Roles and Responsibilities Manage branch operations, ensuring efficient sales performance, customer satisfaction, and team management. Oversee daily activities of the branch office, including sales targets, productivity metrics, and compliance with regulatory requirements. Develop and implement strategies to increase revenue growth, improve profitability, and enhance customer engagement. Foster strong relationships with customers through effective communication and problem-solving skills. Ensure adherence to company policies, procedures, and regulatory guidelines.

Roles & Responsibilities- • Prepare and track product wise - liabilities, assets & fee AOP for the full financial year. • Commerce and catchment mapping • Prepare and review monthly activity calendar of outbound activities of BSM / JO • Roll out MOP for outbound and inbound sales on 1 st of every month followed by weekly and monthly reviews. • Review all employees in branch quarterly. • Review productivity of BSMs / BOMs/ JOs on a weekly basis. 1. Review and handhold BOMs & BSMs on a daily basis and Sales Officers (JOs) on a weekly basis. 2. Conduct Daily Morning Huddles to discuss daily plan and agenda for employees. 3. Ensure proper on-boarding of all new customers acquired. 4. Sale of 3 products per customer within 90 days of account opening. 5. Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation 6. Maintain quality of customer acquisition through sourcing mix and on-boarding process. 7. Monitoring DSRs on a regular basis. 8. Lead management proper assignment and closure of leads. 9. Tapping markets or customer segments within the catchment of the branch, which are hitherto untapped, to increase the GL Base of the branch.

Role & responsibilities Will be responsible for location business targets for core, value & cross sell. Will have to work on defined Large Corporate Accounts for penetration and achieve business goals. Personally get involved in the acquisition of Sr Management / Mid Management accounts within an empaneled corporate Adhere to KYC / Quality and regulatory norms and approved processes as per company policy. Maintaining Cordial relations with internal / external Customer / departments. Drive team productivity and Sales Efficiencies. Ensure team is meeting SOP on monthly basis Should ensure corporate account profitability by maintaining salary upload percentage above 90% at all time.

1. Sales Management: Drive CASA product sales to achieve and exceed branch targets. Develop and implement branch-level sales strategies and campaigns. Identify and acquire new customers, focusing on both individuals and businesses. Regularly review sales performance and take corrective actions as needed. 2. Customer Acquisition and Retention: Build a robust pipeline of prospective customers for CASA products. Ensure high-quality service to deepen existing customer relationships. Conduct market analysis to identify new business opportunities.

Handle the HNI Sales / Wealth Management / Private Banking segment Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competitio n Achieving client retention by supporting Relationship Managers (RMs) in providing stellar service to high net-worth clients and following up promptly on client calls or queries. Establish, manage and grow the TRV of the elite Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Resolve customer queries and complaints within the agreed TAT as per the customer service policy Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.

Role & responsibilities The Private Banking Relationship Manager is responsible for providing personalized financial services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). This role focuses on managing client relationships, offering tailored wealth management solutions, and ensuring exceptional client service. The Private Banking Relationship Manager will work closely with clients to understand their financial goals and develop strategies to manage, preserve, and grow their wealth. Key Responsibilities: Client Relationship Management: Build, maintain, and strengthen long-term relationships with high-net-worth clients. Understand clients' financial goals, objectives, and risk tolerance. Provide personalized financial advice and solutions across a range of products and services (e.g., investment management, estate planning, tax strategies, lending). Meet with clients regularly to review portfolios, address any concerns, and suggest new opportunities. Respond to client inquiries and provide proactive communication on market developments and account performance. Wealth Management & Investment Advisory: Advise clients on portfolio management, investment strategies, asset allocation, and risk management. Collaborate with internal specialists (e.g., portfolio managers, financial planners, tax advisors) to deliver integrated financial solutions. Continuously monitor the performance of clients portfolios and make necessary adjustments in response to market changes or evolving client needs. Provide insights on investment opportunities, market trends, and global financial news that may impact clients’ portfolios. Sales and Business Development: Actively seek to acquire new clients and expand the existing client base. Promote and cross-sell private banking products and services, such as loans, mortgages, investment funds, and insurance. Identify opportunities to increase revenue through up-selling or cross-selling relevant products. Develop a network of external contacts (e.g., attorneys, accountants, family offices) to generate referrals and new business. Risk Management & Compliance: Ensure all client transactions and activities comply with internal policies, legal regulations, and industry standards. Monitor clients’ financial situations and risk exposure to ensure they align with their financial goals and risk tolerance. Identify and mitigate potential risks associated with clients' portfolios or financial activities. Maintain accurate and up-to-date client records, and conduct regular reviews of client accounts to ensure compliance with regulatory requirements. Client Retention and Service: Provide a high level of client service, ensuring satisfaction and loyalty. Handle complex or sensitive client issues and resolve any complaints promptly. Coordinate with other departments to ensure seamless service delivery and client satisfaction. Organize and host client events, seminars, and webinars to engage clients and educate them on financial matters.

The Private Relationship Manager is responsible for managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, offering a comprehensive range of financial services. The role focuses on delivering personalized financial solutions, including investment advice, estate planning, and wealth management, to ensure the clients' financial goals are achieved. Client Relationship Management: Build and maintain strong, long-term relationships with high-net-worth and ultra-high-net-worth individuals. Understand clients' financial goals and risk tolerance and provide personalized financial solutions. Regularly meet with clients to review and update their portfolio and financial goals.

Role & responsibilities 1. JOB PURPOSE This role will provide AMC Products as investment solutions directly to the investor. It is a B2C channel which involves technical understanding and support regarding the markets and all various products the company has and will launch and on automation to ensure compliance with all company policies, processes, and codes of conduct. This role acts as a catalyst to boost the sales of the company by directly getting HNI/UHNIs invested. 2. Reports To Regional Business Head 3. PRINCIPAL ACCOUNTABILITIES New Client Acquisition, Gross Sales, Net Sales and SIP targets assigned across MF, PMS and AIF (in future products) Capture substantial Market share in direct channel. Enhance and upgrade the client net worth relationships. Identify prospective clients and build relationships for selling the AMC products. Acquisition and Servicing of HNI/UHNI customers Staying relevant by enhancing market knowledge and market behaviors. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.

Role & responsibilities The IBU plays a key role in regional expansion strategy, offering a range of trade finance, loan and T&M products to our valued clients. Job Purpose To Assist IBU COO in implementing the Policy and Processes with an aim of ensuring a sound Risk and Control environment. Key Accountabilities 1. Assist in timely implementing the Policy and Processes 2. Conduct thematic reviews on AML / CFT and other areas. 3. Improve AML policies and controls wherever required. 4. Track for closure of Audit issues and ensure non repeat. 5. Assist in monitoring KRIs as part of governance and control. 6. Support in RSCA exercise Job Duties & responsibilities Operational Risk 1. Support Identifying, assessing and reviewing various KRIs related to BU/SUs. 2. Support in GL certifications, suspense account monitoring and daily Nostro reconciliation. 3. Identify control gaps and issues, and drive remediation efforts to strengthen the control environment. 4. Support in designing, reviewing SOPs/ process flows for new/ existing products COO Office: Governance and Controls 1. Engage key stakeholders to promote strong risk culture and ensure smooth implementation of governance and control initiatives 2. Improve Controls / Compliance for business embed risk culture within Team 3. Support various audit submission including IFSCA, group and concurrent audits 4. Support in RSCA exercise 5. Maintain accurate records and update internal systems 6. Stay up-to-date with regulatory changes and industry trends KYC AML 1. Assess IBUs proficiency in complying with CDD/AML Policy of the Bank/Regulator 2. Monitor compliance with internal policies and external regulations 3. Conduct Thematic Reviews to identify mitigate AML/Financial Crime Risk 4. Assist in investigating and resolving AML / KYC related issues

Architect the strategy and tap the entire ecosystem opportunity across Corporate Business and engage with senior stakeholders, MSMEs. Responsible for identification, develop & originate new relationships with the entire gamut of product. Responsible for business generation and responsible for acquiring new quality corporate business for Indias largest NBFC platform Drive sales through new customer acquisition, grow book size and deliver to the overall revenue growth Prospect potential clients using various direct methods, networking & research Work closely with the product, operations & service teams to address operational & service queries Preferred candidate profile Perks and benefits

Job Description Role and responsibility Architect the strategy and tap the entire ecosystem opportunity across Corporate Business and engage with senior stakeholders, MSMEs. Responsible for identification, develop & originate new relationships with the entire gamut of product. Responsible for business generation and responsible for acquiring new quality corporate business for Indias largest Digital platform Drive sales through new customer acquisition, grow book size and deliver to the overall revenue growth Prospect potential clients using various direct methods, networking & research Work closely with the product, operations & service teams to address operational & service queries

1. Business Growth & Sales Management Drive sales of CASA (Current & Savings Accounts), retail loans, wealth products, insurance, and third-party products . Achieve branch revenue targets by identifying and capitalizing on business opportunities. Develop strategies to acquire new customers and increase the branchs market share. 2. Team Leadership & Performance Management Lead, mentor, and manage a team of Relationship Managers (RMs), Sales Executives, and Operations staff. Set clear performance goals, conduct regular reviews, and ensure achievement of branch targets. Provide training and motivation to enhance productivity and customer service.

Role & responsibilities Description: Looking for seasoned professionals with experience in ERP systems and a deep understanding of how vendor invoices are managed on various ERP platforms like SAP , Oracle Financials, etc. Roles & Responsibilities: • Accompany Sales team in customer meetings to pitch the various Invoicemart integration options to enable seamless and automated MSME payables via Invoicemart. • Must have prior knowledge of working on various Vendor Invoice Management solutions. • Must know the different MSME payments processing workflows that are adopted by corporates and large industries in India. • Working knowledge of modules like FICO, MM, SD will be necessary. • Shall include frequent travel to customer locations and may need to work out of these locations for few weeks, as required. • Must understand and explore the organizational structures of various corporates with an intent to get the required customer personnel to enable quick and easy integrations. • Must have a basic understanding of APIs and how they work with third party integrations. • Will bridge the gap between what customers processes requires and what INvoicemart as a technology platform can provide. • KRAs shall also entail around : count of integrations, throughput / volume of integrations from each customer and duration of an integration.

Role & responsibilities 1. Responsible for preparing Scorecard framework for Consumer bank sales personnel basis agreed and approved construct. 2. Collate and track revenue across products and accurately plot revenue credit across profiles. 3. Create performance dashboards for Primary producers and the supervisory channels. 4. Ensure all scorecard parameter and tactical measures are implemented in the scorecard calculations 5. Calculate and maintain incentive files for sales profiles across the consumer business. 6. Design and implement Tactical campaigns including publishing of regular leaderboards, performance updates with final winners. 7. Business dashboards on frontline performance and productivity. 8. Regional productivity dashboards. 9. Regular interaction and submission of Performance Reports to Regional Analytics / Product teams 10. Focus on reporting and data management: quality, accessibility, architecture, and infrastructure 11. Provide analytics support for Wealth Management leadership (financials, customer acquisition, RM & HC productivity)

Execute and monitor overall administration and efficient daily operations of a full service branch office; including operations, lending, product sales, customer service, security and safety in accordance with the Bank& objectives. 1. Achievement of incremental number and value targets for Liabilities (CA, SA, FD); Assets (Home, Auto & other assets) and Fee Products (MF, LI, GI, Gold & other fee products) 2. Prepare and monitor Sales plan for the branch 3. Build a healthy asset and liability book. 4. Increase market share in the catchment area (3 to 5 kms radius) 1. Sales Planning : • Prepare and track product wise - liabilities, assets & fee AOP for the full financial year. • Commerce and catchment mapping • Prepare and review monthly activity calendar of outbound activities of BSM / JO • Roll out MOP for outbound and inbound sales on 1 st of every month followed by weekly and monthly reviews. • Review all employees in branch quarterly. • Review productivity of BSMs / BOM’s/ JOs on a weekly basis. 2. Review and handhold BOM’s & BSMs on a daily basis and Sales Officers (JOs) on a weekly basis. 3. Conduct Daily Morning Huddles to discuss daily plan and agenda for employees. 4. Ensure proper on-boarding of all new customers acquired. 5. Sale of 3 products per customer within 90 days of account opening. 6. Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation 7. Maintain quality of customer acquisition through sourcing mix and on-boarding process. 8. Monitoring DSRs on a regular basis. 9. Lead management proper assignment and closure of leads. 10. Tapping markets or customer segments within the catchment of the branch, which are hitherto untapped, to increase the GL Base of the branch.

Acquire new quality corporate business for Indias largest platform (Acquisition of market participants (Buyers viz. Large corporate, Sellers/ Suppliers, Financiers viz. Banks/ NBFCs) Drive sales through new customer acquisition and deliver to the overall revenue growth Prospect potential clients using various direct methods, networking & research Ability to plan, pitch and execute a strategy for a given area Work closely with the product, operations & service teams to address operational & service queries Role & responsibilities Preferred candidate profile Perks and benefits

Role & responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements Use financial acumen and investment expertise to review a client & information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

Key Accountabilities Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market To actively work on D & E counters with Sales team and include them as part of their branch visit To work with Sales Team in increasing distribution spread and product Mix Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit Support to create simpler communication on Focused Products along with Product team Give market feedback to Investments on Competition Products Positioning and Product sales in market Feedback to Investments team on Distributor/ Investor queries on Funds/Products Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region

Responsibilities: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Role & responsibilities • Managing the role of Recruitment Lead for a workforce of 10000+ employee base spreading across entirecountry • Lead a diligent TA Team of 5, as well as contribute individually in developing recruiting specifications withhiring managers, including facilitation of recruiting strategy, managing data integrity & ensuring candidatecare. • Manage and oversee the team, including handling both business & consultant reviews, as well as the routinehiring/onboarding/training activities. • Create, lead and drive candidate centric focus around team members and consultants. Model, monitor andensure best-in-class candidate care throughout the recruitment life cycle .• Partnering with business leaders and allied HR partners to conduct workforce planning and align recruitingplan for the year, also acting as point of escalation as challenges arise .• Guiding hiring managers and other key stakeholders on candidate sourcing, recruitment channels and marketconditions. • Manage the full recruitment cycle for complex as well as senior level hires as per business unit requirements. ReplyForward Preferred candidate profile Perks and benefits