3622 Retail Liabilities Jobs - Page 3

Walk-In Recruitment Drive: Roles - PB Classic, PB Sales, Imperia & Preferred RM and Branch Manager Date - 20-Sep-25 (Saturday ) Time - 11am-1pm (Timings to be followed strictly) Contact person - Himanshu Mudgal Location - C-Scheme Jaipur Interview Venue - HDFC Bank,O-10 Ashok Marg ,2nd floor Near Ahinsa Circle Jaipur Seeking experienced candidates only for mentioned roles (Minimum 3+ Years of Retail Branch Banking Exp Required) Freshers need not apply. Role & responsibilities (Sales) - PB 3+ Years of Exp required in Banking Sales and RM/BSM 5+ Years of exp required in Banking Sales and for BM must have experience as BM in competative banks. - Identify and acquire new customers for the bank's...

I. KEY DUTIES & RESPONSIBILITIES OF THE ROLE (These responsibilities are representative and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key deliverables and responsibilities of the role) Business Meet the set targets on current account in terms of open market acquisition Focus on building the current account book for the bank Understand need and acquire customers who meet the criteria for liability products through either of the below channels: o Leads generated by branch staff and personal leads o Ref...

Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Required Candidate profile Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products

Role & responsibilities 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 of alternate channels Preferred candidate profile Local candidate of Sirsa

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Cash and Vault monitoring in branch Ensure adherence with laid down processes and controls and manage Operational Risk for the Branch. Ensure, manage and supervise over the counter services in the branch to achieve timely and accurate processing of customer requests transactions and customer complaints, while ensuring service delivery is as per the prescribed standards and SLAs between the functions of the bank. Adherence to agreed TATs with Business thereby ensuring customer satisfaction. Compliance with all regulatory and internal guidelines and policies Manage audit at Bran...

Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Required Candidate profile Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products

Hiring for Hyderabad. CTC upto 5 LPA Role & responsibilities Acquire new customers by generating leads from the market and from existing customers. Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise. Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio. Upgrading customer on the 4 pillar of digital banking like banking transaction, bill payment, shopping, investing and loans. Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party prod...

poRole & responsibilities Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : 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, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per sco...

Walk In Drive Details Drive Date - 22nd September 2025 Walk-In-Drive Location - Ujjivan Small Finance Bank, Bidhannagar AA 50, Salt Lake Sec. 1, Bidhannagar, Bidhannagar, Kolkata - 700064 Interview Time - 10am to 3pm Contact Person- Mr. Joy Mukherjee. Job Location: Anywhere in North Kolkata. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospec...

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...

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...

I. ROLE PURPOSE & OBJECTIVE As a product specialist, RM TASC & GOVERNMENT BANKING Business will be responsible for acquisition of new to bank retail institutional customers through self-sourcing as well as through mapped branches, relationship management and deepening of portfolio of retail institutional customers of the mapped branches of the Branch Banking of the assigned regions / territory / clusters. Will be driving TASC & GOVERNMENT BANKING Business along with cross sell of products such as POS, QR, Payment Gateway, CMS, payment and collection solutions, fee collection & other fintech solutions as per alliances and partnerships within branch banking for ring-fencing the customers and e...

Role & responsibilities Sales of the Banks products and services. Develop and nurture relationship with existing customers, to generate new business from them. Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits. Cross selling of third party products like insurance, to existing customers. Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers. Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc. Regular calls and visits to customers and leads for relationship buildi...

Role & responsibilities Sales of the Banks products and services. Develop and nurture relationship with existing customers, to generate new business from them. Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits. Cross selling of third party products like insurance, to existing customers. Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers. Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc. Regular calls and visits to customers and leads for relationship buildi...

Role & responsibilities Sales of the Banks products and services. Develop and nurture relationship with existing customers, to generate new business from them. Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits. Cross selling of third party products like insurance, to existing customers. Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers. Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc. Regular calls and visits to customers and leads for relationship buildi...

Role & responsibilities Sales of the Banks products and services. Develop and nurture relationship with existing customers, to generate new business from them. Originate and acquire new leads from existing customers and other sources, to convert into business for the branch, by means of marketing calls and customer visits. Cross selling of third party products like insurance, to existing customers. Lead generation for Current and Savings Accounts- CASA to new customers and increase of balance with existing customers. Lead generation for various loan products like housing loan, Jewel loan, vehicle loan, personal loan etc. Regular calls and visits to customers and leads for relationship buildi...

Strong leadership quality Ability to build a Team Experience {Banking Products} NTB, liability, Branch Banking To achieve the assigned business target of the Region Manage the business profitably Monitor the business quality and customer service Required Candidate profile handle Branch of Bank & Handling Direct Sales Team would be given priority Team Building Sourcing of business thru the Bank Branches and Direct Sales Team, Managing cost of acquisition Perks and benefits Best In BFSI*

You’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts.

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

Job Role: Customer Relationship Officer. Employment Type: Permanent Location: Respective Branches Level: Executive/AM/DM Reporting: Branch Manager Role: The position is responsible for providing high quality service and query resolution to the customers of the bank, proactively and convert service opportunity into a sales opportunity. The position shall ensure that all services and operations are carried out within stipulated norms and regulations so that the customers can avail services through multiple channels saving them time and effort and giving them proper service and ensuring repeat business. Key Responsibilities: • Ensure that customer information is communicated to the respective c...

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)