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14.0 - 21.0 years
18 - 27 Lacs
Bengaluru
Work from Office
Role & responsibilities Profit and Loss and Balance Sheet Management of the Cluster Tracking and monitoring daily productivity and book movement of the Cluster Cluster headcount budget to be maintained Should ensure that the Cluster complies with Banks policies and processes Ensure that the Cluster follows the BEST Document Ensure BELT meetings are conducted periodically in his Cluster Team Motivation and Team Building Ensure timely Learning and Development for his Cluster Thorough knowledge of daily banking operations and products and services Ensure comprehensive compliance with all regulatory and statutory requirements as relevant for the Cluster and for various product and services Awareness of ISO 9001:2000 standards & meet/exceed set quality parameters conforming to the standards Ensure Audit related deliverables both internal and external are met as per the prescribed norms Monitor and ensure the Upkeep of the Branches and ATMs within the Cluster Ensure timely submission of MIS reports
Posted 4 weeks ago
6.0 - 11.0 years
12 - 18 Lacs
Bengaluru
Work from Office
To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts
Posted 4 weeks ago
5.0 - 10.0 years
7 - 15 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Posted 4 weeks ago
1.0 - 3.0 years
2 - 5 Lacs
South Dum Dum, Sonarpur, Kalikapur
Work from Office
Roles and Responsibilities Acquire new customers through effective cross-selling strategies and account opening processes. Develop strong relationships with existing clients to increase retention rates and promote product usage. Oversee retail liability management, including deposit accounts, credit cards, and other financial products. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-3 years of experience in Retail Branch Banking or related field (preferably from PB). Strong understanding of CCE (Current Account) acquisition and servicing processes. Proficiency in handling multiple tasks simultaneously while maintaining accuracy and attention to detail. Excellent communication skills for effective client interaction and team collaboration.
Posted 4 weeks ago
2.0 - 7.0 years
5 - 13 Lacs
Bengaluru
Work from Office
Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489
Posted 4 weeks ago
2.0 - 7.0 years
5 - 12 Lacs
Jhansi
Work from Office
Role & responsibilities Achieving sales targets for liabilities, retail assets, and other banking products. Cross-selling and up-selling banking products to existing clients. Identifying and pursuing new business opportunities. Developing and implementing sales strategies. Share cv at 9149271539
Posted 4 weeks ago
2.0 - 7.0 years
5 - 13 Lacs
Firozabad
Work from Office
Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489
Posted 4 weeks ago
2.0 - 7.0 years
5 - 13 Lacs
Kanpur, Lucknow
Work from Office
Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489
Posted 4 weeks ago
4.0 - 9.0 years
4 - 8 Lacs
Mathura
Work from Office
Role & responsibilities Achieving sales targets for liabilities, retail assets, and other banking products. Cross-selling and up-selling banking products to existing clients. Identifying and pursuing new business opportunities. Developing and implementing sales strategies. Share CV at 9149271539
Posted 4 weeks ago
2.0 - 7.0 years
5 - 13 Lacs
Bareilly
Work from Office
Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489
Posted 4 weeks ago
2.0 - 7.0 years
5 - 13 Lacs
Moradabad
Work from Office
Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489
Posted 4 weeks ago
2.0 - 7.0 years
5 - 13 Lacs
Mumbai Suburban, Mumbai (All Areas)
Work from Office
Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489
Posted 4 weeks ago
10.0 - 15.0 years
27 - 32 Lacs
Jaipur
Work from Office
: Job TitlePrivate Bank Operations LocationJaipur, India Corporate TitleAVP Role Description Individual will provide daily support on critical business deliveries and will work closely with, co-AVPs and Head, to address operational issues. Responsible for ensuring that day to day operations function smoothly and issues are resolved for teams. Candidate/ Application will be responsible for transitioning of any new process from formulating strategy, working with onshore to get the training requirements in place and will play key role to accomplish the smooth transitioning. Other responsibilities include cross -training, succession planning, Preparation of Management reports and Departmental initiatives, and interfacing with the different departments to ensure timely and accurate processing of all activities on a daily basis within the given timelines. AVP would also be responsible for other activities like BCM, Audits, Transformation and other initiatives. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Managing Security Operations processes like Trade Support, Confirmation, Settlement, Reconciliation, Reporting etc. Managing Ongoing Projects initiated by Business or self-initiated. Reviewing workflows and operating procedures to ensure that they remain up to date and implementing process improvements. Reviewing regulatory requirements and ensure all regulation controls are implemented and followed. Reviewing financial issues /breaks, work with finance and treasury to prioritize resolution Reviewing daily benchmark reports (KPIs) for each of the process lines, investigating benchmark breaches (KPIs) with the counterparts and working to improve the process. To build up process documentation, define benchmarks, capacity model, baseline volumes etc. for newly transitioned processes. Team development and motivation through strong engagement models, effective employee communication and administering reward and recognition. Driving Process Improvement through innovation, and involvement of all. Be a Change Lead to support any platform change, process change projects initiated by the organization and make sure all deadlines are adhered to. Conduct regular operational performance reviews and participate in monthly self-assessments. Regular connect with stakeholders to understand and prioritize business requirements. Effectively manage risk and foster a robust control environment. Building a strong mechanism to take care of volume peaks during peak season (If any) Prepare management updates on key projects, controls, ongoing operational initiatives, financials and related business management activities. Support Risk and Control initiatives and facilitate ongoing monitoring Keep all operational guidelines updated and ensure adherence to standards, procedures and also identify plan to mitigate risks where-ever there is a control issue. Develop relationship and credibility with all stakeholders. Work closely with onshore business managers on ongoing and upcoming projects, assignments and initiatives. Your skills and experience Prior experience in Wealth Management Ops and Security, Reporting and Finance Knowledge is a must. Strong understanding of Risk, Controls and other associated functions. Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required, leadership skills will be essential for this role. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in shifts is a must. Experience/Exposure Graduates/Postgraduates with good academic records. Total experience 10 years Plus in same industry and function is a must How well support you
Posted 4 weeks ago
3.0 - 8.0 years
7 - 15 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Role & responsibilities Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts
Posted 4 weeks ago
5.0 - 10.0 years
7 - 15 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Posted 4 weeks ago
5.0 - 10.0 years
6 - 13 Lacs
Gurugram, Delhi / NCR
Work from Office
Role & responsibilities Job Description - Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Secondary Responsibilities : Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers Recommend process changes in order to improve service efficiency and quality across the branch network. Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets Managerial & Leadership Responsibilities (if applicable) Attract and retain best-in-class talent for key roles in their reporting structure Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements Enable teams to drive growth targets by providing necessary support ” Key Success Metrics CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets Involved in increasing customer engagement through cross – selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers If you are confirm, Please share the above details to process your candidature
Posted 4 weeks ago
4.0 - 9.0 years
4 - 9 Lacs
Udaipur, Jaipur, Jodhpur
Work from Office
Role & responsibilities Job Profile : Relationship Manager YES First Job Responsibilities: Relationship Management : o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships o Increase balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to Customer Engagement: to Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory o Financial Planning and Investment Advisory to HNI clients o Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit o Ensure all sales activity is recorded online as per the organizational process o Capture and maximize the business opportunity through detailed client profiling as per organizational process Warm Regards, Ishika Mittal V-Konnect Associates 529, Tower B, Spazedge Mall Sector 47, Gurugram, 122018 Email: ishika.mittal@vkonnect.com Phone: 9306459303 www.v-konnect.com
Posted 4 weeks ago
3.0 - 8.0 years
3 - 8 Lacs
Machilipatnam
Work from Office
Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.
Posted 4 weeks ago
1.0 - 6.0 years
1 - 3 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Role & responsibilities Job Profile: Sales Officer Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & 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) 4. To ensure proactive registration & activation of acquired customers to direct banking channels 5. To assist the CSL in catchment mapping & scoping exercise and provide regular feedback to CSL on opportunities / customer needs / competition bench marking 6. To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers 7. To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators 8. To ensure quality sourcing in line with the Banks policy 9. To Adhere to sales process & KYC Norms of the bank Warm Regards, Ishika Mittal V-Konnect Associates 529, Tower B, Spazedge Mall Sector 47, Gurugram, 122018 Email: ishika.mittal@vkonnect.com Phone: 9306459303 www.v-konnect.com
Posted 4 weeks ago
6.0 - 11.0 years
10 - 17 Lacs
Pune
Work from Office
Role & responsibilities Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024
Posted 4 weeks ago
5.0 - 10.0 years
10 - 16 Lacs
Pune
Work from Office
Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.
Posted 4 weeks ago
4.0 - 9.0 years
4 - 9 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
Job Purpose - The role entails scaling up the Retail Banking business for the bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products. 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 - List the deliverables other than primary, but essential for the role - Maintain excellent relations with local dealers to help source clients to expand reach and brand of the bank Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency Collaborate with other branch departments and functions to provide products and service offerings to the customer Role & responsibilities Warm Regards, Monika Purwar V-Konnect Associates Spazedge, Sec-47,Gurugram Email: monika.purwar@v-konnect.com Phone: 9717346111 www.v-konnect.com
Posted 4 weeks ago
2.0 - 7.0 years
4 - 9 Lacs
Ahmedabad, Jaipur, Surat
Work from Office
Job Description : • Relationship Management : o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business • Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank • Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients • Investment Advisory o Financial Planning and Investment Advisory to HNI clients o Driving revenue business to generate fee income through products like mutual funds, investments and insurance • Process and Audit o Ensure all sales activity is recorded online as per the organizational process o Capture and maximize the business opportunity through detailed client profiling as per organizational process.
Posted 4 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Coimbatore
Work from Office
Roles & Responsibilities: Acquisition of NTB Current / Savings account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Kindly walkin to the below mentioned location on 11th July: IDFC First Bank : Coimbatore Saibaba Colony Branch : No 151 Upper Ground Floor, Plot No 1, Door No 1-2, SF No 375, NSR Road, 394-395/1, NSR Rd, opposite Kasthuri Supermarket, Saibaba Colony, Coimbatore, Tamil Nadu 641011
Posted 4 weeks ago
1.0 - 5.0 years
3 - 6 Lacs
Chennai
Work from Office
Job Location: .Across Chennai Job Roles: 1. Personal Banker Sales 2. Personal Banker Classic 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 and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Preferred candidate profile Candidate with minimum at least 3 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 11th July 25 - 10AM to 1PM Hdfc Bank Ltd., Grd. Floor, 7/1 (4/1), North Mada Street, Mylapore, Chennai, 600004.
Posted 4 weeks ago
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