1754 Retail Liabilities Jobs - Page 26

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 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.

Position - CEC Officer - Inbound - Retail Liabilities-Customer Experience Center-Contact Centre Inbound Department - Customer Experience Center Reporting Relationship - CEC Team Leader - Inbound Job Role To Attend the inbound calls of customers in Retail Liabilities and process the queries & requests to customer's satisfaction To identify and convert the opportunities for cross selling (banking product) on customer's call 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 Graduate Preferably 1-2 years with 6 months which should to be in customer service role - Understanding of call center industry an advantage Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females: 7AM till 8PM) including Sunday/holidays Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

About The Role Responsible for the achievement of TFX targets assigned to the branches/channels Takes care ofabout 6 12 branches and mostly aligned with ABM of branch banking, OR, a particular business segment (like Privy, Wealth, WCG, CorpSal etc) Identifies the TFX & FES opportunitiesin the assigned catchment segment Regularly interacts with the branches channels and presents the analysis of stock, market intelligence Identifies the training needs and puts the capability building plan in place Gathers the gather market information competition trends to facilitate product developments improvements by H O Product team Monitors the services standards/TAT and fixes the gaps, if any, by taking up with H.O Responsible for the quality of the accounts and compliance issues Ensures all customer queries/complaints, if any, are responded within the defined TAT Ensures that the branches channels are adhered to all processes & guidelines Responsible for the channel team"s productivity Personality Traits & Required Skills: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Should possess good analytical & presentation skills Qualification: B.E/B.Tech & MBA the most preferred CA second preference MBA is a must for the candidates, other than CA OR B.E/B.Tech Experience, Age & Grade 2 - 8 years of relevant experience, i.e., Trade & Forex

Position - CEC Officer - Inbound - Retail Liabilities-Customer Experience Center-Contact Centre Inbound Department - Customer Experience Center Reporting Relationship - CEC Team Leader - Inbound Job Role To Attend the inbound calls of customers in Retail Liabilities and process the queries & requests to customer's satisfaction To identify and convert the opportunities for cross selling (banking product) on customer's call 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 Graduate Preferably 1-2 years with 6 months which should to be in customer service role - Understanding of call center industry an advantage Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females: 7AM till 8PM) including Sunday/holidays Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

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) Thinker: Doer 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.

Axis Bank Hiring: Sales Officer/AM CASA Location: Chennai Job Summary: We are seeking a highly motivated Sales Officer/AM CASA to join our team in Chennai. The ideal candidate will have 1-3 years of sales experience in any field, with a strong passion for sales. Key Responsibilities: - Open Current and Savings Accounts - Meet sales targets - Engage in field sales activities Requirements: - Education: Any degree - Experience: 1-3 years in sales - Age: Not specified - Gender: Both - Locations: Various locations in Chennai (listed below) Salary: - 17.5k - 24.5k (net) per month - Plus incentives Timing: - 9:00 AM - 7:00 PM Locations: Chennai Adyar Teynampet Indira Naga rSouth Mada Street Eldams Road Thiruvalluvar Salai Thiruvanmiyur Besant Nagar Oliver Road, ChennaiMandaveli Annanagar Alwarpet, Chennai BranchAvadi Porur Maduravoyal THIRUNINDRAVUR Ambattur Pudur Thiruverkadu Kilpauk Thirumangalam Ormes Road Anna Nagar 5th Avenue Annanagar 6th Avenue Vivekanandan Nagar, KolathurAshok Nagar, ChennaiAminjikarai Jafferkhanpet 80th ft Road Saligramam Periyar Nagar Egmore, Chennai Ratan Bazar Royapuram Pattalam Mayiladuthurai VirupakshiIlupur Purasawalkam Nungambakkam Tiruttani Gummidipoondi LakshmipuramAnna Salai Kodungaiyur Manavala Nagar Contact: To apply, please reach out to Harini at 9444007802.

Branch Manager Requirement Candidate has 7+ years in retail branch banking and at least 2+ years as a BM Should have the top 2 rating Stable profile Candidates from Banks only Age Max up to 35 Years Required Candidate profile The candidate will be responsible for sales and operations of the branch The Candidate Should be local Interested candidates can share cv on seema@synergyinnovation.org or WhatsApp cv (8448616374)

Roles and Responsibilities Manage branch operations, ensuring efficient use of resources and adherence to bank policies. Develop and implement strategies to increase revenue growth through effective cross-selling techniques. Lead a team of sales professionals, providing guidance on product knowledge, customer service standards, and performance management. Foster strong relationships with customers by understanding their needs and preferences. Ensure compliance with regulatory requirements and maintain high levels of security protocols. Desired Candidate Profile 5-10 years of experience in Branch Banking or related field (preferably from BFSI industry). Strong understanding of retail liabilities, branch handling, branch management, team handling, and retail branch banking principles. Excellent communication skills for effective leadership and customer interaction. Ability to analyze data to drive business decisions and improve operational efficiency.

Job Title: Branch Manager Retail Branch Banking Location: Ghaziabad | Prayagraj | Noida | Lucknow Key Responsibilities: Manage overall branch operations, compliance, and customer service Lead a team of RMs, CSEs, and backend staff; minimum 4+ years of team-handling experience required Drive business growth across CASA, retail assets, third-party products (insurance, investments), and digital banking Ensure branch profitability, audit readiness, and high service standards Acquire and retain high-value customers (Retail/HNI) Implement sales strategies, monitor targets, and ensure achievement

Role & responsibilities Maintaining and developing relationships with existing customers via meetings, telephone calls and emails. Cold calling to arrange meetings with potential customers to prospect for new business Visiting potential customers for new business. Conducting promotional activities/micro marketing activities to generate customer information and follow up on such leads Reviewing own sales performance, aiming to meet or exceed targets and achieve goal sheets Cross selling of various Insurance & Banking Products *Other duties may be assigned as business needs require Preferred candidate profile Term Deposit and TPD customer acquisition through various selling techniques and achieve goal sheet parameters month. Contact potential TD, Insurance, & Other TPD product clients to understand their requirements and sell the advantages of our Banks products Interactions with customers, processing of customer needs with high service orientation and compliance. To overcome problems using guidelines and escalate with expediency, when necessary

Roles and Responsibilities Manage acquisition of new customers through various channels such as direct sales, referrals, and marketing campaigns. Identify potential customers and develop strategies to increase customer base growth. Cross-sell existing products to existing customers to enhance their relationship with the bank. Develop strong relationships with clients by providing excellent customer service and resolving issues promptly. Collaborate with internal teams to ensure seamless onboarding process for new customers.

Roles and Responsibilities Manage a team of Relationship Officers (RO) to achieve business targets, including acquisition of new customers, cross-selling of products, and increasing liabilities. Identify opportunities for growth within existing customer base through upselling and retention strategies. Develop and implement effective sales plans to meet or exceed monthly/quarterly targets for current accounts, saving accounts, and other liability products. Collaborate with branch teams to drive business development initiatives and improve overall performance metrics. Ensure compliance with regulatory requirements and internal policies related to retail banking operations.

Role & responsibilities Financial Responsibilities: Devise action plan for the Branch and ensure that Liability business (Book size of CASA, yield, fee based income and Business quality) targets for the Branch is met. Effectively manages the sales and service environment of the branch. Actively identifies and establishes the business relationship with retail customers. Strategize sales direction for cross selling and sales planning for the area of function. Monitor and improve sales productivity. Responsible for organizing various sales campaign / promotions in the area of function. Achieving Business targets on book size, yield, fee-based income and customer quality for the functional area. Leading the team of the branch to achieve the profit targets. Support an environment that promotes providing a level of care that makes customers feel welcomed, significant and engaged. Non Financial Responsibilities: Coordinate with BOSM and Team Leaders for developing Business. Customer centric approach and deepening the customer relationships. Supervise the day to day functions of the branch including vault, drawer and ATM balancing. Overseeing teller and customer service duties, assisting with customers transactions. Operations: Provide guidance and support for new product launches. Ensure Business Turn Around Time (TAT) superior to competition inline with the standards laid down for the Bank. Monitoring and controlling cost of acquisition of local Sales Channel/ FOS, Branch expenditures, Manage Branch Administration. Ensure ethical practices in acquisition and servicing. Monitor performance of branch on a weekly basis viz. in terms of business targets achieved. Responsible for efficient operations, customer service and marketing for all retail banking products. Develop alternative channels for CASA business sourcing. Proactively seeks solutions that benefit the customer and the bank. People Management: Manpower planning for branch staff and performance appraisal. Improve efficiency and productivity of Staff, Turn-Around-Time, etc. of the Branch. Ensure full team is committed and customer focused in their approach. Achieve high employee satisfaction and retention of good performers and manage attritions through motivation and job satisfaction. Identify and carry out all actions/ activities related to business growth. Train the Branch staff at periodic intervals in new products, features and competition. Assist in devising and implementing a customer acquisition and retention programme. Compliance & Risk Responsibilities: Adhere to regulatory compliance and bank's policies and procedures, bank's code of conduct and ensure to comply all. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way. Address critical issues and potential conflicts in a candid and timely manner. Preferred candidate profile Total experience: Candidates must possess a minimum of 10 years of professional experience, including a minimum of 2 years in a Branch Manager role, with the additional stipulation that the candidate must have worked locally within the same city

Role & responsibilities Acquisition of CASA & liabilities a/c from cold calling, market reference, Fixed Deposit Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Movement of CASA Forms, Service Enquiry to the existing and related products & services of customers, adherence to process Preferred candidate profile Sales Experience must Must be currently working Regards, Sandipa

Job Description for Relationship Manager-Signature Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Ensuring adherence to Compliance processes and guidelines. 9. Reduce rejection rates and improve quality of documentation. 10. Ensuring 360 client engagement Total Client Ownership. Qualification: Graduate Work experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Relevant experience as below: Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years

Role- Signature RM Location- Mumbai Client Acquisition & Portfolio Management: Acquire new HNW clients through networking, referrals, and market mapping. Manage and grow the existing portfolio of Signature clients. Conduct regular portfolio reviews and financial health checks. Strong understanding of banking products and financial planning. Excellent communication, negotiation, and interpersonal skills. Ability to manage and influence HNW clients. Target and result-oriented approach Intretsed Candidate , kindly share your cv on komalrana.bnh@gmail.com

Job description Role & responsibilities To work for providing first class service experience to existing customers and take references for acquiring new quality customers. To cross sell deposit and fee products to such customers and penetrate better market share To constantly endeavor to improve existing customer relationships and involve in Sales to deepen the same. To keep updating knowledge and exposure to various banking products both internal as well as competitor. To continuously improve product knowledge and awareness of market trends and competitor products. To overcome problems using guidelines and escalate with expediency, when necessary. *Other duties may be assigned from time to time as desired by the Bank

Acquisition / 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 customers 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 customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience

Job Requirements- Casa Sales-Premier Acquisition Manager Source customers for CA products. •Generate leads form open market. •Achieve sales targets for CA and cross-sell financial products. •Maintain and enhance relationships with existing customers. •Graduate/Postgraduate in any discipline from any UGC recognized university. •1-4 years experience in CASA sales, POS and knowledge of financial products. •Excellent communication, customer orientation, and cross-selling abilities. •Hardcore sales mentality. Job Requirements- Platinum Relationship manager 3+ Years Portfolio sales experience in Branch Banking handling CA, SA & TPP. Handling High value Customers.

Hiring: Sr. Phone Banking Officer (Payroll Bank) Location: Gurugram Sec-39 / Andheri Salary: Up to 6 LPA Shift: Fixed 10 AM – 7 PM Eligibility: Graduate + Min 1 yr voice process exp (Banking/NBFC only) Call Simran: 9773553319 Required Candidate profile Job Role: – Manage 300–400 bank customers via outbound calls – Customer service + cross-selling (no field work) – Must have banking/NBFC voice process experience www.hyfly.in Call 9082104424 Sanika Perks and benefits Incentives, Annual bonus, Mediclaim, transport

Signature / Inisgnia RM : IN Leading PVT Sector BANK!! Mumbai / Thane Job Title: Signature / Inisgnia RM Location: Mumbai / Thane CTC : Signature RM : 10LPA Inisgnia RM : 18LPA Position Purpose: To generate revenue by acquiring new clients and cross-selling Wealth and Business Banking products to individuals and business owners. Key Responsibilities: Increase liability and investment portfolios through new client acquisition and deepening existing relationships. Drive revenue through cross-selling business banking and wealth products like Forex, Insurance, Investments, and Retail Assets. Focus on acquiring and managing potential high-value clients (businesses, individuals, and NRIs). Increase product penetration by offering more products to each client. Regularly review client portfolios and provide financial check-ups. Collaborate with product specialists for tailored solutions to clients. Ensure adherence to compliance processes and improve documentation quality. Maintain total client ownership and 360 engagement. Qualification: Graduate Experience: 6+ years in Business Banking or relevant field. Apply Now! URGENT HIRING IN Leading PVT Sector BANK. Send your resume to [people1qc@gmail.com] - SHRADDHA BAMNE OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

AU SMALL FINANCE BANK Shop No 2 & 3, Vrindavan Tower, Civil Lines, Prayagraj - 211001

Role & Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the 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 (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Preferred Candidate Profile: 1 - 2 years of experience in Field Sales (Liability / Insurance sales preferred) Selling skills, good communication skills, fluently speaks and understands local language. Customer service attitude, Negotiation & Relationship building Skills. Ability to convince the customers Ability to work under pressure

We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.