431 Saving Account Jobs - Page 8

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.

Job Title: Business Development Executive Job Description: We are seeking a Business Development Executive from a banking sector (CASA). The primary responsibilities of this role will be to identify and cultivate new business opportunities, build relationships with potential clients, and drive the growth of our organization. Key Responsibilities: - Prospecting and generating leads through cold calling, networking, and other outreach activities - Scheduling and conducting meetings with potential clients to understand their needs and present banking products. - Preparing and delivering compelling sales presentations and proposals - Coordinating with internal teams to ensure seamless delivery of services to new clients - Maintaining a strong pipeline of active opportunities and regularly reporting on progress - Achieving and exceeding monthly/quarterly sales targets. Requirements: - 6 months to 1 year of relevant experience in a sales or business development role, preferably in the banking or financial services industry - Strong understanding of current CASA (Current Account Savings Account) products and services - Bachelor's degree in Business, Marketing, or a related field Compensation: - Salary: up to 4.50 LPA - Attractive performance-based incentives and commissions - Comprehensive benefits package including health insurance, retirement contributions, and paid time off Feel free to reach out for more information; Dilip - 84017 17125 Uma - 81606 38149

Job Title: Business Development Executive Job Description: We are seeking a Business Development Executive from a banking sector (CASA). The primary responsibilities of this role will be to identify and cultivate new business opportunities, build relationships with potential clients, and drive the growth of our organization. Key Responsibilities: - Prospecting and generating leads through cold calling, networking, and other outreach activities - Scheduling and conducting meetings with potential clients to understand their needs and present banking products. - Preparing and delivering compelling sales presentations and proposals - Coordinating with internal teams to ensure seamless delivery of services to new clients - Maintaining a strong pipeline of active opportunities and regularly reporting on progress - Achieving and exceeding monthly/quarterly sales targets. Requirements: - 6 months to 1 year of relevant experience in a sales or business development role, preferably in the banking or financial services industry - Strong understanding of current CASA (Current Account Savings Account) products and services - Bachelor's degree in Business, Marketing, or a related field Compensation: - Salary: up to 4.50 LPA - Attractive performance-based incentives and commissions - Comprehensive benefits package including health insurance, retirement contributions, and paid time off Feel free to reach out for more information; Dilip - 84017 17125 Uma - 81606 38149

Job Title: Business Development Executive Job Description: We are seeking a Business Development Executive from a banking sector (CASA). The primary responsibilities of this role will be to identify and cultivate new business opportunities, build relationships with potential clients, and drive the growth of our organization. Key Responsibilities: - Prospecting and generating leads through cold calling, networking, and other outreach activities - Scheduling and conducting meetings with potential clients to understand their needs and present banking products. - Preparing and delivering compelling sales presentations and proposals - Coordinating with internal teams to ensure seamless delivery of services to new clients - Maintaining a strong pipeline of active opportunities and regularly reporting on progress - Achieving and exceeding monthly/quarterly sales targets. Requirements: - 6 months to 1 year of relevant experience in a sales or business development role, preferably in the banking or financial services industry - Strong understanding of current CASA (Current Account Savings Account) products and services - Bachelor's degree in Business, Marketing, or a related field Compensation: - Salary: up to 4.50 LPA - Attractive performance-based incentives and commissions - Comprehensive benefits package including health insurance, retirement contributions, and paid time off Feel free to reach out for more information; Dilip - 84017 17125 Uma - 81606 38149

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

Require Candidates Team Management Role Bank Products Current a/c and Saving A/c Experience Team Handling Profile CASA and Cross Sales Required Candidate profile Send Update Resume Jobs@xwelljobs.com Contact us Jitesh Mathur 9414133911 Our website www.xwelljobs.com

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 experience in the BFSI sector and currently hold a position as a Relationship Manager or an equivalent role in a bank. Mandatory Min Qualification : Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals

Dear Candidate, Hiring for Relationship Manager - Current Account in below location, * Banashankari, Jeevan bima nagar, Kammanahalli, Malleshwaram, Frazer Town, Raja Rajeshwari Nagar, HSR Layout Job Role: Identify prospective customers for current account acquisition Manage business relations with existing Current Account / corporate customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization on a monthly basis Conduct market enhancement activities within the corporates to enhance the business Record and track all engagement activities through the CRM system Customer Service Job Requirements Graduate with 3 -5 year of experience in acquisition of current accounts with a bank Should have good understanding of the local geography & good networking in the local area. Interested candidates drop your profile o this mail ID - sipra.das@janabank.com Subject line should be-"Apply for RM-CA".

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

We are seeking a dynamic and results-driven CASA Sales Officer to join our team. The primary responsibility is to drive the acquisition of Current Account and Savings Account (CASA) customers for the bank, through direct sales and business development activities. The ideal candidate will have a strong understanding of banking products and a passion for customer engagement. Key Responsibilities: Identify and acquire new CASA customers through field visits, referrals, cold calls, and marketing activities. Meet or exceed monthly and quarterly CASA sales targets. Conduct customer profiling to understand their financial needs and recommend suitable products. Promote bank products like debit cards, internet banking, mobile banking, and third-party products. Maintain relationships with existing customers to encourage repeat business and referrals. Ensure KYC compliance and documentation for all new accounts. Coordinate with branch operations for account processing and follow-up. Prepare daily and weekly sales reports and update CRM systems. Participate in promotional campaigns, roadshows, and customer outreach programs.

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

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 Axis bank (On - Roll) Job Title: Business Development Associate Job Summary We're seeking a highly motivated CASA Sales Officer to join our team. As a CASA Sales Officer, you will acquire new Current and Savings Accounts, cross-sell banking products, and build strong relationships with internal teams. Key Responsibilities - Acquire new Current and Savings Accounts from the branch catchment area - Source high-quality Recurring Deposit (RD) and Fixed Deposit (FD) accounts - Activate new accounts, UPI accounts, and savings balances - Cross-sell insurance and other banking products - Participate in branch activities, migration events, and micro-marketing activities Requirements : - Any UG/PG degree Freshers who were interested in Field Sales can also apply.. - 0-3 years of experience in any sales - Excellent communication and interpersonal skills - Ability to work in a fast-paced environment Salary and Benefits - Salary range: 2LPA - 3.5LPA (depending on experience and location) - Additional incentives and benefits Locations - Chennai, Madurai Salem, Coimbatore, Tirupur, Tanjore Interested candidate can Wats App their profile @8072665537 Regards, Rizwana 8072665537

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 : 13-06-25 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 : 14-06-25 Timing :10 am to 1 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.

Work Location: Mumbai/Navi Mumbai/Mumbai Suburban Role: Business Development Manager (BDM)/ Sr. Business Development Manager Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current and savings account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in catchment mapping and scoping exercises 8. Provide feedback on opportunities and customer needs 9. Adhere to selling norms and SOPs 10. Ensure compliance with internal guidelines and external regulations Candidate Profile 1. 1-5 years of experience in BFSI 2. Graduate or Postgraduate degree 3. Age: Up to 30 years Key Skills 1. Sales and marketing 2. Customer acquisition and relationship management 3. Transaction banking knowledge 4. Analytical and problem-solving skills 5. Communication and interpersonal skills This role requires a motivated and results-driven individual with experience in BFSI sales and marketing. Contact Person: Sagar Upade - Human Resources

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : Across Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 customer satisfaction JOB REQUIREMENT: Graduate - 6 -8 years of experience Post Graduate - 4-6 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

Preferred candidate profile Minimum 1+ Years experience Mandatory required in CASA sales. Acquire new customers for liabilities from open market. (current account- saving account). 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 Candidates Can Call Or Share your updated resumes on - mahesh.dolare@ujjivan.com / 8855042842 (WhatsApp)

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.

Siliguri - Walk In Drive Details Interview Date - 13th June- 2025 Interview Location - Ujjivan Small Finance Bank - Siliguri Branch , Kelson Complex, Sevoke Road, Ward Number 13, Punjabi Para, Siliguri, West Bengal 734001 Interview Time - 10 am to 3 pm Contact Person- Mr. Malay Mukherjee (Area Head-Branch Banking) Job Location: SILIGURI + DHUPGURI + JALPAIGURI + SHIV MANDIR 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.

Kalapahar - Guwahati Walk In Drive Details Interview Date - 13th June- 2025 Interview Location - Ujjivan Small Finance Bank - Lachit Nagar Branch , Prithivi Mansion, GS Rd, opp. KFC building, South Sarania, Dispur, Lachit Nagar, Guwahati, Assam - 781007 Interview Time - 10 am to 3 pm Contact Person- Mr. Biswajit Deka (Area Head-Branch Banking) Job Location: Kalapahar - Guwahati 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.

Job Title - Associate Manager-Acquisition(Current Account) Business Unit - Retail Banking Function -Branch Banking Job Purpose: The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities: Key / Primary Responsibilities of the Role - List the primary deliverables Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity.

Role & responsibilities Acquire new Kotak 811 accounts and check KYC. Cross sells bank products to existing set of customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts. Penetration of group/family account of the existing mapped base Preferred candidate profile Education: Graduation from a UGC recognized university. Experience: Minimum 0-2 years of experience (Freshers are welcome to apply). Age Limit: 25 years and below. Requirements: Willing to travel extensively within the city limits. Must have a two-wheeler and a valid License. Preferred Qualifications: Liability Sales experience or KYC knowledge is an added advantage.

Preferred candidate profile Role & responsibilities : Minimum 3 Years experience is mandatory in CASA & Branch Banking 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 Share you updated resume - mahesh.dolare@ujjivan.com / 8855042842

= Job description Acquisition of Quality CA (Current Account ) Accounts- Qualified & Activated NTB CA Accounts (In Nos.) Acquisition of Quality Higher CA variants-Acquisition of Qualified and Activated Higher CA variants Acquisition of CA Values-CA 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