC entities, teams, and branches to enhance the international proposition To work closely with control, compliance, operations etc. , teams to create/enhance customer journeys, processes, product offering in adherence to cross border framework and local regulatory guidelines Manage BAU activities, reporting s, control checks etc To conduct portfolio analytics to drive business objectives and efficacy across channels Stakeholder management is a key to the role requirement both global as well as local. Strict adherence with Group strategy/policies, managing approvals/changes maintain operational control To be open, connected, and dependable and act with courageous integrity always. Full compliance with internal policies, procedures, and compliance requirements Insightful understanding of local competitor strategies. Ability to position and differentiate the NRI Proposition from competitors The jobholder must consult with various departments and functions to identify the service gaps and set timeframes for addressing the issues, in order to deliver better service and to optimize results for maximum benefit to the customer. The jobholder must coordinate with various NRCs overseas to ensure that each one of them operates as per the prescribed operations/service standards The job holder must ensure quick resolution of the escalated complaint cases from NRI customers by coordinating with multiple units Another crucial challenge is to leverage the Group network and significantly increase the NRI footprint in a highly competitive and dynamic environment with established players The jobholder is expected to proactively take steps to ensure that productivity is kept high, costs are kept low, and customers are satisfied with the service delivery and product offering Requirements Minimum Education Bachelors (BA/BS) /Masters (MBA 2year of experiences Useful Link Link to Careers Site: Click HERE HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. 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.

Posted 1 month ago

Apply

5.0 - 8.0 years

10 - 20 Lacs

Mumbai, Thane, Navi Mumbai

Work from Office

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- 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

Posted 1 month ago

Apply

5.0 - 10.0 years

10 - 15 Lacs

Mumbai, Hyderabad, Bengaluru

Work from Office

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

Posted 1 month ago

Apply

5.0 - 8.0 years

6 - 10 Lacs

Mumbai, Thane, Chandigarh

Work from Office

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. Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of Portfolio Management segment, Mutual Funds, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location : - Navi Mumbai Delhi, NCR, Ahemdabad, Vadodra, Mumbai,Thane,Chandigarh,Bengaluru,Hyderabad,Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat

Posted 1 month ago

Apply

1.0 - 5.0 years

3 - 7 Lacs

Mumbai, Chandigarh, Thane

Work from Office

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: Mumbai,Thane,Chandigarh,Bengaluru,Hyderabad,Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat

Posted 1 month ago

Apply

2.0 - 7.0 years

2 - 4 Lacs

Bengaluru

Work from Office

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 Bank’s 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 #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Preferred candidate profile

Posted 1 month ago

Apply

0.0 - 5.0 years

3 - 4 Lacs

Thane, Dombivli, Mumbai (All Areas)

Work from Office

Indian Bank hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalation Outbound NRI Customer Service Virtual Care Officer Retail lability-outbound Sales Call 7738521154 Harpreet www.hyfly.in Required Candidate profile Handle inbound Video calls of the customer to complete the full KYC Verify the details submitted by the customer while opening the account Ensure KYC is completed by the right party only Cross-selling

Posted 1 month ago

Apply

5.0 - 10.0 years

8 - 14 Lacs

Bareilly, Ayodhya

Work from Office

Roles and Responsibilities 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

Posted 1 month ago

Apply

5.0 - 9.0 years

8 - 15 Lacs

Prayagraj, Kanpur, Agra

Work from Office

Roles and Responsibilities 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

Posted 1 month ago

Apply

4.0 - 9.0 years

9 - 14 Lacs

Pune

Work from Office

Job description Roles and Responsibilities 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

Posted 1 month ago

Apply

6.0 - 10.0 years

8 Lacs

Varanasi, Bengaluru

Work from Office

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network of offices , delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets . Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply NISM certificate Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Posted 1 month ago

Apply

1.0 - 4.0 years

1 - 4 Lacs

Nagar, Bengaluru

Work from Office

We are looking for a highly skilled and experienced Personal Banker to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-4 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective banking strategies to achieve business objectives. Build and maintain strong relationships with clients to understand their financial needs. Provide expert advice on various banking products and services. Identify new business opportunities and expand existing customer relationships. Collaborate with internal teams to ensure seamless delivery of banking solutions. Stay updated with market trends and competitor activity to stay ahead in the competition. Job Requirements Strong knowledge of banking operations, including sales, customer service, and relationship management. 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 provide expert advice. Experience working with small finance banks or similar institutions is preferred. Familiarity with regulatory requirements and compliance procedures is essential.

Posted 1 month ago

Apply

4.0 - 6.0 years

1 - 4 Lacs

Sangamner, Jaipur

Work from Office

We are looking for a skilled Personal Banker to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 4 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective banking strategies to achieve business objectives. Build and maintain strong relationships with clients to understand their financial needs. Provide expert advice on investment products and services to clients. Manage and grow a portfolio of high net worth individual (HNI) clients. Collaborate with internal teams to deliver exceptional customer service. Identify new business opportunities and expand existing client relationships. Job Requirements Strong knowledge of banking operations, including sales, customer service, and compliance. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze financial data and provide informed investment advice. Strong problem-solving and analytical skills to resolve complex client issues. Experience working in a fast-paced environment with multiple priorities and deadlines. Proficiency in using banking software and technology to manage client portfolios.

Posted 1 month ago

Apply

3.0 - 4.0 years

1 - 4 Lacs

Sirsa

Work from Office

We are looking for a highly skilled and experienced Personal Banker to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 3-4 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base. Provide excellent customer service and ensure high levels of client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Stay up-to-date with market trends and competitor activity to stay ahead in the industry. Build and implement effective sales strategies to meet or exceed monthly and quarterly targets. Job Requirements Strong knowledge of banking products and services, including savings accounts, loans, and credit cards. Excellent communication and interpersonal skills to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide solutions to clients. Experience working in a similar role within the BFSI industry is preferred. Ability to adapt to changing circumstances and priorities.

Posted 1 month ago

Apply

3.0 - 4.0 years

1 - 4 Lacs

Rohtak

Work from Office

We are looking for a highly skilled and experienced Personal Banker to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 3-4 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective banking strategies to achieve business objectives. Build and maintain strong relationships with clients to increase sales and revenue. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to develop and implement marketing campaigns. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of banking products and services, including savings accounts, loans, and credit cards. 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 analyze market trends and competitor activity. Experience working in a similar role within the BFSI industry is preferred. Ability to adapt to changing circumstances and priorities.

Posted 1 month ago

Apply

3.0 - 8.0 years

2 - 5 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

Branch Location : Opera House & Prabhadevi Branch Interview Date : Friday 6th June 2025 from 11 AM to 4 PM 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. Interested candidates can walk-in to below mentioned address for an interview. Opera House Branch - IndusInd Bank Ltd., IndusInd House, 425, Dr. D. B. Marg, Opera House, Mumbai 400004. Prabhadevi Branch - IndusInd Bank Ltd., Ground Floor, Marathe Udyog Bhavan, Next to Skoda Showroom, Appa Saheb Marathe Marg, Prabhadevi, Mumbai-400025.

Posted 1 month ago

Apply

2.0 - 7.0 years

1 - 5 Lacs

Udaipur

Work from Office

Superior Service Delivery: RM is primary point of contact for all client requirements, however, the sales nature of RM role requires him to be out of the Branch and not able to coordinate for service requirements of the client. YES FIRST Service Anchor will ensure delivery of superior service to YF clients through: First Time Right on all internal and external processes regarding banking and investment requirements of mapped clients Take ownership for end to end closure and delivery of service to YES FIRST clients through coordination for service and transactional requirements Provide a product and process level expertise to YF clients to ensure that service standards are met• Service Support of the RM for Client Ensure continuity of client engagement on the service delivery front in case of unavailability of RM due to various RM leave, Attrition Gap Period. During the RM absence, while the sales and productivity is deferred, continuity is engagement is critical on the service front in order to ring fence the client. This is even crucial considering that most attriting RMs join the competition• In bound RM engagement :The proposed branches for YF Service Anchor has base of YES FIRST clients > 400 whereby walk-in of YES FIRST clients is a regular feature. At the time of Walk-in of YF client, following is important Attend to walk-in of YF clients if any and engage with clients and provide unified service face Provide single point of ownership to resolve service query across products Pro-active Service Responsibility and Ownership Success of client service delivery forms a key base for YBL ability to engage with client on channel activation and cross sell. Making a pro-active engagement with clients over phone just to take stock of overall service satisfaction or solve any pending service grievance will go a long way to ensure service satisfaction for YF clients• Create auto model for eliminating escalations Service Anchor is required to ensure all service delivery issues of Yes First clients resolved at branch level with near zero escalations.• Personal Integrity Maintain customer privacy & ensure that there is no compromise on customer information with third party. Maintain & follow Yes Personality guidelines & keep oneself updated with basic Banking regulations/knowledge Team Work Being proactive to take on work to balance the team workload without compromise on core deliverables & able to communicate well with staff of all levels Interested Candidate can share me your updated resume kalpana.roy.ext@yesbank.in/7021234831

Posted 1 month ago

Apply

1.0 - 2.0 years

3 - 4 Lacs

Bengaluru

Work from Office

As an Associate Credit Operations Analyst at Bluevine you'll be responsible for gathering and analyzing data to verify the creditworthiness of the borrower. Associate Credit Operations Analysts at Bluevine should be able to multi-task and deliver accurate results within established service level timeframes. Associate Credit Operations analysts will work alongside the Credit Analysis Manager, underwriting team and are exposed to all aspects of FinTech operations in a high-growth startup environment. WHAT you'll DO: Review loan applications to verify credit qualification criteria and financial data assessment. Support the Credit Operations Manager by answering questions, providing feedback, and investigating escalated issues. Analyze bank data, public data, and conduct KYC, and KYB on all applicants. Identify gaps in automation and process improvements in the borrower application process. Assist the Loan Servicing department in the maintenance of loan files and closing requirements. Work on routine assignments and ad-hoc projects that require limited judgment. WHAT WE LOOK FOR: Minimum of 6 months+ of experience as credit analyst, consumer/business lending, personal banking, or similar. Analytical and problem-solving skills. Passion for delivering a great customer experience. Impeccable judgment and acute attention to detail. Excellent communication skills (oral & written). Track record of high-performance. Familiarity with underwriting loans, financial statements and tax documents is a plus. Banking or Fintech experience is a plus. Benefits & Perks Excellent group health coverage and life insurance Stock options Hybrid work model Meal allowance Transportation assistance (terms and conditions apply) Generous paid time off plan, Holidays Company-sponsored mental health benefits Financial advisory services for both short- and long-term goals Learning and development opportunities to support career growth Community-based volunteering opportunities

Posted 2 months ago

Apply

2.0 - 7.0 years

4 - 9 Lacs

Panipat

Work from Office

Dear Candidate, We are hiring for the role of Bank Officer Branch Banking, Bank Officer Business Accounts and Relationship Manager Royale, Relationship Manager Business Accounts forPanipat branch. Candidates with banking experience only will be considered. Interested candidates may Walkin for interview on 4th June between 10;30 am to 2:00 pm at Panipat ranch. Venue- Ward No 19, Dayal Property, Grand Trunk Rd, near Mid Town Hotel, Jagjivan Ram Colony, Panipat, Haryana 132103 Regards Baljit Kaur Saggoo HR Manager

Posted 2 months ago

Apply

1.0 - 6.0 years

2 - 7 Lacs

Surat

Work from Office

Dear Candidate, Invite for Walk-In-Interview If you have already attended ESAF SMALL FINANCE BANKs interview on call/face to face in the last six months and mistakenly received this call letter email, kindly ignore it. You cannot attend ESAF Bank Interview again (You may attend the interview only after the completion of 6 months). Interview Date: 06-06-2025 (Friday) Interview Address: ESAF SMALL FINANCE BANK, 21St Century Building, Ground Floor, Near World Trade Centre, Udhna Darwazha, Surat- 395002 Interview Timing: 10:00 AM to 03:00 PM Your Job Role Fitment: As per the interview panel decision based on your overall experience, Interview performance, and the current role you are handling Positions : 1. Sales Officer Age- 23 to 32, Experience of 1-2 years in Branch Banking Customer Acquisition and Sales. 2. Gold Loan Officer Age- 23 to 32, Experience of 1-2 years in Gold Appraisal, knowledge on gold loan operation. MANDATORY TO FOLLOW THE INSTRUCTIONS All COVID-related guidelines and precautions need to be followed, if not, the candidate will not be allowed inside the premises for an interview. REFERRING YOUR FRIENDS FOR ABOVE SAID SUITABLE POSITIONS WILL ALSO BE APPRECIATED. Regards, HR ESAF SMALL FINANCE BANK

Posted 2 months ago

Apply

0.0 - 4.0 years

2 - 3 Lacs

Noida, Faridabad, Gurugram

Work from Office

Personal bankers help clients manage their money so as to balance risk. Personal bankers may also be referred to as commodities, securities, or financial services sales agents. They are responsible for undertaking banking duties and overseeing...

Posted 2 months ago

Apply

1.0 - 6.0 years

3 - 4 Lacs

Pune

Work from Office

company name- Bajaj Relationship Manage - online digital manager profile sales male and female 1 year exp. Life Insurance sales background age up to 35 graduation good Hindi good English required more-8412949140

Posted 2 months ago

Apply

2.0 - 7.0 years

2 - 7 Lacs

Noida, Pune

Work from Office

Personal Banker profile in BPO/Captive(International) 5 days working 2 rotational offs Grads + 2 yrs exp in International BPO Required Candidate profile Call n Ping - (VED) 9821726929 Email ved.imaginators@gmail.com Excellent communication

Posted 2 months ago

Apply

6.0 - 8.0 years

6 - 10 Lacs

Noida

Work from Office

: Job TitlePrivate Banking Advisor, Associate LocationNoida, India 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 we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above 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 Exp should be 6 12 Years in relevant field. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs 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.

Posted 2 months ago

Apply
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Featured Companies