4162 Retail Liabilities Jobs - Page 6

Key Responsibilities: Acquire new customers for Current Account products Drive high-quality customer engagement Cross-sell banking products based on customer needs Ensure compliance and maintain high service standards

Working closely with high-net-worth individuals to understand their ficial needs and goals. This role involves building long-term relationships, offering personalized advice, providing customer service mail cv at jahanvi@newageconsulting.co.in

Key Responsibilities: - Identify potential customers and develop strategies to acquire new current account relationships - Build and maintain relationships with existing and potential customers through regular communication and excellent customer service - Conduct market research and analysis to identify new business opportunities - Meet and exceed sales targets set by the management - Collaborate with other departments to ensure smooth onboarding of new customers - Stay updated with industry trends and competitors' activities to develop effective sales strategies - Provide timely and accurate reports on sales activities and customer feedback

Job Purpose To manage and enhance customer relationships at the branch level, drive revenue through cross-selling and upselling financial products, and ensure high levels of client satisfaction and operational efficiency. Key Responsibilities Client Relationship Management Engage with existing clients to understand their financial needs and offer suitable broking products. Handle customer inquiries, complaints, and feedback with prompt resolution. Maintain regular follow-ups to ensure client satisfaction and retention. Sales & Revenue Generation Cross-sell and upsell financial products such as mutual funds, insurance, PMS, and trading accounts. Achieve monthly and quarterly sales targets as ...

Grade-M2/M3 Job Role - Credit Manager ob 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: Doe...

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 un...

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 un...

Relationship Manager-Tractors and Farm Equipments (TFE)-Retail Sales JOB DESCRIPTION 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 Leadersh...

Relationship Manager-Tractors and Farm Equipments (TFE)-Retail Sales JOB DESCRIPTION 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 Leadersh...

Relationship Manager-Tractors and Farm Equipments (TFE)-Retail Sales JOB DESCRIPTION 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 Leadersh...

Relationship Manager-Tractors and Farm Equipments (TFE)-Retail Sales JOB DESCRIPTION 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 Leadersh...

Relationship Manager-Tractors and Farm Equipments (TFE)-Retail Sales JOB DESCRIPTION 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 Leadersh...

Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry Cross-sell various wealth products and services to clients, including mutual funds, insurance and other investment products Required Candidate profile Minimum 2 years of experience in wealth management or relationship management in the banking or financial services indusRelevant certifications such as NISM, AMFI, or IRDAI will be an added advantage

Platinum Relationship Manager Key Responsibilities : Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent commun...

Role & responsibilities For Relationship Manager PB Classic: Manage and grow the portfolio of Classic / High Net Worth (HNI) clients. Cross-sell banking products like CASA, Insurance, Mutual Funds, Demat, Loans, etc. Provide financial advice and maintain long-term customer relationships. Ensure achievement of monthly revenue and balance growth targets. Maintain compliance and service quality standards. For Branch Sales Manager (BSM): Drive sales and business growth for the branch through CASA, Insurance, and cross-sell products. Manage a team of Sales Officers and ensure branch-level target achievement. Monitor daily activities, ensure high-quality customer acquisition, and maintain business...

Role & responsibilities Manage acquisition of new customers for current accounts, saving accounts, retail liabilities, and third party products. Identify cross-selling opportunities to increase revenue through upselling and retention of existing customers. Develop strategies to achieve sales targets and improve customer satisfaction ratings. Collaborate with internal teams to resolve customer issues and enhance overall banking experience. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Location - Hadapsar Vishrantwadi Swargate Pimpari Kondhwa Kharadi Interested Candidates Can Share your updated resumes on - shashank.gaikwad@ujjivan.com OR 7021029560

Key Responsibilities: 1. Customer Acquisition & Relationship Management: Acquire new HNI / Elite customers for CASA and other liability products. Maintain and deepen existing relationships through regular interactions and service excellence. Conduct portfolio reviews to identify cross-selling opportunities (mutual funds, insurance, loans, etc.). 2. Business Development: Achieve assigned targets for CASA balances, cross-sell, and income generation. Identify potential markets and customer segments to drive business growth. Participate in marketing and promotional activities to enhance customer acquisition. 3. Service Delivery: Ensure seamless onboarding and superior service delivery to custome...

Key Responsibilities: Acquire new customers for Current Account products Drive high-quality customer engagement Cross-sell banking products based on customer needs Ensure compliance and maintain high service standards

Role & responsibilities - Mega Interview Drive across Naihati Cluster, West Bengal Mega Walk in - Banking Industry @West Bengal Naihati Cluster- Habra, North 24 Parganas, Naihati !!Greetings on the occasion of International womens Day!! Calling all Women,LGBTQIA+ and PWD Candidates to come and participate in our special DiversityInterview Drive.All roles open for Diversity candidates.Fresher Can Also Apply. On Spot Selection..!!! BRO Job Description: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for, providing financial solutions to customers by offering bank products, providing service to existing and New-To-bank customers in the branch and adding...

Working closely with high-net-worth individuals to understand their ficial needs and goals. This role involves building long-term relationships, offering personalized advice, providing customer service mail cv at jahanvi@newageconsulting.co.in

Role & responsibilities Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing HNI UHNI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring adherence to Compliance processes and guidelines Preferred candidate profile Education ...

Roles & Responsibilities To acquire high quality customers Retail TD & Retail CASA To generate fee revenue for the Bank with the help of Insurance, Mutual fund etc. To keep updating knowledge and exposure to various banking products both internal as well as competitor.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Service To Sales: Manage day-to-day branch operations and ensure excellent customer service. Handle customer queries, transactions, and KYC documentation efficiently. Build and maintain relationships with new and existing customers to drive business growth. Core Sales: Cross-sell and up-sell banking products such as CASA, Loans, Insurance, Mutual Funds, Credit Cards, and Digital Banking. Achieve monthly and quarterly business and revenue targets. Support the branch team in achieving sales, service, and operational excellence. Preferred Candidate Profile: Education: Graduate / Postgraduate (B.Com, BBA, MBA, or any relevant field). Experience: 1-7 years depending on role: 2 years: Personal Ban...

Service to Sales Build and maintain relationships with new and existing customers to drive business growth. Supervise cash transactions, maintain accurate records, and ensure branch profitability. Ensure audit, compliance, and regulatory norms are followed at all times. CORE SALES Cross-sell and up-sell banking products such as CASA, Loans, Insurance, Mutual funds, Credit Cards, and Digital Banking. Achieve monthly and quarterly business and revenue targets. Support the branch team in achieving sales, service, and operational excellence. Preferred Candidate Profile: Education: Graduate / Postgraduate (B.Com, BBA, MBA, or any relevant field). Experience: 1-7 years depending on role: 2 years e...