430 Saving Account Jobs - Page 2

Role/ Job Title: Associate Manager-Acquisition (Current/Household)-Sales Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and savings products, and closing the sales. Also, to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of current and savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisition in terms of constitution, product and segment mix On-boarding and activating customers on digital platforms Assist Senior Sales Manager in catchment mapping and branch scoping exercises. Provide regular feedback to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities. Ensuring adherence to sales compliance and SOPs defined by the organization. Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations. Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibility for IDFC First Bank Working on key central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service offerings to customers. Education Qualification: Graduation: Any Graduate Experience: 1 to 4 years of relevant experience

We have organised Recruitment Drive at Vadodara on 25th June 2025!! All the interested ones can come for the walk-in recruitment drive and be a part of our wonderful team at Au Small Finance Bank. Venue for walk-In Recruitment Drive : AU Small Finance Bank Shop No 26 to 28, Silver Arcade, Mujmahuda Road, Near Royal Orchid Hotel, Akota, Vadodara. Contact Person: Jay Modi jay.modi1@aubank.in 8980037156 Interview Time: 10 am To 4 pm 1. Bank Officer Branch Banking - CASA Sales Minimum 1 year experience in field sales of Branch Banking Products. Freshers with flair for sales can also apply. Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers

JOB ROLE: Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel.

Instrumental in augmenting sales target of casa End-to-end process of customer transactions , managing issue Relationship Management profile involving acquiring, growing , deepening HNI customer relationships through effective relationship management

CASA Acquisition: Source and acquire new CASA customers through various channels. - Relationship Building: Build and maintain relationships with existing and potential customers. - Product Knowledge: Understand and promote CASA products

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

CASA, sales

Role & responsibilities Acquiring New Clients: Focus on acquiring new-to-bank customers, especially HNIs, through individual efforts. Selling TPP and Generating Revenue: Cross-sell third-party products and drive revenue generation. Building CASA Book Size: Contribute to the growth of the bank's CASA book size. Customer Engagement: Build and maintain strong relationships with clients, understanding their needs and offering suitable products. Achieving Sales Targets: Meet monthly and annual sales targets set by the bank. Relationship Management: Develop and maintain strong relationships with clients, ensuring long-term success. Market Analysis: Monitor market trends and competitor activities to identify opportunities.

Key Responsibilities: Customer Acquisition: Develop and implement strategies to acquire new high-value customers for premier banking services. Relationship Management: Build and maintain strong relationships with existing and potential clients. Sales and Revenue Generation: Achieve business objectives by meeting value, volume, and channel productivity targets. Product Knowledge: Possess a thorough understanding of the bank's premier banking products and services. Cross-Selling: Identify opportunities to cross-sell other products and services to clients. Market Knowledge: Stay informed about market trends and competitor activities. Compliance: Adhere to all bank policies and regulations. Reporting: Maintain accurate records and provide regular reports on acquisition activities.

Role & responsibilities 1. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics 2. Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel 3. Responsible for leading a large Sales Channel comprising of Team Leaders and Sales Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams 4. Mobilize Business for Current Accounts and Savings account 5. Drive Numbers and Value 6. Recruit and train the team members on regular basis 7. Organize various lead generation activities for his/her branch 8. One point contact for the TM in case of any grievance from customer's side 9. Go along with the team members on calls while meeting some important customers. 10. Ensure that the quality of services is maintained as per the standards set. 11. Ensure that the defined parameters for opening of a new account are met in terms of documents collected, IP cheque.

Job Description of SDA- Non Cash (Aspire) Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories ERV and NTB growth as per targets set for the branch Achieve overall deposits growth Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.) Achieve certification on all the products being sold through the branch Adherence to policies and guidelines such as KYC & AML Customer Services: Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint management Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfaction Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teams Ensure quality customer service is delivered disseminating required product information Recording complaints as per the specified process and resolving all complaints received from customers within the stipulated TATs Ensure appropriate customer communication on closures Preventive complaint management, asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Portfolio Management Candidate will be responsible to manage Aspire Banking Customer Portfolio of the bank (subject to creation of Aspire Banking Portfolio in the branch) Identify existing/new customers who meet Aspire banking program criteria and upgrade these customers under the Aspire Banking program in line with the program criteria Ensuring that customers make RBL their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scoping is done and products are targeted accordingly Sales to family members and associates which have been grouped together Relationship enhancement by cross selling other bank products. Regular customer contact to establish needs of the customer and opportunities to cross-sell Meet the Performance Score Card Achieving of portfolio level benchmarks of contactibility, Family grouping, Product Cross, channel Activation Achievement of income plans and other benchmarks Ensure that business plans for the month/quarter/year are duly met across products Service benchmarks are met Education: Graduation must (min. score of 50%) Competency: - Sales and Influencing Skills - Banking Product & Process Knowledge - Planning and Organizing Skills - Communication Skills - Customer Service - Customer portfolio management skills Certification (Preferred): AMFI Certification IRDA

Sales Activities Conduct open market and field sales Acquire Saving/Current accounts through various activities Engage in cold calling and follow-up with references Work on geographical areas to meet sales targets Customer Relationship Management Build and maintain relationships with existing customers Cross-sell financial products to existing customers Understand customer needs and provide suitable solutions Track and resolve customer queries and complaints Target Achievement Achieve sales targets for accounts and cross-selling Monitor and report on sales performance Implement strategies to enhance customer value Coordinate with internal teams to facilitate product awareness

Role & responsibilities Provide financial solutions to the customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics and assets in the bank. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by cross selling the Bank\\\'s products and services/ third party investment products. Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads. Achieve targets as assigned by the organization on a monthly basis. Record and track all engagement activities through the CRM system.

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify opportunities for cross-selling of banking products such as Liabilities, Casa, Current Account, Saving Account, etc. Develop and maintain strong portfolio management skills to maximize revenue growth. Provide exceptional customer service to ensure client satisfaction and retention. Collaborate with internal teams to resolve complex issues related to HNI client handling.

Role & responsibilities - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing bank products to customers. - Informs customers of new products or product enhancements to further expand the banking relationship. - Plans and conducts special sales initiatives and events for prospective and existing clients. - Coordinates with other group companies to provide seamless access to other products. - Maintains complete relationship record for assigned customer accounts. - Tracks customer complaints/queries and turnaround times for customer satisfaction Fresher who is interested in Field sales can apply.

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

Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 10 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 28-06-25 Timing :10 am to 1 pm Equitas Small Finance Bank Ltd Interview Venue: Equitas Small Finance Bank No 1217, JS Empire,3rd Floor, Trichy road Coimbatore 641021. Landmark - Above Airtel Showroom.

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 ( Don't call, only WhatsApp)

Job description Role & responsibilities To acquire new quality customers and cross sell various products as desired by the Bank from time to time(Current Account, Saving account, insurances, fixed deposits etc. ) To ensure accurate, timely and error free processing of customer service requests To overcome problems using guidelines and escalate with expediency, when necessary. Meet the budgeted financial targets - every quarter. To ensure the best visual impact of the branches on customers Preferred candidate profile Should have Banking Experience. Should have strong communication skills Should have Banking Sales Experience. Should be okay with moving to the field and selling bank's Products. Interested candidate can share their CVs to janakirao.suravarapu@dcbbank.com

Role & responsibilities Responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Expected Candidate Age:-Minimum 21 to Maximum 30 years Profile Education: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects/ Skills: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’ Knowledge of regulatory guidelines

Plays a pivotal role in driving growth, profitability, and customer satisfaction within the Retail Banking segment. Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Ownership of Underperforming RMs basis K.O parameters i.e. Income, Credit Card, Digital, Retail Assets, Business Assets, Insurance, CASA Units. Developing strategies to achieve ambitious financial targets, drive revenue growth through effective sales strategies, cross-selling, and upselling of financial products and service to ensure to have maximum market share. Key decision-maker, fostering a strong customer-centric culture while ensuring compliance with all regulatory requirements Monitor and Manage branch financial performance and expenses efficiently, optimizing resource utilization and controlling costs. Analyze financial performance data to identify areas for improvement and implement corrective actions. Ensure timely and accurate reporting of all financial data to higher management. Foster a cohesive and productive work environment to enhance team productivity and engagement by timely trainings, guidance and mentorship.

Role & responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Preferred candidate profile BFSI/Banking Experience : Candidates must have 2-6 years of experience in the BFSI sector and currently hold a position as a Relationship Manager or an equivalent role in a bank. Mandatory Min Qualification : Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals

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.