3,942 Banking Products Jobs

Role : Unit Sales Manager - Branch Banking Band VA/B Business Group Retail Vertical Branch Banking Location:  Bangalore/Hyderabad Role Objective Responsible for channel management in the area assigned Cultivating and maintaining relationship with channel partner and branch staff Conducting training programs for the branch staff, particularly private banking RMs to facilitate the cross selling of general insurance products. Conducting weekly visits to assigned ICICI bank branches Implementation of sales strategy, revenue generation and achieving targets Responsible for objection handling and aiding sales process carried out by channel Managing Retention, with special focus on health products. Skills Required : Relationship Management Sales Experience with product knowledge Stakeholder Management GI industry knowledge Competencies Required: Problem Solving Good communication skills Collaborating & Result Oriented

Direct Bank payroll job in phone banking process at Andheri - Excellent English Communication- Location boundary (Churchgate to Virar) (CST to Ghatkopar)- Must have scored min 60% in SSC, HSC and Graduation- Must try to get min 40 marks in Assessment Test Immediate Joining > Need Graduate Freshers only (No CA/Dr./ BSC / BSC . IT profiles)> Freshers as well as experienced can apply.> Need Excellent comms with MS Excel & Word Knowledge (B28 high quality)> Candidates have to answer inbound calls and assist customers with their Queries/Requests/Complains related to their banking products like Savings A/c, Current A/C, Credit Cards, etc> Raise Requests & Complaints on behalf of the customer in the CRM tool.> Candidate should be fluent in English as well as Hindi.> Age - Up to 35 years> Male / Female both can apply.> No transportation facility will be provided.> Salary - Up to 37,000 (5,00,000 ctc)> Extra Benefits: PF deduction, salary on Bank Payroll, Self-Mediclaim> Shift Timings : Male - 6 am to 12.30 am (any 9 hrs) & Females - 8 am to 8 pm (Any 9 hrs)> 6 days working, 1 rotational offs. Interested can call on 8898527268 or email on infoekta1@gmail.com

Job Title: Technical Support Executive Voice Process Location: Bangalore Job Type: Full-Time / Rotational Shifts / Remote or Onsite Experience: 0 to 6 years Salary: 800000 Job Summary: We are seeking a dedicated and customer-focused Technical Support Executive to handle voice-based support queries. The role involves troubleshooting technical issues, guiding users through solutions, and ensuring a high level of customer satisfaction via inbound or outbound calls. Key Responsibilities: Answer inbound calls and assist customers with technical issues related to software, hardware, or services. Provide step-by-step solutions over the phone in a clear and concise manner. Record customer interactions and details accurately in CRM/ticketing tools. Escalate unresolved issues to appropriate internal teams when necessary. Follow up with customers to ensure their issues are resolved to satisfaction. Meet or exceed performance metrics such as first-call resolution, call handling time, and customer satisfaction scores. Stay updated with product knowledge and process changes. Required Skills & Qualifications: Excellent verbal communication skills in English (and any regional language if applicable). Ability to communicate technical information to non-technical users. Good problem-solving and analytical skills. Familiarity with Windows/Mac OS, networking, and common software applications. Prior experience in a call center or technical support environment is a plus. Bachelors degree or equivalent; technical diploma is advantageous. Preferred Attributes: Patience and empathy when dealing with frustrated users. Ability to work under pressure and manage high call volumes. Flexibility to work in rotational shifts, including night shifts and weekends.   Contact point : Aditya - 9686682465 / 7259027282 / 9686682466 / 7760984460 / 9686454294 / 7022984418

Hiring for Virtual Relationship Manager/Wealth Manager   Need minimum 2 years of experience in banking sales. ( on paper ) Qualification - Graduation Mandatory with Degree Certificate Excellent English & Hindi communication Banking and Life Insurance background Experience is needed. Location- Thane & Hitech City (Mumbai & Hyderabad)Day rotational Shifts for Females (Day Shift) Rotational Shifts for males. (Including Night Shift) Salary - Experienced upto 10 LPA. (Decent hike on last package ) Age Limit- 32 Shifts - Rotational shift with 6 rotational week off in a Month. Roles and Responsibilities  -Responsible for depending customer relationships to increase customer relationship value - Responsible for driving quality engagements over call with customers by following industry best practices - Responsible for increasing mobile banking adoption and drive initial login on Optimus app -CASA value build up and new client acquisition and increase in 'Product Holding Per Customer' within mapped portfolio - Responsible for cross-sell of pre-approved products such as Credit Card and other offers to increase products per customer - Ensure all customer profiling for mapped customers and presented with suitable banking products as per their need and requirement - Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs. - Ensure monthly operating plan is met to improve scorecard and decile rankings. - Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement. - Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks. - Ensure strict adherence to the bank policies and compliance - Pitch Relationship Banking program benefits and eligibility criteria to customers and on-board customers/groups to the RB program Provide best in-class customer service to all clients to become their primary banker   Interested candidates can call on 9619990998

Position- Banking Client- Telecalling Job Type: Work from Office Process: Inbound voice process Qualification: 10+2 OR Graduate Experience: Freshers OR Experience (Tele calling) Language Proficiency: Good Communication Skills Assessment: VETI 4 in Versant Known Languages : English + Tamil, English + Kannada, English+ Malayalam Job location :Kukatpally - Hyderabad CTC : 2.5LPA to 2.7LPA To apply please connect Varalakshmi on - Varalakshmi.Y@Livecjobs.com or call on 7995831110  Key responsibilities and Accountability * Engaging in active listening with customers, confirming, or clarifying information and diffusing angry customers, as needed. * Understanding client requirements and offering product; accordingly, answering potential customers questions and follow-up call questions * Need to adhere to the shift adherence  To apply please connect Varalakshmi on - Varalakshmi.Y@Livecjobs.com or call on 7995831110  

Roles and Responsibilities Banking Officer (CASA Sales) 1. CASA Acquisition & Sales Identify and acquire new customers for Current Account (CA) and Savings Account (SA) products. Conduct field visits, cold calls, and lead generation activities to achieve daily/monthly acquisition targets. Cross-sell banking products such as debit cards, insurance, digital banking, and overdraft facilities. 2. Customer Relationship Management Build and maintain strong relationships with new and existing customers. Ensure high-quality customer onboarding and activation. Provide excellent customer service and resolve customer queries related to CASA accounts. 3. Portfolio Management Ensure activation of newly opened accounts and monitor customer transactions. Improve customer engagement through regular follow-ups and service calls. Work to increase balances and reduce dormant/inactive accounts. 4. Compliance & Documentation Ensure KYC/AML guidelines are followed during customer onboarding. Verify documents and complete account-opening formalities accurately. Adhere to bank policies, audit norms, and regulatory requirements. 5. Market Research & Business Development Identify new market segments, corporates, traders, and professionals for CASA sourcing. Participate in marketing campaigns, promotional activities, and tie-ups to increase CASA business.

. CASA Acquisition & Sales Identify and acquire new customers for Current Account (CA) and Savings Account (SA) products. Conduct field visits, cold calls, and lead generation activities to achieve daily/monthly acquisition targets. Cross-sell banking products such as debit cards, insurance, digital banking, and overdraft facilities. 2. Customer Relationship Management Build and maintain strong relationships with new and existing customers. Ensure high-quality customer onboarding and activation. Provide excellent customer service and resolve customer queries related to CASA accounts. 3. Portfolio Management Ensure activation of newly opened accounts and monitor customer transactions. Improve customer engagement through regular follow-ups and service calls. Work to increase balances and reduce dormant/inactive accounts. 4. Compliance & Documentation Ensure KYC/AML guidelines are followed during customer onboarding. Verify documents and complete account-opening formalities accurately. Adhere to bank policies, audit norms, and regulatory requirements. 5. Market Research & Business Development Identify new market segments, corporates, traders, and professionals for CASA sourcing. Participate in marketing campaigns, promotional activities, and tie-ups to increase CASA business.

As a Product Business Analyst at the company, your role is crucial in integrating digital banking platform products with the card issuing platform. You will be responsible for translating business needs into actionable requirements to drive product development and innovation within an Agile environment. Your main responsibilities include: - Collaborating with Product Managers and Product Owners to define and refine product requirements. - Eliciting, documenting, and managing user stories and backlog items for development teams. - Acting as a liaison between business stakeholders and technical teams to ensure shared understanding. - Analyzing and mapping business processes, user journeys, and integration points across platforms. - Supporting the development and QA teams throughout the software development lifecycle. - Maintaining up-to-date documentation of product features, APIs, and integration flows. - Participating in Agile ceremonies including sprint planning, reviews, and retrospectives. - Contributing to continuous improvement initiatives within the Product Management function. As a Product Business Analyst, you should possess the following critical competencies: - Analytical thinking: Ability to break down complex problems and identify logical solutions. - Communication: Strong verbal and written communication skills to articulate requirements clearly. - Customer Orientation: Deep understanding of customer needs and ability to translate them into product features. - Agility: Comfortable working in a fast-paced, interactive environment with changing priorities. - Technical Acumen: Understanding of APIs and microservices based & Experience. To qualify for this role, you should have: - A Bachelor's degree or higher in Business, Computer Science, or a related field. - Minimum 5 years of experience as a Business Analyst in a software or fintech environment. - Familiarity with Agile methodologies (Scrum, Kanban). - Experience in the banking or financial services sector is highly desirable. - Exposure to digital transformation initiatives and enterprise integration is a plus. Success in this role will be measured based on: - Requirement Quality: User stories and backlog items are consistently clear, complete, and require minimal rework. - Delivery Timelines: Backlog items are delivered within agreed sprint timelines and contribute to planned product releases. - Stakeholder Satisfaction: Positive feedback from internal stakeholders and cross-functional teams on collaboration and communication. - Documentation Accuracy: All product features and integration points are documented and kept current throughout the product lifecycle. - Cross-Team Collaboration: Demonstrated ability to work effectively with development, QA, and product teams, resulting in smooth delivery cycles. - Problem Solving: Proactively identifying and resolving blockers or ambiguities in requirements, contributing to team efficiency. The company values diversity and is committed to creating an inclusive environment for all employees. As a Product Business Analyst at the company, your role is crucial in integrating digital banking platform products with the card issuing platform. You will be responsible for translating business needs into actionable requirements to drive product development and innovation within an Agile environment. Your main responsibilities include: - Collaborating with Product Managers and Product Owners to define and refine product requirements. - Eliciting, documenting, and managing user stories and backlog items for development teams. - Acting as a liaison between business stakeholders and technical teams to ensure shared understanding. - Analyzing and mapping business processes, user journeys, and integration points across platforms. - Supporting the development and QA teams throughout the software development lifecycle. - Maintaining up-to-date documentation of product features, APIs, and integration flows. - Participating in Agile ceremonies including sprint planning, reviews, and retrospectives. - Contributing to continuous improvement initiatives within the Product Management function. As a Product Business Analyst, you should possess the following critical competencies: - Analytical thinking: Ability to break down complex problems and identify logical solutions. - Communication: Strong verbal and written communication skills to articulate requirements clearly. - Customer Orientation: Deep understanding of customer needs and ability to translate them into product features. - Agility: Comfortable working in a fast-paced, interactive environment with changing priorities. - Technical Acumen: Understanding of APIs and microservices based & Experience. To qualify for this role, you should have: - A Bachelor's degree or higher in Business, Computer Science, or a related field. - Minimum 5 years of experience as a Business Analyst in a software or fintech environment. - Familiarity with Agile methodologies (S

As a Product Owner for Digital Banking, you will play a pivotal role in driving the development and enhancement of digital banking products and services tailored specifically for businesses. You will collaborate closely with cross-functional teams to deliver innovative solutions that meet the evolving needs of business customers. Responsibilities: - Define and communicate the product vision, strategy, and roadmap based on market research, customer feedback, and business objectives. - Collaborate with stakeholders to gather and prioritize requirements, user stories, and features, ensuring alignment with customer needs and business goals. - Create, maintain, and prioritize the product backlog, continuously refining features based on feedback, market trends, and business priorities. - Work closely with engineering and design teams to translate requirements into actionable user stories and product specifications, ensuring high-quality and timely delivery of features. - Foster collaboration across teams to ensure alignment and coordination throughout the product development lifecycle. - Drive successful product launches by working closely with marketing, sales, and customer support teams to develop go-to-market strategies and customer communications. - Monitor key product metrics, user feedback, and market trends to evaluate product performance and drive iterative enhancements. - Stay informed about regulatory requirements and industry best practices related to digital business banking products. Qualifications Required: - Product owner experience in banking domain, specifically Business Banking or Commercial Banking. - Strong understanding of digital banking technologies, platforms, and trends. - Excellent analytical, problem-solving, and decision-making skills. - Exceptional communication and interpersonal skills. - Experience in agile development environment and proficiency in agile methodologies. - Knowledge of regulatory requirements and compliance considerations. - Ability to thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities. - Ability to work independently and within a team environment. - Hands-on experience with Jira and Confluence. - Standard industry certifications such as SAFe, CSPO, or PSPO are preferred.,

As a professional team at VeriPark, you will have the opportunity to work with best clients on exciting projects in a global environment where learning is a daily experience. Celebrate each code, voice, contribution, challenge, and success as part of our team. We are looking for candidates who share our values, possess the necessary skills, and are passionate about shaping the digital future of finance together with us. Your responsibilities will include: - Defining and prioritizing product features based on business requirements, customer feedback, and input from project implementation teams. - Creating a clear vision and goals to guide both the development team and stakeholders. - Developing and maintaining a product roadmap that aligns with company goals and objectives. - Prioritizing tasks in the product backlog to deliver the most value to the business and customers. - Updating and maintaining the product backlog with detailed features, requirements, and improvements based on business value or Return on Investment (ROI). - Participating in Agile/Scrum ceremonies such as sprint planning, reviews, and retrospectives to provide feedback, accept delivered features, and adjust the product backlog as necessary. - Acting as a bridge between the development team and stakeholders including customers, business managers, and other involved parties to ensure a clear understanding of the product vision and requirements. - Conducting market research and competitive analysis to identify new product opportunities or areas for existing product improvement. - Monitoring and analyzing product performance metrics to identify areas for enhancement. - Managing the design of UI/UX and business functional analysis, including overseeing the delivery of artifacts (e.g., Jira stories, functional specs, mockups) to ensure clear communication of requirements to the engineering team while meeting quality, usability, and reliability standards. - Supporting sales managers by defining the sales plan and communicating the product's value proposition to customers. - Creating implementation guidelines with stakeholders and updating Veripark Academy contents related to the product. VeriPark is a global technology company with over two decades of experience in the Financial Services industry. Our mission is to empower financial institutions to become digital leaders by providing exceptional customer journeys in digital and assisted channels. We specialize in developing omni-channel delivery, customer engagement (CRM), branch automation, and loan origination solutions using Microsoft technology (Azure, Dynamics 365, Power Platform) for banks and insurance companies worldwide. With offices in 15 countries across North America, Europe, the Middle East, and Kuala Lumpur, our 900+ colleagues serve customers in over 30 countries globally. If you value growth and enjoy working with enthusiastic, over-achieving individuals, you will thrive in your career at VeriPark.,

Role Overview: As a member of the DBS Consumer Banking Group, your role will be to grow income from Mutual fund distribution business and Asset under Management (AUMs) for the Bank. You will be responsible for conceptualizing innovative products, coordinating with regional teams, conducting regular reviews of existing Mutual Fund schemes, and creating product awareness among branches. Your primary focus will be on driving MF penetration, increasing awareness and activation of products across channels, and ensuring compliance with regulatory guidelines. Key Responsibilities: - Grow income from Mutual fund distribution business and AUMs in line with budgets - Conceptualize innovative products for overall revenue generation of investment income - Co-ordinate with regional team for new product approvals and update on various business metrics - Conduct regular reviews of existing Mutual Fund schemes and provide inputs in fund selection process - Prepare effective product updates to be shared with stakeholders - Create product awareness among branches through campaigns and provide product training - Drive MF penetration and increase awareness and activation of products across channels through marketing campaigns - Ensure compliance to regulatory guidelines on a need basis - Streamline processes and implement process improvements - Keep track of new and upcoming regulations for various countries Qualifications Required: - Sales Management experience to ensure FY budget achievement in investment - Monitoring RMs business productivity and process compliance adherence - Working with Business Analytics team to explore new opportunities for business growth - Supporting Investment counsellors with inputs regarding products, market, strategic initiatives, MIS, and operational aspects - Implementing marketing campaigns targeting existing and prospective customers for cross-sell, upsell, deeper penetration, and strengthening business relationships - Driving sales volume by increasing financial and non-financial transactions - Increasing customer retention and acquisition through digital assets - Monitoring sales channel and sales performance for better outcomes - Developing training modules for sales channel and managing end-to-end MIS for sales and processes - Managing demat, ASBA, and other products launched for Treasures customers - Identifying opportunities for process improvement and implementing best practices - Building understanding of demat, ASBA to make informed decisions - Integrating within the organization, building projects with group synergy and creating cross-functional tie-ups - Organizing and running sales campaigns, D2C communication, and marketing campaigns through digital and offline initiatives - Setting up investments in phone banking and VRM channels - Liaising with Legal, Compliance, Marketing & IT teams for timely changes in regulations - Launching NFO/Product and driving end-to-end process and implementation - Strategizing campaigns to support sales team in upscaling business - Registering and executing legal agreements with the help of legal and compliance teams - Working with cross-functional teams to improve operational efficiency - Managing escalations, data, and system changes as the Process owner Core Competencies: - Communication skills - Interpersonal Relationship Skills Requisite Skills: - Analytical Skills - Good Product Knowledge,

As a Product Owner at GlobalLogic, you will be leading the development of next-generation digital banking products. Your role will involve translating customer needs into powerful digital experiences, driving Agile product delivery, and collaborating with cross-functional teams to ensure successful outcomes. Key Responsibilities: - Own and manage the product backlog for digital banking initiatives - Define clear user stories, features, and acceptance criteria - Work closely with developers, designers, and business stakeholders to deliver high-impact features - Collaborate with clients and product managers to refine the roadmap and ensure alignment with business goals - Participate in Agile ceremonies (sprint planning, stand-ups, retrospectives, etc.) - Ensure timely releases with strong documentation and stakeholder communication - Create and maintain product documentation, release notes, and training materials Qualifications Required: - 10+ years of experience in financial services or digital product development - Strong understanding of digital banking platforms, onboarding, or loan origination systems - Experience with Agile/Scrum frameworks - Excellent communication, documentation, and stakeholder management skills - Familiarity with standards like PCI, WCAG, and FFIEC is a plus - Hands-on experience with Jira, Confluence, or similar tools At GlobalLogic, we offer a culture of caring where we prioritize putting people first. You will experience an inclusive culture of acceptance and belonging, building meaningful connections with collaborative teammates, supportive managers, and compassionate leaders. We are committed to your continuous learning and development, providing opportunities to grow personally and professionally. You will have the chance to work on interesting and meaningful projects, making a real impact with your problem-solving skills. Additionally, we believe in the importance of balance and flexibility to help you integrate work and life effectively. Join our high-trust organization, where integrity is key, and experience a safe, reliable, and ethical global company. GlobalLogic, a Hitachi Group Company, is a trusted digital engineering partner to the world's largest and most forward-thinking companies. Since 2000, we've been collaborating with clients to transform businesses and redefine industries through intelligent products, platforms, and services.,

As an Analyst - Banking Product Control at Barclays, you will spearhead the evolution of the digital landscape, driving innovation and excellence. You will harness cutting-edge technology to revolutionize digital offerings, ensuring unparalleled customer experiences. At Barclays, you don't just anticipate the future - you're creating it. **Key Responsibilities:** - Reconciliation of daily profit and loss (P&L) figures for trading desks to ensure alignment with valued positions in the trading book, investigating and resolving discrepancies. - Support in identifying, assessing, and mitigating trading risks, reporting on financial risks to senior colleagues. - Maintenance and analysis of the bank's trading data for accuracy, completeness, and consistency, providing insights to traders and senior colleagues on trading performance. - Preparation and submission of regulatory reports, support in external audits, and effective communication of complex financial information to stakeholders. - Cross-functional collaboration to ensure a coordinated approach to trading activities. **Qualifications Required:** - Experienced with MS Office toolkit (Word, PPT, Excel, Access Database etc). - Qualified accountant with excellent communication and presentation skills. - Strong control awareness with the ability to identify and escalate potential control breakdowns. - Initiative to break down problems and attention to detail. - Analytical mindset with a confident and assertive manner. **Additional Company Details:** This role will be based out of Chennai. In this role, you will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset of Empower, Challenge, and Drive.,

Your role will involve utilizing your 4-8 years of experience in Oracle, PL/SQL, Java/J2ee, and Flexcube. You must be proficient in procedures, triggers, and functions. Your responsibilities will include end-to-end Development, Implementation, or Support activities, focusing on designing customizations, coding, unit testing, and integrations for Oracle FLEXCUBE or Core banking products. Strong communication skills and analytical problem-solving abilities are essential for this role. Additionally, you should be open to travel as required. Key Responsibilities: - 4-8 years of experience in Oracle, PL/SQL, Java/J2ee & Flexcube - Expertise in working with procedures, triggers, and functions - Experience in end-to-end Development, Implementation, or Support activities - Focus on designing customizations, coding, unit testing, and integrations for Oracle FLEXCUBE or Core banking products - Must have excellent communication skills and strong analytical and problem-solving abilities - Willingness to travel as needed,

Role Overview: Be at the heart of transforming visions into market-ready products and solving complex challenges. As a Senior Product Delivery Associate in Small Business Lending UAT, you will lead testing activities across multiple projects, ensuring smooth product delivery and support change initiatives to drive your career growth and innovation journey. Key Responsibilities: - Receive information from solution discovery sessions and assess requirements effectively, identifying gaps and risks. - Define testing scope, design manual test scripts, and execute tests for multiple projects to validate all requirements from a user perspective. - Oversee defect triaging and resolution promptly and thoroughly. - Maintain regular communication with project stakeholders, providing updates on test progress, defect status, and feedback. - Lead and coordinate UAT activities for each release, collaborating with product owners, partners, and development teams. - Advocate for best practices in testing and contribute to process improvements that enhance product quality and team efficiency. Qualifications Required: - Proven experience in test execution, defect management, and test automation. - Strong analytical skills to understand detailed business requirements and translate them into effective test scenarios. - Ability to manage multiple projects and meet tight deadlines. - Excellent problem-solving skills with a focus on scoping complex issues and developing practical solutions. - Strong relationship-building skills to foster effective communication and collaboration with stakeholders. - Ability to work collaboratively with technology groups and product partners. - Experience in coordinating and executing UAT activities for Product Releases. - Display adaptability and flexibility in change management, effectively managing risks and issues as they arise. - Collaborate effectively with peers and stakeholders, fostering partnerships to ensure successful execution of testing initiatives. - Apply advanced problem-solving skills to define complex issues and utilize analytical tools to develop effective solutions. (Note: No additional details of the company are present in the provided job description),

Hi Everyone !!Greeting from PLANET SOLUTIONS.We have great job opportunities for Our reputed Banks . Postion:- RMPA & Aspire RM & PCAMIndustry : Banking OnlyBranch Location : Ahmedabad (Maninagar & Sahibagh)Experience : Banking salesNotice : AnyEducation : Graduation JOB DESCRIPTION:- KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 1 - 6 years of experience Customer orientation High energy levels with a motive to succeed Interested candidates please whatsapp - 9237396207   Ananya Dash | Talent Acquisition- ExecutivePlanet Solutions, N 6/18, IRC Village, Nayapalli, Bhubaneswar-751015, OdishaMob.9237396207 

Job description  The Personal Banker / BRM s a crucial, client-facing role responsible for managing and growing a portfolio of clients while ensuring operational excellence within the branch. The primary focus is a blend of relationship management, business development (sales), and customer service. Key Roles and Responsibilities: Client Relationship Management: Manage and maintain strong, long-term relationships with existing clients to ensure high levels of satisfaction. Serve as a trusted advisor, understanding clients' financial needs and helping them plan for various financial goals (e.g., savings, loans, investments). Provide expert advice on various banking products and services. Business Development & Sales: Acquire new quality accounts, focusing on CASA (Current Account Savings Account) acquisition, and manage the growing client portfolio. Identify new business opportunities and develop effective sales plans to meet or exceed targets. Increase "wallet share" by cross-selling other financial products and services, such as loans, credit cards, investments, and insurance. Operational Excellence & Compliance: Ensure seamless delivery of banking solutions by collaborating effectively with internal teams. Process transactions accurately, including deposits, withdrawals, and loan payments. Complete all necessary documentation for account opening and KYC (Know Your Customer) procedures. Identify and mitigate potential risks associated with banking operations and ensure compliance with all regulatory requirements. Customer Service: Provide prompt and professional resolution to customer inquiries and issues, whether in person, online, or over the telephone. Conduct regular account reviews and suggest improvements or new solutions tailored to the client's evolving needs. Interested candidates can share profiles to 8804618617

Banking Business Analysts are employed by financial institutions and are responsible for performing complex financial analyses, monitoring market trends, identifying new business opportunities, researching potential clients, and supporting the marketing strategy. Based on our collection of resume samples, Banking Business Analysts should demonstrate financial expertise, business acumen, leadership, analytical thinking, communication abilities, and proactivity. Those seeking to fulfill this role should be able to display a degree in business, finance or accounting in their resumes.

Urgent Job Opening with leading bank   Role- Business Banking Relationship Manager   Responsibilities:   Acquire and manage a portfolio of SME clients in the lending space. Handle Working Capital Loans and Term Loans for SME customers. Develop and maintain strong relationships with SME clients.   Requirements:   Minimum of 5- 10 years of relevant experience in acquisition and portfolio management in SME lending (from Banks or NBFCs). In-depth knowledge of SME loans and financial products. Excellent relationship management skills.   Locations: Chennai, Bangalore, Hyderabad   Interested Candidates can share profiles to 7305280683

Immediate requirement for Leading bank     We need looking for seasoned professional who is highly skilled in handling NRI/ HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.   It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards.   Experience Required: 4- 8 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience     Key Responsibilities:   Acquisition and Retention: Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact: Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review: Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling: Identify the client's risk profile and tailor solutions accordingly. Investment Products: Identify and propose potential investment products based on client requirements. Wealth Management Solutions: Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development: Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge: Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution: Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance: Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports: Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge: Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management: Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.     Interested applicants can apply or WhatsApp profiles to 8870630751