Jobs
Interviews

1460 Retail Banking Jobs - Page 4

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

10.0 - 20.0 years

15 - 25 Lacs

Bengaluru

Work from Office

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

Posted 6 days ago

Apply

1.0 - 6.0 years

3 - 6 Lacs

Madurai, Pudur

Work from Office

We are looking for a highly skilled and experienced Branch Manager to lead our retail team in Equitas Small Finance Bank. The ideal candidate will have 1-8 years of experience in the BFSI industry, with a strong background in managing teams and driving business growth. Roles and Responsibility Manage and supervise a team of retail banking professionals to achieve business objectives. Develop and implement strategies to increase customer acquisition and retention. Build and maintain relationships with key stakeholders, including customers, colleagues, and external partners. Analyze market trends and competitor activity to identify opportunities for growth. Ensure compliance with regulatory requirements and internal policies. Foster a culture of excellence and continuous improvement within the team. Job Requirements Proven experience in retail banking or a related field, with a minimum of 1 year of management experience. Strong leadership and communication skills, with the ability to motivate and inspire teams. Excellent problem-solving and analytical skills, with attention to detail and accuracy. Ability to work in a fast-paced environment and adapt to changing priorities. Strong knowledge of banking products and services, with the ability to stay up-to-date on industry trends. Experience working with small finance banks or similar institutions is preferred.

Posted 6 days ago

Apply

7.0 - 12.0 years

10 - 20 Lacs

Bhopal, Indore, Jaipur

Work from Office

1.Head the Branch 2.Manage the team of Relationship Managers & Operations Team 3.Plan & Achieve the Revenue target 4.Compliances 5.Customer Satisfaction Required Candidate profile 1.Should be currently a Branch Manager. 2.Very Senior Relationship Managers may also be considered 3.Proven Track Record with Large Pvt Banks Perks and benefits Excellent Benefits and Rewards Structure

Posted 6 days ago

Apply

7.0 - 12.0 years

12 - 22 Lacs

Ahmedabad, Surat, Vadodara

Work from Office

1.Head the Branch 2.Manage the team of Relationship Managers & Operations Team 3.Plan & Achieve the Revenue target 4.Compliances 5.Customer Satisfaction Required Candidate profile 1.Should be currently a Branch Manager. 2.Very Senior Relationship Managers may also be considered 3.Proven Track Record with Large Pvt Banks Perks and benefits Excellent Benefits and Rewards Structure

Posted 6 days ago

Apply

7.0 - 12.0 years

12 - 22 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

1.Head the Branch 2.Manage the team of Relationship Managers & Operations Team 3.Plan & Achieve the Revenue target 4.Compliances 5.Customer Satisfaction Required Candidate profile 1.Should be currently a Branch Manager. 2.Very Senior Relationship Managers may also be considered 3.Proven Track Record with Large Pvt Banks Perks and benefits Excellent Benefits and Rewards Structure

Posted 6 days ago

Apply

7.0 - 12.0 years

12 - 22 Lacs

Pune, Delhi / NCR, Mumbai (All Areas)

Work from Office

1.Head the Branch 2.Manage the team of Relationship Managers & Operations Team 3.Plan & Achieve the Revenue target 4.Compliances 5.Customer Satisfaction Required Candidate profile 1.Should be currently a Branch Manager. 2.Very Senior Relationship Managers may also be considered 3.Proven Track Record with Large Pvt Banks Perks and benefits Excellent Benefits and Rewards Structure

Posted 6 days ago

Apply

0.0 - 2.0 years

1 - 2 Lacs

Angul, Gamharia, Bankura

Work from Office

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Gamharia,Angul,Bankura,Basirhat,Basudebpur,Bhabanipur,Bhagalpur,Birbhum,Biswanathpur,Dhaka,Dogachia,Domjur,Ekangarsarai,Gopiballavpur,Hooghly,Howrah,Jagatsinghapur,Jainagar,Jhargram,Mathura,Medinipur,Midnapore,Nadia,Nayagarh,Parganas,Paschim,Patapur,Purba Champaran,Puri,Rae,Rajgir,Sahebganj,Takipur

Posted 6 days ago

Apply

3.0 - 8.0 years

3 - 7 Lacs

Balod, Rajnandgaon, Mohla

Work from Office

Dear Candidate, Greetings from HDFC Bank!!! We are hiring into Retail Branch Banking for below mentioned roles. Profiles- Pref RM SBL RM Locations- Balod Rajnandgaon Near by locations. Job Description Cross selling of bank products, Client acquisition, HNI client handling, Portfolio Management. Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry. Required Candidate profile Min 3+ years in banking / NBFC & Direct sales is required. Perks and Benefits Best in the Industry Pass on to your friends and help them find a good opportunity.

Posted 6 days ago

Apply

0.0 - 2.0 years

1 - 2 Lacs

Aligarh, Alwar, Baghpat

Work from Office

Primary Responsibilities: Business Financials Meet the set targets on GL in terms of open market acquisition and repeat GL loans Convert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officers Share customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by Ujjivan Interact with customers in a courteous and professional manner provide prompt efficient and accurate services Ensure timely insurance claim settlement for hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal Process Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTs Individual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms. Coordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactions. Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy Program Give the detailed field reports to ACRM and discuss field related issuesLearning Innovation. Maintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines. Location - Aligarh,Alwar,Baghpat,Bamanwas,Bari,Beawar,Bulandshahr,Fatehabad,Jaipur,Jhajjar,Kalan,Karanpur,Kotli,Meerut,Muzaffarnagar,Rampur,Sameli,Shyampur,Sikar,Sirsa,Sultanpur,Tikari

Posted 6 days ago

Apply

4.0 - 7.0 years

5 - 9 Lacs

Ambarnath, Ahmedabad, Ahmednagar

Work from Office

Position description: This role is responsible for driving theentire business targets for liabilities assigned to the branch; Manage exceptionalcustomer service, proactive sales environment and efficient branch operations, while adhering to regulations/compliance requirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branch operations, cash management and servicequality; work closely with product and marketing teams to drive campaigns attheir branches. This role monitors daily performance of branchstaff and manages a team of 10 to 15 employees. This role manages leadership reporting ofBOO/BOSM & BSM. In certain cases will have dotted linereporting of few Silver & Gold Branch Heads reporting to them This role is assigned higher targets for theirrespective branches and is applicable only to Platinum & Titanium Branches. Primary Responsibilities: BusinessImplement branch specific marketing communication strategies to continuously strengthen the Ujjivan brand. This role is responsible for driving the entire business targets for liabilities assigned to the branch Manage exceptional customer service proactive sales environment and efficient branch operations while adhering to regulations compliance requirements. Focus on retaining existing customers increasing the customer base and crossselling Ujjivan products and services Oversee branch operations cash management and service quality work closely with product and marketing teams to drive campaigns at their branches Monitor daily performance of branch staff. To manage a team of 10 to 15 employees. To manage leadership reporting of BOOBOSM BSM In certain cases they will have a dotted line reporting of few Silver Gold Branch Heads reporting to them Will be assigned higher targets for their respective branchesCascade targets the branch targets to the respective staffs and ensure achievement is tracked through periodic reviews Ensure all deferrals taken are cleared within the specific period Monitor the overall portfolio of the branch ensure adherence to compliance and regulatory norms are metService Quality Ensure customers are educated about all productsservices offered by Ujjivan Ensure courteous customer service is offered to customers by the branch staff Reduce customer attrition by guiding CCRs on exit interviews customer engagement programs etcLead customer connect initiatives in the branch vicinity Operations Oversee and ensure efficiency in branch ATM operations through adherence to TAT for various internal and customer end processes drive utilization of alternate channelsEnsure compliance with banking guidelines quality framework and audit requirements ensure speedy resolution of any audit observations and take necessary steps to prevent recurrenceensure compliance with Know Your Customer KYC Anti Money Laundering AML audit and other regulations applicable laws in the branch Monitor control minimize all expenses in the Branch such as telephone consumption of stationery computer consumables electricity and other overheads without sacrificing quality. Oversee accurate cash management and tallying of accounts in the system through the CashierAccountable for branch safety including security of cashvault etc Learning Performance Ensure that all members of the Branch staff are up to date on all relevant circulars and all productsservices offered in the Branch Ensure adherence to training mandays mandatory training programs for self and reporteesEnsure goalsetting midyear review and annual appraisal process within specified timelines for self and reportees Monitor performance of staff against defined goalsmetrics and take corrective action wherever required undertake disciplinary and attendance monitoring for liabilities sales team and branch operations team Coordinate with state HR on people related matters support branch activities to foster teamwork and continuously make Ujjivan a great place to work Ensure coordination between staff of different teams to build a collaborative spirit and shared sense of purpose which could also enable crosssell and overall target achievement Location - Ahmedabad,Ahmednagar,Ambarnath,Anand,Aurangabad,Vadodara,Bhuj,Borivali,Chembur,Chowk,Dombivli,Gandhidham,Gandhinagar,Gondiya,Goregaon,Jalna,Kolhapur,Mira,Mumbai,Nagpur,Nanded,Naroda,Nashik,Pimpri,Pune,Rajkot,Santacruz,Sion,Surat,Thane,Vashi

Posted 6 days ago

Apply

0.0 - 2.0 years

1 - 2 Lacs

Davangere, Dharmapuri, Cuddalore

Work from Office

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy Program Give the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Cuddalore , Davangere , Dharmapuri , Haveri , Hosanagara , Hukeri , Kanakapura , Madurai , Magadi , Nagapattinam , Pappireddipatti , Rajanagaram , Shikaripara , Tiruvannamalai , Tirunelveli , Tiruchirapalli , Vellore , Viluppuram , Virudhachalam

Posted 6 days ago

Apply

4.0 - 7.0 years

3 - 7 Lacs

Aligarh, Ajmer, Alwar

Work from Office

Position description: This role isresponsible for driving the entire business targets for liabilities assigned tothe branch; Manage exceptional customer service, proactive sales environmentand efficient branch operations, while adhering to regulations/compliancerequirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branchoperations, cash management and service quality; work closely with product andmarketing teams to drive campaigns at their branches. Theincumbent monitors daily performance of branch staff and manages a team of 5 to7 employees. This roleis applicable only to Gold & Silver Branches. Primary Responsibilities: Business Implement branch specific marketing & communication strategies to continuously strengthen the Ujjivan brand. This role is responsible for driving the entire business targets for liabilities. Location - Ajmer,Aligarh,Alwar,Badnagar,Baghpat,Baran,Barara,Basti,Bharatpur,Bathinda,Bijnor,Bulandshahr,Deoli,Deoria,Dhar,Fatehabad,Fazilka,Firozabad,Gidderbaha,Goniana,Hanumangarh,Hapur,Jaipur,Jabalpur,Jaunpur,Jhalawar,Kalan,Kapurthala,Kekri,Khandwa,Kishangarh,Kota,Madhwapur,Maharajganj,Malout,Meerut,Muktsar,Nagar,Nagda,Naraingarh,Narnaul,Pithampur,Rajnandgaon,Rewari,Roorkee,Saharanpur,Samrala,Sandila,Sangrur,Sawali,Sameli,Shikohabad,Sikandrabad,Sikar,Sultanpur,Suratgarh,Ujjain,Yamuna

Posted 6 days ago

Apply

0.0 - 1.0 years

1 - 5 Lacs

Chennai

Work from Office

Skill required: Core Banking Operations (incl. Payments) - Retail Banking Card Operations Designation: Banking Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years Language - Ability: English(Domestic) - Intermediate About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business.Review the dispute claim to determine the authenticity of the card chargeback claim and honor the request as per regulation E. What are we looking for In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shiftsIn this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Posted 6 days ago

Apply

7.0 - 12.0 years

15 - 27 Lacs

Mumbai, Navi Mumbai, Mumbai (All Areas)

Work from Office

Role & responsibilities About the Role The official is responsible for overseeing compliance risk management for Retail Lending and Payments. Key Responsibilities - Regulatory adherence / monitoring implementation: Assessment of applicable regulatory guidelines and identifying the actions emanating from these guidelines. Ensuring that changes in applicable regulatory guidelines are promptly disseminated, along with actionable to the concerned business units / departments for implementation. Driving timely implementation of regulatory changes across various business Advisory / Consultative Role: Driving an effective compliance management program through formulation of policies, review of relevant MIS and timely escalation of issues. Advising business units on processes / controls from compliance standpoint to ensure adherence to the regulatory guidelines. Engaging with regulatory authorities to facilitate discussions and/or seek specific guidance on critical matters. Reviewing new products / change in product features, to be in alignment with the regulatory guidelines. Review of policies / internal guidelines from compliance perspective, before being disseminated to the units for implementation. Assisting with regulatory enquiries / examinations Monitoring / Assessment: Consistently monitoring the effectiveness of processes / controls through Key Compliance Indicators (KCIs), compliance testing. Identifying non-compliance / breaches through various sources like RBI RAR, Internal Audit, Operational Risk Reports, etc., advising business in carrying out root cause analysis and on remedial action plan. Conducting annual compliance risk assessment and identify critical units / focus areas for mitigation of compliance risk. Regular meetings with the business unit heads to discuss compliance matters / open issues. Assisting in development and administration of compliance training to business units. Reporting to Board / ACB / Governance forums: Reporting and Updating the Board / Audit Committee of the Board on important regulations and non- compliances / breaches observed in various areas. Participating in governance forums to advise business from compliance standpoint Preferred candidate profile Chartered Accountant, Company Secretary, MBA / Postgraduate with banking background with job experience of 6-12 years.

Posted 6 days ago

Apply

3.0 - 6.0 years

0 - 0 Lacs

navi mumbai, mumbai city

On-site

Job Profile: Branch Relationship Manager (Liabilities) (HNI) CASA Acquisition Retail Branch banking Portfolio Management & HNI Profile. A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.

Posted 6 days ago

Apply

0.0 - 4.0 years

2 - 4 Lacs

Noida, Ghaziabad, Faridabad

Work from Office

Relationship Manager- sales manager in a bank is responsible for selling bank products to its Retail customers. They can be involved in the selling of Credit Cards, Bancassurance (insurance provided by banks), CASA (Current Account, Savings Account).

Posted 6 days ago

Apply

0.0 - 4.0 years

2 - 4 Lacs

Faridabad, Gurugram, Delhi / NCR

Work from Office

Job Profile : Front desk Officer, banking operations, Customer Service officer, internet banking, ,Documentation Officer, Business Developing Executive,Acqsution Manager, personal banker, for freshers/ experience both can apply...

Posted 6 days ago

Apply

2.0 - 7.0 years

3 - 5 Lacs

Mohali, Chandigarh, Zirakpur

Work from Office

Candidate must have experience in at least years 2 + Years in BFSI Sales Products : Casa, life insurance , MF ,LI,GI , Current account, demat account , Acquisition, NTB & ETB Sourcing Age should be 28 years Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. - Ability to work in a fast-paced environment and meet sales targets

Posted 1 week ago

Apply

1.0 - 6.0 years

2 - 4 Lacs

Ahmedabad, Rajkot, Surat

Work from Office

Planning and coordinating agency activities to ensure business goals are met Implementing strategic plans and setting objectives for performance and growth Recruiting, training, and mentoring agency staff,achieving performance targets for sales

Posted 1 week ago

Apply

1.0 - 5.0 years

3 - 4 Lacs

Palakkad

Work from Office

Job Requirements Job Title - Deputy Manager-Acquisition(Current Account) Place of work - Palakkad, Kerala Business Unit - Retail Banking Function -Branch Banking Compensations - Best in class in the industry. In addition valuable service awards would apply. 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: 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 Qualifications: Graduate - Any discipline Part Time / Full Time - Full Time Experience: Minimum Number of Years 1-4 Industry BFSI Functional Area Sales Level / Capacity - Junior Management Work Experience Required 3+ years of experience in current account sales

Posted 1 week ago

Apply

1.0 - 5.0 years

1 - 3 Lacs

Patna

Work from Office

Role & responsibilities Customer Acquisition: Source new customers for Current and Savings Accounts (CASA) products through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into CASA accounts. Sales Targets: Achieve sales targets for CASA products and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value CASA customers and managing family banking relationships. Preferred candidate profile Education : Graduate/Postgraduate in any discipline from a UGC recognized university. Experience : 1-5 years of experience in CASA sales and a strong knowledge of financial products. Skills : Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes : Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

Posted 1 week ago

Apply

0.0 - 5.0 years

3 - 4 Lacs

Chennai

Work from Office

Premier Acquisition Manager CASA/ BB / GRA - RL Sales Walkin Drive on 23rd and 24th Jul 24 (Wed & Thursday) Grade: M1/M2 Acquisition of customers through group companies. Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TATs. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Graduates / MBA - Having more than 2-4 year work experience Venue : Kotak Mahindra Bank, No:40, Monteith Road, Egmore, Chennai - 600 008. Time : 11 AM to 3 PM Contact Person : Raju S - HR

Posted 1 week ago

Apply

8.0 - 12.0 years

10 - 11 Lacs

Agra

Work from Office

RPMG: Cluster Portfolio Manager - Tractor Loans INTERNAL USAGE No. of Vacancies Reports to Circle Portfolio Manager Is a Team leader Y Team Size Grade SM Business Retail Banking Department Retail Portfolio Management Group Sub - Department Tractor Loans Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Cluster Portfolio Manager handles multiple centers which handles Risk 60 portfolio. The Cluster Portfolio manager ensures NPA resolution and manages the portfolio as per the existing process. The Cluster Portfolio manager also ensures compliance with the audit procedures of the bank Key Responsibilities Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement Ensure minimum addition to the NPA pool by keeping the portfolio in check by maintaining the delinquency level Manage the team of Bucket Managers and ensure achievement of the monthly resolution targets Ensure adherence to the set process and audit requirements in place Ensure minimum forward flow from the buckets Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, processes and various policies of the bank Qualifications Graduation/ Post-Graduation from a recognized institute Min 5 yeas of relevant experience in NBFC/Banking Industry Role Proficiencies Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines

Posted 1 week ago

Apply

8.0 - 12.0 years

10 - 11 Lacs

Noida

Work from Office

RPMG: Cluster Portfolio Manager - SBB loans INTERNAL USAGE No. of Vacancies Reports to Circle Portfolio Manager Is a Team leader Y Team Size Grade SM Business Retail Banking Department Retail Portfolio Management Group Sub - Department SBB Loans Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Cluster Portfolio Manager handles multiple centers which handles Risk 60 portfolio. The Cluster Portfolio manager ensures NPA resolution and manages the portfolio as per the existing process. The Cluster Portfolio manager also ensures compliance with the audit procedures of the bank Key Responsibilities Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement Ensure minimum addition to the NPA pool by keeping the portfolio in check by maintaining the delinquency level Manage the team of Bucket Managers and ensure achievement of the monthly resolution targets Ensure adherence to the set process and audit requirements in place Ensure minimum forward flow from the buckets Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, processes and various policies of the bank Qualifications Graduation/ Post-Graduation from a recognized institute Min 5 yeas of relevant experience in NBFC/Banking Industry Role Proficiencies Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines

Posted 1 week ago

Apply

8.0 - 12.0 years

10 - 11 Lacs

Lucknow

Work from Office

RPMG: Cluster Portfolio Manager - SBB loans INTERNAL USAGE No. of Vacancies Reports to Circle Portfolio Manager Is a Team leader Y Team Size Grade SM Business Retail Banking Department Retail Portfolio Management Group Sub - Department SBB Loans Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Cluster Portfolio Manager handles multiple centers which handles Risk 60 portfolio. The Cluster Portfolio manager ensures NPA resolution and manages the portfolio as per the existing process. The Cluster Portfolio manager also ensures compliance with the audit procedures of the bank Key Responsibilities Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement Ensure minimum addition to the NPA pool by keeping the portfolio in check by maintaining the delinquency level Manage the team of Bucket Managers and ensure achievement of the monthly resolution targets Ensure adherence to the set process and audit requirements in place Ensure minimum forward flow from the buckets Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, processes and various policies of the bank Qualifications Graduation/ Post-Graduation from a recognized institute Min 5 yeas of relevant experience in NBFC/Banking Industry Role Proficiencies Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines

Posted 1 week ago

Apply
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Featured Companies