1754 Retail Liabilities Jobs - Page 4

ead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk.

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective communication, relationship management, and sales strategies. Identify cross-sell opportunities across various products such as PMS, Mutual Funds, Third Party Products, Retail Liabilities, etc. to increase revenue growth. Stay updated on market trends and industry developments to stay ahead in the competitive landscape. Develop a deep understanding of client needs and preferences to provide tailored solutions that meet their financial goals. Desired Candidate Profile 4-9 years of experience in HNI Client Handling or similar roles in Banking/Finance sector. Strong knowledge of Portfolio Management Services (PMS), Mutual Funds, Third Party Products, Retail Liabilities, etc. . Excellent relationship management skills with ability to build strong rapport with high net worth individuals.

Greeting from HDFC Bank!! We are hiring for Personal Banker Classic roles - Raipur and Bilaspur l Near by Job Role : Personal Banker Classic Job Location : Raipur and Bilaspur l Near By Role & responsibilities 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. Maintain Daily Sales Report • CH 106 and CH 104 Calling o 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 o Walk Ins o Portfolio o Referrals Friends Associates Family members o 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. Preferred candidate profile Any Graduate or Post Graduate with minimum 3 years of experience is Preferred in sales / banking / insurance / NBFC. Please share updated resume on shivam.chouhan@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Role & responsibilities Preferred candidate profile

Candidates have to acquire new customers for savings and current in out Required Candidate profile Candidates have to open savings and current Perks and benefits Candidates will get insensitive upto 60000

HDFC Bank Hiring for Branch Managers - Retail Branch Banking - Nadiad Job Role : Branch Manager Job Location : Nadiad Role & responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. Objectives Ensure clarity of Business objectives among staff Adherence of sales process & Operational Checklist. Preferred candidate profile Any Graduate with Min 8 to 15yrs Exp in Banking Industry Exposure to banking preferable Knowledge of Banking Regulations.

HDFC Bank Hiring for Branch Managers - Retail Branch Banking - Anand Job Role : Branch Manager Job Location : Anand Role & responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. Objectives Ensure clarity of Business objectives among staff Adherence of sales process & Operational Checklist. Preferred candidate profile Any Graduate with Min 8 to 15yrs Exp in Banking Industry Exposure to banking preferable Knowledge of Banking Regulations.

HDFC Bank Hiring for Branch Managers - Retail Branch Banking - Vadodara Job Role : Branch Manager Job Location : Vadodara Role & responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High-Net-Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. Objectives Ensure clarity of Business objectives among staff Adherence of sales process & Operational Checklist. Preferred candidate profile Any Graduate with Min 8 to 15yrs Exp in Banking Industry Exposure to banking preferable Knowledge of Banking Regulations.

Candidate must have experience in at least years 2 + Years in BFSI Sales Products : Casa, life insurance , MF ,LI,GI , Current account, demat account , Acquisition, NTB & ETB Sourcing Age should be 28 years Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. - Ability to work in a fast-paced environment and meet sales targets

Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. Easily establish relationship with customers and build a rapport. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions. Maintain highest order of honesty, transparency and integrity in all actions.

Urgent Hiring for!!! Key account manager!!! for one of the leading pvt ltd bank. Job Description: Generate New Business to the Bank by doing fresh Acquisition of CASA & other Banking products. Manage and sell Savings Account by conducting several marketing activities. Understand and analyse the customer needs and provide customised solutions to fulfil their requirements. Extend professional customer service to achieve a high level of customer satisfaction and retention. Specific Requirements: Should be tech savvy and comfortable using gadgets like tab/mobiles Prior sales experience in Banking /Financial Services/Insurance/NBFC/Pharma/Telecom sector is a must Preference would be given to candidates with Banking Sales background (Liability Products) Desired Behavioural / Functional Traits: Should be young and energetic with passion for sales Strong customer service orientation along with process adherence Education: Graduation must. Work Experience: 1 - 5 years sales experience preferably from Banking/Financial industry background Age Range: 21 - 30 Years Salary: Maximum up to 6 lacs (Based on current CTC & experience) Dress Code: Formal Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Kotak Mahindra Bank is hiring for Relationship Manager Role - Branch Banking for Delhi Location. Interested candidates can directly come for interview at below mentioned address :- Date 24th July 2025 (Thursday) Time 10 : 00 AM to 01 : 00 PM Interview Venue Kotak Mahindra Bank Ltd, 2nd Floor, Epicah Mall, Moti Nagar (Near Exit Gate No 3 Moti Nagar Metro Station) Contact Person Ram Sharma (RCEM) and Aatish Verma/Priyadarshini Pradhan (HR) Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online / offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements: Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance. Must be energetic, confident and go-getter. Age limit up to 34 years. Candidate must be currently working.

Job Title: Premium Current Account Manager (PCAM) Department: Retail Branch Banking / Business Banking Location: Mumbai Experience Required: Minimum 4 years in business banking Key Responsibilities: Acquire high-value current account customers (individuals & businesses) Drive CASA (Current Account Savings Account) growth with a focus on premium segment Identify and onboard trade & SME clients with large transaction volumes Cross-sell banking products: cash management, payment gateways, insurance, forex, etc. Ensure KYC compliance and smooth onboarding process Develop and maintain long-term relationships with clients to generate repeat business Monitor account activity and ensure high activation and utilization rates

Premier Acquisition Manager CASA/ BB / GRA - RL Sales Walkin Drive on 23rd and 24th Jul 24 (Wed & Thursday) Grade: M1/M2 Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA - Having more than 2-4 year work experience Venue : Kotak Mahindra Bank, No:40, Monteith Road, Egmore, Chennai - 600 008. Time : 11 AM to 3 PM Contact Person : Raju S - HR

Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading pvt sector bank. Key Responsibilities: Acquire high-value new-to-bank customers monthly. Promote family banking to increase relationship value. Manage assigned client relationships to grow wallet share. Drive cross-sell of: Digital banking and wealth products Investments, insurance, and loan products Meet personal book and fee income targets. Ensure prompt and proactive customer service. Provide feedback for better customer experience. Eligible for quarterly incentives based on target achievement. Desired Experience: Experience: 34 years in banking (private, PSU, co-operative, or rural banks). Background: Customer-facing branch role with ops & regulatory knowledge. Skills: Fluent in English & regional language, MS Office, banking software. Extra Advantage: Additional language fluency. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Role & responsibilities Branch Operations Manager Relationship Manager Relationship Officer Customer Service Executive Preferred candidate profile 1 to 8 years of experience in Retail Banking Sales Liabilities, Business Understanding, Digital Mindset with excellent Communication Skills

1. Bank Officer Branch Banking - CASA Sales 2. Relationship Manager - CASA Sales Minimum 1 year experience in field sales of Retail Branch Banking Products. Freshers with flair for sales can also apply. 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 Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Preferred candidate profile Number of years of experience (range): 0 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc. Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.

Dear Candidate, Urgent Opening with leading Bank. Designation : Elite Relationship manager CTC : 10 LPA Location : Nagpur Key Responsibilities: 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided by Bank in order to enhance wallet share 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle the service requirement of customers are taken case in a prompt and pro-active manner 7. Provide regular feedback to Branch / Head Office team for improved customer relationship management at Bank 8. The position is on Quarterly Incentive Program outcome of which is dependent on achievement of laid down targets Desired Experience: • Number of years of experience (range): 3-4 years • Type of companies/sector worked for: Banking private sector banks, cooperative banks, PSU banks, rural banks. • Responsibilities managed in the previous organizations: The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations. Knowledge of banking practices, guidelines and regulatory requirements are essential for this role • Languages: Fluency in English and regional language of the state applying for. Ability to speak in other regional languages would be an added advantage. • Computer/technical skills (if any): Good in MS Office, Banking Software's, Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Role & responsibilities Drive CASA (Current Account and Savings Account) acquisition through direct and indirect channels. Lead a team of Assistant Acquisition Managers and ensure achievement of monthly and quarterly sales targets. Develop and execute strategic plans to increase CASA penetration in the assigned territory. Build and maintain strong relationships with high-value clients and business partners. Monitor market trends and competitor activities to identify new opportunities. Ensure compliance with bank policies and regulatory guidelines during customer onboarding. Conduct regular training and mentoring sessions for the sales team to enhance productivity and product knowledge. Collaborate with branch operations and cross-functional teams to ensure seamless customer experience. Generate MIS reports and provide insights to senior management on sales performance and customer feedback. Preferred candidate profile BFSI/Banking Experience: Currently working as a Sales Manager or in an equivalent role with 3 to 6 years of experience in CASA or retail banking sales. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Capable of leading a team and working independently.

You will be responsible for managing relationships with existing and potential customers in the banking industry. Your main tasks will include developing and implementing strategies to increase sales of retail liabilities, NRI, Wealth related products, and banking products. It will be your duty to identify customer needs, provide appropriate solutions, monitor customer accounts, and offer timely feedback to customers. Additionally, you will need to establish and maintain a strong network of contacts within the banking industry, provide excellent customer service, ensure customer satisfaction, and analyze customer data to enhance customer loyalty. You will also be required to develop and execute marketing campaigns, as well as prepare and present reports to senior management. The ideal candidate for this role should have a passion for sales and customer service, with a minimum of 2 years of experience in the banking industry, preferably in the retail liabilities/CASA/TPP segment. Excellent communication and interpersonal skills are essential, along with the ability to build strong customer relationships. You should be capable of working independently, handling multiple tasks, and thriving as a team player in a fast-paced environment.,

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 ! Role & responsibilities Branch Manager- Branch Banking (M4/M5) Branch Operations Manager (M3) Relationship Manager - Platinum - Household / Branch Banking (M3) Service Officer - Teller (M1) Acquisition Manager - CASA (M1) Relationship Officer - 811 (M1) 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

Urgent Hiring for !!! Platinum Relationship

Job Location : Gangtok ,Namchi,Rangpo , Singtam , Jorethang , Barfung Rabong , Ranipool Samdur, Sichey , Kewzing , Gyalshing , Tadong , Mangan, Pakyong Job Roles - Teller, Welcome desk, Personal Banker Classic, Personal Banker Sales. Roles and Responsibilities Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Identify new business opportunities by acquiring new customers for priority banking services such as Priority Banking, Preferred Banking, and Premier. Sell various liability products including Retail Liabilities to meet customer needs. Collaborate with internal teams to resolve customer queries and issues related to CASA accounts. Manage a portfolio of High Net Worth Individual (HNI) clients through HNI client handling, acquisition, and retention. Desired Candidate Profile 1-6 years of experience in branch banking or similar role. Strong understanding of Casa Acquisition, Casa Sales, HNI Client Handling, Liability Products, Portfolio Management, PBG (Priority Banking Group), Preferred Banking Group (PBG), Premier Banking Group (PBG). Excellent communication skills with ability to build rapport with high net worth individuals.

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