1755 Retail Liabilities Jobs - Page 32

Roles and Responsibilities Manage a portfolio of High Net Worth Individual (HNI) clients through effective relationship management. Identify new business opportunities and acquire new HNI customers for the bank's products and services. Develop and maintain strong relationships with existing HNI clients to increase sales revenue and cross-sell third-party products. Collaborate with internal teams to resolve client issues, improve customer satisfaction, and enhance overall service delivery. Analyze market trends, competitor activity, and regulatory changes to stay updated on industry developments.

Roles and Responsibilities Acquisition is the main responsility for this role Field Sales will be there. Lead generation and acquire business through it. Develop and maintain strong relationships with customers to acquire new clients and increase revenue through cross-selling of products. Identify opportunities for business development, including identifying potential customers and expanding existing client base. Ensure compliance with regulatory requirements, internal policies, and procedures.

Role & 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 scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Locations: Coimbatore - Ganapathy, NSN Palayam, Sai baba colony, Erode , Madurai, Pollachi, Tiruchirappalli, Tirunelveli Required Criteria Must be a graduate. Two-wheeler must. Age limits up-to 38yrs. Perk Benefits Salary + Incentive + Statutory + Medical coverage Salary up-to 25-30% hike from the current CTC + Medi-claim + Cost of living allowance + Insurance + Incentive. New joiners will be eligible for assured incentive of 1K for first 3 months from their DOJ. For the good performer up to 4X incentives will be provided. Minimum 50 customers base will be assigned for the first 3 month. Note : Please avoid employment gap candidates. Those who're currently into banking pay role will consider those only Regards, Sandipa 7980475998

Key Responsibilities: Lead and manage branch operations in compliance with bank policies and regulatory guidelines. Drive retail liabilities business, including CASA, term deposits, and cross-selling of banking products. Build and maintain strong customer relationships to enhance customer loyalty and branch growth. Achieve branch profitability and revenue targets through effective business development and cost management. Guide, mentor, and motivate the branch team to deliver excellent customer service and meet sales targets. Ensure proper audit and compliance standards are met at all times. Identify local market opportunities and plan strategies to capitalize on them. Desired Candidate Profile: Graduate/Postgraduate with minimum 510 years of experience in retail liabilities sales and branch management and preferred local candidates. Strong leadership, team management, and interpersonal skills. Excellent knowledge of banking products, regulatory compliance, and local market dynamics. Proven track record of meeting and exceeding sales and profitability targets. Customer-centric approach with a commitment to high service standards.

Acquisition of CASA sales

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.

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

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

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients 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 process

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. Interested Candidates can directly walk in at below mentioned address :- Date and Day - 05th July 2025 (Saturday) Time - 11:30 AM to 02:30 PM Interview Venue - Kotak Mahindra Bank, 179, Scheme No 1 University Road, Mangal Pandey, Meerut, Uttar Pradesh - 250004 Location Hiring For - Meerut, Hapur and Philkuwa Contact Person - Aatish Verma (HR) and Ankit Jain (Area Manager)

Role & responsibilities Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring. RM should achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team. Enhancing engagement with HNI customers through client meetings and/or joint calls. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book. Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs Preferred candidate profile We encourage Gender Diversity. Both Male and Female can apply. If interested kindly share your profile to jayalakshmi.kp@idfcfirstbank.com

About the Role: The Branch Head (BH) is responsible for coordinating and overseeing all branch operations and implementing strategies to increase productivity and performance levels in order to achieve the branchs financial targets. They are responsible for ensuring the smooth functioning of the branch and its compliance with the rules and regulations. They should maintain good relations with the key account holders of the Bank to ensure deepening of accounts and thus generating revenue. Key Responsibilities Ensure efficient daily operation of a branch, including lending, product sales and customer service in accordance with the banks objectives Prepare the plan for the growth of branch business in consultation with the Cluster Head Implement the plan through the Branch team so as to achieve the top line goals Establish and strengthen relations with key customers (e.g. top 10%) to generate sustained business. Review daily/ periodic reports (e.g. overdrawn accounts, temporary overdrafts, cash retention limit, office accounts, etc.) and take proactive action to ensure profitable and ethical business. Ensure audit related deliverables, both internal and external are met as per the prescribed norms Ensure compliance with due processes and guidelines Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, sales processes and various policies of the bank Resolve, report any disruptions (e.g. strike or local disturbance) and take appropriate action to ensure that the branch operations are run smoothly. Liaison with the cluster office and other branch offices to ensure the smooth management of operations and the achievement of overall business goals. Ensure proper upkeep of branch premises and assets including safety and security Qualifications: Optimal qualification for success on the job is: Graduate/ MBA (Marketing) preferred from a recognized institute NCFM and AMFI Certifications 10-15 years of experience in the BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

Roles and Responsibilities Manage branch sales performance, including cross-selling and upselling of products such as Current Account, Saving Account, Retail Liabilities, and Liability Products. Develop and implement effective strategies to increase customer acquisition and retention. Ensure compliance with regulatory requirements and internal policies. Analyze market trends and competitor activity to identify opportunities for growth. Desired Candidate Profile 5-10 years of experience in Retail Branch Banking or related field. Strong understanding of current account, saving account, retail liabilities, and liability products. Excellent leadership skills with ability to manage teams effectively. Proven track record of achieving sales targets through cross-selling and upselling techniques.

Opportunity for Select Relationship Manager with leading BANK !!! Job Location - Navi Mumbai Ctc : KAM- upto 6.5L and Select RM- Upto 10.50L Key Responsibilities • To acquire new clients through leads and family accounts grouping • To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base • To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client • To service clients covering all their banking needs including bank/3rd party products • To increase the bank and third party product holding of the mapped client • To meet / call mapped clients for client servicing needs and new products cross sell • To actively participate in driving campaigns conducted across liability and other products • To conform to processes of the bank and have a high focus on compliance Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

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 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 service standards. • Ensure internal and regulatory compliance through strict adherence to 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

• 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 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 service standards. • Ensure internal and regulatory compliance through strict adherence to 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.

About the Role: The Branch Head (BH) is responsible for coordinating and overseeing all branch operations and implementing strategies to increase productivity and performance levels in order to achieve the branchs financial targets. They are responsible for ensuring the smooth functioning of the branch and its compliance with the rules and regulations. They should maintain good relations with the key account holders of the Bank to ensure deepening of accounts and thus generating revenue. Key Responsibilities Ensure efficient daily operation of a branch, including lending, product sales and customer service in accordance with the banks objectives Prepare the plan for the growth of branch business in consultation with the Cluster Head Implement the plan through the Branch team so as to achieve the top line goals Establish and strengthen relations with key customers (e.g. top 10%) to generate sustained business. Review daily/ periodic reports (e.g. overdrawn accounts, temporary overdrafts, cash retention limit, office accounts, etc.) and take proactive action to ensure profitable and ethical business. Ensure audit related deliverables, both internal and external are met as per the prescribed norms Ensure compliance with due processes and guidelines Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, sales processes and various policies of the bank Resolve, report any disruptions (e.g. strike or local disturbance) and take appropriate action to ensure that the branch operations are run smoothly. Liaison with the cluster office and other branch offices to ensure the smooth management of operations and the achievement of overall business goals. Ensure proper upkeep of branch premises and assets including safety and security Qualifications: Optimal qualification for success on the job is: Graduate/ MBA (Marketing) preferred from a recognized institute NCFM and AMFI Certifications 10-15 years of experience in the BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

Freshers & experience Interested candidates Contact: 7207997185

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.

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

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 Description for Head Relationship Manager Insignia Preferred Banking Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement – “Total Client Ownership”. Qualification: Graduate Work Experience: 15+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 10+ years

Job Title - Branch Manager- Chennai Business Unit - Retail Banking Function -Branch Banking Location - Chennai Roles & Responsibilities: Own the P&L for the branch and direct all operational aspects including distribution operations, customer service, administration and sales. Assess local market conditions and identify current and prospective sales opportunities. Responsible for achieving overall product targets - CASA, Investments, Insurance, Trade Services and Term Deposits & managing group business products like Business Banking products & other Assets products (Home Loan, Loan against Property (LAP) etc.) Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs. Adhere to high ethical standards and comply with all regulations/applicable laws. Network to improve the presence and reputation of the branch and company. Stay abreast of competing markets and provide reports on market movement and penetration. Establish the Bank and the brand in the catchment area. Responsible for achieving overall branch targets and ensuring branch profitability. Cultivate relationships with individual and corporate customers. Secondary Responsibilities: Spearhead manpower planning, recruitment and training processes for both on-roll and off-roll employees to ensure high performing talent across levels. Bring out the best of branchs personnel by providing training, coaching, development, and guidance. If Interested kindly apply, shortlisted profiles will get calls/email for interview.

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.