4162 Retail Liabilities Jobs - Page 14

Role: Acquisition Manager - CASA Department : Retail Liabilities / Branch Banking Location: Faridabad Employment Type: Full Time Role Summary: Responsible for acquiring new Current Account (CA) and Savings Account (SA) customers, ensuring account activation, balance maintenance, and cross-selling other banking products. The role is sales-focused and targets-driven. Key Responsibilities: Acquire new CASA customers through field sales, referrals, and campaigns Ensure proper KYC, documentation, and account activation Drive usage, balance maintenance, and customer engagement Cross-sell bank products (loans, insurance, mutual funds, etc.) Meet monthly/quarterly targets for acquisition and balance...

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Job Summary: We are seeking a dynamic and results-driven Relationship Manager to manage and grow client relationships. The ideal candidate will be responsible for understanding client needs, offering tailored solutions, and ensuring long-term satisfaction. You will serve as a trusted advisor to clients while identifying opportunities for cross-selling, upselling, and overall business expansion. Key Responsibilities: Client Relationship Management Build and maintain strong, long-lasting relationships with existing and prospective clients. Understand clients business goals, challenges, and financial needs to provide appropriate solutions. Act as the main point of contact for client queries, es...

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Tamil Nadu Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Sales Manager - Merchant Acquiring 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside"...

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring upcoming branches Job Location: Across Karnataka Date : 11-Oct-2025 Time : 10:00am to 3:30pm Walk-in Interview Venue Bandhan Bank - Koramangala Branch Moksha Mansion, No.151, Sarjapura, Near Jakkasan dra Bus Stop, Koramangala, 1st Block, Bangalore 560034 Job Role : 1. Branch Head 2. Assistant Branch Head 3. Branch Sales Manager 4. Customer Relationship Officer 5. Teller 6. Branch Sales Executive 7. Senior sales Executive Kindly inform to your colleagues and friends, who is looking for job opportunity in sales and Operation role. Kindly refer your friends who is looking for job opportunity.

Role & Responsibilities Acquire, manage, and deepen relationships with High Net Worth Individuals (HNIs) in the Affluent/Privilege Banking segment. Drive business growth by cross-selling a wide range of banking and investment products (liabilities, assets, insurance, mutual funds, etc.). Conduct regular portfolio reviews and provide tailored financial solutions based on client needs and risk profiles. Ensure superior customer service and timely resolution of client queries. Achieve assigned sales targets and ensure compliance with all regulatory and bank policies. Organize client engagement activities and events to strengthen relationships and enhance client loyalty. Coordinate with internal...

Role Overview: As a CEC Team Leader Inbound in the Customer Experience Center department, you will be responsible for managing a team of 15-18 officers handling inbound calls in Retail Liabilities. Your main focus will be on ensuring that the team delivers on Quality, Call productivity, Sales, and Shrinkage as per the defined benchmarks. You will also be managing the floor to monitor discipline, resolve officer queries, update officers on process/product updates, and handle escalated customer calls with end-to-end resolution. Key Responsibilities: - Manage a team of 15-18 officers handling inbound calls in Retail Liabilities - Ensure the team delivers on Quality, Call productivity, Sales, an...

* Responsible for sourcing High-Value CASA customers. * Achieved business objectives for retail liability sales for the branch. * Generating revenue from sale of CASA, TPP products like Insurance and upgrading customer lower product category to high. Required 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.

Opportunity for Select Relationship Manager with leading BANK !!! Job Location - Western Line and central line Ctc : KAM- upto 6.5L and Select RM- Upto 10.50L Key Responsibilities • To acquire new clients through leads and family accounts grouping • To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base • To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client • To service clients covering all their banking needs including bank/3rd party products • To increase the bank and third party product holding of the mapped client • To meet / call mapped clients for client servicing needs and new produc...

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 customer s 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 c...

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.

Role : Acquisition Manager - CASA Department : Retail Liabilities / Branch Banking Location : Morabad,Bareilly,Lucknow Employment Type : Full Time Role Summary: Responsible for acquiring new Current Account (CA) and Savings Account (SA) customers, ensuring account activation, balance maintenance, and cross-selling other banking products. The role is sales-focused and targets-driven. Key Responsibilities: Acquire new CASA customers through field sales, referrals, and campaigns Ensure proper KYC, documentation, and account activation Drive usage, balance maintenance, and customer engagement Cross-sell bank products (loans, insurance, mutual funds, etc.) Meet monthly/quarterly targets for acqui...

We are currently looking for dynamic professionals for the following roles: 1) Preferred Relationship Manager (6+ Years Exp) 4) PBA (4+ Years Exp) 3)PB Classic (3+ Years Exp) Roles and Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling. Walk In Drive details: Date Of Interview: 08th October 202...

JOB SUMMARY The role entails overseeing the Sales and service aspect of Premium and above segment customer in GB branches including distribution operations, service and sales. The role bearer is responsible for Premium and above segment client portfolio management (acquiring, Enhancing, deepening and retention). The role bearer will be a one point contact for all premium and above segment customer for all his financial needs and services thus enhancing current relationship value and wallet share which will further increase profitability from the relationship. KEY RESPONSIBILITIES Acquiring new premium and above segment Customer. Regularly interact with mapped customer to build rapport and un...

Sr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations JOB DESCRIPTION Job Role: .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 Leade...

Sr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations JOB DESCRIPTION Job Role: .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 Leade...

Greeting from HDFC Bank!! Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Educational Qualifications : Any Graduate Key Skills Graduation: Post-Graduation Certifica...

Position:- BDE & BDM (Retail Liabilities CASA) Eligibility Criteria :- a) Any Graduate / Post Graduate having passion on Sales. b) Age should not be more than 30 years. c) Any Sales Executives with experience of 2+ years in NTB Business acquisition of CA, SA, RD, TD, LI, GI, Assets X-sell etc.. d) Strong business knowledge in liability products sale and deepening management. e) Excellent communication skills in English and Regional Language will be added advantage. f) He or She may need to travel extensively and should be ready to mobile HR 9500040065

Role & responsibilities Build and maintain good relationships with clients. Understand client needs and offer suitable banking or financial products. Achieve sales and business targets. Handle customer queries and resolve issues quickly. Ensure proper documentation and compliance. Identify new clients and growth opportunities. Maintain regular contact to ensure customer satisfaction and loyalty. Preferred candidate profile

Role & responsibilities Build and maintain good relationships with clients. Understand client needs and providing suitable proucts Achieve sales and business targets. Handle customer queries and resolve issues quickly. Ensure proper documentation and compliance. Identify new clients and growth opportunities. Maintain regular contact to ensure customer satisfaction and loyalty. Preferred candidate profile

Role & responsibilities Job Purpose: The role entails managing and scaling up the Rural banking business for the branch by creating strategies to achieve growth targets for the branch by managing operations and resources in the most cost efficient and technology effective manner. It also entails developing constructive relationships with key local dealers and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. It is accountable to ensure expansion of branch footprint, product penetration and delivery of high-quality customer service. The role will closely collaborate with the product and operations teams to...

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : Across Mumbai / Navi Mumbai / Central Mumbai 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...

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 customer s 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 skil...

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 customer s 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 skil...