1755 Retail Liabilities Jobs - Page 30

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 across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

Job Profile : Relationship Manager Job Responsibilities: Relationship Management : 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 Yes FIRST HNI Relationships Increase balance in allocated portfolio either through Deepening or Acquisition 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 Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational processRole & responsibilities Warm Regards Amisha Agrawal 8109429473 amisha.agrawal@v-konnect.com Preferred candidate profile

Dear Candidate, We have urgent job opening for Retail Branch Banking - Coimbatore (In & Around). We are conducting direct walk-in interview in @ Salem, Brindhavan Road Branch on Friday, 11th July 2025. Below are the Interview details: Interview Date: 11th July 2025 (Friday) Interview Location: HDFC Bank Ltd, No. 06, Raj Bhavan, Brindhavan Road, Fairlands, Salem -636016 Interview Timing: 10.00 AM to 1.00 PM Contact Person: Mr. Madhuprasad L(Cluster Head) Roles and Responsibilities: Manage branch operations, ensuring efficient customer service delivery. Acquire new customers through effective sales strategies and cross-selling techniques. Develop strong relationships with existing clients to increase loyalty and retention. Identify opportunities for growth through third-party product offerings (TPP) and liability products. Monitor current account balances, CASA performance, and retail liabilities management. Desired Candidate Profile: 3+ years of experience in Retail branch banking Sales or with NBFC. Job roles: Branch Manager PB Teller Authorizer Personal Banker Sales Relationship Manager Branch Sales Manager Local candidates will be preferred

Hni Client Handling , Sale Banking Product Current A/c & Saving A/c and Cross Sales Product Life Insurance, Health Insurance, General Ins, Fix Deposit, Mutual Fund, Gold Loan. Required Candidate profile Candidate Exp. Banking Product Sales - Current a/c and Saving a/c and cross sales Knowledge of Banking Product , Send Update Resume Jobs@xwelljobs.com Contact us 9950255911

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

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Bijjawara and Sadahalli 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 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. Job Responsibilities(JR) Actionable Sales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins Portfolio Referrals Friends Associates Family members Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards Activation Pitch for enhancement of limits Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers MF/Insurance/RBI Bonds Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. Calling of customers who have not transacted and know the reasons. Escalate to BM / Product on any change in market situation / threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit To ensure such customers are engaged and brought back to bank fold To cross sell loan products with other banks for which such transfer may take place To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers Includes persuading the customer to continue and if required renew FDs Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Managing Classic Portfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH / PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievement of income plans and other benchmarks within portfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking / Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customer services Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. Preventive complaint management Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI 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 1 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Insurance CAM MF Fund houses personnel HSL personnel Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at HDFC Bank , Ground Floor, #19, Honnenahalli Village, Rajankunte, Yelahanka, Karnataka 560064 (Branch Code -5612) Date: 09th Jul'25 (Wedneday) Time 10:00 AM to 12:00 PM Concern Person : Raghavendra Bhajantari (Cluster Head) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

Job Title: Elite Relationship Manager Grade: Manager (M3) Job Description: We are seeking an experienced and dynamic Elite Relationship Manager to join our team. The ideal candidate will be responsible for developing and maintaining relationships with high net worth customers, ensuring exceptional customer service, and expanding the banks portfolio of liabilities and commercial assets. Desired Candidate Profile: Mandatory BFSI/Banking Experience: Candidates must have at least 4 years of experience as a Relationship Manager or in an equivalent role. Age Limit : Applicants should be 35 years or less. Educational Qualifications: Graduate from any UGC recognized university Proven experience in developing and maintaining banking relationships with HNI customers. Strong understanding of Trade and Forex, Current Accounts (CA), and Commercial Assets such as Cash Credit (CC), Overdraft (OD), Term Loans (TL), and Export Finance. Knowledge of Mutual Funds (MF) and Insurance is an added advantage. Customer-oriented with high energy levels and a strong drive to succeed. Key Responsibilities: Develop and expand relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service orientation and adherence to bank policies. Cross-sell existing bank products to customers. Inform customers of new products or product enhancements to further expand the banking relationship. Plan and conduct special sales initiatives and events for prospective and existing clients. Coordinate with other group companies to provide seamless access to additional products. Maintain complete relationship records for assigned customer accounts. Track customer complaints/queries and ensure timely resolution for customer satisfaction.

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

Job Description : - Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank. - A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. - He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions. - He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers. - PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. - He/ She also updates Bank's internal systems like the Daily activity tracker - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS. Key Result Areas : - Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing To Bank - ETB Book - Achieve the New to Bank - NTB CDAB Target from self-sourced accounts across all schemes - Achievement of New Priority Customer ID Acquisition Target - Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Products - Achievement of points target from Non-Life Insurance - LI IPG Points - Other Cross Sell Points - through Loans, Fixed Deposit - FD, Forex, Cards, Remittances, etc - Improve Customer Activation % by sale of defined hooks in the mapped portfolio Purvi Axis bank HR 9867078228 purvi.pacharne@axisbank.com

Walk In Drive Details Interview Date - 8th July 2025 Interview Location - Ujjivan Small Finance Bank-Purnia, Chitrabani Road, Kalibari Chowk, Purnia, Purnia - 854301 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Araria, Raniganj, Forbesganj, Gulabbagh (Bihar) 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 prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. 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 Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

Role & responsibilities We are looking for BDE superstars! Dil se battao, are you one? BDE/ Sales Executive role is part of hard-core sales team who is key member in Banks growth journey. It Requires rigorous hard work to bring NTB from all kind of customers in the area. Customer can be from retail, salary, corporate sector and has a banking required can be associated with the bank. You should look at every person (KYC holders) from the perspective of potential customer. This has hard work as well as high earning potential of incentives, faster promotion etc. WHAT MAKES A TALENTED BDE SUPERSTAR? Amazing selling skills Are you willing to take up the challenge of being in the field entire day to generate lead and bring new business? Can you bring in absolute brilliance in getting us Savings & current account customers 1 Current account and savings account per day. Can you do it? Someone who can turn opportunity to sales Join us if you can make 12+ outbound calls per day and are relentless in your efforts be it follow up of references, visiting shops, buildings, houses shall be required to bring in business. Dil Mange More. You shall be also be required to do business of Life Insurance and General insurance in a month and it shall be part of monthly targets. We need someone who is street smart. Literally! Your office is where your work takes you. You don’t need to be in office and have workstation as it is not a branch-based Operations profile rather its hard core field sales profile Someone who is willing to be put on a fast track promotion program Enjoy benefits of fast track promotions, avail of the opportunity to earn up to 60K Per month and if you do well, expect growth rewards and plunge into various roles including Branch Manager, Cluster head and Sales Head. Preferred candidate profile

Walk In Drive Details Interview Date - 7th July 2025 Interview Location - Ujjivan Small Finance Bank- Bhagalpur, Ganji Mill Campus, Tilka Majh, Central Jail road, Bhagalpur, Bhagalpur - 812001 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Kahelgaon & Banka (Bihar) 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 prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. 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 Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.

Role & responsibilities Relationship Manager Yes Premia Core 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 Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures 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 Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc Warm Regards, Ishika Mittal V-Konnect Associates Spazedge, Sec-47,Gurugram Email: ishika.mittal@v-konnect.com Phone: 9306459303 www.v-konnect.com

Create Team of agent Review the Daily and weekly performance Manage and oversee the performance of the sales team. Establish and maintain strong relationships with agency partners Required Candidate profile Who Can Apply? - Graduation Must - Must have 2 years of experience in any Sales / Banking / Finance / Insurance Sector - Good Communication skills For more info. Call on: 98795 72979 HR Amisha

Relationship Officer -811 Digital Sales-Digital Banking Kotak-Regional sales 811 CA /SA RO 100% open market and field job -Target driven. Acquisition of Saving/Current account from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product from mapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieve Saving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification : Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age : Upto 25 Years

Create Team of agent Review the Daily and weekly performance Manage and oversee the performance of the sales team. Establish and maintain strong relationships with agency partners Required Candidate profile Who Can Apply? - Graduation Must - Must have 2 years of experience in any Sales / Banking / Finance / Insurance Sector - Good Communication skills For more info. Call on: 9558941997

Urgent Hiring for !!! Key account manager !!! for one of the leading bank. Job title: Key Account Manager Role Summary: Responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers. The KAM is supposed to service all banking needs of mapped clients Overall Job Description Grow the bank's liability base by deepening customer relationships. Provide comprehensive banking services, including third-party products. Increase product penetration across the mapped client base. Promote use of digital channels like Net/Mobile Banking, ATM, and POS. Drive revenue through cross-selling bank and third-party products. Ensure strict adherence to bank processes and compliance standards. Mandatory Certifications AMFI mandatory Education and Work Experience Requirements: EDUCATION Essential requirement: Graduate with exposure to financial/ mgmt. subjects Preferred: PGDM/ MBA / MMS Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

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.

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.

Branch Manager

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work independently as well as part of a team towards common goals.