1754 Retail Liabilities Jobs

Role: Signature Relationship Manager Location : Mumbai) Experience : Minimum 2 years in CASA Sales We are looking for experienced professionals to join our premium banking team as Signature Relationship Managers . The role involves managing a portfolio of HNI/UHNI clients , offering them tailored banking and investment solutions. Key Responsibilities: Acquire and manage high-value clients Deliver personalized financial and wealth solutions (MFs, Insurance, Bonds, etc.) Conduct regular portfolio reviews and ensure top-tier service Achieve revenue and AUM targets Stay updated with market trends and product offerings Desired Profile: Strong relationship management & communication skills Proven track record in HNI client handling and financial product sales Graduate/MBA preferred ntives Interested candidates can apply now or share profiles for immediate consideration on komalrana.bnh@gmail.com.

JD• To Source premium Saving and Current Account and Third party Product • Follow market trends and development to increase the bank's business. • Maintain the Existing client relationship and provide Service. • Completed the assign task, client meeting to identify their financial goals and plans. • To maintain the existing customer and meet the monthly goal sheet as per target.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.

MEGA OPENINGS FOR BANKING CLIENT AND NBFC IN HYDERABAD,CHENNAI & ERODE 1. Platinum Relationship Manager (Bank) Location: Hyderabad Job Role: Experience in Retail Banking preferably in relationship management, Sales & dealing with HNI Clients. 2. Relationship Officer(Bank) Location: Hyderabad/Chennai Job Role: Experience in Banking Sales with CASA, Corporate Salary products 3. Territory Sales Manager(NBFC) Location: Chennai Job Role: Experience in Sales of any BFSI products. It is an individual Role 4. Relationship Officer/Relationship Manager(NBFC) Location: Erode Job Role: Exp in Sales dealing with Secured Business Loan or LAP

Greetings !! Mega Walk-In Interview - Sales Manager (CASA) for Kolkata & Surroundings Interview Venue : IndusInd Bank Limited, Zonal Office, Saket Building, 6th Floor, 44 Park Street, Kolkata 700016 Walk-in Interview : 6 August, 2025 (Wednesday) Time : 11 AM - 4 PM Responsibilities : 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. Essential requirement : Must be from sales background preferably from Banking Industry Age must be within 35 Min 5 years of relevant work experience in the banking industry is mandatory Education : Graduate / Postgraduate *** Freshers are not allowed & Banking experience is mandatory.

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Roles and Responsibilities : • Acquire and upgrade quality clients in the branch location areas to the Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objectives, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationships through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold service standards. • Ensure internal and regulatory compliance through strict adherence to sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold Client service standards. Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

Drive branch liabilities targets including CASA, FD, and other third-party products. Acquire new-to-bank high-value customers and deepen relationships with existing ones. Plan and execute local marketing campaigns, customer engagement activities. Lead, mentor, and manage the performance of branch staff including Relationship Managers, Personal Bankers, and Tellers. Conduct regular training and motivation sessions to enhance productivity

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold Client service standards. Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

Role & responsibilities Acquire and manage HNI clients. Provide personalised banking solutions across assets, liabilities, and wealth products Cross-sell investment, insurance, and loan products. Ensure high levels of customer service and relationship retention Conduct regular portfolio reviews and financial planning discussions Coordinate with product and operations teams to ensure smooth customer on boarding and transaction execution Maintain compliance with regulatory and internal audit standards Meet monthly and quarterly sales and service targets

We are looking for a highly skilled and experienced professional to join our team as an Officer in Retail Branch Operations - Housing - Branch Operations. The ideal candidate will have 6-7 years of experience in the banking industry, preferably with TATA CAPITAL LIMITED. Roles and Responsibility Manage and oversee daily retail branch operations, ensuring efficient and effective service delivery. Develop and implement strategies to enhance customer satisfaction and loyalty. Collaborate with cross-functional teams to achieve business objectives and goals. Analyze and resolve complex operational issues, providing solutions and alternatives. Train and guide junior staff members to improve their skills and knowledge. Maintain accurate records and reports, ensuring compliance with regulatory requirements. Job Requirements Strong understanding of banking operations, including housing and retail branch management. Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders. Proficient in MS Office and other relevant software applications. Ability to analyze data and make informed decisions to drive business growth. Strong problem-solving and critical thinking skills, with attention to detail and accuracy. Experience working in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Role/ Job Title: Deputy Manager-Acquisition (Corporate Salary)-Sales Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Deputy Manager-Acquisition (Corporate Salary) to join our Retail Banking team in Kolkata, West Bengal, India. As a leading bank in the country, we are committed to providing our customers with the best financial solutions and services. We are looking for a dynamic individual who shares our passion for excellence and is ready to take on new challenges. Roles & Responsibilities: Identify and acquire new corporate salary accounts for the bank Develop and maintain relationships with corporate clients to generate business Understand the financial needs of corporate clients and provide them with suitable banking solutions Collaborate with other departments to ensure smooth onboarding and servicing of corporate clients Meet and exceed sales targets set by the bank Keep up-to-date with market trends and competition to identify new business opportunities Provide excellent customer service and resolve any issues or concerns raised by corporate clients Ensure compliance with all banking regulations and policies Minimum of 1 years of experience in corporate sales or relationship management in the banking industry Proven track record of meeting and exceeding sales targets Education Qualification: Graduation: Any Graduation Post-graduation: Any Post-graduation Experience: 2 to 5 years of relevant experience Functional Area: Sales

Urgent Hiring for Relationship Manager-Signature Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Ensuring adherence to Compliance processes and guidelines. 9. Reduce rejection rates and improve quality of documentation. 10. Ensuring 360 client engagement Total Client Ownership. Qualification: Graduate Work experience : 5+ years Any other Experience required : Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Relevant experience as below : Senior Relationship Manager 6+ years Relationship Manager 3 6 years If interested kindly send resume at qcnaukri5@gmail.com or DM/what's app at 7506571833

A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager Retail Liabilities for Delhi and Gurgaon locations. Key Responsibilities: Acquire and manage a portfolio of HNI and affluent clients. Cross-sell banking products such as CASA , Life Insurance (LI) , and Mutual Funds . Provide personalized wealth management solutions based on client profiles and risk appetite. Ensure high levels of customer satisfaction through proactive service and engagement. Maintain regular client interactions and conduct portfolio reviews. Comply with all banking and regulatory guidelines. Candidate Profile: Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management. Strong knowledge of CASA, Life Insurance, Mutual Funds, and other retail liability products. Excellent relationship-building, communication, and sales skills.

We are hiring experienced and result-oriented Branch Managers for a leading private sector bank. This is an excellent opportunity to lead a branch, drive business growth, and manage retail liability products. Key Responsibilities: Manage overall branch operations and profitability Drive sales of retail liability products including CASA, term deposits, and cross-sell Ensure high customer satisfaction and service standards Lead and motivate the branch team to achieve targets Maintain regulatory compliance and audit readiness

Job Opening: Branch Manager Private Bank Location: Bangalore Industry: Private Sector Banking Position: Branch Manager Product Focus: Retail Liabilities (CASA, Savings, Current Accounts, etc.) Job Description: We are hiring experienced and result-oriented Branch Managers for a leading private sector bank. This is an excellent opportunity to lead a branch, drive business growth, and manage retail liability products. Key Responsibilities: Manage overall branch operations and profitability Drive sales of retail liability products including CASA, term deposits, and cross-sell Ensure high customer satisfaction and service standards Lead and motivate the branch team to achieve targets Maintain regulatory compliance and audit readiness

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Location: mumbai,delhi,pune,bangalore,hyderabad,Chennai

Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Key Customer Relationship Management & supervision of all High Net Worth customer programs

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA . Increasing the Liability book and Investment portfolio size through, deepening and new acquisition. Client Servicing Required Candidate profile Good interpersonal and communication skills Knowledge of CASA sales and marketing Preference to Banking industry candidates Relocation candidates can also apply

Roles & Responsibilities: Acquisition of NTB Current / Savings account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Kindly walkin to the below mentioned location on 2nd Aug: IDFC First Bank : Adyar Branch : Ground Floor, Premises No 23 Amal Daz Heights Adyar Bridge Road, Adyar, chennai 600020.