1477 Retail Banking Jobs - Page 24

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Data Analytics Good to have skills : Microsoft SQL Server, Python (Programming Language), AWS RedshiftMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary The purpose of the Data Engineering function within the Data and Analytics team is to develop and deliver great data assets and data domain management for our Personal Banking customers and colleagues seamlessly and reliably every time.As a Senior Data Engineer, you will bring expertise on data handling, curation and conformity capabilities to the team; support the design and development of solutions which assist analysis of data to drive tangible business benefit; and assist colleagues in developing solutions that will enable the capture and curation of data for analysis, analytical and/or reporting purposes. The Senior Data Engineer must be experience working as part of an agile team to develop a solution in a complex enterprise. Roles & ResponsibilitiesHands on development experience in Data Warehousing, and or Software DevelopmentExperience utilising tools and practices to build, verify and deploy solutions in the most efficient waysExperience in Data Integration and Data Sourcing activitiesExperience developing data assets to support optimised analysis for customer and regulatory outcomes.Provide ongoing support for platforms as required e.g. problem and incident managementExperience in Agile software development including Github, Confluence, Rally Professional & Technical SkillsExperience with cloud technologies, especially AWS (S3, Redshift, Airflow), DevOps and DataOps tools (Jenkins, Git, Erwin)Advanced SQL and Python userKnowledge of UNIX, Spark and Databricks Additional InformationPosition:Senior Analyst, Data EngineeringReports to:Manager, Data EngineeringDivision:Personal BankGroup:3Industry/domain skills:Some expertise in Retail Banking, Business Banking and or Wealth Management preferred Qualification 15 years full time education

Skill required: Commercial Banking Operations - Core Banking Designation: Banking Operations Associate Manager Qualifications: Any Graduation Years of Experience: 10 to 14 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business.Develop and deliver core banking solutions for the applications that process the essential functions of banks, including account management, interest calculations, cash deposits and withdrawals processing, customer management and product management. What are we looking for Should be able to review the US financial statements of the borrowers/guarantors, calculate/interpret the financial ratios.Understand functions like servicing, collateral management function within Banking OperationsUnderstand the type of facilities and exposure of the borrower to asses the Loss Given Default and the Probability of Default. Should have knowledge of financials ratios impact on the overall performance.Identify the Risk associated with the borrowers and mention it accordingly in the review along with the possible mitigants with justification. Performing assignments/deals/tasks of moderate complexityWorking with limited supervision, Performing tasks with some degree of independent decision making, Ability to take judgment callsContributes to cycle time improvement and efficiency of the teamCommunicating in correct English with clients, both orally and written. Analytically sound to take decisions on effectiveness of Controls. Advanced Proficiency required in English Language to create documentation.Perform assignments/deals/tasks of high complexity and resolving queriesAbility to interact with Clients on weekly calls and explain Issue Management process.Should be able to review the US financial statements of the borrowers/guarantors, calculate/interpret the financial ratios.Understand functions like servicing, collateral management function within Banking OperationsUnderstand the type of facilities and exposure of the borrower to asses the Loss Given Default and the Probability of Default. Should have knowledge of financials ratios impact on the overall performance.Identify the Risk associated with the borrowers and mention it accordingly in the review along with the possible mitigants with justification. Performing assignments/deals/tasks of moderate complexityWorking with limited supervision, Performing tasks with some degree of independent decision making, Ability to take judgment callsContributes to cycle time improvement and efficiency of the teamCommunicating in correct English with clients, both orally and written. Analytically sound to take decisions on effectiveness of Controls. Advanced Proficiency required in English Language to create documentation.Perform assignments/deals/tasks of high complexity and resolving queriesAbility to interact with Clients on weekly calls and explain Issue Management process. Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures The person requires understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor or team leads Generally interacts with peers and/or management levels at a client and/or within Accenture The person should require minimal guidance when determining methods and procedures on new assignments Decisions often impact the team in which they reside and occasionally impact other teams Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Designation: Relationship Manager - Report at the branch daily - Partial leads are provided - Individual sales role - Connect with your manager - Schedule meetings with customer - Explain and sell your product. - Close leads into sales. Required Candidate profile - Experience : Must 1 YR of Any Sale / Banking / Finance / Insurance sales - Graduation is mandatory - Good Communication skills - Age: 23 to 39 - Local from the city ( Fresher's can't Apply )

Skill required: Core Banking Operations (incl. Payments) - Retail Banking Account Operations Designation: Banking Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business.Perform account maintenance services, account closure, deceased customer processing and US legal order processing. What are we looking for Contract conversion non voice Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Job description Preferred candidate profile Minimum 1+ Years experience Mandatory required in CASA sales. Acquire new customers for liabilities from open market. (current account- saving account). Assist the customers for conversion of existing borrowing customers for liabilities. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Location - Nashik ( Cidco) Interested Candidates Can Share your updated resumes on - shoa.fatima@ujjivan.com or shashank.gaikwad@ujjivan.com

We are looking for a highly skilled and experienced Banker on Wheel to join our team at Equitas Small Finance Bank. The ideal candidate will have 7-10 years of experience in the BFSI industry, with a strong background in banking operations. Roles and Responsibility Manage and oversee daily banking operations, including cash handling and customer service. Develop and implement effective sales strategies to achieve business goals. Build and maintain strong relationships with customers, providing excellent customer service. Collaborate with cross-functional teams to drive business growth and expansion. Analyze market trends and competitor activity to identify opportunities and threats. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong knowledge of banking products and services, including savings accounts and loans. Excellent communication and interpersonal skills, with the ability to work effectively with diverse groups. Proven track record of achieving sales targets and driving business growth. Ability to work independently and as part of a team, with a strong focus on customer service. Familiarity with financial regulations and compliance requirements. Strong analytical and problem-solving skills, with attention to detail and accuracy.

We are looking for a highly skilled and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-6 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and expand the customer base. Provide excellent customer service and resolve customer complaints promptly. Collaborate with internal teams to achieve sales targets and improve overall performance. 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 Strong knowledge of the BFSI industry and its 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. Ability to build and maintain strong relationships with customers and colleagues.

Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 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 remain competitive. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and resolve issues efficiently. Experience working in a fast-paced environment with multiple priorities and deadlines. Proficiency in using technology-based tools to manage client portfolios and communicate effectively.

We are looking for a highly skilled and experienced Branch Relationship Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably with a background in used car sales or related fields. 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 support to ensure high levels of satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the industry. Build and maintain a strong network of contacts within the community. Job Requirements Any graduate degree from a recognized university. Proven experience in relationship management, sales, or customer service. Strong communication and interpersonal skills are essential. Ability to work in a fast-paced environment and meet deadlines. Knowledge of the BFSI industry, particularly in used car sales, is an advantage. Familiarity with financial products and services is beneficial.

We are looking for a skilled Branch Manager to lead our retail team in Equitas Small Finance Bank. The ideal candidate will have 3-5 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient customer service and sales growth. Develop and implement strategies to enhance customer satisfaction and loyalty. Lead and motivate a team of sales professionals to achieve business objectives. Analyze market trends and competitor activity to identify new business opportunities. Build and maintain relationships with key stakeholders, including customers, partners, and regulatory bodies. Ensure compliance with bank regulations and industry standards. Job Requirements Proven experience in retail banking or a related field, with a strong understanding of customer needs and preferences. Excellent leadership and communication skills, with the ability to inspire and manage high-performing teams. Strong analytical and problem-solving skills, with attention to detail and strategic thinking. Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines. Knowledge of financial products and services, with a focus on sales and revenue generation. Strong networking and relationship-building skills, with the ability to build trust and rapport with customers and colleagues.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably with a background in MLAP. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Minimum 1 year of experience in the BFSI industry, preferably in MLAP. Strong knowledge of financial products and services, including loans and investments. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with small finance banks or similar institutions is an advantage.

We are looking for a highly motivated and experienced Branch Manager to lead our retail team in Equitas Small Finance Bank. The ideal candidate will have 1-5 years of experience in the BFSI industry, with a strong background in managing teams and driving business growth. Roles and Responsibility Manage and supervise a team of retail banking professionals to achieve business objectives. Develop and implement strategies to increase customer acquisition and retention. Build and maintain relationships with key stakeholders, including customers, colleagues, and external partners. Analyze market trends and competitor activity to identify opportunities for growth. Ensure compliance with regulatory requirements and internal policies. Foster a culture of excellence and continuous improvement within the team. Job Requirements Proven experience in retail banking or a related field, with a minimum of 1 year of management experience. Strong leadership and communication skills, with the ability to motivate and inspire teams. Excellent analytical and problem-solving skills, with attention to detail and accuracy. Ability to work in a fast-paced environment and adapt to changing priorities. Strong knowledge of banking products and services, with the ability to stay up-to-date on industry trends. Experience working with small finance banks or similar institutions is an advantage.

We are looking for a highly skilled and experienced Branch Relationship Officer to join our team in the Used Car division. The ideal candidate will have 2-2 years of experience in the BFSI industry, preferably with Equitas 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 support to ensure high levels of satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the industry. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank. Strong knowledge of banking products and services, particularly in the Used Car sector. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience working with cross-functional teams to achieve business objectives.

Be responsible for profitability of the retail business of entire Region per targets allocated by the Bank from time to time Strategize & execute actions for balance sheet growth, retail acquisition & growth Lead a team of Cluster Heads & Managers Required Candidate profile Good experience in Retail Banking at a Leadership role Prefer candidates who have handled Regional level roles/ currently as a Cluster Head Age prefer upto 48 Good communication & interpersonal skills

AVC:SKY - Virtual RM INTERNAL USAGE: No. of Vacancies: 1 Manager: AVC:SKY - Unit Manager - Tele Is a Team leaderNo Team Size: NA Grade: DM/Mgr/SM Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Mumbai, Gurgaon, Pune, Bangalore, Mumbai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Post graduate from a recognized institute 5- 8 years in a relevant role/ BFSI sector AMFI , IRDA & PMS certified Role Proficiencies: Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self within a dynamic priority-setting environment Ability to handle pressure and meet deadlines

Instrumental in augmenting sales target of casa per month Steered end-to-end process of customer transactions and managing the issues To drive the front line employees towards achieving monthly target.

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.

We enable financial institutions to become digital leaders. As a global professional team, we work with best clients for great and exciting projects, in an environment where we learn amazing things every day. Each code, each voice, each contribution, each challenge, each success is celebrated here. We welcome candidates who share our values, have the skills and are passionate to enjoy our journey to build the digital future of finance, together. About Job: We are looking for a seasoned Senior Software Quality Assurance Engineer, having 7+ years of experience with deep expertise in the Digital banking domain. If you are excited about learning new technologies and expand your knowledge base to make a solid foundation for your career, then you will enjoy working with us. What you will be doing: Analyze requirements (business, functional, technical) for new features and enhancements Develop high quality , test cases Execute test cases & develop traceability matrixes (RTM) Documenting and keeping track of test cases Perform Product Test cases design, preparation, execution and maintenance for multiple products Conduct System, Integration and Regression Testing Identify, document (clear steps, data, screenshots, logs), and report defects with severity/priority Responsible for conducting product functionality walkthroughs for stakeholders. Experience in preparing Training manuals/User guide. What we are looking for: Degree in IT, Computer Science or related departments. Strong in software Testing Concepts, STLC, SDLC and Bug Life Cycle. Comfortable working independently as an individual contributor, with the ability to provide regular status updates to stakeholders. Minimum 7 years of experience in software quality assurance , with a demonstrated track record in digital banking or financial services projects. Experience in testing key digital banking functionalities , including customer onboarding, account setup (savings, current, term deposits), payments, fund transfers, bill payments, and card transactions. Experience using Jira, ALM, Azure DevOps is preferable. Strong skills in test planning, test case design, execution, and defect management. What we are offering: Performance-Linked Bonus: Your hard work doesn't go unnoticed! Enjoy a performance-linked bonus as a testament to your dedication! Rewards Beyond the Job: Enjoy a comprehensive benefits package, including Remote Work Support, Health Insurance, Care Program, and Online Psychological Support. We care you! Birthday Leave, Because You Matter: We value your special moments! Take the day off on your birthday and treat yourself. Global Impact, Cutting-Edge Tech: Immerse yourself in global projects with top-tier clients and stay ahead with cutting-edge technologies. Your skills will shape the future of our industry. Unleash Your Potential: Develop yourself with VeriPark Academy opportunities; webinars, and in-house training sessions. Diverse, Vibrant Community: Be part of a dynamic environment that values diversity and inclusivity. Together Culture: Even in a remote world, we cultivate connections through engaging face-to-face gatherings as well as online fun events. Special information sharing environment where you can update & align yourself. About VeriPark: We are a global technology company with more than two decades of expertise in the Financial Services industry. Our mission is to enable financial institutions to become digital leaders by delivering world class customer journeys in digital and assisted channels. We develop omni-channel delivery, customer engagement (CRM), branch automation and loan origination solutions based on Microsoft technology (Azure, Dynamics 365, Power Platform) for banks and insurance companies worldwide. With offices in 15 countries from Canada over Europe and the Middle East to Kuala Lumpur, our 900+ colleagues are serving customers in more than 30 countries worldwide. https://www.veripark.com

Urgent Hiring Private Bank Jobs Across Tamil Nadu! Freshers & Experienced | Immediate Joiners Preferred | Multiple Roles in Leading Private Banks Eligibility: Any Graduate / Postgraduate All Streams Eligible Both Freshers & Experienced Candidates Can Apply Open Positions Include: Assistant Manager Deputy Manager Relationship Manager Personal Banker Branch Relationship Executive (BRE) Bank Officer Business Development Executive (BDE) Sales Officer (SO) Senior Executive Premium Acquisition Manager And many more exciting job roles in leading private sector banks! Salary & Benefits: Salary Range: 18,000 45,000 Per Month Monthly Incentives Based on Performance Fast-Track Promotions & Career Advancement On-the-Job Training Provided Job Locations Across Tamil Nadu: Chennai | Coimbatore | Madurai | Trichy | Salem | Erode | Tirunelveli | Namakkal | Karur | Thanjavur | Cuddalore | Villupuram | Pondicherry Opportunities Available in Other Key Cities Too! How to Apply: WhatsApp Your Updated Resume: 9994847298 Use Subject Line: "Private Bank Job Application - Naukri" For Any Queries, Contact HR: Dharshana HR 9994847298 Emaya HR 9994486198 Timings: 9:30 AM to 5:30 PM (Monday to Saturday) Kickstart Your Career in Private Banking Today! Limited Vacancies Apply Now and Secure Your Interview Slot!

Dear Candidate, We have urgent job opening for Retail Branch Banking - Coimbatore (In & Around). We are conducting direct walk-in interview in @ Salem, Brindhavan Road Branch on Friday, 11th July 2025. Below are the Interview details: Interview Date: 11th July 2025 (Friday) Interview Location: HDFC Bank Ltd, No. 06, Raj Bhavan, Brindhavan Road, Fairlands, Salem -636016 Interview Timing: 10.00 AM to 1.00 PM Contact Person: Mr. Madhuprasad L(Cluster Head) Roles and Responsibilities: Manage branch operations, ensuring efficient customer service delivery. Acquire new customers through effective sales strategies and cross-selling techniques. Develop strong relationships with existing clients to increase loyalty and retention. Identify opportunities for growth through third-party product offerings (TPP) and liability products. Monitor current account balances, CASA performance, and retail liabilities management. Desired Candidate Profile: 3+ years of experience in Retail branch banking Sales or with NBFC. Job roles: Branch Manager PB Teller Authorizer Personal Banker Sales Relationship Manager Branch Sales Manager Local candidates will be preferred

Acquisition / Premier Acquisition Manager Business Banking KRAs- 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 CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience

In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures Required Candidate profile Degree must be completed Eligibility Criteria - Education: Any graduate with good communication skills - Age: 21to 27 years

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Bijjawara and Sadahalli Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor 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 Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at HDFC Bank , Ground Floor, #19, Honnenahalli Village, Rajankunte, Yelahanka, Karnataka 560064 (Branch Code -5612) Date: 09th Jul'25 (Wedneday) Time 10:00 AM to 12:00 PM Concern Person : Raghavendra Bhajantari (Cluster Head) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com