4162 Retail Liabilities Jobs - Page 2

Role & responsibilities Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. Easily establish relationship with customers and build a rapport. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank....

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Hyderabad Job Role : 1. Branch Head 2. Branch Sales Manager 3. Customer Relationship Officer 4. Current Account Manager 5. Branch Sales Executive 6. Senior sales Executive 7. Relationship Manager Job Title - Branch Head (Minimum 8 years of Experience / Age up to 40 years). Work with management in establishing growth, sales, employee productivity and profit objectives for the branch. Make certain that all office operations are performed in accordance with established Banking policies and procedures, either directly or through appropriate super...

Relationship Manager - Casa Sales 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. Should know the local language. New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML Ensure successful onboarding of customer for a smooth transition to branch banking team. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to ...

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

Job Title: Sales Executive CASA Products Location: MEERUT,Faizabad,Muzaffarnagar,Shahjahanpur,Jankipuram, Brijlok Colony Pilibhit Road Bareilly,Delhi Road Meerut,Gomti Nagar, (Lucknow), Kanpur , Allahabad , Agra , Lanka ,Basti Experience: Minimum 1 year in CASA / Current & Savings Account sales Education: Graduate Age: Maximum 32 years CTC: As per industry standards / Negotiable Job Summary: We are looking for a motivated and target-driven Sales Executive to drive CASA (Current Account and Savings Account) acquisition and growth in the assigned locations. The candidate will be responsible for identifying new customers, maintaining strong client relationships, and achieving assigned business ...

Role & responsibilities Job Title: Sales Manager Premium Banking Corporate Title: NCT Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benef...

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial bankin...

Urgent Hiring for banking client for the following role: Role : RELATIONSHIP MANAGER_ CURRENT ACCOUNT sales department . Experience required: candidate should be experienced in casa sales for atleast 4-5 years in banking . ctc is upto 8 Lakhs age limit is upto 35 years Interested candidate can share cvs on jobs2@dreamsplacement.com

Looking for Candidates to Join as Senior Manager role at Jodhpur Location of Rajasthan Role & responsibilities BRANCH MANAGEMENT Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and v...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and corporate clients to grow liabilities business. Identify new business opportunities through cross-selling of bank's products such as Priority Banking, Mutual Funds, Retail Liabilities, Business Banking, Working Capital, Portfolio Management, etc. Develop strong understanding of client needs and provide tailored solutions to increase customer satisfaction and loyalty. Collaborate with internal teams to resolve client issues and improve overall service delivery. Meet sales targets by acquiring new customers and increasing revenue growth.

Role & responsibilities • Maintains the Profit and Loss statement and Balance Sheet for the branch • Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank • Sustained revenue generation for the branch through cross sell of TPP, RA and BB products • Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service • Ensures Efficient complaint management within specified TATs • Drives high service scores • Conducts customer engagement programs and marketing events • Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening System...

Roles and Responsibilities Manage daily branch operations, ensuring efficient use of resources and optimal customer service. Oversee sales team performance, providing guidance on product knowledge, selling techniques, and customer relationship management. Develop and implement strategies to increase revenue growth through cross-selling life insurance products and enhancing retail liabilities. Ensure compliance with regulatory requirements, internal policies, and procedures while maintaining a high level of integrity. Foster strong relationships with customers by understanding their needs and providing personalized solutions. Share me your cv on - komal596@ujjivan.com 987598056

Role & responsibilities Sales Officer Current Account & Saving Account Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of is...

We have openings for Platinum RM And Affluent RM 5+ yrs of experience Daily interviews in Hyderabad

Sr Sales Executive-CONSTRUCTION EQUIPMENT (CE)-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 ...

Dear Candidate, Hiring for BDE role - Bangalore location Interview Date : 6th Nov, 2025 Interview location : Jana Small Finance Bankl Ltd, No.140L,HSR layout,5th Main,6th Sector,Bangalore-560034 Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running i...

About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role: Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are als...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

Greeting from Planet Solution !! We are looking for Candidates :- 1-Casa Experience 2-Acquisition 3-Customer Handling 4-Cross Selling Interested candidates please call on :-9237396207

About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role: Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are als...

Dear Candidates, Hiring for Branch Manager - Bangalore location. Experience : 10 + years Preferred candidates profile : Banking Industry - Liability products only preferred Candidate Must have two years of experience in Branch Manager role (Branch banking - Liabilities) only preferred. Stability is Must and no Employment Gap. Interested candidates drop your profile to this mail ID karthick.m01@janabank.com

Role & responsibilities - Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. - Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. - Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. - Easily establish relationship with customers and build a rapport. - Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Preferred candidate profi...

Operations and compliance Oversee daily operations : Manage all aspects of the branch's day-to-day activities to ensure efficiency. Ensure compliance : Adhere to all credit and audit policies, as well as other regulatory requirements. Manage profitability : Monitor and control expenses to maintain the branch's financial health. Sales and business development Achieve sales targets : Develop and implement strategies to meet or exceed sales goals for the branch. Grow the portfolio : Build and maintain a healthy loan and customer portfolio. Drive acquisition and retention : Work on acquiring new customers and retaining existing ones. Identify opportunities : Spot opportunities for cross-selling ...