1755 Retail Liabilities Jobs - Page 31

Roles and Responsibilities Identify new business opportunities through lead generation, prospecting, and relationship building with high net worth individuals (HNIs). Develop and implement strategies to increase revenue growth, cross-selling, and retention of existing clients. Conduct regular performance reviews, provide coaching, training, and feedback to RMs to enhance their skills and product knowledge. Ensure compliance with regulatory requirements, internal policies, and procedures. Desired Candidate Profile 3-8 years of experience in Retail Branch Banking or related field. Strong understanding of Portfolio Management, HNI Sales, HNI Client Handling, Retail Liabilities, Retail Branch Banking, CASA Acquisition, CASA Sales. Excellent communication skills for effective leadership and client interaction. Ability to analyze data to drive business decisions and optimize results.

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.

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.

Job Opportunity at Pvt. Bank Mumbai Position: Relationship Manager – Wealth Location: Mumbai Products: CASA, Mutual Funds, Life Insurance Eligibility Criteria: Minimum 4 years of experience in banking Must have managed a strong portfolio of HNI clients How to Apply: Send your CV via WhatsApp: 9625167282 Or email it to: mukesh.dhawan@v-konnect.com

Product:- LAP Experience:-Min 2 years of team Handling Package:-Up to 6 LPA Age:- Max 32 Years Location:- Bhuvanagiri, Nizambad, Mancherial, Siddipet, Vikarabad, Gajwel Must have Strong knowledge of LAP product, documentation Qualification:- Graduate Annual bonus Food allowance Provident fund

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 Interested Candidates can directly walk in at below mentioned address :- Date and Day - 7th and 8th July 2025 (Monday and Tuesday) Time - 10:00 AM to 03:30 PM Interview Venue - Door No 6-3-1109/1/P-2, 3rd Floor, Navabharath Chambers, Beside Dominos Pizza, Above Magnus Group, Raj Bhavan Road, Somajiguda-500082 Location Hiring For - Across Hyderbad Contact Person - Anurag Kaushik TA HR

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 Monika purwar 9717346111 monika.purwar@v-konnect.com Preferred candidate profile

Role & responsibilities 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. Ishika Miital V-Konnect Associates 529,Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: ishika.mittal@v-konnect.com Phone: 9306459303 www.v-konnect.com

Role & 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. Preferred candidate profile: IRDA & AMFI certification is preferred.

Role & responsibilities: 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 Client 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 Client service standards. • Ensure internal and regulatory compliance through strict adherence to Client 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. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

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.

Freshers & experience Interested candidates Contact: 7207997185 Two wheeler &Driving licence manditory

IRDA &NISM CERTIFIED CASA SALES, RETAIL LIABILITIES AND OTHER BANKING PRODUCTS. FIELD CALES CASA Acquisition HR-8855045944

Strategic/ Managerial Responsibilities Team Leadership: - Leading a team of relationship managers, providing guidance, training, and support to ensure effective client management

Strategic/ Managerial Responsibilities Team Leadership: - Leading a team of relationship managers, providing guidance, training, and support to ensure effective client management

Role/ Job Title: Associate Manager-Acquisition (Current/Household)-Sales Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also, to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisition in terms of constitution, product and segment mix On-boarding and activating customers on digital platforms Assist Senior Sales Manager in catchment mapping and branch scoping exercises. Provide regular feedback to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities. Ensuring adherence to sales compliance and SOPs defined by the organization. Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations. Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibility for IDFC First Bank Working on key central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service offerings to customers. Education Qualification: Graduation: Any Graduate Experience: 1 to 4 years of relevant experience

Walk-In Drive on 9th Jul @ CSB Bank SR Nagar Branch Open Positions: BDE CASA & Gold - Minimum one year experience required in Sales Open Locations: Hyderabad Walk-In Location: CSB BANK LTD, S R NAGAR BRANCH, CSB BANK LTD, 4th FLOOR, D NO.7-1-621/93, SANJEEVA REDDY NAGAR MAIN ROAD, HYDERABAD, TELENGANA Interested candidates can Walk-In directly to above mentioned location with your updated CV Please also register in CSB Career Portal and apply for a Suitable Job: https://iaamcp.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CSB Perks: Good Incentives Medical Facility Insurance Looking for only experienced and currently working candidates

Roles and Responsibilities Manage retail liability products such as Current Account, Savings Account, Fixed Deposits, etc. Cross-sell HNI clients on various banking products like Third Party Products (TPP), Portfolio Management Services (PMS), Insurance, Mutual Funds, etc. Handle customer queries related to branch operations and resolve issues promptly. Identify opportunities for cross-selling and upselling of bank's products to increase revenue growth. Maintain accurate records of transactions and provide regular reports to management. Desired Candidate Profile 1-6 years of experience in Retail Branch Banking or similar role. Strong understanding of CASA, Retail Liabilities, Branch Banking, HNI Client Handling, Cross Selling, Portfolio Management, and Retail Banking concepts. Excellent communication skills with ability to handle high-pressure situations effectively.

Job title: AREA SALES MANAGER- EC Location: Bangalore Role Details The Area Sales Manager shall be responsible for leading the Business Sales Executives / Business Sales Managers. He / She is required to drive the high value Current Account new acquisition initiatives and ensure robust growth in deposit portfolio in lines with assigned targets. Job Description Supervise team of EC-Business Development Executives / Manager (EC- BDE/EC-BDM) on daily performance to achieve its goal & targets within a designated geographical area. Developing & implementing sales strategies setting targets & ensuring the team meets sales goal. Work with the Branch Managers, RMs & other Support functions to plan and carry out activities to pursue monthly & annual objectives through customer onboarding, campaigns & customer retention initiatives through the EC-BDE/ EC-BDM team Provide inputs & insights to customers & team to ensure products & digital channels are designed and pitched in the right manner & commensurate with the customer segment Role involves recruiting, training & motivating sales staff as well as monitoring their performance. Maintain & publish a daily sales report to the Branch Manager / RSM / RH where applicable. To drive Cross selling of Banking Products to new & acquired customers. EDUCATION Essential requirement: Graduate, MBA will be given preference Any specific requirements Sales experience in Retail Branch Banking (SME liabilities). Experience of Trade products & Lending is preferable Desired Behavioral / Functional Traits Effective communication & interpersonal skills Possess a flair & strategic leadership skill in Sales & Business Development with excellent presentation skills Positive attitude with an ability to work under stringent deadlines Note: Interested candidates please share resume to hemalatha.reddy@indusind.com Regards, Hemalatha R 9739250056

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

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 @ 05th July 25. Hdfc Bank Ltd, Ground Floor, Chozha Rajendra, No. 154, Jawarlal Nehru Road, Chennai-600106

Job Location: .Selaiyur, Madambakkam, Siruseri, Kovailambakkam,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 @ 05th July 25 - 10AM to 1PM HDFC Bank Ltd, 1St Floor, Kamalammal Complex, 187, Velachery Main Road, Selaiyur, Chennai -600073

Roles and Responsibilities Manage branch sales performance, ensuring targets are met or exceeded. Develop and execute strategies to increase liability products such as CASA deposits,TPP. Identify new business opportunities through effective networking within the community. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 3-5 years of experience in retail banking sales. Strong understanding of retail liabilities, including CASA deposits. Proven track record of meeting or exceeding sales targets consistently over time. Interested candidates may send CVs to paramita.goswami@bandhanbank.com

Role & responsibilities Job Title: Relationship Manager Young Professionals (RMYP) Industry: Banking Department: Retail Banking / Liabilities Location: Delhi NCR Experience: 02 Years Job Summary: We are looking for a dynamic and customer-focused Relationship Manager under the Young Professionals program to manage retail banking customers, generate business through cross-selling of banking products, and ensure excellent customer service at the branch level. Key Responsibilities: Build and maintain relationships with walk-in and existing customers at the branch. Promote and sell banking products like savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party products. Conduct outbound calling and field visits to acquire new customers and deepen relationships. Identify customer needs and provide suitable financial solutions. Ensure compliance with KYC norms and all internal policies. Achieve assigned sales and revenue targets within timelines. Handle basic customer service requests and coordinate with backend teams for resolutions. Required Skills: Good communication and interpersonal skills Sales-oriented and target-driven Basic understanding of banking products and services Strong customer handling skills Willingness to work in field sales when required Warm Regards, Ishika Mittal V-Konnect Associates Spazedge, Sec-47,Gurugram Email: ishika.mittal@v-konnect.com Phone: 9306459303 www.v-konnect.com

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