1754 Retail Liabilities Jobs - Page 3

Job description Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker NRI Business -Across Hyderabad Job Locations: Across Hyderabad Note: Candidates having 3+ years experience in NRI Banking need to apply. Job Name PA (Business Unit) : Personal Banker NRI Business Job Title : Personal Banker-NRI Business Unit (PA) : NRI Business Role Type: Individual Contributor Job Purpose To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Job Responsibilities Actionables HNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Liability products CASA, FX, Quickremit etc Operations, Marketing & Processes Certifications: AMFI Certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years - 3 years Exposure to NRI segment (preferred) Note: Candidates having 3+ years experience in NRI Banking need to apply.

Role & responsibilities Preferred candidate profile

Relationship Manager for CASA/Current A/C Sales for Leading Pvt Bank CTC-4.5 LPA Age-28-30 Yrs Location-Hyderabad Share CV at shalini.s@planetsolutions4u.com

Key Deliverables 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 CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria : Maximum 30 Years of age. Interested Candidates can directly walk in at below mentioned address :- Date and Day - 30th July 2025 (Wednesday) Time - 11:00 AM to 02:00 PM Interview Venue - Kotak Mahindra Bank, Noida Sector 63, Noida (Near Noida Electronic City Metro Station) Location Hiring For - Noida Extension Only Contact Person - Aatish Verma (HR) and Amit Srivastava (Area Manager)

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic service + sales professionals for the Service Officer - Branch Banking position in Noida Extension (Cashier/Teller) (On the payroll of Kotak Mahindra Bank) Maximum Age Limit: 27 Years 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-of mouth 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 : Graduate Experience : Min 1-2 years Walk In Interview Details : Location of Placement: Noida Extension Date: 30th July 2025 - Wednesday Time: 11:00 AM to 03:00 PM Address: Kotak Mahindra Bank Ltd, Noida Sector 63 Branch (Near Noida Electronic City Metro Station) During the interview, you will have the chance to discuss your background, experiences, and aspirations with our hiring team. Looking forward to meet You! Team HR! Kotak Mahindra Bank Ltd.

Hiring for Noida Extension Location Only 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 customers • Graduates / MBA • Having more than 1-2 year work experience Interested Candidates can directly walk in at below mentioned address :- Date and Day - 30th July 2025 (Wednesday) Time - 11:00 AM to 02:00 PM Interview Venue - Kotak Mahindra Bank, Noida Sector 63, Noida Location Hiring For - Noida Extension Only Contact Person - Aatish Verma (HR) and Amit Srivastava (Area Manager)

As a Manager - Corporate Employee Solutions at Corporate Employee Solutions, your primary role will be to enhance the deposit pool from customers and ensure the establishment of standards for service delivery. You will be responsible for sales of non-deposit products, meeting cross-selling targets progressively, and promoting the sale of mutual funds (MF) and insurance products. Your focus will also include generating fee income, overseeing branch administration, ensuring regulatory compliance, and managing the productivity and morale of branch team members. Additionally, you will be accountable for achieving break-even and managing the profit and loss (P&L) of the branch. To excel in this role, you should have at least 6 years of overall banking experience, with 3-4 years specifically in retail liabilities. Sales experience and exposure, preferably in liabilities products, are required. A qualification of MBA, CA, or CAIB is preferred. You should possess strong leadership skills, with a tactical approach to decision-making. Being a thinker and a doer in a 40:60 ratio is essential, along with an in-depth understanding of financial instruments, markets, and macro-microeconomic processes. Your ability to collaborate with all units involved in the customer service cycle to ensure customer delight is crucial. You will also be required to liaise with the product management team, marketing, and other centers and verticals for new product development, service enhancements, and sales initiatives. If you are ready to take on a challenging yet rewarding role that combines strategic thinking with hands-on execution in the banking sector, this opportunity may be the perfect fit for you.,

You will be responsible for enhancing the deposit pool from customers and achieving sales targets for non-deposit products, mutual funds, and insurance products. You will need to establish service standards, ensure regulatory compliance, and manage branch administration efficiently. Your role will also involve driving fee income generation and overseeing the productivity and morale of branch team members to meet break-even and P&L targets. To qualify for this role, you must have at least 6 years of overall banking experience with a focus on retail liabilities for 3-4 years. Sales experience in liabilities products is essential, along with an MBA/CA/CAIB qualification. Strong leadership skills are required, with a focus on tactical decision-making. You should have a balanced approach as a thinker and a doer, with a deep understanding of financial instruments, markets, and economic processes. Your ability to collaborate with various units involved in the customer service cycle will be crucial in ensuring customer satisfaction and loyalty. If you are looking for a challenging role that combines sales, leadership, and financial expertise, this position offers a dynamic opportunity to drive growth and success in the banking sector.,

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1-2 years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market

Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA /CA / FD / Life Insurance/ Loan Products etc. Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience Customer Resolution of Queries / Requests that may come from managed CASA clients; adhering to the TAT Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking Provide Doorstep service to managed customers, where-ever required Implementing necessary training for staffs to enable them to handle managed customers Internal process Streamlining the process of customer on-boarding and ensuring seamless process during the same Working towards eliminating bottlenecks in the Account Opening process and rejuvenating the customer journey with Ujjivan Conversion of all form based processing to digital process, with minimal documentation in the long run Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions) Learning & Performance Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines Timely training of Branch staff, so as to ensure product knowledge & change in processes are communicated in a timely manner Location- Nava Vadaj Interested Candidates Can Share your updated resumes on - shivani.dongare@ujjivan.com or shashank.gaikwad@ujjivan.com

Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA /CA / FD / Life Insurance/ Loan Products etc. Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience Customer Resolution of Queries / Requests that may come from managed CASA clients; adhering to the TAT Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking Provide Doorstep service to managed customers, where-ever required Implementing necessary training for staffs to enable them to handle managed customers Internal process Streamlining the process of customer on-boarding and ensuring seamless process during the same Working towards eliminating bottlenecks in the Account Opening process and rejuvenating the customer journey with Ujjivan Conversion of all form based processing to digital process, with minimal documentation in the long run Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions) Learning & Performance Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines Timely training of Branch staff, so as to ensure product knowledge & change in processes are communicated in a timely manner Interested Candidates Can Share your updated resumes on - shivani.dongare@ujjivan.com or shashank.gaikwad@ujjivan.com

Role & responsibilities: Management of expenses of branches, ensure branch/ ATM lease deed, agreements (AMCs) and vendor payments are timely executed. Unusual transactions to be monitored on daily basis and followed up to ensure timely regularization. Regular supervision and Monitoring of critical accounts in the branch, ensuring coordination with account processing centers, clearing units etc. for smooth transactions. Manage all processes such as cash, ATM operations (including offsite ATMs), key movements, lockers (including Locker keys) security stationery, deliverables, welcome kits, stop payments, Govt. accounts/ business of the Branch as per Bank guidelines. Responsible for customer service and administration of a branch with an end of achieving overall service and quality objectives including customer satisfaction scores. Perform pre-audits to identify & mitigate operational risk and to ensure ongoing adherence with compliance procedures and ensure to obtain good rating in all audits conducted at the Branch and responsible for auditory compliances. Ensure adherence to internal and external guidelines. Timely reply and rectification of is-regularities pointed out by internal, external, statutory, concurrent auditor, regional operations/managers etc. Regulatory and statutory compliances (including Regulatory and Statutory displays), control on manned and electronic security system. Ensuring compliance of KYC & Anti Money Laundering norms, Fraud Controls. Assist the Branch Head in attaining/ exceeding the set targets of the Branch. Regular supervision and Monitoring of critical accounts in the branch, ensuring coordination with account processing centers, clearing units etc. for smooth transactions Preferred candidate profile: 6 -7 years of Branch Banking Operations Experience. Operational excellence in Tasks assigned. Ability to manage the entire operations and service delivery for a branch and ability to delivery within stringent time and quality commitments.

Key Responsibilities: Sales Leadership: Lead and motivate a sales team to achieve targets for liability products. Sales Execution: Directly sell and cross-sell liability products to new and existing customers. Target Achievement: Meet and exceed individual and team sales targets for deposit accounts, loans, and other liability products. Customer Relationship Management: Build and maintain strong relationships with customers to foster loyalty and encourage repeat business. Performance Management: Set and monitor performance metrics, provide coaching and feedback to the team, and implement strategies to improve sales performance. Team Development: Recruit, train, and mentor sales team members to ensure they have the necessary skills and knowledge to succeed. Product Expertise: Maintain a strong understanding of liability products, policies, and procedures. Compliance and Risk Management: Ensure adherence to all relevant regulations and policies regarding the sale of liability products. Reporting and Analysis: Prepare regular reports on sales performance and identify areas for improvement. Lead Generation: Develop and implement lead generation strategies to attract new customers and grow the liability portfoli

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.

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals. Acquisition Managers/ Premier Acquisition Manager- Business Banking Source customers for Current and Savings Accounts (CASA) products. Generate leads form open market. Achieve sales targets for CASA and cross-sell financial products. Minimum 1-5 Years of CASA Field Sales experience or BFSI Sales experience and currently employed. Interested candidates can share CVS to Below Mail Id: Praveen Kumar Racharla-HR PraveenKumar.Racharla@kotak.com

Managing & PL of the Branch.

Roles and Responsibilities Manage branch sales performance, ensuring achievement of targets and growth in liability products such as CASA. Oversee retail banking operations, including customer service, product offerings, and staff management. Develop and implement strategies to increase revenue generation through effective relationship building with customers. Ensure compliance with regulatory requirements and internal policies while maintaining high levels of customer satisfaction. Analyze market trends and competitor activity to identify opportunities for business growth. Desired Candidate Profile 5-10 years of experience in Branch Sales or Retail Banking Management. Strong understanding of BSM (Branch Sales Manager) role responsibilities. Proven track record of achieving sales targets and growing liabilities like CASA. Excellent communication skills with ability to build strong relationships with customers.

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Multiple private banks are hiring Wealth Managers/Private Wealth Managers/Affluent RMs/Branch Managers/ BBG RMs/RM Working Capital, etc for Maharashtra, Gujarat, Rajasthan, Delhi-NCR, Karnataka, Andhra Pradesh, Haryana, Chattisgarh, Goa, Tamil Nadu Required Candidate profile Local candidates with a minimum of 3 years relevant experiance working in any Private Bank in HNI/Business Banking sales and portfolio management or acquisition are most welcome

A leading bank is hiring CASA Acquisition and corporate Acquisition officers at multiple locations in India. Required Candidate profile minimum 2+ years of Account acquisition experiance from open market is mandatory

Dear Candidate, Urgent opening with leading bank. Designation : ERM / PRM CTC : Upto 8 - 12 LPA Location : Bangalore JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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: Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals. Acquisition Managers/ Premier Acquisition Manager- Business Banking Source customers for Current and Savings Accounts (CASA) products. Generate leads form open market. Achieve sales targets for CASA and cross-sell financial products. Minimum 1-5 Years of CASA Field Sales experience or BFSI Sales experience and currently employed.

1.Experience in Retail Banking ,CASA Acquisition 2.Portfolio Management 3.Handle CASA,HNI Clients

Job Responsibilities Acquisition of Quality CASA (Current Account & Saving Account) Accounts Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified andActivated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced duringthe month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold,Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutionsto address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports. Thanks & Regards, Komal Pawaskar Talent Acquisition – HCM Support Executive Human Capital Management YES Bank House M- 9892273274