4177 Retail Liabilities Jobs - Page 26

Role & responsibilities - Urgent Hiring for Acquisition Manager or Sales Officer-CASA & Relationship Officer Hiring Location : DLF City Court & DLF City Court Branch Preferred candidate profile 1. AM or Sales Officer-CASA.- Relevant Experience Minimum 1.5-3 year & above experience 2. RO - Relevant Experience Minimum 2-5 year & above experience 2. Any graduation or Diploma. Interested candidates can come down for an interview . Carry the updated resume.

About The Role Overview: We are looking for a motivated and dynamic individual for the role of CSE in the Insurance Cross-Sell team. The ideal candidate will have prior experience in life/general insurance sales and possess a passion for driving sales and building strong customer relationships. In this role, you will be responsible for achieving individual sales targets and maintaining high levels of customer satisfaction through effective communication and relationship-building with both insurance partners and prospective customers. Key Responsibilities: Drive insurance sales by interacting with insurance partners and prospective customers to meet individual sales targets. Work towards meet...

Role & responsibilities Develop and manage relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service and adherence to bank policies. Cross-sell bank products including CASA, MF, Insurance, and third-party products. Inform clients about new products and enhancements to deepen banking relationships. Plan and execute sales initiatives and client engagement events. Coordinate with group companies to offer seamless access to additional financial products. Maintain comprehensive relationship records and track customer queries/complaints for timely resolution. Preferred candidate profile Experience: Minimum 2 - 5 years in BFSI/Banking, with at le...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

We are currently looking for Acquisition Manager - Current Account/Household Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area. Required Candidate profile Industry _BFSI Products(casa, life insurance , MF ETC)

!! Ujjivan Small Finance Bank is hiring for Assistant Acquisition Manager-CASA !! Work Location- Sohna Road, Kaithal, Bhiwani, Rohtak, Bhilwara, Jodhpur, Ghaziabad, Aligarh, Chandigarh, Ambala, Dehradun, Saharanpur & Patiala Required Qualification- Any Graduate Job Description- Assistant Acquisition Manager- The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market Assist the CRS - unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage ...

Opening - All chhattisgarh 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 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...

Role & responsibilities Acquisition of high-net-worth customers in the mapped geography. To know & offer various banking products to both individuals and institutional set of customers. To be the subject matter expert representative face of DCB BANK for the HNW banking segment. Individual role with New-to-bank customer acquisition responsibility for Liability and other banking products Work as the link of communication between key customers and internal teams Track & achieve of allocated goal sheet targets and performance benchmarks as per units business objectives Understand various banking products and processes for both individual and institutional customer segments. Monitor operational c...

*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.

New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams Required Candidate profile Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. Should know the local language

To introduce & acquire new CA/CASA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping ...

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...

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 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 also...

Any Sales Experience BFSI/NBFC/Telecom Managing the Insurance CASA LI GI FD AIF AUM relationship Customer-service orientation, Negotiation and Persuasion skills & Relationship building BFSI CASA Insurance Fintech any financial product sales exp Required Candidate profile Understanding of KYC, AML guidelines and complying with BFSI policies for the role and responsibilities Client Handling Understand the requirements of customers giving smooth on boarding experience Perks and benefits Best In BFSI*

Any Sales Experience BFSI/NBFC/Telecom Managing the Insurance CASA LI GI FD AIF AUM relationship Customer-service orientation, Negotiation and Persuasion skills & Relationship building BFSI CASA Insurance Fintech any financial product sales exp Required Candidate profile Understanding of KYC, AML guidelines and complying with BFSI policies for the role and responsibilities Client Handling Understand the requirements of customers giving smooth on boarding experience Perks and benefits Best In BFSI*

Acquisition Manager-RL SALES-Sales 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 Leadership skills (though more tactical th...

Walk in Interviews -16th Sep 2025 - Retail Branch Banking - Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Preferred Relationship Managers 2. Personal Banker Classic & Sales 3. Personal Banker NRI 4. PB Teller Authorizers Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs an...

Eligibility Criteria : 3 to 6 years of experience in Banking Operations and Sales Cash and Vault monitoring in branch Ensure all processes are performed as per bank policies to achieve best satisfactory audit ratings in internal, external and SBP audits. Compliance with all regulatory and internal guidelines and policies Manage audit at Branch and always ensure minimum satisfactory rating. Inclination Towards Sales

We are hiring a BRM with 4+ years of exp in banking Role involves client portfolio management, relationship cross-selling, and achieving branch business targets. Interested Candidates Can send your updated resume to hilda@liveconnections.in

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.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Indiaranagar (CMH Road ,100 Feet Road ,14th Main Road), KV Jairam Road, Kagadaspura and CV Raman Nagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling pro...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

You will play a crucial role as a Bank Authorizer in Retail Banking at our branches across India. Your main responsibility will be to provide top-notch customer service, aiming to be their preferred banking partner by engaging with them efficiently and cost-effectively. Your tasks will include client engagement, customer service, operations, liability build-up, cross-selling, and ensuring compliance with regulatory requirements. **Key Responsibilities:** - Engage with customers daily to build up Current Accounts (CA), Savings Accounts (SA), and Term Deposits (TD), as well as cross-sell assets and wealth products - Meet assigned business targets based on performance scorecard - Provide person...

Role Overview: As a Banker-Customer Experience in Retail Banking at our designated branch, your main focus will be to provide best in-class customer service and efficient customer engagement. Your responsibilities will include client engagement, customer service, operations, liability build up, cross sales, and ensuring regulatory compliance. You will play a key role in becoming the banking partner of choice for our customers. Key Responsibilities: - Engage with customers on a daily basis to build up Current Accounts (CA), Savings Accounts (SA), and Term Deposits (TD), as well as cross-selling Asset & Wealth products - Meet assigned business targets based on performance scorecard - Provide n...

About The Role Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduat...