1754 Retail Liabilities Jobs - Page 20

About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role 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 Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size.Job Requirement Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"s Graduates MBA Having more than 1-2year work experience

About The Role 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 Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role Premier Acquisition Manager Business Banking KRAs: 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 CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.

About The Role 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 Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives

About The Role 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 Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

About The Role Premier Acquisition Manager Business Banking KRAs: 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 CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role Job Role: To lead a team of relationship managers. Manage, develop and enhance deepening of the relationship with Channels (Branch, DSA, Builder) Responsible for achieving team targets and sales volume. Ensuring Teams Productivity along with Location Productivity Responsible for Location NPS Managing HNI Clients and responsible for deepening of the relationship with them Responsible for cross sell of CASA and TPP. Job Requirements Should have good interpersonal skills. Ability to manage, motivate and lead team. Should possess relationship building skills. Job Specifications Should have minimum work experience of 8-10 years. Expertise in banking products specially Assets.

About The Role JOB ROLE - 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 REQUIREMENT - 4 to 5 years work experience - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive. Go getter attitude.

About The Role 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 Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives

About The Role Premier Acquisition Manager-RL SALES- JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"s Graduates MBA Having more than 1-2 year work experience

About The Role 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 Leadership skills (though more tactical than strategic) " ThinkerDoer 40:60 " In-depth understanding of financial instruments, markets and macro micro economic processes " Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" " Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements:: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter Application: If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail tosmitha.nair@kotak.comPlease mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business group "

About The Role Posting Description for Internal Candidates CEC-Relationship Manager-VRM Enter Custom Internal Posting Description Short Description for Internal Candidates Job Role: " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. " This ski Description for Internal Candidates Job Role" To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. " This skill will also do sales with assigned customer based mapped to them. " Measure of outcomes NPS, Service Level, Service Quality and Sales. " Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. " Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues. " Complete the logs specified by the process (End-of-day target). " Adherence to Information Security norms & quality process norms. " To be aware of and comply with any updates about the process. " Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements" Should be a least graduate. " No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. " Should not have employment gap for more than a month. " Should have at least completed a year in current org. " Better soft skills conversational skills and English versant scores 7+. " Flexible to work on rotational week offs. Same Posting Description for Internal and External Candidates

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

About The Role Job Role: Lead a team of Relationship officers -Customer Engagement (ROCE) in the region to manage Cat C & D portfolio as assigned by VRM CEC. Lead Conversion - Meeting benchmark Conversion of leads as budgeted from time to time as generated by Customer experience Centre(CEC) and central campaigns/triggers by CVMHO team Ensure superior ground coverage of the customers mapped to VRM and ROCE team Drive portfolio objectives through RO CEs - Category upgrades, Casa deepening, Digital adoption, GPH improvement, GSA improvement NPS Ensuring on ground Customer experience translates into desired NPS at a portfolio level Job Requirements: Graduate with min 12 years, or Post Graduate with a min of 8-10 years of experience Experience of managing a large feet on street 20+, team remotely. Experience field sales in BFSI preferred. Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities. Team Player with deep sense of working in matrix structures.

About The Role Posting Description for Internal Candidates CEC-Relationship Manager-VRM Enter Custom Internal Posting Description Short Description for Internal Candidates Job Role: " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This ski Description for Internal Candidates Job Role:" To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them. " Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms. " To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.Same Posting Description for Internal and External Candidates

About The Role Job Role " Lead a team of relationship officers Relationship Managers " Ensuring the sales of CASA, TPP and other asset products through Relationship Officers/RM"s " Driving customer coverage and Ensuring customer engagement & Retention " Drive productivity through team assigned Job Requirements " Postgraduate preferably MBA " Thorough understanding of banking " Blend of Sales and Service " AMFI & IRDA certified " High energy and drive " Customer First attitude " Ability to handle a team " Persuasive with excellent interpersonal skills

About The Role Has a reporting span of 6 10 Trade PSMs 2. Alignment is typically to the branch banking region (i.e., RBH) 3. Responsible for the achievement of business segment (i.e., non-individual) TFX Income target assigned to the branches 4. Responsible for increasing the trade client base 5. Builds the trade asset book (Export Credit, Import Finance, BG, LCBD, Domestic Trade Non-LC Bills) 6. Puts the catchment-wise strategy in place to scope TFX business opportunities 7. Engages with the BMs, RMs and other Sales team members to draw a plan to achieve the target 8. Provides the required product inputs training to the stakeholders builds the capability 9. Organises marketing events activities in consultation with stakeholders 10. Builds the relationship with market makers like, CAs Corporate Law Firms Legal entities etc., 11. Monitors the key growth parameters in the portfolio and takes the corrective measures, in case of declining trend 12. Makes sales calls client meetings along with the RMs sales team 13. Assists the RMs BMs in arriving at an appropriate TFX pricing applicable to the clients 14. Launches local catchment specific contests campaigns etc., to build and sustain the momentum 15. Engages in periodical reviews with ABM and RBHs to analyse the gaps and puts the actionable in place as a corrective measure 16. Addresses the client specific issues, if any 17. Liases with back end and Trade Desks for the trns related aspects, wherever required 18. Works closely with various units (TAD, Compliance, Escrow, Legal, Ops, Product etc.,) for Capital Account Trns, and ensures flawless execution of trns 19. Engages with various industry associations like FIEO, EEPC, SEA etc., to promote the brand 20. Monitors and ensures that the branches are completing Trade KYC, Additional Due Diligence 21. Responsible for the compliance parameters of BoE XAR pendency MTTs