431 Saving Account Jobs - Page 13

Designation: Branch Relationship Manager Office Location: Jaipur Position description: Team Handling Role Job Purpose Qualification Graduate, Preferably Post Graduate Relevant Experience 6-7 years of Banking experience Functional Competencies Selling skills, Negotiation Skills, Team Handling Behavioural Competencies Job Responsibilities Financial Responsibilities 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. Sales 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 Conceptualize and execute periodic sales campaigns and product promotions including participation in rural melas and district programmes Mapping the market demands to available suite of products and ensuring sales Cross sell Trade Finance/Insurance products to increase fee-based income through SME business Non Financial Responsibilities Operation Responsible for ensuring a superior customer experience while on boarding accounts at the branch as well as smooth and efficient transactions for all customers. People Management Responsibilities also include motivating as well as maintaining productivity of FOS team. Also responsible for the effective hiring, training and retention of Team Leaders and FOS. Placement of Team leader(s) through appropriate arrangement in consultation with BM Train the team members at periodic intervals in New products, features and competition Ensure team strengths are maintained at approved levels and Manage attritions through motivation and job satisfaction Ensure high levels of business productivity amongst team members Compliance & Risk Responsibilities Maintain Co-ordination between Branch Manager and Banks other departments Effective follow up and taking regular reviews of team members to ensure meeting of business goals Maintain highest standards of post sales contacts and service to key customers Ensure ethical practices in acquisition and servicing Provide product improvement feedback to Branch Manager/Product Manager Key Responsibility Responsible for planning and implementing sales and marketing activities within a branch or location in order to grow the Retail Liabilities business. Is responsible for expansion of business relationships and increase business from the existing relationships and Deepening the customer relationships Supporting team members in achieving high calling and conversion rates. Originate, Coordinate and Support sales campaigns & promotions of products

Designation: Relationship Manager Royale Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relationships for both liability and retail asset products. 6. Inform clients about new products and enhancements to deepen and broaden banking relationships. 7. Ensure portfolio profitability by cross-selling and up-selling across the Banks product suite. 8. Manage segment-wise customer migration to enhance profitability and optimize service delivery. Additional Responsibilities: 1. Deliver a superior service experience that exceeds the expectations of AU clients. 2. Proactively identify potential problem accounts and implement risk-mitigating strategies. 3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies. 4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs. 5. Accurately and consistently record all sales and client engagement activities in the CRM system. 6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management. 7. Foster long-term client relationships through trust, transparency, and proactive engagement. Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting Required abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler

Role & responsibilities Minimum 1 Years experience required in CASA sales . Acquire new customers for liabilities from open market. (CASA) Assist the customers for conversion of existing borrowing customers for liabilities • Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Interested Can Call Or Share you updated resume - mahesh.dolare@ujjivan.com / 8855042842

Designation: Bank Officer Branch Banking Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins. 2. Drive cross-selling of banking products and services to existing and new customers. 3. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. 4. Achieve monthly and quarterly sales targets as defined in the performance scorecard. 5. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: 1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility. 2. Drive liability acquisition by building and maintaining strong customer relationships. 3. Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking. 4. Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers. 5. Support overall branch performance by contributing to both customer service and compliance standards. 6. Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues. 7. Ensure adherence to internal processes, audit requirements, and regulatory guidelines. Educational qualifications preferred Bachelor of Applied Science - BASc, Bachelor of Architecture - BArch, Bachelor of Arts - BA, Bachelor of Business Administration - BBA, Bachelor of Commerce - BCom, Bachelor of Education - BEd, Bachelor of Engineering - BE, Bachelor of Fine Arts - BFA, Bachelor of Laws - LLB with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5 - 3 years Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Acquisition Targets, Average Ticket Size, Boarding Rate, Lead Conversion Rate, Cross-Sell Ratio, Customer Retention Rate, Referral Generation, Campaign Effectiveness, Onboarding Satisfaction Rate, Account Opening Turnaround Time. Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting Required abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler

Job Responsibilities: Administer and ensure compliance to all sales practices in branch Maintain the productivity of the sales officers (SOs) Meet the business targets Identify sales opportunities Direct operational activities on a day-to-day basis Generate leads for new business and customers Prepare and analyze profit and loss statement for branch Deliverables: Provide training to the sales officer (SOs) Source accounts of small businesses and as well as households Achieve sales targets Guide sales officers and introduce clients to them Maintain stability in smooth-functioning of the activities in branch Maintain knowledge on all bank products and services and assist to resolve customer queries Skills and Competencies: Product and process knowledge Able to motivate a team Communication and management skills Analytical skills Result Oriented Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Role & responsibilities 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 resume with me on my email ID shalini.gupta@v-konnect.com

ESAF Small Finance Bank Hiring!!! For Queries please contact/ WhatsApp -Miss Abhirami: 87146 86754 , Miss Ann: 95670 82223 . We are looking forward to meet you! Vertical: Branch Banking Roles: Business Development officer Business Development Manager Location: Across Chennai Criteria: Min 1 year experience in banking, Finance, or any other sales field. Qualification: Any Degree

* Field sales CASA/Branch banking/liabilities/portfolio management/cross sale banking products. Selling third party products ( health insurance,life insurance, mutual funds) 1 yrs - 8 yrs All Gurgaon Required Candidate profile * Good communication skills. * Comfortable working in a full-fledged sales profile * Customer orientation. *Responsible for sourcing High-Value CASA customers.

About the Role We are looking for an experienced and regulatory-savvy Product Manager to lead the onboarding product charter for Savings Bank Accounts (SBA) and Prepaid Payment Instruments (PPI/Wallets) at Airtel Payments Bank. The ideal candidate must have prior experience in a banking or regulated fintech setup and a strong track record in building end-to-end digital KYC and onboarding journeys, including Biometric e-KYC, OTP KYC, Video KYC, and wallet onboarding (min/full KYC). This role requires a mix of product expertise, regulatory understanding, and cross-functional execution skills to build compliant, scalable, and customer-friendly onboarding experiences. Key Responsibilities Own the end-to-end product roadmap for Savings Account and PPI Wallet onboarding across all digital and assisted channels. Design, build, and continuously improve journeys such as: Full KYC Savings Account Onboarding (Biometric, OTP, Paper) Full KYC and Minimum KYC Wallet Onboarding Face Auth / Video KYC onboarding Re-KYC and KYC refresh journeys Biometric e-KYC and AUA/KUA architecture Passbook/Statement Access Dormancy Removal/Reactivation Flows Translate RBI, UIDAI, PPI Master Direction, and PMLA circulars into product requirements and ensure end-to-end compliance. Work closely with compliance, legal, technology, design, ops, and business teams to ship compliant and customer-centric products. Ensure KYC success rates, funnel conversion, onboarding time, and drop-offs are continuously monitored and optimized. Manage the integration with UIDAI (AUA/KUA), CERSAI, CKYCR, and other onboarding ecosystem players. Enable automation, self-serve tools, and real-time validations to reduce friction in the onboarding experience. Represent product during internal and regulatory audits, ensuring accurate and confident articulation of processes.

Role & responsibilities Oversee and manage the branch's liabilities portfolio Develop and implement strategies to grow the branch's deposit base Ensure branch operations comply with regulatory and internal policies Lead, train, and motivate branch staff to achieve performance goals Cultivate strong relationships with clients to enhance customer satisfaction Monitor and analyze financial reports to track branch performance Implement business development initiatives to attract new customers Handle escalated customer issues and provide resolutions

Role & responsibilities Sales Manager - CASA The Sales Manager - CASA will lead efforts to drive sales of Current and Savings Accounts (CASA) for the bank. The role includes setting sales targets, developing strategies to acquire new clients, and managing the CASA sales team. The Sales Manager will also be responsible for maintaining high levels of customer satisfaction and ensuring that the branch meets its CASA growth targets. Strong sales and leadership skills are crucial for success in this role. Preferred candidate profile Should have experience in CASA team handling. Drop resume on below mail id or number. people2qc@gmail.com 8369381077

*06month - 3 years exp. *Responsible for lead generation and opening CASA Accounts *Achieving the Sales target by Branch Manager or reporting Manager *Good Network and corporate relations *Good knowledge of Geographical area Required Candidate profile *Ready for banking sales *DL & Own Vehicle must *Decent personality & ready to CASA sales *Immediate joiner preferred *Local Market knowledge is a must Perks and benefits Good Incentives, Medical Insurance

Location:- Kapurbavadi junction, Majiwada Thane (w)- 400607 Process:- Kotak Bank Voice Process Qualification :- HSC or Any graduate / Under graduate Work From Office Shifts Timing: - Day Shift Salary:- 10,000 To 23,000 CTC Freshers and experience both can apply Good communication Marathi And Hindi Perks and benefits:- High Incentives and growth opportunities. How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Mangesh :- 7798214006

We are hiring for CASA sales officer for one of leading Pvt Bank in Odisha. Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

A team handling profile in retail liability specifying on CASA product, Branch Sales and Branch Banking, For more details-8530014622

Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling 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

ROle Definition / Expectation: CASA Sales Executive : 1-2 yrs Experience SM Sales : 4 yrs + Exp.(CASA / BFSI) Note: Mention Monika Sharma HR on Top of your CV About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increasing the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

ESAF Small Finance Bank Hiring!!! For Queries please contact/ WhatsApp -Henna Mechery. We are looking forward to meet you! Vertical: Branch Banking Roles: * Relationship Manager * Gold loan Officer * Business Development Officer * Business Development Manager Location: Across Ernakulam Criteria: Min 1 year experience in relevant field preferred. Qualification: Any Degree. Kindly contact Henna: 9567764172

Must have experience in casa, liabilities and team handling.

Role & responsibilities Business Development Manager (Sales Executive) -Acquiring CASA (NTB Accounts) and LI would be the main responsibility. -Open Market sales Preferred candidate profile -Candidate should have more than 1 year of experience in either Banking or Insurance or Finance companies. -Candidate should hold a Graduation Perks and benefits Competitive Hike from your Current CTC as per Market Standards + Monthly Petrol Allowances + Incentives Please share your CV to the mentioned WhatsApp number if interested- 8825449454

Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) for retail liabilities business. Identify new sales opportunities through networking, referrals, and market research to acquire new customers. Develop strong relationships with existing clients to increase wallet share and product penetration. Collaborate with internal teams such as Sales, Service Operations, and Product Management to resolve customer issues and improve overall service delivery. Analyze market trends and competitor activity to stay ahead in the competition. Casa sales and ops Interested candidates can reach out through ( Kavya.p@vipanyglobal.com/kavya.p-8341137995)

Urgent opening with leading Bank for Senior / Pioneer RM Role. Designation : Banking Partner (Min 4 Yrs exp / Max Age - 35 yrs) Sr Banking Partner (Min 6 Yrs exp / Max Age - 37 Yrs) CTC : Upto 15 - 23 LPA Role Details : Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer Interested candidate can revert back with updated resume on people1qc@gmail.com Any query can call Shraddha : +91-22-40697704 / MOBILE : 9324700692 Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM

Exciting job opportunity at Conneqt Business Solution Client:- Unity Small Finance Process:- Telesales (Personal Loan ) Role: outbound Sales Requirement:- - Above 12 months exp in BPO/Banking/NBFC - Graduate/Undergradute - Good comms required -Shift:- 9am-6pm Note:- Need Above 1yr exp in bpo/Banking sales process For interview call on:HR Dhanashri (7796426785)

Requirement- Good comms required Salary-12,000/- inhand To 18,000 inhand. Unlimited incentives Shift timing- 9:30-6:30 Sunday off Fresher & Exp both can apply Qualification: Min HSC Need immediate joiner. Work Location: Kapurbavadi junction, Majiwada Thane (w)- 400607 Rounds of Interviews:- HR round Operations round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Mahek :- 7559401618

Looking for Bank Officer/ Relationship Officer Location: Meerut 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.