3013 Retail Banking Jobs - Page 31

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 f...

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 f...

About The Role About The Role : HF Product manager - Leads & Conversion Growth manager will be responsible for seamless coordination between call center, sales teams & digital channels to drive conversions. The role demands a data driven approach to enhance lead quality, improves sales efficiency, and maximize business growth Key responsibilities: 1. Lead Funnel Management "¢ Own the end-to-end lead lifecycle from generation to conversion across call center and sales teams. "¢ Monitor and optimize lead allocation, prioritization, and follow-up processes. "¢ Work closely with digital, sales, and CC teams to enhance lead quality. 2. Collaboration with Call Center "¢ Track lead qualification, f...

About The Role Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduat...

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...

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 f...

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 f...

About The Role Has a reporting span of 6 10 Trade PSMs 2. Alignment is typically to the branch banking region (i.e., RBH) 3. Responsible for the achievement of business segment (i.e., non-individual) TFX Income target assigned to the branches 4. Responsible for increasing the trade client base 5. Builds the trade asset book (Export Credit, Import Finance, BG, LCBD, Domestic Trade Non-LC Bills) 6. Puts the catchment-wise strategy in place to scope TFX business opportunities 7. Engages with the BMs, RMs and other Sales team members to draw a plan to achieve the target 8. Provides the required product inputs / training to the stakeholders / builds the capability 9. Organises marketing events / ...

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 f...

About The Role Branch Relationship Manager - Business Development Department Retail Liabilities - Branch Banking Location Hyderabad Reporting Relationships Branch Manager / Deputy Branch Manager Grade Name Deputy Manager Age 27 Min - 35 Max Grade M2 Job Role: Responsible for NTB acquisition of customers. 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 higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Job Requirements: Blend of service and sales ori...

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 f...

About The Role KRAs: Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-of-mouth 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. EXPERIENCE, QUALIFICATIONS & QUALITITIES Experience of 1-2 years onl...

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

About The Role Branch Relationship Manager - BRANCH BANKING - Branch Banking JOB DESCRIPTION JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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...

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

About The Role Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades. Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline Responding to MGT related queries on emails / calls with the company in a timely manner Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns Preparation and publishing business MIS at set frequency Assistance in carrying out diligence checks through bank system prior to onboarding of ...

About The Role JOB ROLE Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for New To Bank- customer and cross sell various products like TD/MF/ CASA/Gold. Ensuring regulatory and procedural compliance To co-ordinate the audit of the branch Ensuring service excellence to enhance portfolio, control retention and better cross sell Authorize and check RO / SO entries Check end products Check vouchers to clear transactions of Rs. 10 lakhs & above Vault / Key custodian JOB REQUIREMENT MBA/Graduate Minimum work exp. 5 years Customer service oriented Meticulous Eye for details Ability to manage and motivate front office staff...

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...

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"™s Maintain ...

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 f...

About The Role Branch Relationship Manager - BRANCH BANKING - Branch Banking JOB DESCRIPTION JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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...

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

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 f...

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 Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.