1755 Retail Liabilities Jobs - Page 33

Roles and Responsibilities HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG Attrition control of customers• Achieving MTD and YTD Revenue Targets Desired Candidate Profile Min 5+ Years of relevant experience into Branch Banking Perks and Benefits Best in the Industry Job Location: Thane, South Mumbai (All Areas), Mumbai Suburbs, Navi Mumbai, Mumbai Central, Harbour Line Role: NR RM/ Wealth RM/ BRH (TL Role for Wealth) / BM (Branch Banking) Interested may contact on 8369106722 for more details or apply for the same. ***ONLY Relevant Candidates do apply*** Thanks & Best Regards, Anu Gupta Sr Recruitment Officer Talent Ahead India Pvt. Ltd. / IMSA India +91 8369106722 URL : www.talentahead.in , www.imsa-search.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.

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Greetings from Kotak Mahindra Bank. We are excited to invite passionate and skilled individuals to be a part of our growing team through our upcoming Walk - In Drive. We are hiring for multiple positions ! Roles Available : Relationship Officer - 811 (M1) Acquisition Manager - CASA (M1) Branch Relationship Manager - Business Development (M2) Relationship Manager - Platinum - Household / Branch Banking (M3) Service Officer - Teller (M1) Branch Operations Manager (M3) Branch Manager- Branch Banking (M4/M5) Preferred candidate profile : Graduation Qualification in any stream. Age Criteria : upto 35 Yrs of age. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. High energy and drive. Go getter attitude. Self-motivated with a passion to achieve. Relevant Experience of in Team Handling, thorough Understanding of Banking. Leadership Aptitude, Mentoring Ability and Excellent Organizational Skills. Freshers are also eligible for Relationship Officer - 811 role which is mentioned above. Contact Details : Santhosh.L (Andhra Pradesh) - Mail ID : santhosh.L@kotak.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

* Responsible for sourcing High-Value CASA customers. * Achieved business objectives for retail liability sales for the branch. * Generating revenue from sale of CASA, TPP products like Insurance and upgrading customer lower product category to high. Required 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.

WALK-IN for BDE/BDM- CASA Acquisition ( ON ROLE ) - Coimbatore, Tirupur, Erode. Any Graduate / Post Graduate having passion on Sales. Age should be not more than 32 years. Any sales executives with experience of 1+ to 4 years in NTB Business. Acquisition of CA, SA, RD, TD, LI, GI, MF, Investments, Asset X Sell etc. can apply for the position. Full understanding of local markets and product knowledge in CASA, LI, GI, MF, Investments, Asset X Sell Business is mandatory. Excellent Communication Skills in English and Regional Language will be an added advantage. He or she may need to travel extensively. Thanks & Regards, Human Resources Department KVB

Role & responsibilities Branch Manager Preferred candidate profile

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Hyderabad. The ideal candidate will have 2 to 7 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform various tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 2 years of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Experience in logging cases in the system as per SOP. Familiarity with auditing and RBI regulations. Educational qualificationsAny Graduate or Postgraduate degree. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a motivated and dynamic individual with 2 to 7 years of experience to join our team as a Customer Sales Executive in the Insurance Cross-Sell team, located in Patna. The ideal candidate will have prior experience in life/general insurance sales and possess a passion for driving sales and building strong customer relationships. Roles and Responsibility Drive insurance sales by interacting with insurance partners and prospective customers to meet individual sales targets. Work towards meeting monthly, quarterly, and yearly sales targets while ensuring high levels of customer satisfaction. Stay updated on industry trends, product offerings, and competitive landscape to effectively pitch and close insurance sales. Ensure compliance with all Audit/RBI/IRDAI regulations and maintain accurate records of sales performance. Provide regular updates to management on progress, potential risks, and areas for improvement. Build and maintain strong relationships with both insurance partners and prospective customers. Job Minimum 2 years of experience in insurance sales with a proven track record of achieving sales targets. Good verbal and written communication skills, focusing on achieving sales targets and driving personal performance. Excellent interpersonal skills and the ability to maintain customer relationships. Under-Graduate or Graduate in any discipline with basic knowledge of MS Office. Knowledge of life and general insurance products is an added advantage. Ability to work in a fast-paced environment and consistently meet sales targets.

We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Kolkata. The ideal candidate will have 1-6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Perform customer retention activities under the guidance of the Supervisor/Manager. Identify potential business opportunities with customers. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products with the help of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Knowledge of audit and RBI regulations. Any graduate degree is required. Experience in customer relationship management and sales strategy development is preferred. Additional Info The company offers a dynamic work environment and opportunities for growth and development.

We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Durgapur. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Identify potential business customers with the guidance of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the process for disbursement. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with their help. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Knowledge of audit and RBI regulations. Any graduate degree is required. Additional Info The company name is TATA CAPITAL LIMITED, and the industry is Banking / Financial Services / Broking.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Mumbai, Vikhroli. The ideal candidate will have 1-3 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Assist in empaneling new vendors and developing relationships with them. Ensure compliance with all Audit/RBI regulations with the help of the Manager/Supervisor. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Experience in insurance or TPP is an added advantage. Any graduate can apply for this position. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, committed to providing exceptional customer service and building long-term relationships with its clients.

We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Kolkata. The ideal candidate will have 1-3 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Identify potential business customers with the guidance of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with their help. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong knowledge of banking operations and financial services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Any graduate degree is required. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Pune. The ideal candidate will have 2-5 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 2 years of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Experience in logging cases in a system as per SOP. A graduate degree is required for this position.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Nashik. The ideal candidate will have 1 to 6 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of audit and RBI regulations. Ability to empanel new vendors and develop relationships with them. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Any graduate degree is required. Additional Info The selected candidate will be working at Metro 99 Commercial Complex - CSE, Nashik.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Delhi. The ideal candidate will have 1-3 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong problem-solving and analytical skills. Experience in insurance or related fields is an added advantage. About Company TATA CAPITAL LIMITED is a leading company in the banking and financial services industry, committed to providing excellent customer service and building long-term relationships with its clients.

We are looking for a highly motivated and experienced Customer Sales Executive to join our team in Siliguri. The ideal candidate will have 2-5 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Perform customer retention activities under the guidance of the Supervisor/Manager. Identify potential business opportunities with customers. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 2 years of experience in sales, preferably in banking or financial services. Strong knowledge of audit, RBI, and financial services. Ability to work under pressure and meet targets. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Educational qualificationsAny Graduate or Postgraduate degree. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Surat. The ideal candidate will have 1-3 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong problem-solving and analytical skills. Experience in logging cases in the system as per SOP. A graduate degree is required for this position.

We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Jamshedpur. The ideal candidate will have 1-6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Perform customer retention activities under the guidance of the Supervisor/Manager. Identify potential business opportunities with customers. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products with the help of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Knowledge of audit and RBI regulations. Any graduate degree is required. Experience in insurance sales is an added advantage. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, committed to providing exceptional customer experiences and driving business growth.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Baroda. The ideal candidate will have 1-3 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of customer service principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong problem-solving and analytical skills. Experience in insurance is an added advantage. Any graduate can apply for this position. About Company TATA CAPITAL LIMITED is a leading company in the banking and financial services industry, providing excellent customer service and support to its clients.

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

Role & responsibilities Preferred candidate profile Maintains the Profit and Loss statement and Balance Sheet for the branch. • Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank. • Sustained revenue generation for the branch through cross sell of TPP, RA and BB products • Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service • Ensures Efficient complaint management within specified TATs • Drives high service scores • Conducts customer engagement programs and marketing events • Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening Systems, Controls and Processes • Ensures Upkeep of the Branch and ATM and raises issues if required • Liaises with respective teams for effective and efficient Fraud Management within the cluster • Ensures branch compliance with Banks policies and processes • Ensures timely submission of MIS reports • Ensures safety and security of Bank and customer's assets • Ensures Audit related deliverables both internal and external are met as per the prescribed norms • Ensures Role clarity to employees in the branch and manage attrition Performance Management • Tracks and monitors daily productivity and book movement of the branch • Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or WhatsApp Number 9893057024

Preferred candidate profile Minimum 1+ Years experience Mandatory required in CASA sales. Acquire new customers for liabilities from open market. (current account- saving account). Assist the customers for conversion of existing borrowing customers for liabilities. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Location - Thane , Vashi , Ghatkopar , Kamothe , LBS Road. Interested Candidates Can Share your updated resumes on - shoa.fatima@ujjivan.com or shashank.gaikwad@ujjivan.com

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic sales professionals for the following roles (On the payroll of Kotak Mahindra Bank). Freshers may also try their luck, if interested in Open Market Field Sales. Available Roles- Acquisition Manager: Grade: Asst. Manager - M1 Premier Acquisition Manager: Grade: Deputy Manager - M2 Platinum Relationship Manager: Grade : Manager/ Senior Manager -M3/M4 Relationship Officer CA811 Digital Sales : Asst. Manager - M1 Relationship Officer SA811 Digital Sales:Asst. Manager - M1 Corporate Acquisition Manager -Salary :Asst. Manager / Deputy Manager - M1/M2 Maximum Age Limit: 30 Years Interested candidates can attend the walk in drive as per the details mentioned below. Date: 2nd ,3rd & 4th July 2025 Time:11:00AM-3:00PM Address: Kotak Mahindra Bank Ltd.7A, Venus Amadeus-Jodhpur Cross Road Satellite, Ahmedabad-Gujarat- 380015