332 Personal Banking Jobs - Page 12

: Job TitlePrivate Banking Advisor, Associate LocationMumbai, 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

: Job TitlePrivate Banking Advisor, Associate LocationMumbai, 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

Business Analyst , Project Manager and PMO - BFSI - Global Banks

Branch Location : Nariman Point Branch Interview Date : Saturday 31st May 2025 from 10:30 AM to 2 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. Nariman Point Branch - IndusInd Bank Ltd., Shop no 2/3, Atlanta Building, Ground Floor, Nariman Point, Mumbai - 400021.

About The Role : Job Title Private Banking Advisor, Associate LocationMumbai, 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.

The Mainframe with cards role involves working with relevant technologies, ensuring smooth operations, and contributing to business objectives. Responsibilities include analysis, development, implementation, and troubleshooting within the Mainframe with cards domain.

The Mainframe with cards role involves working with relevant technologies, ensuring smooth operations, and contributing to business objectives. Responsibilities include analysis, development, implementation, and troubleshooting within the Mainframe with cards domain.

Join our Consumer & Community Banking division at JP Morgan Chase, where we serve our customers with a range of financial services, including personal banking, credit cards, mortgages, and more. Were a leading force in the U.S. market, boasting the most-used digital solutions and ranking first in customer satisfaction. This role, as part of the Consumer Banking Finance team, offers the opportunity to strategically manage capital, promote growth, maintain financial reporting, and manage risk. As an Analyst, youll be responsible for delivering key management reports and handling adhoc reporting requests, ensuring the company can navigate all market conditions while protecting our fortress balance sheet. A Job Summary section should be added to the job description following the required format. For example "As a Financial Planning & Analysis- Analyst within the Consumer Banking Finance team, you will be responsible for delivering key management reports, handling adhoc reporting requests, and providing insightful commentary in reports. You will play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle. You will also support CCAR, Risk Appetite and other regulatory reporting processes as appropriate. This role provides an opportunity to work directly with senior managers and influence direction. Job Responsibilities Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality Handle adhoc requests coming from senior management on metrics and PnL lines in a timely manner by understanding the context of the requests. Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner. Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle. Handle month close related deliverables including review decks and walks. Support CCAR, Risk Appetite and other regulatory reporting processes as appropriate. Continuously look at opportunities to simplify / automate / Dashboard BAU processes Required qualifications, capabilities, and skills Proven ability to take initiative, influence others, and achieve results Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks. Strong communication, presentation, planning, and inter-personal skills. Confidence to work directly with senior managers to influence direction and provide a counter point. CA / MBA / CWA with at least 1 year of experience in financial planning and analysis Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions Strong knowledge of Excel and Powerpoint Preferred qualifications, capabilities, and skills Knowledge and experience of SQL, Alteryx, Python, Data Science, Artificial Intelligence and Machine Learning

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

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

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI 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 NRI relationship with additional revenue potential and grow business. Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio 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 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 Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or WhatsApp Number 9893057024

Branch Location : Opera House Branch Interview Date : Wednesday 28th May 2025 from 10:30 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

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. Job Responsibilities(JR) Actionable Sales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins Portfolio Referrals Friends Associates Family members Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards Activation Pitch for enhancement of limits Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers MF/Insurance/RBI Bonds Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. Calling of customers who have not transacted and know the reasons. Escalate to BM Product on any change in market situation threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit To ensure such customers are engaged and brought back to bank fold To cross sell loan products with other banks for which such transfer may take place To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers Includes persuading the customer to continue and if required renew FDs Monitor large amount movements account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Managing Classic Portfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievement of income plans and other benchmarks within portfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customer services Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. Preventive complaint management Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Insurance CAM MF Fund houses personnel HSL personnel

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-6 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships and transactions. Strong analytical and decision-making skills to provide sound investment advice.

To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Branch Location : Juhu & Prabhadevi (365 Days) Branch Interview Date : Tuesday 27th May 2025 from 10:30 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. Prabhadevi Branch : IndusInd Bank Limited, Ground Floor, Marathe Udyog Bhavan, Next to Skoda Showroom, Appa Saheb Marathe Marg, Mumbai - 400025. Juhu Branch : IndusInd Bank Ltd., Ground Floor, Sonbar Building, Plot No.13, 10th Road, Juhu, Mumbai-400049

Looking for Bank Officer/ Relationship Officer Location: Meerut Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry. Achieving overall numbers and value targets as per scorecard.

Join our Consumer Community Banking division, providing a variety of financial services to our Chase customers, including personal banking, credit cards, mortgages, and more. Were a leading force in the U.S. for credit card sales and deposit growth, with top-rated digital solutions and customer satisfaction. As part of the Control Management team, youll help maintain a robust control environment, focusing on control design, risk identification, and control governance. This role offers the chance to work across different business lines and functional areas, supporting our Consumer Community Banking division in serving millions of customers and small businesses. This is a unique opportunity for career growth and skill development in a leading company, ideal for those passionate about expertise and high performance in a fast-paced, challenging environment. As a Controls Program Manager within our Consumer Community Banking division, you will have the opportunity to collaborate across various lines of business and functional areas. You will be part of a dynamic team that supports millions of consumers and small businesses. We are looking for team members who are passionate about being subject matter experts and performing at a high level in a fast-paced and challenging environment. This role offers the potential for career growth and skill development in a market-leading company. Job Responsibilities Prepare and compile meeting materials for executive-level meetings, ensuring adherence to aesthetic guidelines while maintaining accuracy, timeliness, and understandability of the information included. Collaborate with stakeholders to gather reporting topics for Committees led by Control Management, proof and consolidate materials, and coordinate, lead, and participate in executive-level pre-sessions within tight timeframes. Engage business partners to identify reporting requirements for the Committee. Coordinate and participate in reporting-related review meetings and development forums. Perform ongoing analysis of program-related data and develop ad-hoc reports as requested. Develop and maintain procedures for reporting, analysis, and other related deliverables. Proactively research best practices and learn new technologies and systems. Participate in project/program activities involving data preparation, document creation, and oral presentation of analytical results. Engage with control colleagues across the firm, including business, operations management, legal, compliance, risk, audit, regulators, and technology control functions. Required qualifications, skills and capabilities Excellent organizational skills; able to manage and prioritize assigned tasks across several groups and team leads Experience leading and implementing program requirements Experience using various Business Intelligence tools Strong problem solving and analytical skills Large Language Model experience and continued educational learning for practical implementation. Bachelor s degree or equivalent experience required. 3+ years of financial service experience in controls, audit, quality assurance, risk management, or compliance Knowledge of control and risk management concepts with knowledge of CORE system.

Requirement Name / Title Data Science Lead No of Positions 2 Band C1 Experience 9+ years Work Location Chennai/Kochi/Pune Shift General Shift Notice Immediate to 30 Days Mandatory Skills Data Science, ML, DL, Python for Data Science, Tensorflow, Pytorch, Django, SQL, MLOps Preferred Skills NLP, Gen AI, LLM, PowerBI, Advanced Analytics, Banking exposure Job Description / Roles Responsibilities (in Detail) Strong understanding of Data Science, machine learning and deep learning principles and algorithms. Proficiency in programming languages such as Python, TensorFlow, and PyTorch. Experienced data scientist who can using python build various AI models for banking product acquisition, deepening, retention. Drive data driven personalisation, customer segmentation, in accordance with banks data privacy and security standards Expert in applying ML techniques such as: classification, clustering, deep learning, optimization methods, supervised and unsupervised techniques Optimize model performance and scalability for real-time inference and deployment. Experiment with different hyperparameters and model configurations to improve AI model quality. Ensure AI ML solutions are developed, and validations are performed in accordance with Responsible AI guidelines Standards Working knowledge ane experience in ML Ops is a must and engineering background is preferred Excellent command of data warehousing concepts and SQL Knowledge of personal banking products is a plus

1. Client Relationship Management: Establish and maintain relationships with clients, understanding their financial requirements and providing tailored loan solutions. 2. Loan Assessment: Evaluate the creditworthiness of clients, reviewing financial statements, and credit reports to make lending decisions. 3. Loan Structuring: Structure loan deals that meet the specific needs of clients, ensuring they align with the NBFC's risk appetite and profitability goals. 4. Loan Portfolio Growth: Work on expanding the personal loan portfolio, acquiring new clients, and cross-selling other financial products and services. 5. Compliance: Ensure that all lending practices adhere to regulatory requirements and internal policies, including KYC (Know Your Customer) and AML (Anti-Money Laundering) procedures. 6. Market Research: Stay informed about market trends and competition to identify opportunities for personal loan growth. 7. Customer Service: Provide ongoing support and excellent customer service to business clients, addressing their inquiries and concerns

1. Client Relationship Management: Establish and maintain relationships with clients, understanding their financial requirements and providing tailored loan solutions. 2. Loan Assessment: Evaluate the creditworthiness of clients, reviewing financial statements, and credit reports to make lending decisions. 3. Loan Structuring: Structure loan deals that meet the specific needs of clients, ensuring they align with the NBFC's risk appetite and profitability goals. 4. Loan Portfolio Growth: Work on expanding the personal loan portfolio, acquiring new clients, and cross-selling other financial products and services. 5. Compliance: Ensure that all lending practices adhere to regulatory requirements and internal policies, including KYC (Know Your Customer) and AML (Anti-Money Laundering) procedures. 6. Market Research: Stay informed about market trends and competition to identify opportunities for personal loan growth. 7. Customer Service: Provide ongoing support and excellent customer service to business clients, addressing their inquiries and concerns

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 Qualifications 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 Valid NISM certification. 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.

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 you ll 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 qualification required 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 need

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 you ll 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 qualification required 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 need

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 you ll 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 qualification required 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 need