430 Saving Account Jobs - Page 16

We're Hiring: Relationship Manager (PRM/IRM) Kolkata One of the leading private sector banks is looking to onboard Relationship Managers (PRM/IRM) to manage and grow their High Net-Worth (HNW) customer portfolio in Kolkata . Role: Relationship Manager (PRM/IRM) Location: Kolkata Bank: One of Indias leading banks Key Responsibilities: 1. HNW Portfolio Management (Acquisition, Growth, Retention): Identify and onboard eligible customers from Classic/Preferred portfolio Drive portfolio enhancement through regular client engagement Deepen relationships and ensure retention of key accounts Maintain high standards of portfolio quality and hygiene Offer advisory solutions in coordination with PBG Achieve revenue targets (MTD/YTD) 2. Operations, Marketing & Compliance: Ensure error-free documentation and adherence to KYC/AML norms Maintain process hygiene as per 5S standards 3. Increase in Wallet Share: Cross-sell banking products to clients, their families, and associates Position the bank as a one-stop financial solution for clients 4. Product Penetration & Contribution: Drive IPGH (Income-generating Product Group Holding) Increase CTG (Customer to Group) level 5. Exceptional Customer Service: Provide prompt and quality support Proactively address complaints and ensure smooth handovers Promote digital channels and maintain timely customer communication Qualifications: Graduate (mandatory) Postgraduate (preferred) Certifications: AMFI (mandatory) IRDA (mandatory) NCFM (optional) Key Skills: Strong sales and influencing skills Excellent communication and interpersonal skills Deep knowledge of banking products & processes Understanding of NRI regulations Awareness of financial industry trends and competition Organizational and planning abilities Send your resume to [qcnaukri8@gmail.com] - Anshika Trivedi OR Can contact on given number. We look forward to hearing from you! Thanks & Regards, Anshika Trivedi Senior Executive : HR Recruitment Quotient ConsultancyTM Tel : +91-22-40697701 / 9136134801

Dear Candidate, Greetings of the day!!! We are hiring for Sales Officer - CASA for Yes Bank Job description Role & responsibilities:- Sales Officer Current & Savings Accounts (Assistant Manager / Deputy Manager) To introduce & acquire new CA / SA customer in the identified segment and reference generation from the specified catchment. To meet & exceed the defined targets of new customer acquisition value month on month by analyzing transaction banking needs of the customers. To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators. To ensure quality sourcing in line with the Banks policy &adhere to sales process and KYC norms of the Bank. Interested candidate can share me your updated resume on karishma.sansi.ext@yesbank.in

Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 6 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 17-05-25 Timing :10 am to 4 pm Equitas Small Finance Bank Ltd Interview Venue: NO.103/1, Varalakshmi Orchid, Ramakrishna Road, Salem-636007, Landmark - Near Vijaya Hospital

Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 10 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 16-05-25 Timing :10 am to 4 pm Equitas Small Finance Bank Ltd Interview Venue: Equitas Small Finance Bank No 1217, JS Empire,3rd Floor, Trichy road Coimbatore 641021. Landmark - Above Airtel Showroom.

Promote and sell Savings & Current Accounts, Loans, and Insurance Assist customers with their financial requirements Achieve assigned sales targets and contribute to business growth Build and maintain strong client relationships Required Candidate profile Any graduate. 1-4 years of sales experience in banking or finance. Strong communication and relationship-building skills. Age required 21 to 32. Vikeeta(HR) - 7863846975

About Liability Business Development Executive (BDE) Sales & Marketing Age: 20 - 35 Years The Liability Sales department focuses on the liability acquisition assets & retail forex business for retail & corporate deposits & SLI Microfinance Loans Required Candidate profile Selling of and third party products to new customers Conducting marketing & travel locally to meet new customers as a daily activities Existing customers for deposits & cross selling of more products Perks and benefits Yearly bonus Health& Life insurance Provident Fund

About Liability Business Development Executive (BDE) Sales & Marketing Age: 20 - 28 Years The Liability Sales department focuses on the liability acquisition assets & retail forex business for retail & corporate deposits, salary & non-salary Accounts Required Candidate profile Selling of and third party products to new customers Conducting marketing & travel locally to meet new customers as a daily activities Existing customers for deposits & cross selling of more products Perks and benefits Yearly bonus Health& Life insurance Provident Fund

Openings:- 1. Bank Officer Branch Banking - Current & Savings Account 2. Relationship Officer 3. Relationship Manager Age Group: 18 Years to 38 Years Maximum.

Openings:- 1. Bank Officer Branch Banking - Current & Savings Account 2. Relationship Officer 3. Relationship Manager Age Group: 18 Years to 38 Years Maximum.

Job Description Functional Designation Relationship Manager - Premium Account Department - Branch Banking Offered grade - Assistant Manager/Deputy Manager Job Sales / Acquisition Reporting To Branch Manager A. Position Purpose Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. B. Position Responsibilities Sr. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. 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 (trade, FX, CMS/DSB etc.) to offer right business solutions to the customer C. Qualifications and Experience Requirement Experience Essential - 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment - Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. - Should know the local language.

Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos. and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc. through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of Customer Service Points. Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager. Provide high quality service to existing & new customers who walk-in to the Branch through Branch Operations Manager and team of Customer Service Officers. Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home Loan, etc. sourced through the entire Branch team and network of Customer Service Points. Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies. Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action. Manage productivity and overall morale of branch team members.

Role & responsibilities To acquire Quality CASA Accounts with higher CASA/program variants To acquire CASA Values as per the assigned targets - CASA AMB acquired in accounts sourced during the month (In Rs) To achieve daily/weekly/monthly customer acquisition target To cross-sell TPP products to the acquired customers To cross- sell other Banking and Asset products To maintain good relationship with the customers and seek referrals To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators To adhere to sales process & KYC Norms of the bank To ensure right product to customer ensure a/c opening within defined TAT, high FTR and M+1 activation To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Cluster Sales Leader in catchment mapping & scoping exercise and provide regular feedback to CSL/Seniors on opportunities/ customer needs/ competition benchmarking Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns

Dear Candidate, Walk in interview for Sales Officer- CASA role in Jaipur location. 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 to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports You can reply us back with your latest profile on Manisha.gupta2@yesbank.in

Role & responsibilities Retail Branch Banking Acquire new customers by generating leads from the market and from existing customers CASA sales / CASA Aquisition Preferred candidate profile A graduate with minimum 1 year of experience in CASA sales

Job description Role & responsibilities Job vacancy Axis Bank / Kotak bank (Permanent job ) Role: Assistant manager and Business development officer Gender: Male Any UG/PG Degree Can apply Salary: 2.5 to 3.5k lpa + Plus incentives Experience:0 -4 years in any sales Experience and bank sale interested Fresher Candidate can apply Product: Current Account and Saving Account - (CASA) JOB LOCATION : All Over Bangalore Mandatory Documents 1.Gradation Certificate 2.Experience letter, pay slip , offer letter of previous company 3. Aadhar Card 4. Pan Card with signature 5. Updated Resume Interested Candidate Contact HR Krishna - 9606580693

Role & responsibilities Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other Verticals Adhere to the KYC and AML guidelines of the Bank for Account Opening Primary Responsibilities: Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customers Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene: Welcome Kit Management by not keeping any kit in custody without recording at branch Right Sourcing of Customers Value Enhancement by Regular Contact with Customers Contribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Educational qualifications preferred Please share your cv to this email id : shravanthig.hyd@tminetwork.com WhatsApp to this number : 8712221365

Dear Candidate, We have an opportunity for Sales Officer- CASA. 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 to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports You can reply us back with your latest profile on sahil.khan@yesbank.in with the subject line as "SO-CASA Jaipur/Bhopal/Indore"

= Job description 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 address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

= Job description 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 address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

= Job description 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 address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

Roles: Wealth RM, RBH Location: Bangalore Industry: Banking Manage relationships with High-Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to grow liabilities, investment, and insurance business. Identify new business opportunities through referrals, networking, and market research to expand the customer base. Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell products. Collaborate with internal teams such as sales, product, operations, compliance, etc. to resolve client issues and improve overall service delivery. Ensure timely resolution of client queries and concerns while maintaining high levels of customer satisfaction. Desired Candidate Profile 8-15 years of experience in Banking/Services/Portfolio Management. Strong understanding of financial markets, investments, insurance products, mutual funds, portfolio management services PMS), wealth management concepts. Excellent communication skills for effective relationship-building with HNIs/NRIs; ability to articulate complex financial concepts simply. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

Contact -6304784280 Role & responsibilities New Account Acquisition: Identifying and acquiring new customers for current and savings accounts, often from specific catchment areas or through corporate salary accounts. Portfolio Management: Managing existing CASA accounts, ensuring account activation, UPI linkages, maintaining balances, and increasing the customer's wallet share of banking products. Sales and Relationship Building: Developing strong relationships with customers, understanding their financial needs, and recommending appropriate products and services. Target Achievement: Achieving sales targets for CASA accounts, loans, and other banking products. Customer Service: Providing excellent customer service, addressing inquiries, and resolving issues promptly. Market Research and Analysis: Identifying potential sales opportunities and conducting market research to understand customer needs and trends. Compliance: Ensuring compliance with banking regulations and internal procedures.

Acquire new to bank customers for current accounts, saving accounts & term deposits by ensuring a high class service experience for Clients. Cross selling of third party products.

ESAF Small Finance Bank Hiring!!! For Queries please contact/ WhatsApp -Mr.: Abiel k Johnson. We are looking forward to meet you! Vertical: Branch Banking Roles: * Relationship Officer-HNI * Gold loan Officer * Sales Officer Location: Across Ernakulam Criteria: Min 1 year experience in relevant field preferred. Qualification: Any Degree. Kindly contact ABIEL : 8714084222

Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus