Role & responsibilities Manage the NRI acquisition channel performance from Business & Service Matrices Creation, distribution, and monitoring of portfolios to NRI sales team, in close coordination with central and line leadership Goal Sheet Management & Incentive structure for Channel Enablements for Higher Participation & Earners Payout Channel Manpower management and attrition control Introduction of training programs for Onboarding Journey, Productivity enhancement training programs & trainings for product, process, behavioral, goal sheet and system. Productivity improvement, PPI improvement Campaigns Management Defining Sales Management Processes and driving adherence to associated processes Close coordination with product teams to see higher conversion Manage the channel and central analytics team for targeted output through desired process Periodic review (Monthly) of target vs achievement with regional and central leadership, to have maximum impact of Tactical drives/ RnR projects Monitor performance and identify gaps and design strategies to cover the same Design and execute suitable RnR events for better traction of the channel Manage/enhance different product penetration within the portfolio in order to maximize PPI & C2G Manage daily drives through enabling MIS, suitable download to the channel team through attractive campaign and dipstick check to gauge the preparedness of the channel Preferred candidate profile Relevant exp in BFSI in business planning & analysis, sales strategy, MIS, stakeholder management, 4-7 years

Role & responsibilities • Planning NHT batches and conduct trainings and certifications while adhering to the stipulated timeliness Reinventing training modules by infusing humor/ making them interesting and corporate lessons thus making them more interesting and interactive. * Facilitate the learning process of the trainees by delivering the course curriculum and training them so as to help them acquire necessary skills for the process. Sample call quality check to be done to determine training needs on Soft skill/process basis the insights. Training needs analysis to be determined by inputs from Quality Officer and the Team Leaders Regular Coaching as per training needs. Performance evaluation of trainees. * Review processes and share feedback with the Quality head for improvements to enhance overall customer experience.

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID amisha.agrawal@v-konnect.com or Whatsapp Number 8109429473

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID amisha.agrawal@v-konnect.com or Whatsapp Number 8109429473

Role & responsibilities oversees the creditworthiness of borrowers taking out loans secured by securities. They evaluate loan applications, assess risks, and ensure compliance with lending regulations and company policies. This role also involves managing a portfolio of LAS loans, including monitoring performance, managing delinquencies, and preparing reports for management. Key Responsibilities: Credit Appraisal: Evaluate loan applications, analyze financial statements, and assess the risk associated with the underlying securities. Underwriting: Ensure loan proposals meet underwriting standards and credit policies. Portfolio Management: Monitor loan performance, manage delinquencies, and ensure compliance with loan covenants and security cover stipulations. Risk Management: Identify and assess risks associated with LAS loans and develop strategies for mitigation. Compliance: Adhere to regulatory requirements, company policies, and industry standards. Documentation: Prepare and review loan documentation, ensuring accuracy and completeness. Reporting: Generate reports on loan portfolio performance, credit risk, and other relevant metrics. Collaboration: Work closely with sales, operations, and legal teams to facilitate loan disbursement.

Role & responsibilities Responsible for leading and managing a sales team to achieve targets within the LAP segment. They develop strategies, build client relationships, and ensure the overall success of LAP sales. This involves identifying opportunities, recruiting and training the sales team, and managing the sales process from lead generation to loan closing. Key Responsibilities: Sales Strategy and Planning: Developing and executing sales plans to achieve targets for LAP products, identifying market opportunities, and monitoring trends. Client Relationship Management: Building and maintaining strong relationships with clients, both existing and potential, to ensure repeat business and customer satisfaction. Lead Generation and Sales Process: Identifying potential clients, generating leads, and managing the loan application and closing process. Performance Management: Conducting regular sales meetings, reviews, and performance evaluations to track progress and address issues.

Role & responsibilities • Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training /workshops/in coordination with partner teams Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of clients

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID amisha.agrawal@v-konnect.com or Whatsapp Number 8109429473

Experience in AutoCad building drawings, Electrical Drawing, 2D Drawings, Experience in Shop drawings, ceiling drawings, wastage calculations, Good to have: Experience of SolidWorks,

Roles and Responsibilities Manage accounts receivable, payable, and inventory for interior design projects. Prepare financial reports and statements using Tally software. Ensure compliance with GST regulations and maintain accurate records. Coordinate with clients to resolve billing queries and issues. Maintain a high level of accuracy in all financial transactions.

Managing social media accounts and ensuring the consistency of all content with the company's messaging and values Repurposing and optimising content for various platforms Monitoring and analysing user metrics and engagement Creating engaging content for the target audience Creating social media advertisements Scheduling content release times for engagement Developing and creating social media graphics Maintaining a secure database of login credentials for all social media accounts

Role & responsibilities Business Acquisition Acquires new accounts & deepens relationship with accounts of Trusts, Associations, Societies, Club's, Religious Institutions, and Educational Institutions etc with a focus on quality of accounts Identifies prospective customers & convert them into real business opportunities through careful understanding and analysis of customer requirements and accordingly suggests suitable products and solutions Strives to meet and exceed targets to achieve the annual business goals Generate Incremental Business Assesses & evaluates the client needs & generate new revenue through cross sell opportunities Customer Management Deepens existing portfolio to ensure customer stickiness by understanding how the collection of funds happen or if there are any current challenges being faced in the payment cycles. Accordingly propose suitable bouquet of products/solutions to keep customer interest intact and result in higher repeat transactions Conducts Periodic review of under-performing customers & draws an action plan for improvement Ensures superior client experience through prompt response to customer queries and adopting a hands on approach Process Efficiency Monitors process efficiency and provides inputs for improvement Gathers Market intelligence & tracks Competition Best Practices Ensures full awareness of all the policies and procedures issued in relation to products / KYC / AML policy People Management Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Interested candidates can share their updated cv @ chinar.soni@v-konnect.com or can whatsapp or call @ 9646816489

To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts

Role & responsibilities Experience of Dealing with Clients across India. Auto Cad Knowledge understand CNC Machines and has some experience with Flat Bed CNC cutting machines Basic Knowledge of Thermoforming proces Experience in Production handling, Team management, Production scheduling, motivating team PPC Knowledge. Production planning Different Plant operations

To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Credit Evaluation: Conduct financial analysis, including cash flow assessments and risk profiling of borrowers in the CRE sector. Financial Due Diligence: Review balance sheets, P&L statements, and creditworthiness of potential borrowers. Portfolio Monitoring: Track loan performance, flag risks, and assist in credit monitoring processes. Reporting & Documentation: Prepare credit reports, risk assessments, and internal presentations for senior management review. Regulatory Compliance: Ensure adherence to internal policies and regulatory guidelines for credit underwriting. Stakeholder Coordination: Work closely with business teams, credit committees, and external agencies for smooth credit evaluation.

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment. Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business. Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products Drives revenue business to generate fee income through products like mutual funds, investments and insurance Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or WhatsApp Number 9893057024