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1.0 - 6.0 years
2 - 4 Lacs
Prayagraj, Dehradun, Lucknow
Work from Office
1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Chennai
Work from Office
1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.
Posted 2 weeks ago
4.0 - 6.0 years
3 - 6 Lacs
Bengaluru
Work from Office
Responsible for managing complete life cycle of New Products, maintenance of existing products and continuous process improvements Manage Relationships and Acquire New Clients from the Segment leading to acquisition of Accounts (NOA)
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
Kolkata
Work from Office
Candidates are welcome from Banking, pharmaceuticals, FMCG, fintech, financial services, and other sales-driven industries. Openings: - Sales role:- 1) Current Account Specialist/Savings Account Specialist. 2) Relationship Manager Acquisition. 3) Relationship Officer-Acquisition. 4) Branch Manager Branch Banking(Kolkata). 5) Relationship Officer Business Accounts 6) Branch Relationship Manager Branch Banking(Team Handling role). 7) Relationship Leader Business Accounts-Min 6 Years of experience into Sales(Team Handling role). Age Group: 18 Years to 38 Years Maximum.
Posted 2 weeks ago
5.0 - 10.0 years
5 - 7 Lacs
Bengaluru
Work from Office
Responsible for achieving the business objectives of the retail liabilities sales team for the branch and meet the value, volume and channel Productivity metrics In-depth knowledge of CASA, fixed deposits and third-party products.
Posted 2 weeks ago
1.0 - 3.0 years
1 - 3 Lacs
Panskura, Tamluk, Chaitanyapur
Work from Office
Walk In Drive Details Interview Date - 17th June- 2025 Interview Location - Ujjivan Small Finance Bank -Bahir Gram, Ward No. 8, Bahir Gram, Panskura, Purba Medinipur, Bahir Gram, PANSKURA - 721152 Interview Time - 10 am to 3 pm Contact Person- Mr. Sandip Kumar Banerjee (Area Head-Branch Banking) Job Location: Panskura, Tamluk & Chaitanyapur (West Bengal) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 2 weeks ago
1.0 - 3.0 years
1 - 3 Lacs
Domjur, Shibpur
Work from Office
Walk In Drive Details Interview Date - 16th June- 2025 Interview Location - Ujjivan Small Finance Bank -South Shibpur, No. 395/2 AB Palace G T Road, South Shibpur, Opp- Kids Lovedale School, South Shibpur, Howrah - 711103 Interview Time - 10 am to 3 pm Contact Person- Mr. Sandip Kumar Banerjee (Area Head-Branch Banking) Job Location: Shibpur & Domjur (West Bengal) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 2 weeks ago
1.0 - 3.0 years
1 - 3 Lacs
Dhaniakhali, Bandel, Chakdaha
Work from Office
Walk In Drive Details Interview Date - 16th June- 2025 Interview Location - Ujjivan Small Finance Bank -Baidyabati, B26[187/3A], Kunja Villa, Ground & 1st Floor, GT Road, Kajipara, PO-Baidyabati, PS-Sreerampur, Baidyabati, Hooghly - 712222 Interview Time - 10 am to 3 pm Contact Person- Mr. Malay Kumar Laha (Area Head-Branch Banking) Job Location: Chakdaha + Bandel + Dhaniakhali (West Bengal) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 2 weeks ago
1.0 - 3.0 years
1 - 3 Lacs
Kolkata
Work from Office
Walk In Drive Details Interview Date - 17th June- 2025 Interview Location - Ujjivan Small Finance Bank -Elgin Road, No. 13, Ground Floor, Lala Lajpat Rai Sarani, Bhowanipore, Near PC Chandra Jewellers, Elgin Road, Kolkata - 700020 Interview Time - 10 am to 3 pm Contact Person- Mr. ARIJIT DASGUPTA & Mr. SUDIP DEY (Area Head-Branch Banking) Job Location: Across Kolkata (West Bengal) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 2 weeks ago
5.0 - 10.0 years
10 - 20 Lacs
Mumbai, Pune, Ahmedabad
Work from Office
Role & responsibilities 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. Liaising with CPCL, marketing team and other verticals for timely account opening, service enhancements and sales initiatives.
Posted 2 weeks ago
1.0 - 5.0 years
2 - 5 Lacs
Chennai, Coimbatore
Work from Office
To acquire high-end Current and Savings Accounts (CASA) through open market sourcing and drive cross-selling of other banking products and services, ensuring customer activation, retention, and a seamless transition to branch banking. Key Responsibilities Responsibility: 1: Acquire high-value Current Accounts through open market leads and achieve monthly CASA targets. Ensure strict adherence to bank policies, including KYC and AML compliance. 2: Ensure seamless onboarding and handover of new customers to the branch banking team for long-term engagement. 3: Drive early activation of accounts (within M1 and Q1): ensure customers maintain Average Quarterly Balance (AQB), initiate transactions, achieve 75% internet banking penetration, and 50% DSB (Digital Savings Bank) penetration. 4: Conduct lead generation activities in the catchment area through direct sourcing, networking, and promotional events.5Identify and generate leads for cross-selling; coordinate with Branch Manager and product teams (RBL, Trade, FX, CMS/DSB, etc.) to deliver comprehensive banking solutions. Qualifications & Experience Education : Minimum: Graduate Preferred: MBA with IRDA certification Experience : 1- 5 years of experience in acquiring New-to-Bank Current Accounts, preferably in the SME segment In-depth knowledge of commercial catchments and local business ecosystems Fluency in the local language is essential Competency Requirements Technical Skills Computer Proficiency : Strong knowledge of MS Excel Banking Knowledge : Basic understanding of Business Banking products including Trade, Forex, and CMS is desirable Behavioral Skills Communication : Strong verbal and written communication skills; fluency in English Sales Acumen : Target-driven with a proven track record in customer acquisition and relationship building Teamwork & Coordination : Ability to collaborate with internal teams to deliver value-added services to clients
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
Ahmedabad, Jaipur
Work from Office
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 siddhesh.bhor.ext@yesbank.in Contact- 7738474256
Posted 2 weeks ago
1.0 - 6.0 years
1 - 3 Lacs
Bhuj
Work from Office
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 siddhesh.bhor.ext@yesbank.in Contact- 7738474256
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Gorakhpur, Kanpur, Agra
Work from Office
1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Dehradun, Meerut
Work from Office
1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
Madurai, Coimbatore, Erode
Work from Office
1. Sourcing new customers, enhancing existing relationships, analysing needs, and cross-sell products & services. 2. To create new customers and also enhance the existing relationship with customers by analyzing/her needs, deepening the book value.
Posted 2 weeks ago
3.0 - 6.0 years
2 - 6 Lacs
Nagpur
Work from Office
Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition -Nagpur - 13th Jun'25 Walk-in Interview : 13th Jun'25 (Friday) Time : 11 AM 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sales targets as assigned by the organization monthly Essential requirement : Must be from sales background preferably from Banking Industry Age must be within 32 Min 2 years of relevant work experience in the banking industry is mandatory Education : Graduate / Postgraduate *** Banking experience is a mandate. *** Freshers are not allowed. ***Interested candidates may share their Resume at shilpa.biswas@indusind.com
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Kota, Jaipur, Jodhpur
Work from Office
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
Posted 2 weeks ago
3.0 - 7.0 years
2 - 7 Lacs
Nagpur
Work from Office
Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Nagpur and Vidharbha Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Vikram Rathod and Sachin Kavishwar Time : 10.30 am to 4.30 pm Date : 13th and 21st Jun 2025 Location : Nagpur Indusind Bank Ltd, Nav Bharat Bhawan, Plot no 3, 1st Floor, Chhatrapati Square, Sneh Nagar, Wardha Road Nagpur- 440015 Since we have multiple openings across Nagpur, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Please note since this is a sales profile, candidates with relevant experience and interest would only be entertained. Regards, Team HR IndusInd Bank
Posted 2 weeks ago
0.0 - 1.0 years
3 - 3 Lacs
Chennai
Work from Office
Role & 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
Posted 2 weeks ago
1.0 - 5.0 years
2 - 7 Lacs
Meerut
Work from Office
ROle Definition / Expectation: CASA Sales Executive : 1-2 yrs Experience SM Sales : 4 yrs + Exp.(CASA / BFSI) BRO - Branch relationship officer : min 2 yrs experience with Retail banking Meerut Interview date : 17-Jun-2025 Venue:Axis Bank Ltd ,Ground Floor , Khasra No. 5804 , Building No. 5, Sky Lark Complex , Janta nagar , Near samrat palace , Garh road , Meerut ,250004 Meerut Interview date : 18-Jun-2025 Venue : Axis bank Ltd, Ground floor And first floor , Building Number 251( old 162), Civil Line Boundary Road , Meerut 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"
Posted 2 weeks ago
1.0 - 3.0 years
0 Lacs
Kolhapur, Sangli, Satara
Work from Office
Role & responsibilities Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities • Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. • Manage business relations with existing customers to increase the depth of existing relationships. • Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) • Record and track all engagement activities through the CRM system. • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Preferred candidate profile 1yrs sales experience in mandatory Walk in Interview at your nearby Branches For more details Call Rose -7875001230
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Chennai
Work from Office
Job description Job description 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 Location - Chennai Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Visakhapatnam
Work from Office
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
Posted 2 weeks ago
3.0 - 8.0 years
1 - 4 Lacs
Chennai
Work from Office
Job Description To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment. Individual Contributor. To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts To achieve daily/ weekly/ monthly customer acquisition target To support in building incremental CA values in self-sourced base To ensure initial customer handholding & M+3 activation (Right advice 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) To ensure digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, Yes Connect etc.) To attract new-to-bank qualified customers in consistence with the Banks business strategy To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To ensure required level of service for in-coming customers, to consult customers on credit and banking products.
Posted 2 weeks ago
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