1755 Retail Liabilities Jobs - Page 34

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

Role & responsibilities Financial Responsibilities: Devise action plan for the Branch and ensure that Liability business (Book size of CASA, yield, fee based income and Business quality) targets for the Branch is met. Effectively manages the sales and service environment of the branch. Actively identifies and establishes the business relationship with retail customers. Strategize sales direction for cross selling and sales planning for the area of function. Monitor and improve sales productivity. Responsible for organizing various sales campaign / promotions in the area of function. Achieving Business targets on book size, yield, fee-based income and customer quality for the functional area. Leading the team of the branch to achieve the profit targets. Support an environment that promotes providing a level of care that makes customers feel welcomed, significant and engaged. Non Financial Responsibilities: Coordinate with BOSM and Team Leaders for developing Business. Customer centric approach and deepening the customer relationships. Supervise the day to day functions of the branch including vault, drawer and ATM balancing. Overseeing teller and customer service duties, assisting with customers transactions. Operations: Provide guidance and support for new product launches. Ensure Business Turn Around Time (TAT) superior to competition inline with the standards laid down for the Bank. Monitoring and controlling cost of acquisition of local Sales Channel/ FOS, Branch expenditures, Manage Branch Administration. Ensure ethical practices in acquisition and servicing. Monitor performance of branch on a weekly basis viz. in terms of business targets achieved. Responsible for efficient operations, customer service and marketing for all retail banking products. Develop alternative channels for CASA business sourcing. Proactively seeks solutions that benefit the customer and the bank. People Management: Manpower planning for branch staff and performance appraisal. Improve efficiency and productivity of Staff, Turn-Around-Time, etc. of the Branch. Ensure full team is committed and customer focused in their approach. Achieve high employee satisfaction and retention of good performers and manage attritions through motivation and job satisfaction. Identify and carry out all actions/ activities related to business growth. Train the Branch staff at periodic intervals in new products, features and competition. Assist in devising and implementing a customer acquisition and retention programme. Compliance & Risk Responsibilities: Adhere to regulatory compliance and bank's policies and procedures, bank's code of conduct and ensure to comply all. Taking the responsibility of bank's information - No third party info disclosure, verbal, written, soft copy, mail any way. Address critical issues and potential conflicts in a candid and timely manner. Preferred candidate profile Total experience: Candidates must possess a minimum of 10 years of professional experience, including a minimum of 2 years in a Branch Manager role, with the additional stipulation that the candidate must have worked locally within the same city

Dear Candidate, We have urgent job opening for Retail Branch Banking - Coimbatore (In & Around). We are conducting direct walk-in interview in @ Coimbatore, RS Puram Branch on Saturday, 05th July 2025. Below are the Interview details: Interview Date: 05th July 2025 (Saturday) Interview Location: HDFC Bank Ltd, 590 DB ROAD, R S PURAM, NEAR TO SAVITHA HALL, COIMBATORE, TAMIL NADU - 641002 Interview Timing: 10.00 AM to 1.00 PM Contact Person: Mr. Lionel Fernandez (Cluster Head) / Naveenkumar G (HR). Roles and Responsibilities: Sales, Portfolio Management, Business Development, Cross selling of bank products, Current Account, CASA, LI, GI, Demat accounts, Portfolio handling, HNI Client handling. Customer engagement, new client on-boarding, sales for classic portfolio customers 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

• Premium Acquisition Manager – CASA HNI product field sales • Relationship Officer Current Account – Current Account & CASA product field sales • Business Development Officer CASA – CASA & branch banking product field sales

- Acquire New to Bank (NTB) HNI / Ultra HNI customers - CASA acquisition along with cross-sales of LI, GI, HI, FD, MF etc - Call & book appointment with customers from existing / mapped leads - Generate own leads also - Field sales Perks and benefits Best in Industry incentives Good work life balance

Acquisition of Saving/Current account from open market via Cold Calling, References etc Work for Cross buy of financial product from mapped Book open market and field job

Walk In Drive Details Interview Date - 3rd July 2025 Interview Location - Ujjivan Small Finance Bank-Kapasiya, NH 31, Kailash Motel, near Maruthi Showroom, Harhar Mahadev Chowk, Kaushal Colony, Kapasiya, Kapasiya, Begusarai - 851101 Interview Time - 10 am to 3 pm Contact Person- Mr. Nitin Ranjan (Area Head-Branch Banking) Job Location: Begusarai (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.

Responsible for acquiring new Current and Savings Account customers through field sales, lead generation, and customer outreach. Focused on achieving monthly targets and cross-selling banking products. Key Responsibilities: Acquire new CASA accounts through direct sales. Generate leads via cold calls, referrals, and field visits. Ensure KYC compliance and proper documentation. Promote other banking products (FDs, debit cards, etc.). Build and maintain customer relationships. Requirements: Graduate in any discipline. 06 - 2 years of sales experience Strong communication and interpersonal skills. Goal-driven and customer-focused. Interested candidate kindly share your updated resume amrita.singh@manpower.co.in

Key Responsibilities: Client Relationship Management: Developing and maintaining positive relationships with clients, understanding their needs, and providing personalized support. Business Development: Identifying and pursuing new business opportunities within the existing client base (upselling, cross-selling) and potentially attracting new clients. Problem Solving: Addressing client inquiries, resolving complaints, and escalating issues when necessary. Communication: Maintaining regular communication with clients, providing updates, and ensuring clear and consistent information flow. Sales Support: Collaborating with the sales team to achieve sales targets and contribute to revenue growth. Reporting: Monitoring and reporting on sales performance, customer satisfaction, and other relevant metrics.

Smart infrastructure from Siemens makes the world a more connected and caring place- where resources are valued, where impact on the world is considered, where sustainable energy is delivered reliably and efficiently. It provides the flexible infrastructure to allow society to evolve and respond to changing conditions. Technology and the ingenuity of people come together to be at one with our environments and to care for our world. We do this from the macro to the micro level, from physical products, components and systems to connected, cloud-based digital offerings and services. Siemens offers a broad portfolio of grid control and automation; low- and medium-voltage power distribution, switching and control; and building automation, fire safety and security, HVAC control and energy solutions. He / She should have 10-15 years of relevant experience in the field of factory procurement Should have thorough understanding of Current & voltage MV transformer (CT-VT) Measuring Instruments (MIT) , Relays, Sensors etc.. Should have hands on experience on eSourcing tools like eRFQ, eBidding and eAuction Should conduct offer assessment & negotiations, coordination with Engineering & ensure the techno-commercial evaluation of the offers Digitalization drives Presales Support for Domestic and Exports white Elephant projects Finalizing Rate contracts for all Panel related equipment's. Knowledge of procurement plan & MIS is an added advantage Should be able to develop short term and long term strategies for commodities Should act as a support for Supplier Capacity Mapping, Supplier Risk Assessments, Audits & Quality Improvements Should work as a team player and should work along with cross functional team members to drive cost reduction projects Should possess excellent negotiation and communications skills with proven capabilities of managing different supplier relationships (collaborative vs confronting style) Should have experience to work in matrix organization. He/she has to adhere to Siemens process and compliance and should follow DOA. Should possess University degree in engineering (Preferably Electronics / Electrical) along with knowledge of SAP and Supply Chain Management, MS office and other analytical tools. Were Siemens. A collection of over 372,000 minds building the future, one day at a time. We're dedicated to quality and equality, and we welcome applications that reflect the diversity of the communities we work in. Bring your curiosity and imagination and help us shape tomorrow. Want to join us and be a Future Maker We are looking forward to receiving your online application. Please ensure you complete all areas of the application form, to the best of your ability to help us review your suitability for the role.

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service

:- Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction. Responsibilities include overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate demonstrates a deep understanding of financial products and market trends to drive business success.

Job Role: Senior Sales Manager Below are the job responsibilities for the role: Business Acquisition • Acquires new customer for liability accounts and third party products by effectively managing the sales unit • Strives for cross-selling all products alongside the core product • Develops and continuously upgrades new innovative sales channels & techniques to maximize productivity • Strategies with CBL on prospecting and efficient & effective approach to client segments • Derives insights to competitor sales activities and effectively counter the efforts Team Management • Manages and motivates the sales team through support with lead generation and sales closure • Provides regular training on products and selling skills to the sales unit • Partners with respective HCM RM to Recruit staff for sales unit as and when required • Evaluates training programs available and recommend the appropriate programs for differential training needs Quality Focus • Implements the sales monitoring mechanism to measure the productivity of the team • Monitors the quality of sourcing of products to evaluate developmental needs of the sales team • Drives the sales system towards quality standards where risks are well controlled • Sets business standards for acquisition and effective cross sell People Management • M onitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. • Ensuring Training & Development • Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary Location- South Mumbai Interested Candidates directly Reach out at soniya.gupta@v-konnect.com Call /WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service Maintain periodic status reports, including daily activity report and calls/follow-ups made Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Portfolio management of customers between identified thresholds. Activation of inactive accounts Cross sell Liability, Assets and TPP Products. Upsell and up tier customers to higher variant of products and services Achieve monthly budgets. Service walks ins and existing customer in branch and outside of branch TDS, 15G, 15H handling in branch Get additional NTB customers to the bank Customer on-boarding Adherence to Banks and regulatory guidelines

Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction. Responsibilities include overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate demonstrates a deep understanding of financial products and market trends to drive business success.

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

Job Description for Relationship Manager-Signature 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. Ensuring adherence to Compliance processes and guidelines. 9. Reduce rejection rates and improve quality of documentation. 10. Ensuring 360 client engagement Total Client Ownership. Qualification : Graduate Work experience : 5+ years Any other Experience required : Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Relevant experience as below: Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years

Sr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Roles and Responsibilities Manage CASA (Current Account Savings Account) portfolio, focusing on sales growth and customer acquisition. Develop and maintain relationships with existing clients to increase deposits and cross-sell banking products. Identify new business opportunities through networking, referrals, and market research to expand the client base. Analyze market trends and competitor activity to stay ahead of the competition. Collaborate with internal teams to resolve customer queries and issues in a timely manner. Interested candidates can reach out through kavya.p/8341137995

Payroll-Bank location: Gurugram 39 / Andheri Salary-Upto 6 lakhs Fixed Shift-10am to 7Pm Graduate with Min 1 yrs exp Voice process (Banking /NBFC Sector Mandatory) Jd Manage portfolio of 300 to 400 Banking Customers on calls call 9773553319 Simran Required Candidate profile Graduate with Exp Only Apply Comp off for bank holidays Uniform will be shared by Bank hyflyhr9@gmail.com www.hyfly.in Perks and benefits Incentives, Annual bonus, Mediclaim, transport

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Sr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Digital Acquisition Manager-CA-Digital 811-Digital Banking Kotak 811-Sales Short Description for Internal CandidatesDescription for Internal Candidates Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.