4162 Retail Liabilities Jobs - Page 13

Role & responsibilities Ensure efficient daily operation of a branch, including lending, product sales and customer service in accordance with the banks objectives Prepare the plan for the growth of branch business in consultation with the Cluster Head Implement the plan through the Branch team so as to achieve the top line goals Establish and strengthen relations with key customers (e.g. top 10%) to generate sustained business. Review daily/ periodic reports (e.g. overdrawn accounts, temporary overdrafts, cash retention limit, office accounts, etc.) and take proactive action to ensure profitable and ethical business. Ensure audit related deliverables, both internal and external are met as p...

Kotak Mahindra Bank Limited is looking for Service Officer-BRANCH BANKING-Service to join our dynamic team and embark on a rewarding career journey The Service Officer is responsible for assisting customers by addressing queries, resolving issues, and ensuring a high level of service satisfaction They handle requests, process documentation, and maintain accurate records for smooth operations The role involves coordinating with internal teams to provide effective solutions and timely support Service Officers also contribute to building long-term client relationships and ensuring compliance with company policies Disclaimer: This job description has been sourced from a public domain and may hav...

Kotak Mahindra Bank Limited is looking for Service Officer-BRANCH BANKING-Service to join our dynamic team and embark on a rewarding career journey The Service Officer is responsible for assisting customers by addressing queries, resolving issues, and ensuring a high level of service satisfaction They handle requests, process documentation, and maintain accurate records for smooth operations The role involves coordinating with internal teams to provide effective solutions and timely support Service Officers also contribute to building long-term client relationships and ensuring compliance with company policies Disclaimer: This job description has been sourced from a public domain and may hav...

Kotak Mahindra Bank Limited is looking for Service Officer-BRANCH BANKING-Branch Banking to join our dynamic team and embark on a rewarding career journey The Service Officer is responsible for assisting customers by addressing queries, resolving issues, and ensuring a high level of service satisfaction They handle requests, process documentation, and maintain accurate records for smooth operations The role involves coordinating with internal teams to provide effective solutions and timely support Service Officers also contribute to building long-term client relationships and ensuring compliance with company policies Disclaimer: This job description has been sourced from a public domain and ...

Kotak Mahindra Bank Limited is looking for Service Officer-BRANCH BANKING-Service to join our dynamic team and embark on a rewarding career journey The Service Officer is responsible for assisting customers by addressing queries, resolving issues, and ensuring a high level of service satisfaction They handle requests, process documentation, and maintain accurate records for smooth operations The role involves coordinating with internal teams to provide effective solutions and timely support Service Officers also contribute to building long-term client relationships and ensuring compliance with company policies Disclaimer: This job description has been sourced from a public domain and may hav...

Kotak Mahindra Bank Limited is looking for Service Officer-BRANCH BANKING-Service to join our dynamic team and embark on a rewarding career journey The Service Officer is responsible for assisting customers by addressing queries, resolving issues, and ensuring a high level of service satisfaction They handle requests, process documentation, and maintain accurate records for smooth operations The role involves coordinating with internal teams to provide effective solutions and timely support Service Officers also contribute to building long-term client relationships and ensuring compliance with company policies Disclaimer: This job description has been sourced from a public domain and may hav...

Dear candidate, Urgent opening with leading bank. Designation : First Wealth & Current Account RM CTC : 13.88 LPA AGE - 33 Yrs (AGE Must be less than or equal to 33 Not more than that) First preference is for MNC Banks candidates. NO small Finance bank or Cooperative bank candidate. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com or whats app me on 8369367973 (Shrutika) Job Description : Client Acquisition & Portfolio Growth Identify, onboard, and nurture new high net worth / affluent clients. Generate leads, referrals, network to build client base. Relationship Management Maintain deep relationships with assigned clients, understand their financial goals, ris...

Kotak Mahindra Bank Limited is looking for Branch Operations Manager-BRANCH BANKING-Service to join our dynamic team and embark on a rewarding career journey Responsibilities:Managing staff who work directly with customers, including hiring, training, and scheduling employees Reviewing sales reports and other business metrics to identify problem areas that need improvementRecommending strategic changes to improve branch performance or implement new products or servicesManaging staff who handle customer requests for information about products or services offered by the bank Conducting training sessions on topics such as fraud prevention, security awareness, and customer serviceOverseeing the ...

CASA sales portfolio management

Position Purpose Acquisition of High End Current Accounts / Saving Accounts through open market along with cross selling of other products of the Bank. Position Responsibilities 1. New to bank acquisition of high end current accounts / Saving Accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.Adherence to Bank policies and guidelines such as KYC & AML 2. Ensure successful onboarding of customer for a smooth transition to branch banking team. 3. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified A...

Role & responsibilities: Wealth Management Branch Banking Portfolio Handling Customer Relation Retail Liabilities NTB Preferred candidate profile: Wealth Management Branch Banking Portfolio Handling Customer Relation Retail Liabilities NTB

*Acquire new clients through leads, referrals, family / group accounts, etc. *Grow the banks liability base (e.g., CASA, fixed deposits) by deepening relationships with existing premium customers. *Crosssell bank and thirdparty products including investment, insurance, credit cards, loans, wealth & asset management etc. *Regularly service the mapped client base: handle enquiries, conduct regular reviews, address client needs, maintain relationships. *Meet sales / liability / revenue targets for assigned portfolio. *Participate in bank / branch campaigns for product launches, liability growth, etc. Ensure compliance with bank’s policies, KYC/AML regulations, regulatory norms.

Opportunity for Relationship Manager First Wealth / Current Account with leading BANK !!! Role : Relationship Manager First Wealth / Current Account Location : Chembur / thane / borivali to malad / BKC / JACOB CTC : MAX 13LPA FOR LOCATION : BKC / JACOB CTC IS 15-18LPA Age : 33 max (PLEASE DONT APPLY IF YOUR AGE IS MORE THEN THIS) MUST BE Presentable Key Responsibilities Client Portfolio Management Manage existing clients (First Wealth / premium customers), ensure their satisfaction, handle their banking and wealth needs New Client Acquisition Bring in new premium clients into the First Wealth segment to grow the portfolio. Cross-selling / Upselling Promote bank products/services (loans, inve...

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer - 40:60 In-depth understanding of financial instruments, ma...

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer - 40:60 In-depth understanding of financial instruments, ma...

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer - 40:60 In-depth understanding of financial instruments, ma...

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer - 40:60 In-depth understanding of financial instruments, ma...

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer - 40:60 In-depth understanding of financial instruments, ma...

Urgent Hiring for Affluent BB RM ( 50 klhs & Above Portfolio Management ) Handling NRI + RM + Liabilities + Portfolio Management & Closing with RM's Contact Person : Divyaa Wassup 9137265848 , qcprofile@gmail.com KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans ...

Role/ Job Title: Associate Manager-Acquisition (CASA)-Sales Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also, to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer a...

Role & responsibilities: Client Acquisition: Identify, target, and onboard new HNI clients for CASA products through referrals, networking, and market intelligence. Achieve monthly and quarterly acquisition and balance build-up targets. Relationship Management: Maintain and strengthen long-term relationships with existing elite customers through regular interactions and service reviews. Ensure high customer satisfaction and retention through personalized engagement. Cross-Selling & Revenue Generation: Identify customer needs and cross-sell banking products such as term deposits, insurance, mutual funds, loans, etc. Achieve assigned revenue and product mix targets through effective portfolio ...

Role & responsibilities Local resident of the applying location. Acquire new customers for liabilities from open market. Assist the CRS- Unsecured loans for conversion of existing borrowing customers for liabilities. Resolves the customer queries on various accounts, FD,RD, CASA, remittances & third party products Preferred candidate profile Local candidates only

Role & responsibilities Local resident of the applying location. Acquire new customers for liabilities from open market. Assist the CRS- Unsecured loans for conversion of existing borrowing customers for liabilities. Resolves the customer queries on various accounts, FD,RD, CASA, remittances & third party products Preferred candidate profile Local candidates only komal596@ujjivan.com / 9875998056

Role & responsibilities Local resident of the applying location. Acquire new customers for liabilities from open market. Assist the CRS- Unsecured loans for conversion of existing borrowing customers for liabilities. Resolves the customer queries on various accounts, FD,RD, CASA, remittances & third party products Preferred candidate profile Local candidates only

Job Description: 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 for customer satisfaction Job R...