4162 Retail Liabilities Jobs - Page 9

Casa Sales Experience. Portfolio Handling. HNI and Ultra HNI Customer handling. Cross selling experience. Customer handling queries. New client Acquisition. Required Candidate profile Select group of high net worth customers through individualised customer service. Understanding of Commercial Assets like CC, OD, TL, Export Finance,Mutual Funds and Insurance is added advantage Perks and benefits Ananya Dash (9237396207) Share your resume .

Casa Sales Experience. Portfolio Handling. HNI and Ultra HNI Customer handling. Cross selling experience. Customer handling queries. New client Acquisition. Required Candidate profile Select group of high net worth customers through individualised customer service. Understanding of Commercial Assets like CC, OD, TL, Export Finance,Mutual Funds and Insurance is added advantage Perks and benefits Ananya Dash (9237396207) Share your resume .

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...

Role & responsibilities Handle walk-in customers at the branch and assist them with account opening, deposits, withdrawals, and product information. Build and maintain relationships with existing clients by providing personalized banking services. Cross-sell savings, current accounts, term deposits, insurance, and loan products. Promote digital banking products like net banking, UPI, and mobile banking. Resolve customer service requests, grievances, and ensure customer satisfaction. Achieve monthly and quarterly targets for CASA, cross-sell, and service quality. Maintain compliance with bank policies, KYC, AML, and documentation norms. Preferred candidate profile Graduate / Postgraduate in a...

Role & responsibilities Manage the Classic Portfolio of high-value customers in the branch. Provide personalized banking services and ensure superior customer experience. Build and maintain strong relationships with Classic customers through regular interactions and portfolio reviews. Achieve targets for cross-selling banking and third-party products investments, insurance, loans, and cards. Ensure timely servicing of customer requests related to accounts, investments, and transactions. Maintain high service standards , compliance with KYC/AML norms, and audit guidelines. Identify opportunities for upgrading customers to higher value segments. Coordinate with branch operations for smooth acc...

Sr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations 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 Leade...

Role Overview: As a candidate for this position, you will be responsible for enhancing the deposit pool from customers, establishing service standards, and achieving cross-selling targets for non-deposit products, MF, and insurance products. You will also focus on fee income generation, branch administration, regulatory compliance, and managing the productivity and morale of branch team members. Additionally, you will be accountable for the branch's break-even point and overall profit and loss. Key Responsibilities: - Enhance the deposit pool from customers - Establish and maintain service standards - Achieve cross-selling targets for non-deposit products, MF, and insurance products - Genera...

IRRELEVANT CANDIDATES KINDLY DO NOT APPLY. Role: Branch Manager Dept: Sales ( Branch Banking vertical) Locations : Coimbatore & Thanjavur Experience : More than 2 yrs of team handling experience in sales (Branch banking - Liabilities) only preferred. Overall more than 5 yrs of sales experience. Roles and Responsibilities Manage and lead the branch along with business development Primary focus on driving Acquisition of new customers, deepening the existing book & Cross selling multiple products. Ensuring branch meets its CASA, FD and Third Party Income Targets Have a strategy plan for achieving the Third-Party products like LI, GI Building and maintaining healthy business relations with high ...

Proposed Designation: Business Development Executive/Manager Job Summary: Individually acquire new to bank relationships for the bank through savings account, current accounts & wealth management products. Job Description: Generate New Business to the Bank by doing fresh Acquisition of CA & 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 exper...

Role & Responsibilities Acquire, manage, and deepen relationships with High Net Worth Individuals (HNIs) in the Affluent/Privilege Banking segment. Drive business growth by cross-selling a comprehensive suite of banking and investment products including liabilities, assets, insurance, and mutual funds. Conduct regular portfolio reviews and deliver customized financial solutions aligned with client needs and risk profiles. Ensure superior customer service and prompt resolution of client queries and requests. Meet assigned sales and revenue targets while ensuring full compliance with regulatory and internal bank policies. Organize client engagement initiatives and events to enhance relationshi...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business. Identify new sales opportunities through portfolio management, third party products, and fixed deposits. Develop and maintain strong relationships with existing clients to increase retention rates. Collaborate with branch teams to achieve sales targets and improve overall performance. Provide exceptional customer service by resolving client queries promptly. Desired Candidate Profile 1-6 years of experience in Retail Branch Banking or similar role. Strong understanding of Casa Sales, Current Account, Liability Products, Retail Liabilities, Retai...

Key responsibilities Acquire new customers: Source new liability customers, specifically for current accounts, from the open market. Nurture relationships: Maintain relationships with existing customers, ensuring high levels of service and satisfaction. Cross-sell products: Identify customer needs and promote additional bank products, such as loans and investments. Meet sales targets: Work towards and achieve sales targets for new account acquisition and product penetration. Manage reporting: Keep daily sales reports and discuss progress with supervisors.

Key responsibilities Acquire new customers: Source new liability customers, specifically for current accounts, from the open market. Nurture relationships: Maintain relationships with existing customers, ensuring high levels of service and satisfaction. Cross-sell products: Identify customer needs and promote additional bank products, such as loans and investments. Meet sales targets: Work towards and achieve sales targets for new account acquisition and product penetration. Manage reporting: Keep daily sales reports and discuss progress with supervisors.

Key responsibilities Client Acquisition: Acquire HNI/affluent clients for new-to-bank current accounts. Marketing and Lead Generation: Identify potential catchment areas and conduct marketing activities to generate leads. Client Relationship Management: Build a database of leads through referrals and schedule meetings to understand client needs. Onboarding and Service: Explain product features and requirements clearly, complete account opening processes accurately, and ensure all documentation is verified. Sales and Balance Building: Build stable balances from acquired clients. Required skills Sales BFSI (Banking, Financial Services, and Insurance) Team Handling Compliance Channel Sales

Role & responsibilities Customer acquisition through various selling techniques Contact potential clients to understand their requirements and sell the advantages of our Banks products like CASA, FD, TD & Insurance Interactions with customers, processing of customer needs. To overcome problems using guidelines and escalate with expediency, when necessary. Perks and Benefits Incentives All banking benefits

Kotak Mahindra Bank Limited is looking for Relationship Manager - Business Banking - Affluent-AFFLUENT-Relationship Manager to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes. Apply subject expertise to support operations, planning, and decision-making. Utilize tools, analytics, or platforms relevant to the job domain. Ensure compliance with policies while improving efficiency and outcomes.

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.

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring upcoming branches Job Location: Across Karnataka Date : 11-Oct-2025 Time : 10:00am to 3:30pm Walk-in Interview Venue Bandhan Bank - Malleswaram Branch. Ground Floor, No 223 GR Arcade, Sampige Road, 14th Cross RD, Malleswaram Bangalore 560003 Job Role : 1. Branch Head 2. Assistant Branch Head 3. Branch Sales Manager 4. Customer Relationship Officer 5. Teller 6. Branch Sales Executive 7. Senior sales Executive Kindly inform to your colleagues and friends, who is looking for job opportunity in sales and Operation role. Kindly refer your friends who is looking for job opportunity.

CARO open Positions: Equitas small finance Bank Current Account/ Gold Loan CA Sales (12 years of experience): Salem – 2 positions Coimbatore – 12 positions Erode – 2 positions Team Handling Positions (4–5 years of experience): Salem – 1 position Erode – 1 position Salary Structure: Account Opening/Sales roles: 5 LPA Team Handling roles: 8 LPA contact: 9444007802-HARINI

Job responsibilities: 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...

Hiring for Leading Bank! Current Account Acquisition roles Exp: Min 2 yrs in CASA Acquisition Loc: Chennai, Karur, Nagercoil, Tuticorin, Hyderabad, AP Share CV: sangeetha.m@sprohr.com Interviews happening now!

• 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 Processe...

Greetings from Avani consulting we are hiring for leading AMC Role & responsibilities 1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assigned distributors 5. Should be sensitive to their needs in...

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, ma...