4162 Retail Liabilities Jobs - Page 4

Position Responsibilities Sr. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, tra...

The Virtual Relationship Manager builds and maintains strong client relationships remotely, offering personalized solutions and exceptional service. This role requires excellent communication skills, independence, and a customer-focused approach.

Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skil...

Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer s along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skil...

Current Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. * Instrumental in augmenting sales target of casa per month

We are looking for a results-driven and experienced Relationship Manager to lead business development and customer engagement in the Construction Equipment (CE) segment The role involves enhancing the deposit base, cross-selling ficial products, ensuring regulatory compliance, and driving branch profitability The ideal candidate should have a strong background in retail liabilities, sales, and team leadership Source New-to-Bank (NTB) clients to expand the customer base Manage relationships with mid and large corporates, including infrastructure companies Handle clients with annual turnover exceeding 25 crore and an average lending ticket size of over 10 crore Manage and structure various ban...

We are looking for a detail-oriented and customer-focused Service Officer to join our Branch Banking team. The ideal candidate will be responsible for handling day-to-day cash and non-cash transactions while ensuring a seamless and high-quality customer experience. This role demands a strong sense of responsibility, excellent communication skills, and a keen eye for detail. As a Service Officer, you will be the face of the bank, addressing customer needs, promoting banking services, and ensuring operational accuracy and efficiency. Manage cash and non-cash transactions efficiently and accurately Handle customer requests related to cash withdrawals, deposits, demand drafts, and cheque process...

We are looking for a detail-oriented and customer-focused Service Officer to join our Branch Banking team. The ideal candidate will be responsible for handling day-to-day cash and non-cash transactions while ensuring a seamless and high-quality customer experience. This role demands a strong sense of responsibility, excellent communication skills, and a keen eye for detail. As a Service Officer, you will be the face of the bank, addressing customer needs, promoting banking services, and ensuring operational accuracy and efficiency. Manage cash and non-cash transactions efficiently and accurately Handle customer requests related to cash withdrawals, deposits, demand drafts, and cheque process...

We are looking for a detail-oriented and customer-focused Service Officer to join our Branch Banking team. The ideal candidate will be responsible for handling day-to-day cash and non-cash transactions while ensuring a seamless and high-quality customer experience. This role demands a strong sense of responsibility, excellent communication skills, and a keen eye for detail. As a Service Officer, you will be the face of the bank, addressing customer needs, promoting banking services, and ensuring operational accuracy and efficiency. Manage cash and non-cash transactions efficiently and accurately Handle customer requests related to cash withdrawals, deposits, demand drafts, and cheque process...

Branch Manager : Retail Branch Banking Devise action plan for the Branch and ensure that Liabilities business -(Book size of CASA, yield, fee based income and Business quality) targets for the Branch is met. Setting liabilities acquisition targets for the team. Responsible for visiting critical clients along with Team Leaders and FOS as well as meeting with industry associations to help in building affiliations. Conduct market surveys and visualize products or its variants directed to meet the needs of the population of functional Area Build a robust liabilities base for the branch in terms of numbers and volumes Build the Channel: Sales Strategy for maximizing CASA sales and penetration Con...

Job Requirements Job Requirements Role/Job Title - Banker-Customer Experience Business - Retail Banking Function/ Department: 'Branch Banking Place of work: PAN India Job Purpose The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements. Roles & Responsibilities Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell. Deliver business target assigned as per performa...

Platinum Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. * Instrumental in augmenting sales target of casa per month

We have Urgent Opening for Virtual Relationship Manager For IDFC Job Title: Virtual Relationship Manager Job Description: Connect with customers virtually to understand and fulfill their banking and financial needs. Provide prompt and professional service to enhance customer satisfaction. Cross-sell banking products such as SIPs, Mutual Funds, CASA, General & Life Insurance. Achieve daily and monthly sales targets for revenue generation. Build and maintain strong customer relationships to ensure long-term engagement. If interested kindly share your resume at qcpro5@quotientconsultancy.com or qcnaukri5@gmail.com CALL Direct -7506571833

Role & responsibilities About the Role: The Branch Head (BH) is responsible for coordinating and overseeing all branch operations and implementing strategies to increase productivity and performance levels in order to achieve the branchs financial targets. They are responsible for ensuring the smooth functioning of the branch and its compliance with the rules and regulations. They should maintain good relations with the key account holders of the Bank to ensure deepening of accounts and thus generating revenue. Key Responsibilities Ensure efficient daily operation of a branch, including lending, product sales and customer service in accordance with the bank’s objectives Prepare the plan for ...

Sales Officer CASA Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to...

Dear Candidate, Were Hiring: Relationship Manager CASA | Leading Private Bank Position: Relationship Manager CASA Grade: AM/DM Experience Required: 2+ Years in CASA, Role Overview: We are looking for an experienced Relationship Manager for a reputed private sector bank . The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book. Key Responsibilities 1 CASA Acquisition 2 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthen and enhance the relationship 4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segmen...

Cluster Head - Sr. Manager / Manager Fee Department (Retail Banking) | Solapur Location Axis Bank is looking for passionate professionals to join our Fee Department. This role is responsible for driving Retail Fee business across products like Retail Forex, Life & General Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers, and more. Key Responsibilities: • Drive targets for Retail Fee products across multiple categories. • Enhance profitability through targeted product mix & persistency in insurance. • Manage branch & resource productivity for Fee Revenue achievement. • Launch and drive campaigns locally/centrally for business volu...

Work Level : Middle Management Core : Self Motivated, Result Driven, Networking Leadership : Deliver Results (Team/Organisation) Industry Type : Banking Function : Team Lead / Network Manager Key Skills : Branch Banking,Branch Incharge,Branch Manager,Branch Banking Head,Retail Banking,Retail Liabilities,Branch Head,Team Coordination,Team Handling Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Roles & Responsibilities: Enhancement of deposit pool from customers. Establishing standards and delivery of services Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administra...

Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorec...

Looking for Candidates to Join as Senior Manager role at Bilaspur and near by Bilaspur Location of CG Role & responsibilities BRANCH MANAGEMENT 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 o...

Key Roles & Responsibilities: Relationship Management : Managing the team of Liability RMs and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand HNI and UHNI customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA ba...

Urgent Opening in Yes Bank as Area Sales Manager - Credit Card Sales (ART Channel) Roles and Responsibilities Manage a team of sales professionals to achieve area targets for Credit Cards, Retail Liabilities, and Retail Sales. Develop and execute strategies to increase market share in the assigned area. Build strong relationships with key decision-makers at partner banks across India. Identify new business opportunities through effective networking within the bank's existing customer base. Handhold teams and engage with frontline sales team for timely delivery of actionable. • Engage with channel partners for relationship & servicing thereby building volume. • Lead execution of sales campaig...

Platinum Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. 4~5 CA in a month Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams..

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. Required Candidate profile Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager