1049 Saving Account Jobs - Page 19

Job Profile: Sales Officer CASA (SO CASA) Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) 4. To ensure proactive registration & activation of acquired customers to direct ...

Role & responsibilities Job Profile : Relationship Manager YES First Job Responsibilities: Relationship Management : o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consume...

Role & responsibilities Job Profile: Sales Officer Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) 4. To ensure proactive registration & activation of acquired customers t...

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need f...

Casa Sales - Branch sales & field sales Preferred candidate profile Field sales

Role Definition / Expectation: Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for hand...

Premier Acquisition Manager-RL SALES- JOB DESCRIPTION JOB Role- • Acquisition of HNI's only. • Selling TPP and Generating Revenue. • Building CASA book size. Job Requirement- • Good coordinator with different channels. • Excellent communication skills. • Should have some knowledge and experience in Portfolio Management. • Should have some existing base of customers • Graduates / MBA • Having more than 1-2 year work experience Interested Candidates can directly walk in at below mentioned address :- Date and Day - 11th July 2025 (Friday) Time - 11:00 AM to 02:00 PM Interview Venue - Kotak Mahindra Bank, 109 - A, R.S. Garden, Anwarpur, Pilkhwa - 245304 Location Hiring For - Hapur and Philkuwa C...

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 quali...

Role & responsibilities Job Profile: Sales Officer Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) 4. To ensure proactive registration & activation of acquired customers t...

Role & responsibilities Job Profile: Sales Officer Job Responsibilities: 1. To introduce & acquire new SA(Saving Account) customer in the identified segment and reference generation from the specified catchment 2. To ensure sourcing of quality SA (Saving Account) in terms of product mix, segments and constitution mix 3. To ensure initial customer hand holding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) 4. To ensure proactive registration & activation of acquired customers t...

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability..

Hiring for Conneqt Business Solutions! Client: Unity Small Finance Bank Location: Turbhe, Navi Mumbai Role: Virtual Relationship Manager (VRM) Requirements: Min. 1 year experience in Sales/VRM (Banking/BPO/BFSI) Graduate Strong communication (Versant Level 5) Interview Rounds: HR Ops (F2F) Aptitude Test Client Interview (F2F) Interested can reach out on below mentioned number (HR Dhanashri:7796426785)

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of iss...

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Dwarka Nagar, Srikakulam, Kakinada,Rajahmundry, Visakhapatnam - MVP Colony, Vizianagaram, Amalapuram, Bhimavaram, Eluru, Gajuwaka , Ramachandrapuram, Narasannapeta, Tekkali , Devarapalle, Peddapuram, Rajam, Nidadavole Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Assistant branch Head 4. Branch Sales Executive 5. Senior sales Executive Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sale...

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of iss...

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of iss...

Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding of transactional ...

Job description 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 Stre...

Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growt...

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 ad...

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 concer...

Identify and acquire new CASA customers through field visits, cold calls, referrals, and promotional activities. Develop and maintain strong relationships with new and existing clients to drive cross-selling and up-selling opportunities. Conduct need-based analysis to understand customer requirements and recommend suitable banking products. Ensure timely follow-up on leads and maintain a healthy sales pipeline. Achieve monthly and quarterly CASA acquisition targets. Ensure compliance with bank policies, KYC norms, and regulatory requirements. Coordinate with internal teams (e.g., operations, credit) to ensure smooth customer onboarding and account activation. Participate in promotional event...

Role & responsibilities 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 a...

Role & responsibilities We are looking for BDE superstars! Dil se battao, are you one? BDE/ Sales Executive role is part of hard-core sales team who is key member in Banks growth journey. It Requires rigorous hard work to bring NTB from all kind of customers in the area. Customer can be from retail, salary, corporate sector and has a banking required can be associated with the bank. You should look at every person (KYC holders) from the perspective of potential customer. This has hard work as well as high earning potential of incentives, faster promotion etc. WHAT MAKES A TALENTED BDE SUPERSTAR? Amazing selling skills Are you willing to take up the challenge of being in the field entire day ...

Role & responsibilities We are looking for BDE superstars! Dil se battao, are you one? BDE/ Sales Executive role is part of hard-core sales team who is key member in Banks growth journey. It Requires rigorous hard work to bring NTB from all kind of customers in the area. Customer can be from retail, salary, corporate sector and has a banking required can be associated with the bank. You should look at every person (KYC holders) from the perspective of potential customer. This has hard work as well as high earning potential of incentives, faster promotion etc. WHAT MAKES A TALENTED BDE SUPERSTAR? Amazing selling skills Are you willing to take up the challenge of being in the field entire day ...