221 Fixed Deposits Jobs

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

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 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 25,26,27-06-2025 Timing :10 am to 3 pm Positions: Business Development Officer Equitas Small Finance Bank Ltd Interview Venue: plot no-72 Sy no-403(new-120 First Floor Road No -70, A, Journalist Colony, Jubilee Hills, Hyderabad, Telangana 500033

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.

Responsible for Team Hiring & driving branch Profitability Maximize sales performance to achieve the sales target of the Branch through following products like Mutual Funds, Fixed Deposit, PMS, AIF, Life Insurance, Home Loans / SME loans Developing and implementing sales plans. Delivery of Operating Profit Budgets for the Branch through revenue and cost management. Formulating the strategies to increase client base. Acquisition of HNI, Retail clients and Corporate Clients. Formation of new client acquisition strategy like corporate presentation, Investment awareness programs, through existing networking etc. Maintain long term and deepening relationship with HNI / UHNI customers so as to increase revenue base for the company Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback. Conducting regular sales and operations meetings. Organising and executing training programs for branch personnel Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback. Increasing brand awareness for the company within the community. Organising marketing activities and events for the branch. Monitor business analytics & publish MIS. Recognising employee achievements and encouraging excellence in the work environment. Briefing employees on current sales goals, promotions, and other relevant information.

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

Recruit adviser • Generate business through the advisers • Lead the team of advisers and done the field work • Motivate them to achieve targets • Provide training and guidance to them.

Recruit adviser • Generate business through the advisers • Lead the team of advisers and done the field work • Motivate them to achieve targets • Provide training and guidance to them.

Post : Business Development Officer Generate leads and acquire customers for Gold Loans and CASA through field visits and marketing activities. Clearly explain product features, benefits, and terms to ensure customer understanding. Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 97244 79846 HR Fenil Perks and benefits Incentive + PF + Mobile with Several

Dear Candidates !! Greetings from Muthoot Fincorp Ltd !! Mega Walk In Drive of Relationship Manager / Sr. Relationship Manager -Wealth Job Location s: Lucknow & Kanpur Interview Date & Timings : 26th-Jun-25 & 27th-Jun-25 ( 11:00 am - 3:00 pm ) Interviewer Name : Mr . Vinit Kumar Singh ( State Head - Wealth ) & Ms . Eshaa ( HR ) Venue Details :- Muthoot Fincorp Ltd. Unit no- 510, 511, 512, 514, 5th Floor , plot no TCG1/AV6, TCG 1/AV7,Experio Building , Vibhuti Khand , Gomti Nagar , Lucknow , Uttar Pradesh , 226010 Offered CTC : As per market Standards Minimum Qualifications and Experience: Graduate in any stream. 3 to 5 years experience in BFSI/NBFC sector. B2C and local location experience is must required. Key Responsibilities - Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance. . Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations. Interested Candidates can share me CV at eshaa.g@muthoot.com Thanks and Regards, Eshaa Junior Manager- HR Muthoot FinCorp Ltd.

Keysight Technologies is looking for R&D Engineer 1, Software to join our dynamic team and embark on a rewarding career journey Analyzing customer needs to determine appropriate solutions for complex technical issues Creating technical diagrams, flowcharts, formulas, and other written documentation to support projects Providing guidance to junior engineers on projects within their areas of expertise Conducting research on new technologies and products in order to recommend improvements to current processes Developing designs for new products or systems based on customer specifications Researching existing technologies to determine how they could be applied in new ways to solve problems Reviewing existing products or concepts to ensure compliance with industry standards, regulations, and company policies Preparing proposals for new projects, identifying potential problems, and proposing solutions Estimating costs and scheduling requirements for projects and evaluating results

Keysight Technologies is looking for R&D Engineer 1, Software to join our dynamic team and embark on a rewarding career journey Analyzing customer needs to determine appropriate solutions for complex technical issues Creating technical diagrams, flowcharts, formulas, and other written documentation to support projects Providing guidance to junior engineers on projects within their areas of expertise Conducting research on new technologies and products in order to recommend improvements to current processes Developing designs for new products or systems based on customer specifications Researching existing technologies to determine how they could be applied in new ways to solve problems Reviewing existing products or concepts to ensure compliance with industry standards, regulations, and company policies Preparing proposals for new projects, identifying potential problems, and proposing solutions Estimating costs and scheduling requirements for projects and evaluating results

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Hyderabad Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Branch Sales Executive 5. Senior sales Executive 6. Relationship Manager Walk In Interview Address : Bandhan Bank - Abids Branch Ground floor, House No.4-3-371/A/B1/B2, Situated At Ward No 4 Block 3, Devka Mahal Abids, Bank Street, Hyderabad - 500095 Date 21-June-2025 Time 10:00am to 4:00pm Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity.

We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Job Title: Sales Manager Premium Banking Location: New Delhi, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Their experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How we’ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

Role & responsibilities -The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors -Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPO’s, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) -Training and driving IFDs to achieve sales of financial products on ongoing basis-The person should have good understanding of client (IFDs) needs in Primary market products -Acquiring new IFDs & advising them on primary market products-Organising events to develop the Business of IFDs

Role & responsibilities Job Description 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Preferred candidate profile Candidate with Excellent communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum 0.6 -2 years 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

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 Officer-Acquisition 3) Relationship Officer- Business Accounts 4) Branch Relationship Manager Branch Banking (Team Handling role). 5) Bank Officer Corporate salary 6) Relationship Officer Corporate salary Age Group: 18 Years to 38 Years Maximum.

Designation: Bank Officer Branch Banking Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins. 2. Drive cross-selling of banking products and services to existing and new customers. 3. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. 4. Achieve monthly and quarterly sales targets as defined in the performance scorecard. 5. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: 1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility. 2. Drive liability acquisition by building and maintaining strong customer relationships. 3. Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking. 4. Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers. 5. Support overall branch performance by contributing to both customer service and compliance standards. 6. Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues. 7. Ensure adherence to internal processes, audit requirements, and regulatory guidelines. Educational qualifications preferred Bachelor of Applied Science - BASc, Bachelor of Architecture - BArch, Bachelor of Arts - BA, Bachelor of Business Administration - BBA, Bachelor of Commerce - BCom, Bachelor of Education - BEd, Bachelor of Engineering - BE, Bachelor of Fine Arts - BFA, Bachelor of Laws - LLB with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5 - 3 years 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, Acquisition Targets, Average Ticket Size, Boarding Rate, Lead Conversion Rate, Cross-Sell Ratio, Customer Retention Rate, Referral Generation, Campaign Effectiveness, Onboarding Satisfaction Rate, Account Opening Turnaround Time. 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

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

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.

JOB PURPOSE This position is responsible for review and report all the BS accounts and providing Entity/Sector/Group level analysis on the financial transactions and potential impact on the carrying balances in the Accounts. Ensures review of SAP Trail Balances of all sectors / group companies for Balance sheet review and compliance. ORGANISATION CHART KEY ACCOUNTABILITIES Accuntabilities KPIs Accounting Financials: 1. Review balance sheet GL items and possess practical experience in balance sheet reconciliations. 2. Review Trial Balance, identify and coordinate with business for open items. 3. Ensure balance sheet information is accurate. The balance sheet reconciliation process includes cross-checking balances and entries with documentation (e. g. , Bank Statements, Invoices, Fixed Deposits, Corporate Deposits and Share Certificates agreements etc. , ). 4. Review of all the Provision entries 5. Finding and preparing balance sheet exposure related transaction 6. Knowledge in SAP and Advanced Excel 7. Extract reports from SAP and prepare schedules. a. Preparation of Schedule for Debtors Aging report, Creditors Aging report, Fixed Assets, Employee Loan, Corporate loans and investments, Prepaid exps, Deposits etc. , 8. Assist the business for Statutory, Internal Tax audits. Adherence to month-end Calendar Statutory Compliance: Review of all statutory related assessments and returns status as per company requirements : like o half yearly GST returns. o Review of TDS Receivable/Refund status. o TDS / PF / PT / ESI/ Payments etc. , Timeliness and Accuracy No Penalty KEY ACCOUNTABILITIES - Additional Details EXTERNAL INTERACTIONS INTERNAL INTERACTIONS Cross functional business / SSC teams Excellent interpersonal skills and lead team FINANCIAL DIMENSIONS OTHER DIMENSIONS Approx. 50 entities managed Ability to teach and coach team members Ability to work well under pressure and prioritize multiple tasks towards meeting all deadlines EDUCATION QUALIFICATIONS Commerce Graduate CA Inter\ MBA. RELEVANT EXPERIENCE 5 to 7 years of experience in finance and accounts department of a large organization Min 3 years of experience in preparing financials and balance sheet reconciliations and in a supervisory role Good in SAP and MS Office ( Excel) COMPETENCIES Entrepreneurship Capability Building Social Awareness Planning Decision Making Execution Results Strategic Orientation Problem Solving Analytical Thinking Networking Personal Effectiveness Teamwork Interpersonal influence Stakeholder Focus

Role & responsibilities:- Responsible for Organizations Investment Portfolio Manage Branch Sales, Operations & Compliance Guidelines Team Management Lead Generation & Sales Closing Ability Better Negotiation, Training & Communication Skills Preferred candidate profile:- Any graduate with 2-6 years sales experience in any financial institutions/insurance field. Benefits:- Provides salary-best in the industry based on experience & performance. Additional sales incentives. Offers quarterly contest incentives/foreign trips.