1754 Retail Liabilities Jobs - Page 45

Acquisition Manager-RL SALES-Sales 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 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) ThinkerDoer – 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.

Acquisition Manager-RL SALES-Sales 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 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) ThinkerDoer – 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.

Premier Acquisition Manager – Business Banking KRAs: 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 CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer’s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer’s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

AM-CASA: 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 : 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) ThinkerDoer – 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.

Branch Relationship Manager Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped Informs customers of new products or product enhancements to further 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

Acquisition Manager KRAsTo source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporate’s. 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 CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate ProfileExcellent communication skills. Should have some existing base of customer’s Graduate/Post Graduate 1-2 years of experience Customer orientation High energy levels with a motive to succeed

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

We are looking for a highly skilled and experienced Field Risk Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably with small finance banks or NBFCs. Roles and Responsibility Conduct risk assessments and evaluations on potential liabilities. Develop and implement strategies to mitigate risks associated with liabilities. Collaborate with cross-functional teams to identify and address potential risks. Monitor and report on risk exposure and mitigation efforts. Provide training and guidance to staff on risk management best practices. Stay updated with regulatory changes and industry trends affecting liability risk management. Job Requirements Strong understanding of risk management principles and practices. Experience working with liabilities, including savings accounts, loans, and other financial products. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills. Familiarity with regulatory requirements and industry standards related to liability risk management. About Company Equitas Small Finance Bank is a leading player in the BFSI industry, committed to providing high-quality banking services to its customers. We are dedicated to building strong relationships with our stakeholders and driving business growth through innovative solutions. For more information about this position, please contact us at 1391730.

We have organised Recruitment Drive at Vadodara on 25th June 2025!! All the interested ones can come for the walk-in recruitment drive and be a part of our wonderful team at Au Small Finance Bank. Venue for walk-In Recruitment Drive : AU Small Finance Bank Shop No 26 to 28, Silver Arcade, Mujmahuda Road, Near Royal Orchid Hotel, Akota, Vadodara. Contact Person: Jay Modi jay.modi1@aubank.in 8980037156 Interview Time: 10 am To 4 pm 1. Bank Officer Branch Banking - CASA Sales Minimum 1 year experience in field sales of 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

JOB ROLE: Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel.

Position- Personal Banker Sales Sales & Acquisition role from market with liability products (casa & third party products) Locations-Ernakulam, Kerala Desired Candidate Profile 1-3 years of experience in branch banking or similar role with expertise in CASA sales, HNI acquisition, or retail liabilities management. Strong knowledge of third-party products like insurance, mutual funds, etc. is essential. Excellent communication skills with ability to build strong relationships with HNIs. Ability to work independently with minimal supervision while meeting tight deadlines.

Instrumental in augmenting sales target of casa End-to-end process of customer transactions , managing issue Relationship Management profile involving acquiring, growing , deepening HNI customer relationships through effective relationship management

Job Role: Customer Relationship Officer. Employment Type: Permanent Location: Respective Branches Level: Executive/AM/DM Reporting: Branch Manager Role: The position is responsible for providing high quality service and query resolution to the customers of the bank, proactively and convert service opportunity into a sales opportunity. The position shall ensure that all services and operations are carried out within stipulated norms and regulations so that the customers can avail services through multiple channels saving them time and effort and giving them proper service and ensuring repeat business. Key Responsibilities: • Ensure that customer information is communicated to the respective customer only • Ensure that upon written request and verification of the signature the account information is provided • Ensure that the customer queries are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT) • Recording complaints as per the specified process and ensure that complaints are resolved quickly and avoid the situation where it may get escalated • Improve customer communication on closures through scripts & mail and asking for feedbacks. • Understand and comply with requirements of all relevant policies of the bank including full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements • Ensure that customer contact details are updated PAN, Address, Phone and email. • Ensure that correct product information is disseminated • Ensure that all reports are collected and delivered to the Custodian of Deliverable viz., Welcome Kit, Cheque Book, ATM/Debit cards, Tatkal Kits. As a custodian, ensure . That the laid down process for returned welcome kits is followed . That the customers are informed in case the deliverable got return & To maintain low deliverable stock and to reconcile deliverables and acknowledge E-RoD on receipt of the same. . Returned deliverables/deliverables with insufficient address ought to be handled as per the process to ensure reprocessing and curing of returned instructions, forms sent from CPU . Reduce holding volumes of deliverables/returned deliverables . Ensure proper record of destruction of deliverables is maintained • To handle balance enquiries/ brief transaction queries/ statement or balance confirmation certificate issuance to customers (however to ensure customers are migrated to DBC) • To process stop payment and passbook printing as and when required Experience and Skills Required: • A bachelors degree, preferably with a master's degree in Management • Basic banking product knowledge will be essential • Minimum 2-4 years of work experience with sales and influencing skills • Ability to demonstrate positive attitude, adaptability, flexibility and punctuality • Should be good team player with proper interpersonal skills • Good communication skill in Hindi, English and a local language and Basic computer literacy is a must

Job description 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

CASA, sales

Role & responsibilities Acquiring New Clients: Focus on acquiring new-to-bank customers, especially HNIs, through individual efforts. Selling TPP and Generating Revenue: Cross-sell third-party products and drive revenue generation. Building CASA Book Size: Contribute to the growth of the bank's CASA book size. Customer Engagement: Build and maintain strong relationships with clients, understanding their needs and offering suitable products. Achieving Sales Targets: Meet monthly and annual sales targets set by the bank. Relationship Management: Develop and maintain strong relationships with clients, ensuring long-term success. Market Analysis: Monitor market trends and competitor activities to identify opportunities.

Key Responsibilities: Customer Acquisition: Develop and implement strategies to acquire new high-value customers for premier banking services. Relationship Management: Build and maintain strong relationships with existing and potential clients. Sales and Revenue Generation: Achieve business objectives by meeting value, volume, and channel productivity targets. Product Knowledge: Possess a thorough understanding of the bank's premier banking products and services. Cross-Selling: Identify opportunities to cross-sell other products and services to clients. Market Knowledge: Stay informed about market trends and competitor activities. Compliance: Adhere to all bank policies and regulations. Reporting: Maintain accurate records and provide regular reports on acquisition activities.

Role & responsibilities 1. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics 2. Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel 3. Responsible for leading a large Sales Channel comprising of Team Leaders and Sales Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams 4. Mobilize Business for Current Accounts and Savings account 5. Drive Numbers and Value 6. Recruit and train the team members on regular basis 7. Organize various lead generation activities for his/her branch 8. One point contact for the TM in case of any grievance from customer's side 9. Go along with the team members on calls while meeting some important customers. 10. Ensure that the quality of services is maintained as per the standards set. 11. Ensure that the defined parameters for opening of a new account are met in terms of documents collected, IP cheque.

Roles and Responsibilities Manage a team of Relationship Officers (RO) to achieve business targets, including acquisition of new customers and cross-selling of products. Desired Candidate Profile 1-5 years of experience in retail banking or related field. Strong understanding of liability products such as CASA sales, third party products, and retail liabilities. Excellent communication skills with ability to lead teams effectively. Ability to analyze data to drive business decisions and optimize processes.

Roles and Responsibilities Manage branch acquisition activities to achieve business targets. Identify new business opportunities through cross-selling and third-party product sales. Develop and maintain relationships with existing clients to increase portfolio management services (PMS) revenue. Oversee retail liability products, including current accounts, saving accounts, and other deposit products. Ensure effective communication between branches for seamless execution of sales strategies.

Skillventory is mandated to hire a Candidate for Premier Relationship Manager with a leading Pvt Bank Job Title - Premier Relationship Manager Locations - #Bangalore , CTC: max upto 6.5 LPA Qualifications & Experience: A bachelor's degree in Business Administration, Finance, or related field Relevant certifications in sales or banking industry 2+ years of experience in Banking Sales, CASA Sales Strong problem-solving & team leadership skills. Interested candidates, Please Drop your CV on WhatsApp at +91 7489933146 or share your CV! Email-ravikumar.sharma@skillventory.com Ravi Kumar Sharma Recruitment Consultant

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.

Premier Acquisition Manager Business Banking KRAs: 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 CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years

Premier Acquisition Manager Business Banking KRAs: 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 CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience Age Limit : 30 Years