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1.0 - 6.0 years
2 - 7 Lacs
Kolkata
Work from Office
Roles and Responsibilities Oversee CASA (Current Account Savings Account) sales and acquisition efforts. Develop and implement strategies for retail liability acquisition and growth. Ensure compliance with regulatory requirements and internal policies. Lead a team of professionals to achieve sales targets through effective portfolio management. Manage branch operations, ensuring efficient customer service delivery. Desired Candidate Profile 1-6 years of experience in Retail Branch Banking or related field. Strong understanding of Retail Liabilities, Portfolio Management, and Branch Banking principles. Excellent leadership skills with ability to manage teams effectively. Proficiency in CASA Sales and Acquisition techniques.
Posted 2 weeks ago
0.0 - 1.0 years
2 - 3 Lacs
Ambur, Anupshahr, Alleppey
Work from Office
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 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 & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries on various accounts, FD / RD, remittances &third party product InternalProcesses Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines MINIMUMREQUIREMENTS OF KNOWLEDGE & SKILLS Qualifications Graduate,preferably in commerce and related streams Experience 1 year experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basicknowledge on retail banking products Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills TimeManagement Sellingskills Telephoniccold calling skills Willingnessto travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing DrivingExecution ManagingRelationships CustomerFocus KEYINTERACTIONS INTERNAL EXTERNAL BranchTeam Unsecured Loans (CRM, CRS); Secured Loans (LoanOfficers); Operations team RegionalProduct & Marketing team StateHR BCAgents Location - Alleppey,Ambur,Anupshahr,Arcot,Aruppukkottai,Chennai,Cherthala,Coimbatore,Coonoor,Cuddalore,Dharapuram,Dharmapuri,Erode,Gobichettipalayam,Gudalur,Hosur,Kannur,Karunagappally,Kollam,Kottarakkara,Kottayam,Kozhikode,Kunnamkulam,Mannargudi,Mayiladuthurai,Mettupalayam,Mylapore,Nagar,Nagercoil,Namakkal,Ooty,Palacode,Panruti,Paramathi-Velur,Paravoor,Paravur,Perambalur,Puducherry,Ramanathapuram,Rasipuram,Salem,Sathyamangalam,Sivakasi,Thanjavur,Thiruvaiyaru,Thiruvallur,Thiruvananthapuram,Tiruvannamalai,Thrissur,Tirunelveli,Tirupathur,Tiruppur,Tiruchirapalli,Udumalaipettai,Vellore,Virudhachalam
Posted 2 weeks ago
3.0 - 8.0 years
5 - 10 Lacs
Bengaluru, Belgaum, Bannerghatta
Work from Office
ROLEPURPOSE & OBJECTIVE Thisrole is responsible for acquiring new current account customersfrom the open market and enhance the relationship with existingcustomers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & needof the customers. Thisrole drives thecurrent account business for the respective branch and ensure theCA targets for the branch is met. Theincumbent provides service to both existing as well as to NTBcurrent account customers. Thisrole also handles cross selling of QR & POS and is accountablefor adherence to compliance and regulatory norms. NON-FINANCIALSIZE CAbook size of the branch CATarget for the branch Generatequality sales leads Handlingof both internal and external queries KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on current account in terms of open marketacquisition & existing customer conversion Focuson building the current account book for the bank Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyMSE staffs on the field for actively driving conversion ofexisting borrowing customers into liabilities customers Crosssell other products of Ujjivan such as QR, POS, Payment Gateway,OD & TPP and pass on quality leads to respective MSE loanofficers. Sharecustomer insights/product related feedback with the BranchManager Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries. Internal Processes Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe cross sell of other products such as QR, POS & TPP Learning & Performance Maintainup to date knowledge of the CA liability products and services aswell as a working knowledge of other products offered in thebranch Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Educational Qualifications Graduate,preferably in commerce and related streams Experience(Yearsand Core Experience Type) Minimum3+ yearsof experience in retail branch banking (preferable in CA sales) FunctionalSkills Basicknowledge on retail banking products especially current account Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills TimeManagement Sellingskills Telephoniccold calling skills Willingness totravel & relocation as per business requirements and careeropportunities Competencies Planningand Organizing CustomerFocus ManagingRelationships DrivingExecution Collaborating Coaching BusinessAcumen Influencing Location - Bengaluru,Bannerghatta,Belgaum,Chennai,Coimbatore,Davangere,Dharwad,Ernakulam,Erode,Hyderabad,Kollam,Kothamangalam,Madhwapur,Madurai,Malkajgiri,Medchal,Mysuru,Nagar,Rajahmundry,Ramanathapuram,Rangareddy,Salem,Tambaram,Thiruvananthapuram,Tiruvannamalai,Thrissur,Tiruchirapalli,Tumkur,Vijayawada
Posted 2 weeks ago
0.0 - 2.0 years
2 - 4 Lacs
Surat
Work from Office
Position description: Customer Relationship Officer 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 customersOffer 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 customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines
Posted 2 weeks ago
1.0 - 4.0 years
3 - 5 Lacs
Bengaluru, Basaaveshwar Nagar
Work from Office
We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, with a strong background in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies for acquiring high-value customers. Build and maintain relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base. Collaborate with cross-functional teams to achieve business objectives. Provide excellent customer service and support to ensure client satisfaction. Analyze market trends and competitor activity to stay ahead in the competition. Job Requirements Strong knowledge of liabilities, branch banking, and premium acquisition. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in managing and developing relationships with high-value customers. Familiarity with the BFSI industry and its regulations.
Posted 2 weeks ago
1.0 - 4.0 years
3 - 5 Lacs
Bengaluru, Rajaji Nagar
Work from Office
We are looking for a highly skilled and experienced Digital Banking Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in digital banking or related fields. Roles and Responsibility Manage and maintain the bank's digital banking platform, including online and mobile channels. Develop and implement strategies to increase digital banking adoption and usage. Collaborate with cross-functional teams to ensure seamless integration of digital banking services. Provide excellent customer service and support to resolve digital banking queries and issues. Analyze market trends and competitor activity to identify opportunities for growth and improvement. Stay updated with industry developments and emerging technologies to enhance digital banking offerings. Job Requirements Strong knowledge of digital banking platforms, including Neo and other relevant technologies. Excellent communication and interpersonal skills to interact with customers and internal stakeholders. Ability to work in a fast-paced environment and adapt to changing priorities and deadlines. Strong analytical and problem-solving skills to analyze data and make informed decisions. Experience working in a branch banking environment with a focus on liabilities and digital banking products. Familiarity with industry-specific regulations and compliance requirements is an asset.
Posted 2 weeks ago
5.0 - 9.0 years
7 - 10 Lacs
Udaipur
Work from Office
We are looking for a skilled Premium Acquisition Manager with 5 to 10 years of experience in the BFSI industry, specifically in liabilities and branch banking. The ideal candidate will have a strong background in premium acquisition and management. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to achieve business objectives. Provide exceptional customer service and support to ensure customer satisfaction. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Minimum 5 years of experience in the BFSI industry, preferably in liabilities and branch banking. Strong knowledge of premium acquisition and management principles. 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 Equitas Small Finance Bank is an added advantage.
Posted 2 weeks ago
2.0 - 4.0 years
4 - 6 Lacs
Hyderabad, Vicarabad
Work from Office
We are looking for a highly skilled and experienced Customer Service Officer to join our team at Equitas Small Finance Bank in the BFSI industry. The ideal candidate will have 2 years of experience in customer service, preferably in retail banking or mortgage operations. Roles and Responsibility Manage customer relationships and provide excellent customer service. Handle customer inquiries and resolve issues professionally. Work closely with the operations team to ensure seamless execution of customer transactions. Maintain accurate records of customer interactions and transactions. Collaborate with internal teams to improve overall customer satisfaction. Identify opportunities to upsell and cross-sell products and services to customers. Job Requirements Minimum 2 years of experience in customer service, preferably in retail banking or mortgage operations. Strong knowledge of inclusive banking principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and manage multiple tasks simultaneously. Strong problem-solving and analytical skills. Experience working with SBL mortgages and other financial products is an added advantage.
Posted 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Guntur, Andhra Pradesh
Work from Office
We are looking for a highly motivated and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably with a background in Sales or related fields. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base through effective sales strategies. Collaborate with internal teams to provide excellent customer service and support. Analyze market trends and competitor activity to stay ahead in the Emerging Enterprise Banking sector. Build and maintain a strong understanding of client needs and preferences to offer tailored solutions. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience in Sales or related field, preferably in the BFSI industry. Strong knowledge of Assets, UCV, and Emerging Enterprise Banking concepts. 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. Familiarity with Sales principles and practices to develop effective sales strategies. Location - Emerging Enterprise Banking,South,Andhra Pradesh,AP and TG,Vijayawada,Vijayawada,Guntur Branch,4008,Guntur
Posted 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Vapi, Ahmedabad, Vadodara
Work from Office
Post : Client Relationship Manager Hiring experienced BFSI sales professionals. Engage with walk-ins, leads & referrals. Pitch financial products, drive conversions & meet sales goals. Minimum 1 year of BFSI sales experience is required. Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 39 Years * Good Communications Skills * Fresher's Can't Apply
Posted 2 weeks ago
2.0 - 6.0 years
3 - 6 Lacs
Nagpur
Work from Office
The Sales Manager - CASA will lead efforts to drive sales of Current and Savings Accounts (CASA) for the bank. The role includes setting sales targets, developing strategies to acquire new clients, and managing the CASA sales team. The Sales Manager will also be responsible for maintaining high levels of customer satisfaction and ensuring that the branch meets its CASA growth targets. Strong sales and leadership skills are crucial for success in this role.
Posted 2 weeks ago
1.0 - 6.0 years
4 - 8 Lacs
Mysuru
Work from Office
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 4 to 9 years of experience in retail mortgages and sales, with a strong background in inclusive banking. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking, referrals, and market research. Develop and implement effective sales strategies to achieve business targets. Conduct site visits to assess client needs and provide personalized solutions. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Minimum 4 years of experience in retail mortgages and sales. Strong knowledge of BFSI industry trends and regulations. Excellent communication, interpersonal, and negotiation skills. Ability to work independently and as part of a team. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills.
Posted 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Athni, Ambasamudram, Bagalkot
Work from Office
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 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 & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries on various accounts, FD / RD, remittances &third party product InternalProcesses Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Educational Qualifications Graduate,preferably in commerce and related streams Experience 3+years experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basicknowledge on retail banking products Documentationskills Processcompliance focus Communicationskills: fluent in the local language BehavioralSkills Courteouscustomer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing Driving Execution Managing Relationships Customer Focus Location - Ambasamudram,Athni,Bagalkot,Bailhongal,Bengaluru,Bannerghatta,Belgaum,Ballari,Bhadravati,Bijapur,Challakere,Chamarajanagar,Channapatna,Chennai,Chikkaballapura,Chikodi,Chintamani,Chitradurga,Coimbatore,Davangere,Dharmapuri,Dharwad,Ernakulam,Gadag,Gauribidanur,Goa,Gokak,Kalburagi,Gundlupet,Hariharpara,Hassan,Haveri,Hebbal,Hospet,Hosakote,Hyderabad,Jamkhandi,Karunagappally,Kochi,Koppal,Kothamangalam,Maddur,Madhwapur,Magadi,Malkajgiri,Mangaluru,Mapusa,Mayiladuthurai,Medchal,Mylapore,Mysuru,Nagar,Nanjangud,Nelamangala,Peenya,Piriyapatna,Puducherry,Puttur,Thrissur,Rajahmundry,Ramanujnagar,Rajanagaram,Rangareddy,Shimoga,Sira,Shrirangapattana,Thanjavur,Thiruvaiyaru,Tiruvannamalai,Tiptur,Tumkur,Udupi,Vasco Da Gama,Vijayawada,Visakhapatnam,Yelahanka
Posted 2 weeks ago
0.0 - 5.0 years
2 - 7 Lacs
Bharuch, Anklav, Chikhli
Work from Office
Location: Dholka,Kheda,Malwan,Patan,Petlad,Vadali,Vadodara,Valsad Position description: Customer Relationship Officer 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 customersOffer 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 customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines
Posted 2 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Anupshahr, Alleppey, Ambasamudram
Work from Office
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 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 & RESPONSIBILITIES OF THE ROLE Business Meetthe set targets on liabilities in terms of open marketacquisition & existing customer conversion Understandneed and acquire customers who meet the criteria for liabilityproducts through either of the below channels: Leadsgenerated by branch staff and personal leads Referralsgenerated from existing customers Alternatechannels Maintainthe database of the prospects, meet select prospects and managethe relationship thereafter AccompanyCRS-Unsecured loans on the field for actively driving conversionof existing borrowing customers into liabilities customer Crosssell other secured loan products of Ujjivan and pass qualityleads to respective loan officers Sharecustomer insights/product related feedback with the Sales Manager- Liabilities Customers Interactwith customers in a courteous and professional manner; provideprompt, efficient and accurate services Reducecustomer dormancy and customer attrition by continuous engagement/ interaction Resolvesthe customer queries on various accounts, FD / RD, remittances &third party product InternalProcesses Guidethe customer to fill the Account Opening Form;ensure receipt and verification of KYC documents; obtain customersignatures on all mandatory documents Strictlyadhere & maintain compliance to KYC norms Drivethe usage of alternate channels such as ATMs, BCs and assistcustomers to use ATMs for dispensing cash Learning& Performance Maintainup to date knowledge of the liabilities products and services aswell as a working knowledge of other products offered in thebranch Resolvequeries raised by CRS-unsecured loans w.r.t liability productsand support them in selling liabilities Ensureadherence to training man-days/ mandatory training programs forself Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines Qualifications Graduate,preferably in commerce and related streams Experience 3+years experience, preferably in sales Certifications AMFI/ IRDA Certified FunctionalSkills Basic knowledge on retail banking products Documentation skills Process compliance focus Communication skills: fluent in the local language BehavioralSkills Courteouscustomer service skills Time Management Selling skills Telephonic cold calling skills Willingness to travel & relocation as per business requirements andcareer opportunities Competencies Planning& Organizing Driving Execution Managing Relationships Customer Focus Location - Alleppey,Ambasamudram,Anupshahr,Arcot,Aruppukkottai,Attur,Bengaluru,Ballari,Bodinayakanur,Channapatna,Chengalpattu,Chennai,Cherthala,Chitradurga,Coimbatore,Coonoor,Cuddalore,Cumbum,Davangere,Dharapuram,Dharmapuri,Dindigul,Ernakulam,Erode,Gadag,Gingee,Goa,Gobichettipalayam,Gudalur,Hosur,Hyderabad,Kanchipuram,Kannur,Karunagappally,Kochi,Kollam,Kottarakkara,Kottayam,Kovilpatti,Kozhenchery,Kozhikode,Krishnagiri,Kumbakonam,Kunnamkulam,Madhwapur,Madurai,Malkajgiri,Mannargudi,Mayiladuthurai,Medchal,Mettupalayam,Mylapore,Nagercoil,Namakkal,Ooty,Ottappalam,Palacode,Palakkad,Panruti,Paramathi-Velur,Paravoor,Paravur,Pathanamthitta,Pattukkottai,Perambalur,Periyakulam,Puducherry,Rajahmundry,Rajapalayam,Rajanagaram,Ramanathapuram,Rangareddy,Rasipuram,Salem,Sankarankoil,Sathyamangalam,Sivakasi,Tambaram,Tenkasi,Thanjavur,Theni,Thiruvaiyaru,Thiruvalla,Thiruvallur,Thiruvananthapuram,Tiruvannamalai,Thiruvarur,Thrissur,Tiruchengode,Tirunelveli,Tirupathur,Tiruppur,Tiruchirapalli,Udumalaipettai,Vaikom,Vasco Da Gama,Vellore,Vijayawada,Viluppuram,Virudhachalam,Visakhapatnam
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
Karnataka
Work from Office
We are looking for a highly skilled and experienced Service Delivery Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, with expertise in liabilities, branch banking, and service delivery. Roles and Responsibility Manage and oversee daily branch operations for efficient service delivery. Develop and implement strategies to enhance customer satisfaction and loyalty. Collaborate with cross-functional teams to achieve business objectives. Analyze and resolve complex customer complaints and issues promptly. Train and guide junior staff members to improve their skills and knowledge. Monitor and control expenses to ensure cost-effectiveness and profitability. Job Requirements Strong understanding of liabilities, branch banking, and service delivery principles. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in using technology and software applications for managing customer interactions. Strong analytical and decision-making skills to drive business growth. Experience working in a similar role within the BFSI industry is preferred. Location - Branch Banking,Rest of India 2,Karnataka,Karnataka,Bangalore 1,Bangalore 1,Karnataka,3083,K G Road
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
Maharashtra
Work from Office
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 1-6 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, or related fields. Roles and Responsibility Manage relationships with merchants and other stakeholders to achieve business objectives. Develop and implement strategies to increase sales and revenue growth. Build and maintain strong relationships with existing clients to ensure customer satisfaction. Identify new business opportunities and expand the client base. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of banking products and services, including mortgages and standalone merchant OD. Excellent communication and interpersonal skills to build strong relationships with clients and stakeholders. 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 small finance banks or similar institutions is preferred. Ability to adapt to changing circumstances and priorities. Location - Inclusive Banking - SBL , West , Maharashtra , Pune , Kolhapur , Mondha , Maharashtra , 9088 , Osmanabad
Posted 2 weeks ago
2.0 - 3.0 years
4 - 5 Lacs
Haryana
Work from Office
We are looking for a highly skilled and experienced Customer Service Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or customer service. Roles and Responsibility Manage and resolve customer complaints professionally and courteously. Provide excellent customer service through various channels, including phone, email, and walk-in. Develop and maintain strong relationships with customers to increase loyalty and retention. Collaborate with internal teams to resolve complex customer issues and improve overall customer satisfaction. Identify and escalate potential risks or issues to senior management. Maintain accurate records of customer interactions and transactions. Job Requirements Strong communication and interpersonal skills are essential for building rapport with customers and colleagues. Ability to work in a fast-paced environment and manage multiple tasks simultaneously. Knowledge of banking products and services, including liabilities and branch banking operations. Experience in customer service, focusing on resolving complaints and improving customer satisfaction. Strong problem-solving skills to analyze problems and develop effective solutions. Ability to work collaboratively as part of a team to achieve common goals. Location - Branch Banking,North,Haryana,HR & PB , Haryana , Haryana , Haryana , 11025 , Panchkula
Posted 2 weeks ago
6.0 - 11.0 years
8 - 13 Lacs
Gurugram
Work from Office
We are looking for a highly skilled and experienced Virtual Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 6-11 years of experience in the BFSI industry, with a strong background in liabilities, branch banking, customer experience, and Neo. Roles and Responsibility Develop and maintain strong relationships with customers through effective communication and problem-solving. Provide exceptional customer service and support to ensure high levels of satisfaction and loyalty. Manage and analyze customer data to identify trends and opportunities for growth. Collaborate with internal teams to develop and implement strategies for business development and expansion. Stay up-to-date with industry trends and competitor activity to inform business decisions. Identify and mitigate risks associated with virtual relationships to ensure compliance with regulatory requirements. Job Requirements Strong knowledge of liabilities, branch banking, customer experience, and Neo. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and adapt to changing priorities. Strong analytical and organizational skills with attention to detail. Experience working with virtual relationship management tools and technologies. Ability to build and maintain strong relationships with customers and internal stakeholders.
Posted 2 weeks ago
4.0 - 9.0 years
1 - 5 Lacs
Pune
Work from Office
We are looking for a skilled professional with 4 to 15 years of experience to join our team as an Area Manager - Retail in the BFSI industry, specifically with Equitas Small Finance Bank. The ideal candidate will have a strong background in retail banking and management. Roles and Responsibility Manage and oversee daily operations of retail branches to ensure efficient service delivery. Develop and implement strategies to boost sales and customer satisfaction. Lead and motivate a team of retail staff to achieve business objectives. Build and maintain relationships with key stakeholders, including customers and partners. Monitor and analyze market trends to identify growth opportunities. Ensure compliance with regulatory requirements and internal policies. Job Requirements Minimum 4 years of experience in retail banking or a related field. Strong knowledge of inclusive banking products and services, particularly mortgages. Excellent leadership and management skills, with the ability to motivate teams. Effective communication and interpersonal skills, with the ability to build strong relationships. Ability to analyze market trends and develop strategic plans. Strong problem-solving skills, with the ability to resolve complex issues.
Posted 2 weeks ago
3.0 - 4.0 years
1 - 5 Lacs
Chandigarh, Haryana
Work from Office
We are looking for a skilled Premium Acquisition Manager with 3 to 4 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers and expand the bank's customer base. Build and maintain strong relationships with existing customers to increase sales and revenue. Identify new business opportunities and develop plans to pursue them. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and ensure customer satisfaction. Job Requirements Minimum 3 years of experience in premium acquisition or a related field. Strong knowledge of liabilities, branch banking, and premium acquisition. 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 BFSI institutions is an advantage.
Posted 2 weeks ago
3.0 - 4.0 years
1 - 5 Lacs
Noida, New Delhi
Work from Office
We are looking for a skilled Premium Acquisition Manager with 3-4 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and premium acquisition. Roles and Responsibility Develop and implement effective strategies to acquire high-value customers. Build and maintain relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base. Collaborate with cross-functional teams to achieve business objectives. Provide exceptional customer service and support to ensure client satisfaction. Analyze market trends and competitor activity to stay ahead in the industry. Job Requirements Minimum 3 years of experience in premium acquisition or related fields. Strong knowledge of liabilities, branch banking, and premium acquisition principles. 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.
Posted 2 weeks ago
10.0 - 14.0 years
12 - 18 Lacs
Hubli, Belgaum
Work from Office
We are looking for a skilled Branch Manager to lead our retail team in Equitas Small Finance Bank. The ideal candidate will have 10 years of experience in the BFSI industry, with expertise in Inclusive Banking, SBL, and Mortgages. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient service delivery. Develop and implement strategies to boost business growth and customer satisfaction. Lead and motivate a team of professionals to achieve sales targets and goals. Build strong relationships with customers, identifying their needs and providing tailored solutions. Collaborate with internal stakeholders to drive product development and innovation. Monitor and control expenses to ensure cost-effectiveness and profitability. Job Requirements Proven experience as a Branch Manager in Retail banking or related fields. Strong knowledge of Inclusive Banking, SBL, and Mortgages products and services. Excellent leadership and management skills, with the ability to inspire teams. Effective communication and interpersonal skills, enabling strong customer relationships. Ability to analyze market trends and develop strategic plans to capitalize on opportunities. Strong problem-solving and decision-making skills, with attention to detail and accuracy.
Posted 2 weeks ago
1.0 - 2.0 years
2 - 4 Lacs
Chennai
Work from Office
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 customers 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 skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria Maximum 30 Years of age.
Posted 2 weeks ago
1.0 - 6.0 years
2 - 6 Lacs
Mumbai
Work from Office
4193-Relationship Manager - Commercial Vehicles Relationship Manager who will be responsible for sourcing of new business from open market / RL branch network or CA / DSA channel network. Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC) Cross sell of other banking products Souring and Servicing of WC, Inventory Funding or Trade Advance to automobile Dealerships Warehousing Projects Finance ( restricted to transport / logistics segment ) Lease Rent Discounting (restricted to transport / logistics segment and automobile segments ) Evaluation of financials and structure the transactions with suitable product offerings to meet the clients finance requirement Preparing the marketing proposal and coordinating with credit team for approval of the NTB proposals Coordinating with technical, legal and operations team for loading and disbursement of files Actively evaluating the opportunity of cross sell to increase the wallet share Login and monitoring of TOD and Adhoc facilities on regular basis Coordination with the Trade team for non fund based transaction Coordinating with ops and monitoring for renewal / DRS / Enhancement / Property insurance updation. Taking care of WCDL disbursement and its tracking for deposits of payment on the due date. DRS Tracker. Monitoring of same and put reminder to client if any DRS exceed their deadline Arranging and submission of Book debts / stock statement on monthly basis i.e within deadline RCU of files prior login of any file ( renewal or enhancement )
Posted 2 weeks ago
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