1049 Saving Account Jobs - Page 24

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

Role & responsibilities Acquiring New Clients: Focus on acquiring new-to-bank customers, especially HNIs, through individual efforts. Selling TPP and Generating Revenue: Cross-sell third-party products and drive revenue generation. Building CASA Book Size: Contribute to the growth of the bank's CASA book size. Customer Engagement: Build and maintain strong relationships with clients, understanding their needs and offering suitable products. Achieving Sales Targets: Meet monthly and annual sales targets set by the bank. Relationship Management: Develop and maintain strong relationships with clients, ensuring long-term success. Market Analysis: Monitor market trends and competitor activities t...

Key Responsibilities: Customer Acquisition: Develop and implement strategies to acquire new high-value customers for premier banking services. Relationship Management: Build and maintain strong relationships with existing and potential clients. Sales and Revenue Generation: Achieve business objectives by meeting value, volume, and channel productivity targets. Product Knowledge: Possess a thorough understanding of the bank's premier banking products and services. Cross-Selling: Identify opportunities to cross-sell other products and services to clients. Market Knowledge: Stay informed about market trends and competitor activities. Compliance: Adhere to all bank policies and regulations. Repo...

Role & responsibilities 1. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics 2. Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel 3. Responsible for leading a large Sales Channel comprising of Team Leaders and Sales Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams 4. Mobilize Business for Current Accounts and Savings account 5. Drive Numbers and Value 6. Recruit and train the team members on regular basis 7. Organize var...

Job Description of SDA- Non Cash (Aspire) Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories ERV and NTB growth as per targets set for the branch Achieve overall deposits growth Achieve fee revenue (LI, GI, TFx, Assets,...

Sales Activities Conduct open market and field sales Acquire Saving/Current accounts through various activities Engage in cold calling and follow-up with references Work on geographical areas to meet sales targets Customer Relationship Management Build and maintain relationships with existing customers Cross-sell financial products to existing customers Understand customer needs and provide suitable solutions Track and resolve customer queries and complaints Target Achievement Achieve sales targets for accounts and cross-selling Monitor and report on sales performance Implement strategies to enhance customer value Coordinate with internal teams to facilitate product awareness

Role & responsibilities Provide financial solutions to the customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics and assets in the bank. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by cross selling the Bank\\\'s products and services/ third party investment products. Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads. Achieve targets as assigned by the organization on a monthly basis. Record and track all engagement activities through the CRM sy...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify opportunities for cross-selling of banking products such as Liabilities, Casa, Current Account, Saving Account, etc. Develop and maintain strong portfolio management skills to maximize revenue growth. Provide exceptional customer service to ensure client satisfaction and retention. Collaborate with internal teams to resolve complex issues related to HNI client handling.

Role & responsibilities - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing bank products to customers. - Informs customers of new products or product enhancements to further expand the banking relationship. - Plans and conducts special sales initiatives and events for prospective and existing clients. - Coordinates with other group companies to provide seamless access to other products. - Maintains complete relationship record for assigned customer accounts. - Tracks customer complaints/queries and turnaround times for cust...

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...

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 wit...

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...

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...

Job description Role & responsibilities To acquire new quality customers and cross sell various products as desired by the Bank from time to time(Current Account, Saving account, insurances, fixed deposits etc. ) To ensure accurate, timely and error free processing of customer service requests To overcome problems using guidelines and escalate with expediency, when necessary. Meet the budgeted financial targets - every quarter. To ensure the best visual impact of the branches on customers Preferred candidate profile Should have Banking Experience. Should have strong communication skills Should have Banking Sales Experience. Should be okay with moving to the field and selling bank's Products....

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...

Plays a pivotal role in driving growth, profitability, and customer satisfaction within the Retail Banking segment. Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Ownership of Underperforming RMs basis K.O parameters i.e. Income, Credit Card, Digital, Retail Assets, Business Assets, Insurance, CASA Units. Developing strategies to achieve ambitious financial targets, drive revenue growth through effective sales strategies, cross-selling, and upselling of financial products and service to ensure to have maximum market share. Key decision-maker, fostering a strong custo...

Role & responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Preferred candidate profile BFSI/Banking Experience : Candidates must have 2-6 years of exper...

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.

Job Title: PB (Personal Banker) Classic Role & responsibilities Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Sales Managing Classic Portfolio Achievement of income plans and other benchmarks Customer Services Opera...

Equitas Small Finance Bank JOB Vacancy for any experience candidate Job Responsibilities : - Financial Responsibilities Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling of third party products (life & health insurance, Mutual funds SIPs). - Non-Financial Responsibilities 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 vicinit...

Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month

Role & Responsibilities Customer Acquisition: Source new customers specifically for Current Accounts through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into Current Accounts. Sales Targets: Achieve sales targets for Current Accounts and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing Current Account customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value Current Account customers and managing family banking relationships. Preferred Candidate Profile Education: G...

• Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Need to maintain relationship with clients and Branch managers • Resolve customer queries/issues Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 37 Years • Good Communications Skills • Fresher's Can't Apply