3836 Retail Banking Jobs - Page 20

Position description: Acquisition of new Unsecured loans customersfrom open market Identification of quality leads fromunsecured loans & liabilities customers for Unsecured loans Assessment/evaluation of the leadsgenerated which include analyzing credit histories & simple financialanalysis by adhering to internal and external regulations Monitor installment payments andcollections of his/her customers Enhancement of relationshipwith the existing customers by cross-selling Ujjivans products as per theprofile & need of the customers Primary Responsibilities: Business/ Financials Achieve the set targets on Unsecured loans in terms of open market acquisition and existing customer conversion Work...

Position description: This role is responsible for driving theentire business targets for liabilities assigned to the branch; Manage exceptionalcustomer service, proactive sales environment and efficient branch operations,while adhering to regulations/compliance requirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branch operations, cash management and servicequality; work closely with product and marketing teams to drive campaigns attheir branches. This role monitors daily performance of branchstaff and manages a team of 10 to 15 employees. This role manages leadership reporting ofBOO/BOSM & BSM. In certain...

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officers Share customer insightsproduct related feedback w...

Position description: This role isresponsible for driving the entire business targets for liabilities assigned tothe branch; Manage exceptional customer service, proactive sales environmentand efficient branch operations, while adhering to regulations/ compliance requirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branchoperations, cash management and service quality; work closely with product andmarketing teams to drive campaigns at their branches. The incumbent monitors daily performance of branch staff and manages a team of 5 to7 employees. This roleis applicable only to Gold & Silver Branches. Primary R...

Position description: This role is responsible for acquiringnew current account customers from the open market and enhance the relationshipwith existing customers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & need of thecustomers. This role drives the current account business for the respectivebranch and ensure the CA targets for the branch is met. The incumbent providesservice to both existing as well as to NTB current account customers. This role also handles cross selling of QR &POS and is accountable for adherence to compliance and regulatory norms. Primary Responsibilities: Business Meet the set targets on current account in term...

Meet the settargets on current account in terms of open market acquisition Focus on buildingthe current account book for the bank Understand need and acquirecustomers who meet the criteria for liability products through either of thebelow channels: Leads generated by branch staff and personalleads Referrals generated from existing customers Alternate channels Maintain thedatabase of the prospects, meet select prospects and manage the relationshipthereafter Accompany MSEstaffs on the field for actively driving conversion of existing borrowingcustomers into liabilities customers Cross sellother products of Ujjivan such as QR, POS & TPP and pass on quality leadsto respective MSE loan officers S...

GRADE - AM-I DEPARTMENT - Branch Banking REPORTS TO - BranchSales Manager - Branch Banking ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI e...

Role & responsibilities Preferred candidate profile

We are looking for a highly motivated and experienced Current Account Acquisition Manager to join our team at Ujjivan Small Finance Bank Limited. The ideal candidate will have a strong background in banking and sales, with a proven track record of success in acquiring new customers. Roles and Responsibility Develop and implement effective strategies to acquire new current account holders. Build and maintain relationships with existing customers to increase retention and cross-selling opportunities. Identify and pursue new business opportunities through networking, referrals, and market research. Collaborate with internal teams to ensure seamless delivery of products and services. Analyze cus...

Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding o...

Agency Channel (Advisor Team Handling) Recruit & handle financial advisor to get Customer leads Meet customers on appointment basis With Ur Advisor to close sales leads Sell Life insurance and other investments Plan Fix Salary Package+ Incentive

Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skil...

Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skil...

Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skil...

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good c...

We are looking for a skilled professional with 4 to 9 years of experience to lead our retail institutions and government banking team in Ujjivan Small Finance Bank Limited. The ideal candidate will have a strong background in banking and management, with excellent leadership skills. Roles and Responsibility Manage and oversee the daily operations of retail institutions and government banking. Develop and implement strategies to enhance customer satisfaction and increase business growth. Lead and motivate a team of professionals to achieve their goals. Build and maintain relationships with key stakeholders, including government officials and community leaders. Analyze market trends and compet...

We are seeking an experienced Product Engineer - nCino to join our team in Bengaluru. The ideal candidate will have strong expertise in Salesforce and nCino platform development, along with a proven track record of delivering high-quality banking and financial solutions. You will play a key role in designing, developing, and implementing scalable applications to meet business and client requirements. Requirements Key Responsibilities Design, develop, and implement solutions on the nCino Bank Operating System built on Salesforce. Collaborate with product managers, business analysts, and stakeholders to understand requirements and translate them into technical solutions. Customize and configur...

ROLE PURPOSE & OBJECTIVE This role is responsible for acquiring new current account customers from the open market and cross-selling of products/services as per the profile & need of the customers. This role drives the current account business for the respective branch and ensure the CA targets for the branch is met. The incumbent provides service to NTB current account customers. This role also handles cross selling of QR & POS and is accountable for adherence to compliance and regulatory norms. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE CA Numbers: 5 to 8 Current accounts (based on vintage) CA Values: 9 lacs to 15 lacs incr. CA value (based on vintage) TPP Wgt Premium: 0.40 lacs to...

Position description: Cluster Manager-Vehicle Finance Primary Responsibilities: Business Financials Daily Weekly Monthly monitoring of the accomplishment of targets according to the annualmonthly targets established for the area and branches under hisher responsibility to provide guidance and solutions to hisher team as required Assign targets and results on daily weekly monthly basis of portfolio of risk by different categories such as days in arrears number of installment due amount within hisher region by area branch loan officer with the objective to identify tendencies and risks Supports Relationship Officers in hisher area in their duties of client visits risk assessment and recovery s...

Position description: Acquisition of new Unsecured loans customersfrom open market Identification of quality leads fromunsecured loans & liabilities customers for Unsecured loans Assessment/evaluation of the leadsgenerated which include analyzing credit histories & simple financialanalysis by adhering to internal and external regulations Monitor installment payments andcollections of his/her customers Enhancement of relationshipwith the existing customers by cross-selling Ujjivans products as per theprofile & need of the customers Primary Responsibilities: Business/ Financials Achieve the set targets on Unsecured loans in terms of open market acquisition and existing customer conversion Work...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...

Role & responsibilities Responsibility for Cluster P&L, Serve as a pivotal member of the leadership team in formulating Bank goals & strategy (short term and long term) and translation of the same to business plan at a cluster and branch level Develop and implement strategies and plans consistent with established goals in each product line and service in the cluster & ensure achievement of branch and cluster level Business Targets. Collaborate with Product Teams, Operations Teams, Regional delivery teams, branches in developing operational plans for the cluster based on the overall targets and budgets for the region. Regularly conducts detailed reviews of the Banks operations and takes appro...