1477 Retail Banking Jobs - Page 14

*We Are Hiring for Sales Manager Biggest Banking Company* Job Title: CASA Sales Manager Department: Retail Banking / Liabilities Location: [Insert Location] Reports To: Vertical Head *Job Purpose:* To lead a team of sales executives or officers in acquiring new CASA (Current Account and Savings Account) customers, deepen existing relationships, and drive overall growth in the retail liabilities portfolio. *Key Responsibilities:* Sales & Business Development: Drive CASA acquisition through direct and indirect sales channels. Develop strategies to increase branch CASA book size. Achieve monthly/quarterly sales targets for CASA accounts and cross-selling products (e.g., term deposits, debit cards). *Team Management:* Manage a team of CASA Sales Officers/Executives. Monitor and guide team performance through regular reviews and field support. Motivate and coach the team to achieve individual and group targets. *Market Intelligence:* Conduct market research to identify new opportunities and customer needs. Monitor competitor activity and recommend counter-strategies. *Customer Relationship Management:* Ensure high levels of customer service and satisfaction. Resolve customer queries, complaints, and issues effectively and efficiently. *Compliance & Reporting:* Ensure adherence to all regulatory and bank guidelines. Maintain accurate records and reports related to CASA sales, customer interactions, and market feedback. *Key Skills & Competencies:* Strong leadership and people management skills Excellent communication and interpersonal skills Sales planning and forecasting ability Customer-focused mindset Strong understanding of banking products and compliance requirements *Qualifications:* Graduate/Postgraduate in Business Administration, Finance, or related field Minimum 25 years of experience in Team Handling in retail banking sales, preferably with CASA products Prior experience in team handling roles is preferred *Salary & Benefits:- 4.5 LPA to 5 LPA* [Insert details based on your organization’s policy] Performance-based incentives Travel allowance (if applicable) Insurance and retirement benefits & PF. *Aman@innov.in* *@8307237705.*

Job Requirements Job Requirements Role/Job Title: Sales Manager - Gold Loan Function/ Department: Gold Loan Job Purpose: The role entails the responsibility of generating gold loan business through different channels. It includes administering and training a team of Direct Selling Teams to expand gold loan business in that locality/branch. Roles & Responsibilities: Ensuring Monthly Sales targets are meet with acquisition in NTB (New to Bank) and ETB (Existing to Bank) customers. Existing liability customers are pitched for gold loans. Ensure month on month growth in EOP (Execution only platform) Assets for Gold loan business/per branch. Fee Income should be Minimum 1% of total disbursals. Customer Follow ups to be done at regular intervals for timely renewal of cases to ensure Minimum renewal pending cases. Co-ordination with valuers to be done time to time basis. Ensure most of the customers are aligned to pay valuation charges as per product norms. Ensuring healthy collections with Nil First equated monthly instalment / First presentation Default and minimizing fresh flow in Bucket X. PSL (Priority sector lending) Tagging and should be aware about PSL norms. Helping branch liability team in Audits and ensuring proper communications to customer before any packet Opening. Conduct Marketing activities in the local market for generating NTB gold loan customers. Willingness to work extensively in the field and travel across the region on short notice. Carrying out ad-hoc activities as per the requirement of the department. Proficient in MS - Word /Excel and power point Personal drive and positive work ethic to deliver results within tight deadlines and in demanding situation. Education Qualification: Graduation: Any Graduate. Post-graduation: MBA. Experience: 2-10 year of experience in retail banking, preferably with exposure to lending products

About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction. Key Skills: Communication : Excellent verbal and written communications skills for interacting with team members and customers Sales and negotiation : Strong negotiation skills to close deals and meet targets Customer Service: Ensuring that the sales team provides excellent customer service and addresses customer inquiries and complaints effectively Problem Solving: Identifying issues and developing effective solutions to overcame obstacles Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment.

Greetings from PROFINCH..! we are hiring for Flexcube Customization Developer Job Description: Good at Oracle database concepts with knowledge on Flexcube 12x and 14x suite of products. • Technical expertise in Java (EJB and Spring Boot), PL/SQL, Shell Scripting, SQL query writing, Package development and ability to support unit testing. Knowledge on Oracle Web Logic, SOAP, Rest, Webservices, APIs. Develop Extensible features using RAD/ODT tool and Oracle Banking Extensibility Workbench. Knowledge on Core Banking modules with idea on CIF, CASA, Loans, Retail Banking, payments will be of value addition for Leads. OBMA (Micro service architecture) exposure and its customisations development will be of added value. Primary Skill Sets: FCUBS14.X, FCUBS, CASA, Loans, Retail Banking, OBMA Secondary Skill Sets : Java, PLSQL, Springboot, Rad Experience: 2-8 Years Location: Bangalore, Pune, Mumbai NP: Immediate Joiners Preferred Interested candidates can share your updated profile to below mentioned e-mail.id. premkumar.p@profinch.com Good Luck..! Regards, Premkumar

We had Walk in Women drive at Vapi on 19th July 2025 for all Role mention below. 1. Personal Banker Classic. 2. Personal Banker Sales. 3. Preferred Relationship Manager. 4. Imperia Relationship Manager. 5. Branch Sales Manager. 6. Customer Care Executive. 7. Customer Experience Executive. Interview Venue: - No 2 to 4, 18 to 20, GF, Sonorous Bldg A, Survey No 1975 Mahatma Gandhi Circle Vapi - 396191 Interview Timing. 11:00 am to 3:00 PM Contact person: - Dipak Bhatt (M- 9909954910) Local Candidate are Preferable

Roles & Responsibilities: Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy

Hiring for a Customer Service Banking Voice Process This is an excellent opportunity for candidates with prior banking experience who are looking to grow in a professional Handle inbound calls related to banking products and services Viraj@8294897343 Required Candidate profile Graduate in any stream Minimum 1 year of work experience in the banking roles Mandatory Must have excellent spoken English and strong interpersonal skills Limited openings—Immediate joiners preferred Perks and benefits Both side cabs IJP Incentives 24*7 shifts

As the Credit Risk Management Team Leader for PAN India underwriting of all products within the Retail Banking and SME portfolio, your primary role will be to ensure effective credit risk management and adherence to underwriting policies and procedures. You will collaborate with leadership to create and implement Credit Risk overall strategy, identify new initiatives, and set operational plans to meet future demands. Additionally, you will be responsible for participating in the credit risk budgeting cycle, overseeing budget deployment, and ensuring efficient utilization. Your duties will include implementing approved policies, processes, and procedures to ensure controlled work execution. You will be expected to identify opportunities for continuous improvement, monitor day-to-day activities for compliance, and conduct strategic credit risk assessments and analysis in line with regulatory guidelines and risk management frameworks. Building and maintaining relationships with key customers, promoters, and prospective clients to drive business growth will be crucial. Furthermore, you will oversee credit decision-making processes, monitor and review portfolio quality, and manage the loan portfolio effectively by monitoring industry/geography concentration, security coverage, and limit utilization. Establishing and maintaining documentation standards, conducting periodic audits for compliance, and collaborating with product partners and Relationship Management groups will also be part of your responsibilities. Additionally, you will manage RBI audit, Internal Audit, and other regulatory requirements, ensuring compliance and minimizing operational disruptions. You will be responsible for proactively addressing potential audit issues, implementing the Business Continuity Plan, and facilitating the accurate preparation and submission of regulatory and internal management/board reports. To excel in this role, you should hold a Master's degree in business, finance, or equivalent, with professional certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) preferred. A minimum of 18+ years of experience in credit risk management, including 5+ years in leadership roles, is required. Your expertise in credit risk management for complete retail asset products and SME portfolios in large banks will be instrumental in driving business growth and ensuring compliance with regulatory guidelines.,

You will be responsible for implementing and configuring SAP IS Banking Loans Management and collateral modules. Your role will involve gathering and analyzing customer business requirements to design SAP solutions using standard configurations. It is essential to ensure compliance with customer and Cognizant's delivery standards. You will design, develop, and deploy solutions in SAP IS Banking (Loans Management) while working hands-on as a DevOps engineer. Managing client relationships, influencing decision-making, and delivering projects using Agile methodologies are crucial aspects of this role. Your expertise in SAP loans and mortgages will be key in steering client requirements towards optimal solutions. Excellent communication and interpersonal skills are necessary for maintaining effective interactions. To qualify for this role, you should have experience with at least one full life cycle implementation of SAP Loans Management. Strong knowledge of banking processes and integration aspects is required. Your proven ability to work in a DevOps environment, along with excellent client relationship and stakeholder management skills, will be beneficial. Domain experience in retail and commercial banking will also be advantageous.,

We are seeking an experienced Training and Development Assistant Manager to play a key role in executing our organizational training strategy, overseeing its implementation, and evaluating its outcomes. Your primary responsibilities will include identifying training and developmental needs, as well as spearheading appropriate training initiatives that foster loyalty within the firm. You will collaborate with various departments to ensure that employees are proficient in both their specific vertical and the overall requirements of the company. Ideal candidates for this position typically possess backgrounds in business, human resources, development, and education. Key Responsibilities: - Identifying and evaluating current and future training needs. - Developing comprehensive training and development plans tailored to individuals or groups. - Delivering training sessions for new hires, refresher courses, and any ad hoc training requests. - Partnering with operational teams to identify and deliver refresher training in a timely manner. - Proactively recommending enhancements to training processes and providing feedback on new launches or process modifications that may impact training. - Maintaining regular communication with clients and business stakeholders on training-related operational issues. - Setting and achieving individual training goals, such as trainer certifications, training remediation deadlines, and other relevant metrics. - Ensuring strong governance over all training activities and presenting them during reviews or governance meetings. - Developing, implementing, and tracking the effectiveness, success, and ROI of training programs periodically, and reporting on the outcomes. Qualifications: - Minimum of 8 years of overall experience, with at least 5 years in the banking sector. - Preferably experienced in Retail and Commercial Banking, specifically in areas such as Deposits Operations, New account review and maintenance, internal operations, account servicing, RDC, legal document processing, and reconciliations. - Proficient in Microsoft Office applications. - Strong skills in MIS reporting. - Customer-centric with exceptional written and verbal communication abilities. - Capable of working effectively under pressure in a fast-paced environment with minimal structure. - Detail-oriented with a data-driven approach. - Excellent organizational, multitasking, and time management skills.,

As an Automation Engineer -L4 based in Navi Mumbai, you will be responsible for managing a critical project for one of our biggest clients in the Retail banking domain. Your role will involve being passionate about technology, with experience in Manual Testing and an added advantage in automation. With over 3 years of experience as an Automation Engineer in UiPath, you should have expertise in implementing automation in CI/CD, Dev SecOps, and working in the Retail Banking domain. Your knowledge of SQL, PLSQL, and writing automation scripts using RPA and various test automation tools like UiPath, Silktest, Selenium, and Appium will be essential. Your responsibilities will include developing and evolving automation frameworks such as Data Driven, Keyword-driven, and Hybrid, along with proficiency in VB, JavaScript, Java, and .Net. You should also be capable of writing and executing SQL scripts, maintaining existing automation scripts, evaluating open-source automation tools, and integrating with other test tools to enhance productivity. In addition to technical skills, you are expected to have a B.E./B.TECH, MCA, or M.Sc. (IT) qualification, with the requirement of passing or clearing ITSQB Foundation Level within three months of joining. Your process skills should include the ability to analyze requirements, communicate effectively with clients, review test cases based on different testing methodologies, and work a 6-day week for the SBI project. Furthermore, your behavioral skills should involve resolving technical project issues, exploring alternative designs, fostering teamwork, collaborating with stakeholders for client satisfaction, and training and coaching project group members for effective knowledge management. Having certifications related to the field would be considered a plus for this role.,

You will be working as an Analyst in the Retail Banking Card Operations domain at Accenture, a global professional services company known for its expertise in digital, cloud, and security services. With over 699,000 employees serving clients in more than 120 countries, Accenture aims to create value and shared success through technology and human ingenuity. Your primary responsibilities will include delivering and supporting change communication across recruiting technologies, managing strategic communication programs, developing innovative campaigns for change management, and ensuring alignment with various stakeholders. You will be responsible for creating communication collateral such as presentations, emails, and knowledge base materials to achieve specific objectives. Feedback mechanisms and metrics tracking will be essential to measure communication goals and tools effectively. To excel in this role, you should have at least 5 years of experience in internal communications within a large or mid-size organization. Preferred qualifications include a background in English, journalism, psychology, mass media, or an MBA. Strong writing, editing, and proofreading skills are essential, along with the ability to customize content for different audiences. Additionally, you should possess storytelling, speaking, and creative skills, as well as a passion for technology and business understanding. As an integral part of the team, you will need to perform well under pressure, demonstrate results orientation, collaborate effectively, and communicate clearly both in writing and verbally. Your interpersonal skills will be crucial for building relationships with internal teams, stakeholders, and senior executives. Experience with communication platforms like MS Teams, Outlook, PowerPoint, Yammer, and WordPress will be beneficial, along with knowledge of Workday Recruiting and other recruiting tools. In this role, you will analyze and solve complex problems, interact with peers and clients, and make decisions that impact your work and potentially others". You will operate as an individual contributor or oversee a small team, requiring minimal guidance for daily tasks and moderate instruction for new assignments. Please be aware that this position may involve working in rotational shifts to support business requirements.,

As a member of the Private Banking Group's Digital Platform team at Morgan Stanley, you will be part of an innovative and dynamic group dedicated to enhancing the client experience and expanding product offerings. We are currently focused on building an industry-leading CRM platform for the Private Bank Group, with a vision to deepen client engagement and improve the overall experience for both clients and financial advisors. In this role, you will be responsible for defining the Customer Relationship Management (CRM) strategy for PBG client-facing professionals and leading the development of the next generation CRM platform using Salesforce. Your duties will involve collaborating with stakeholders, writing requirements/user stories, and overseeing the end-to-end execution of product strategies. Additionally, you will engage in activities such as end-user research, data analysis, UX/UI and tech design, testing strategies, and presenting project updates to senior management and key stakeholders. To be successful in this position, you should have 0.6 to 2 years of professional experience in technology product management and design, as well as experience in wealth management, retail banking, and/or consumer financial technology. Familiarity with Salesforce CRM platform and software business analysis is advantageous. A BA/BS degree is required for this role. The ideal candidate will possess strong attention to detail, a focus on usability and design, excellent relationship-building skills, and the ability to work independently in a fast-paced environment. You should also be a strategic thinker, an effective communicator, and have a high sense of ownership and accountability for your work. Proficiency in Excel and PowerPoint is essential for this role. At Morgan Stanley, we are committed to maintaining a first-class service and high standard of excellence, guided by our core values of putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. By joining our team, you will have the opportunity to work alongside talented individuals in a supportive and empowering environment, where your contributions are valued and recognized. If you are looking to be part of a collaborative and innovative team dedicated to delivering exceptional solutions and driving growth in the financial services industry, we encourage you to apply for this exciting opportunity at Morgan Stanley.,

Roles and Responsibilities Manage branch acquisition activities, including identifying potential targets, developing business cases, and negotiating deals. Develop and execute strategies to increase current account penetration, cross-sell third-party products, and drive retail liability growth. Collaborate with internal stakeholders to ensure seamless integration of new branches into the bank's operations. Analyze market trends and competitor activity to inform acquisition decisions. Ensure compliance with regulatory requirements throughout the entire process.

Role & responsibilities To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators To ensure quality sourcing in line with the Banks policy To Adhere to sales process & KYC Norms of the bank

Skillventory is mandated to hire for the role of Branch Relationship Manager with a leading Small Finance Bank. Job Title -Branch Relationship Manager Location : #Mumbai, #Pune, #Nagpur, #Ahmedabad, #Rajkot, #Surat, #Bangalore, #Hyderabad, #Chennai, #Coimbatore, #Salem, #Madurai, #Thanjavur, #Delhi, #Faridabad, #Gurgaon, #Sirsa, #Amritsar, #Udaipur, #Raipur, #Korba, #Bhopal Minimum 2 years of experience as a BRM in liabilities, branch banking. Job description: We are looking for a highly skilled and experienced Branch Relationship Manager to join Leading Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Minimum 2 years of experience in liabilities, branch banking, or related fields. Strong knowledge of BFSI industry and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is preferred. #Chembur, #ThaneGhodbanderRoad, #Malad, #IndrayaniNagarPune, #KalyaniNagar, #ShankarNagar, #Maninagar, #Surendranagar, #UdhnaDarwaja, #HSRLayout, #Yelahanka, #Kasturinagar, #KukkatpallyKPHB, #TNagar, #Madipakkam, #Saligramam, #Mogappair, #AshokNagarChennai, #Parrys, #KKNagarChennai, #Purasawakkam, #WestMambalam, #TrichyRoad, #100FeetRoad, #RamakrishnaRoadSalem, #KamarajarSalai, #Simmakkal, #Thanjavur, #ThillaiNagar, #FaridabadMainMarket, #Kalkaji, #OldGurgaon, #ConnaughtPlace, #KarolBagh, #RajouriGarden, #Sirsa, #Amritsar, #Dwaraka, #PaschimVihar, #Udaipur, #Korba, #MPNagar, #JubileeHills, #MylaporeVARoad, #Whitefield #BRM #brm #branchrelationshipmanager #branch_banking #casa #bankjobs

1. Acquisition of new Customers and Increase book size. 2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals. 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. 4. Responsible for catering the investment needs of clients by providing them research based advises. 5. Interfacing all queries of Clients and understanding their investment needs. 6. Manage portfolios of clients and offer them investment solutions. 7. Investment Advisory to new and existing Clients and achieve revenue targets monthly. 8. Promote high quality sales, supply and customer service processes 9. Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)

Job Description Overview Organization - Cognizant Technology Solutions Private Limited Cost Centre: KYC/Customer Information File Investigation and Updating account information Subject Matter Expert/ Senior Process Executive (CIF) Schedule: Any time between 4:00 PM IST to 6:00 AM IST Effective Job Requisitions- Job Posting Title Designation: Subject Matter Expert/ Senior Process Executive Essential Qualifications: Graduate / Postgraduate Location: Pune/Chennai Department: Operations Banking & Financial Services Reports To: Process Lead / Team Manager Relevant Experience (In Years): Graduate / Postgraduate with minimum 3+ years of experience in US Banking Industry and good academic profile in KYC Job Summary: The Executive will be responsible for handling and processing Customer Information Files (CIF) related to onboarding, updates, maintenance, and verification activities for US-based customers. The role requires high attention to detail, compliance adherence, and familiarity with Know Your Customer (KYC) and other banking regulatory frameworks. Key Responsibilities: Create, update, and maintain customer records in the CIF system based on documentation and internal policies. Validate and verify customer data as per KYC and AML guidelines. Perform quality control checks to ensure data accuracy and completeness. Escalate discrepancies or suspicious customer profiles to relevant stakeholders per SOP. Liaise with internal teams (e.g., Risk, Compliance, Customer Service) for resolution of queries and pending requests. Maintain productivity and quality benchmarks as defined by the SLA. Provide mentorship to new joiners and support their training during training/OJT phase. Key Skills & Competencies: Good understanding of US banking processes, especially related to CIF/KYC/AML. Strong attention to detail and accuracy in data entry. Analytical thinking with good problem-solving skills. Proficiency in MS Office applications (especially Excel). Good communication skills (verbal and written). Ability to work in a team-oriented, deadline-driven environment.

Role & responsibilities Branch Manager JOB DESCRIPTION Role Details: - Responsible for managing all Branch activities with strong leadership skills and service orientation. Strong man management skills. Well versed with Branch operations/processes. Overall Job Description: - Fully responsible for Branch P & L - revenue & cost. - Managing a Profit Centre - with profitability being the key result area through acquisition of net worth accounts, enhancing NII income, transaction fees, generating revenue from third party products and managing OPEX - Compliance to all regulatory and auditory requirements - Set up of branches from their nascent stages to increasing of the book size manifold - Concentrated focus on all product lines and products offered by the bank - Increasing the value proposition of the bank with high net worth clientele - Implementing the best practices in the industry to enhance the customer base - Customer Value chain made stronger and wider - Increased the employee value proposition for the teams worked with - Driving and achieving challenging targets set by the bank consistently - Manage entire gamut of business in line with growing organizational needs Preferred candidate profile

1 New Business Prospects: Originate new business prospects within the SME sector through direct sourcing and open market channels. 2 Customer Acquisition: Acquire SME customers and manage their proposals, guiding them up to the disbursement stage. 3 Business Generation: Meet existing SME clients to identify business opportunities and drive revenue. 4 Working Capital Facilities: Provide SMEs with a range of working capital facilities, such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc., based on their specific needs. 5 Customer Relationship Management: Manage and nurture customer relationships, addressing both service and sales queries with the goal of engaging and retaining SME clients. 6 Cross-Selling: Cross-sell retail banking products to SME customers to maximize revenue and meet sales targets. 7 Credit Risk Assessment: Assess the credit risk associated with SME clients and their proposed financing structures. Collaborate with credit and risk teams to ensure sound credit decisions. 8 Financial Analysis Conduct in-depth financial analysis of SME clients to evaluate their creditworthiness and funding requirements. Prepare and present comprehensive credit proposals. 9 Credit Structuring: Structure credit facilities for SMEs in a manner that aligns with their business needs and risk profiles. Optimize the credit solutions offered to SME clients. 10 Compliance and Regulations: Ensure compliance with all relevant regulatory requirements and internal policies. Stay updated on changes in regulations affecting SME banking. Qualifications- Minimum Degree: Post Graduate/Graduate in any discipline.

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them. " Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms. " To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales. " Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate. " No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years